“The outstanding work of your team is the reason I can sleep at night.”
Deputy Director of Litigation, Fortune 50 Company
Collaboration across every level.
Our clients today can’t afford to wait for us to have multiple levels of decision-making before we get them what they need. The pyramid structure of the past does not work in a post-COVID world where continuous innovation, iteration, and pivoting are table stakes to survival, much less excellence.
Level Legal is a legal services company with a culture and structure built on collaboration, flexibility, and cross-functional expertise. This takes discipline, a learning mindset, and well-defined processes and systems that we follow at all times.
Our core team is dedicated to process, methodology, training, and continuous innovation. The culture we strive for is one where all team members are encouraged to give real-time feedback and ideas for improvement that can be implemented across all initatives.
Is it a “one and done” kind of playbook? No.
Do we attract the thinkers, the boundary pushers, the ones that are never satisfied in giving our clients “good enough”? Yes.
Meet a few of the team members who work in the trenches day-after-day, solving problems as efficiently and effectively as possible.
Our Core Team
Joey Seeber
CEO
“Our Level Legal tagline–and the spirit of all we do here–comes from legendary stories I have read about one of the most trusted soldiers in American history. With each completed mission, this general would submit his reports with the closing line, ‘Yours to count on.’ I can’t think of a better way to convey our commitment to our clients.”
Roberta Ozan
Vice President of Administration
“We recognize what a privilege it is to work with–and for–the best and brightest. And we know that privilege comes with the obligation to give our all. Our clients know they can count on us to be there when we should be, to do what we say, and to stand behind what we do.”
Jeff Cole
Executive Vice President of Business Development
Jeff Guttman
Director of Client Services
Jeff leads Level Legal’s award-winning Client Services division, providing memorable customer-focused outcomes related to compliance, privacy, investigations, eDiscovery, data analytics, and review.
Daniel Bonner, CIPP/US
Director of Client Solutions
“Some firms just look at a problem on paper and tell clients, ‘This isn’t possible.’ That answer is not acceptable to Level Legal – or to me. I’m here to solve problems. I’m always thinking ahead.”
Greg Moreman, CIPP/US
Director of Legal Compliance Services
“My philosophy is to be respectful, kind, and polite as much as possible, under as many circumstances as possible, to as many people as possible. This approach is the key for many of the long-term relationships I enjoy with my Level Legal clients.”
Sandrene Ryan
Senior Director of Recruiting
Eric Hughes
Director of Business Development
“Level Legal is the company that clients partner with when a consistent quality work product and value are of the utmost importance. From the type of questions we ask up front to the caliber of battle-tested specialists we surround each project with, you can count on a superior experience and ROI when hiring us to help deploy the right strategy with your data.”
Portia Boone
Review Manager
“Successful review management requires patience, versatility, and problem solving.”
Daniel Rodriguez
Review Manager
Daniel brings both Big Four and Big Law expertise and perspective to Level Legal, with seven years at Deloitte in the Transactions and Business Analytics division and four years at McDermott Will & Emery as a research supervisor.
Anthony Cortez
eDiscovery Project Manager
“Tell me and I forget. Teach me and I remember. Involve me and I learn.”
Ted Tai
Review Manager
“Yours to count on” is a phrase that takes new meaning when working with Level Legal. In addition to the services we provide, we also offer peace of mind. That’s the kind of service I look forward to providing.
Phil Anderson
IT Director
“We are a detail-oriented team with a broad array of experience and expertise. The positive and supportive environment at Level Legal is key to enabling our success as a group. The opportunities are excellent as well. I began as an associate here, and by showing some initiative with my expertise in IT, I am now doing what I really love as director of IT.”
Rich Aubin
Team Lead
“Tech-forward and innovative meets people-powered and flexible; the results are among the most satisfying and enjoyable of my professional career. Agility, ingenuity, and comprehensiveness drive us to empower the client to comprehend the infoscape, see the detailed contours of their document sets, and identify the needles in endless fields of haystacks. I wish this had been available to me as a litigator 25 years ago.”
Albert Azagra-Malo
Team Lead
“Cost-efficient management of large amounts of data requires imaginative legal thinking, attention to detail, and a cross-disciplinary approach. Level Legal attorneys are uniquely situated to provide the best experience to our clients.”
Jackie Wallach
eDiscovery Analyst
“My path to working in legal all began with my love for solving puzzles and finding solutions, especially when clients have novel problems. l really enjoy the challenge of new tasks and making sure I deliver the best solution possible for the client from beginning to end.”
Aimee DeFoe-Manriquez
Review Manager
“We care about the quality of work produced. It isn’t about meeting deadlines and billing hours, but about giving consistent, committed service.”
Brian Campbell
Review Manager
“Level Legal will always deliver. Whether it’s an immediate-need project that requires a rapid turnaround, or a large-volume review with complex subject matter, Level Legal will deliver a consistently quality product.”
Mike Ehlers
Core Lead
“The attorneys at Level Legal have a wide range of experience and viewpoints, but we all work together as a team to get the job done right and meet the client’s needs.”
Jeffrey Morgan
Team Lead
“At Level Legal, we do what it takes to get the job done right – every time.”
Rachael Heinrich
Team Lead
“We are a team of attorneys that are incredibly knowledgeable, hard-working, and respectful. It has been nothing but a pleasure working alongside everyone at Level Legal.”
Scott Nelson, CIPP/US
Team Lead
“Intensive research is often downright thrilling to me – whether for a case or personal interest. I love finding that key provision or document, the right purchase, some interesting or unique aspect of history, or a great new travel destination.”
Ed Parker
Core Lead
“Level Legal associates include seasoned litigators, former in-house counsel, and IP attorneys with extensive experience in diverse areas.”
CoryPotter
Core Lead
“Our clients are impressed by the amount of scrutiny and attention to detail each team brings to a project. The collaborative nature of the teams leads to refinements and efficiencies that benefit our clients in many ways beyond the project itself.”
Hank Zhang, LLM, PhD
Core Lead
“Dedicated client service and internal team spirit make Level Legal the best choice for compliance and litigation review solutions.”