Back to Full Team

Leadership

Greg Moreman

Partner, Client Solutions 
gmoreman@levellegal.com 
LinkedIn Profile 

As Partner, Client Solutions, at Level Legal, Greg Moreman is always connecting dots. Law firms of all sizes and corporate legal departments bring their forensics, eDiscovery, and managed review questions to Greg because he understands how data, legal technology, and case strategy come together to win matters.  

Greg has supported AmLaw 100 firms and Fortune 500 companies in managing review projects, building eDiscovery processes, writing playbooks, and fitting all of those pieces together to deploy teams on time and on budget with high-quality work product. He has over two decades of experience in the legal industry, working as a prosecutor and civil litigation attorney in Texas, and then joining Level Legal just after its founding in 2009.  

As a prosecutor, Greg tried over 100 cases, including everything from homicide and narcotics trafficking to insurance fraud. As a civil litigator, he tried numerous cases in front of juries in Federal court. These experiences taught important lessons he has carried to his role today. They are why he understands the power of thinking on your feet, connecting data points under legal frameworks to build a case, and being able to clearly communicate your thought process. 

Greg took those lessons into his roles at Level Legal, starting as a review manager and holding many titles at the company, including director of client services, director of eDiscovery and managed review, and vice president of operations and compliance. These different perspectives give Greg insight into the layers of discovery projects, from digital forensics and data collection to eDiscovery workflows to recruiting and managed review. He understands how those pieces work together and how early strategic decisions can significantly impact the success of a project.  

An engaged member of the eDiscovery community, Greg has been quoted and written articles for industry publications, appeared on podcasts like EDRM’s Illumination Zone, and presented CLEs and other trainings for law firms and corporate legal departments. Greg is also a Certified Information Privacy Professional (CIPP) by the IAPP. Providing educational opportunities and sharing knowledge is a critical aspect of Greg’s approach to client success.  

Beyond his professional experience, Greg’s passion for connecting the dots extends into his hobbies and personal life. He loves to cook and is always on the hunt for a new recipe (or devising ways to improve a favorite), and he loves being outdoors, whether it’s enjoying sports with family or hunting and fishing. One of his favorite activities with his kids is building a Lego set, which gets his analytical and operation juices flowing.  

Most importantly, Greg has his clients’ best interest at heart at all times. For every project, large or small, he strives to bring a critical eye to strategy and processes. This allows his clients to have confidence in the discovery process and spend more time focusing on the legal questions they’re being paid to work on, rather than the efficiency or effectiveness of forensics, eDiscovery, and review concerns. 

Culture Index Profile: Craftsman

We don’t sell solutions. We give peace of mind.

We keep things moving toward the finish line, all with technical expertise and artful grace.
Inquiries
Close Modal

Our Framework

Understand.

During this phase, we work to step away from any assumptions and guesses about what our customers needs, and let our research findings inform our decision-making. We learn more about our customers, their problems, wants, and needs, and the environment or context in which they will use the solution we offer.

Our Framework

Define.

During the Define phase, we analyze our research findings from the Understand phase and determine what is the most important problem to solve — and why. This step defines the goal. Then we can give a clear problem statement, describing what our customers’ needs are that we are trying to solve, making sure that we heard and defined their problem correctly.

Our Framework

Solve.

This phase is an important part of the discipline in our process. People often settle for the first solution, but the most obvious solution is often not the right one. During the Solve phase, we brainstorm collaboratively with multiple stakeholders to generate many unique solutions. We then analyze our potential solutions and make choices about which are the best to pursue based on learnings in the Understand phase.

Our Framework

Build & Test.

This phase is critical in developing the right solution to our customers’ problem. An organized approach to testing can help avoid rework and create exceptional outcomes. Starting small and testing the solution, we iterate quickly, before deploying solutions across the entire project.

Our Framework

Act.

During this phase, the hard work of prior phases comes to life in our customers’ best solution. The research, collaboration, and testing performed prior to project kick-off ensure optimal results.

Our Framework

Feedback.

At the project completion, we convene all stakeholders to discuss what went well, what could have been better, and how we might improve going forward. We call these meetings “Retrospectives,” and we perform them internally as a project team, and with our external customers. The Retrospective is one of the most powerful, meaningful tools in our framework.

Next