Guiding Next-Generation Discovery
Proven Expertise for Business-Critical and Risk-Significant Requirements and Opportunities
HaystackID Global Advisory features specialized industry experts and teams organized into nine integrated practices, optimized to help organizations purposely plan, assess, report, and manage complex and critical tasks, projects, and programs. Global Advisory supports business-critical and risk-significant requirements and opportunities through dedicated practices spanning cyber discovery and incident response, privacy and compliance, information governance (enterprise risk management), enterprise managed solutions, AI governance, corporate monitorship, CFIUS compliance, antitrust investigations, and Microsoft 365 services. Complemented by HaystackID Core Intelligence AI™ and the CoreFlex™ platform, HaystackID Global Advisory provides expert advisory for the full spectrum of legal, regulatory, and data governance challenges.
HaystackID Global Advisory Practices
Our multidisciplinary team of technologists, former practicing attorneys, data scientists, and industry experts delivers expertise through nine integrated practices, organized as four core advisory practices and five expanded advisory practices.
Core Advisory Practices
Expanded Advisory Practices
Core Advisory Practice
Cyber Discovery and Incident Response
HaystackID’s Cyber Discovery and Incident Response practice provides expert-led response for organizations confronting their most challenging cybersecurity and discovery events. The practice combines deep digital forensics capabilities with rapid data recovery and notification workflows, helping clients respond decisively and recover confidently. Learn more about Cybersecurity Services →
Services and Areas of Focus
Cyber Incident Response
Breach Response
Assessment and Compliance Services
Managed Security Service
"We help organizations to remediate cyber threats and identify sensitive data during a security incident so they can understand and respond to regulatory risk arising from personal, customer, and business data compromise."
Michael Sarlo
Practice Chair, Chief Innovation Officer and President of Global Investigations and Cyber Incident Response Services
View Michael's profile on LinkedIn
Core Advisory Practice
Privacy and Compliance
HaystackID’s Privacy and Compliance practice takes a pragmatic, risk-based approach to helping organizations maintain individuals’ privacy rights and preserve data integrity while allowing information to flow efficiently. The practice advises clients on data risk, data security, cross-border data transfers, and regulatory compliance, helping them balance privacy obligations with business continuity. Learn more about Privacy and Compliance Solutions →
Services and Areas of Focus
- GDPR, CCPA, and Global Privacy Compliance
Advisory support for domestic and international privacy regulations, including gap assessments, program development, and compliance roadmaps. - Data Subject Access Request (DSAR) Support
End-to-end DSAR response workflows, including identification, review, redaction, and timely delivery of responses. - Breach Response — Regulatory and Compliance Advisory
Analysis of notification obligations, regulatory reporting requirements, and compliance posture following a data breach. (Technical breach investigation, data mining, and notification workflow execution are addressed within the Cyber Discovery and Incident Response practice.) - HSR and Pre-Merger Data Privacy Advisory
Advisory on data privacy and compliance obligations arising during Hart-Scott-Rodino filings and Phase II pre-merger investigations, including how personal data must be handled and protected through the review process. (eDiscovery production and data workflow execution for HSR Second Requests are addressed within the Antitrust Investigation Services practice.) - Cross-Border Data Transfers
Guidance on international data transfer mechanisms, adequacy decisions, and standard contractual clauses. - Data Risk and Security Advisory
Assessment and mitigation of organizational data risk, including security program review and incident preparedness.
"We advise our clients in the areas of data risk, data security, data transfers, and data compliance and help them maintain individuals’ privacy rights and preserve data integrity while at the same time minimizing negative effects on business operations and maximizing the value that data presents."
Christopher Wall
Practice Chair, Data Protection Officer and Special Counsel for Global Privacy and Forensics
View Christopher's profile on LinkedIn
Core Advisory Practice
Information Governance and Enterprise Risk Management
HaystackID’s Information Governance and Enterprise Risk Management practice enables organizations to be prepared for litigation, regulatory requests, and investigations through comprehensive enterprise data management and protection strategies. The practice transforms and optimizes existing investments in people, process, and technology to satisfy legal, privacy, compliance, security, records management, and risk obligations. Learn more about Information Governance Solutions →
Services and Areas of Focus
- Enterprise Data Strategy and Governance Frameworks
Development and implementation of enterprise-wide data governance programs — spanning policy, people, and technology — aligned to organizational risk profiles and regulatory requirements. (Platform-specific data governance controls within Microsoft 365 are addressed within the M365 with HaystackID® Suite practice.) - Records Management Strategy and Policy
Enterprise-wide defensible records retention schedules, litigation holds, and disposition frameworks. Covers policy design, governance, and program oversight across all systems and repositories. (Technical records management implementation within Microsoft 365 using Purview controls is addressed within the M365 with HaystackID® Suite practice.) - Legal Hold and Preservation
Scalable legal hold systems and processes to ensure data is preserved appropriately for litigation and regulatory inquiries. (Supported by HaystackID’s Legal Hold Management Solutions.) - Litigation Readiness
Proactive preparation for discovery obligations through policies, technology assessments, and process improvements. - Privacy, Compliance, and Risk Integration
Alignment of information governance programs with enterprise privacy and compliance frameworks to reduce organizational risk exposure.
“Our goal is to ensure every organization is prepared for litigation, regulatory requests, and investigations with a comprehensive enterprise data management and protection strategy that satisfies their legal, privacy, compliance, security, records management, and risk obligations.”
Matthew Miller
Practice Chair, Senior Vice President of Information Governance and Data Privacy, HaystackID
View Matthew's profile on LinkedIn
Core Practice Area
Enterprise Managed Solutions
HaystackID’s Enterprise Managed Solutions practice provides flexible, scalable managed services delivering ongoing eDiscovery, data management, and legal operations support. Designed to augment in-house capabilities and adapt to evolving business requirements, the practice enables organizations to efficiently manage high-volume, ongoing discovery obligations and enterprise data programs. Learn more about Enterprise Managed Solutions →
Services and Areas of Focus
- Ongoing eDiscovery Program Management
Comprehensive management of enterprise eDiscovery workflows, including matter intake, data collection, processing, review coordination, and production. - Legal Operations Support
Strategic and operational advisory for in-house legal teams seeking to optimize processes, reduce costs, and improve outcomes across discovery and compliance functions. - Data Management Services
Management of enterprise data repositories, archives, and structured data environments to support legal, compliance, and business objectives. - Scalable Service Models
Flexible engagement structures — including dedicated resource models and outcome-based arrangements — designed to adapt as business requirements evolve.
"We help clients mitigate legal costs, systemic security risks, and increased scrutiny related to electronic discovery and compliance by creating repeatable processes and solving the problem of the unpredictable cost of discovery through managed services programs."
Adam Rubinger
Practice Chair, Chief Client Experience Officer
View Adam's profile on LinkedIn
Expanded Advisory Practice
AI Governance Services
HaystackID’s AI Governance Services practice helps organizations move from AI principles and policies to an execution-ready governance operating model. Drawing on HaystackID’s deep expertise in investigations, litigation support, and regulatory response, the practice applies evidentiary rigor to AI systems that increasingly drive consequential business decisions — enabling organizations to demonstrate, rather than merely assert, responsible AI practices. Learn more about AI Governance Services →
Services and Areas of Focus
- AI Governance Scoping (Rapid Assessment)
Rapid evaluation of an organization’s current AI governance posture, identifying gaps and prioritizing remediation steps across policy, process, and technology dimensions. - AI Governance Advisory
Strategic guidance for developing, implementing, and operationalizing an AI governance framework aligned to regulatory requirements and organizational risk tolerance. - AI Security Testing
Structured testing and evaluation of AI systems for vulnerabilities, adversarial risks, and security exposures, providing defensible documentation for regulatory and audit purposes. - AI Fairness Testing
Assessment of AI models for bias, discrimination, and fairness concerns, supporting compliance with emerging AI fairness regulations and standards. - Board Advisory Services
Expert advisory support for board-level governance of AI programs, including risk reporting frameworks, oversight structures, and audit readiness. - Third-Party AI Compliance Audit
Independent audit services for evaluating third-party AI vendors’ compliance with applicable regulations, contractual obligations, and organizational governance standards.
These services are designed for highly regulated, high-stakes environments including financial services, healthcare, insurance, and government — supporting both compliance readiness and sustainable AI innovation as requirements continue to evolve.
Expanded Advisory Practice
Corporate Monitorship
HaystackID serves as a court- or regulator-appointed third-party compliance monitor for the DOJ, SEC, and other regulatory bodies. The Corporate Monitorship practice guides organizations through the complexities of meeting monitorship obligations, conducting detailed audits, developing compliance enhancement plans, and delivering comprehensive, fact-based reports that satisfy the requirements of courts, regulators, and government bodies. Learn more about Corporate Monitorship Advisory Services →
Services and Areas of Focus
- Monitorship Compliance Audits
In-depth audits of organizational processes, controls, and data systems to evaluate compliance with monitorship obligations and identify areas requiring remediation. - Compliance Enhancement Planning
Development of targeted plans to address deficiencies identified through audit, including prioritized corrective actions and tracking mechanisms. - Regulatory Reporting
Preparation of comprehensive, fact-based reports for submission to courts, regulators, and government bodies in accordance with monitorship requirements. - Anti-Corruption Compliance
Specialized advisory for monitorships involving anti-bribery and anticorruption requirements, including FCPA and international equivalents. - Cybersecurity and Data Privacy Monitorships
Technical and operational expertise to support monitorships requiring evaluation of cybersecurity programs and data privacy practices. - Deferred and Non-Prosecution Agreements (DPAs/ NPAs)
Dedicated support for organizations operating under DPAs and NPAs, ensuring sustained compliance and defensible documentation throughout the agreement period.
Expanded Advisory Practice
CFIUS Compliance Services
HaystackID’s CFIUS Compliance Services practice supports organizations preparing for or navigating reviews by the Committee on Foreign Investment in the United States. HaystackID’s cross-functional team — comprising technologists, former practicing attorneys, and cybersecurity experts — works collaboratively with Security, IT, Legal, and Compliance teams to meet National Security Agreement (NSA) obligations while balancing day-to-day business requirements. Learn more about CFIUS Compliance Services →
HaystackID delivers CFIUS compliance support through four defined engagement roles, each designed to address a specific dimension of an organization’s CFIUS obligations:
Third-Party Monitor
Independent Security Inspector
Third-Party Auditor
Third-Party Provider
Expanded Advisory Practice
Antitrust Investigation Services
HaystackID’s Antitrust Investigation Services practice provides experienced handling of high-volume, time-sensitive eDiscovery and data analytics work arising from antitrust scrutiny. Serving as an extension of client teams across merger reviews and global competition investigations, HaystackID’s Antitrust team brings specialized expertise across the full spectrum of regulatory processes. Learn more about Antitrust Investigation Services →
Services and Areas of Focus
- U.S. Civil Investigative Demands (CIDs)
End-to-end support for responding to DOJ and FTC Civil Investigative Demands, including data collection, processing, privilege review, and production. - HSR Second Requests — eDiscovery Execution
Comprehensive management of Hart- Scott-Rodino Act Second Request eDiscovery workflows, including custodian interviews, data collection, deduplication, review, and production. (Advisory on data privacy and personal data handling obligations during HSR reviews is addressed within the Privacy and Compliance practice.) - Canadian Competition Act SIRs
Expert handling of Supplemental Information Requests under the Canadian Competition Act, including cross-border data management and production. - EU Form CO Filings
Advisory and data support for European Commission merger filings, including data room management, document review, and regulatory submission support. - Global Competition Investigations
Scalable, multi-jurisdictional support for international competition investigations, coordinating data collection, review, and production across global legal requirements.
Expanded Advisory Practice
M365 with HaystackID® Suite — Microsoft 365 Services
HaystackID’s M365 with HaystackID® Suite is a complete advisory and implementation practice dedicated to transforming how organizations leverage Microsoft 365. Complemented by HaystackID Global Advisory experts across privacy, information governance, and enterprise technology, the practice helps clients migrate, organize, protect, ready, and discover with M365 — delivering tailor-made solutions aligned to each client’s unique business processes, productivity, collaboration, and security requirements. Learn more about HaystackID’s M365 with HaystackID® Suite →
Services and Areas of Focus
- Archive Migration to M365
Structured migration of legacy email, file, and content archives into M365, ensuring data fidelity, defensibility, and immediate access for legal and compliance purposes. - Records Management within M365
Design and implementation of records management frameworks using M365 and Purview controls, including retention policies, disposition workflows, and regulatory compliance configurations. (Enterprise-wide records management strategy and policy across all systems and repositories are addressed within the Information Governance practice.) - Data Loss Prevention and Data Classification (Microsoft Purview)
Deployment and optimization of Microsoft Purviewpowered data loss prevention policies and sensitivity label frameworks to protect sensitive organizational data within the M365 environment. (Enterprise-wide data governance strategy is addressed within the Information Governance practice.) - Microsoft Copilot Readiness
Assessment and preparation of M365 environments for Microsoft Copilot deployment, including data governance reviews, oversharing remediation, and readiness roadmaps. - SharePoint Governance
Design and implementation of SharePoint governance structures, including information architecture, permission models, and lifecycle management policies. - M365 Purview eDiscovery Training and Playbook Development
Development of organizational eDiscovery playbooks and training programs to maximize the effectiveness of Microsoft Purview eDiscovery capabilities.
Cross-Functional Expertise for Complex Challenges
HaystackID Global Advisory practices and practice leaders are augmented by industry-acknowledged cross-functional experts whose skill sets span the full spectrum of advisory practices. These specialists bring deep technical, forensic, and analytical capabilities that complement and extend the reach of every advisory engagement.
Practice and Cross-Functional Leaders
Practice Leadership
Ryan Costello
Executive Vice President of Global Advisory and Client Engagement
Practice Chair, Global Advisory
Michael D. Sarlo
Chief Innovation Officer and President of Global Investigations and Cyber Incident Response Services
Practice Chair, Cyber Discovery and Incident Response
Christopher Wall
Data Protection Officer and Special Counsel for Global Privacy and Forensics
Practice Chair, Privacy and Compliance
Matthew Miller
Senior Vice President of Information Governance and Data Privacy
Practice Chair, Information Governance and Enterprise Risk Management
Adam Rubinger
Chief Client Experience Officer
Practice Chair, Enterprise Managed Solutions
Cross-Functional Experts
John Brewer
Chief Artificial Intelligence Officer Artificial Intelligence and Data Science
Anya Korolyov
Executive Vice President of Cyber and LDI Strategy Cyber Investigations and Custom Data Solutions
John Wilson
Chief Information Security Officer and President of Forensics Digital Forensics and Expert Witness Testimony
Bernie Gabin, Ph.D.
Chief Data Scientist Enterprise Systems and Technology
Paul Rome
Vice President of BI and Development Reporting Visualization and Customization
Matt Daimler
Senior Vice President and GM of Review ReviewRight Services: Technology and Security
About HaystackID®
HaystackID® solves complex data challenges related to legal, compliance, regulatory, and cyber requirements. Core offerings include Global Advisory, Cybersecurity, Core Intelligence AI™, and ReviewRight® Global Managed Review, supported by its unified CoreFlex™ service interface and eDiscovery AI™ technology. Recognized globally by industry leaders, including Chambers, Gartner, IDC, and Legaltech News, HaystackID helps corporations and legal practices manage data gravity, where information demands action, and workflow gravity, where critical requirements demand coordinated expertise, delivering innovative solutions with a continual focus on security, privacy, and integrity. Learn more at HaystackID.com.
Assisted by GAI and LLM technologies.