In this special Global Information Governance Day episode, co-hosts Jim Merrifield and Leigh Zidwick interview Tony Forde, co-founder and CRO of Future in Tech (FIT), about the biggest surprises and priorities shaping information governance in 2026.

Tony reveals a critical challenge governance teams face: the vast majority of client-driven data now lives outside traditional Document Management Systems in endpoints like OneDrive, SharePoint, and Teams. This "inversion of data sources" is forcing firms to completely rethink their governance strategies.

KEY TOPICS COVERED:

- The inversion of data sources and why most data lives outside your DMS

- Managing dark data and classifying ROT (Redundant, Obsolete, Trivial) information

- Meeting attorneys where they work without forcing tool adoption

- Practice-group-specific retention rules and automated disposition workflows

- How AI is being used for search and classification in governance

- Why data minimization is essential before deploying AI effectively

- AI governance sandboxes and why firms should own and control them

- Getting measurable outcomes within the first 90 days of implementation

- Comprehensive auditing for ISO and SOC 2 compliance

- Why governance platforms should integrate, not compete

CRITICAL INSIGHTS:

→ Client-driven data in endpoints now dwarfs data in traditional DMS

→ Dark data management is the top priority for governance teams

→ Allow attorneys to stay in their preferred environments (Relativity, SharePoint)

→ AI requires clean data sets matched across billing, directory, and DMS

→ Human interaction remains vital to prevent AI from "making up answers"

→ Firms need their own AI sandboxes to monitor usage and govern prompts

→ Modern platforms can deliver ROT reports and audits in 90 days

→ Automatic logging of approval workflows ensures audit defensibility

→ Start small with one practice group, then scale with proven success

PRACTICAL ADVICE:

- Pilot governance projects with a single practice group or champion

- Focus on data minimization before deploying AI tools

- Invest in automated, practice-specific retention workflows

- Ensure your governance tools integrate with existing platforms

- Build comprehensive audit trails for regulatory compliance

- Own and control your AI governance environment

SOUND BITES:

- "Start small and end big"

- "Meet attorneys where they work"

- "Manage the unmanageable dark data"

WHO SHOULD WATCH:

- Information governance professionals in legal firms

- Records managers dealing with data sprawl

- Legal operations leaders implementing AI

- Compliance officers preparing for audits

- IT directors managing multiple platforms

- Anyone struggling with data outside traditional DMS

This conversation provides a realistic roadmap for tackling the information governance challenges firms actually face in 2026, not theoretical best practices.

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