Video | Protiviti Legal Perspectives With Managing Director Sunny Sanghani In this episode of the Protiviti Legal Perspectives podcast series, host Chad Volkert, Global Solutions leader at Protiviti, welcomes Sunny Sanghani, a managing director in Protiviti’s Legal Consulting practice, to discuss key trends and challenges in the legal technology landscape. With nearly 18 years of experience at Protiviti, Sunny shares a unique career journey that began in internal audit and evolved into business-process improvement, risk reviews and, ultimately, legal consulting. His diverse background equips him with a comprehensive understanding of how businesses generate, manage and protect data across various stages of legal matters.Sunny highlights the growing complexity of data in corporate investigations, litigation and regulatory compliance. He emphasizes the importance of understanding how data is created and reported at the business level before diving into collection and analysis. Rather than simply fulfilling data requests, Protiviti’s approach focuses on upstream due diligence — ensuring that the right information is identified and captured from the outset. This proactive methodology helps clients avoid costly rework and ensures that investigations are comprehensive and efficient. Topics Risk Management and Regulatory Compliance Data, Analytics and Business Intelligence Digital Transformation Legal Litigation Artificial Intelligence The discussion touches on the increasing prevalence of structured and unstructured data sources, including email, messaging apps like Slack and Teams, and enterprise platforms such as Salesforce. Sunny underscores the necessity of establishing robust data-governance frameworks to help organizations identify where information is stored, how it can be extracted and what retention policies apply. By implementing information-governance platforms from providers like Microsoft and Google, companies can better manage their data lifecycle, reduce litigation risks and meet regulatory requirements.A critical aspect of Protiviti’s approach involves partnering with clients to create tailored playbooks that define data-collection processes and chain-of-custody protocols. These playbooks allow businesses to act quickly and effectively during investigations or data-breach incidents without having to design solutions on the fly. Sunny stresses that effective information governance is not solely about technology — it requires cross-functional collaboration among legal, IT, compliance and business stakeholders.The conversation shifts to the role of technology in streamlining contract-lifecycle management, especially during mergers and acquisitions. Sunny shares best practices for contract-migration projects, where thousands of legacy agreements must be identified, analyzed and extracted into structured data formats. Protiviti’s methodology involves starting with vendor- and customer-payment records to identify key contracts before moving to broader searches across email and file shares. The team then collaborates with internal stakeholders to define the critical data points required from each contract — whether for legal risk assessment, revenue recognition or operational reporting.To accelerate contract review, Protiviti leverages generative artificial intelligence (AI) tools to extract key terms and clauses, with human validation layers provided by contract attorneys and subject matter experts. This hybrid approach increases efficiency while maintaining high accuracy. Sunny emphasizes the importance of upfront planning to avoid rework and deliver clean, structured data that clients can use in their contract-management platforms or other downstream systems.Throughout the episode, Sunny positions Protiviti as a trusted adviser that helps clients move beyond reactive legal work toward sustainable, technology-enabled solutions. Whether navigating sensitive investigations, implementing information-governance frameworks or executing large-scale contract-migration projects, Protiviti combines deep legal knowledge with process expertise and advanced technology to deliver holistic solutions.This insightful conversation provides valuable lessons for legal, compliance and technology leaders seeking to modernize their approach to data management and legal operations. Tune in to learn how Protiviti is helping organizations build more resilient and efficient legal functions in an era of digital transformation.Want to learn more? Listen to our other episodes from the Protiviti Legal Perspectives podcast to stay up-to-date on the latest trends and insights shaping the legal industry. For more information about Protiviti’s services, visit our website.
