The Lawyer's Edge

Kate Mortensen | Taking Action Today: A Chief Legal Officer Finds Her Path While Trekking Through South America


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Kate Mortensen is the Chief Legal Officer at Xact Data Discovery (XDD), a leading international provider of eDiscovery, data management, and managed review services for law firms and corporations. In this role, Kate is responsible for leading corporate strategic and tactical legal initiatives, managing outside counsel, and offering support across all business units. 

Kate is also the Assistant Director for the Phoenix chapter of Women in eDiscovery, a nonprofit organization that facilitates advancement, change, and leadership for women professionals in the legal and technology industries. Before this, Kate held executive roles at various other law firms and corporations and ran a travel blog while traversing through South America with her husband.

In this episode…

Are you looking to make a change in your career? Have you wanted to explore an executive role, but don’t know how to pivot out of your current position? Do you want to be more intentional with your personal and professional goals? Kate Mortensen did, and now she is the Chief Legal Officer at Xact Data Discovery. 

Kate was a litigation lawyer for 12 years before realizing she needed a change. Having both an MBA and JD, she decided to switch gears and take on more business-related roles at various corporations—but she still wasn’t sure exactly which path to take in her career. Then, in 2015, Kate and her husband dropped everything and trekked across South America for over a year. Kate returned to the States with a renewed spirit, professional clarity, and a fresh set of career goals.

On this episode of The Lawyer’s Edge podcast, host Elise Holtzman talks with Kate Mortensen, the Chief Legal Officer at Xact Data Discovery. Kate discusses her journey from litigation lawyer to business executive, the life lessons she learned from her trek across South America, and her tips for succeeding in an executive role. She also shares everything you need to know about eDiscovery in the legal industry. Stay tuned.

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The Lawyer's EdgeBy Elise Holtzman

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