Reinventing Professionals

Building a Hospitality Culture on Long Beach Island

Thu, 03 Sep 2026 07:00:00 -0400

I spoke with Pete Palladino, the Director of Restaurant & Hotel Operations-NJ at Fearless Restaurants, about running Daddy-O, among other properties on Long Beach Island. We discussed building a hospitality culture, the staffing challenges unique to a seasonal vacation market, and how rising guest expectations elevate a team's performance.

Salesforce Chief Legal Officer's Masterclass on AI's Transformation of the Legal Profession

Tue, 01 Sep 2026 07:00:00 -0400

I spoke with Sabastian Niles, the President and Chief Legal Officer at Salesforce. We discussed how corporate legal teams can leverage agentic AI, how to balance being AI-first with human judgment when delivering legal guidance, why law firms need to lead with trusted, agentic AI to gain a competitive advantage and meet client expectations, and the importance of developing unified client intelligence.

Where IP Professionals Are Realizing the Greatest Benefits from AI

Fri, 28 Aug 2026 07:00:00 -0400

I spoke with Frederic Beylier, the CEO of Questel, a provider of intellectual property solutions, including AI-powered modular software and expert services. We discussed how AI has changed the IP sector, the key challenges that brand owners and innovators face in the current climate, where IP professionals are realizing the greatest benefits from AI, and new data on the state of AI in IP.

Becoming a Next Level Law Firm Leader

Fri, 21 Aug 2026 07:00:00 -0400

I spoke with Debbie Foster, CEO, and Stephanie Everett, Chief Growth Officer, at Affinity Consulting Group, about their new book "Be a Next Level Leader: The Four Cornerstones of Law Firm Leadership." We discussed leading with intention in law firms, the benefits of remaining calm under pressure, building credibility and influence when partnership dynamics complicate one's authority, and distinguishing transactional trust from genuinely developing people.

Why the Next Competitive Advantage in the AI Era is Partnership, Not Just Technology

Wed, 19 Aug 2026 07:00:00 -0400

I spoke with Tony Muljadi, the General Manager of Large Law at LexisNexis. We discussed how law firms are adapting their AI strategy from novelty to expectation, why integrating authoritative legal content and trust into existing workflows matter more as AI capabilities begin to converge, and how a genuine strategic technology partnership can fuel a law firm's success.

The Value of Proprietary Content in an AI Era

Tue, 28 Jul 2026 07:00:00 -0400

I spoke with Sean Fitzpatrick, the CEO of LexisNexis’s legal business, where he leads strategy, growth, product innovation, and operations. We discussed the value of proprietary content in an AI era, perspectives on the potential shift in how AI is priced, how customers benefit from partnerships with different AI providers, and evolving customer expectations for legal AI.

Leadership Perspectives From RelFest London 2026

Mon, 22 Jun 2026 07:00:00 -0400

I was fortunate to attend RelFest London 2026 and speak with the following leaders at Relativity:

Chris Brown, Chief Product Officer
Georgia Foster, Managing Director and VP Sales, International
David Horrigan, Discovery Counsel and Legal Education Director
Phil Saunders, Chief Executive Officer
Cristin Traylor, Senior Director, AI Transformation & Law Firm Strategy
Adam Weiss, Chief Administrative Officer & Chief Legal Officer

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 59

Fri, 19 Jun 2026 07:00:00 -0400

In this 59th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Lexpo 2026, learning from AI use cases, and attending RelFest London and LegalTechTalk.

Where Legal Teams Are Succeeding With AI and Where They Are Still Facing Challenges

Thu, 04 Jun 2026 07:00:00 -0400

I spoke with Collen Steffen, the Founder and President of Project Fortress, a legal operations platform for midsize and large law firms and corporate legal departments. We discussed the value of a platform-first approach, why integration with a law firm's various tools is important, the infrastructure necessary to optimize a law firm's entire suite of tools, and where law firms are succeeding with AI and where they are still facing challenges.

How Law Department Leaders Are Balancing Speed, Governance, and Trust in an AI-enabled Era of Legal Services

Tue, 02 Jun 2026 07:00:00 -0400

I spoke with Lexi Lutz, the General Counsel at Summize, a provider of AI-powered contract lifecycle management software. We discussed how law department leaders are balancing speed, governance, and trust in an AI-enabled era of legal services, where legal teams still struggle to gain credibility as innovation partners, and the skills that future lawyers and legal leaders need to succeed.

Overcoming the Barriers Preventing Legal Departments From Operationalizing AI

Fri, 29 May 2026 07:00:00 -0400

I spoke with Dean Sonderegger, the new Senior Vice President and General Manager of Wolters Kluwer ELM Solutions. We discussed the state of AI adoption in corporate legal departments, the biggest barrier preventing legal departments from actually operationalizing AI, and what vendors can do to help move the industry forward.

Legal Data Preservation Within ChatGPT and Claude

Wed, 27 May 2026 07:00:00 -0400

I spoke with Kyle Kelly, the Founder and CEO of Zubu AI, which is an in-place data collection and preservation tool for litigation. We discussed the importance of in-place preservation, how Zubu is built for an emerging enterprise AI data layer, and what legal data preservation looks like within ChatGPT and Claude.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 58

Fri, 22 May 2026 07:00:00 -0400

In this 58th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the 2026 CLOC Global Institute, revisiting law firm economics, understanding the cost of Legal AI, and looking forward to Lexpo 2026.

LexisNexis AI Symposium Charts Transformative Change

Wed, 20 May 2026 07:00:00 -0400

I spoke with Nik Reed, the chief executive officer of Knowable and VP of AI Product at LexisNexis, and Roland Vogl, the executive director and co-founder of CodeX at the Stanford Center for Legal Informatics, about their participation in the 2026 LexisNexis AI Symposium at the Harvard Club. The event was titled The Legal AI Inflection Point: Designing the Future of Legal Practice. Reed moderated the panel Lawyering in the Age of AI: Preparing the Next Generation for Practice, and Vogl moderated Redesigning Legal Practice for the Client-Centric Agentic AI Era.

Perspectives From the 2nd Annual SS&C Intralinks AI Bootcamp

Tue, 19 May 2026 07:00:00 -0400

I spoke with Torben Rankine, the Director of Corporate Sales at SS&C Intralinks, following the company's 2nd Annual AI Bootcamp on Tuesday, May 19, 2026. We discussed how corporate development teams in Silicon Valley are identifying opportunities in the current market, applying generative and agentic AI to drive growth within their organizations, and aligning legal and deal-process teams.

2026 Corporate Legal Operations Consortium Global Institute Mixtape

Fri, 15 May 2026 07:00:00 -0400

It was a privilege to interview these leaders for this Reinventing Professionals mixtape at the 2026 Corporate Legal Operations Consortium Global Institute:

Saad Ahmed, Strategic Account Executive, Everlaw
Ed Chang, Senior Account Executive, LexisNexis CounselLink
Jeff Cox, Director of Brand, Steno
Dan Di Maria, Co-Founder and CRO of Spellbook
Larry Gill, CEO, X1 Discovery
Danielle Haugland, Senior Director of Global Alliances, Agiloft
Sam Karlin, Head of Legal, Blee
Somya Kaushik, Chief Legal Officer, Checkbox
Ross McNairn, CEO, Wordsmith
Ashley Neuman, VP of Marketing and AI Enablement, Factor
Scott Quinn, Senior Vice President of Consulting Services, Sirion
Steve Schley, Chief Revenue Officer, UnitedLex
Ahmed Shaaban, CEO, Fulcrum Global Technologies
Evan Shenkman, Chief Knowledge and Innovation Officer, Fisher Phillips
Don Swanson, Founder, eDig365
Jonathan Williams, Legal Engineer, Legora

Music credit: Upbeat Corporate by AudioCoffee

Why Consistency, Context, and Authority are the Foundations of AI-Ready Knowledge

Fri, 08 May 2026 07:00:00 -0400

I spoke with Katya Linossi and Gabriel Karawani, the Co-Founders of ClearPeople, the maker of Atlas, an intelligent knowledge platform for Microsoft 365 and the knowledge layer for precise, scalable AI. We discussed why consistency, context, and authority are the foundations of AI-ready knowledge, how a knowledge layer improves the accuracy of AI outputs, and ways that law firm leaders can ensure their AI tools use their firm's full knowledge base.

The Legora ROI Report and How Law Firms Quantify the ROI of Their Legal AI Investments

Wed, 06 May 2026 07:00:00 -0400

I spoke with Kyle Poe, the Vice President of Legal Innovation & Strategy at Legora, a legal AI platform for law firms and legal departments. We discussed how law firms quantify and qualify the ROI of their legal AI investments, which metrics law firm leaders should focus on, and how the Legora ROI Report will help them.

Flex Legal Talent and How Lawyers Can Position Themselves to Succeed in 2026

Fri, 01 May 2026 07:00:00 -0400

I spoke with Kyle Robisch, a partner at Latitude Legal, a provider of flexible legal talent, and founder of its Tampa office. We discussed the value of flex legal talent, how AI is creating both headwinds and tailwinds for it, and how lawyers can position themselves to succeed in 2026.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 57

Wed, 29 Apr 2026 07:00:00 -0400

In this 57th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the emergence of AI-first law firms, Claude for Legal, upskilling to advance your career, and verifying legal citations.

Why Law Firms Struggle with Profitability Even When Revenue Looks Strong

Mon, 27 Apr 2026 07:00:00 -0400

I spoke with John Jakovenko, the founder of Jakovenko Group, a law firm consulting company focused on operational excellence, financial clarity, and scalable growth. We discussed the biggest operational blind spots facing small and midsize law firms, why firms struggle with profitability even when revenue looks strong, how law firms can implement KPIs, and the first system managing partners should fix.

The Value of Moving from Intuition-Based Decisions to Evidence-Based Planning in High-Stakes Litigation

Fri, 24 Apr 2026 07:00:00 -0400

I spoke with Adam Masarek, a lawyer, epidemiologist, and the Legal Marketing Manager for Lex Machina®, the LexisNexis® Legal Analytics® platform. We discussed how complex, high-stakes disputes are evolving, what the Trade Secret Litigation Report reveals about trade secret litigation, and the value of moving from intuition-based decisions to evidence-based planning in high-stakes cases.

How AI Has Affected the Responsibilities of a Law Firm IT Leader

Wed, 22 Apr 2026 07:00:00 -0400

I spoke with Tony McKenna, the Chief Information Officer at Lawfront, a group of regional law firms focused on providing legal services in the UK. We discussed how Lawfront differs from a traditional law firm, the advantages of law firms aligned with Lawfront that other independent firms may not have, and how AI is affecting the law firm business model.

Vibecoding Legal Work

Mon, 20 Apr 2026 07:00:00 -0400

I spoke with Matt Pollins, the Co-Founder and Chief Product Officer at Lupl, a work management platform for attorneys and agent teams. He is also the Co-Founder of Vibecode.law, an open community platform launched in 2026 for legal professionals to learn how to build apps and share what they’ve made. We discussed the value of combining attorneys with Agent Teams, the genesis of vibecode.law, and the value of vibecoding in legal.

How AI is Changing the Way Legal Work is Structured, Priced, and Delivered

Thu, 16 Apr 2026 07:00:00 -0400

I spoke with David Solomon and Joe Tiano, the CEO and Co-Founder, respectively, at Legal Decoder, a legal spend analytics platform. We discussed how Legal Decoder’s analytics approach differs from traditional e-billing review or timekeeper compliance tools, the company’s investment from Trajectory Capital, and how AI is changing the way legal work is structured, priced, and delivered.

The Importance of Trust and Accuracy in AI-Powered Document Analysis

Tue, 14 Apr 2026 07:00:00 -0400

I spoke with Vicente Silveira, the Co-Founder and CEO at AI Drive, a platform for legal professionals and teams to deploy agents that support document-intensive projects. We discussed the importance of trust and accuracy in AI-powered legal document analysis, the value of a multi-model approach, and where AI agents in legal work are headed.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 56

Fri, 10 Apr 2026 07:00:00 -0400

In this 56th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the 10th Anniversary of the Lexpo Conference, best practices for assessing the value of legal AI investments, and the LexisNexis AI Symposium on May 5th in New York City.

Branding Advice for Law Firm Managing Partners

Tue, 07 Apr 2026 07:00:00 -0400

I spoke with Bill Schroeder, the founder and co-principal of Clarity, a consultancy focused on brand research, brand strategy, and brand-driven change programs for law firms. We discussed how law firm branding is unique, the effect of brand-driven change programs, and branding advice for law firm managing partners.

How Technology is Transforming the Way In-House Legal Teams Operate

Thu, 02 Apr 2026 07:00:00 -0400

I spoke with Nick Fleisher, the Co-Founder and CEO of Sandstone, an AI-native control tower for corporate legal departments. We discussed how Sandstone differs from Contract Lifecycle Management tools, the biggest challenges of introducing new technology in a corporate legal department, and how technology is transforming the way in-house legal teams operate.

Measuring the ROI of Legal AI in Practice

Tue, 31 Mar 2026 07:00:00 -0400

I spoke with Nick West, a Partner and the Chief Strategy Officer at Mishcon de Reya. We discussed the firm's approach to innovation, the metrics it captures related to its use of Legora, how it measures the ROI of Legora and other tools, how law firms should think about the return on their technology investments, and the new Legora ROI Report.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 55

Fri, 27 Mar 2026 07:00:00 -0400

In this 55th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed our impressions of Legalweek 2026, the ROI of legal AI, and the maturation of AI deployment in law firms and corporate legal departments.

The Importance of Guardrails to Rely on the Output of AI-Assisted Technology

Tue, 24 Mar 2026 07:00:00 -0400

I spoke with Pat Utz, the Co-Founder and CEO of Abstract, an AI policy intelligence platform for legislation and regulation. We discussed how Abstract sources its information, how customers use it to understand state and federal regulations, the unique type of intelligence it provides, and the importance of guardrails for relying on the output of AI-assisted technology.

Leveraging Technology to Draft Trademark Applications and Process Renewals

Fri, 20 Mar 2026 07:00:00 -0400

I spoke with Alex Sappington, the Co-CEO of PageVault, a tool for capturing online content in a legally defensible manner. We discussed PageVault’s launch of Stencil, the problem Stencil solves for trademark teams, how PageVault’s work in litigation strengthens its role in trademarks, and where Stencil fits within the broader array of legal technology tools.

Building a Software Company While Practicing Law Full-Time

Wed, 18 Mar 2026 07:00:00 -0400

I spoke with Matt Basile, the CEO of Naya Software, a software company that automates the legal aspects of originating commercial real estate loans for law firms and institutional lenders. We discussed building a software company while working full-time as a lawyer, new ways law firms are leveraging artificial intelligence, and whether now is the best time to begin practicing law.

Transforming the Application of AI in E-Discovery

Mon, 16 Mar 2026 07:00:00 -0400

I spoke with Cristin Traylor, the Senior Director of AI Transformation and Law Firm Strategy at Relativity, a legal data intelligence company that builds technology to help users organize data, discover the truth, and act on it. We discussed the release of aiR for Case Strategy, how it compares with other AI solutions in legal, and how it will affect the day-to-day work of litigation professionals.

Legalweek 2026 Day 4 Mixtape

Fri, 13 Mar 2026 07:00:00 -0400

Thanks to the following leaders for speaking with me for this mixtape at Legalweek on Day 4:
Bill Roberts, Head of Corporate Communications. Disco
Dennis Garcia, Vice President and General Counsel, Litera
Joey Seeber, CEO, Level Legal
Mary Miller, Chief Marketing Officer, KLDiscovery
Rob Kwiatkowski, Founder, Discernis
Tim Brady, CEO, Colligo
Timo Karakashev, Founder and CEO, Cosmonauts

Legalweek 2026 Day 3 Mixtape

Thu, 12 Mar 2026 07:00:00 -0400

Thanks to the following leaders for speaking with me for this mixtape at Legalweek on Day 3:

Joshua Schnoll, Chief Marketing Officer, Everlaw
Ashley Allman, Senior Director, FTI Technology
Beau Wysong, SVP of Marketing, Opus 2
Bryant Bell, Lead Product Marketer - eDiscovery, Exterro
Michael Connor, Chief Revenue Officer, Cimplifi
Narin Olsson Akay, Director of Marketing, DeepJudge
Rick Weber, Managing Partner, Arbor Ridge Partners
Rion Walker, VP of Corporate Development, BARBRI
Tom Baldwin, Founder and CEO, Entegrata

Legalweek 2026 Day 2 Mixtape

Wed, 11 Mar 2026 07:00:00 -0400

Thanks to the following leaders for speaking with me for this mixtape at Legalweek on Day 2:

Sean Fitzpatrick, CEO, Global Legal, LexisNexis
Alon Dolev, Co-Founder and CEO, Maeven
Chad Pinson, CEO, HaystackID
Dan Malgran, Vice President of Marketing, Steno
David Schnurman, CEO, Lawline
John Bartman, Co-Founder, Law Tech Consultancy
Keao Caindec, CEO, Clarra
Oyango Snell, President and CEO, Corporate Legal Operations Consortium
Peter Zver, Vice President of Revenue and Operations, Bundledocs
Shai Mehani, Co-Founder and CEO, In-House Connect

Legalweek 2026 Day 1 Mixtape

Tue, 10 Mar 2026 07:00:00 -0400

Thanks to the following leaders for speaking with me for this mixtape at Legalweek on Day 1:

Kevin Clark, Right Discovery
Richard Gorelick, ChronoTracer
Steve Salkin, ALM
Danny Thankachan, CaseGuild
Jessie Torres, McDermott, Will & Schulte
Remco Visser, Saga
Emma Raimi-Zlatic, Smokeball

How Legal Teams Can Leverage AI to Improve and Accelerate Their Investigations

Fri, 06 Mar 2026 07:00:00 -0500

I spoke with Raj Chandrasekar, the Chief Technology and Innovation Officer of Consilio, a provider of e-discovery, document review, flexible legal talent, and legal advisory and transformation services. We discussed the biggest disruptions in the legal industry, how legal teams can leverage AI to improve and accelerate their investigations, and the most critical decisions humans still need to make in an AI-driven workflow.

Legalweek 2026 and the Value of Tailoring the Client Experience in E-Discovery

Wed, 04 Mar 2026 07:00:00 -0500

I spoke with Matt Mahon, the Vice President for Client Solutions at Level Legal, a concierge digital forensics, e-discovery, and managed review partner for law firms and corporate legal departments. We discussed how AI is changing e-discovery, the value of tailoring the client experience, the most interesting challenges involving emojis, and Legalweek 2026.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 54

Fri, 27 Feb 2026 07:00:00 -0500

In this 54th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed preparing for Legalweek 2026, reallocating legal work, and formalizing vibe coding.

Understanding the Emergence of AI-First Law Firms

Mon, 23 Feb 2026 07:00:00 -0500

I spoke with Sanjay Kamlani, the Founder and CEO of FairPlay. We discussed the emergence of AI-first law firms, how they differ from traditional law firms, and FairPlay's long-term vision.

The Biggest Endpoint Management and Recovery Pain Points in Law Firms

Thu, 19 Feb 2026 07:00:00 -0500

I spoke with Josh Aaron, the CEO of Aiden Technologies, a company that delivers intelligent Windows endpoint automation and rapid recovery for law firms and other highly regulated organizations, which just launched AidenRescue. We discussed how AidenRescue helps law firms recover from ransomware or system attacks, the biggest endpoint management and recovery pain points in law firms, and how expectations for cybersecurity and endpoint recovery are evolving.

How AI is Changing Business Operations for Multinational Companies

Tue, 17 Feb 2026 07:00:00 -0500

I spoke with Ville Kulmala, the Head of Technology Strategy and International Growth at BestSign, which delivers trusted e-signatures and legal AI for companies operating across borders. We discussed the patterns from the dot-com era and the financial crisis that are similar to the emergence of AI, how AI is changing business operations for multinational companies, and the trends legal industry leaders should track.

How Licensed Professionals Are Leveraging Technology to Navigate Changes in Administrative Law

Wed, 11 Feb 2026 07:00:00 -0500

I spoke with Matthew Bady, a registered nurse and the founder of BoardWise, a SaaS platform that helps licensed professionals manage their board paperwork. We discussed how BoardWise fits within the broader legal tech and access-to-justice landscape, and ways that the platform is evolving as more licensed professionals turn to technology to navigate changes in administrative law.

The Value of Targeted Legal Technology Tools for Litigators

Thu, 05 Feb 2026 07:00:00 -0500

I spoke with Sam Davidoff, the Founder and CEO of Align, a digital binder product for litigators. We discussed the genesis of Align, where non-AI legal technology tools fit into a law firm’s suite of applications, and how legal tech is transforming the practice of law.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 53

Mon, 02 Feb 2026 07:00:00 -0500

In this 53rd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Groundhog Day, law firms embracing vibe coding, and corporate counsel perspectives on AI and innovation.

The Importance of Data in Measuring the Effects of Innovation

Thu, 29 Jan 2026 07:00:00 -0500

I spoke with Aku Sorainen, the Founder and Senior Partner at Sorainen, a law firm based in Estonia, with additional offices in Latvia and Lithuania. We discussed the importance of data in measuring the effects of innovation, how law firm leaders should prepare for the future of legal practice enhanced by AI, the firm’s development of Crespect, and the value of law firms spinning off their technology.

E-Discovery Unfiltered Special Episode - How the Relationship Between Clients, Law Firms, and Trusted Providers is Evolving

Mon, 26 Jan 2026 07:00:00 -0500

I spoke with Joey Seeber, the CEO of Level Legal, a managed services provider and subscriber to the 2025 E-Discovery Unfiltered report. We discussed how Level Legal distinguishes its approach to managed services, ways that AI is affecting the way it serves its clients, and the most compelling findings from the 2025 E-Discovery Unfiltered report.

The Importance of Operational Intelligence in Today’s AI-Enabled Corporate Legal Department

Fri, 23 Jan 2026 07:00:00 -0500

I spoke with Matteo Pagani, the Founder and CEO of Co-Flo Enterprise, an iManage strategic technology partner. We discussed how corporate legal teams are effectively leveraging document management, the importance of operational intelligence in today’s AI-enabled legal department, and how AI is affecting the ways enterprises use and access their data.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 52

Tue, 20 Jan 2026 07:00:00 -0500

In this 52nd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed expectations for 2026, the evolution of AI usage in legal, vibe coding, and perspectives on the year ahead.

How Law Firms Are Quantifying and Qualifying ROI on Legal AI Technology

Thu, 15 Jan 2026 07:00:00 -0500

I spoke with Kyle Poe, the Vice President of Legal Innovation and Strategy at Legora, a legal AI platform for law firms and legal departments. We discussed the current state of AI adoption in the legal industry, how law firms are quantifying and qualifying ROI, and how AI is influencing how firms price, package, and deliver their work.

Creating Additional Revenue Streams from Training Programs

Tue, 13 Jan 2026 07:00:00 -0500

I spoke with Daryl Fitzpatrick, the Chief Revenue Officer at Intellek, which provides learning technology to law firms. We discussed how law firms can use their learning management system beyond traditional training, ways to create additional revenue streams from training programs, and how an LMS can improve communication with clients.

How AI fluency Differs From Skill in Using Specific Tools

Thu, 08 Jan 2026 07:00:00 -0500

I spoke with Chris DeConti, the Chief Strategy Officer at Factor, an alternative legal services provider. We discussed how AI fluency differs from knowing how to use specific tools, training lawyers who are curious but cautious about AI, and how legal professionals should shift their thinking from certainties to possibilities when working with AI.

How General Counsel Can Leverage AI to Create More Value for Their Organizations

Mon, 05 Jan 2026 07:00:00 -0500

I spoke with Eric Greenberg, the Executive Vice President and General Counsel of Cox Media Group, a multi-platform media company based in Atlanta. Eric was a finalist for Corporate Counsel magazine's General Counsel of the Year in 2024 and 2025 and is the author of an eight-part series on AI in Bloomberg Law. We discussed how general counsel can begin leveraging AI, how to help lawyers shift from linear to non-linear thinking, and how law firms can support their clients' digital transformation journey.

The Q4 2025 Ari Kaplan Advisors CEO Roundtable

Mon, 29 Dec 2025 07:00:00 -0500

I was honored to feature these dynamic legal industry leaders for the Q4 2025 Ari Kaplan Advisors CEO Roundtable, focusing on the transformation of the profession in 2026:

Chris Combs, LinkSquares
Nnamdi Emelifeonwu, Definely
Debbie Foster, Affinity Consulting Group
Paulina Grnarova, DeepJudge
Jennifer Hill, ThoughtRiver
Mark Nastasi, CobbleStone Software
Matteo Pagani, Co-Flo Enterprise

The 2025 Ari Kaplan Advisors Legal Tech GC/CLO Roundtable

Tue, 23 Dec 2025 07:00:00 -0500

I was honored to interview these remarkable leaders for the inaugural Ari Kaplan Advisors Legal Tech GC/CLO Roundtable, focusing on the key challenges, trends, and opportunities that are likely to affect strategic priorities in 2026:

Jason Barnwell, Agiloft
Marla Crawford, Cimplifi
Clint Crosier, iManage
Dennis Garcia, Litera
Jenny Hamilton, Exterro
Beth Kallet-Neuman, Relativity
Colin Levy, Malbek
John Patzakis, X1
JP Son, Verbit

Why Plaintiffs' Personal Injury Cases Are Well-Suited to AI-Driven Automation

Fri, 19 Dec 2025 07:00:00 -0500

I spoke with Raymond Mieszaniec, Co-Founder and Chief Operating Officer of EvenUp, a legal tech company that uses AI to help personal injury attorneys maximize case values. We discussed why plaintiffs' personal injury work is well-suited to AI-driven automation, how AI tools will affect the volume and quality of cases filed, and how AI is changing the practice of law.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 51

Wed, 17 Dec 2025 00:00:00 -0500

In this 51st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I looked back at developments in 2025 and ahead to 2026.

Advice for Legal Teams Pursuing Digital Transformation

Mon, 15 Dec 2025 07:00:00 -0500

I spoke with Jenn McCarron, the Co-Founder & CEO of Contracts.ai, a platform that bridges the data gap between legal and finance by transforming contracts into structured, actionable intelligence powering enterprise decision-making. We discussed the technology development process, how Contracts.ai differs from a CLM and a legal AI tool, and advice for legal teams pursuing digital transformation.

Where the Use of Agentic Tools in Legal is Headed

Fri, 12 Dec 2025 07:00:00 -0500

I spoke with Ravi Tandon, the CEO and Co-Founder of DecoverAI, a legal intelligence platform that helps attorneys uncover insights during investigations and e-discovery. We discussed the biggest gaps in law firm knowledge management today, how AI is transforming investigations and e-discovery, ways that legal professionals can build trust, reliability, and responsible AI practices for high-stakes legal matters, and where the use of Agentic tools in legal is headed.

The Connection Between Thought Leadership and Cross-Selling in Law Firms

Wed, 10 Dec 2025 07:00:00 -0500

I spoke with James Barclay, the CEO of Passle, a legal-tech company that supports lawyer-authored thought leadership and helps firms use content for revenue growth. We discussed why cross-selling is important for law firms, how CrossPitch AI differs from traditional KM/experience-management tools, the benefits of integrating laterals and other attorneys into the cross-selling process, and where thought leadership creates the most leverage for cross-selling.

Why Podcasting Has Become a Powerful Marketing Tool for Legal Professionals

Mon, 08 Dec 2025 07:00:00 -0500

I spoke with Dennis Meador, the Founder and CEO of the Legal Podcast Network. We discussed why podcasting has become a powerful marketing tool for legal professionals, the hallmarks of a successful podcast, and how to overcome the challenges of launching and maintaining a podcast in the legal sector.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 50

Fri, 05 Dec 2025 07:00:00 -0500

In this 50th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the prospect of an AI bubble, innovation and client service, and proactively driving change.

How AI is Changing the Way Legal Teams Leverage CLM

Wed, 03 Dec 2025 07:00:00 -0500

I spoke with Matt Lhoumeau, the Co-Founder and CEO of Concord, a contract lifecycle management software platform. We discussed how AI is changing the way legal teams leverage CLM, the launch of Horizon, Concord's conversational AI platform, why managing contracts manually is still common, and how CLM will evolve.

How AI is Affecting the Dynamic Between In-House Lawyers and Their Outside Counsel

Mon, 01 Dec 2025 07:00:00 -0500

I spoke with Alex Zilberman, the Co-Founder and CEO of Chamelio, a legal intelligence platform for corporate legal departments. We discussed how AI is changing the way corporate legal teams practice, where they are finding success with AI, where they are still facing challenges, and best practices for driving adoption of new applications.

The Non-Negotiable Elements of Responsible AI in Legal

Mon, 24 Nov 2025 07:00:00 -0500

I spoke with Ned Gannon, the co-founder and CEO of Coheso, an AI-native legal front door and work management platform for in-house legal and compliance teams. We discussed the biggest barriers to AI adoption for corporate legal professionals, lessons that legal tech founders should keep in mind as they grow their businesses, and the non-negotiable elements of responsible AI in the legal domain.

Reverse Engineering a Book

Fri, 21 Nov 2025 07:00:00 -0500

I spoke with Melanie Herschorn, the founder of Big Impact Books, a publisher and book marketing strategist who helps attorneys and professionals become authors and recognized experts in their field. We discussed the greatest opportunities for lawyers to leverage a book to grow their practice, how lawyers can balance their client work with the demands of writing and promoting a book, and the effect of AI on publishing.

The Advantages of Using an AI Agent in Contract Review

Thu, 20 Nov 2025 07:00:00 -0500

I spoke with Brian Powers, the Co-Founder & CEO of Markups.ai, a company that created an AI agent called Agent Marko to draft, revise, and analyze contracts from clients’ inboxes, with no new platform required, and Debbie Epstein Henry, the Founder of DEH Consulting, Speaking, and Writing, and the Chief Strategic Advisor to Markups.ai. We discussed the advantages of using an AI agent in contract review, where startups can distinguish themselves in a crowded market, the misconceptions about AI that leaders need to address before they can achieve broad adoption, and the skills legal professionals should enhance to fuel their success.

The Unique Security and Privacy Challenges for AI in Large Law Firms

Tue, 18 Nov 2025 07:00:00 -0500

I spoke with Doug Bemis and Chris Martin, the CEO and President, respectively, of Syntracts, a legal AI company that offers a secure, on-premises contract intelligence platform. We discussed the unique security and privacy challenges for AI in large law firms, how legal teams are adapting, and where legal AI is headed.

How the Intersection of Design, Strategy, and Technology is Shaping the Future of Legal Practice

Fri, 14 Nov 2025 07:00:00 -0500

I spoke with Brandie Knox, the Principal & Creative Director of Knox Design Strategy, a consultancy that partners with law firms on branding, user experience, and user interface design. She is also the Founder & CEO of Moxx, a digital case notebook that helps litigators streamline case preparation and collaboration. We discussed best practices in legal to leverage design to stand out, and how the intersection of design, strategy, and technology is shaping the future of legal practice.

How Legal Professionals Can Prevent Hallucinations and Build Trust in Legal AI

Wed, 12 Nov 2025 07:00:00 -0500

I spoke with Mark Doble, the Founder and CEO of Alexi, an AI-driven legal workflow platform. We discussed how legal professionals can prevent hallucinations and build trust in legal AI, the top privacy and compliance risks that law firms need to consider, and how generative AI will transform legal workflows.

Mixtape: 2025 LegalTech Connect

Mon, 10 Nov 2025 07:00:00 -0500

Thanks to these industry leaders for speaking with me for my 2025 LegalTech Connect conference mixtape: James Lee, CEO, LegalMation; John DiMenna, Sales Director, Dealcloser; Moiz Shirazi, Co-Founder and CEO, SCOREalytics, Inc; Nicole Bradick, Global Head of Innovation, Factor; and, Scott Mozarsky, CEO and Managing Director, JEGI LEONIS.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 49

Fri, 07 Nov 2025 07:00:00 -0500

In this 49th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Legal IT Insider’s 30th anniversary, the first Orange Rag, the potential for an AI bubble, and emerging AI leadership.

Best Practices for Building a Strong Team of Lawyers and Legal Professionals to Enhance Law Firm Growth

Wed, 05 Nov 2025 07:00:00 -0500

I spoke with Howard Ankin, the Founder of Ankin Law, a personal injury and workers’ compensation law firm based in Chicago. We discussed the best practices for building a strong team of lawyers and legal professionals to enhance law firm growth, how technology can enhance client service, and how trial work will change in an AI-centric future.

Mixtape: 2025 Knowledge Management & Innovation for Legal Conference

Mon, 03 Nov 2025 07:00:00 -0500

Thanks to these industry leaders for speaking with me for my 2025 Knowledge Management & Innovation for Legal (KM&I) conference mixtape:

Michelle Gleason, Regional Sales Manager at LexisNexis, Conan Hines, Director of Practice Innovation at Fried Frank, Kevin Klein, Co-Founder at Legal Tech Connect, Katya Linossi, Co-Founder and CEO at Atlas by ClearPeople, Kyle Poe, VP of Legal Innovation and Strategy at Legora Daniel Porus, Chief Commercial Officer at Legatics, Maureen Schlade, Director of Key Accounts at LexisNexis, Ryan Steadman, Global Commercial Leader at Epiq Law Advisory, and Ben Wightwick, Chief Commercial Officer at Autologix.

Mixtape: 2025 Association of Corporate Counsel Annual Meeting

Fri, 31 Oct 2025 07:00:00 -0400

It was a privilege to interview these leaders for this mixtape from the 2025 Association of Corporate Counsel Annual Meeting:

Ashley Miller, General Counsel, Financial Services, North America, and Head of Legal Operations, Americas, Capgemini
Anthony Bégon, Vice President, Legal, Trellix
Daniel Bonner, Director of Client Solutions, Level Legal
Gabe Gross, Head of eDiscovery, DiliTrust
Janice Ryan, Partner, Venable
Jeni Turner, Director, Go-to-Market Strategy and Client Engagement, Corporate Legal, LexisNexis
Jim McGrew, Chief Client Services Officer, Ogletree Deakins
Joshua Maley, CEO and Co-Founder, Theorem Legal
Kyle Konz, Shareholder, Brooks Kushman
Mark Nastasi, Founder and CEO, CobbleStone Software
Michael Babitsky, Head of Strategy and Operations, Corporate Legal, LexisNexis
Monica Harris, Senior Product Manager, American Arbitration Association

How KM and Legal Innovation are Shifting with the Emergence of Generative AI

Wed, 29 Oct 2025 07:00:00 -0400

I spoke with Oz Benamram, a leader in law firm knowledge management and innovation, and the Founder of SKILLS.law. We discussed the advisory services most in demand for law firms, how KM and legal innovation are shifting with the emergence of generative AI, the evolution of SKILLS.law, the likely impact of AI on legal, and the Michael Mills Memorial LegalTech Scholarship at Cornell Tech.

Midsize Law Firms are Balancing Potential and Pitfalls in Charting an Unpredictable Path Forward

Mon, 27 Oct 2025 07:00:00 -0400

I spoke with Olivia Mockel, the Chief Brand and Market Strategy Officer at SurePoint Technologies, Debbie Foster, the CEO of Affinity Consulting Group, and Laura Wenzel, the Global Marketing & Insights Director at iManage. The three companies are part of a consortium that supported a new market research report featuring the perspectives of midsize law firm leaders called "Midsize Law Firms Are Balancing Potential and Pitfalls in Charting an Unpredictable Path Forward." We discussed how chief financial officers, chief operating officers, chief information officers, and executive directors are approaching generative AI, data and financial intelligence, technology adoption, and training to help drive their firms into a new era of legal services.

The Most Common Financial Challenges Law Firms Face and How Leaders are Using Technology to Address Them

Fri, 24 Oct 2025 07:00:00 -0400

I spoke with Rick Hellers, the CEO of Scan Logic, the provider of BillSync and APSync, designed to simplify law firm finances. We discussed the most common financial challenges law firms face, how leaders are using technology to address them, best practices for ensuring prompt and full payment of legal invoices, and how the economy is affecting the financial health of law firms.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 48

Wed, 22 Oct 2025 07:00:00 -0400

In this 48th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the value of practical conversations about AI pricing, promoting wellness at conferences, and empowering change.

How Investigations Have Changed in the Age of AI

Mon, 20 Oct 2025 07:00:00 -0400

I spoke with Greg Wildisen, the Co-Founder and Head of Technology at PanoramAI, a generative AI-powered platform specializing in relevancy review for litigation, investigations, and regulatory compliance, as well as cyber breach data mining and pre-breach data threat intelligence. We discussed how investigations have changed in the age of AI, its BCLP case study, and how the use of AI in legal is evolving.

The 2025 ACC Annual Meeting and How Corporate Legal Departments are Evolving

Fri, 17 Oct 2025 07:00:00 -0400

I spoke with Capri Miller and Matt Mahon, the Customer Partner and Vice President of Customer Experience, respectively, at Level Legal, a provider of managed services, about the Association of Corporate Counsel's 2025 Annual Meeting in Philadelphia and how corporate legal departments are evolving.

The Convergence of Knowledge Management, Innovation, and Legal Tech Investing

Wed, 15 Oct 2025 07:00:00 -0400

I spoke with Kevin Klein, Co-Founder of LegalTech Connect and Head of Content & Programming at the KM&I for Legal Conference, and Patrick DiDomenico, who founded InspireKM Consulting and KM&I, and is now Co-Founder at LegalTech Connect. We discussed the convergence of KM&I and LegalTech Connect, the evolution of law firm knowledge management and innovation, and how conversations about KM and AI will drive the legal profession forward.

The Most Exciting Opportunities AI is Creating for Lawyers

Mon, 13 Oct 2025 07:00:00 -0400

I spoke with Tom Martin, the founder and CEO of LawDroid, an Adjunct Professor teaching Generative AI and the Delivery of Legal Services at Suffolk Law School, and a co-founder of the American Legal Technology Awards. We discussed the most exciting opportunities AI is creating for lawyers, best practices for persuading AI skeptics, the ethical and practical guardrails lawyers should consider, and the objective of the American Legal Technology Awards.

Mixtape: Relativity Fest 2025

Fri, 10 Oct 2025 07:00:00 -0400

It was a privilege to speak with these leaders for this Relativity Fest 2025 mixtape: Brett Chalmers, Website and Product Marketing Director, Opus 2. Mathew Corfield, Surveillance Product Owner, Theta Lake. Blake Ferger, Senior Consultant, Complete Discovery Source. Shawn Gaines, Chief Marketing Officer, OnDean. Frank Perrone, Founder and CEO, ReVia Matt Rosenthal, Senior Vice President of Sales, Cimplifi. Alex Sappington, Co-CEO, Page Vault. Ben Sexton, Senior Vice President, Innovation and Strategy, JND Legal Administration. Marcin Święty, Chief Security Officer, Relativity. Alston Walker, Senior Discovery Consultant and Executive Client Services Liaison, HaystackID. Freya Zhou, Co-Founder & COO, Fileread.

Avoiding the Pitfalls of Using AI in a Legal Practice

Wed, 08 Oct 2025 07:00:00 -0400

I spoke with Binit Agrawal, the Chief of Staff at Lucio, an India-based AI-native workspace for lawyers. We discussed the pitfalls of using AI in a legal practice, the mindset and skill set that junior lawyers should adopt, and how AI in the legal profession is evolving.

Where Lawyers Should Leverage Technology to Enhance Their Business Development

Mon, 06 Oct 2025 07:00:00 -0400

I spoke with Timothy Keith, the Founder and CEO of Propense.ai, which develops technology to empower cross-selling in professional services, including at law firms. We discussed how AI can help law firms improve cross-selling, the most common business development challenges they face, and where lawyers should leverage technology to enhance their business development.

How the Value of CLM Has Changed Since the Emergence of Generative AI

Fri, 03 Oct 2025 07:00:00 -0400

I spoke with Matt Patel, Founder and Chief Operating Officer at Malbek, an enterprise CLM company providing comprehensive contract management solutions for procurement, legal, sales, and other functions. We discussed who gains the most value from CLM, how its value has changed since the emergence of generative AI, and how it is evolving.

Techniques for Facilitating Innovation While Managing Risk

Wed, 01 Oct 2025 07:00:00 -0400

I spoke with Cecy Graf and T.J. Henry, the co-founders of Federate, which builds and manages back-office systems like billing, finance, and operations for small and mid-size law firms. We discussed strategic opportunities in back-office support for law firms, how law firms can drive operational efficiency, techniques for facilitating innovation while managing risk, and emerging trends that managing partners should prepare for.

How Law Firm Leaders Can Drive Growth and Profitability

Mon, 29 Sep 2025 07:00:00 -0400

I spoke with Rebecca Stidham, a tax partner and the Law Firm Services Team Leader at Withum, Smith+Brown, PC, an accounting and advisory firm that provides tax, assurance, accounting, digital transformation, cybersecurity, and wealth management services to law firms, among other sectors. We discussed how law firm leaders can drive growth and profitability, key areas for enhancing digital transformation, and best practices for keeping up with the rapid pace of legal technology development.

Future Opportunities for the Application of AI in Legal

Fri, 26 Sep 2025 07:00:00 -0400

I spoke with Nishat Mehta, the CEO of Lexitas, a provider of court reporting, records retrieval, process service, and legal talent solutions. We discussed how AI is impacting traditional legal services, what lawyers can do to prepare for the transition to a more AI-centric profession, the pitfalls attorneys must avoid, and future opportunities for the application of AI in legal.

How AI-driven Data Mapping and Labeling Tools are Changing the Way Companies Manage Their Data Risk

Wed, 24 Sep 2025 07:00:00 -0400

I spoke with Brandon Hollinder, the Vice President of eDiscovery and Cyber Solutions at Epiq, a provider of legal and business services. We discussed the proactive steps companies should take to strengthen their information governance, how AI-driven data mapping and labeling tools are changing the way companies understand and manage their data risk, and ways that AI is affecting cybersecurity.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 47

Mon, 22 Sep 2025 07:00:00 -0400

In this 47th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Legal IT Insider's 30th anniversary, reimagining billable work, anticipating disruption, and providing value.

How AI Transparency, Speed, and Cost-Efficiency Have Transformed Client Expectations

Fri, 19 Sep 2025 07:00:00 -0400

I spoke with John Lee, the General Counsel and Head of Strategy for Ruli, a legal AI platform for corporate law departments. We discussed how legal teams should calculate the ROI or value of a legal technology investment, the qualities buyers should consider when selecting a legal AI vendor, and ways that client expectations have changed due to advanced AI transparency, speed, and cost-efficiency.

Leveraging Technology to Prepare Witnesses to Testify

Wed, 17 Sep 2025 07:00:00 -0400

I spoke with Karl Schieneman, a Co-Founder of TestMyWitness, which empowers witness preparation using AI. We discussed how legal teams can leverage technology to prepare witnesses to testify, and how that process is evolving.

How Law Department Leaders Should Approach Technology Adoption to Maximize Impact and Efficiency

Mon, 15 Sep 2025 07:00:00 -0400

I spoke with Anne Post, CEO of Xakia, North America, a provider of legal matter and contract management solutions. We discussed how law department leaders should approach technology adoption to maximize impact and efficiency, the biggest challenges in-house legal teams face in demonstrating value, and the most compelling opportunities for legal departments to become true strategic partners within their organizations.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 46

Fri, 12 Sep 2025 07:00:00 -0400

In this 46th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed budgeting, purchasing, and piloting in legal tech, measuring ROI and value, and building community.

How In-House Counsel Can Use the RAILS Risk Framework to Better Approach AI Risk Assessment and Governance

Wed, 10 Sep 2025 07:00:00 -0400

I spoke with Diane Homolak, the VP of Technology Solutions for Integreon, Sylvain Magdinier, an independent consultant specializing in legal transformation and innovation, and Gayle Gorvett, the CEO and Managing Director of GGorvett Consulting. They are all part of a workstream within RAILS that helped further the deployment and development of AI in the legal profession. We discussed how in-house counsel can use the RAILS Risk Framework to better approach AI risk assessment and governance, and ways that legal teams are managing AI risk, along with privacy and cybersecurity.

Advocacy, Operational Maturity, AI, and the Future of Legal Operations

Mon, 08 Sep 2025 07:00:00 -0400

I spoke with Oyango Snell, the Executive Director of the Corporate Legal Operations Consortium. We discussed the biggest challenges facing leaders in legal operations, how they can more effectively highlight their contributions to their organizations, the value of operational maturity skills, and the skills necessary for legal operations leaders to thrive.

Empowering Collaboration, Maintaining Culture, and Ensuring Accountability in a Distributed Law Firm

Fri, 05 Sep 2025 07:00:00 -0400

I spoke with Kevin Broyles, the co-founder and managing partner of FisherBroyles, a distributed law firm. We discussed how legal teams can empower collaboration, maintain culture, and ensure accountability with remote teams, the professional, personal, and financial benefits of a distributed law firm model, and best practices for driving law firm growth in a rapidly changing environment.

The Difference Between How Legal Teams Are Using Generative AI and Agentic AI

Wed, 03 Sep 2025 07:00:00 -0400

I spoke with Sagi Eliyahu, the CEO and co-founder of Tonkean, a process orchestration platform, and the maker of LegalWorks, which helps legal teams automate complex processes and time-consuming workflows. We discussed the best practices for legal teams looking to adopt AI, the difference between how legal teams are using generative AI and agentic AI, and misconceptions about the capabilities of AI.

The Value of Fractional GC and HR Services

Thu, 28 Aug 2025 07:00:00 -0400

I spoke with Monica Winghart and Doug Luftman, the Founders of Velocity Edge Advisors, a San Francisco-based legal and HR services firm. We discussed the value of combining on-demand legal and HR services, the rising interest in fractional GC services, and the importance of understanding a client's business to exceed expectations.

Digital Transformation, Generative AI, and the Future of Practicing Law

Tue, 26 Aug 2025 07:00:00 -0400

I spoke with Nick Abrahams, a partner and the Global Co-Leader of Digital Transformation at Norton Rose Fulbright, who is also the Co-Founder of LawPath, a direct-to-consumer legal services provider. We discussed balancing digital transformation and practicing law, the effect of generative AI on the legal profession, and the qualities that matter most to prospective clients.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 45

Thu, 21 Aug 2025 07:00:00 -0400

In this 45th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ILTACON 2025, the Copilot gateway to generative AI, and transforming legal training.

ILTACON 2025 Mixtape

Tue, 19 Aug 2025 07:00:00 -0400

I was fortunate to speak with the following leaders at the 2025 International Legal Technology Association Conference for my mixtape of their perspectives on trends and opportunities in the current market: Dan Arntsen, Strategic Relationship Manager, Affinity Consulting Group Melissa Ballesteros, Manager of AI and Legal Technology Adoption, Holland & Knight (Miami) Kevin Blomberg, Senior Public Relations Manager, Disco Ryan Cagnoni, Chief of Staff, Elite Technology Nnamdi Emelifeonwu, CEO of Definely Kyle Gribben, Head of Digital Services, Matheson John Haddock, Chief Business Officer, Harvey David Horrigan, Discovery Counsel and Legal Education Director, Relativity Matt Mahon, VP of Customer Experience, Level Legal Anthony Muljadi, General Manager of Large Law, LexisNexis Beau Wysong, SVP of Global Marketing, Opus 2 Ozan Yalti, Co-Founder, Draftwise

ILTACON 2025: Empowering How Transactional Lawyers Practice

Thu, 14 Aug 2025 07:00:00 -0400

I spoke with Nnamdi Emelifeonwu and Bruno Belcastro Pinto, the CEO and Senior Product Leader, respectively, at Definely, an AI-powered productivity suite for contract drafting and review, during the 2025 International Legal Technology Association Conference. In this second part of our interview, we discussed the growth of the legal technology sector, how the company is integrating its release of Cascade during ILTACON into its portfolio of tools, and the way technology is affecting the practice of law.

ILTACON 2025: Using AI to Better Understand the Effects of Modifications to Contracts

Tue, 12 Aug 2025 07:00:00 -0400

I spoke with Nnamdi Emelifeonwu and Bruno Belcastro Pinto, the CEO and Senior Product Leader, respectively, at Definely, an AI-powered productivity suite for contract drafting and review, during the 2025 International Legal Technology Association Conference. In this first part of our interview, we discussed the company's origin story, its release of Cascade during ILTACON, and the value it provides to transactional lawyers focused on complex, high-value documents and contracts.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 44

Fri, 08 Aug 2025 07:00:00 -0400

In this 44th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed tips for ILTCON, networking over breakfast, dinner, and running at the conference, and new developments to watch.

How Legal Professionals Should Prepare for and Adapt to an AI-Centric E-Discovery Landscape

Thu, 07 Aug 2025 07:00:00 -0400

I spoke with Jim Sullivan and Tom Palladino, the Founder and President, respectively, at eDiscovery AI, which leverages artificial intelligence for document review, privacy response, investigations, and litigation. We discussed how legal professionals should prepare for and adapt to an AI-centric e-discovery landscape, the value of early case intelligence, and the biggest opportunity for legal teams to improve outcomes by embracing AI.

The Connection Between Compliance and Generative AI

Wed, 06 Aug 2025 07:00:00 -0400

I spoke with Gabriel Buigas, the Executive Vice President of Legal & Compliance Solutions at Integreon, a global provider of tech-enabled legal and business solutions. We discussed how legal teams are utilizing generative AI to enhance regulatory compliance, the compliance management challenges legal departments are facing, and where in-house teams are effectively using generative AI beyond compliance.

Lessons in Leadership

Tue, 05 Aug 2025 07:00:00 -0400

I spoke with Donna Frugoli, the Lead Application Support Analyst at Seyfarth Shaw, Julia Montgomery, the Director of Practice Enablement at King & Spalding, and Carlos Rodriguez, the CEO & CISO at CA2Security. The three are contributors to a new book titled "Lessons in Leadership," published by the International Legal Technology Association. We discussed the lessons they shared in the book, the power of relationship-building in a hybrid environment, best practices for demonstrating intellectual curiosity, and how strategic planning and team building affect the success of an initiative.

Maximizing Case Management to Empower Modern Litigation

Mon, 04 Aug 2025 07:00:00 -0400

I spoke with Keao Caindec, the Co-Founder and CEO of Clarra, a case management platform. We discussed how law firms are leveraging case management, ways that it can help global enterprises track litigation, the benefits of using reporting and analytics to measure and forecast, and how AI is affecting the way law firms and legal departments manage their dockets.

CEO Roundtable: Legal Sector CEOs Recap the First Half of 2025 and See Opportunity Ahead

Thu, 31 Jul 2025 07:00:00 -0400

It was a privilege to feature the following leaders in legal technology and legal services for the Q2 2025 Ari Kaplan Advisors CEO roundtable discussion about trends, challenges, and opportunities:
Milan Bobde, Oddr
Keao Caindec, Clarra
William Johnson, TCDI
Marcel Lang, Epona
Nishat Mehta, Lexitas
Subroto Mukerji, Integreon
Gene Phillips, PF2 Securities
Luke Suydam, Page Vault

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 43

Fri, 25 Jul 2025 07:00:00 -0400

In this 43rd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed aligning human judgment with AI support, advice for those considering law school, and ILTACON.

Improving Billing and Collections to Enhance Client Service

Wed, 23 Jul 2025 07:00:00 -0400

I spoke with Milan Bobde, the co-founder and CEO of Oddr, an AI-powered invoice-to-cash platform for law firms. We discussed how law firms are addressing the invoice-to-cash process, the benefits of integrating legal technology platforms in law firms, and ways that improving billing and collections can enhance client service.

The State of Innovation in Legal

Thu, 17 Jul 2025 07:00:00 -0400

I spoke with Zena Applebaum, the Senior Vice President of Market Development for Harbor, a provider of professional legal services. We discussed the level of adoption of generative AI in the legal industry, how law firm and law department leaders are balancing the excitement of emerging technology with their day-to-day operational needs, and where generative AI is disrupting legal services the most.

How AI is Transforming Litigation

Tue, 15 Jul 2025 07:00:00 -0400

I spoke with Mike Murray, the VP of Product Strategy for Veritext Legal Solutions. We discussed how AI is transforming litigation, areas that law firms should prioritize when integrating AI into their practices, and the ethical and regulatory considerations related to AI usage in the legal field.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 42

Thu, 10 Jul 2025 07:00:00 -0400

In this 42nd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the mid-year recap, selecting the proper AI tool, merger mania, and creating a competitive advantage in legal.

How to Think About AI

Tue, 08 Jul 2025 07:00:00 -0400

I spoke with Professor Richard Susskind CBE KC (Hon), President of the Society for Computers and Law and author of many notable books, including his most recent publication, How to Think About AI - A Guide for the Perplexed. We discussed strategies for balancing the benefits and risks of artificial intelligence, how technology can help legal professionals better serve their clients, and ways that leaders in the legal field should approach AI to drive their organizations forward.

How Generative AI is Affecting the Demand for Legal Services and the Need for AI Fluency

Wed, 02 Jul 2025 07:00:00 -0400

I spoke with Subroto Mukerji, the CEO of Integreon, an alternative legal and global managed services provider. We discussed how generative AI is affecting the demand for legal services, the value of “AI fluency” in the legal field, and how the legal operations discipline is evolving as generative AI becomes increasingly embedded in legal workflows.

How Digital Transformation is Reshaping Legal Marketing in 2025

Mon, 30 Jun 2025 07:00:00 -0400

I spoke with Sonya Palmer, the Senior Vice President of Operations at Rankings.io, a marketing company for lawyers. We discussed how digital transformation is reshaping legal marketing in 2025, the types of marketing law firms should prioritize to stay competitive, and the key elements of a strong legal brand.

How Legal Professionals Can Articulate Their Value in an Era of Agentic AI and Automation

Thu, 26 Jun 2025 07:00:00 -0400

I spoke with Bjarne Tellmann, the founder of FjordStream Advisors, a boutique consultancy that provides advisory services and executive coaching to the legal industry. We discussed the most valuable areas of digital transformation for a law firm, how to build teams that will drive a legal organization into the future, and how legal professionals can articulate their value in an era of agentic AI and automation.

The Benefits of Leveraging Client Intelligence

Tue, 24 Jun 2025 07:00:00 -0400

I spoke with Andy Seavers, the Co-Founder and CEO of Case Status, a client engagement platform focused on connecting consumer law firms with their clients. We discussed the importance of a new approach to client engagement for modern law firms, the ethical challenges associated with deploying legal technology, and how AI and data analytics are reshaping the practice of law.

Redefining Legal Operations to Adapt to Uncertainty and Change

Fri, 20 Jun 2025 07:00:00 -0400

I spoke with Will Seaton, the Chief Customer Officer at DraftWise, Dan Wallace, the Vice President of Sales for the North American Markets at Neota, and Laura Wenzel, the Global Marketing & Insights Director at iManage. The three companies are part of a consortium supporting a new report featuring the perspectives of 31 legal operations leaders, titled "Redefining Legal Operations to Adapt to Uncertainty and Change." We discussed the most compelling results, how legal operations teams are evolving, and the technology trends driving change in an uncertain era.

Adapting ESI Protocols to Address Hyperlinked Files

Wed, 11 Jun 2025 07:00:00 -0400

I spoke with Brandon D’Agostino, Vice President of Product at Cloudficient, a provider of information governance and e-discovery software. We discussed the rise of hyperlinked documents in e-discovery, the legal challenges of preserving and collecting hyperlinked files, and adapting ESI protocols to address hyperlinked files.

Closing the Gaps by Modernizing Legal Document Management

Mon, 09 Jun 2025 07:00:00 -0400

I spoke with Peter James, a Senior Partner with @DOCS, and David Leong, the Chief Technology Officer with @GROUP about how modern law firms navigate document management challenges, what post-COVID print volumes and workflows reveal about document production, and the webinar - Closing the Gaps by Modernizing Legal Document Management - on Wednesday, June 11, 2025.

Lexpo Special Balancing Legal and Business Risks to Ensure the Success of Large-Scale Digital Transformations

Fri, 06 Jun 2025 07:00:00 -0400

I spoke with Tommi Ogi Possnert, a legal industry leader based in Stockholm and a featured speaker at the Lexpo Conference, taking place in Amsterdam on June 16th and 17th. We discussed the most common challenges companies face when implementing new technologies in legal, how to balance risks to ensure the success of large-scale digital transformations, and how the role of in-house legal teams is evolving in an emerging era of AI, automation, and data-driven decision-making.

Embracing Legal Innovators in California, London, and New York

Wed, 04 Jun 2025 07:00:00 -0400

I spoke with Richard Tromans, founder of Tromans Consulting and Artificial Lawyer, which is the co-producer of the Legal Innovators Conference Series, including Legal Innovators California in San Francisco on June 11th and 12th. We discussed the genesis of Artificial Lawyer, the inspiration for the Legal Innovators Conference, the importance of facilitating complementary conversations for law firm and legal department leaders, and best practices for balancing discussions of the practical and the promising aspects of emerging technology.

Revisiting the Best Practices for Business Development Success

Mon, 02 Jun 2025 07:00:00 -0400

I spoke with Alistair Marshall, the Director and Owner of Professional Services Business Development, a consultancy that focuses on strategy, marketing, and business development for law firms worldwide. He is the author of the newly released Grow Your Professional Services Practice – The Practical Guide to Business Development. We discussed best practices for business development success, the most common mistakes lawyers make when approaching business development, how Grow Your Professional Services Practice – The Practical Guide to Business Development differs from similar books on the market, and the top five profit drivers.

The Rising Demand for Cybersecurity and E-Discovery Talent

Fri, 30 May 2025 07:00:00 -0400

I spoke with Tom Chapman, the Co-Founder of Iceberg, a specialist recruitment firm focused on cybersecurity and e-discovery. We discussed how the demand for cybersecurity and e-discovery talent has evolved, the challenges companies face when hiring for these roles, and how AI and automation are impacting hiring in cybersecurity and e-discovery.

Open-Source Intelligence and Why it Has Become Vital to Modern Legal Operations

Wed, 28 May 2025 07:00:00 -0400

I spoke with Rick Campbell, the Executive Chairman and CEO of @GROUP, and Matt Winlaw, the CEO and Managing Director of @ID, one of three divisions that includes @DOCS and @SOFT, within @GROUP. We discussed open-source intelligence, why OSINT has become vital to modern legal operations, the blind spots in traditional legal risk models, predictive behavioral AI use cases, and practical ways for legal teams to integrate AI and OSINT without overwhelming their workflows.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 41

Thu, 22 May 2025 07:00:00 -0400

In this 41st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed value-based billing, driving firmwide innovation, and cultivating a willingness to be engaged.

CLOC CGI 2025 Mixtape

Tue, 20 May 2025 07:00:00 -0400

I was lucky to have many great conversations with industry leaders at the 2025 CLOC (Corporate Legal Operations Consortium) Global Institute, which I captured in this #ReinventingProfessionals #Mixtape 😀 Thanks to the following participants for sharing their insights:

🎙️ David Blazejewski (David Blaze), Chief Revenue Officer, TruthOrLie.ai
🎙️ Tim Brady, CEO, Colligo
🎙️ Laurie Ehrlich (she/her), Chief Legal Officer, Dioptra
🎙️ James Ferguson-Mahan, Enterprise Account Executive, DeepL
🎙️ Kathleen Hoffman, Account Executive, LegalMation
🎙️ Austin Holian, Director of Marketing and Partnerships, Clarra
🎙️ Sam Kidd, CEO, LawVu
🎙️ Bryan Kimes, Director of Legal Operations and Litigation Support, Philip Morris International
🎙️ Jessica King, Vice President of Legal Innovation and Strategic Partnerships, ContractPodAi
🎙️ Henal Patel, CEO, DocJuris
🎙️ Charles Post, Executive Vice President, Cimplifi
🎙️ Tim Prowitt, Head of Sales, PromptArmor
🎙️ Mark Redmayne, Senior Director of Legal Services, TCDI
🎙️ Shaunak Turaga, CEO, Docsum

Enhancing a Legal Practice with Generative AI-Empowered Conversational Intelligence

Fri, 16 May 2025 07:00:00 -0400

I spoke with Hilary Bowman, a healthcare attorney, who is the Founder of Querious, an application that facilitates virtual lawyer-client conversations using generative AI. We discussed how artificial intelligence can help legal professionals optimize client conversations, the value of real-time legal insights, and how the attorney-client relationship is evolving.

Reshaping the Competitive Landscape for Solo Practitioners and Small Firms

Wed, 14 May 2025 07:00:00 -0400

I spoke with Ruchie Chadha, the President of Smokeball US, an AI-powered legal practice management software platform that helps small law firms stay organized, productive, and profitable. We discussed the importance of trust accounting, empowering lawyers by partnering with state bar associations, and leveraging technology to reshape the competitive landscape for solo practitioners and small firms.

Empowering Mobile Data Collection

Fri, 09 May 2025 07:00:00 -0400

I spoke with Matthew Rasmussen, the CEO, and Ryan Frye, the Chief Innovation Officer, at ModeOne, a targeted remote smartphone data collection provider. We discussed the risks involved in extracting company data from personal devices, the biggest misconceptions about mobile data collection, and how organizations can ensure their mobile data collection processes align with evolving privacy laws and regulatory requirements.

Deploying Human-Powered Chat in Legal

Wed, 07 May 2025 07:00:00 -0400

I spoke with Ted DeBettencourt, a Co-Founder of Juvo Leads, a company that provides human-powered chat services. We discussed the benefits of human-powered chat for law firms, use cases where prospective clients prefer technology to human interaction, and the mistakes professional services firms make when deploying human-powered chat.

Whether to Buy or Build Generative AI Applications

Mon, 05 May 2025 07:00:00 -0400

I spoke with Uwais Iqbal, the Founder of Simplexico, a UK-based AI consulting firm helping legal teams with AI adoption. We discussed the most common use cases for generative AI, how legal professionals can maximize their use of generative AI, whether law firms should build or buy generative AI applications, and how the use of AI in law firms is evolving.

How AI is Changing M&A and Corporate Transactions

Thu, 01 May 2025 07:00:00 -0400

I spoke with Katya Fisher, CEO of Aracor, a software platform to streamline M&A, private equity, and venture capital transactions. We discussed the evolving M&A lifecycle, the changing relationship between in-house counsel and outside counsel, and how AI has changed M&A and corporate transactions.

Using AI to Find Crucial Evidence

Tue, 29 Apr 2025 07:00:00 -0400

I spoke with Danny Thankachan, the Head of Partnerships at CaseGuild, an AI-powered platform that finds key evidence in litigation. We discussed how legal teams can use artificial intelligence to find crucial evidence, ways that lawyers are currently trying to solve this problem, and the ideal users of this technology.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 40

Thu, 24 Apr 2025 07:00:00 -0400

In this 40th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed bringing back boring, legal operations trends, and embracing automation.

Empowering Platform Business Services for Legal

Tue, 22 Apr 2025 07:00:00 -0400

I spoke with Ciprian Şaramet, Managing Director of Modular Services, a Romanian company focused on providing technical support and business services to global law firms. We discussed how law firms can strengthen their cybersecurity posture, the influence of AI on law firm security, vulnerability management, and the value of continuous education for safeguarding client data and firm operations.

Bookkeeping Best Practices for Law Firm Leaders

Thu, 17 Apr 2025 07:00:00 -0400

I spoke with Matt Tait, the CEO of Decimal, a tech-enabled services firm focused on bookkeeping, tax filings, and tax preparation. We discussed how the economy is affecting the way law firm leaders manage their practices, the business mistakes they are making, ways to balance the application of technology and talent, and best practices for leveraging technology to maintain books and records.

The Role of AI in Expanding Legal Workflows

Tue, 15 Apr 2025 07:00:00 -0400

I spoke with Thomas Bueler, the Co-founder and Chief Product Officer at Vecflow, a legal AI platform designed to help lawyers review and draft documents for use cases in M&A and class action litigation. We discussed the role of AI in expanding legal workflows, the importance of minimizing hallucinations in large language models, and the best practices for evaluating different AI products.

The Difference Between RAG and Agents in AI

Fri, 11 Apr 2025 07:00:00 -0400

I spoke with Laurie Ehrlich, the chief legal officer, and Farah Gasmi, co-founder and chief product officer at Dioptra, an AI-powered contract redlining and playbook generation tool. We discussed the difference between RAG and Agents in AI, the challenges associated with AI adoption, and how lawyers can secure buy-in for new AI tools more effectively.

Legalweek 2025 Mixtape: Day Three

Wed, 09 Apr 2025 07:00:00 -0400

I was fortunate to speak with these leaders on the third day of Legalweek 2025 for this #ReinventingProfessionals #Mixtape:

Valerie Chan, CEO, Plat4orm
Dan Ruderman, Director, Strategic Alliances, LexisNexis Legal - CounselLink
Alex Sappington, Co-CEO, Page Vault

*Background music credit: Upbeat Indie by Lowtone Music

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 39

Mon, 07 Apr 2025 07:00:00 -0400

In this 39th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Legalweek 2025, Skills.Law, generative AI use cases, and accelerating innovation in legal.

Legalweek 2025 Mixtape: Day Two

Fri, 04 Apr 2025 07:00:00 -0400

I was fortunate to speak with these leaders on the second day of Legalweek 2025 for this #ReinventingProfessionals #Mixtape:

Tom Chapman, CEO, Iceberg Stephen Goldstein, Chief Product Officer, Altorney Ross Guberman, CEO, BriefCatch Josh Janow, CEO, SMI Aware Subroto Mukerji, CEO, Integreon Joey Seeber, CEO, Level Legal Thomas Suh, COO, LegalMation

*Background music credit: Upbeat Hope by Lowtone Music

Legalweek 2025 Mixtape: Day One

Wed, 02 Apr 2025 07:00:00 -0400

I was fortunate to speak with these leaders on the first day of Legalweek 2025 for this #ReinventingProfessionals #Mixtape:

Josh Baxter, CEO, NetDocuments

Milan Bobde, CEO, Oddr

Edward Chick, Chief Revenue Officer, NopalCyber

Dan Hauck, Chief Product Officer, NetDocuments

Brandon Hollinder, Vice President, eDiscovery and Cyber Solutions, Epiq

John Hale, Chief Marketing Officer, Consilio LLC

Scott McFetters, CEO, CoreTech

Michael Murray, Director of Technology and Creative Solutions, Veritext Legal Solutions

Anne Post, CEO, North America, Xakia

Early Stephens, CEO, Actionstep

Rick Weber, Managing Partner, Arbor Ridge Partners

Chris Williams, Head of Ecosystem & Community, Legora

Legalweek 2025 Mixtape: The Day Before

Mon, 31 Mar 2025 07:00:00 -0400

I was fortunate to speak with these leaders the day before Legalweek 2025 for this Mixtape:
Bradley Collins, Co-Founder and CEO, LegalTechTalk
Dan Malgran, VP, Marketing, Steno
Patricia Nagy, Chief Strategy Officer, The Proxy Agency
Alaa Pasha, CEO, Maptician
Steven Salkin, Editor-in-Chief, Law Journal Newsletters
Abhijat Saraswat, Chief Revenue Officer, Lupl
Kelly Twigger, CEO, Minerva26
Beau Wysong, Chief Marketing Officer, Opus 2

*Background music credit: Upbeat Life by AudioCoffee Band

IP and Ethical Concerns for AI-generated Content

Thu, 27 Mar 2025 07:00:00 -0400

I spoke with Vincent Allen, partner at Carstens, Allen & Gourley, an IP-focused law firm that helps companies with patent, trademark, copyright, trade secrets, and intellectual property strategies. We discussed how current copyright laws address authorship and ownership of AI-created works, strategies content creators can use to protect their intellectual property when AI tools are used, and measures that can be taken to ensure that human creators are fairly compensated and protected.

How Fixed-Price Legal Services Expedites the Adoption of New Technology

Tue, 25 Mar 2025 07:00:00 -0400

I spoke with Adam Philipp, the founder of AEON Law, an intellectual property law firm. We discussed the benefits of fixed-price legal services, how a fixed-price model expedites the adoption of new technology, and best practices for law firms interested in pursuing and implementing innovation-focused initiatives.

Democratizing Cybersecurity in Legal

Thu, 20 Mar 2025 07:00:00 -0400

I spoke with Edward Chick, the Chief Revenue Officer at NopalCyber, a managed security service provider that offers outsourced cybersecurity support, seeking to democratize enterprise-level security for law firms and organizations in other sectors. We discussed best practices to help law firm leaders identify cyber threats, mistakes they are making with their cybersecurity protocols, how often they should test and update their cybersecurity procedures, and where to leverage artificial intelligence and machine learning to enhance cybersecurity.

CEO Roundtable: Legal Industry Leaders Share Perspectives on Challenges and Opportunities Ahead of Legalweek 2025

Tue, 18 Mar 2025 07:00:00 -0400

I spoke with the following chief executive officers in a CEO Roundtable discussion about challenges and opportunities ahead of Legalweek 2025:

Ray Biederman, Proteus Discovery Group
Chris Cartrett, Aderant
James Ding, DraftWise
Tom Dunlop, Summize
Sirisha Gummaregula, QuisLex
Scott McFetters, CoreTech
Renee Meisel, UnitedLex
Sarai Schubert, Hanzo
Joey Seeber, Level Legal
Todd Smithline, Bonterms

The Benefits of Leveraging Artificial Intelligence in Public Relations and Marketing

Fri, 14 Mar 2025 07:00:00 -0400

I spoke with Amy Juers, the CEO of Edge Marketing, a marketing and PR agency serving the legal, accounting, and professional services industries. We discussed the benefits of leveraging artificial intelligence in public relations and marketing, how it enhances client service, and the best practices for AI implementation.

How AI Gives Law Firms the Data They Need to Grow

Wed, 12 Mar 2025 07:00:00 -0400

I spoke with Jack Weinberger, the Co-Founder of Ajax, an AI company that helps lawyers manage their time. We discussed the need to secure data in AI timekeeping applications, the promise of capturing more time in legal services, and how legal timekeeping is evolving.

Algorithms and the Optimal Allocation of Legal Work

Thu, 06 Mar 2025 07:00:00 -0500

I spoke with William Dougherty, the Co-founder and CEO of Capacity, a work allocation solution designed to help law firms optimize their resources. We discussed how Capacity addresses the most common inefficiencies in law firm resourcing, the benefits of optimal work allocation to lawyers and their clients, and how the distribution of legal work is evolving in an AI era.

The Value of Litigator-Led E-Discovery

Tue, 04 Mar 2025 07:00:00 -0500

I spoke with Ray Biederman, the Co-Founder and CEO of Proteus Discovery Group, which is celebrating its 10th anniversary, and is a founding partner of Mattingly Burke Cohen & Biederman. We discussed the genesis of Proteus Discovery Group, the benefits of simultaneously managing a law firm and a legal services company, and how e-discovery is evolving.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 38

Fri, 28 Feb 2025 07:00:00 -0500

In this 38th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed achieving work-life balance, building momentum in 2025, and preparing for Legalweek.

Lexpo Special How AI is Reshaping Corporate Law Departments

Wed, 26 Feb 2025 07:00:00 -0500

I spoke with Douwe Groenevelt, Vice President, Deputy General Counsel & Head of Legal at ASML, and a featured speaker at the Lexpo Conference, taking place in Amsterdam on June 16th and 17th. We discussed the mission of Law & Ops, the Tech in Legal initiative, the most significant opportunities for in-house legal teams to innovate, and how AI is reshaping corporate law departments.

How Information Governance Affects an Organization's Data Security

Mon, 24 Feb 2025 07:00:00 -0500

I spoke with Doug Kaminski, the Chief Revenue Officer at Infinnium, a data governance platform. We discussed how information governance affects an organization's data security, best practices for organizations to build better data hygiene, and ways that artificial intelligence is affecting these efforts.

Perspectives on Advancing Litigation Support to Fuel Growth in a Changing Legal Market

Fri, 21 Feb 2025 07:00:00 -0500

I spoke with Lynn Tubalinal, the Director of Litigation Support at Dykema, and Julia Voss, the Director of Litigation Support and eDiscovery at UB Greensfelder. Both are among the industry leaders who contributed to the recently published report - Advancing Litigation Support to Fuel Growth in a Changing Legal Market - supported by Opus 2. We discussed the effect of the increasing volume and variety of data, how a team knows that it is time to upgrade its technology, successful strategies for driving adoption, and effective generative AI use cases.

How Leaders Can Promote a Culture Emphasizing Innovation, Collaboration, and a Unified Sense of Purpose

Tue, 18 Feb 2025 07:00:00 -0500

I spoke with Renee Meisel, the CEO of UnitedLex, a tech-enabled legal services provider. We discussed what differentiates UnitedLex from other providers of legal services, how leaders can promote a culture emphasizing innovation, collaboration, and a unified sense of purpose, and trends driving the most significant change in legal.

Streamlining Document Management for Law Firms

Fri, 14 Feb 2025 07:00:00 -0500

I spoke with Daniel Booter, the Director of Marketing of MacroAgility Systems, an iManage partner specializing in integrating tailored solutions and implementations for law firms. We discussed how MacroAgility Systems provides tailored technology solutions for law firms, the problems iSyncKit and Uplift Migration solve, ways to streamline document management, and best practices for optimizing a firm's legal tech infrastructure.

How Law Firms Can Use AI to Capture More Time

Wed, 12 Feb 2025 07:00:00 -0500

I spoke with Joseph Frantz, the Founder of TimeSentry, an AI native time tracking solution for hourly billing professionals. We discussed how law firms can use artificial intelligence to capture more value from clients and work smarter, ways that organizations currently approach this process, and where legal technology is headed in 2025.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 37

Mon, 10 Feb 2025 07:00:00 -0500

In this 37th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the market moves in January 2025, the accelerating pace of change in legal, and AI pitfalls to watch.

Insights Into ILTA's 2025 EVOLVE Conference

Fri, 07 Feb 2025 07:00:00 -0500

I spoke with Josh Smith, the Information Security Manager at Ogletree Deakins, and Ken Jones, a Lecturer at the Seton Hall University Stillman School of Business and the Principal Consultant with Xerdict Group, the technology subsidiary of Tanenbaum Keale. The two leaders are the co-chairs of ILTA's 2025 EVOLVE conference. We discussed how the event will address the unique challenges law firms have with protecting sensitive client data, practical and actionable AI topics, and speakers who will focus on emerging cybersecurity threats.

Best Practices for Selecting, Implementing, and Setting Expectations for Generative AI

Wed, 05 Feb 2025 07:00:00 -0500

I spoke with Chris Williams, the Growth and Partnership Lead at Leya, an AI-powered legal workspace that integrates with firm knowledge systems to automate tasks like due diligence and legal research. We discussed how law firms are implementing generative AI, how they overcome the fear of using AI, best practices for getting started with generative AI, mistakes to avoid when deploying AI, and tips for earning buy-in for new initiatives.

Evaluating AI Tools in Legal Tech

Thu, 30 Jan 2025 07:00:00 -0500

I spoke with Melissa Rogozinski, the founder of RPC Strategies, a growth marketing consulting firm specializing in due diligence, revenue operations, and B-to-B growth marketing, including for organizations in the legal sector. We discussed how legal teams can evaluate the security and compliance of AI products, the risks associated with AI deployment in law firms, the value of a comprehensive security questionnaire in mitigating risk, what investors should consider when assessing the revenue growth potential of legal tech startups, and her eBook.

The Connection Between Continuous Workforce Screening and Risk Management

Tue, 28 Jan 2025 07:00:00 -0500

I spoke with Peter Collins, Chief Revenue Officer of Posthire, a company specializing in continuous workforce screening. We discussed how continuous workforce screening differs from traditional background checks, its advantages for ongoing risk management, and its impact on an organization’s overall security posture.

How Agentic AI Services are Revolutionizing Contract Management and Compliance

Fri, 24 Jan 2025 07:00:00 -0500

I spoke with Shashank Pande and Rachita Maker, the co-founders of ekamm8, a new legal innovation and consulting firm. We discussed how technology is transforming traditional legal practices, ways that ekamm8's agentic AI services are revolutionizing contract management and compliance, how leaders in legal should encourage technology adoption, and where innovation in legal is headed.

Cyber Breach Incident Response Best Practices in Legal

Wed, 22 Jan 2025 07:00:00 -0500

I spoke with Christian Geyer, the Founder and CEO of Actfore, a provider of artificial intelligence-powered data mining tools for cyber breach incident response. We discussed the most common causes of cyber breaches in legal, the convergence of legal, security, and privacy, and where cyber breach incident response is headed.

Using an Adaptable SMART Keyboard to Enhance Productivity

Fri, 17 Jan 2025 07:00:00 -0500

I spoke with Daniela Semeco, the Founder of LegalType, a keyboard designed specifically for legal professionals. We discussed the benefits of an adaptable SMART keyboard to a lawyer, how the software behind LegalType integrates with existing legal tech tools to enhance productivity, and how innovation in legal tech is evolving.

The Benefits of Robotic Process Automation in Legal

Wed, 15 Jan 2025 07:00:00 -0500

I spoke with Elisa Silverglade, the Director of Intelligent Automation at Techromatic, which builds software robots to perform manual tasks for law firms. We discussed the benefits of robotic process automation in legal, skills legal professionals should develop to maintain the distinction between their tasks and those robots can perform, and the limits of robotic process automation.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 36

Mon, 13 Jan 2025 07:00:00 -0500

In this 36th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed reimagining legal in 2025, showcasing practical innovation, and executing strategic plans.

Using AI to Democratize Access to Justice

Thu, 09 Jan 2025 07:00:00 -0500

I spoke with Kara Peterson, the co-founder of descrybe.ai, a free legal research tool that uses AI to democratize access to the law. We discussed how descrybe.ai differs from similar tools, the challenges of using AI in legal, best practices for leveraging AI safely, and the legal problems AI can effectively support.

The Connection Between Enterprise Legal Management and Corporate Governance

Tue, 07 Jan 2025 07:00:00 -0500

I spoke with Bruce Kuennen, the CEO of doeLEGAL, an enterprise legal management (ELM) software and e-discovery services provider recently acquired by Paris-based DiliTrust, which offers integrated solutions for corporate governance, secure data management, and legal operations. We discussed the benefits of the merger, the connection between ELM and corporate governance, and the future of the ELM market.

Solving the E-Billing Crisis

Mon, 30 Dec 2024 07:00:00 -0500

I spoke with Rick Hellers, the CEO of Scan Logic, the provider of BillSync and APSync, designed to simplify law firm finances. We discussed common law firm financial challenges, how law firm leaders are leveraging technology to address those challenges, and ways they are balancing their clients' interests in e-billing with their billing protocols.

The Qualities of Future Ready Lawyers

Mon, 23 Dec 2024 07:00:00 -0500

I spoke with Suzanne Konstance, the Vice President and General Manager of Wolters Kluwer Legal & Regulatory U.S.about the transformative trends shaping the legal industry, the 2024 Future Ready Lawyer Survey, the growing use of generative AI among legal teams, and expected legal technology investments in 2025.

Understanding Active Learning Best Practices

Fri, 20 Dec 2024 07:00:00 -0500

I spoke with James MacGregor, the founder of Ethical eDiscovery, a boutique consulting firm that captures and reviews digital evidence, and the Chair of the Litigation Special Interest Group for the International Legal Technology Association, which just released "A Best Practice Guide for the Use of Active Learning." We discussed the importance of active learning in e-disclosure, the value of standards for its usage, and where e-disclosure is headed in 2025.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 35

Wed, 18 Dec 2024 07:00:00 -0500

In this 35th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed 2024 reflections, 2025 expectations, community-building, and systems-setting in the New Year.

CEO Roundtable: Legal Industry CEOs Reflect on a Vibrant Year and Look Ahead to 2025

Mon, 16 Dec 2024 07:00:00 -0500

I spoke with the following chief executive officers in a CEO Roundtable about the opportunities of 2024 and the expectations for an industry in perpetual change in 2025:

Katherine Allen, Flo Recruit
Dru Armstrong, AffiniPay
Jon Canty, Sandline Global
David Gruskin, Legalpeople
Rick Hellers, Scan Logic
Greg Hong, Steno
Katya Linossi, ClearPeople
John Marshall, Airia
Alaa Pasha, Maptician
Jackie Schafer, Clearbrief
Andre Wouansi, Accurate Legal Billing

The Role of AI in Detecting Fraud in Class Action Claims

Fri, 13 Dec 2024 07:00:00 -0500

I spoke with Bryan Heller, Co-Founder and Chief Operating Officer of ClaimScore, a software platform designed to detect fraud in class action claims. We discussed how technology can help identify fraudulent claims in class action cases, whether certain cases are more vulnerable to fraud than others, and the future of fraud detection tools in litigation.

Data Retention, Device Quarantine, and BackUp Best Practices

Wed, 11 Dec 2024 07:00:00 -0500

Ari Kaplan speaks with Brian Dunn, the General Counsel for CrashPlan, a data backup software platform. We discussed how legal professionals use CrashPlan to manage data retention, common challenges organizations face when implementing legal holds, the risks of using outdated legal hold processes, and best practices for capturing and preserving chat data.

Leveraging YouTube for Law Firm Business Development

Mon, 09 Dec 2024 07:00:00 -0500

I spoke with Jeff Hampton, an attorney and the Co-Founder of FH Law Group and STR Law Guys in Fort Worth, Texas. We discussed creative ways lawyers can leverage YouTube for their business development, how to produce engaging content to engage prospects, considerations for lawyers building their brand identity on the platform, common pitfalls to avoid, and advanced monetization techniques that can drive revenue.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 34

Fri, 06 Dec 2024 07:00:00 -0500

In this 34th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed balancing AI fear and fascination, reflecting on the year of the sandbox in legal, and giving thanks.

Focusing on Human Transformation Over Digital Transformation

Wed, 04 Dec 2024 07:00:00 -0500

I spoke with Peter Connor, a lawyer, author of The T-Shaped Lawyer and The T-Shaped Lawyer Guidebook, and a Legal Team Coach with Alternatively Legal. We discussed his transition from practicing law to becoming a Legal Team Coach, the concept of the T-shaped lawyer, the importance of human transformation over digital transformation in legal teams, and how the practice of law is evolving.

Why AI Agents are Emerging as Legal Practice Support Tools

Mon, 02 Dec 2024 07:00:00 -0500

I spoke with James Ding, the Co-Founder and CEO of DraftWise, an AI contract and negotiation platform for transactional lawyers. We discussed the role of AI in transforming legal work, the integration of generative AI in law firms, how tools like DraftWise are changing the approach to contract drafting, and why AI agents are emerging as legal practice support tools.

Trends in Legal Technology Investing

Wed, 27 Nov 2024 07:00:00 -0500

I spoke with Raymond Blijd, the Founder of Legalcomplex.com, a market research firm that provides insights for companies seeking investments or developing new products in the legal industry. We discussed the firm's publicly available data on GitHub, key trends in legal investments, and variations in the use of legal technology across jurisdictions.

Automating Law Firm Collections

Mon, 25 Nov 2024 07:00:00 -0500

I spoke with Bill Bice, the CEO of nQ Zebraworks, a company that developed the Queues workflow engine. We discussed how law firms can thrive during "Collections Season," ways finance teams can automate collections, and the growing influence of generative AI on law firm billing.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 33

Fri, 22 Nov 2024 07:00:00 -0500

In this 33rd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the British Legal Technology Awards, Practical AI, and the Macy's Thanksgiving Day Parade.

The Strategic Value of Unique Corporate Gifts, Like Gourmet Cookies

Wed, 20 Nov 2024 07:00:00 -0500

I spoke with Dr. Silvia Hodges Silverstein, CEO Emerita of the Buying Legal Council and advisor to Last Crumb, a gourmet cookie company. We discussed her career journey from legal procurement to luxury branding, the strategic value of unique corporate gifts, like gourmet cookies, in fostering client relationships and loyalty for law firms, and advice for professionals considering a career shift.

Notebook LM AI-Generated Discussion of Legal Operations at a Crossroads

Tue, 19 Nov 2024 07:00:00 -0500

I asked Notebook LM to read Legal Operations at a Crossroads, published in collaboration with iManage, LegalMation, and Neota Logic. This AI-generated discussion is the extraordinary result.

Gifting in Professional Services to Strengthen Relationships

Mon, 18 Nov 2024 07:00:00 -0500

I spoke with Kris Rudeegraap, Co-Founder and Co-CEO of Sendoso, a leading direct mail and gifting platform. We discussed how gifting in professional services strengthens relationships, the most popular use cases for legal professionals, and how gifting has evolved.

Lessons Law Firms Can Learn from Legal Tech and Fintech Marketing

Fri, 15 Nov 2024 07:00:00 -0500

I spoke with Erin Harrison and Kenny Gary, co-founders of Limelight, a growth communications firm specializing in the legal and regulated sectors. We discussed the legal marketing trends that inspire their approach, lessons that law firms can learn from marketing strategies in legal tech and fintech, and priorities law firm leaders should consider in business development.

Court Reporting and the Evolution of Legal Support

Wed, 13 Nov 2024 07:00:00 -0500

I spoke with Greg Hong, the Co-Founder and CEO of Steno, a tech-enabled provider of legal support and court reporting services. We discussed the industry trends driving the need for court reporting and litigation support, creating a competitive advantage in the current market, and the evolution of the legal support market.

How E-Discovery Teams Can Optimize Project Management in a Generative AI Era

Mon, 11 Nov 2024 07:00:00 -0500

I spoke with Brad Harris, the Vice President of Solutions at Exterro, which provides e-discovery and data risk management solutions for legal teams. We discussed the key challenges legal teams face in their e-discovery workflows, the value of project management in optimizing these processes, and how the rise of generative AI is affecting the e-discovery landscape.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 32

Fri, 08 Nov 2024 07:00:00 -0500

In this 32nd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed The Say Gap conference, planning for 2025, practical AI, and The Mindset Mentor podcast.

How the Selection of Outside Counsel is Changing

Wed, 06 Nov 2024 07:00:00 -0500

I spoke with Laura Leopard, Founder and General Manager of Leopard Solutions, a law firm data platform and a SurePoint company. We discussed the launch of Leopard PROWESS, ways that corporate legal teams and law firms are streamlining their recruiting processes, and how the selection of outside counsel is changing.

LegalTechTalk and Promoting Innovation in the Legal Sector

Fri, 01 Nov 2024 07:00:00 -0400

I spoke with Bradley Collins, the Co-Founder and CEO of LegalTechTalk, a conference in the UK focused on the legal industry. We discussed the similarities between Insurtech and Legaltech, lessons from the inaugural 2024 event, speakers participating in 2025, and the barriers to innovation in the legal sector that the conference aims to address.

The Rise of Bleisure in Legal

Tue, 29 Oct 2024 07:00:00 -0400

I spoke with Ryan Spear, the Founder and CEO of Spear Travel Group, a full-service travel agency that supports law firms and litigation travel. We discussed the role of traditional travel agencies today, the unique value proposition his agency offers legal clients, travel tips and best practices, and how professional travel is evolving.

Knowledge Management & Innovation for Legal Conference Mixtape

Fri, 25 Oct 2024 07:00:00 -0400

At the 2024 Knowledge Management & Innovation for Legal Conference produced by Patrick DiDomenico and Joshua Fireman, I had the privilege of speaking with Evan Bernhoft, Account Executive at LegalMation, Damien Black, Director of Marketing at DealCloser, Alex Chiang, Chief Customer Officer at SimplyAgree, Bill DeWeese, Chief Technology Officer at Airia, Ragav Jagannathan, CEO at KL Software Technologies Inc, Gabriel Karawani, Co-Founder at ClearPeople, Danielle Lehrman, Account Manager at Filevine, Darren Schleicher, Chief Sales Officer at BriefCatch, Evan Shenkman, Chief Knowledge and Innovation Officer at Fisher Phillips, Ted Theodoropoulos, CEO at Infodash, and Brett Young, Product Account Executive at iManage.

The Unique Business Challenges Facing Contingency Fee Law Firms

Wed, 23 Oct 2024 07:00:00 -0400

I spoke with Ari Kornhaber, the Co-Founder and Head of Corporate Development at Esquire Bank, a national commercial bank. We discussed the unique business challenges facing contingency fee law firms, the resources Esquire Bank offers trial lawyers, and how banking is evolving.

Notebook LM AI-Generated Discussion of The Changemakers Report

Mon, 21 Oct 2024 07:00:00 -0400

I asked Notebook LM to read The Changemakers Report, published in collaboration with Affinity Consulting, CARET, and iManage. This AI-generated discussion is the extraordinary result.

The Growth of Legal Technology in the US Compared to the UK

Fri, 18 Oct 2024 07:00:00 -0400

I spoke with Tom Dunlop, the CEO of Summize, a provider of AI-powered contract lifecycle management software. We discussed how Summize differs from other CLM tools, how law firm and law department leaders view AI, and how the growth of legal technology in the US compares to the UK.

How Content Creators Can Protect and Maintain IP Rights

Wed, 16 Oct 2024 07:00:00 -0400

I spoke with Max Curnin, the Co-Founder and CEO of Remaster, a legal infrastructure company focused on protecting and monetizing intellectual property in the digital age. We discussed legal gaps in blockchain, Web3, and AI for creative industries, how content creators can protect and maintain IP rights, and the legal and ethical challenges of AI-generated content.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 31

Mon, 14 Oct 2024 07:00:00 -0400

In this 31st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ClioCON, Relativity Fest, Legal Geek, KM&I, and preparing for a dynamic year ahead in legal tech.

How Small and Midsize Law Firms Can Win More Pitches

Fri, 11 Oct 2024 07:00:00 -0400

I spoke with Mike Mellor, the Founder and President of 742advisors, a consulting firm dedicated to helping small and midsize law firms enhance their business development strategies. We discussed how law firms can win more pitcher, ways to create systems and processes that improve realization rates, RFP pitfalls, and how a legal team can maximize its digital presence.

Emerging Technology in an Evolving Legal Industry

Wed, 09 Oct 2024 07:00:00 -0400

I spoke with John Blake, the Director of Sales for Gemini Legal Support, a legal technology and services company based in Northern California. We discussed how Gemini leverages artificial intelligence to support the legal industry, the types of practices that benefit most from technology, and how he sees AI and emerging tools evolving as the legal industry develops.

Understanding the Power of AI in Legal

Mon, 07 Oct 2024 07:00:00 -0400

I spoke with John Marshall, CEO, and Dan Quintas, Head of Legal Solutions at Airia, a generative AI platform designed for law firms and other organizations. We discussed the hurdles law firms face in adopting artificial intelligence, their progress, common mistakes legal teams make when deploying generative AI, and how to keep up with rapid technological changes.

Relativity Fest 2024 Mixtape

Thu, 03 Oct 2024 07:00:00 -0400

I was fortunate to speak with Cristina Rossman, Chief Marketing Officer at Relativity, Kim Bookout, Director of Solution Consulting at Opus 2, David York, Chief Client Officer at TCDI, Doug Mazlish, SVP of Strategic Alliances and Business Operations at Epiq, Shimmy Messing, Co-Founder at Altorney, Ray Biederman, CEO at Proteus Discovery Group, and Mark Ettinger, VP at Linguistic Systems during Relativity Fest 2024.

The Connection Between E-Discovery and Endurance Racing

Tue, 01 Oct 2024 07:00:00 -0400

I spoke with Brendan Sullivan, the CEO of S2 DATA, an IT services company focused on the legal technology sector. We discussed how S2 DATA differs from other e-discovery vendors, ways that the legacy data landscape has changed, and how endurance racing influenced his leadership style.

Changing Software Expectations in Legal

Thu, 26 Sep 2024 21:29:00 -0400

I spoke with Calum Cook, a Growth Executive with Avvoka, a document automation platform. We discussed how the expectations of software have changed, best practices for enhancing the user experience, and the distinction between generative AI and document automation.

"Frictionless Justice" and Integrating AI Into the Practice of Law

Tue, 24 Sep 2024 07:00:00 -0400

I spoke with Evyatar Ben Artzi, the Co-Founder and CEO of Darrow, a justice intelligence platform that leverages generative AI, legal experts, and technologists to uncover legal violations. We discussed “frictionless justice,” how law firms integrate AI into their practices, and how AI can fuel business development.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 30

Fri, 20 Sep 2024 07:00:00 -0400

In this 30th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed reimagining knowledge management, disrupting the law firm business model, and more AI.

Embracing Knowledge Management and Innovation in Legal

Thu, 19 Sep 2024 07:00:00 -0400

I spoke with Stephanie Goutos, the Lead Practice Innovation Attorney for the Employment & Labor Practice at Gunderson Dettmer, and Patrick DiDomenico, the founder of InspireKM Consulting and the Knowledge Management & Innovation for Legal Conference. We discussed the 2024 event, transitioning from practice to a career in knowledge management and innovation, and how the KM&I for Legal conference empowers professionals with practical skills. Register here and use the discount code ARIKAPLAN :)

The Benefits of Mastering Excel and the Effect of Generative AI

Tue, 17 Sep 2024 07:00:00 -0400

I spoke with Jeff Lenning, the President of Excel University, a company that provides online Microsoft Excel training. We discussed the benefits of mastering Excel, common mistakes users make, time-saving tips every user should learn, and the effect of generative AI on the application.

Using Artificial Intelligence to Help Lawyers Analyze and Respond to Court Testimony

Thu, 12 Sep 2024 07:00:00 -0400

I spoke with Joe Longtin, the Vice President of Customer Success, and Michael Okerlund, CEO at Cloud Court, the developer of Gibson Testimony Intelligence, an artificial intelligence-powered software platform that helps lawyers analyze and respond to court testimony in real time. We discussed how testimony intelligence differs from other litigation-related technologies for e-discovery, matter management, or trial presentations.

Automating Redaction and Pseudonymization of Large Data Sets with AI

Tue, 10 Sep 2024 07:00:00 -0400

I spoke with Ramin Karbalaie, the Founder and CEO of NAIX, a software application designed to automate redaction and pseudonymization of large document sets with AI. We discussed how anonymization tools help organizations manage privacy restrictions and why interest in redaction has changed as privacy laws have become more prominent.

Trends Shaping the Future of Legal Operations

Thu, 05 Sep 2024 07:00:00 -0400

I spoke with Jonathan Stark, the Principal of the Stark Ops Group, a consulting firm dedicated to helping legal non-profits, small law firms, and corporate legal teams operate more efficiently and effectively. We discussed trends shaping the future of legal operations and how generative AI is affecting the legal industry.

Growing a Personal Injury Law Firm

Tue, 03 Sep 2024 07:00:00 -0400

I spoke with Greg Ward, the Founder and Co-Managing Member of the Ward Law Group, a personal injury firm with offices in Miami, Orlando, and New York. We discussed the best practices for growing a personal injury practice, how law firm founders balance personal growth with their law firm's success, and ways that technology is changing the practice of law.

Vacation Special 2024: The Beauty of Jackson Hole

Thu, 29 Aug 2024 07:00:00 -0400

I spoke with Craig Robrock, the Assistant General Manager at The Wyoming Inn. We discussed the secret to taking advantage of a hotel's natural environment, how guest preferences have changed, and best practices for encouraging team members in various roles to collectively support a vacation property’s mission.

Leveraging Generative AI for Business Development

Tue, 27 Aug 2024 07:00:00 -0400

I spoke with Jody Glidden, the Founder and CEO of Postilize, a company leveraging generative AI to support business development for lawyers, accountants, and professional services firms. We discussed pitfalls that legal services providers should avoid in marketing, how the type of professional service that one provides affects the approach to marketing and business development, and ways that generative AI is affecting marketing and selling professional services.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 29

Fri, 23 Aug 2024 07:00:00 -0400

In this 29th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ILTACON 2024, the practical application of generative AI, and creating new opportunities.

The Changemakers Report and Modern Law Firm Leadership

Wed, 21 Aug 2024 07:00:00 -0400

I spoke with Debbie Foster, CEO of Affinity Consulting, Jen Sherman, Chief Operating Officer at CARET, and Laura Wenzel, Global Marketing and Insights Director at iManage. The three companies are part of a consortium that supported The Changemakers Report: How Midsize Law Firms Are Achieving Growth Through Adaptation, featuring the perspectives of 30 law firm leaders.

ILTACON 2024 Mixtape

Mon, 19 Aug 2024 07:00:00 -0400

What a fun and informative mixtape from #ILTACON2024, featuring Susana Branum, Director of Marketing, Opus 2, David Cambria, Managing Director - Legal Business Advisory, Epiq, Aaron Crews, Chief Innovation Officer, UnitedLex, Mike Fouts, Global VP, Sales & Marketing, ShareFile, Ross Guberman, CEO, BriefCatch, David Horrigan, Discovery Counsel & Legal Education Director, Relativity, Todd Miller, CEO, TRE, Beth Patterson, Director, ESP Connect, Joshua Schnoll, VP, Marketing, Everlaw, and Beau Wysong, SVP, Global Marketing, Opus 2.

How Legal Professionals Should Evaluate AI-Powered Applications

Thu, 15 Aug 2024 07:00:00 -0400

I spoke with Eleanor Lightbody, the CEO of Luminance, a provider of artificial intelligence technology that empowers contract generation, negotiation, and analysis. We discussed the company's artificial intelligence platform, its $40 million Series B round of funding to expand its operations in the U.S., and how legal professionals should evaluate AI-powered tools to ensure trustworthy results.

How AI is Affecting the Way Law Firms are Processing Payments

Tue, 13 Aug 2024 07:00:00 -0400

I spoke with Nic Beique, the Founder and CEO of Helcim, a digital payments company for various professional services providers, including law firms. We discussed the qualities and capabilities law firms should look for in a payment provider, the advantages of using payment technology separate from practice management tools, and how artificial intelligence affects how law firms process payments.

AI, Data Discovery, and Information Governance

Fri, 09 Aug 2024 07:00:00 -0400

I spoke with Rich Hale, the Chief Technology Officer of ActiveNav, a data discovery and governance software provider that serves various sectors, including legal. We discussed Zero Dark Data, how ActiveNav leverages AI, and the way the company uniquely approaches data discovery and governance.

The Factors That Contribute to Burnout Among Legal Professionals

Wed, 07 Aug 2024 07:00:00 -0400

I spoke with Bill Potter, the Vice President of Presales Engineering at Nuix, a leading provider of investigative analytics and intelligence software. We discussed the whitepaper Burnout to Breakthrough: The Role of Technology in Reshaping Legal Wellness, the factors that contribute to burnout among legal data services professionals, ways that teams can address this, and why e-discovery professionals should advocate for automation and AI-driven solutions.

Advice for CTOs Facing the Opportunities and Challenges of Generative AI and LLMs

Mon, 05 Aug 2024 07:00:00 -0400

I spoke with Karl Chapman, the CEO of Kim Technologies, a no-code, patent-protected SaaS solution that generates and operates enterprise applications from content, including large language models. We discussed advice for chief technology officers facing the opportunities and challenges presented by generative AI and LLMs.

Using AI to Help Midsize Law Firms Predict Financial Outcomes and Profitability

Thu, 01 Aug 2024 07:00:00 -0400

I spoke with Jonathon Fishman, the CEO of LeanLaw, a timekeeping and billing platform for small and midsize law firms. We discussed how midsize law firms can leverage financial data to improve operational efficiency and profitability, the challenges they face in managing financial operations, and where AI can enhance their ability to monitor the status of legal matters and predict financial outcomes.

Assessing the Return on a Law Firm's Online Marketing Activities

Tue, 30 Jul 2024 07:00:00 -0400

I spoke with Travis Hoechlin, CEO of RizeUp Media, a digital marketing agency focused on website design, SEO, Google pay-per-click ads, and social media for law firms. We discussed how law firm marketing teams should allocate investments in website design, SEO, Google pay-per-click ads, and social media, ways that law firms can assess the return on their online marketing, and common pitfalls that law firms should avoid in digital marketing.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 28

Fri, 26 Jul 2024 07:00:00 -0400

In this 28th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed unicorns, enthusiasm for legal tech, and moving from the era of wonder to practicality in generative AI.

Measuring Contract Performance and Highlighting Underperforming Terms

Wed, 24 Jul 2024 07:00:00 -0400

I spoke with Steve Reynolds, the Chief Strategy Officer for Emburse, a travel and expense management technology company. We discussed the release of Air Contract Audit, which analyzes and audits business travel contracts with airlines, best practices for measuring contract performance and highlighting underperforming terms, and how corporate counsel and legal operations leaders can assess contract value leakage.

Reimagining the Law Firm Business Model with Innovative Programs and Services

Mon, 22 Jul 2024 07:00:00 -0400

I spoke with Francesc Muñoz, Chief Information Officer at Cuatrecasas in Barcelona. We discussed the most important technology issues that law firms in Europe face, the success of Cuatrecasas Acelera, the advantages of law firms creating new models of supporting clients, and how law firms will continue to reimagine their services and business models.

Trends Driving the Need for Content Collaboration and Real-Time Engagement

Thu, 18 Jul 2024 07:00:00 -0400

I spoke with Adrienne Lester, the Senior Director of Business Services at ShareFile. We discussed the trends driving the need for more content collaboration and real-time engagement, how ShareFile's solutions help law firms keep pace with changes in the practice of law, where legal professionals are leveraging technology to support their compliance requirements, and how lawyers are taking advantage of virtual data rooms and client portals.

Is There a Fear of AI in Legal?

Tue, 16 Jul 2024 07:00:00 -0400

I spoke with Andrea Miskolczi, the Founder and Director of InterAlia Consulting, a strategy and transformation advisory boutique for legal leaders. We discussed best practices for promoting the adoption of new tools in a legal organization, how lawyers are adopting AI, and whether there is a fear of AI in legal.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 27

Fri, 12 Jul 2024 07:00:00 -0400

In this 27th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed litigation trends, AI applications, self-service training, and ILTACON.

Zero Trust, AI, and Protecting Your Data

Wed, 10 Jul 2024 07:00:00 -0400

I spoke with Steve Orrin, the Federal Chief Technology Officer for Intel Corporation, where he leads Intel's Federal and Public Sector Solution Architecture, Strategy, and Technology engagements. We discussed how public and private sector organizations are dealing with the rise in cybersecurity attacks, how they can enhance their security controls with Zero Trust, and how those in regulated industries or working with sensitive data should apply AI and machine learning.

Best Practices for International Subsidiary Management

Mon, 08 Jul 2024 07:00:00 -0400

I spoke with Nicolas Leroux, the Founder and CEO of Odyssey, a global corporate governance services provider. We discussed how the demand for in-house legal services has changed, the benefits of outsourcing legal entity management, and good governance practices for international subsidiary management.

How Legal Tech Empowers Risk Management

Tue, 02 Jul 2024 07:00:00 -0400

I spoke with Sean West, a co-founder of Hence Technologies, a strategic legal management platform. We discussed how geopolitical and economic factors influence the need for legal risk management, ways that legal tech empowers risk management, and the connection to legal operations.

The Legal Roles and Skills in Greatest Demand

Thu, 27 Jun 2024 07:00:00 -0400

I spoke with Chris Egan, president and founder, and James Bickley, managing director of Celeritas Recruiting, a specialized recruiting firm representing leading organizations and professionals at the intersection of law and technology. We discussed the roles and skills in greatest demand today, the challenges associated with talent acquisition in the current market, and how employers and candidates should react to the FTC's ruling on noncompete agreements.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 26

Tue, 25 Jun 2024 07:00:00 -0400

In this 26th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Lexpo, ILTACON, ConnectLive, LegalTechTalk, and the conference renaissance.

New Research About Legal Operations at a Crossroads

Fri, 21 Jun 2024 07:00:00 -0400

I spoke with Sandra Aldi, the Chief Marketing Officer at Neota Logic, Michael Powers, the Global Director of Product Marketing at iManage, and Thomas Suh, the Co-Founder and Chief Operating Officer for LegalMation. The three companies are part of a consortium that supported a newly released report called: Legal Operations at a Crossroads - Understanding How Corporate Legal Teams are Driving Innovation and Navigating Digital Transformation in Unique Ways, featuring the perspectives of 30 legal operations leaders from various companies. We discussed the results and what they indicate about how law departments are leveraging AI, automating how they provide legal services, and empowering self-service.

Reinventing the Workplace

Wed, 19 Jun 2024 07:00:00 -0400

I spoke with Danette Shaifer, the founder and Chief Empowerment Officer at Florishion Consulting and Coaching, LLC. We discussed how leaders in legal align digital transformation with personal growth, creative ways to train leaders to reinvent the workplace, and how coaching in legal is evolving.

Ways to Make Lawyers More Comfortable with AI

Thu, 13 Jun 2024 07:00:00 -0400

I spoke with Aaron Lee, the co-founder and CEO of Smith.ai, a company that provides 24/7 answering services through phone or chat for small to midsize businesses using a combination of AI and human support, including law firms, among others. We discussed why the legal industry has embraced AI, ways to make lawyers more comfortable with AI, balancing AI with human talent, and where the use of AI in legal is headed.

Understanding Law Firm Economics and Dynamic Forecasting

Tue, 11 Jun 2024 07:00:00 -0400

I spoke with John Scott, an accounting partner with Anders CPAs and Advisors and the Legal Niche Leader at Summit VCFO Services by Anders. We discussed the most important financial metrics for growing a law firm, best practices for maximizing the leverage model, and how law firms take advantage of dynamic forecasting.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 25

Fri, 07 Jun 2024 07:00:00 -0400

In this 25th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed changemakers, talent, legal transformation, and tracking the trajectory of technology.

The Shifting IT Security Paradigm in Law Firms

Tue, 04 Jun 2024 07:00:00 -0400

I spoke with Josh Aaron, CEO of Aiden Technologies, a provider of modern, intelligent software packaging and deployment for Microsoft Windows. We discussed how law firms can improve their security posture and operational efficiency and how the IT security paradigm is shifting.

How to Avoid Common Mistakes People Make in Retirement Planning

Thu, 30 May 2024 07:00:00 -0400

I spoke with Taylor Willingham, the owner of Willingham Law Firm, an estate planning, probate, and elder practice, and WG Title, a title company, both based in McKinney, Texas. We discussed the most compelling issues in elder law, common mistakes people make in retirement planning, and how the field of elder law is changing.

Generative AI and Predictability in the Dispute Resolution Process

Tue, 28 May 2024 07:00:00 -0400

I spoke with Rich Lee, Co-Founder and CEO of New Era ADR, a technology company that increases predictability in the legal dispute process. We discussed the emerging technologies affecting the dispute resolution process, the role that chatbots and generative AI applications serve in ADR, and the skills required of modern neutrals.

Disrupting CRM

Fri, 24 May 2024 07:00:00 -0400

I spoke with Todd Miller, the CEO of TRĒ, an AI-powered customer relationship management platform. We discussed what lawyers should know about CRM, how TRĒ differs from traditional CRM, and how CRM is evolving.

2024 Association of Legal Administrators Annual Conference Mixtape

Thu, 23 May 2024 07:00:00 -0400

During the 2024 Association of Legal Administrators (ALA) Annual Conference, I had the privilege of speaking to the following leaders for this #ALA2024 #Mixtape:
⭐ Jonathon Fishman, CEO, LeanLaw - Legal Billing Software
⭐ Debbie Foster, CEO, Affinity Consulting Group
⭐ Laura Leopard, Founder and General Manager, Leopard Solutions
⭐ Patricia Ann Nagy, Chief Strategy Officer, Proxy PR
⭐ Alaa Pasha, CEO, Maptician
⭐ Jeroen Plink, Co-Founder, LegalTechnology Hub
⭐ Jennifer Sherman, Chief Product & Experience Officer, CARET
⭐ Eric Thurston, CEO, SurePoint Technologies
⭐ Andre Wouansi, CEO, Accurate Legal Billing

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 24

Wed, 22 May 2024 07:00:00 -0400

In this 24th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the British Legal Technology Forum, deploying copilot, and consolidating legal technology.

Optimizing Digital Transformation in Law Firms

Tue, 21 May 2024 07:00:00 -0400

I spoke with Nicki Kastellorizios-Lee, an IT Communications Manager at Perkins Coie in Chicago. We discussed best practices for approaching digital transformation in law firms, the technology messaging challenges and ethical considerations for attracting the attention of modern legal professionals, and how IT leaders can empower the communications strategy of their teams.

How Expert Witnesses Are Using Generative AI

Thu, 16 May 2024 07:00:00 -0400

I spoke with Dr. Collin Starkweather, the Chief Data Scientist at Luminos.AI, a spinoff of Luminos.Law, where he was formerly Director of Data Science, and Dr. Izzy Nelken, a financial mathematician and the founder of Super Computer Consulting, which develops tools for securities pricing and valuation. We discussed how lawyers can determine whether their expert witnesses are using best practices and secure protocols with generative AI, guardrails law firms should implement, and how generative AI will affect expert services. Learn more about their work here and here.

Transforming Legal Payments with Generative AI

Tue, 14 May 2024 07:00:00 -0400

I spoke with Dru Armstrong, the CEO of AffiniPay, a leader in payments and software for legal and other professionals. We discussed the intersection of fintech and legal tech, how generative AI can support legal payments, best practices for incorporating different tools into a holistic platform while maintaining customer satisfaction, and how the legal payments sector is evolving.

CLOC 2024 Mixtape

Fri, 10 May 2024 07:00:00 -0400

During the 2024 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with the following industry leaders for the #CGI2024 mixtape. 😀 Thanks to participants:

Jon Bartman of the Law Tech Consultancy
Andy Burtis of Axiom
Ryan Frye of ModeOne Technologies
Heather Jacobson of Axiom Advice & Counsel
Christopher Kruse of Casepoint
Matt Rasmussen of ModeOne Technologies
Dan Ruderman of LexisNexis CounselLink®
Eric Wangler of BigHand
Andy Wishart of Agiloft

Whether Generative AI and LLMs Will Replace Technology-Assisted Review Workflows

Wed, 08 May 2024 07:00:00 -0400

I spoke with David Stanton, a Litigation Partner at Pillsbury Winthrop Shaw Pittman. We discussed the rapid pace of digital transformation, use cases for generative AI, the challenges associated with deploying emerging technology, creating a generative AI timeline, and whether generative AI and LLMs will replace technology-assisted review workflows.

Charting Change in Legal w/ Caroline Hill, Legal IT Insider, and Industry Analyst Ari Kaplan, Ep 23

Fri, 03 May 2024 07:00:00 -0400

In this 23rd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed CLOC, legal administrators, law firm tech labs, and aligning client expectations.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 22

Tue, 30 Apr 2024 07:00:00 -0400

In this 22nd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the connection between generative AI and e-discovery, revisiting remote work, and the future of the billable hour

Promoting Responsible Data Intelligence

Thu, 25 Apr 2024 07:00:00 -0400

I spoke with Ian Campbell and Emily Johnston, the Chief Marketing Officer and Product Manager for Incident Response, respectively, for iCONECT, a developer of e-discovery software. We discussed the convergence of e-discovery and cybersecurity, best practices for adapting e-discovery software to support adjacent disciplines, and how development teams can stay ahead of the rapidly changing technology landscape.

Where Law Firms and Legal Departments are Succeeding with Innovation

Tue, 23 Apr 2024 07:00:00 -0400

I spoke with Aaron Crews, the Chief Product and Innovation Officer and Head of Enterprise at UnitedLex, a provider of alternative legal services. We discussed UnitedLex's unique approach to e-discovery, the evolution of AI in legal, where law firms and legal departments are succeeding with innovation, and how leadership is changing.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 21

Fri, 19 Apr 2024 07:00:00 -0400

In this 21st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed tracking trends in the general counsel’s office, studying new standards in legal, and events.

Using Generative AI to Draft Patents and Office Action Answers

Tue, 16 Apr 2024 07:00:00 -0400

I spoke to FX Leduc, co-founder and CEO of davinci, an AI tool that uses generative AI to draft patents and office action answers. We discussed how davinci improves the process of drafting patents and office action responses, best practices for law firms interested in leveraging AI, and how the application of AI in legal is evolving.

The Benefits of AI-Powered Patent Analytics

Thu, 11 Apr 2024 07:00:00 -0400

I spoke with Matthew Veale, a European Patent Attorney with Patsnap, an AI-enabled patent analytics platform. We discussed how Patsnap supports legal professionals, how legal professionals can responsibly innovate by leveraging AI, and how intellectual property protection is evolving.

Using Artificial Intelligence to Facilitate Payment for Law Firms

Tue, 09 Apr 2024 07:01:00 -0400

I spoke with Milan Bobde, the co-founder and CEO of Oddr, an AI-powered invoice-to-cash platform for law firms. We discussed how law firms manage their billing and collections, ways to leverage artificial intelligence to facilitate payments, and how law firm finance is evolving.

The Factors That Make Law Firm Mergers Successful

Fri, 05 Apr 2024 07:00:00 -0400

I spoke with Rob Millard, the Director of Cambridge Strategy Group, who advises law firms and similar businesses. We discussed his research focused on the drivers of success across 73 large US and UK law firm mergers that took place between 2002 and 2017, how to measure the success of law firm mergers, and lessons for growth-oriented law firm leaders.

Digital Payments and Their Role in Accessing Justice

Wed, 03 Apr 2024 07:00:00 -0400

I spoke with DeAngelo Smith, the CEO of Driven, a payment solutions provider that offers installment loans and digital payment plans. We discussed Driven’s mission, its transformation from Ticket Avengers, why it started in New York, Philadelphia, and Baltimore, and how digital payments are evolving.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 20

Fri, 29 Mar 2024 07:00:00 -0400

In this 20th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed collaborating as a community, planning for Q2, and the changing expectations of technology in legal.

Balancing the Use of Legal Technology and Human Guidance to Resolve Legal Matters

Tue, 26 Mar 2024 07:00:00 -0400

I spoke with Carl Roberts, founder of SplitSmart.com, an online divorce organization tool. We discussed the threshold for using technology to support legal matters and how the tech-enabled dispute resolution sector is evolving.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 19

Fri, 22 Mar 2024 07:00:00 -0400

In this 19th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed common global challenges in legal services and using International Women's Day to drive change.

Embracing Consultative eDiscovery to Empower Client Service

Thu, 21 Mar 2024 07:00:00 -0400

I spoke with Jamie Berry, the President of Evolver Legal Services, an e-discovery and litigation support services company. We discussed how client service has changed with the emergence of generative AI, the most common challenges legal teams face in litigation, and the evolution of the practice of law.

Deciding Whether to Build or Buy AI Applications

Tue, 19 Mar 2024 07:00:00 -0400

I spoke with Al Hounsell, the Innovation Director at Norton Rose Fulbright in Toronto, who focuses on the application of artificial intelligence to legal practice, among other areas. We discussed whether to build or buy AI applications, the adoption rates of artificial intelligence in law firms, and the challenges of AI adoption that law firms must overcome.

Changing Client Expectations and How Law Firms are Taking Advantage of AI-Powered Drafting Tools

Thu, 14 Mar 2024 07:00:00 -0400

I spoke with James Sherer, a partner at BakerHostetler, who serves as the co-leader of the Emerging Technology team of the firm's Digital Assets and Data Management Group, and Ross Guberman, the Founder and CEO of LawCatch, the developer of BriefCatch, a software platform designed to elevate legal writing, which has recently introduced new generative AI features for lawyers and legal professionals. We discussed how client expectations of communication with their lawyers have changed, the key to drafting effective AI guidelines, and how law firms are taking advantage of AI-empowered tools.

The Effect of Generative AI on Legal Blogging

Tue, 12 Mar 2024 07:00:00 -0400

I spoke with Kevin O'Keefe, the founder and CEO of LexBlog, Inc., a legal blog publishing platform used by lawyers worldwide. We discussed the transformation of legal blogging, the effect of generative AI on the practice, and where blogging in legal is headed.

The Power of Innovation in Litigation, Drafting, and Client Service

Tue, 05 Mar 2024 07:00:00 -0500

I spoke with David Cohen, a partner with Reed Smith and chair of the firm's Records & E-Discovery Group, as well as a member of the Emerging Technologies group, and Ross Guberman, the Founder and CEO of LawCatch, the developer of BriefCatch, a software platform designed to elevate legal writing, which has recently introduced new generative AI features for lawyers and legal professionals. We discussed how good writing and well-crafted positions affect the outcomes of bet-the-company matters, changes in the way lawyers communicate, and where litigators are taking advantage of AI-empowered tools.

Managing a Law Firm and Building a Legal Tech Company

Fri, 01 Mar 2024 07:00:00 -0500

I spoke with Karl Seelbach, the co-founder of Doyle & Seelbach PLLC, a law firm in Austin, Texas, and the founder of Skribe.ai, a software alternative to court reporting. We discussed how he balances managing a law firm and building a legal tech company, how generative AI affects the way litigators practice, and how litigation is evolving with technology.

Transforming the Corporate Legal Department with Metrics and KPIs

Tue, 27 Feb 2024 07:00:00 -0500

I spoke with Mike Russell, the Head of Global Legal Operations for Expedia Group, Julie Richer, the Director of Legal Operations of Bath & Body Works, and Mori Kabiri, author of Legal Operations KPIs and founder of InfiniGlobe, a legal operations consulting firm. We discussed how metrics and KPIs in legal have evolved, metrics that legal operations teams should monitor, and best practices for integrating data analytics into legal operations.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 18

Fri, 23 Feb 2024 07:00:00 -0500

In this 18th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Legalweek 2024, solving problems with AI, and planning for Q2.

The Current State of Remote and Hybrid Work in Law Firms

Wed, 21 Feb 2024 07:00:00 -0500

I spoke with Alaa Pasha, the CEO of Maptician, an end-to-end solution for law firm hybrid operations. We discussed the current state of remote and hybrid work in law firms, strategies that law firms are using to maximize their workspaces, mistakes they are making in managing and training their teams, and the future law firm operations given the rise of generative AI.

How Technology is Changing the Relationship Between Law Firms and Their Clients

Tue, 20 Feb 2024 07:00:00 -0500

I spoke with Ahmed Shaaban, the founder and CEO of Fulcrum Global Technologies, which provides business solutions for law firms and other providers of professional services. We discussed the launch of RAPIDx, how technology is changing the relationship between law firms and their clients, and the transformation of the legal industry.

Legalweek 2024 Mixtape - Day 3

Fri, 16 Feb 2024 07:00:00 -0500

On the final day of Legalweek 2024, I was fortunate to speak with industry leaders Andy Ward of Sandline Global, James Lasson of Casepoint LLC, Joey Seeber of Level Legal, and Sebastian Lach of Eltemate (Hogan Lovells) for this episode in the mixtape series.

Judicial Preferences, AI, and Leveraging Technology to Gain an Advantage in Complex Litigation

Wed, 14 Feb 2024 07:00:00 -0500

I spoke with Geoffrey Vance, a litigation partner with Perkins Coie and chair of the firm's E-Discovery Services & Strategy Group and a Navy veteran, and Ross Guberman, the Founder and CEO of LawCatch, the developer of BriefCatch, a software platform designed to elevate legal writing, which has recently introduced new generative AI features for lawyers and legal professionals. We discussed the legal writing preferences of judges, leveraging technology to manage the complexity of modern litigation, and new opportunities for law firms using artificial intelligence.

Legalweek 2024 Mixtape - Day 2

Mon, 12 Feb 2024 07:00:00 -0500

I was fortunate to speak with Arman Afkhami of TitanFile Inc., Michael Crawford of HIKE2, Michael Kraft of Kraft & Kennedy, Inc., Paige Roncke of Centerbase, Peter Zver, CPA of Bundledocs for this mixtape of perspectives on Day 2 of Legalweek 2024.

Legalweek 2024 Mixtape - Day 1

Fri, 09 Feb 2024 07:00:00 -0500

Introducing the first #ReinventingProfessionals #Mixtape of 2024. Thanks to my featured guests for sharing their perspectives on the first day of Legalweek 2024: Heena Bhambhlani at EY, Jordan Domash at Responsiv, Debbie Foster at Affinity Consulting Group, Francois-Xavier Leduc at davinci, James O'Connell-Cooper at Caret, Jamie Berry at Evolver Legal Services, Mike Gaudet at J.S. Held, and Monica Harris at Cellebrite Enterprise Solutions.

How Current and Future Leaders in Legal are Adapting Their Communication Styles

Wed, 07 Feb 2024 07:00:00 -0500

I spoke with Andrew Sherman, a partner with Brown Rudnick, and Ross Guberman, the Founder and CEO of LawCatch, the developer of BriefCatch, a software platform designed to elevate legal writing, which has recently introduced new generative AI features for lawyers and legal professionals. We discussed how current and future leaders are adapting their communication styles, new ways of training legal professionals, the importance of innovation in drafting correspondence, and opportunities with AI.

Dynamically Managing the Proliferation of Data in Modern Litigation

Tue, 06 Feb 2024 07:00:00 -0500

I spoke with Eric Mandel, a Director of Global Advisory Services at KLDiscovery. We discussed how the need for global advisory services has changed, the importance of information governance as a strategy for managing the proliferation of data in modern litigation, and the appropriate balance between talent and technology in e-discovery.

Reimagining the Vacation Experience to Exceed Changing Client Expectations

Thu, 01 Feb 2024 07:00:00 -0500

I spoke with Jack Slim, the Managing Director and General Manager for the El Conquistador Resort & Las Casitas Villas in Fajardo, Puerto Rico. We discussed the power of reimagining the vacation experience, dynamic ways to accommodate changing client preferences, and how the travel experience is evolving.

Taking Advantage of AI-Empowered Drafting and Legal Technology Tools for High-Stakes Transactions

Mon, 29 Jan 2024 07:00:00 -0500

I spoke with Paulo Varnieri, a corporate partner at Holland & Knight in Washington, DC, and Ross Guberman, the Founder and CEO of LawCatch, the developer of BriefCatch, a software platform designed to elevate legal writing, which has recently introduced new generative AI features for lawyers and legal professionals. We discussed how lawyers can leverage technology to manage an increasingly complex workflow, ways that the craftsmanship involved with drafting deal documents has changed as a result of technology, and new opportunities that law firms could realize with artificial intelligence.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 17

Fri, 26 Jan 2024 07:00:00 -0500

In this 17th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed planning for Legalweek 2024.

Transforming the Approach to Digital Investigations and E-Discovery

Thu, 25 Jan 2024 07:00:00 -0500

I spoke with Chantelle Jalland, a London-based Managing Director for Digital Investigations & Discovery with J.S. Held, a global consulting firm. We discussed how the approach to digital investigations and e-discovery has evolved over the past decade, the types of litigation matters where alternative legal services are the most appropriate, and how generative AI will affect digital investigations and discovery.

How Software Design Preferences Have Changed Due to Generative AI

Tue, 23 Jan 2024 07:00:00 -0500

I spoke with Nicole Bradick, the Founder and CEO of Theory and Principle, a legal technology product design and development studio. We discussed how the emergence of generative AI has affected the development and application of law firm legal technology, how software design preferences have changed due to generative AI, and how legal technology is evolving.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 16

Fri, 19 Jan 2024 07:00:00 -0500

In this 16th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed new technology in the new year and transforming legal in 2024.

Unifying Privacy, Investigations, and E-Discovery to Find Truth in a Digital World

Thu, 18 Jan 2024 07:00:00 -0500

I spoke with Jonathan Rubinsztein, the CEO of Nuix, a leading provider of investigative analytics and intelligence software. We discussed the benefits of its unified NEO platform for data privacy, fraud and investigations, and e-discovery, expectations for the use of generative AI in legal, and how e-discovery is evolving.

Best Practices for Driving the Implementation and Usage of Legal Technology

Tue, 16 Jan 2024 07:00:00 -0500

I spoke with Ragav Jagannathan, the founder of KL Software Technologies, a provider of software and services for the legal field. We discussed the technology applications that are most appealing to legal professionals, best practices for driving implementation and usage, the types of legal tasks on which professionals are most often applying technology, and where legal technology is headed.

Building a ’Second Brain’ for Deal Lawyers

Thu, 11 Jan 2024 07:00:00 -0500

I spoke with Kevin Walker and Bryan Davis, the CEO and CTO, respectively, of Centari, a startup building what they call a generative AI "second brain" for deal lawyers. We discussed the benefits of a generative AI "second brain" for lawyers, the difference between unstructured and structured data, ways that Centari resolves generative AI's hallucination risk, and how legal AI is evolving.

The Value of Podcasting for Lawyers (and the Effect of Generative AI on Podcasting)

Tue, 09 Jan 2024 07:00:00 -0500

I spoke with Robert Ingalls, the founder and CEO of LawPods, a podcast production and marketing agency for law firms. We discussed the value of a podcast for a law firm, the benefits of podcasting for an individual lawyer, ways a podcast host can grow an audience quickly, and the effect of generative AI on podcasting.

How Law Firms Can Create a Competitive Advantage with AI

Fri, 05 Jan 2024 07:00:00 -0500

I spoke with Joe McSpadden, the Senior Vice President of Williams Lea, a business support services company for the investment banking, professional services, and legal industries. We discussed the trends identified in The Future of the Legal Workplace report, how law firms are reassessing their business structures, and ways they can create a competitive advantage with AI.

Best Practices for Demystifying E-Discovery Pricing

Wed, 03 Jan 2024 07:00:00 -0500

I spoke with James MacGregor, the founder of Ethical eDiscovery, a boutique consulting firm that captures and reviews digital evidence. We discussed how the UK and European e-discovery markets differ from the US, the benefits of working with the UK Chapter for ACEDS and the Litigation Special Interest Group for ILTA Europe, and best practices for demystifying e-discovery pricing.

How Legal Technology Facilitates Better Decision-Making

Thu, 28 Dec 2023 07:00:00 -0500

I spoke with Colin Levy, the Director of Legal and Evangelist for Malbek, a provider of Contract Lifecycle Management software, and the author of The Legal Tech Ecosystem: Innovation, Advancement & the Future of Law Practice, a new book about the evolving legal technology sector. We discussed starting a career in legal technology, the skills that legal professionals need to stay ahead in the rapidly evolving legal sector, and how legal tech facilitates better decision-making.

Connecting Easily and Efficiently with Experts

Wed, 27 Dec 2023 07:00:00 -0500

I spoke with Karthi Purushothaman and Achal Tandon, both management consultants, who are the co-founders of InstaXpert, a mobile app to help individuals find experts in professional services, including lawyers, accountants, and financial planners, among others. We discussed the importance of providing immediate access to professional advice and how the democratization of professional services is evolving.

Legal Industry CEOs Share Perspectives on 2023 and Their Vision for 2024

Thu, 21 Dec 2023 07:00:00 -0500

I had the privilege of facilitating a year-end roundtable discussion with leading CEOs in legal about opportunities, challenges, and the road ahead. They included Josh Baxter of NetDocuments, Josh Blandi of UniCourt, Nicole Clark of Trellis, Aviva Cuyler of JD Supra, Rudy DeFelice of KP Labs, Debbie Foster of Affinity Consulting, Kelly Griswold of Onna, Sheryl Hoskins of Litera, Kelly Lake of CEB, Daniel Lewis of LegalOn, Julie Lewis of Digital Mountain, Anna McGrane of PacerPro, Early Stephens of Actionstep, Matt Sunderman of Harbor, and Eric Thurston of SurePoint.

Collecting Public ESI as Evidence

Tue, 19 Dec 2023 07:00:00 -0500

I spoke with Alex Sappington, the Co-CEO of Page Vault, a legal web capture software and services provider. We discussed how the collection of public electronically stored information as evidence differs from the collection of private ESI, the implications and challenges that come with collecting public data, and the matters where public data is most commonly used as a significant source of evidence.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 15

Fri, 15 Dec 2023 07:00:00 -0500

In this 15th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed deploying new technology in 2024, empowering public speaking, and expanding in-person engagement.

The Effectiveness of Contracts Training-tainment

Tue, 12 Dec 2023 07:00:00 -0500

I spoke with Laura Frederick, the founder and CEO of How to Contract, a provider of contract training for lawyers and business professionals, and the creator of ContractsCon, scheduled for January 2024. We discussed the challenges associated with contract training, the value of training-tainment, the 2024 ContractsCon event, the You Can Contract Show podcast, and the book "Practical Tips on How to Contract."

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 14

Fri, 08 Dec 2023 07:00:00 -0500

In this 14th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I reflected on 2023, discussed plans for 2024, and highlighted the newest trends that are driving legal forward.

Using Generative AI to Improve Marketing and Business Development Outcomes

Thu, 07 Dec 2023 07:00:00 -0500

I spoke with Jason Noble, the Co-Founder and Chief of Product Strategy at ikaun, an experience management platform, powered by artificial intelligence. We discussed how law firm marketing and business development professionals should incorporate generative AI into their operations, ways to approach security and privacy when using generative AI, and the opportunities for generative AI to improve the outcomes and reduce the work of marketing and BD leaders.

How Law Schools Should Change the Way They Teach Technology and Law

Tue, 05 Dec 2023 07:00:00 -0500

I spoke with Professor Steven Gallagher, the Associate Dean of the Faculty of Law at the Chinese University of Hong Kong, and author of the new book "Digital Technology and Law." We discussed what inspired him to write "Digital Technology and Law," how digital technology will affect the practice of law, whether lawyers should learn to code, and how law schools should change the way they teach technology and law.

How Legal Professionals Can Maximize the Opportunities at Their Next Meeting or Conference

Thu, 30 Nov 2023 07:00:00 -0500

I spoke with Janet Falk, the Chief Strategist at Falk Communications and Research, which provides public relations and marketing communications services to attorneys, business owners, and consultants. We discussed how attorneys can best prepare for their next meeting or conference, conduct effective follow-up, and maximize attendance at remote events.

Empowering Investigators with Technology and Open-Source Data

Tue, 28 Nov 2023 07:00:00 -0500

I spoke with Stuart Clarke, the CEO of Blackdot Solutions, a software company founded with a mission to enable investigative teams to leverage technology to combat terrorism, financial crime, and human trafficking. We discussed the trends driving the need for more sophisticated investigation tools, how regulators are influencing these trends, and ways that technology for investigations is evolving.

The Value of Financial Management for Legal Professionals

Tue, 21 Nov 2023 07:00:00 -0500

I spoke with Joe Ryan, the Managing Director and Head of the Law Firm Group for Citi Global Wealth at Work, which provides tailored financial, wealth, banking, and lending solutions. We discussed the value of working with a financial advisor with specialized knowledge of the legal industry and how the wealth management needs of lawyers differ from professionals in other industries.

Preparing for the Corporate Transparency Act

Mon, 20 Nov 2023 07:00:00 -0500

I spoke with Ross Aronowitz, the Vice President for the Law Firm Segment at CT Corporation, within the Financial and Corporate Compliance division of Wolters Kluwer. We discussed the Corporate Transparency Act, how law firms can help their clients prepare for this new law, and the company's Small Business & Corporations Beneficial Ownership Survey.

The Convergence of E-Discovery, Compliance, Data Privacy, and Cybersecurity

Fri, 17 Nov 2023 07:00:00 -0500

I spoke with Eric Robinson, the Vice President of Global Advisory Services and Strategic Client Solutions at KLDiscovery. We discussed the most commonly requested e-discovery advisory services, why e-discovery, compliance, data privacy, and cybersecurity are converging, the effect of AI on this alignment, and how legal professionals can use information governance as a strategy to lower their risks.

Becoming an Author While Practicing Full-Time

Wed, 15 Nov 2023 07:00:00 -0500

I spoke with Dera Nevin, a data lawyer, who has held positions that touch on e-discovery, cybersecurity, and information governance, at organizations like Blackstone, TDBank, and Proskauer Rose, and the author of The Journey's the Thing: Pandemic Essays. We discussed the stories in her book that are uniquely suited to lawyers and other professionals in the legal tech community, how she found the time to write a book while working full-time, and her plans for future books.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 13

Mon, 13 Nov 2023 07:00:00 -0500

In this 13th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the power of business intelligence in legal, the global impact of legal technology on the practice of law, and the projected use case cases for AI in 2024.

The Emerging Legal Tech That Law Firms and Law Departments Should Understand Beyond Generative AI

Thu, 09 Nov 2023 07:00:00 -0500

I spoke with Sean Monahan, a Senior Director in the Strategy & Transformation practice and lead of the Data Modernization specialist team at Harbor, and Justin Hectus, the CIO of KP Labs, a Harbor company focused on business process automation, contract intelligence, and advanced analytics. We discussed the emerging legal tech that law firms and law departments should understand beyond generative AI and where AI is having the greatest impact on the legal industry.

How Law Firms Can Leverage Their Existing Collaboration Platforms to Drive Innovation

Tue, 07 Nov 2023 07:00:00 -0500

I spoke with Ted Theodoropoulos, the Founder and CEO of Infodash, a legal collaboration platform built on SharePoint Online and Microsoft Teams. We discussed the current state of law firm collaboration, how firms can leverage existing collaboration platforms to drive innovation, and the effect of generative AI on this process.

How the Role of the In-House Lawyer is Evolving

Wed, 01 Nov 2023 07:00:00 -0400

I spoke with Shai Mehani, the Co-Founder and CEO of In-House Connect, a nationwide community of over 50,000 in-house counsel. We discussed the growth of the network, how it differs from other organizations that serve the in-house bar, content that is most interesting to corporate counsel, and how the role of the in-house lawyer is evolving.

Preparing Law Students for an AI-Centric Legal Practice

Thu, 26 Oct 2023 07:00:00 -0400

I spoke with Lutz-Christian Wolff, the Dean of the faculty of law for the Chinese University of Hong Kong, and the author of a new law review article published in the Spring 2023 issue of the Journal of Law and Technology at Texas called "The AI-Based Legal Paradise - A (Necessary!) Thought Experiment." We discussed How AI will affect the practice of law, the tipping point for lawyers to routinely incorporate AI into their work, and how legal decision-making will evolve.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 12

Tue, 24 Oct 2023 07:00:00 -0400

In this 12th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the Say Gap public speaking program, the connection between knowledge management and innovation, and the value of niche conferences.

Navigating the Future of Knowledge and Know-How with Generative AI

Fri, 20 Oct 2023 07:00:00 -0400

I spoke with Kelly Lake, the CEO and Executive Director for CEB - Continuing Education of the Bar, a California-focused provider of legal research and CLE. We discussed the connection between continuing legal education and legal research, how CEB combines human editorial expertise with its rules-based machine integration, and the effect of generative AI on legal research.

Aligning Legal Design, Innovation, and Well-Being

Tue, 17 Oct 2023 07:00:00 -0400

I spoke with Marco Imperiale, the Founder and Managing Director of Better Ipsum, a consultancy based in Europe focused on legal design, innovation, ESG, and wellbeing. We discussed the legal industry changes that organizations are having the most difficulty addressing and the importance of aligning legal design, innovation, and well-being.

The Effect of Interactive Experiential Training on the Practice of Law

Fri, 13 Oct 2023 07:00:00 -0400

I spoke with Abdi Shayesteh, the Founder and CEO of AltaClaro, an interactive experiential legal training provider. We discussed how interactive experiential training differs from traditional law firm practices, the value of the '"Learn, Do, Review" model, and measuring the return on training investments.

Leveraging Behavioral Assessments in Legal

Wed, 11 Oct 2023 07:00:00 -0400

I spoke with Ioana Good and Adrien Maines, partners in Promova, a branding and public relations firm, as well as the co-developers of Find a Rainmaker, a behavioral assessment application. We discussed the value of a behavioral assessment tool, ways that the legal industry can use it to enhance decision-making on revenue generation, coaching, and team formation, and how the behavioral assessment process is evolving.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 11

Fri, 06 Oct 2023 07:00:00 -0400

In this 11th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Legal Geek and Relativity Fest, the increasing influence of knowledge management, and, of course, AI.

Empowering Contract Intelligence with Generative AI

Fri, 29 Sep 2023 07:00:00 -0400

I spoke with Gary Sangha, the founder and CEO of LexCheck, a leading AI-powered contract acceleration and intelligence platform. We discussed the increasing importance of contract intelligence, the company's release of Copilot, how it leverages generative AI, the value of integrating with Microsoft Word, and how lawyers and businesses will continue to transform the way they manage contracts.

A New Approach to Sourcing and Managing Document Reviewers

Mon, 25 Sep 2023 07:00:00 -0400

I spoke with Rachi and Shimmy Messing, the co-founders of Altorney, a marketplace platform for sourcing and managing document reviewers and other legal talent. We discussed The importance of transparency in staffing e-discovery projects, the value of efficiency in this process, and where the market for legal talent is headed.

Reimagining Legal Finance

Fri, 22 Sep 2023 07:00:00 -0400

I spoke with David Perla, the Co-Chief Operating Officer at Burford Capital, a leading provider of legal finance. We discussed how the impression of legal finance has evolved, the company's new research on how in-house lawyers view opportunities in affirmative litigation, and how the use of litigation finance will evolve following the $16.1 billion judgment against the government of Argentina in the Southern District of New York.

New Legal Tech Opportunities and the Popularity of Generative AI in Latin America

Wed, 20 Sep 2023 07:00:00 -0400

I spoke with Andrés Jara, a lawyer and the founder of Alster.law, a provider of alternative legal services, and Kea Technology, a developer of matter management software. We discussed the state of technology adoption in Latin America, unique legal tech challenges in the region, and new opportunities presented by the popularity of generative AI.

ILTACON 2023 Trends and Takeaways Mixtape

Mon, 18 Sep 2023 07:00:00 -0400

At the 2023 International Legal Technology Association Conference, I had the privilege of speaking with leaders from various organizations for this #ILTACON2023 mixtape. They included: Josh Baxter and Dan Hauck of NetDocuments, Peter Zver of Bundledocs, Jorn Vanysacker of Henchman, Josh Blandi of Unicourt, Juan Ramirez of NSerio, Ken Block of LegalMation, and Early Stephens of Actionstep. We discussed their objectives for the conference, key trends, and important takeaways. Music credit: Good Morning St. Martin by Aldous Ichnite.

Summer Vacations and the Power of Client Service

Fri, 15 Sep 2023 07:00:00 -0400

I spoke with Billy Scott, General Manager of the Virginia Hotel and Cottages in Cape May, New Jersey. We discussed the secret to maintaining the highest level of client service, adapting to changing customer preferences, and encouraging team members to collectively support a common mission, and how the travel experience is evolving.

Data Management and Legal Technology in Finland

Tue, 12 Sep 2023 07:00:00 -0400

I spoke with Heikki Ilvessalo, the co-founder of Ilves, a legal data consultancy and software firm, in Finland, the founder of the Finnish Legal Tech Network, and the co-organizer of the Nordic Legal Tech Day in Helsinki on November 15th. We discussed what law firms in Finland are looking for in a legal tech solution, the 2023 map of Finnish legal tech vendors, and how legal technology in Finland is evolving.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 10

Fri, 08 Sep 2023 07:00:00 -0400

In this tenth episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed aligning the legal ecosystem, deploying generative AI, and investing in legal.

The Job Market for Roles in E-Discovery, Information Governance, and Privacy

Wed, 06 Sep 2023 07:00:00 -0400

I spoke with Michael Potters, the CEO of the Glenmont Group, an executive search firm that works with law firms, corporate legal departments, and providers of legal services. We discussed the state of the job market for roles in e-discovery, information governance, privacy, the types of organizations that offer the best roles, and the influence of AI on the staffing needs in legal.

The Difference Between Crisis Communications and Public Relations

Fri, 01 Sep 2023 07:00:00 -0400

I spoke with Nathan Miller, the CEO and Founder of Miller Ink, a full-service strategic and crisis communications firm in Los Angeles. We discussed the difference between crisis communications and public relations, how lawyers and legal teams can diffuse a potential crisis, and what law firms should consider when hiring and managing a communications team.

Three Legal Tech Founders Share Their Perspectives on Raising Money in the Current Environment

Fri, 25 Aug 2023 07:00:00 -0400

I spoke with Katherine Allen, the CEO of Flo Recruit, Ross Guberman, the CEO of LawCatch, the developer of BriefCatch, and Jim Wagner, the CEO of The Contract Network. We discussed raising money for legal technology startups in the current environment, the challenges of doing so, advice for other leaders, and the road ahead.

The Relationship Between Task Management and Contract Lifecycle Management

Wed, 23 Aug 2023 07:00:00 -0400

I spoke with Vishal Sunak, the founder and CEO of LinkSquares, an AI-powered contract lifecycle management and legal task management solution. We discussed how in-house legal teams are expanding their use of CLM applications, the launch of the LinkSquares Cloud, and how task management relates to contract lifecycle management.

Streamlining the Preservation and Collection of ESI from Microsoft Teams in E-Discovery

Wed, 16 Aug 2023 07:00:00 -0400

I spoke with Peter Callaghan, the Chief Revenue Officer at Pagefreezer, a technology company that provides compliance and litigation support technology. We discussed how enterprise collaboration platforms, such as MS Teams, affect the way lawyers and legal professionals approach collecting and preserving electronically stored information, and the balance between AI-driven automation and human talent in e-discovery.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep9

Mon, 14 Aug 2023 07:00:00 -0400

In this ninth episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ILTACON 2023, law firm leadership, litigation analytics, and practical AI.

Helping Legal Professionals Elevate Their Mental Health

Fri, 11 Aug 2023 07:00:00 -0400

I spoke with Sheila Robinson-Kiss, a therapist and mental health educator, who leads the Rebalancing America and Beyond Initiative, a consulting firm that focuses on mental health and wellness. We discussed best practices for lawyers, who want to maintain and elevate their mental health, mistakes leaders make in helping their team members manage the overwhelming aspects of their work, and how mental health and resilience are changing the workplace.

How Litigators Can Leverage Data to Gain a Competitive Advantage

Wed, 09 Aug 2023 07:00:00 -0400

I spoke with Jeff Jacobson, a litigation partner with Faegre Drinker Biddle & Reath in New York, and Nicole Clark, the Co-Founder and CEO of Trellis, a state trial court research and analytics platform, which recently introduced its Law Firm Intelligence tool to offer insights on business and competitive intelligence for law firms. We discussed how litigators can leverage data and analytics to gain a competitive advantage, new opportunities law firms can create with detailed intelligence, and the insights Law Firm Intelligence can provide to support legal teams in their decision-making.

Whether Emerging AI Technology Will Increase a Legal Department’s Productivity

Tue, 01 Aug 2023 07:00:00 -0400

I spoke with Jim O’Hare, the Vice President of CLM Services at LegalEase Solutions. We discussed how legal teams are using artificial intelligence with CLM, ways that ChatGPT is augmenting how companies are using AI, and whether emerging AI technology will increase a legal department’s productivity.

The Risks of Using AI in Legal

Fri, 28 Jul 2023 07:00:00 -0400

I spoke with Ignat Postny, the Executive Director at TAG Consulting, a boutique consulting firm specializing in corporate governance, asset protection, and M&A projects for high-net-worth individuals and business owners. We discussed the challenges that legal professionals face in deploying new technology, the impact of legal process automation, the process of developing software for the legal profession, and the risks of using AI in legal.

Leadership in E-Discovery

Wed, 26 Jul 2023 07:00:00 -0400

I spoke with Jamie Berry, the President of Evolver Legal Services, an e-discovery and litigation support services company. We discussed how legal teams are using AI in e-discovery, the shifting focus of legal education, and ways that e-discovery is evolving.

Redefining Legal Operations

Fri, 21 Jul 2023 07:00:00 -0400

I spoke with Connie Brenton and Jeff Franke, the founders of LegalOps.com, a membership community providing legal operations and other professionals with resources and events, including an inaugural conference in October. We discussed how the field of legal operations has changed, what attendees at the "Running Legal Like a Business" conference can expect, and the transformation of the role of the general counsel.

Streamlining the DSAR Process and Ensuring Compliance with Data Privacy Regulations

Thu, 20 Jul 2023 07:00:00 -0400

I spoke with Bill Piwonka, Chief Marketing Officer at Exterro, a provider of legal GRC software designed for in-house legal, privacy, and IT teams at Global 2000 and AmLaw 200 organizations. We discussed recent developments in privacy in the US and abroad, best practices to streamline the DSAR process, and techniques for ensuring compliance with data privacy regulations.

How the Private Markets Sector is Transforming its Use of Contract Automation Technology

Tue, 18 Jul 2023 07:00:00 -0400

I spoke with Troy Pospisil, the Founder and CEO of Ontra, a provider of contract automation and intelligence solutions for asset managers. We discussed how the growth in global transactions has impacted the way lawyers and other professionals in that sector manage the increased volume of contracts, the benefits of deploying artificial intelligence in this process, and how the private markets sector is transforming its use of contract automation technology.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 8

Fri, 14 Jul 2023 07:00:00 -0400

In this eighth episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the proposed National Institute for Legal Innovation and new research on Leadership, Growth, and Profitability in a Post-Pandemic Era.

Reinventing Digital Reading and Note-Taking

Tue, 11 Jul 2023 07:00:00 -0400

I spoke with Dr. Craig Tashman, the Founder & CEO of LiquidText, an active reading, note-taking, and document analysis platform. We discussed why lawyers still default to using paper documents, the areas of legal practice that can benefit most from a platform that allows for digital reading and note-taking, and how legal practice is evolving.

Changing the Way Startups Access Legal Services

Fri, 07 Jul 2023 07:00:00 -0400

I spoke with Stepan Khzrtian, the co-founder and CEO of Corpora, a dashboard that helps startups get legal tasks done, from formation to Series B. We discussed the legal issues that startup founders can address with technology, whether advanced tools will change the way lawyers deliver legal services for startups, and how artificial intelligence is driving change in corporate matters.

The Long-Term Effect of GPT and Large Language Models on Legal Services

Thu, 06 Jul 2023 07:00:00 -0400

I spoke with Jay Sarmaz, the Co-founder & CEO of Truve, a cloud-based data platform for law firms. We discussed how digital transformation has affected the way law firms leverage cloud technologies, ways that artificial intelligence and machine learning will shape the way law firms and legal departments operate, and the long-term impact of GPT and large language models on legal services.

When Rainmakers Should Consider Moving Law Firms

Thu, 29 Jun 2023 07:00:00 -0400

I spoke with Jennifer Gillman, the President of Gillman Strategic Group, a legal recruiting company focused solely on law firm partner placement. We discussed why law firm rainmakers need guidance on switching firms, why lawyer wellness has become such an important focal point for the profession, and advice for partners who want to become rainmakers.

The Effects of Harvey and Generative AI on the Legal Industry

Tue, 27 Jun 2023 07:00:00 -0400

I spoke with Daren Orzechowski, the global co-head of Allen & Overy's Technology practice and a partner in the Silicon Valley office focusing on M&A and technology transactions. We discussed the firm's deployment and usage of Harvey, its likely effects on the legal industry, and how lawyers should adapt their skills to be complementary to, rather than replaced by generative AI.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 7

Mon, 26 Jun 2023 07:00:00 -0400

In this seventh episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the Lexpo conference in Amsterdam, developments in legal technology in Europe, and the economic outlook for the legal profession.

New Report on Dynamic Leadership, Rapid Growth, and Increased Profitability in a Post-Pandemic Era

Fri, 23 Jun 2023 19:07:07 -0400

I spoke with Lydia Flocchini, the Chief Marketing Officer at SurePoint Technologies, Debbie Foster, the CEO at Affinity Consulting, and Laura Wenzel, the Global Director of Product Marketing at iManage. We discussed the new report that the three companies have just released - Dynamic Leadership, Rapid Growth, and Increased Profitability in a Post-Pandemic Era: Insights on Navigating Digital Transformation in the Modern Law Firm - based on interviews with 18 chief operating officers, 10 executive directors, one chief executive officer, and one chief administrative officer at midsize law firms.

Measuring the Success of an E-Discovery Project

Thu, 22 Jun 2023 07:00:00 -0400

I spoke with Vinny Liu, a project manager at Level Legal, a provider of e-discovery managed services. We discussed how to measure the success of an e-discovery project, best practices for managing an e-discovery project cost-effectively while maintaining quality and completeness, and the role of artificial intelligence in e-discovery.

Combining Human Talent and Technological Support in Business Development

Tue, 20 Jun 2023 07:00:00 -0400

I spoke with David Kamien, the Founder and CEO of Mind-Alliance Systems, a provider of MindPeer, a business development and customer intelligence software platform. We discussed how the increased availability of data has affected the way law firm leaders approach marketing and business development, who is responsible for client intelligence in a modern law firm, and balancing human talent and technological support in legal business development.

Ensuring Purpose-Built Outcomes in Legal Services

Fri, 16 Jun 2023 07:00:00 -0400

I spoke with Doug Kaminski, the Chief Strategy Officer for Purpose Legal, formerly Cobra Legal Solutions, an alternative legal services provider. We discussed the company's rebranding effort, best practices for ensuring a seamless transition in changing corporate identities, and how its new name aligns with industry trends.

Aligning Data Science and Practice of Law

Tue, 13 Jun 2023 07:00:00 -0400

I spoke with David Gaskey, the Founding Shareholder at Carlson, Gaskey & Olds in Birmingham, Michigan, and the Co-Founder with Vasu Mahavishnu, the Chief Technology Officer, at Altumatim, an e-discovery and investigations software platform. We discussed the process of developing AI technology in a rapidly changing market, the expectations that practitioners have for e-discovery technology, and why data science is become so closely connected to the practice of law.

Using Generative AI to Provide Greater Client Value

Fri, 09 Jun 2023 07:00:00 -0400

I spoke with Greg Coates and Kennan Samman, the VP for Generative AI and the Vice President for Global Product Sales, respectively, at Litera, a software company that provides document lifecycle, deal management, and firm intelligence solutions to the legal profession. We discussed how Litera is integrating AI into the company's portfolio of products, ways that AI helps lawyers provide more value to their clients, and the steps law firm leaders should take to prepare their firms for the increased usage of AI.

2023 CLOC Global Institute - Mixtape May 17, 2023

Thu, 08 Jun 2023 07:00:00 -0400

For this mixtape from Wednesday, May 17, 2023, at the 2023 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with Ed Sohn, SVP and Global Head of Capabilities at Factor, Jason Smith, Senior Principal for Strategy and Transformation at Conga, Jerry Levine, Chief Evangelist and General Counsel at ContractPodAi, Jerry Ting, Co-Founder and CEO at Evisort, Nathan Cemenska, Director of Legal Operations and Industry Insights at Wolters Kluwer ELM Solutions, Oscar Vega, EVP for Global Sales & Marketing at KLDiscovery, and Roger Pilc, President of Legal Solutions at Epiq.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 6

Wed, 07 Jun 2023 07:00:00 -0400

In this sixth episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ending Q2 on a high note, reallocating budgets, and evaluating emerging technology.

2023 CLOC Global Institute - Mixtape May 16, 2023

Tue, 06 Jun 2023 07:00:00 -0400

For this mixtape from Tuesday, May 16, 2023, on-site at the 2023 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with John Patzakis, the Executive Chairman and Chief Legal Officer at X1, Kris Satkunas, the Director of Strategic Consulting at LexisNexis CounselLink, Sean West, the Co-Founder of Hence Technologies, and Vishal Sunak, the Founder and CEO of LinkSquares.

How Legal Teams Are Deploying AI in Their Contract Management Processes

Thu, 01 Jun 2023 07:00:00 -0400

I spoke with Matt Patel, the co-founder and Chief Operating Officer of Malbek, a contract lifecycle management software platform. We discussed the advantages for law departments that use a CLM platform versus handling their contracts manually, how legal teams are deploying AI in their contract management processes, ways that legal is collaborating with procurement, and mistakes legal teams leveraging CLM should avoid.

Managing the Complexities of Data-Driven Legal Risks

Tue, 30 May 2023 07:00:00 -0400

I spoke with Andy Cosgrove, the Chief Strategy Officer at TCDI, a provider of e-discovery software and services. We discussed how legal teams distinguish between technology and services in a crowded marketplace, ways that innovation differs between legal teams in corporations, law firms, and legal tech service providers, and how to manage the complexities of data-driven legal risks.

How Law Firms Are Preparing for a Return to the Office

Fri, 26 May 2023 07:00:00 -0400

I spoke with Anthony Davies, the Chief Revenue Officer and a Senior Partner at Forrest Solutions, an onsite outsourcing, flexible staffing, and alternative legal services provider. We discussed how law firms are preparing for a return to the office, how they are creating an ideal workplace experience, and ways that the workplace is evolving.

The Expanding Influence of Legal Operations

Wed, 24 May 2023 07:00:00 -0400

I spoke with Marc Zamsky and Marla Crawford, the CEO and general counsel, respectively, for Cimplifi, an integrated legal services provider that aligns e-discovery and contract analytics for corporate legal departments and law firms. We discussed Cimplifi’s new market research report, The Expanding Influence of Legal Operations: An Inside Look at AI, CLM, and Law Department Transformation, the trends driving change in corporate law departments, how CLM and AI are affecting in-house strategic initiatives, and the trajectory of digital transformation in legal.

Balancing a Return to the Office Full-Time and Working in a Hybrid Manner

Fri, 19 May 2023 07:00:00 -0400

I spoke with Alaa Pasha, the CEO of Maptician, an end-to-end solution for hybrid operations with a focus on law firms. We discussed what firms that are finding success in a hybrid workplace are doing to thrive, mistakes law firms are making in managing their teams and training their employees, and balancing a return to the office full-time and working in a hybrid manner.

Promoting Innovation and Digital Transformation in Europe at Lexpo

Mon, 15 May 2023 07:00:00 -0400

I spoke with Rob Ameerun, the founder of the Lexpo conference, which is focused on promoting innovation and digital transformation throughout Europe. The 2023 edition will take place on June 12 and 13th in Amsterdam. We discussed how Lexpo differs from other conferences, this year's programs, and what the focus indicates about how the legal industry has changed.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 4

Fri, 12 May 2023 07:00:00 -0400

In this fifth episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and Legal Industry Analyst Ari Kaplan of Ari Kaplan Advisors, discuss various conferences, including the ALA and CLOC, use cases for generative AI, and aligning process with technology.

Where Legal Teams Can Gain the Most Value From Technology

Wed, 10 May 2023 07:00:00 -0400

I spoke with Nathan Cemenska, the Director of Legal Operations and Industry Insights at Wolters Kluwer ELM Solutions. We discussed the current state of the legal profession, how AI and automation are going to impact the profession, best practices for engaging in digital transformation, and where legal teams are gaining the most value from technology.

Using Happiness as a Super Power in Legal

Thu, 04 May 2023 07:00:00 -0400

I spoke with Jordana Confino, the founder of JC Coaching & Consulting, a company devoted to advancing the well-being of the legal profession. She is also the Assistant Dean and an Adjunct Professor at Fordham Law School. We discussed why well-being matters in the legal profession, the impact of positive lawyering, how technology is affecting well-being, and the importance of creating a positive workplace culture.

Understanding the Approach to E-Discovery in the APAC Region

Tue, 02 May 2023 07:00:00 -0400

I spoke with co-founders Yongmin Cho, CEO, and Angie Cho, regional director, for Intellectual Data, an e-discovery provider based in Seoul, Korea, supporting APAC-based conglomerates, among other global companies. We discussed the unique aspects of e-discovery in Asia, the most common e-discovery challenges that Korean companies specifically and Asian corporations in general face, and how artificial intelligence is affecting e-discovery.

The Connection Between Entity Management and Law Department Efficiency

Fri, 28 Apr 2023 07:00:00 -0400

I spoke with Steven Choi, the CEO of Traact Inc, a legal operations software company focused on automating entity management and compliance in corporate legal departments. We discussed the connection between entity management and law department efficiency, best practices for automating entity management, and how entity management is evolving.

Best Practices for Collecting Data from Mobile Devices

Wed, 26 Apr 2023 07:00:00 -0400

I spoke with Matt Rasmussen, the Founder & CEO of ModeOne Technologies, a cloud-based software framework that enables remote data collection from smartphones. We spoke about preserving data on mobile devices, how to avoid the most common mistakes associated with collecting data from smartphones, and best practices for collecting files from mobile devices.

The Importance of Developing Systems to Grow a Legal Practice

Thu, 20 Apr 2023 07:00:00 -0400

I spoke with Michael Chastaine, a criminal defense attorney, coach, radio host, and the author of five books including LegalEase: The Ultimate Guide on How to Survive a Law Practice. We discussed the challenges that solo practitioners and small firm leaders have with growing their practice in the current market, developing systems to grow a legal practice, the most common mistakes lawyers make in running their firms, and considerations for solo and small firm lawyers selling their practice.

The Importance of Being Customer-Centric

Tue, 18 Apr 2023 07:00:00 -0400

I spoke with Eric Thurston, the president and CEO of SurePoint Technologies, a provider of client management, practice management, and financial management software to law firms nationwide. We discussed the integration of SurePoint's various brands, including ContactEase and Coyote Analytics, strategies that law firms can learn from software companies about scaling and growing, and the importance of being customer-centric.

Special Episode Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, for Charting Change in Legal Ep 4

Fri, 14 Apr 2023 07:00:00 -0400

In this fourth episode of Charting Change in Legal, Caroline Hill, Editor-in-Chief and Publisher of Legal IT Insider, and I discuss practical artificial intelligence, work-life balance, and sparking conversations on change.

High-Efficiency AI and Contract Review

Wed, 12 Apr 2023 07:00:00 -0400

I spoke with Francisco Webber, the co-founder of Austrian AI company Cortical.io, which develops intelligent document processing solutions for unstructured text supported by natural language processing. We discussed high-efficiency artificial intelligence and why is it relevant for contract review, applications for contract intelligence, and the most common misconceptions about the use of AI.

How ChatGPT Could Impact the Way Lawyers Practice

Fri, 07 Apr 2023 07:00:00 -0400

I spoke with Bim Dave, the Executive Vice President of Helm360, a provider of legal technology products and services. We discussed how ChatGPT could impact the way lawyers practice, the risks associated with leveraging AI, best practices that law firms should use when selecting legal technology, and the non-technological barriers to technology adoption at law firms.

Legalweek Mixtape - Thursday, March 23, 2023

Tue, 04 Apr 2023 07:00:00 -0400

For this Legalweek mixtape from Thursday, March 23, 2023, I had the privilege of speaking with Brad Cope, Vice President of Marketing at Level Legal, Paul Giedraitis, Founder & CEO at Orgaimi, Arunn Ramadoss, Head of Marketing at Opus 2 International, and Mark Smolik, General Counsel at DHL Supply Chain Americas.

Legalweek Mixtape - Wednesday, March 22, 2023

Thu, 30 Mar 2023 07:00:00 -0400

For this Legalweek mixtape from Wednesday, March 22, 2023, I had the privilege of speaking with Ian Campbell, CMO of iCONECT, Jessica Robinson, VP of Operations at Casepoint, James Lasson, VP of Marketing at Casepoint, Jamie Berry, President of Evolver, Tim Pullan, CEO of ThoughtRiver, Raymond Blijd, Founder of Legalcomplex, and Matt Patel, COO of Malbek.

Managing Data Privacy Risk More Effectively

Mon, 27 Mar 2023 07:00:00 -0400

I spoke with Jerry McIver, the Director of Cyber Services and Data Privacy Officer for Trustpoint.One, an integrated legal solutions provider serving the AmLaw 400 and the Fortune 2000. We discussed how organizations can improve the way they manage their data privacy risk, the most common mistakes that organizations make in managing their data, records retention and data minimization best practices, and how data privacy and information governance in legal organizations are evolving.

Legalweek Mixtape - Tuesday, March 21, 2023

Fri, 24 Mar 2023 07:00:00 -0400

For this Legalweek mixtape from Tuesday, March 21, 2023, I had the privilege of speaking with Or Bar, CEO at apprentAI, Kelley Castell, CEO at ProfitSolv, Chris Gallagher, Chief Operating Officer at Trustpoint.One, Kelly Griswold, CEO at Onna, Subroto Mukerji, CEO of Integreon, Joy Heath Rush, CEO of the International Legal Technology Association, Joey Seeber, CEO at Level Legal, Irfan Shuttari, the Director of eDiscovery Strategy, Product Management at Veritas Technologies, and Ed Watts, CEO at InfoTrack US.

Legalweek Mixtape - Monday, March 20, 2023

Tue, 21 Mar 2023 07:00:00 -0400

For this Legalweek mixtape, I had the privilege of speaking with Josh Blandi of UniCourt, Wendy Cole of OpenText, Stephen Goldstein of Squire Patton Boggs, Colleen Haikes of Everlaw, Doug Kaminski of Cobra Legal Solutions, Andrea Miskolczi of Dentons, and Sasha Urry of iManage.

Balancing Human Talent and Technological Efficiency in E-Discovery

Mon, 20 Mar 2023 07:00:00 -0400

I spoke with Or Bar and Matan Yah Ben Zion, the CEO and CTO, respectively, of apprentAI, an e-discovery software platform for analyzing documents and generating actionable legal insights from them. We discussed the difference between AI and what legal teams refer to as AI, the balance between human talent and technological efficiency in e-discovery, and how the use of AI in e-discovery is evolving.

How the Use of AI Among Legal Professionals is Impacting Their Work-Life Balance

Thu, 16 Mar 2023 07:00:00 -0400

I spoke with Jerry Levine, the Chief Evangelist and General Counsel at ContractPodAi, a legal technology company focused on contract lifecycle management. We discussed how the use of technology, including AI, among legal professionals has impacted their work-life balance, why law schools should adapt their curricula to this shift in technology usage, and how legal departments are transforming their use of legal technology.

How Document Automation is Being Used Beyond Litigation

Tue, 14 Mar 2023 07:00:00 -0400

I spoke with Haydn Jones, the Director of Business Development at Benchly, a Texas-based software company specializing in litigation document automation. We discussed how document automation is being used beyond litigation, AI-driven changes to legal education and training, and ways that document drafting and review are evolving.

Integrating ELM and CLM to Empower Corporate Legal Teams

Fri, 10 Mar 2023 07:00:00 -0500

I spoke with Aaron Pierce, the Vice President of Product Management at CounselLink, an enterprise legal management solution for corporate legal departments. We discussed the most significant changes and challenges that general counsel and chief legal officers are facing, how the integration of ELM and CLM addresses those challenges, and where this sector is headed.

Business Process Outsourcing for Small Law Firms and Small Software Companies

Tue, 07 Mar 2023 07:00:00 -0500

I spoke with Chris Stock, the Founder and CEO of ShiftSixOS, a business process outsourcing company focused on supporting small law firms and small software companies. We discussed the distinctions between ShiftSixOS and other outsourcing services, the legal markets on which ShiftSixOS is focusing, and how business process outsourcing is evolving.

Understanding the Impact of CRM on Law Firm Success

Wed, 01 Mar 2023 07:00:00 -0500

I spoke with Neil Cameron, the lead analyst at Legal IT Insider, a leading legal technology website and the publisher of the Orange Rag newsletter, which has just released a new report focused on law firm CRM systems (download available here). We discussed the benefits that law firms are seeing in their deployment of CRM, the importance of measuring the ROI of a firm's business development initiatives, and how the use of CRM in law firms is evolving.

Business Development and Calculating the True Cost of a Legal Matter

Mon, 27 Feb 2023 07:00:00 -0500

I spoke with Sebastian Westerby, the CEO of Tort Experts, a vertically integrated legal case acquisition marketing company. We discussed how the traditional methods of business development for lawyers have changed, how lawyers should calculate the true cost of a case, and best practices for utilizing different technology platforms to promote a law firm.

How the Approach to Efficiency and Productivity is Evolving in an Uncertain Economy

Thu, 23 Feb 2023 07:00:00 -0500

I spoke with Derek Schutz, the Director of Product Management at Aderant, a global business management software provider for law firms, which recently launched Handshake ConnectX, an intranet portal for law firms that Aderant developed in partnership with Fireman & Company. We discussed the process of collaborating to jointly build new technology and how the approach to efficiency and productivity in law firms is evolving in an uncertain economy.

Midsize Law Firm Priorities and Trends

Thu, 16 Feb 2023 07:00:00 -0500

I spoke with Early Stephens, the CEO of Actionstep, a practice management software developer that serves law firms worldwide. The company just released a new survey of midsized law firms called The Midsize Law Firm Priorities Report, which is focused on the most prominent priorities and trends impacting legal teams today. We discussed why legal practice management software has become so important to running a modern law firm, the most significant trends highlighted in Actionstep's Midsize Law Firm Priorities Report, and how legal practice management is evolving.

Effectively Applying Technology to Different Areas of the Business of Law

Wed, 15 Feb 2023 07:00:00 -0500

I spoke with Daniel Steinberg, the Founder and CEO of lawbrokr, a pre-qualification platform that helps lawyers humanize the way clients interact with their law firm. We discussed the importance of workflows and templates in an efficiency-centric law firm, how to overcome resistance to applying technology to different areas of the business of law, and where legal professionals are focusing on technology in 2023.

Overcoming Resistance to Digital Transformation in E-Discovery

Fri, 10 Feb 2023 07:00:00 -0500

I spoke with Dave Ruel, the Head of Product at Hanzo, a developer of solutions for enterprise legal, governance, and compliance teams to manage their complex collaboration and web-based data. We discussed how the rise of collaboration apps and the onset of remote work have affected the way corporate legal operations and e-discovery professionals approach the preservation and collection of collaboration data for e-discovery and investigations, how can legal teams leverage technology to optimize their productivity, and best practices for overcoming resistance to digital transformation in e-discovery.

The Power of an Innovation Roadmap in Modern E-Discovery

Tue, 07 Feb 2023 07:00:00 -0500

I spoke with Sarai Schubert, the Chief Operations Officer of IPRO, an e-discovery software company. We discussed when and how to use an innovation roadmap, the value of an upstream approach and philosophy to technology development, and the impact of in-place search on complex litigation.

Selling Technology to Law Firms and In-House Legal Teams

Fri, 03 Feb 2023 07:00:00 -0500

I spoke with Jon Bartman, the Co-Founder and Head of Jameson Legal Tech, a legal tech consortium and recruiting company focused on legal technology. We discussed best practices for selling technology to law firms and in-house legal teams, the challenges of matching talented professionals and technology with companies that can gain the most value from that combination, and the types of skills that legal technology companies are looking to add to their talent stack.

Leveraging Technology to Accelerate the Delivery of Legal Services

Thu, 02 Feb 2023 07:00:00 -0500

I spoke with Valentin Feklistov and Alexander Bitskov, the CEO and COO, respectively, of Legid, a platform that facilitates access to legal advice online. We discussed the genesis of Legid, the most common questions consumers ask lawyers in the Legid network, and how the platform is impacting the availability and delivery of legal services.

The Link Between CRM and Law Firm Success

Thu, 26 Jan 2023 07:00:00 -0500

I spoke with Chris Fritsch, a CRM Success Consultant and the Founder of CLIENTSFirst Consulting, a CRM and Data Quality Success consulting firm. We discussed why CRM is important for a law firm's success, how the evolution of CRM and marketing technology has affected the way law firms network and develop business, CRM options for smaller to midsize firms, and upcoming advancements in CRM.

Incorporating Entrepreneurship and a Passion for Innovation Into Your Practice and Career

Tue, 24 Jan 2023 07:00:00 -0500

I spoke with Brian Potts, a partner with Perkins Coie in Madison, Wisconsin, and Washington, DC, and the author of The Jobless Lawyer's Handbook: How to Get Hired as a Lawyer (Holon Publishing / Collective Press, December 17, 2021). We discussed ways to align one's legal practice with entrepreneurship and a passion for innovation, the Legal Influencer Marketing Agency, career advice for law students and junior lawyers, and ways that the legal profession will continue to evolve.

Managing Data, Influencing Legal Technology Adoption, and Studying the Future Professional Services

Fri, 20 Jan 2023 07:00:00 -0500

I spoke with Zach Warren, the Manager of Enterprise Content for Technology and Innovation with the Thomson Reuters Institute, which produces research and perspectives on the future of professional services. We discussed how leading enterprises are managing their data, ways to overcome the barriers to greater technology adoption, and where legal tech is headed in 2023.

Tracking and Empowering Diversity and Inclusion Initiatives in the Legal Profession

Tue, 17 Jan 2023 07:00:00 -0500

I spoke with Caren Ulrich Stacy, the founder and CEO of Diversity Lab, a think tank that uses metrics, behavioral science, and design thinking to produce initiatives that cultivate diversity and inclusion in legal organizations. We discussed how Diversity Lab's programs, such as the Mansfield Rule, have evolved to adapt to changes in legal, how law firms and other legal teams engage with Diversity Lab, the challenges associated with starting new initiatives, and empowering diversity and inclusion in the legal profession.

Balancing the Rising Costs and Risks in E-Discovery

Fri, 13 Jan 2023 07:00:00 -0500

I spoke with Nick Robinson, the Product Manager for the Microsoft Purview eDiscovery team, which is responsible for this solution offered within the Microsoft 365 suite. We discussed how legal teams are leveraging Microsoft Purview for eDiscovery, ways that the advancement of digital transformation and the move to hybrid work have affected how legal professionals approach e-discovery, and the evolution of e-discovery in the cloud.

Operating and Growing a Legal Tech Startup in Ukraine

Wed, 11 Jan 2023 07:00:00 -0500

I spoke with Inna Ptitsyna, the Product Communications Manager at Lawrina, which is an online legal ecosystem with Ukrainian roots. We discussed key strategies for operating and growing a legal tech startup with key staff in the capital of Ukraine, how Lawrina helps consumers, ways that communication between lawyers and their clients has changed, and how legal templates, automation, and AI are impacting the legal industry.

Distinguishing E-Discovery Services in a Competitive Market

Mon, 09 Jan 2023 07:00:00 -0500

I spoke with Kim Taylor, the CEO of Innovative Driven, a provider of e-discovery services. We discussed how Innovative Driven distinguishes its approach to supporting e-discovery, the evolution of litigation support challenges over the past few years, and the technology trends that are driving change in e-discovery.

Technology Trends Driving Change in Small and Midsize Law Firms

Fri, 06 Jan 2023 07:00:00 -0500

I spoke with David Bensinger, the founder and CEO of Bensinger Technology, a consulting and managed services provider for small and midsize law firms and other professional services organizations, predominantly in the New York area. We discussed the technology trends that are driving change in small and mid-size law firms, how the movement toward cloud-based solutions is affecting the way law firms are managing their IT infrastructure, and where small and mid-size law firms will get the most value from technology in 2023.

The Value of Investing in Practice Management and CRM Software

Tue, 27 Dec 2022 07:00:00 -0500

I spoke with Matt Spiegel, the founder and CEO of Lawmatics, a CRM platform designed to automate client intake and marketing. We discussed how law firms can leverage technology more effectively to enhance the client experience, key marketing and client intake initiatives, and the value of investing in practice management and CRM software.

Legal Services and Legal Technology CEOs Reflect on 2022 and Offer Perspectives for 2023

Thu, 22 Dec 2022 07:00:00 -0500

For the 2022 Ari Kaplan Advisors CEO Roundtable, I was fortunate to discuss market trends, business challenges, and potential solutions as we approach a new year with: Haresh Bhungalia, CEO, Casepoint Dean Brown, CEO, IPRO Kelley Castell, CEO, ProfitSolv Dana Denis-Smith, CEO, Obelisk Support Eric Friedrichsen, CEO, Emburse Mark Hawn, CEO, Trustpoint.One Soumya Nettimi, CEO, Paradigm Joey Seeber, CEO, Level Legal Jerry Ting, CEO, Evisort Mark Williams, CEO, Magna Legal Services

The Importance of a Partner Ecosystem for Legal Tech Growth

Tue, 20 Dec 2022 13:00:00 -0500

I spoke with Brian Kenneally, CEO, and Peter Zver, Head of Revenue and Operations in North America, respectively for Bundledocs, a software tool for combining multiple types of documents into a single fully-indexed, paginated, and bookmarked PDF. We discussed the expansion of Bundledocs, PDF-as-a-Service, best practices for introducing new products to existing clients, and the importance of a partner ecosystem.

Adapting to How Lawyers and Legal Professionals Approach Discovery

Fri, 16 Dec 2022 07:00:00 -0500

I spoke with Parkash Khatri, the Founder and CEO of Intrepid Managed Discovery, a provider of e-discovery, managed review, and deposition services. We discussed how the pandemic and industry consolidation has affected the way lawyers and legal professionals approach discovery, what distinguishes its approach, and how the e-discovery market will evolve in 2023.

CLM, ELM, and Key Trends to Track in 2023

Mon, 12 Dec 2022 07:00:00 -0500

I spoke with Olga Mack, the VP and CEO of Parley Pro at LexisNexis, an end-to-end contract lifecycle management platform. We discussed how Parley Pro's focus has evolved since its acquisition by LexisNexis, how Parley Pro's strategy aligns with LexisNexis's Connected World strategy, the benefits of combining Parley Pro’s Contract Lifecycle Management solution with CounselLink’s Enterprise Legal Management solution, and key contracts-related trends to track in 2023.

How Legal Teams are Expanding Their Use of E-Discovery Tools for Broader Enterprise Use

Fri, 09 Dec 2022 07:00:00 -0500

I spoke with Cristin Traylor, the Director of Law Firm Strategy Marketing at Relativity, a leading e-discovery review platform. We discussed her career change, how Relativity Fest 2022 adapted its programming to the evolving needs of law firms, ways that law firms are transforming their approach to technology, and how legal teams are expanding their use of e-discovery tools for broader enterprise use.

Custom Development in E-Discovery

Wed, 07 Dec 2022 07:00:00 -0500

I spoke with Juan Ramirez, the founder and CEO of NSerio, a company that develops customized software applications for electronic discovery. We discussed the need for custom applications in e-discovery, the NSerio development process, and how custom development is evolving.

Aligning Expense Management and Law Firm Growth

Mon, 05 Dec 2022 07:00:00 -0500

I spoke with Eric Friedrichsen, the CEO of Emburse, a provider of spend management software to law firms of all sizes. We discussed how the pandemic changed the way law firms and their finance teams manage spending and expenses, strategies that small-to-mid-sized law firms can use to optimize their spending on technology, and best practices for using expense management to contribute to a law firm’s growth.

The Benefits of a Digital Mailroom

Fri, 02 Dec 2022 07:00:00 -0500

I spoke with Steve Irons and Joe Scott, the President and Senior Director of Client Engagement, respectively, for DocSolid, maker of the Airmail2 Digital Mailroom and Digital Records Room solutions. We discussed how Airmail2 supports remote and hybrid workplace preferences, why the proper management of scanned material directly impacts a law firm’s security protocols, and the benefits of digital mailrooms.

The Digitization of Court Reporting

Mon, 28 Nov 2022 07:00:00 -0500

I spoke with David Greenblatt, a Senior Account Executive at Rev, a provider of transcription services. We discussed the value of automated speech recognition in capturing the record in a deposition or court proceeding and where the digitization of court reporting is headed.

Transforming Contracts with Natural Language Processing

Tue, 22 Nov 2022 17:01:00 -0500

I spoke with Horace Wu, the Founder and CEO of Syntheia, a contract data search and analytics company. We discussed how improvements in natural language processing technologies have affected the way lawyers work with contracts and how that process will continue to evolve.

Automating Patent Drafting

Mon, 21 Nov 2022 17:01:00 -0500

I spoke with Jack Xu, the CEO of PatentPal, a software platform that automates patent drafting. We discussed the elements of the patent prosecution process that are easily improved with technology and how PatentPal interfaces with the US Patent and Trademark Office.

Changes, Challenges, and Choices in Managing Modern Mobile Collections

Fri, 18 Nov 2022 17:04:00 -0500

I spoke with Monica Harris, a product business manager for Cellebrite, a digital intelligence software company that provides tools to collect, review, analyze and manage digital data for law enforcement agencies, enterprises, and providers of services. We discussed its new report, Changes, Challenges, and Choices in Managing Modern Mobile Collections: Harnessing New Technology to Enhance E-Discovery, and new developments in remote mobile collections that law department leaders should be prepared to address in 2023.

ELTACON 2022 and the Expansion of Legal Tech in Europe

Mon, 14 Nov 2022 17:07:00 -0500

I spoke with Holger Zscheyge and Zohar Fisher. Zohar is the founder of Tech&Law in Israel, which is the legal tech department at his consulting firm, Robus, and Holger is the managing director of Infotropic Media, a publisher and provider of information services located in Moscow, and also serves as the president of the European Legal Tech Association, a consortium of law firms, legal technology companies, and individuals focused on driving the growth of legal tech in Europe, which is hosting its annual ELTA conference in Tel-Aviv on November 29th, for which Zohar is the Israeli ambassador. We discussed the conference, what attendees can expect, and how legal technology in Europe is evolving.

E-Discovery Unfiltered Special: 2022 Trends Impacting the Industry in 2023

Fri, 11 Nov 2022 09:04:00 -0500

I spoke with Marc Zamsky, the CEO of Cimplifi, about the 2022 E-Discovery Unfiltered report and expectations for e-discovery in 2023.

Balancing Human Talent and Technological Efficiency in the Practice of Law

Wed, 09 Nov 2022 09:17:00 -0500

I spoke with Matt Goldberg, the founder and CEO of Slatewell, a software platform for trusts and estates professionals. We discussed how the pandemic has impacted the way lawyers approach trusts and estates, and how to balance human talent and technological efficiency in the practice of law.

The Future of Legal Payments

Mon, 07 Nov 2022 09:20:00 -0500

I spoke with Erika Segal, the brand manager for LawPay, a legal payments platform. We discussed how payment options for legal services have evolved, whether legal professionals should consider offering a Buy Now, Pay Later option to their clients, and where the development of new payment options is headed.

Reimagining Lateral Recruiting

Fri, 04 Nov 2022 09:25:00 -0400

I spoke with Albert Tawil, the founder & CEO of Lateral Hub, an online job platform that allows attorneys to browse and apply for job openings at top-tier law firms, and for law firms to review and hire candidates directly. We discussed trends in the legal recruiting market and advice for potential lateral candidates.

Addressing Transaction Management Challenges in Legal

Wed, 02 Nov 2022 09:28:00 -0400

I spoke with Daniel Porus. the Chief Commercial Officer at Legatics, a legal transaction management platform. We discussed the key transaction management challenges that legal teams are addressing, what legal professionals can do to accelerate change, and how legal transaction management is evolving.

Using Legal Analytics to Gain a Competitive Advantage

Fri, 28 Oct 2022 09:31:00 -0400

I spoke with Aria Nejad, in-house counsel with Lex Machina, a legal analytics company. We discussed how legal analytics can provide attorneys with a competitive advantage, ways that law firms can use legal analytics to enhance their services, and how APIs are driving value and data integration in legal.

E-Discovery for the Rest of Us

Wed, 26 Oct 2022 09:36:00 -0400

I spoke with Tom O’Connor, a consultant, speaker, and writer focused on innovative litigation support systems. He is a member of the global advisory board for the Association of Certified E-Discovery Specialists and the author of Ediscovery for the Rest of Us. We discussed the most common e-discovery mistakes and how the pandemic impacted e-discovery.

Digital Transformation in Europe

Mon, 24 Oct 2022 09:39:00 -0400

I spoke with Freddie Hustler, the Head of International Sales at Litera, a software company that provides document lifecycle, deal management, and firm intelligence solutions to the legal profession. We discussed Litera’s sponsorship of the keynote at the Legal Management Forum in Madrid, what is driving the focus on innovation and law firm transformation in Europe, the common challenges that law firms in the US and the EU share, how global law firms are aligning the way their teams around the world leverage technology, and best practices for global teams to collaborate and drive change.

Advice on Becoming a Successful In-House Lawyer

Wed, 19 Oct 2022 09:42:00 -0400

I spoke with Peter Carayiannis, a partner with EY Law and the author of Corporate Counsel: Expert Advice on Becoming a Successful In-House Lawyer. We discussed the challenges that new law department leaders face, the qualities that make a general counsel successful, and how in-house legal departments are evolving.

E-Discovery for the Rest of Us

Mon, 17 Oct 2022 09:44:00 -0400

The Impact of Integrated Legal Services

Wed, 12 Oct 2022 09:46:00 -0400

I spoke with Varun Mehta, the CEO of Factor, a provider of complex legal work at scale. We discussed how integrated law differs from traditional alternative legal services, the companies or industries to which an integrated law approach is best suited, and how to align software and services to accommodate client needs.

Transforming Legal Document Automation

Mon, 10 Oct 2022 09:47:00 -0400

I spoke with Sean Greaney, the general counsel of HyperDraft, a legal document automation platform. We discussed how advancements in document automation have affected the overall development of legal technology and career advice in making the transition from law firm partner to startup general counsel.

Recognizing the Value of Performance Management in CLM Software

Fri, 07 Oct 2022 18:01:00 -0400

I spoke with Hiro Notaney, the chief marketing officer, at Sirion Labs, a contract management software platform. We discussed the advantages of leveraging contract management software, how the growth in this sector reflect changes in how law firms and law departments manage their agreements, and where contract management is headed.

Legal Recruiting Trends Affecting the Lateral Market for Talent

Tue, 04 Oct 2022 18:02:00 -0400

I spoke with Jodie Zerega, the founder of Zerega Consulting, a recruiting firm that has placed attorneys in law firms, corporations, and non-profit organizations, and the developer of the Attorney Jobs app. We discussed current trends in legal recruiting, tips for attorneys searching for a lateral opportunity, and the direction of legal hiring.

Leveraging Technology to Manage Outside Counsel

Wed, 28 Sep 2022 18:02:00 -0400

I spoke with Sean West, the co-founder of Hence Technologies, an external counsel management platform. We discussed the most significant risks that corporate legal departments are facing in 2022, where corporate legal teams are driving change, and how corporate legal teams integrate data analytics into their technology portfolios.

Leveraging Technology to Transform Legal Writing

Mon, 26 Sep 2022 18:02:00 -0400

I spoke with Ross Guberman, the founder of Legal Writing Pro and the developer of BriefCatch, a legal editing software tool. We discussed how BriefCatch reflects the broad application of technology in the legal profession, whether the way legal professionals draft content has changed, and how legal drafting is evolving.

Leading Through Growth

Fri, 23 Sep 2022 18:05:00 -0400

I spoke with Simon Taylor, the CEO of HYCU, a multi-cloud backup and recovery SaaS business. We discussed best practices for leading through a growth phase, proven techniques for managing teams working on remote and hybrid schedules, and how the backup and data recovery sector is evolving.

Empowering Estate Administration

Fri, 16 Sep 2022 18:06:00 -0400

I spoke with Leah Del Percio, the co-founder and CEO of Trustate, an estate administration platform. We discussed the genesis of Trustate, how it helps lawyers and law firms with their probate and estate administration practices, adapting the skills of a lawyer to the role of CEO of a legal tech company, and the opportunities for growth in legal technology.

Driving Change With Dispute Resolution Platforms

Wed, 14 Sep 2022 18:07:00 -0400

I spoke with Laura Keily, the founder and CEO of Immediation, a dispute resolution platform. We discussed how the use of video collaboration tools has changed over the past few years, the advantages and disadvantages of remote advocacy, transitioning from practicing law to becoming a legal tech founder, and where video collaboration and dispute resolution platforms are headed.

ILTACON22 Mixtape: What Challenges Are You Seeing Law Firms Trying to Overcome in this Environment?

Fri, 09 Sep 2022 18:11:00 -0400

During the 2022 International Legal Technology Association conference, I spoke with Athena Strasel of Casepoint, Daniel Porus of Legatics, Horace Wu of Syntheia, Jeff Pfeifer of LexisNexis, and Mark Davey of Ricoh USA about the technology-related challenges that law firms are facing in the current environment.

ILTACON22 Mixtape: How Have You Seen Interest in Legal Tech Change?

Thu, 08 Sep 2022 18:14:00 -0400

At the 2022 International Legal Technology Association conference, I interviewed James Lasson of Casepoint, Bob Beach of Peppermint, Peter Zver of Bundledocs, Dan Hauck of NetDocuments, Jack Stanovsek of Neota Logic, and Nick Schils of TIQ about how interest in legal technology has changed over the past few years.

ILTACON22 Mixtape: Where Do You See Opportunities in the Current Market?

Wed, 07 Sep 2022 18:13:00 -0400

During the 2022 International Legal Technology Association conference, I spoke with Michael Grupp of BRYTER, Rick Weber of Arbor Ridge Partners, Ross Guberman of BriefCatch, and Julian Uebergang of Neota Logic about opportunities in the current market.

ILTACON22 Mixtape: What Are You Looking Forward to at ILTACON?

Tue, 06 Sep 2022 18:18:00 -0400

I spent two days at the 2022 International Legal Technology Association conference interviewing leaders about key trends and developments that are impacting the profession. Thanks to David Carns of Casepoint, Brian Kenneally of Bundledocs, Josh Baxter of NetDocuments, Kalina Leopold of Lupl, Olga Mack of Parley Pro, a LexisNexis company, Steve Irons of DocSolid, Tom Dreyfus of Josef, Tori Kim of eBrevia, and Zach Warren of Thomson Reuters Institute for sharing their perspectives on the road ahead for legal tech.

2022 Summer Vacation Special: Enjoying Moroccan Cuisine

Thu, 01 Sep 2022 18:18:00 -0400

I spoke with Hasna Al Falali, the Cooking School Manager at La Maison Arabe Riad Hotel in Marrakech, Morocco, about traditional Moroccan cuisine, its distinctive flavors, and the art of preparing it.

2022 Summer Vacation Special: Experiencing Morocco

Tue, 30 Aug 2022 18:18:00 -0400

I spoke with Yavor Gradinarov, the Sales Manager at the Hotel Sahrai in Fez, Morocco about the return of leisure travel, ideas for exploring the city of Fez, and the key elements of client service.

Law Firm Leadership and the Lemonade Conference

Fri, 26 Aug 2022 18:26:00 -0400

I spoke with Debbie Foster, the managing partner of Affinity Consulting, a company focused on optimizing law firm performance. We discussed why efficiency, productivity, and profitability have become a focal point for leaders in legal, the technology applications that have the greatest impact on a law firm’s success, and the Lemonade virtual conference.

Reinventing Contract Management Software

Tue, 23 Aug 2022 18:25:00 -0400

I spoke with Vishal Sunak, the co-founder and CEO of LinkSquares, the developer of an AI-powered contracting platform for legal teams. We discussed how LinkSquares distinguishes its approach in the contract software market, how the company is deploying its $100M Series C round of funding, and the ways that it attracts and retains top talent in today’s climate.

The ILTA 2022 Technology Survey and How Law Firm Technology is Evolving

Fri, 19 Aug 2022 18:25:00 -0400

I spoke with Todd Corham, the Chief Information Officer at Saul Ewing and a member of the International Legal Technology Association‘s survey committee. We discussed the results of ILTA’s 2022 Technology Survey, how law firm leaders can incorporate the findings to make improvements, and how law firm technology is evolving.

Understanding the Value of Client Intelligence

Mon, 15 Aug 2022 18:31:00 -0400

I spoke with Paul Giedraitis, a principal at Axiom Consulting Partners, and the founder and president of Orgaimi, a client intelligence platform for law and accounting firms. We discussed how law firms are leveraging client intelligence, the sources of data that are most valuable for law firms and legal professionals, how Orgaimi uses artificial intelligence and machine learning, and ways that law firms can begin to harness the power of their data.

Best Practices for Safeguarding Client Data

Thu, 11 Aug 2022 18:31:00 -0400

I spoke with Tom Lambotte, the founder and CEO of two companies, GlobalMac IT, a managed services provider focused on supporting lawyers nationwide who use Apple products, and BobaGuard, a suite of turnkey cybersecurity solutions built for solo practitioners and small law firms. We discussed the most common IT challenges that solo and small law firms in the legal community face, best practices for safeguarding client data, and risks to which solo and small law firms are vulnerable.

The Shifting Legal Technology Landscape Impacting Leadership in Corporate Legal

Tue, 09 Aug 2022 18:31:00 -0400

I spoke with Peter Krakaur, the Global Law Innovation & Technology Leader for Ernst & Young. We discussed how corporate legal teams are moving beyond a focus on legal technology and more towards enterprise applications, the personnel and process changes impacted by enterprise technology, and the change management challenges, or opportunities, in evolving corporate legal departments.

The Connection Between Contract AI and Contract Lifecycle Management

Thu, 04 Aug 2022 18:34:00 -0400

I spoke with Jamie Wodetzki, the chief product officer at Catylex, a developer of contract AI applications. We discussed contract AI, the connection between contract AI and contract lifecycle management, the most common challenges legal teams face in organizing their data to optimize their use of CLM, the tipping point for true AI adoption in the legal profession, and the skills necessary for legal professionals to thrive in a more tech-enabled environment.

Aligning Wellness and E-Discovery

Mon, 25 Jul 2022 18:34:00 -0400

I spoke with Amy Sellars, Senior Legal Counsel for eDiscovery and Operations at CBRE, and one of the founders, along with Christine Payne, Stacy Sampeck, Kevin Brady, Logan Cornett, Chad Riley, and Mary Kostick, of the Mind-Budget Connection™ which is a new organization that is studying the mental health of e-discovery professionals. We discussed the mission of the organization, how the pandemic has impacted the work of those focused on e-discovery, best practices for managing a litigation support workload, and the importance of well-being in this sector.

How Legal Teams are Approaching Self-Service E-Discovery

Thu, 21 Jul 2022 18:34:00 -0400

I spoke with Dr. Gavin Manes, the founder and CEO of Avansic, a provider of e-discovery and digital forensics services, about the primary activities and technologies incorporated into e-discovery projects, where are litigants facing the most challenging e-discovery issues, how legal teams are approaching self-service e-discovery, and the role of forensics in modern discovery.

Converting Contracts Into APIs

Tue, 19 Jul 2022 18:39:00 -0400

I spoke with Jake Stein, the co-founder and CEO of Common Paper. a structured contract platform. We discussed contract lifecycle management, the process of converting contracts into APIs, the benefits of using standard contracts, and emerging standard agreements, and the release of its data processing agreement and service level agreement.

Best Practices for Assessing the Risks Related to Unstructured Data

Thu, 14 Jul 2022 18:39:00 -0400

I spoke with Peter Baumann, the founder and CEO of ActiveNav, a data privacy and governance software provider that serves various sectors, including legal. We discussed how unstructured data impacts legal organizations, the challenges of managing unstructured data, best practices for assessing the risks related to unstructured data, and how this issue is evolving.

Best Practices for Reconnecting with Contacts

Fri, 08 Jul 2022 18:39:00 -0400

I spoke with Jason Levin, an executive career, business development, and outplacement coach with Ready, Set, Launch, LLC, and the author of Relationships to Infinity: The Art and Science of Keeping in Touch. We discussed how legal professionals can improve their networking, the value of dormant ties, best practices for reconnecting with contacts, and how trust and friendship relate to connecting and reconnecting.

The Practice Management Challenges and Opportunities Associated with Hybrid Work

Wed, 29 Jun 2022 18:46:00 -0400

I spoke with Bill Bice, the CEO of nQ Zebraworks, the developer of the Queues workflow engine, which law firms around the world have deployed. We discussed how the pandemic impacted how law firms approach their workflows, the challenges and opportunities associated with hybrid operations, and what legal technology companies can do to facilitate the broader adoption of their products.

Recognizing the Value of Revenue Operations

Mon, 27 Jun 2022 18:46:00 -0400

I spoke with Phil Thurner, the founder and CEO of Nexl, the Revenue Operations Cloud platform built to support the business development initiatives within law firms. We discussed the current state of business development within law firms, the challenges that law firms have in converting relationships into revenue, and the value of Revenue Operations.

The Power of Salesforce in Legal

Thu, 23 Jun 2022 18:45:00 -0400

I am speaking today with Ari Treuhaft, the chief operating officer for Litify, a legal operating system for professionals in law firms and corporate legal departments. We discussed how law firms use and can use Salesforce, common hurdles to legal tech adoption, ways that Litify empowers collaboration between in-house legal teams and their outside counsel, and how technology companies in a competitive market can distinguish themselves.

Applying Business Principles and Legal Tech to Providing Humanitarian Aid to Ukraine

Tue, 21 Jun 2022 18:50:00 -0400

I spoke with Jeroen Plink, the COO of the LegalTech Hub, and Jeroen Ketting, the founder and CEO of the Lighthouse Group, a provider of management and trade support to Western companies doing business in Russia and Ukraine. We discussed how a legal tech background can empower humanitarian work worldwide, best practices for adapting business knowledge and logistics expertise to support the community, and how the legal tech community can support the Lifeline Ukraine initiative.

Empowering Technology Talent

Thu, 16 Jun 2022 18:50:00 -0400

I spoke with Linc Kroeger, the President of Knight Moves, a company that offers training in technology disciplines, with a focus on empowering Native American, rural, and urban underserved communities. We discussed how Knight Moves empowers technology talent, the Potential Quotient, and the trajectory of technology education.

How Legal Professionals Are Implementing Document Automation

Tue, 14 Jun 2022 07:00:00 -0400

I spoke with Dorna Moini, the co-founder and CEO of Documate, a no-code platform for building document automation and client-facing web applications for legal professionals. We discussed how legal professionals are implementing document automation, the challenges associated with using no-code technology, and the impact of document automation on access to justice.

Addressing the Challenges of Deploying and Implementing Legal Technology

Thu, 09 Jun 2022 19:12:00 -0400

I spoke with Priyadarshini Shetty, the founder of Elliot, a legal technology consultancy, which helps law firms and corporate legal departments analyze their existing systems, processes, and services to identify opportunities for improvement. She also publishes a legal tech content portal called Walchet.com. We discussed the legal tech sector in India, the most prominent challenges that legal teams have with deploying and implementing legal technology, and where legal technology in India is headed.

The Value of E-Discovery Education

Fri, 03 Jun 2022 19:15:00 -0400

I spoke with Ari Mandel, the vice president of discovery services for Gulfstream Legal, a provider of eDiscovery, records retrieval, and court reporting services. We discussed why legal professionals should seek out e-discovery education, the value that legal professionals receive by looking to eDiscovery vendors for new programs, and the skills that legal professionals should develop to give themselves a competitive advantage in the current market.

Cryptocurrency, Flexible Pricing, and the Evolution of Payment Options for Legal Services

Wed, 01 Jun 2022 19:16:00 -0400

I spoke with Kevin Gallagher, the general manager of payments at AbacusNext, a software provider for legal and accounting professionals. We discussed the benefits of using a law firm’s practice management platform to accept payments, how firms can control the costs associated with payment processing, ways that legal professionals are adapting to flexible pricing models beyond the billable hour, and how payment for legal services is evolving.

The Secret to Standing Out Online

Thu, 26 May 2022 19:20:00 -0400

I spoke with Marsha Redmon, the founder of Marsha Redmon Communications, which helps lawyers and other professionals build their virtual presence and use thought leadership more effectively. We discussed the secret to standing out online, ways to develop a strong virtual presence, how to connect with audiences virtually, and the worst mistake lawyers and other professionals make when they are presenting online or in person.

Driving Law Department Transformation Through Legal Operations

Thu, 19 May 2022 19:19:00 -0400

I spoke with Mike Haven, the Head of Legal Operations at Intel and the President of the Corporate Legal Operations Consortium. We discussed how the legal operations sector has evolved over the past decade, where legal operations leaders see opportunities in the current market, the success of the 2022 CLOC Global Institute, and where the legal operations sector is headed.

Leveraging Technology to Systematize Your Operations

Tue, 17 May 2022 19:19:00 -0400

I spoke with Owen McGab Enaohwo, the co-founder and CEO of SweetProcess, a software platform designed to systematize an organization’s business operations. We discussed how professionals can leverage technology to systematize their tasks, best practices for documenting procedures, the challenges associated with that effort, and the results an organization can expect once it streamlines its processes.

How Organizations Should Define Wellness

Fri, 13 May 2022 19:27:00 -0400

I spoke with John Robertson, the founder of Fortlog Services, a training company that focuses on helping organizations manage transitions: workplace change and upheaval, conflict, and stress, among other areas. We discussed how organizations should define wellness, ways they can optimize it, and best practices for addressing and resolving conflicts in the workplace.

The Trajectory of Justice Tech

Fri, 06 May 2022 19:27:00 -0400

I spoke with Maya Markovich, the justice tech executive in residence at Village Capital, and the executive director of the Justice Technology Association. We discussed the mission of the Justice Technology Association, the problems that justice tech aims to address, how her experience with NextLaw Labs has helped to shape her approach, and where justice tech is headed.

Addressing Key Information Governance Challenges

Thu, 05 May 2022 08:56:00 -0400

I spoke with Craig Carpenter and Dean Gonsowski, the CEO and CRO, respectively for Gimmal, a provider of software and services to streamline the discovery, migration, governance, and compliance of information. We discussed the genesis of Gimmal, the biggest information governance challenges that legal teams need to address, how companies should revise their records retention and document management plans, and the impact that technology is having on the way organizations approach their e-discovery matters.

Applying Search Technology to Legal Matters and Beyond

Fri, 29 Apr 2022 19:27:00 -0400

I spoke with John Tredennick, the founder and CEO of Merlin Search Technologies, a developer of cloud-based search applications. We discussed the genesis of Merlin Search Technologies, how his experience as a large law firm partner and CEO of Catalyst has helped shape Merlin’s mission, the matters for which search technology is best suited, how legal technology is evolving beyond legal, and advice for legal tech entrepreneurs.

The Rise of Hospitality and Hoteling in Law Firms

Fri, 22 Apr 2022 19:32:00 -0400

I spoke with Anthony Davies, the Chief Revenue Officer for Forrest Solutions, an onsite outsourcing, flexible staffing, and alternative legal services provider. We discussed how the move to a hybrid work model has impacted attorney retention, recruitment, and collaboration, the “rise of hospitality” in law firms, and the changing expectations of working in an office.

Spring Break Special – Making the Most of Miami Beach at the Fontainebleau

Thu, 21 Apr 2022 19:32:00 -0400

I spoke with Josh Herman, the vice president for marketing and public relations at the Fontainebleau Miami Beach. We discussed what makes the hotel unique, how it shifted its focus during the pandemic, the best time to visit, and what business lessons leaders can learn from how the Fontainebleau Miami Beach has maintained its appeal over many years.

The Masters Conference and Honing Your Skills in a Post-Pandemic Legal Market

Fri, 15 Apr 2022 19:32:00 -0400

I spoke with members of the board of directors for The Masters Conference, including Rick Clark, its co-founder, and senior director of sales enablement and strategy with CloudNine, Monica Harris, product business manager of enterprise solutions at Cellebrite, and Marla Mohr, manager of client relations at ACEDS, We discussed the return of The Masters Conference, how its 2022 schedule honors the legacy of Robert Childress, who led the conference for many years, what distinguishes this series, and the skills that are necessary for legal professionals to thrive in a post-pandemic environment.

Building Trust in Artificial Intelligence

Tue, 12 Apr 2022 20:43:00 -0400

I spoke with Dean Whalen, the chief legal officer for Readback, an artificial intelligence-assisted court reporting platform. We discussed ways to build trust in AI, how states are adapting to changes in court reporting, and how court reporting will evolve.

Transforming Practice Management with Legal Accounting

Fri, 08 Apr 2022 20:43:00 -0400

I spoke with Colin Li, the chief financial officer and chief revenue officer for Paradigm, a suite of practice management solutions for law firms, and Chad Todd, the co-founder of TrustBooks, a legal accounting software platform, which Paradigm recently acquired. We discussed how TrustBooks aligns with Paradigm’s suite of products, ways that it differs from other accounting solutions available to attorneys, and Paradigm’s long-term vision for its technology portfolio.

Why a Consumer Would Choose a Legal Technology Application Over an Attorney

Thu, 31 Mar 2022 20:43:00 -0400

I spoke with Scott Seidewitz, the CEO of BlissDivorce, a company that leverages dispute resolution technology to streamline divorce proceedings. We discussed how BlissDivorce differs from other online divorce platforms, why a consumer would choose to leverage technology over hiring an attorney, and how legal technology is evolving to support consumers.

The Role of Technology in Driving Innovation and Efficiency in Corporate Legal Departments

Tue, 29 Mar 2022 20:46:00 -0400

I spoke with Stephanie Corey, the co-founder and general partner of UpLevel Ops, a legal strategy and operations consulting firm. She is also the co-founder of the Legal Innovators Network, a new association exclusively for senior legal operations professionals. We discussed the role of technology in driving innovation and efficiency in corporate legal departments, the Legal Innovators Network, and where the field of legal operations is headed.

How Technology is Reshaping Litigation

Thu, 24 Mar 2022 20:46:00 -0400

I spoke with Stephen Dowling, a barrister in Dublin, Ireland, and the founder of Trialview, a software platform designed for litigators to prepare their evidence and present it at trial. We discussed the genesis of Trialview, how it integrates with other legal technology tools, and how technology is reshaping litigation.

Modern Legal Operations – At the Convergence of Law and Business

Tue, 22 Mar 2022 20:46:00 -0400

I spoke with Marla Crawford, the general counsel at Cimplifi, an integrated legal services provider that aligns e-discovery and contract analytics for corporate legal departments and law firms. We discussed how the delivery of legal services has shifted, Cimplifi’s new market research report, Modern Legal Operations: At the Convergence of Law and Business, and how the role of legal operations professionals is evolving.

Mixtape: Legalweek 2022 Day Two

Fri, 18 Mar 2022 20:50:00 -0400

For this Legalweek 2022 day two mixtape, I was fortunate to speak with Ryan Anderson of Filevine, Dan Berlin of TABS3, Ian Campbell of iCONECT, Debbie Foster of Affinity Consulting, Steve Goldstein of Squire Patton Boggs, Eric Gonzales of Epiq, Anil Kona of Ligl, Matt Mahon at Trustpoint.One, Soumya Nettimi of Paradigm, Memme Onwudiwe of Evisort, Steve Schley of ContractPodAi, Joey Seeber of Level Legal, Danny Thankachan of Blank Rome, and Nick Whitehouse of Onit.

Mixtape: Legalweek 2022 Day One

Tue, 15 Mar 2022 20:50:00 -0400

On the first official day of Legalweek 2022, I was fortunate to speak with Haley Altman, Haydn Jones, Karl Harris, Jeff Pfeifer, Mike Suchsland, Ethan Treese, and Jim Vint about their expectations for the conference.

Mixtape: Legalweek 2022 Preview

Mon, 14 Mar 2022 20:50:00 -0400

After two years, it was great to feature an array of perspectives on legal technology during Legalweek 2022. Thanks to Alex Babin, Darin Bartik, Haresh Bhungalia, Dean Brown, Lydia Flocchini, Tim Follett, Ned Gannon, Laura Keily, Rakesh Madhava, Joshua Schnoll, Jason Smith, Ari Treuhaft, Laurence Winters, and Laura Wooster for sharing their views on the day before the conference began.

The Difference Between Legal Advice and Legal Coaching

Thu, 10 Mar 2022 20:56:00 -0500

I spoke with Scott Reib, an attorney for business owners, entrepreneurs, coaches, and providers of professional services. We discussed the firm’s Access legal services subscription, the difference between legal advice and legal coaching, how lawyers can support the success of a client’s business, and how the pandemic impacted the way that businesses approach transactions remotely.

Freedom to Operate and Leveraging Technology to Address IP Legal Challenges

Mon, 07 Mar 2022 20:56:00 -0500

I spoke with patent attorney Gabe Sukman, the CEO and founder of ClearstoneIP, an intellectual property technology provider with offices in the U.S. and Europe. We discussed why the freedom-to-operate sector is important, trends in IP enforcement, and the biggest challenges that IP lawyers are facing today.

The Value of Leveraging Productivity Automation Technology

Fri, 04 Mar 2022 20:56:00 -0500

I spoke with Alex Babin, the CEO of ZERO, a company that provides productivity automation software for law firms. We discussed why law firms are leveraging productivity automation technology, the tasks for which legal professionals should apply artificial intelligence, the company’s $12 million Series A investment round, and how the appeal of automation will evolve.

Enhancing the Value of Practice Management Technology

Wed, 02 Mar 2022 07:00:00 -0500

I spoke with Chris Cartrett and Raphael Shure, the CEO and COO, respectively, for Aderant, a developer of practice management software for legal professionals. We discussed why legal teams are increasingly focused on leveraging technology for practice management, how the pandemic impacted the way law firm leaders manage their teams and operations, Aderant’s acquisition of American LegalNet, and the most promising areas of legal in 2022.

Implementing Standards for the Access and Availability of Global Intellectual Property Office Laws and Data

Mon, 28 Feb 2022 21:05:00 -0500

I spoke with Nehal Madhani, the founder and CEO of Alt Legal, the developer of a cloud-based IP docketing software platform that helps legal professionals prepare and manage their IP filings. We discussed how legal technology companies can adapt to a changing legal climate, growth opportunities, the appeal of automating legal tasks, Alt Legal’s acquisition of Towergate, and the launch of the International Intellectual Property Standards Organization.

Selling a Legal Technology Company

Fri, 25 Feb 2022 21:05:00 -0500

I spoke with Erez Bustan, the former CEO of American LegalNet, a leading docketing and litigation management software developer, which Aderant recently acquired. We discussed the sale of American Legalnet, the factors that an entrepreneur should consider when deciding whether to sell a legal technology company, and future opportunities for innovation in legal.

The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market

Tue, 22 Feb 2022 07:00:00 -0500

I spoke with Sang Lee, the CEO and co-founder of Thine, a technology company that develops and deploys pre-hiring and integration assessments. Sang is a lawyer and entrepreneur who has also owned and operated SJL Attorney Search and Volta Talent Strategies. We discussed Thine’s new report, The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market, how the pandemic has impacted law firm talent management, ways that technology can help law firms hire and retain talent, and where law firm innovation is headed.

Aligning CRM With Profitability and Financial Performance

Fri, 18 Feb 2022 21:11:00 -0500

I spoke with Jennifer Whittier, the president of Cole Valley Software, developer of the ContactEase CRM platform, and Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide, which has just announced its acquisition of Cole Valley Software. We discussed how the acquisition and inclusion of ContactEase in SurePoint’s portfolio will empower its customers, and how customer relationship management aligns with profitability and financial performance.

How Law Firms Can Align Their Brands and Reputations

Thu, 17 Feb 2022 21:11:00 -0500

I spoke with Bill Coletti, the founder of Kith Crisis Management and the author of Critical Moments, The New Mindset of Reputation Management. We discussed the difference between crisis management and crisis prevention, how law firms can align their brands and reputations, and how crisis management is evolving in a tech-enabled hybrid work environment.

Sustaining Law Firm Growth and Profitability in 2022

Wed, 09 Feb 2022 21:13:00 -0500

I spoke with Gretta Rusanow, the head of advisory services in Citi’s law firm group and a managing director with the bank. We discussed the 2022 Citi Hildebrandt Client Advisory, how the expected return to the office for most firms in the first quarter of the year will impact their growth, and ways that law firms can sustain their success.

How Entrepreneurs and Leaders Can Maintain Momentum in this Uncertain Market

Fri, 04 Feb 2022 21:13:00 -0500

I spoke with Kim Neeson, the founder of Neesons, a Canadian court reporting firm that Veritext acquired in 2019. She recently launched Kim Neeson, Coach, Consultant, Mentor, which provides entrepreneurial and leadership coaching with an emphasis on mid-career women, and we discussed entrepreneurial challenges, the benefits of coaching for an entrepreneur, and how entrepreneurs and leaders maintain momentum in this uncertain market.

The Most Challenging Aspects of E-Discovery for Legal Professionals in 2022

Wed, 02 Feb 2022 21:14:00 -0500

I spoke with Kelly Twigger, the principal of ESI Attorneys, a law firm focused on supporting e-discovery matters, and the developer of E-Discovery Assistant, an online practice resource used by lawyers and legal professionals in law firms, corporate legal departments, and government agencies involved in e-discovery. We discussed the aspects of e-discovery that are most challenging for legal professionals in 2022, opportunities for streamlining the process, and how the approach to e-discovery has changed due to remote work.

Visualizing Legal Transactions and Structures

Thu, 27 Jan 2022 21:22:00 -0500

I spoke with Owen Oliver, the Head of Strategic Partnerships at StructureFlow, a software platform that helps lawyers and finance professionals visualize, model, and plan transactions and structures. We discussed the importance of visualization in legal and business matters, trends that are driving the need for structure-specific technology, and where the application of technology in corporate transactions is headed.

Empowering Cybersecurity in Law Firms

Tue, 25 Jan 2022 21:22:00 -0500

I spoke with Damian Jeal, the CEO of Nikec Solutions, a provider of software solutions for law firms to support training, productivity, and collaboration, which has introduced new tools for cybersecurity. We discussed how software can help law firms address cybersecurity challenges, what they can do at little or no cost before implementing more sophisticated technology, and whether a firm can verify that its cybersecurity program is complete.

Fueling New Opportunities in Legal Tech

Fri, 21 Jan 2022 21:22:00 -0500

I spoke with Jim Wagner the founder and managing principal of Lean Law Labs, an incubation lab for legal innovation, and the managing director of Lean Law Ventures, which invests in dynamic legal technology applications. We discussed the trends in the legal sector that are fueling initiatives like Lean Law Labs, the challenges associated with driving change in legal, and the businesses in legal that are most attractive to investors.

Practice Management and the Future of Remote Work

Wed, 12 Jan 2022 21:26:00 -0500

I spoke with Jim McGinnis, the CEO of MyCase, a practice management software company. We discussed how law firms have adapted to operating remotely, what the MyCase 2021 Legal Industry Report reveals about the future of remote work, the most significant challenges for law firms engaged in digital transformation, and ways that legal professionals can become more comfortable operating in a perpetual state of uncertainty.

Automation and Innovation for Corporate Legal Teams in 2022

Wed, 05 Jan 2022 21:26:00 -0500

I spoke with Jennifer Bantelman, the Vice President of Customer Experience and Thought Leadership at Zapproved, for a special E-Discovery Unfiltered edition of the Reinventing Professionals podcast. We discussed how corporate legal teams are adapting to uncertainty, ways that automation can help in-house leaders maximize their hybrid work environments, effectively managing security and privacy remotely, the cloud, and key considerations for corporate legal teams evaluating software in 2022.

Creating a Blueprint for Building an Inclusive and Equitable Company

Wed, 29 Dec 2021 21:26:00 -0500

I spoke with Brian McComak, the founder and CEO of Hummingbird Humanity, a diversity and inclusion consultancy. He is also the author of the upcoming book – Humanity in the Workplace: A Blueprint for Building an Inclusive and Equitable Company Culture. We discussed the genesis of Hummingbird Humanity, best practices for creating a blueprint for building an inclusive and equitable company, the challenges associated with achieving workplace diversity, and how culture impacts diversity, equity, and inclusion.

Learning From Leaders in the 2021 CEO Roundtable

Wed, 22 Dec 2021 21:47:00 -0500

I moderated a discussion with the following select group of leading chief executive officers for the final Ari Kaplan Advisors CEO Roundtable of 2021 about trends, challenges, and opportunities in the past year and the year ahead: Gary Buckland, CEO, Lexitas; Candice Hunter Corby, CEO, Cobra Legal Solutions; Sang Lee, CEO, Thine; James Lee, CEO, LegalMation; Laura Leopard, CEO, Leopard Solutions; Nicolas Leroux, CEO, Kalexius; Rakesh Madhava, CEO, Nextpoint; Gary Sangha, CEO, LexCheck; Joey Seeber, CEO, Level Legal; and, Ram Vasudevan, CEO, QuisLex.

The Value of Interoperability

Fri, 17 Dec 2021 21:36:00 -0500

I spoke with Abeer Abu Judeh, an attorney and the founder of LexDock, a legal operations software tool and marketplace. We discussed how LexDock is impacting the delivery of legal services and empowering the use of technology, the value of interoperability, and her participation in the TechWomen Rising accelerator program.

Privacy, Antitrust, and the Changing Regulatory Landscape

Wed, 15 Dec 2021 21:36:00 -0500

I spoke with Joey Seeber, the CEO of Level Legal, a provider of alternative legal services, about adapting to regulatory shifts, the skills necessary to thrive in the current environment, expected business challenges in 2022, and where legal practice is headed in 2022.

Where Legal Teams Are Deploying AI Most Effectively

Fri, 10 Dec 2021 21:36:00 -0500

I spoke with Gary Sangha, the founder and CEO of LexCheck, an artificial intelligence-powered contract analytics company. He is also the founder of Intelligize, a data analytics company that Lexis Nexis acquired in 2016. We discussed the appetite for AI-driven solutions in the legal industry, the top misconception among those exploring ways to leverage AI at their firms or in their legal departments, and where legal teams are deploying AI most effectively.

The Value of Automation in Litigation

Thu, 09 Dec 2021 23:54:00 -0500

I spoke with Dan O’Day and Ted Kukorowski, co-founder and managing director for large law, respectively, at ECFx, a provider of an electronic notice management system. We discussed law firm challenges in litigation management, the value of automation in litigation, and how technology can align the range of electronic filing protocols around the country.

Best Practices for Making Good Choices

Fri, 03 Dec 2021 23:54:00 -0500

I spoke with Dr. Susan Liautaud, the founder and managing director of Susan Liautaud & Associates Limited, a consultancy advising corporate, government, and non-profit leaders on ethics matters, and the author of The Power of Ethics: How to Make Good Choices in a Complicated World. We discussed best practices for making good choices, how professionals can overcome bad choices, and ethics-related challenges students face as they address changing workplace dynamics.

The Main Challenge in Financial Services Communications Compliance

Tue, 23 Nov 2021 23:54:00 -0500

I spoke with Shiran Weitzman, the co-founder and CEO of Shield, an Israel-based regtech software company that focuses on workplace intelligence for compliance professionals. We discussed the main challenge in financial services communications compliance, how the pandemic impacted the way organizations communicate and exchange information, record-keeping challenges associated with working remotely, and post-pandemic regulatory scrutiny.

Implementing Financial Intelligence to Give Law Firms a Competitive Advantage

Thu, 18 Nov 2021 00:13:00 -0500

I spoke with Rob Stote, the managing director of profitability products at BigHand, a provider of financial and operational productivity software, Michael Grupp, the CEO of BRYTER, a no-code software platform, and Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software about the report – Implementing Financial Intelligence to Give Law Firms a Competitive Advantage in 2022 and Beyond – that the three companies commissioned to identify key trends among law firm financial leaders.

He Said, She Said

Thu, 11 Nov 2021 00:00:00 -0500

I spoke with Christy Burke, president and founder of Burke & Company, a public relations and marketing firm specializing in legal tech, and Doug Austin, editor of eDiscovery Today, a publication covering the electronic discovery industry, about their new podcast: He Said, She Said. We discussed the first episode focused on diversity, equity, and inclusion, the key takeaways, topics for future programs, and trends driving e-discovery and legal technology forward.

The CRM Benefits of Supplementing Process Automation with Human Talent

Tue, 09 Nov 2021 00:00:00 -0500

I spoke with T.J. Duane, the co-founder and CEO of Index Solutions, a software platform that combines process automation with a labor marketplace to audit and update CRM data. We discussed how Index Solutions works, the benefits of supplementing process automation with human talent, advice for lawyers seeking careers as entrepreneurs, and how professional services firms will use data in the future.

How to Leverage Dashboarding and Redlining for Contract Management

Fri, 05 Nov 2021 00:40:00 -0400

I spoke with Jerry Ting, the co-founder and CEO of Evisort, a provider of contract management and artificial intelligence technology solutions. We discussed how organizations leverage dashboarding and redlining for their contract management, ways that law departments can distinguish CLM software providers, the benefits of learning legal tech entrepreneurship in law school, and the Future of Contracting conference.

How Legal Departments are Leveraging Technology to Manage Their Contracts

Wed, 03 Nov 2021 00:15:00 -0400

I spoke with Gabriel Buigas, the new executive vice president and head of contracts, compliance, and commercial services at Integreon, an alternative legal and global managed services provider. We discussed how organizations are leveraging technology to manage their contracts, the contracting challenges organizations should expect in 2022, and advice for legal professionals seeking alternative career paths beyond law firms and legal departments.

The Value of a Career Check-Up

Fri, 29 Oct 2021 00:15:00 -0400

I spoke with Zelda Owens, the founder, and CEO of Owens Williams & Associates, a career development coaching company focused on supporting legal professionals. We discussed the current job market, the value of a career check-up, and creative ways to empower your legal career.

What Organizations That Apply Legal Design Have in Common

Fri, 22 Oct 2021 01:04:00 -0400

I spoke with Astrid Kohlmeier, a lawyer, consultant on legal design, and co-author with Meera Klemola of The Legal Design Book: Doing Law In The 21st Century. We discussed what organizations that apply legal design have in common, how legal teams can quickly incorporate design into their activities, the challenges of creating a design-centric culture, and how legal design is driving the legal profession forward.

Data Mapping as a Service

Fri, 15 Oct 2021 08:48:00 -0400

I spoke with Dean Gonsowski, the chief revenue officer and chief marketing officer at ActiveNav, a data privacy and governance software provider. We discussed the challenges that ActiveNav is helping organizations overcome, its Data Mapping as a Service initiative, Zero Dark Data, and the relationship between information governance and privacy.

E-Discovery Unfiltered Special: Where Litigants are Finding the Most Success with AI

Wed, 13 Oct 2021 00:46:00 -0400

I spoke with Ian Campbell the president and CEO of iCONECT, a developer of e-discovery software. We discussed how the e-discovery sector has changed over the past two decades, what should leaders consider when adapting to market shifts, where litigants are finding the most success with artificial intelligence, and iCONECT’s recent purchase of the source code to Ayfie’s Inspector technology.

Closing Contracts Quickly

Fri, 08 Oct 2021 00:46:00 -0400

I spoke with Alex Hamilton, the CEO of Radiant Law, a new law UK firm focused on contracts, and the author of SIGN HERE: The Enterprise Guide to Closing Contracts Quickly. How the increased familiarity with the value of ALSPs has impacted Radiant’s work, his inspiration for writing SIGN HERE, whether the form and purpose of contacts have evolved, and how legal departments can filter through the noise of contract management processes and technology to identify what is best for their organizations.

How Companies Can Benefit from CLM and AI

Mon, 04 Oct 2021 01:10:00 -0400

I spoke with Teju Deshpande and Mark Ross, who are principals with Deloitte Legal Business Services. We discussed the mission of Deloitte Legal Business Services, how the pandemic has impacted interest in CLM, how companies can realize immediate benefits from leveraging AI, and where CLM is headed.

Making Legal Services Mobile

Wed, 29 Sep 2021 01:10:00 -0400

I spoke with Mikhail Arsentiev, a lawyer and the founder of Skylex, a mobile application designed to help consumers find an immigration lawyer. We discussed the genesis of Skylex, how the pandemic has impacted the need for immigration lawyers, and developments in the way lawyers interact with their clients.

How the Pandemic Has Changed the Way Companies Perceive and Manage Risk

Fri, 24 Sep 2021 01:10:00 -0400

I spoke with Ishan Girdhar, the founder and CEO of Privaa, a software company that focuses on third-party risk management. We discussed how the pandemic has changed the way companies perceive and manage risk, pitfalls that risk management teams should avoid, ways that law firms are responding to the rise in data breaches and cybersecurity concerns, and where third-party risk management is headed.

Best Practices for Integrating New Tools into a Law Department’s Portfolio

Wed, 22 Sep 2021 02:21:00 -0400

I spoke with Oliver Round, managing counsel, product owner for contract lifecycle management, and co-head of legal data management and advisory at BNY Mellon. We discussed how the legal team leverages new tools and platforms, the criteria it uses to assess new technology, best practices for integrating new tools into a company’s portfolio, and where technology is having the biggest impact on the law department.

Working Remotely and Recognizing the Fraud Triangle

Fri, 17 Sep 2021 02:21:00 -0400

I spoke with Stuart Clarke, the head of product for Blackdot Solutions in Cambridge, England, which is an open-source data platform that helps organizations investigate data risks. We discussed the impact of remote work on financial crimes, best practices for financial institutions interested in limiting financial crimes, and the link between environmental conservation and financial crime.

How Legal Events are Evolving

Fri, 10 Sep 2021 02:21:00 -0400

I spoke with Nehal Madhani, the founder and CEO of Alt Legal, a company that provides trademark docketing software. We discussed the challenges that Alt Legal helps trademark professionals address, its 2021 Alt Legal Connect virtual conference, what attendees can expect, and how events are evolving.

How Technology Will Impact the Future of Deal Management

Wed, 08 Sep 2021 02:25:00 -0400

I spoke with Haley Altman, the global head of corporate development for Litera, a software company that provides document lifecycle and deal management solutions to the legal profession. She was the founder of Doxly, which Litera acquired two years ago. We discussed how the legal technology companies that Litera has purchased connect, the ways that Litera Transact has evolved, and how technology will impact the future of deal management.

Why a Centralized Project Management Platform Matters for Law Departments

Fri, 03 Sep 2021 08:44:00 -0400

I spoke with Don Keller and Jim Brock, the CEO and chief product officer, respectively, at Joinder, a project management software platform for corporate legal departments. We discussed why a centralized project management platform is so important for law departments, how the increased use of technology by professionals in legal has impacted the overall comfort level, and whether law firms should focus on developing new technology.

How Corporate Finance and Corporate Legal Professionals Can Collaborate More Effectively

Mon, 30 Aug 2021 08:44:00 -0400

I spoke with David Perla, the co-chief operating officer at Burford Capital, a leading provider of capital to the legal market. We discussed Burford’s 2021 Legal Asset Report, why it is important to talk to chief financial officers about legal assets, how CFO’s view affirmative recovery and legal cost management programs, and how corporate finance and corporate legal can collaborate more effectively.

The Benefits of AI and Advanced Analytics in E-Discovery

Fri, 27 Aug 2021 18:48:00 -0400

I spoke with Vishal Rajpara, a co-founder and the chief technology officer at Casepoint, and Dana Wesley Sarti, a litigation support manager at Robbins, Russell, Englert, Orseck & Untereiner LLP. We discussed how legal teams are using AI within their eDiscovery workflow, the benefits of using AI and advanced analytics, the value of analytics in modern litigation, and how litigators are using machine learning to reduce the time and expense of review.

Technology to Help Respond to Patent Rejections

Mon, 23 Aug 2021 18:48:00 -0400

I spoke with William Morriss, a co-founder and the technology innovation advisor at IP Toolworks, which is a software platform that helps attorneys respond to rejections from the US Patent and Trademark Office. We discussed how companies are using technology to change the way they negotiate to obtain patents, the importance of the patent examiner to any given matter, best practices for preparing for an examiner interview, and how patent practices are evolving.

Dynamic Law Firm Leadership With Client-Centric Insight

Wed, 18 Aug 2021 18:48:00 -0400

I spoke with Raymond Millien, the new CEO of Harness, Dickey & Pierce, an intellectual property boutique with four offices and headquarters in suburban Detroit. We discussed how in-house experience can help law firm leaders, techniques for understanding and connecting with clients in a remote environment, changing client expectations, and how law firms with a specific focus can maintain their competitive advantage in a shifting legal landscape.

Addressing the Biggest Problem in Litigation Today

Mon, 16 Aug 2021 18:53:00 -0400

I spoke with Collin Williams, the founder and chairman of New Era ADR, a platform designed to help litigants reimagine how they resolve disputes. We discussed the biggest problem in litigation today, how to reshape traditional alternative dispute resolution, and how litigation is evolving.

Creating a Unique Client Experience

Fri, 13 Aug 2021 18:53:00 -0400

I spoke with Jay Sheldon, the general manager of the Equinox Golf Resort and Spa in Manchester, Vermont. We discussed ways to create unique client experiences, how hospitality and general client preferences have changed in the pandemic, and how organizations are adapting to a dynamically shifting business climate.

Why Legal Professionals Should Leverage Tools that Provide Automation and Scalability

Wed, 11 Aug 2021 18:54:00 -0400

I spoke with Bill Piwonka, the chief marketing officer for Exterro, a provider of software for legal teams to defensibly manage their legal governance, risk, and compliance requirements. We discussed why legal professionals should leverage tools that provide automation and scalability, how e-discovery can realize additional benefits from artificial intelligence, and how AI is evolving.

Educating the Public About the Law And Earning More Than Five Million Followers in the Process

Fri, 06 Aug 2021 18:57:00 -0400

I spoke with Mike Mandell, a lawyer with Mandell Law in California, who educates the public about the law through social media. We discussed how he produces content for YouTube, TikTok, and Instagram, his process for selecting topics for his videos, the message he conveys to consumers, and how he sees the use of content-driven social media tools for lawyers evolving.

Driving Change in Diversity, Equity, and Inclusion

Wed, 04 Aug 2021 23:53:00 -0400

I spoke with Jennifer Martinez, the Chief Diversity, Equity, and Inclusion Officer and a partner at Hanson Bridgett. We discussed the policies and programs that have helped the firm support its diversity, equity, and inclusion efforts, its Agile Workforce Initiative, and ways that clients are driving change.

Managed Services for Law Firms

Wed, 28 Jul 2021 18:57:00 -0400

I spoke with Ed Sohn, the head of solutions at Factor, a provider of managed services. We discussed Factor’s Legal Transaction Optimization service for law firms, how law firms benefit from collaborating with ALSPs, and the impact of working from home on this alliance.

Legal Tech in Russia

Mon, 26 Jul 2021 19:09:00 -0400

I spoke with Daria Shunina, the head of international startup relations for the Skolkovo Foundation, an innovation center in Russia focused on attracting foreign companies to the country’s innovation ecosystem. We discussed Skolkovo’s mission, the objective of the Soft Landing program, and how interest in legal tech innovation is evolving in Russia.

Empowering the Selection of Outside Counsel

Fri, 23 Jul 2021 19:09:00 -0400

I spoke with Jim Delkousis, the founder and CEO of PERSUIT, a software platform that facilitates a competitive process for sourcing outside legal counsel. We discussed the transition from law firm partner to legal tech founder, the challenges that law department leaders face in selecting their outside counsel, and how the relationship between law firms and law departments is evolving.

Using Technology to Prevent Time Entry Mistakes

Thu, 22 Jul 2021 19:07:00 -0400

I spoke with Andre Wouansi, the founder and managing partner of Accurate Legal Billing, a time entry platform that uses artificial intelligence to help law firms align their invoices with e-billing guidelines. We discussed common mistakes lawyers make when entering their time, how to use artificial intelligence to analyze a law firm’s invoices, and the challenges associated with using AI to interpret unique time entries.

Attracting Talent in a Competitive Market

Wed, 21 Jul 2021 21:02:00 -0400

I spoke with Michael Ellenhorn, the founder and CEO of Decipher Investigative Intelligence, a firm that develops actionable intelligence to guide law firms in developing successful lateral hiring programs and strategies. We discussed the current market in law firm hiring, how law firms are searching for fully or partially remote positions, best practices for law firm leaders to attract talent, and how hiring is evolving.

Guiding Corporate Legal Departments on Transformation in 2021

Fri, 16 Jul 2021 06:36:00 -0400

I spoke with Catie Butt, an Executive Director with A&O Consulting, which is a division within Allen & Overy that advises corporate legal teams in a number of areas including business and legal function transformation. We discussed the genesis of the firm’s Advanced Delivery & Solutions team, how it collaborates with the firm’s practicing lawyers, and the challenges that the legal industry is likely to face in 2021 and beyond.

The Challenges of Capturing Innovation

Wed, 14 Jul 2021 21:01:00 -0400

I spoke with Thomas Franklin, a senior partner at Kilpatrick Townsend & Stockton in Denver focused on patent law and the founder of Triangle IP, a software platform that facilitates the idea capture process. We discussed the challenges of capturing innovation, how software can help the process, and how technology is impacting innovation strategies.

The Impact of Digital Innovation on the Legal Industry

Mon, 12 Jul 2021 21:15:00 -0400

I spoke with Olivier Chaduteau, the founder and managing partner of Day One, a consulting firm focused on legal and compliance. We discussed the impact of digital innovation on the legal profession, how lawyers are adapting to a changing market, and the pandemic’s effect on how lawyers manage their legal and compliance matters.

Zoom Best Practices to Look Your Best

Thu, 08 Jul 2021 21:15:00 -0400

I spoke with Elisabeth Steele Hutchison, the director of admissions at the University of Hawai’i School of Law, and the founder of Work from Home University, a consultancy that teaches lawyers how to use Zoom more effectively. We discussed a range of best practices for online meetings and the skills that are necessary to thrive in legal moving forward.

Tomorrow’s Jobs

Tue, 06 Jul 2021 21:15:00 -0400

I spoke with Rafael Moscatel, the Director of Privacy Compliance for CAPP, a privacy consultancy, and the co-author of Tomorrow’s Jobs Today: Wisdom And Career Advice From Thought Leaders In Ai, Big Data, Blockchain, The Internet Of Things, Privacy, And More. We discussed the impact of technology on a variety of careers and how individuals can prepare for that change.

The Relationship Between AI and Natural Language Processing

Thu, 01 Jul 2021 21:19:00 -0400

I spoke with Christophe Frèrebeau, co-founder and CEO of Della, a contract review platform. We discussed the connection between artificial intelligence and natural language processing, how solutions of this type are evolving, and changes in the delivery of legal services.

Manage Your Time More Effectively and Peacefully

Wed, 30 Jun 2021 21:22:00 -0400

I spoke with Paul Unger, a partner with Affinity Consulting, and the author of Tame the Digital Chaos: A Lawyer’s Guide to Distraction, Time, Task & Email Management. We discussed his inspiration for the book, creative ways that professionals can manage their time more effectively and peacefully, key strategies for email management.

Virtual Depositions, Court Reporting Careers, and Remote Adversarial Engagement

Mon, 28 Jun 2021 21:22:00 -0400

I spoke with Mike Hewitt, the CEO of vTestify, which provides virtual deposition software that allows attorneys to conduct depositions, client intake sessions, arbitrations, and similar proceedings remotely. We discussed how remote proceedings have impacted the careers of court reporters, best practices for remote adversarial engagement, the company’s partnership with Esquire Deposition Solutions, and how legal teams will balance remote activity when the courts reopen at full in-person capacity.

The Future of Litigation Workflow

Fri, 25 Jun 2021 21:31:00 -0400

I spoke with Erez Bustan, the CEO of American LegalNet, a leading cloud and mobile litigation platform. We discussed the launch of ALN Cloud, the company’s new report (on which I was privileged to collaborate) – The Future of Litigation Workflow: Reimagining Technology and Process in the Next Decade, how litigation will change in a post-pandemic environment.

Securing Remote Proceedings

Wed, 23 Jun 2021 07:00:00 -0400

I spoke with Terrie Campbell, the CEO of Esquire Deposition Solutions, a national provider of remote and in-person deposition solutions for law firms, insurance companies, and corporate legal departments. We discussed how court reporting has changed in a remote litigation environment, its new partnership with vTestify to offer a new secure virtual deposition platform, and the trajectory of remote proceedings.

Success and Succession Planning for Solo Practitioners and Small Law Firms

Mon, 21 Jun 2021 21:32:00 -0400

I spoke with Aaron Street, the co-founder and CEO of Lawyerist.com, one of the largest online communities of small firm lawyers. He is a co-host of the weekly Lawyerist Podcast and is the co-author of The Small Firm Roadmap. We discussed the growth of Lawyerist, the challenges that solo practitioners and small firm lawyers faced from the pandemic, solutions for that community, and Lawyerist’s strategic investment in The Law Practice Exchange.

Leveraging Technology to Address Key Challenges in Legal

Fri, 18 Jun 2021 21:41:00 -0400

I spoke with Steve Harber, the executive chairman, and Charles Post, the executive vice president, at Compliance, an integrated e-discovery and contract analytics provider. We discussed aligning e-discovery and contract analytics, the synergies in leveraging AI to empower that combination, and how legal teams can take advantage of new technology to address longstanding challenges.

Law Firm Technology in a Hybrid Workplace

Wed, 16 Jun 2021 21:41:00 -0400

I spoke with Chris Cartrett, an executive vice president at Aderant, a global business management software provider for law firms. We discussed the company’s Business of Law and Legal Technology Survey, the tools that proved most valuable to law firms in the past year, the elements of virtual events that will endure, and how law firm technology will evolve in a hybrid workplace.

Effectively Applying Technology to Legal Matters

Tue, 15 Jun 2021 21:41:00 -0400

I spoke with Greg Wildisen, the co-founder and head of technology for Panoram Digital, an enterprise legal technology consulting firm based in the U.K. We discussed the challenges to which legal teams are most commonly applying technology, best practices for selecting the right tool for a given matter, the impact of Microsoft 365, and how legal departments are evolving.

Reimagining Professional Development

Fri, 11 Jun 2021 21:48:00 -0400

I spoke with Ian Nelson, the co-founder of Hotshot, a leading provider of digital learning programs for lawyers. We discussed how short videos and interactive applications help lawyers practice, the aspects of remote learning the company emphasized during the pandemic, and how professional development will evolve in 2021.

How Law Firms and Legal Departments Should Approach Innovation

Mon, 07 Jun 2021 21:48:00 -0400

I spoke with Tjeerd Van Ginkel, the founder of Innovatie Meester and an Amsterdam-based freelance innovation manager, who helps law firms and legal departments innovate. He is the former head of innovation at De Brauw, one of the largest law firms in the Netherlands. We discussed how law firms and legal departments should approach innovation, mistakes some are making, and client-facing innovation that makes a difference.

Learning Plans and Technological Competency

Fri, 04 Jun 2021 21:48:00 -0400

I spoke with Bonnie Beuth, the Information Systems Trainer for Ford Harrison, and Rachel Baiden, the Global Technology Training Manager at Squire Patton Boggs, who are two of the founding members of the Legal Technology Core Competency Certification Coalition – LTC4, which is a non-profit consortium of law firms, corporate legal departments, law schools, and attorneys from around the world that have established industry-standard core competencies for legal technology. We discussed how the LTC4 has evolved over the past decade, what distinguishes its learning plan format, lawyer technological competency requirements, and how the LTC4 distinguishes its certification.

Enhancing Your Growth Trajectory in Legal Tech

Wed, 02 Jun 2021 21:56:00 -0400

I spoke with Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide. We discussed how SurePoint has evolved under his leadership, the company’s investment from Aquiline Capital Partners, negotiating the transaction virtually, ways that sophisticated investors support the management of legal technology companies, rebranding, and where legal tech is headed.

Defining and Building Client Loyalty

Tue, 01 Jun 2021 21:56:00 -0400

I spoke with Susan Duncan, a law firm management consultant, who helps firms and lawyers develop more business through client service and loyalty programs, She is also the author of Building Enduring Client Loyalty: A Guide for Lawyers and Their Firms. We discussed how she defines client loyalty, the challenges to earning it, and strategies for solidifying stronger relationships with clients in a post-pandemic environment.

Leadership and Legal Tech in Finland

Fri, 28 May 2021 21:57:00 -0400

I spoke with Niko Jakobsson, the Secretary General of the Finnish Bar Association in Helsinki, Finland. We discussed how the Finnish Bar Association empowers its members through technology, ways that lawyers in Finland are using technology, the pandemic’s impact on the work of the Finnish Bar Association, and the different skills required to lead a bar association.

The Growing Importance of Business Intelligence in Legal

Wed, 26 May 2021 22:57:00 -0400

I spoke with Chris Vorderer, Managing Director of Firm Intelligence at Litera, a software company that provides meaningful intelligence to the legal profession, and Pieter van der Hoeven, the co-founder and CEO at Clocktimizer, a business intelligence platform designed to help law firms make data-driven decisions related to matter management, budgeting, and pricing, which Litera recently acquired. We discussed the acquisition, why business intelligence has become so important in the legal sector, and the enhanced opportunities for legal tech companies in a remote environment.

The Value of Spend and Matter Management to Corporate Legal Teams

Mon, 24 May 2021 22:58:00 -0400

I spoke with Ian Nolan, the co-founder and CEO of Brightflag, a legal spend and matter management software platform for corporate legal departments. We discussed the value of legal spend management for in-house teams, how law departments can apply artificial intelligence to optimize their operations, and how legal departments are transforming their operations as they return to a central office.

The Connection Between Legal Recruiting, Piano Parties, and Zoom Engagement

Fri, 21 May 2021 22:58:00 -0400

I spoke with Dan Binstock, a legal recruiter and co-owner of Garrison & Sisson, a leading attorney search firm. He is also the creator of the Virtual Piano Party. We discussed the state of the legal job market, the genesis of the Virtual Piano Party, and the secret to engaging attendees on Zoom events.

Strategies for Producing Successful Summer Programs

Wed, 19 May 2021 23:02:00 -0400

I spoke with Grover Cleveland, the author of Swimming Lessons for Baby Sharks: The Essential Guide to Thriving as a New Lawyer, who provides practical skills webinars for associates and summer associates. We discussed how firms navigated summer associate programming in 2020 and how they will do so in 2021, his playbook for virtual summer programs, and how legal professionals can develop better habits in showcasing their talent and ability.

CLM and the Growth of Legal Operations

Mon, 17 May 2021 23:02:00 -0400

I spoke with Jason Boehmig, the co-founder and CEO of Ironclad, a digital contracting platform used by companies around the world. We discussed the genesis of Ironclad, the transition from large firm lawyer to legal tech entrepreneur, the popularity of the CLM sector, the emergence of digital contracting, and the alignment between CLM and the growth of legal operations.

What Conference Organizers Should Know

Fri, 14 May 2021 23:02:00 -0400

I spoke with Andrew King, the New Zealand-based founder of Legal Innovate, E-Discovery Consulting, and the LegalTechHub, as well as the producer of the LawFest conference. We discussed how he navigated the uncertainty in the planning process for LawFest, surprises from the event, what conference organizers should know when planning events in a post-COVID era, and how legal events will evolve.

Recognizing the Post-Pandemic Needs of Law Firms

Wed, 12 May 2021 23:04:00 -0400

I spoke with Margaret Burke, the managing director at Kolibri Law Support Solutions, a subscription-based suite of legal management and business services for law firms with a focus on helping them improve profitability by reducing overhead and enhancing operational efficiency. We discussed how the needs of law firms have changed in the pandemic, the advantages of outsourcing, and building trust with external resources.

The Changing Dynamics of International Arbitration

Mon, 10 May 2021 23:08:00 -0400

I spoke with Michael McIlwrath, an attorney, who spent more than two decades leading international litigation for General Electric’s oil and gas division, and until March of 2021, for Baker Hughes Company. He is the co-author of a new book for lawyers working internationally called Negotiating International Commercial Contracts: Practical Exercises. We discussed his inspiration for the book, the value of the practical exercises included in the book, the impact of unintentional negotiating, how the pandemic has impacted international arbitration, and how it will evolve.

Optimizing Law Firm Performance

Thu, 06 May 2021 23:08:00 -0400

I spoke with Debbie Foster, the managing partner of Affinity Consulting, a company focused on optimizing law firm performance. We discussed how successful law firms have maintained their operations in the pandemic, ways that they have automated and digitized their workflows, whether working remotely will remain a permanent component of legal practice, and best practices for firms that are returning to a central office.

Transforming Legal Arguments With AI

Tue, 04 May 2021 07:00:00 -0400

I spoke with Jackie Schafer, the founder of Clearbrief, a platform that uses AI to improve the accuracy of legal writing and the experience of the reader. We discussed how Clearbrief works, the technology behind Clearbrief, how this software is impacting the legal profession, and how this technology could change the way law schools teach legal writing.

Aligning ALSPs and Legal Technology

Fri, 30 Apr 2021 23:10:00 -0400

I spoke with Nicolas Leroux, the founder and CEO of Kalexius, an alternative legal services provider. We discussed the genesis of Kalexius, the difference between an ALSP and a legal technology company, how in-house legal teams can incorporate an ALSP into their portfolio of service providers, and ways that law department leaders can persuade other stakeholders to adopt their approach.

Enhancing Client Service Remotely

Tue, 27 Apr 2021 23:11:00 -0400

I spoke with Ram Vasudevan, the founder and CEO of QuisLex, a provider of alternative legal services. We discussed the genesis of QuisLex, how the company has enhanced client service in the remote environment, managing the return to in-person activities, and where the ALSP market is headed.

Empowering Careers, Recruiting, and Professional Development

Thu, 22 Apr 2021 23:15:00 -0400

I spoke with Jim Leipold, the executive director of NALP, the National Association for Law Placement, which is an organization focused on career counseling and planning, recruitment and retention, and the professional development of law students, lawyers, and its members. We discussed how the organization’s mission has changed over the past half-century as it celebrates its 50th anniversary in 2021, ways that law firms have adapted their approach to recruiting and training during the pandemic, and how the next generation of lawyers can thrive.

Business Development in the Pandemic

Tue, 20 Apr 2021 23:16:00 -0400

I spoke with Tobias Heining, the Berlin-based director of business, clients, and strategy for Osborne Clarke Germany. We discussed new ways that professionals are approaching business and client development, best practices for engaging with clients and prospects remotely, changes that law firms have made that will remain permanent when legal professionals return full-time to their central offices, and how technology has helped lawyers engage during the pandemic.

The Continuing Value of Virtual Assistance

Fri, 16 Apr 2021 23:16:00 -0400

I am speaking today with Andrea Cannavina, the founder of LegalTypist, a virtual assistant service focused on the legal profession that is celebrating its 20th anniversary. We discussed the genesis of LegalTypist, the increasing levels of self-sufficiency among lawyers during the pandemic, projects that are best-suited to a virtual assistant, and advice for those interested in building a business that serves the legal profession.

The Changing Expectations for CLM

Wed, 14 Apr 2021 23:25:00 -0400

I spoke with Jerry Ting, the founder and CEO of Evisort, an AI-powered CLM software platform. We discussed the difference between an AI-powered CLM platform and CLM, how Evisort will leverage its recent investment, the need for legal tech companies to prove their claims in this climate, and how the expectations of clients have changed in the remote environment.

Becoming a Media Savvy Legal Professional

Mon, 12 Apr 2021 23:25:00 -0400

I spoke with Janet Falk, the founder of Falk Communications and Research, which provides public relations and marketing communications guidance to solo practitioners and small law firms, as well as to business executives and consultants. We discussed the value of media relations for attorneys, how they can introduce themselves to reporters as authoritative sources, what legal professionals can do to be more quotable, and the types of articles professionals should publish.

Empowered Paralegals

Thu, 08 Apr 2021 23:25:00 -0400

I spoke with Patricia LeBel-Lasse, a litigation paralegal and litigation support professional with Pullman & Comley, a law firm with offices in Connecticut and Massachusetts. She is a member of the global advisory board for the Association of Certified E-Discovery Specialists. We discussed the advantages for paralegals who become adept in e-discovery, why paralegals are best-suited to translate between legal and IT, and how the training of a traditional paralegal sets the foundation for more advanced litigation support.

Remote Depositions in a Post-Pandemic Legal Practice

Tue, 06 Apr 2021 23:32:00 -0400

I spoke with Tony Donofrio, the chief technology officer for Veritext Legal Solutions, a company that provides deposition and litigation support solutions. We discussed pre-pandemic impressions of remote depositions, challenges that legal professionals needed to overcome when conducting remote depositions early in the pandemic, the experience between remote and in-person proceedings, and where the sector is headed.

The ACC’s Data Steward Program

Fri, 02 Apr 2021 23:33:00 -0400

I spoke with Kenya Parrish-Dixon, the general counsel and chief operating officer for Empire Technologies Risk Management Group, a cybersecurity, information governance, e-discovery, and managed review consulting company. She is also a member of the global advisory board for the Association of Certified E-Discovery Specialists. We discussed how the pandemic has impacted the perception of cybersecurity, information governance, and e-discovery, and the Association of Corporate Counsel’s new Data Steward Program.

The Direction of E-Discovery

Wed, 31 Mar 2021 23:33:00 -0400

I spoke with Brian Schrader, the president and CEO of BIA, a provider of e-discovery services and digital forensics. We discussed 2021 trends impacting the e-discovery sector, permanent changes from the pandemic, the challenges that collaboration platforms pose to litigants, and the shifting regulatory landscape for data privacy.

Infrastructure Ideas for Returning to a Physical Office

Mon, 29 Mar 2021 23:43:00 -0400

spoke with Rick Hellers and Bill Bice, the co-founder and CEO, respectively of nQ Zebraworks, formed from the merger of Zebraworks and nQueue, which provides scanning and routing, print management. cost recovery technology, and cloud-based integration tools for the business and practice of law. We discussed legal industry surprises during the pandemic, how firms should manage their return to a physical office, techniques for extending a firm’s technology infrastructure, where legal teams are focused in 2021.

Law Firm Leadership and Facilitating Meaningful Conversations About Diversity and Inclusion

Fri, 26 Mar 2021 23:43:00 -0400

I spoke with Esther Cho, a shareholder and the chair of the executive committee at Keesal, Young & Logan, who also serves on the firm’s diversity and inclusion committee. We discussed balancing firm leadership with an active legal practice, how the firm is managing the transition from remote to in-person activities, maintaining firm culture in a virtual environment, and facilitating meaningful conversations about diversity and inclusion.

Client-Centric Global Growth

Wed, 24 Mar 2021 23:43:00 -0400

I spoke with Dean Sappey, the president and co-founder of DocsCorp, a software company that develops a range of document productivity and security tools for law firms. We discussed DocsCorp’s global strategy, its acquisitions of Docuble and Verowave Technologies, features that clients are requesting, and strategies for approaching growth in an uncertain business climate.

The Increasing Appeal of Litigation Analytics

Fri, 19 Mar 2021 23:51:00 -0400

I spoke with Rick Merrill, the founder and CEO of Gavelytics, a litigation analytics company. We discussed why research into litigation analytics has become so attractive, how the approach to gathering and sharing data has changed, and the challenges associated with transitioning from practicing as a large firm lawyer to starting a legal tech company.

Operationalizing Regulatory, Risk, and Compliance Programs

Wed, 17 Mar 2021 23:46:00 -0400

I spoke with Matt Kunkel, the co-founder and CEO of LogicGate, a SaaS platform that operationalizes regulatory, risk, and compliance programs. We discussed the genesis of LogicGate, the risk and compliance challenges that organizations are facing as a result of the pandemic, the impact of automation on risk and compliance, and how the regulatory landscape will change in 2021.

The Changing Competitive Landscape in Managed Services

Mon, 15 Mar 2021 23:46:00 -0400

I spoke with Varun Mehta, the CEO of Factor, an organization focused on performing complex legal work at scale. We discussed the challenges that Factor helps clients solve, the competitive landscape in managed services, opportunities and challenges in the current distributed workplace, and the pandemic-induced developments that could remain permanent.

Gaining Value from AI and Big Data Analytics

Fri, 12 Mar 2021 23:58:00 -0500

I spoke with Chris Dahl, the executive vice president of product development and advisory services at Lighthouse, a provider of e-discovery and information governance technology and services. We discussed Lighthouse Prism, the company’s new artificial intelligence and big data analytics platform, the biggest e-discovery review challenge clients are facing now, how the legal community is generally using AI tools, and where the use of AI in legal is headed in 2021.

Aligning Consulting, Managed Services, and Technology

Fri, 05 Mar 2021 23:58:00 -0500

I spoke with Jim Vint, a co-founder and the chief revenue officer at Breakwater Solutions, a provider of consulting, managed services, and technology for data risk. We discussed the importance of combining consulting with managed services and technology, how the pandemic has changed the way legal teams are approaching e-discovery and data risk, and the increased use of artificial intelligence in litigation support.

Legal Education in a Hybrid Future

Mon, 01 Mar 2021 00:00:00 -0500

I spoke with Lutz-Christian Wolff, the dean of the faculty of law for the Chinese University of Hong Kong, and the author of the newly published book, The Art of Law Teaching. We discussed the impact of replacing face-to-face teaching with remote learning, how a teacher can incorporate their personality, humor, and energy into online classes, and how law school needs to adapt to a world where machines are performing more legal tasks.

Legal Technology Trends That Will Emerge From the Pandemic

Wed, 24 Feb 2021 00:09:00 -0500

I spoke with Rob MacAdam, the vice president of product at BusyLamp, a legal operations platform for spend, matter, and document management, and the host of the Legaltech Arcade podcast. We discussed the differences between what one can accomplish in an innovation role within a law firm versus with a technology company, emerging workplace productivity trends, the rise of disaggregation and interoperability, and legal technology trends that will emerge from the pandemic.

Key Features That Potential Users of AI Should Require

Mon, 22 Feb 2021 00:09:00 -0500

I spoke with Knut-Magnar Aanestad, the country manager and head of market development at Maigon.io, an artificial intelligence application for contracts analytics, and the founder of Sebra Lawtech, a consulting firm focused on transforming the legal profession. We discussed the genesis of Sebra Lawtech, how the pandemic has impacted the way legal teams leverage AI, the features that potential users of AI should look for when making a decision, and where the contract analytics sector is headed.

A Conversation About Food Insecurity and Pursuing Charitable Endeavors in Legal

Fri, 19 Feb 2021 00:09:00 -0500

I spoke with Tyrone Thomas, a vice president and deputy general counsel at Invenergy and the founder of Conversation For Six, a non-profit organization focused on expanding ongoing discussions about food insecurity. We discussed best practices for balancing community-focused work and a legal practice, how COVID-19 has affected the hunger crisis, and the impact of the pandemic on the legal community’s interest in starting charitable initiatives.

Cultivating Partnerships and Crafting Solutions to Drive Client Success

Thu, 18 Feb 2021 00:17:00 -0500

I spoke with Patrice Asimakis and Naseeha Machingal, the director of legal services and the client success and partnerships lead, respectively, for LegalEase Solutions, a provider of alternative legal services. We discussed the importance of forming partnerships in the current climate, how the pandemic has impacted client expectations, and where the market for alternative legal services is headed in 2021.

Leading Beyond Discovery

Fri, 12 Feb 2021 07:00:00 -0500

I spoke with Amy Hinzmann, the president, and Marla Crawford, the general counsel, respectively, for Compliance, an integrated e-discovery services and managed review provider. We discussed how Compliance has evolved since it was founded over 20 years ago, the e-discovery issues that in-house counsel are most concerned about, how in-house teams are managing discovery remotely, and where e-discovery is headed.

Training Programs and Certifications That Offer a Competitive Advantage

Tue, 09 Feb 2021 00:18:00 -0500

I spoke with Doug Lusk, the founder of the National Society for Legal Technology, a training and certifying organization focused on empowering students and professionals with advanced technical skills. We discussed the skills that legal professionals need to thrive in today’s economy, how the NSLT curriculum helps participants draw connections between e-discovery, cybersecurity, and related fields to gain a competitive advantage, and the NSLT’s alliance with ACEDS.

AI For Lawyers

Wed, 03 Feb 2021 00:21:00 -0500

I spoke with Noah Waisberg, the co-founder and CEO of Kira Systems, a leading AI-powered contract analysis software company, and the co-author with Dr. Alexander Hudek of AI For Lawyers: How Artificial Intelligence is Adding Value, Amplifying Expertise, and Transforming Careers (Wiley, February 3, 2021). We discussed the growth of Kira Systems, his inspiration for AI For Lawyers, how AI is changing the law, and where it is headed.

Defining Innovation as Something Different That Creates Value

Mon, 01 Feb 2021 00:21:00 -0500

I spoke with Andrea Miskolczi, the Europe Director of Innovation at Dentons, a global law firm. We discussed the definition of innovation, the importance of developing an intrapreneurial mindset in a law firm, the need for creativity, and best practices for demystifying the legal transformation process.

Cybersecurity Strategies and Threats in 2021

Thu, 28 Jan 2021 00:21:00 -0500

I spoke with Dr. Eric Cole, the founder of Secure Anchor Consulting, a provider of cybersecurity solutions and services. We discussed the most significant cybersecurity issues that law firms and law department leaders should be aware of in 2021, how the pandemic has changed the way organizations manage their cybersecurity, and the potential threats that professionals could face in the coming year.

Balancing Virtual and Hybrid Proceedings in 2021

Mon, 25 Jan 2021 00:25:00 -0500

I spoke with Martin Coen, the CEO, and Graham Smith-Bernal, the founder and executive chairman, of Opus2, a software and services company that supports lawyers around the world. We discussed Opus 2’s growth strategy in the current market, how courts will balance virtual and hybrid proceedings moving forward, and the evolution of how lawyers use technology.

Creating Career Opportunities in 2021

Fri, 22 Jan 2021 00:25:00 -0500

I spoke with Michael Potters, the co-founder and CEO of the Glenmont Group, a leading recruiting firm in the legal industry. We discussed how recruiting has evolved over the past two decades, the positions that are in highest demand today, how the Glenmont Group pivoted in the pandemic, the qualities and types of experience on which employers are focused, advice for candidates, and tips for employers interested in securing the best talent in 2021.

E-Discovery Hero Awards Celebrate the Industry’s Best

Thu, 21 Jan 2021 00:25:00 -0500

I spoke with Jennifer Bantelman the Senior Director of Solutions Engineering at Zapproved, a cloud-based software company that builds e-discovery tools for corporate legal, from legal holds through processing and review. We discussed the E-Discovery Hero Awards, its mission, the honorees, and reimagining the event for a virtual world. Register for free here.

Reinventing Marketing for Immigration Lawyers

Tue, 19 Jan 2021 00:29:00 -0500

I spoke with Roman Zelichenko, an attorney and the founder of both GMI Rocket, a marketing firm for immigration lawyers, and LaborLess, a cloud-based software platform for H-1B visa compliance. We discussed the genesis of both companies, the value of digitizing traditionally paper-based processes, the unique nature of marketing for immigration lawyers, how the pandemic has impacted the way lawyers market, ways that marketing will change in 2021.

The Impact of a Product Chief on Empowering CLM

Fri, 15 Jan 2021 00:29:00 -0500

I spoke with Andy Wishart, the Chief Product Officer at Agiloft, a provider of software for contract and commerce lifecycle management. We discussed his new role at the company, how remote working and the pandemic have impacted CLM solutions, and where the sector is headed.

Rethinking Law Firm Technology in 2021

Fri, 08 Jan 2021 19:30:00 -0500

I spoke with Justin Hectus, the chief information officer of Keesal Young & Logan and of the firm’s technology spin-off, KP Labs. We discussed the 2020 BTI Client Services All-Stars 2020 list, to which he was named and the only allied professional among the 475 winners to receive that acknowledgment, what distinguishes his approach to client service, what makes a law firm CIO indispensable, and how law firms are approaching new technology in 2021.

The Link Between Joy and Innovation

Wed, 06 Jan 2021 00:29:00 -0500

I spoke with Tracy LaLonde, the founder of the professional development consultancy Xaphes and the author of The Joychiever Journey: Evade Burnout, Surpass Your Goals and Out-Happy Everyone (James House Media, November 30, 2020). We discussed her inspiration for writing The Joychiever Journey, whether legal professionals are happy, best practices for finding joy in your work, and the link between joy and innovation.

Leveraging New Technology to Run Your Practice in 2021

Wed, 30 Dec 2020 00:42:00 -0500

I spoke with Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide. We discussed how the increased adoption of artificial intelligence and predictive analytics is changing the work of legal professionals, the best practices that law firms should implement before they incorporate A.I. processes into their workflows, and whether the billable hour inhibits a firm’s ability to fully deploy technology.

Supplementing Existing Legal Technology With New Tools

Tue, 29 Dec 2020 00:42:00 -0500

I spoke with Eimear McCann, a former practicing lawyer and the head of strategy at Summize, a contract automation platform. We discussed her move from practice to legal tech, how Summize supplements the technology that legal teams already use, how professionals can ensure that legal tech solutions solve practical problems, the trajectory of the contract automation sector.

Artificial Intelligence Trends Impacting Corporate Legal Departments

Wed, 23 Dec 2020 00:42:00 -0500

I spoke with Nick Whitehouse, the general manager of the Onit AI Center of Excellence, which is Onit‘s centralized initiative to incorporate AI into its suite of software tools. We discussed the recent acquisition of his company, McCarthyFinch, artificial intelligence trends of which in-house lawyers should be aware, how can AI enhance customer support in legal departments, and ways that the pandemic has affected the impression of AI.

The Impact of Information Governance on Your Law Practice

Tue, 22 Dec 2020 00:46:00 -0500

I spoke with Darrell Mervau, the president of FileTrail, and David Worth, the chief information officer at Nelson Mullins. We discussed how the role of the CIO and most technology leaders has evolved in law firms, the increased interest in information governance, what to expect from an IG solution, and where the sector is headed.

The Trajectory of E-Discovery

Mon, 21 Dec 2020 00:47:00 -0500

I spoke with Rakesh Madhava, the founder and CEO of Nextpoint, a company that develops e-discovery and trial prep software. We discussed the genesis of Nextpoint, how the pandemic has changed e-discovery, and where e-discovery is headed.

CEO Roundtable: Lessons Learned, Silver Linings, and the Road Ahead

Fri, 18 Dec 2020 00:47:00 -0500

One of the initiatives that Ari Kaplan Advisors launched in 2020 was a periodic CEO Roundtable to address trends, challenges, and objectives with market leaders. During the fifth and final conversation of the year, I discussed lessons learned, silver linings, and the road ahead with: Haresh Bhungalia, CEO, Casepoint; Kiwi Camara, CEO, DISCO; Ian Campbell, CEO, iCONECT; Craig Carpenter, CEO, X1; Dana Denis-Smith, CEO, Obelisk Support; Steve Fredette, CEO, The BARBRI Group; Keith Laska, CEO, Hanzo; Kim Massana, CEO, Neota Logic; Soumya Nettimi, CEO, ASG Legal Tech; Tim Pullan, CEO, ThoughtRiver; and, Chris Stock, CEO, PCLaw | Time Matters.

The Role of AI in E-Discovery

Wed, 16 Dec 2020 00:57:00 -0500

I spoke with George Socha, the Senior Vice President of Brand Awareness for Reveal, an e-discovery software company, and a member of the advisory board for the Association of Certified E-Discovery Specialists. He is also the co-founder of the Electronic Discovery Reference Model. We discussed his new role, the role of AI in e-discovery, the eDiscovery Leaders weekly video program on the ACEDS network, the value of a CEDS certification, and how the pandemic is changing e-discovery.

Reassessing Your Business Development in the New Year

Wed, 09 Dec 2020 00:57:00 -0500

I spoke with Scott Wallingford, the Vice President and General Manager of LexisNexis’ Law Firm Software Solutions business unit. We discussed the new LexisNexis Interaction business development initiative, how law firms can identify new strategies and tactics in their 2021 business plans, and the most effective business development techniques for the New Year.

Data and Distinction in 2021

Mon, 07 Dec 2020 00:58:00 -0500

I spoke with Pieter van der Hoeven, the co-founder and CEO of Clocktimizer, a business intelligence platform designed to help law firms make data-driven decisions related to matter management, budgeting, and pricing. We discussed the current challenges for law firm leaders, pricing managers, and legal project management professionals, why firms need to analyze their data in the current climate, and how legal professionals can distinguish themselves in 2021.

Leveraging Technology to Solve Business Problems

Wed, 02 Dec 2020 01:02:00 -0500

I spoke with Jeff Catanzaro, the executive vice president of contracts, compliance, and commercial services at Integreon, a global managed services provider, and Ajay Agrawal the co-founder and chairman of SirionLabs, a provider of artificial intelligence-powered contract lifecycle management technology. We discussed the partnership between Integreon and SirionLabs, why the contract lifecycle management sector has become so popular, how the pandemic has impacted the growth of contract lifecycle management, and whether corporate legal departments are taking a greater interest in leveraging technology to solve business problems.

E-Discovery Unfiltered and Understanding Innovation Velocity

Mon, 30 Nov 2020 01:02:00 -0500

I spoke with Victoria Blake, the senior director of product at Zapproved, a cloud-based software company that builds e-discovery tools for corporate legal, from legal holds through processing and review. We discussed the E-Discovery Unfiltered report, how the pandemic has impacted the way legal teams manage litigation, what litigants should understand about e-discovery, why the appetite for the cloud is so strong, and how e-discovery will evolve in 2021.

Codelex and Legal Tech in Mongolia

Tue, 24 Nov 2020 01:02:00 -0500

I spoke with Zolo Mundur, the CEO of Codelex, a Mongolia-based developer of legal technology and the creator of a lawyer-to-lawyer legal document marketplace called Lexub. We discussed the genesis of Lexub, how the legal document marketplace is evolving, and where legal tech in Mongolia is headed.

ISDA Create and the Future of Client Collaboration

Mon, 16 Nov 2020 01:07:00 -0500

I spoke with Megan O’Flynn, the assistant general counsel at the International Swaps and Derivatives Association (ISDA), and Doug Donahue, a partner in the finance practice at Linklaters in New York City. We discussed ISDA Create, a collaboration between the association and Linklaters, how developing tools with outside counsel can impact client expectations, and ways that projects of this type can influence the attorney/client relationship.

Incorporating the Entrepreneurial Mindset into Legal

Thu, 12 Nov 2020 01:07:00 -0500

I spoke with Maya Markovich, the Chief Growth Officer at Nextlaw Labs, and one of ILTA’s five “Influential Women of Legal Tech” for 2020. We discussed the skills that future lawyers will need to succeed and how can they obtain them, how the entrepreneurial mindset aligns with how lawyers approach problem-solving, and ways that the pandemic has affected innovation in legal.

How the Relationship Between Outside Counsel and Their Clients is Evolving

Tue, 10 Nov 2020 07:00:00 -0500

I spoke with Steven Walker, a managing director with Deloitte Legal Business Services, where he is responsible for legal management consulting, spend management, and legal operations services. We discussed the objective of the legal business services team, how the pandemic is reshaping the delivery of legal services, what legal teams can expect in 2021, and how the relationship between outside counsel and their clients is evolving.

New Law and the Rise of ALSPs

Fri, 06 Nov 2020 01:11:00 -0500

I spoke with Brad Blickstein and Bea Seravello, the co-leaders of the New Law practice at Baretz+Brunelle, a strategic advisory communications firm. We discussed the genesis of the New Law practice group and its recent report: Home Court Advantage: The Am Law 100 Moves Into Alternative Legal Services. We also spoke about the mini-maturity model for captive ALSPs and the Blickstein Group’s Annual Law Department Operations Survey.

Flexible Lawyering

Wed, 04 Nov 2020 01:11:00 -0500

I spoke with Jackie Donner, the co-founder and CEO of Lawflex, an alternative legal services provider based in Israel, teaming experienced lawyers with law firms, financial institutions, and other corporations on a flexible basis. We discussed the genesis of Lawflex, how the pandemic has impacted the use of alternative legal services, and where she sees the greatest opportunity for growth.

Law Firm Changes That Will Outlast the Pandemic

Mon, 02 Nov 2020 01:11:00 -0500

I spoke with Chris Stock, the CEO of PCLaw | Time Matters and a member of LEAP’s board of directors as he is the former CEO of LEAP USA. We discussed the key challenges that law firms are facing today, how law firms are adapting to the pandemic, advice for law firms that are struggling now, how the pandemic has affected legal technology generally, and the changes to the profession that will outlast the pandemic.

Productivity During and After the Pandemic

Thu, 29 Oct 2020 01:14:00 -0400

I spoke with Dean Sappey, the president and co-founder of DocsCorp, a software company that develops a range of document productivity and security tools for law firms. We discussed how the pandemic has impacted technology preferences in legal, which changes will remain permanent, DocsCorp’s acquisition of Verowave Technologies, and ways that productivity is shifting as a result of the virtual/work-from-home climate.

Driving Legal Forward

Fri, 23 Oct 2020 01:14:00 -0400

I spoke with Scott Mozarsky, a managing director with JEGI, a middle-market investment bank, who is leading the firm’s legal and compliance practice. We discussed the strength of the legal market, the enthusiasm for legal technology, what investors are looking for in legal, and where legal is headed.

Testimony Management and Capturing the Record

Mon, 19 Oct 2020 01:14:00 -0400

I am speaking today with Rob Feigenbaum, the co-founder and CEO of Prevail Legal, a testimony management platform. We discussed the genesis of Prevail Legal, the appeal of the court reporting sector, the difference between using a trained court reporter and a testimony management platform to capture the record, and the impact of the pandemic on how professionals view remote reporting.

E-Discovery and Workplace Communications

Fri, 16 Oct 2020 01:18:00 -0400

I spoke with Matt Mahon, the National Manager for Information Governance and eDiscovery Sales at Ricoh. We discussed the workplace communications challenges that e-discovery and information governance practitioners are facing, whether professional communication has become more casual in this remote and work-from-home environment, and the challenges associated with interpreting emojis.

Enhancing Law Firm Operations With a Digital Workspace

Wed, 14 Oct 2020 01:18:00 -0400

I spoke with Robert Gray, the CEO of Legality Software, a subsidiary of Matters in Motion and a provider of custom-development solutions and other technology for legal professionals. We discussed the genesis of Legality Software, how the challenges of running a law firm changed, ways that the pandemic has forced the legal marketplace to change, and the benefits of the One Step Workspace.

Design Thinking in Navigating Legal Transitions

Mon, 12 Oct 2020 01:18:00 -0400

I spoke with Katherine Porter, an executive coach for female attorneys and the founder of the Transition Navigator. We discussed how design thinking can enhance a professional’s work, its relationship to the practice of law, the advantages of incorporating a designer’s mindset to client service in legal, ways to overcome the barriers to using design thinking to improve law firm operations, and how it can help law firms through this period of uncertainty.

Meaningful Legal Entity Management

Fri, 09 Oct 2020 01:22:00 -0400

I spoke with Adrian Camara, the CEO of Athennian, a developer of legal entity management software. We discussed who uses legal entity management software, what the focus on legal entity management indicates about the changing nature of legal services, and the challenges associated with raising capital in the current environment.

Adapting Litigation to a Virtual Environment

Wed, 07 Oct 2020 01:22:00 -0400

I spoke with Phil Anthony, Ph.D., division president at DecisionQuest, a U.S. Legal Support company. We discussed how the pandemic has changed trial consulting, ways to adapt in-person litigation to a virtual environment, how legal professionals are approaching virtual depositions and trials, and reactions from jurors to COVID-19.

Going Public in the Pandemic

Thu, 01 Oct 2020 01:22:00 -0400

I spoke with Johannes Stiehler, the CEO of ayfie Group, an Oslo-based company that provides technology for collecting and processing data from different silos using linguistic technology. We discussed the company’s mission, how the appeal of linguistic technology at law firms and corporate legal departments has evolved, and ayfie’s listing on the Merkur Market in Oslo in July of 2020.

The Appetite for a Suite of Tools in Legal

Tue, 29 Sep 2020 01:25:00 -0400

I spoke with Soumya Nettimi and Sarah Schaaf, the CEO and general manager of payments, respectively, for ASG LegalTech, a platform of legal SaaS products including PracticePanther, Bill4Time, MerusCase, and now following its recent acquisition, Headnote, of which Sarah is a co-founder and the former CEO. We discussed the alignment of Headnote with ASG LegalTech’s suite of products, how the future of payments in legal is evolving, and what the appetite for a suite of technology tools indicates about the shift in the business of law.

Outsourced In-House Counsel

Wed, 23 Sep 2020 01:25:00 -0400

I spoke with Amy Osteen, the founder of Outside CLO, a service for corporations that need an outsourced chief legal officer. We discussed why a company would outsource its in-house counsel needs, how that work differs from outside counsel at a law firm, and how the pandemic has impacted the appeal of outsourced in-house counsel services.

The Convergence of Consulting and Chat Software

Fri, 18 Sep 2020 01:25:00 -0400

I spoke with Jared Correia, the founder and CEO at Red Cave Law Firm Consulting, and the co-founder of Gideon Software, a website chatbot and automatic scheduling tool built exclusively for law firms. We discussed the challenges that Gideon helps law firms address, ways that the pandemic impacts how lawyers approach and use technology, and advice for launching a consulting practice and a legal tech startup.

The Impact of Automation on the Practice of Law

Wed, 16 Sep 2020 01:36:00 -0400

I spoke with Evan Shenkman, the senior director of knowledge management at Fisher Phillips, a labor and employment law firm. We discussed how knowledge management has changed over the past few months, the firm’s recent alliance with LegalMation and Thomson Reuters, how it will benefit clients and practitioners, and what the heightened focus on automation means for the future of the practice of law.

Calling All Lawyer Mom Owners

Mon, 14 Sep 2020 01:36:00 -0400

I spoke with Carolyn Elefant, an attorney, who focuses her practice on energy and environmental matters. She is also the author of several books, including the popular, Solo by Choice: How to Be the Lawyer You Always Wanted to Be, and has been blogging at MyShingle for almost 18 years. She is producing a virtual conference called the Lawyer Mom Owner Summit for lawyers who are moms that own or want to start a law firm. We discussed the Summit, what its attendees can expect, and how the practice of law has changed.

No-Code CLM and the Changing Legal Marketplace

Thu, 10 Sep 2020 01:37:00 -0400

I spoke with Eric Laughlin, the CEO of Agiloft, a provider of contract and commercial lifecycle management software. We discussed his new role at Agiloft, how the pandemic has impacted the way companies leverage CLM, the overall market changes he is seeing, and the challenges associated with raising capital in the current environment.

Law Firms Creating Related Businesses

Tue, 08 Sep 2020 01:42:00 -0400

I spoke with Ray Biederman, a partner with Mattingly Burke Cohen & Biederman in Indianapolis, the co-founder and CEO of Proteus Discovery Group, and the president of DiscoveryMaster. We discussed whether attorneys with large firm backgrounds should take the leap and start their own firms, the trend of attorneys and law firms to develop related businesses, and the most common misconceptions or frustrations about e-discovery.

Analytics and the Approaching Wave of Litigation

Fri, 04 Sep 2020 01:44:00 -0400

I spoke with Nicole Clark, the co-founder and CEO of Trellis, a legal analytics platform that uses AI and machine learning to provide state trial court litigators with strategic legal intelligence and judicial analytics. We discussed what it will take for courts to return to a pre-pandemic level of activity and how the appetite for legal intelligence and judicial analytics is evolving.

The Practice Management Pivot

Wed, 26 Aug 2020 01:44:00 -0400

I spoke with Terry Dohrman, a co-founder and the Chief Revenue Officer for Litify, the developer of a practice management software platform. We discussed how the case management needs of law firms and legal departments are changing, shifts in the way legal teams are managing their matters in the pandemic, and the catalyst for the company’s collaboration with Assure Disability.

Empowering the Paperless Office

Mon, 24 Aug 2020 01:50:00 -0400

I spoke with Curt Meltzer, the former chief information officer for various large law firms and an evangelist for Litera, a software company that provides document lifecycle and deal management solutions to the legal profession. We discussed why law firms are embracing the paperless office, how they are leveraging technology for digital transformation, and the impact of the remote working environment on software adoption.

Gratitude, Empathy, and a Decade of Lessons as General Counsel

Fri, 21 Aug 2020 01:50:00 -0400

I spoke with Matt Fawcett, the general counsel of NetApp, a Fortune 500 cloud data services and data management company. We discussed the challenges of designing and implementing a new approach to delivering a company’s legal services, ways to build trusted networks virtually, his 10th anniversary as NetApp’s General Counsel, the importance of gratitude, and his advice for thriving in the current environment.

Helping Legal Teams Reimagine the Tech Toolkit

Wed, 19 Aug 2020 01:50:00 -0400

I spoke with Ab Saraswat, host of the popular Fringe Legal podcast and the vice president of international sales for Litera Microsystems, a software company that provides document lifecycle and deal management solutions to the legal profession. We discussed how international law firms have fared in the pandemic in comparison to their US counterparts, how knowledge management teams are elevating their influence, and the challenges and opportunities for legal professionals in the remote working environment.

Telling Better Stories to Promote Better Business Decisions

Mon, 17 Aug 2020 01:58:00 -0400

I am speaking today with Daniel Gold, the leader of BDO‘s Managed Services practice. We discussed, the top three trends impacting the legal industry in 2020, the challenges and opportunities that legal professionals are likely to face in the next year, the litigation and compliance matters that have arisen in the pandemic, and how BDO’s Athenagy offering addresses them.

PACER, the Pandemic, and Knowledge Management at Law Firms

Fri, 14 Aug 2020 01:58:00 -0400

I spoke with Anna McGrane, the chief operating officer and co-founder of PacerPro, a legal software service that improves access to PACER, and Joshua Fireman, the founder of Fireman & Company, a knowledge management and technology consultancy. We discussed Fireman & Co’s white paper: Knowledge Management With PacerPro, how the use of PACER data aligns with knowledge management improvements at law firms, and ways that the pandemic has impacted KM initiatives at law firms.

Deciding Whether to Enroll in Law School

Wed, 05 Aug 2020 01:58:00 -0400

I spoke with Anjie Vichayanonda, the founder of Leg Up Legal, a mentoring program and platform for prospective law students. We discussed the genesis of Leg Up Legal, the Virtual Legal Career Boot Camp, legal career challenges and opportunities, and whether you should enroll in law school this fall.

The Successful Journey from Law Firm Partner to Legal Tech Startup Founder to Senior Executive

Fri, 31 Jul 2020 02:02:00 -0400

I spoke with Haley Altman, the global director of business development and strategy for Litera, a document lifecycle software provider. We discussed her transition from law firm partner to legal tech startup founder to senior executive at a software firm that acquired her company, Litera’s acquisition strategy, how the remote working environment has impacted the way Litera’s customers use its software, how the document lifecycle sector is evolving.

An Apprentice-Style Approach to Alternative Legal Services

Wed, 29 Jul 2020 02:02:00 -0400

I spoke with Jonathan Greenblatt, the chairman and co-founder of Legal Innovators, an alternative legal services provider. We discussed the genesis of Legal Innovators, its apprentice-style approach, ways that it has adjusted its model to help firms and law departments meet surge capacity during the pandemic, and best practices that law firms and law departments should apply to thrive during this period of uncertainty.

Supporting Buyers of Legal Services in the Current Climate

Thu, 23 Jul 2020 02:02:00 -0400

I spoke with Ed Sohn, the head of solutions at Factor, a provider of legal managed services. We discussed the distinctions between law firms, legal tech vendors, managed services providers, and the Big 4, the biggest challenges for buyers of legal services in this climate, and where legal is headed.

The Value of Video in Promoting Your Practice

Tue, 21 Jul 2020 02:05:00 -0400

I spoke with Brian Albert, the co-founder and CEO of Videobolt.com, a cloud-based platform for creating affordable custom videos with professional spokespeople. We discussed the genesis of Videobolt.com, how it works, the advantage of using a professional spokesperson in your videos, how the pandemic impacted Videobolt.com, and how video in legal marketing is evolving.

Leadership and Growth in a Crisis

Thu, 16 Jul 2020 02:06:00 -0400

I spoke with Joey Seeber, the co-founder and CEO of Level 2 Legal Solutions, a provider of managed services focused on privacy, compliance, and litigation. We discussed how Level 2 Legal has adapted to the current environment, the opportunities for growth, leadership and advice for chief executive officers in the legal industry, and where the legal sector is headed.

Key 2020 Law Department Trends

Tue, 14 Jul 2020 02:06:00 -0400

I spoke with Aaron Pierce, the vice president and general manager for CounselLink, a legal and spend management solution for law departments. We discussed the 2020 ELM Trends Report, how COVID-19 is impacting law firm consolidation, ways that legal departments have had to pivot in the pandemic, the matter types that have changed most drastically, and how legal departments may manage their legal spend for the remainder of 2020.

Studying Legal Spend and Streamlining Workflows

Thu, 09 Jul 2020 19:32:00 -0400

I spoke with Nicholas d’Adhemar and Stephen Wilcock, the CEO and CTO, respectively, of Apperio, a legal technology company that provides automated legal spend tracking, management, and analysis solutions. We discussed how Apperio reflects the goals of the ongoing corporate legal operations revolution which focuses on cost-effectiveness, efficiency, and streamlined workflow, and comparisons between the legal tech communities in the U.K., Europe, and the U.S.

Automating the Contract Markup Process

Tue, 07 Jul 2020 19:32:00 -0400

I spoke with Dan Broderick, the co-founder and CEO of BlackBoiler, a startup that offers a patented contract editing tool. We discussed the benefits of using an automated contract markup tool, changes in how clients have used and purchased technology, best practices for legal operations and in-house legal teams beginning a contract automation project, and how the market for automated contract markup technology is evolving.

Sales Enablement in Legal

Thu, 02 Jul 2020 19:32:00 -0400

I spoke with Ray Meiring , the CEO of Qorus Software, a sales enablement platform for remote proposal management. We discussed how sales enablement is impacting law firms, how COVID-19 impacted the law firm approach to RFPs and proposal management, the impact of proposal management software, how AI is impacting the field’s development, and where RFP and proposal management for law firms is headed.

Maneuvering Through Career Disruption

Tue, 30 Jun 2020 19:36:00 -0400

I spoke with Rich Robinson, the Director of Legal Operations & Litigation Support for Toyota Legal One, which is part of Toyota Motor North America. We discussed ways that career disruption has changed, how professionals can adapt to the current environment, overcoming the reluctance to pivot, and maximizing opportunities.

The Changing Contract Analytics Landscape

Fri, 26 Jun 2020 19:36:00 -0400

I spoke with Vishal Sunak, the founder and CEO of LinkSquares, an artificial intelligence-based contract analytics platform. We discussed the genesis of LinkSquares, how corporations manage contracts differently from law firms, whether that is changing in light of the COVID-19 crisis, how the landscape for contract litigation will evolve once the courts return to their standard, if not normal, operations, and advice for founders of legal tech start-ups navigating the challenges of expanding their business.

Selling Legal Services by Subscription

Wed, 24 Jun 2020 19:37:00 -0400

I spoke with Jon Tobin, a lawyer and the founder of Counsel for Creators, which is a Los Angeles-based law firm that works with clients in the arts, entertainment, software development, and other sectors, and offers a legal services subscription to make the law accessible for small businesses. We discussed the advantages of a subscription model for lawyers, ways that it empowers clients, and how to develop one.

Navigating Uncertainty Through Data-Driven Forecasting and Precise Cost Modeling

Mon, 22 Jun 2020 19:40:00 -0400

I spoke with Haresh Bhungalia, the CEO of Casepoint, a provider of e-discovery software. We discussed the genesis of Casepoint, how it has adapted to the challenges presented by COVID-19, ways that legal technology companies can manage the current uncertainty and continue to generate momentum, how companies can use data-driven forecasting and precise cost modeling to guide them as the market shifts, and what can legal providers do to prepare now for the expected increased demand in litigation.

Raising Money in Legal Tech During a Pandemic

Thu, 18 Jun 2020 19:40:00 -0400

I spoke with Michael Grupp , the founder and CEO of BRYTER, a no-code platform for building digital applications in the legal and compliance industries. We discussed the genesis of BRYTER, how it works, its most popular use cases, how BRYTER’s team adapted to the remote working environment, its successful round of funding during the pandemic, and its expansion plans.

Empowering Female Founders

Tue, 16 Jun 2020 19:40:00 -0400

I spoke with Dana Denis-Smith, the founder and CEO of Obelisk Support, a UK-based company that provides flexible legal services worldwide. We discussed the genesis of Obelisk Support, how the company has adapted to the COVID-19 crisis, the skills that are necessary to thrive in the current environment, and her research focused on empowering female founders.

Embracing Uncertainty and Accelerating Agility

Thu, 11 Jun 2020 19:48:00 -0400

I spoke with Ray Bayley and Lois Haubold, the co-founders of Novus Law, a global legal services practice. We discussed how corporate legal departments, law firms, and legal services organizations are reimagining their work in the current environment, how legal teams will operate going forward, and how the legal profession is evolving to accommodate a remote culture.

The Impact of Unsupervised Machine Learning

Tue, 09 Jun 2020 19:48:00 -0400

I spoke with John Snyder, the co-founder and CEO of Agnes Intelligence, an artificial intelligence software tool for searching and reviewing data. We discussed the genesis of Agnes Intelligence, where artificial intelligence is most effective and least effective, and the trajectory of e-discovery.

Transforming Transactions in a Virtual World

Fri, 05 Jun 2020 19:48:00 -0400

I spoke with Will Norton, the co-founder and CEO of SimplyAgree, a signature and closing management platform for transactional attorneys. We discussed the genesis of SimplyAgree, the transactions they are accommodating, the challenges associated with leveraging technology for closing management, and how the transition to remote work is impacting SimplyAgree and the overall legal market.

Revisiting Legal Timekeeping

Wed, 03 Jun 2020 19:54:00 -0400

I spoke with Gary Markham, the founder and CEO of Bilr, a legal billing software platform. We discussed the genesis of Bilr, how it differs from other time entry tools on the market, the biggest challenges associated with legal timekeeping, why it has become such an important issue for law firms, and where timekeeping is headed.

A Legal Tech Founder’s Perspective on Returning to a Central Office

Mon, 01 Jun 2020 19:54:00 -0400

I spoke with Mona Datt, the founder and CEO of both Loom Analytics, a legal analytics software company, and eDecree, a legal and insurance transcription company. We discussed how she has helped her teams work from home, the biggest challenges she has faced in that effort, how she is preparing to return to a physical office, and her recommendations for other companies transitioning back to a central location.

Maximizing the Value of Virtual Summer Associate Programs

Thu, 28 May 2020 19:54:00 -0400

I spoke with Grover Cleveland, a former law firm partner and the founder of Lessons for Sharks, a firm that provides programs and coaching to increase lawyer performance. He is the author of Swimming Lessons for Baby Sharks: The Essential Guide to Thriving As a New Lawyer. We discussed how summer associate programs have adapted to the current crisis, the challenges of creating rich, virtual experiences, and best practices for ensuring that these initiatives succeed.

Spotlighting Legal Value

Tue, 26 May 2020 23:50:00 -0400

I spoke with Chris Ende, the Chief Value Officer at Goulston & Storrs, and Michael Byrd, the Global Process Owner at Baker McKenzie, who are board members for the Legal Value Network, a new organization dedicated to the business of law. We discussed the genesis of the Legal Value Network, the benefits of participating in it, ways that its programming will adapt to a virtual environment, and how the concept of legal value is evolving.

Navigating a New Era of Virtual Events

Fri, 22 May 2020 20:02:00 -0400

I spoke with Matt Homann, the founder of Filament, a company that designs and facilitates virtual and in-person meetings. We discussed the genesis of Filament, whether you can replicate a memorable in-person event experience online, recommendations for developing successful online programs, and how legal events are evolving.

Aligning KM and Litigation Support

Thu, 21 May 2020 20:02:00 -0400

I spoke with Josh Schoen, the CEO of AiLanthus, a litigation collaboration platform and knowledge management system. We discussed the genesis of AiLanthus, how collaboration and knowledge management align with litigation support, and ways that legal technology is adapting to the current crisis.

Innovations in Court Reporting

Mon, 18 May 2020 20:03:00 -0400

I spoke with Brandon Greenblatt, the CEO of Precision Reporters, which provides litigation support and court reporting services. We discussed how the COVID-19 pandemic has impacted court reporting, the practical innovations and preparations his company is making for the move to virtual litigation, and how advancements in court reporting align with the rapid advancements taking place in legal technology.

Enabling Experts to Showcase Authentic Authority Online

Wed, 13 May 2020 20:07:00 -0400

I spoke with James Barclay, the head of client success at Passle, a sales and marketing platform focused on professional services. We discussed how professionals should approach content creation in the current environment, ways that Passle enhances how individuals can broadcast content, the benefits of a LinkedIn audit, and how content creation has changed in a work-from-home world.

Empowering CLM with Contract Analytics

Mon, 11 May 2020 20:08:00 -0400

I spoke with Arthur Raguette, the co-founder and executive vice president of Ultria, an artificial intelligence-based contract management platform. We discussed how working from home has changed how legal professionals are leveraging technology, how to align what artificial intelligence can do with the expectations of what it should do, and where contract management technology is headed.

Managing Global Litigation, Arbitrations, and Mediations Remotely

Fri, 08 May 2020 20:08:00 -0400

I spoke with Graham Smith-Bernal, the founder and CEO of Opus 2 International, a case management software platform. We discussed how Opus 2 integrates with the array of software tools that a typical law firm leverages, global litigation, arbitration, and mediation trends, how virtual hearings and court proceedings will evolve.

Virtual Depositions in a Time of Social Distancing

Wed, 06 May 2020 20:20:00 -0400

I spoke with Mike Hewitt, the CEO of vTestify, which provides virtual deposition software and services. We discussed how vTestify differs from Zoom, the role of remote hearings and depositions as social distancing restrictions are eased, and how litigation is evolving.

The Transformation of Legal Technology Training

Fri, 01 May 2020 20:20:00 -0400

I spoke with Joy Murao, the founder and CEO of Practice Aligned Resources, a legal technology consulting and education company. She is also a member of the advisory board for the Association of Certified E-Discovery Specialists. We discussed how legal technology training has evolved since she started Practice Aligned Resources in 2015, how the emergence of legal operations in both law firms and corporate law departments has impacted expectations of how skilled legal professionals need to be, the impact of advanced training on one’s career, and where legal technology training is headed.

System-Level Change Versus Transaction-Level Change in Legal

Wed, 29 Apr 2020 20:21:00 -0400

I spoke with Mike Whelan, Jr., a lawyer and communications strategist, who is the author of Lawyer Forward: Finding Your Place in the Future of Law. We discussed his inspiration for Lawyer Forward, how the law firm business model is changing, his vision for a modern law practice, ways that legal education needs to adapt, techniques law firms can employ to train and support their professionals, and how law students and newer lawyers can reimagine their futures in the profession.

Making the Most of Legal Metrics

Mon, 27 Apr 2020 21:18:00 -0400

I spoke with David Cunningham, the chief information officer at Winston & Strawn in Houston. He is leading the Legal Metrics initiative, which is an industry-wide group designing a solution to understand and visualize legal operations metrics. We discussed the genesis of the initiative, how metrics can change behavior, and ways that Legal Metrics will help law firms, law departments, other legal organizations.

Entering a New Era of Legal Education

Thu, 23 Apr 2020 21:18:00 -0400

I spoke with Lutz-Christian Wolff, Steven Gallagher, and Joyce Wong, the dean, associate dean for teaching and learning, and faculty secretary, respectively, at the Faculty of Law at The Chinese University of Hong Kong. We discussed the university’s approach to legal education, how its professors have altered their teaching styles and methods to adapt to distance learning, evaluating student performance remotely, and which elements of the new model of education will become permanent.

The Rapid Transformation to a Remote Global Workforce

Wed, 15 Apr 2020 21:18:00 -0400

I spoke with Bob Rowe and Jamie Berry, the CEO and litigation business unit leader, respectively, at Integreon, a provider of alternative legal services. We discussed the technology and workflow strategies necessary to rapidly transform a global company into a completely remote workforce, how to effectively protect client-sensitive documents and communications in that environment, and where the legal industry is headed in light of the current crisis.

The Impact of Technology Certifications on Your Career

Fri, 10 Apr 2020 21:24:00 -0400

I spoke with Tom O’Connor, a nationally-recognized consultant, speaker, and writer in the field of computerized litigation support systems, who is also a member of the global advisory board for the Association of Certified E-Discovery Specialists. We discussed why professionals seek certifications, the challenges associated with obtaining one, their impact on one’s career, and how they are evolving.

Automation and the Future of Legal Work

Thu, 02 Apr 2020 07:00:00 -0400

I spoke with Tom Dreyfus, the CEO and co-founder of Josef, an Australian legal automation platform. Prior to founding Josef, Tom worked as a litigator in Melbourne, Australia and clerked at the High Court of Australia. We discussed the genesis of Josef, why legal professionals should leverage automation, the benefits and risks of a distributed or ground-up approach to legal automation, and the future of legal work.

Reimagining the Accessibility of Legal Research

Tue, 31 Mar 2020 21:24:00 -0400

I spoke with Steve Tover, the founder of Anylaw, a free legal research platform. We discussed the genesis of Anylaw, how it differs from other legal research solutions, the company’s business model, and where the legal research sector is headed.

Business as Unusual: Leveraging AI to Navigate an Uncertain Climate

Thu, 26 Mar 2020 23:27:00 -0400

I spoke with Alex Babin, the CEO of ZERØ, an AI-powered email platform. We discussed the genesis of Zero, how it leverages artificial intelligence to help users manage their email, the value of ZERØ Lite, how law firms can reinvent themselves in a remote-first working environment, and the advantages of applying automation to law firm operations.

The Moment for Innovation in Legal

Tue, 24 Mar 2020 23:27:00 -0400

I spoke with Patrick DiDomenico, the chief innovation officer for Jackson Lewis, a large national labor and employment-focused law firm with more than 60 offices throughout the United States, and the author of Knowledge Management for Lawyers (American Bar Association, 2016). We discussed his mission at the firm, key challenges in the current crisis, best practices for law firms adapting to a completely remote working environment, and the role of legal technology in this transformation.

The Benefits of Business Intelligence in Legal

Fri, 20 Mar 2020 23:27:00 -0400

I spoke with Tom Jones, the founder and CEO, and Jeff Suhr, the senior vice president for Intellistat and Steere, respectively, for Iridium Technology, a business intelligence and financial analytics company. We discussed the genesis of Iridium Technology, the drivers of analytics in the legal field, and how the availability of robust and actionable data is driving change in the legal industry.

The Value of Aggregating Legal Technology Applications

Wed, 11 Mar 2020 23:34:00 -0400

I spoke with Josh Maley, the founder of Theorem, a platform designed to aggregate legal technology applications for law firms and corporate legal departments. We discussed the genesis of Theorem, how using it impacts how organizations manage their application suite, and advice for law firm and legal department leaders who are driving innovation.

Trends Impacting the Legal Industry in 2020

Fri, 06 Mar 2020 23:34:00 -0500

I spoke with Marco Maggio, the vice president of Strategic Practices for the All Covered division of Konica Minolta. We discussed the key trends impacting the legal industry in 2020, those which are most important to your clients, why the predictability of outcomes has become so important, and whether legal innovation is at a tipping point.

The Most Significant Data Privacy Issue Today

Tue, 03 Mar 2020 23:34:00 -0500

I spoke with Debbie Reynolds, the founder of Debbie Reynolds Consulting, who provides guidance to corporations on global data privacy, data protection, and legal technology issues. We discussed the genesis of her consulting practice, the most pressing data privacy issue that companies are facing today, best practices that companies should implement to maintain compliance, and the impact of the CCPA on data privacy in the US.

The Rise of Contract Analytics

Thu, 27 Feb 2020 02:59:00 -0500

I spoke with Jim Wagner, the president of Seal Software, a leader in enterprise contract analytics. We discussed his role at Seal Software, whether artificial intelligence has come of age for contract review, the demand for contract analytics software, what should potential users of contract analytics software should recognize before leveraging this technology, the biggest surprise in the legal profession’s journey toward digital transformation, and where the sector is headed.

The Evolution of Continuing Legal Education

Tue, 25 Feb 2020 02:58:00 -0500

I spoke with Chris Osborn, the co-founder of Reeltime Creative Learning Experiences, a national provider of continuing education and professional development programs. We discussed the genesis of Reeltime Creative Learning Experiences, the programs it offers, how the delivery of continuing legal education has changed, and how it will continue to evolve.

Advice for Securing Legal Tech Investors in 2020

Thu, 20 Feb 2020 02:58:00 -0500

I spoke with Jerry Ting, the CEO and co-founder of Evisort, an AI-powered contract analysis system. We discussed the genesis of Evisort and its recent $15 million investment, advice for legal tech entrepreneurs seeking investors in 2020, how investors should evaluate early-stage, pre-revenue companies in legal, ways that hopeful entrepreneurs could carve out their niche, and where legal tech is headed.

A New Trademark Conference Experience

Tue, 18 Feb 2020 03:07:00 -0500

I spoke with Nehal Madhani, the founder and CEO of Alt Legal, a company whose cloud-based IP docketing software helps legal professionals prepare and manage hundreds of thousands of IP filings and deadlines daily. We discussed the expansion of Alt Legal’s docketing business, its upcoming trademark law conference called Alt Legal Connect, the keynote presentation by Jack Newton, the co-founder and CEO of Clio, and how Alt Legal Connect and other events are influencing the distribution and development of legal technology.

Change Management and AI Adoption in 2020

Mon, 03 Feb 2020 03:07:00 -0500

I spoke with Jonah Paransky, the executive vice president and general manager of Wolters Kluwer ELM Solutions. We discussed how customers are leveraging ELM Solutions, their appetite for artificial intelligence, how AI aligns with legal operations, and lessons about how legal teams should apply AI.

Reinventing Contract Pre-Screening

Mon, 27 Jan 2020 03:07:00 -0500

I spoke with Tim Pullan, the founder and CEO of ThoughtRiver, an intelligent contract pre-screening platform. We discussed the genesis of ThoughtRiver, how its technology works, ways that its platform differs from others on the market, the value for its clients, and where the usage of this technology is headed.

Disrupting, Displacing, and Deconstructing Legal Services

Thu, 23 Jan 2020 03:19:00 -0500

I spoke with Varun Mehta, the CEO of Factor, formerly Axiom Managed Solutions, an organization focused on performing complex legal work at scale. We discussed Factor’s primary focus, whether it is necessary for a “new law” company to concentrate on a particular service or technology to succeed, what Factor is disrupting, who it is replacing in the buying cycle, and how legal services are evolving.

Successfully Responding to RFPs

Tue, 14 Jan 2020 03:20:00 -0500

I spoke with Matthew Prinn, the principal of RFP Advisory Group, a consulting firm that specializes in RFPs for the legal industry. We discussed key trends in how corporate legal departments are using RFPs, the biggest mistakes law firms make in responding to RFPs, and how RFPs and related technology are evolving.

Combining Vacation With Continuing Legal Education

Fri, 10 Jan 2020 03:20:00 -0500

I spoke with Mary DeSpain, the founder of Destination CLEs, a company that combines vacation with continuing legal education. We discussed the genesis of Destination CLEs, the advantage of associating leisure activities with professional education, and how this model of educating legal professionals reflects the changing nature of the practice.

Online Courts, the Future of Justice, and Being Bold in 2020

Thu, 02 Jan 2020 03:25:00 -0500

I spoke with Richard Susskind, the author of the newly released book, Online Courts and the Future of Justice, among many others, including The End of Lawyers? and The Future of the Professions. We discussed his inspiration for writing Online Courts, how it aligns with his prior work, the key messages that he hopes readers will take from the book, which courts will change first, and how listeners can be bold in transforming their careers and practices to prepare for a different future in the law.

The Impact of Technology on Business and Personal Travel

Fri, 27 Dec 2019 23:57:00 -0500

I spoke with Elena Borisova, the deputy general manager and director of sales and marketing for the Crowne Plaza – World Trade Center Hotel in Moscow, Russia. We discussed how hotels can gain distinction, ways that they tailor the experience for business travelers and tourists, and the impact of technology on travel.

Holiday Travel and Where Legal Tech is Headed in Europe

Fri, 20 Dec 2019 03:26:00 -0500

I spoke with Igor Mass, the co-founder and managing director of MyFlyRight, a Hamburg-based flight irregularity platform in Europe. We discussed the genesis of MyFlyRight, how it balances the legal and technical aspects of its operations, ways that its customers benefit from automation, the challenges of operating a European legal technology company, and where the legal tech sector is headed in Europe.

Meaningful Contract Management

Mon, 16 Dec 2019 03:26:00 -0500

I spoke with Olga Mack, the CEO of Parley Pro, a contract management platform for online negotiation. We discussed why the contract management field is developing so rapidly, the characteristics of a modern contract management platform, when organizations should consider implementing a contract management solution, and where this sector is headed.

How Law Firms Are Leveraging CRM and the Cloud

Thu, 12 Dec 2019 09:21:00 -0500

I spoke with Scott Wallingford and Scott Winter, the VP and GM of LexisNexis’ Law Firm Software Solutions and the Director of Product Management for InterAction, respectively. We discussed how law firms are leveraging CRM technology and the cloud, best practices for managing cloud-based data, and how compliance with the CCPA and GDPR are impacting ways law firms are leveraging technology.

The Alignment of Consulting and eDiscovery

Fri, 06 Dec 2019 18:54:00 -0500

I spoke with Mike Bryant and Ashish Prasad, the executive chairman and general counsel, respectively, for Haystack ID, a specialized e-discovery services company. We discussed how consulting aligns with eDiscovery, what is driving investment in this sector, how HaystackID is investing in innovation, and how e-discovery is evolving.

The Value of Global Partner Networks in Legal Software

Tue, 03 Dec 2019 09:21:00 -0500

I spoke with Chris Pogue, the head of partner connect at Nuix, a leading provider of e-discovery software. We discussed the value of establishing global partner networks, changes to the Nuix Partner Program, his vision for Nuix Connect, and the trajectory of this sector.

The Impact of Royal Commissions on Legal Tech in Australia

Tue, 26 Nov 2019 10:19:00 -0500

I spoke with Erick Gunawan, the head of forensics for Law In Order, a provider of e-discovery services in Australia. We discussed how law firms, consulting firms, and service providers leverage technology differently, the challenges of recruiting and retaining legal technology professionals in Australia, how Royal Commissions are impacting the legal technology community, and where the legal market in Australia is headed.

What Law Firms Will Be Called in the Future

Thu, 21 Nov 2019 10:24:00 -0500

I spoke with Paul Fontanot, the national practice group leader for forensic and technology services at Clayton Utz in Sydney, who is an equity partner in the firm, though he is not a lawyer. We discussed the services that the forensic and technology group provides, the impact on law firms of sharing equity with professionals who are not lawyers, and the future composition of professional services firms, including legal practices.

The Evolution of International eDiscovery

Mon, 18 Nov 2019 19:38:00 -0500

I spoke with Wendell Jisa, the CEO of Reveal Data, a provider of global eDiscovery and investigation software and services, which recently announced the establishment of its 19th worldwide data center and the launch of its Canadian operations. We discussed the genesis of Reveal Data, how it is helping law firms handle global eDiscovery, how cross-border eDiscovery differs from domestic eDiscovery, and the top challenges in this area.

LMA Northeast 2019: Turning Reader Data Into Business Development Wins

Thu, 14 Nov 2019 08:24:00 -0500

I spoke with Adrian Lürssen, co-founder and vice president of strategic development at JD Supra. We discussed his program at the 2019 LMA Northeast Regional Conference – How to Turn Reader Data Into Business Development Wins For Your Firm – why it is such an important topic, and the key takeaways he hopes attendees will be able to apply at their organizations.

AI for Solo Practitioners and Small Law Firms

Fri, 08 Nov 2019 19:38:00 -0500

I spoke with Maddy Martin, the head of growth and education at Smith.ai, which provides integrated phone and web chat services for solo and small-firm attorneys, including a virtual receptionist & intake service, live website chat, and a keypad cloud phone system. We discussed how Smith.ai leverages artificial intelligence in its phone and web chat services, the misconceptions about AI, and how the use of AI in solo practices and small law firms is evolving.

A Guide to Digitalization Projects for the Legal Community

Wed, 06 Nov 2019 19:38:00 -0500

I spoke with Timo Tschersig, the head of customer success for BusyLamp, a legal operations software platform, and Dr. Bernhard Waltl, a data scientist with BMW Group. Bernard is a co-founder of the Liquid Legal Institute in Germany and he and Timo are among the authors of the Institute’s 2019 Digitalization Guide. We discussed the guide, how it helps legal teams, and the impact of the Institute.

Demystifying M&A in Legal Tech

Wed, 23 Oct 2019 19:45:00 -0400

I spoke with Rick Weber, the co-founder and managing partner of Arbor Ridge Partners, a Legal Technology and Legal Services M&A advisory firm. We discussed the current state of M&A for legal technology and legal services companies, the difference between private equity and venture capital in the context of M&A, and where M&A in legal is headed.

Distinguishing Responses to Cyber Incidents and Data Breaches

Mon, 14 Oct 2019 19:45:00 -0400

I spoke with Jamie Berry, the litigation business unit leader at Integreon, a global provider of managed services. We discussed Integreon’s new Cyber Incident Response initiative, how cyber incident response differs from cyber or data breach response, the types of matters for which cyber incident response is best suited, and how this area is developing.

NYU Law and the Impact of Innovation

Thu, 10 Oct 2019 07:00:00 -0400

I spoke with Felicity Conrad, the co-founder & CEO of Paladin, a software platform that empowers pro bono activities in law firms, Christian Lang, the head of strategy at Reynen Court, a secure platform for law firms and corporate legal departments to adopt and manage their software, and Anna McGrane, the co-founder and COO of PacerPro, a system that simplifies access to Pacer, the online federal court filings system. We discussed New York University Law School’s series on legal technology, including its upcoming program on October 15, 2019.

The Benefits of Digitizing Law Firms

Tue, 08 Oct 2019 08:27:00 -0400

I spoke with Tomas Suros, the chief solutions architect at AbacusNext, the maker of HotDocs, a document automation software platform, AbacusLaw, a legal practice management solution, and Amicus Attorney, a case management system. We discussed the technology trends that are driving progress in law firms, their security challenges, how the transformation to digital platforms is helping firms reduce their cost of operating, and developments in leveraging the cloud in legal.

The Rise of Transaction Management

Mon, 30 Sep 2019 00:01:00 -0400

I spoke with Avaneesh Marwaha, the CEO of Litera Microsystems, a document lifecycle software provider. We discussed the company’s recent acquisitions of Workshare and Doxly, how Litera’s transaction management solution helps law firms, the alignment of transaction management and document drafting, and how this sector is evolving.

Reinventing eFiling

Mon, 23 Sep 2019 20:12:00 -0400

I spoke with Erez Bustan, the president and CEO of American LegalNet, a litigation workflow software company. We discussed the genesis of American LegalNet, the biggest challenges in litigation today, how the company’s new eFiling Portal from others in the marketplace, and the advantages of using an end-to-end litigation workflow platform.

Delivering Client Issue-Focused Solutions

Fri, 20 Sep 2019 00:10:00 -0400

I spoke with Sebastian Hartmann, the Global Head of Technology Strategy at KPMG in Frankfurt, Germany. We discussed his role at KPMG, how law firm and corporate leaders can scale and grow their businesses in the current environment, ways that technology is challenging the business model of traditional professional services firms, and how professional services firms are evolving.

Legal Tech CEO Shares Success Tips

Tue, 17 Sep 2019 20:12:00 -0400

I spoke with David Schnurman, the founder and CEO of Lawline, a leading provider of continuing legal education, and the author of The Fast Forward Mindset: How to Be Fearless & Focused to Accelerate Your Success (Highpoint Executive Publishing, 2019). We discussed his work at Lawline, the inspiration for The Fast Forward Mindset, the most impactful lesson in the book, its 30-day challenge, and suggestions for other entrepreneurs interested in writing a book, among other topics.

ILTACON 2019 Mixtape

Tue, 10 Sep 2019 07:28:00 -0400

I had the privilege of interviewing Jeff McCoy, Haresh Bhungalia, David Horrigan, Shawn Gaines, Ed Walters, Erez Bustan, Patrick DiDomenico, Ian Campbell, Brad Blickstein, Warrick McLean, Helle Schwartz-Grossman, Caterina Latte, Kim Taylor, Craig Carpenter, Scott Wallingford, Scott Winter, Sarah Schaaf, Rick Weber, and Tony Caputo at ILTACON 2019 and this is a mash-up of their perspectives.

Understanding Contract Intelligence

Tue, 03 Sep 2019 20:12:00 -0400

I spoke with David Alain Bloch, the co-founder and CEO of Legartis, a developer of an AI-powered contract intelligence software platform. We discussed the genesis of Legartis, ways that technology is influencing contract management, and how artificial intelligence-powered contracts are evolving.

Summer Friday: Enjoying the View in Santorini

Fri, 30 Aug 2019 07:00:00 -0400

I spoke with Christina Ypsilanti, the Maitre de Maison at the SunRocks Boutique Hotel in Santorini, Greece. We discussed the history of Santorini, Greece and its most popular attractions.

Legal Tech for Travel Disputes

Tue, 20 Aug 2019 00:12:00 -0400

I spoke with Philipp Kadelbach, the founder of Flightright, an automated service that helps passengers check and assert their compensation claims in Europe. We discussed the genesis of Flightright, how it works, the application of legal tech to travel, and whether technology is replacing lawyers.

ILTACON Spotlight: The Value of Firm Intelligence Over Experience Management

Fri, 16 Aug 2019 20:16:00 -0400

I spoke with Barry Solomon, executive vice president at Foundation Software Group, the developer of a firm intelligence platform used by lawyers, KM professionals, marketing and business development leaders, and an array of individuals responsible for the business and practice of law. We discussed the value of focusing on firm intelligence over experience management and how it is impacting law firms.

Understanding Litigation Finance

Wed, 14 Aug 2019 20:16:00 -0400

I spoke with Emily Hostage, a vice president at Burford Capital, a publicly-traded litigation finance company. We discussed how litigation finance differs from other forms of capital, the advantages, the difference between how a law firm and a corporate legal department uses litigation finance, ways to evaluate litigation risk, and where the litigation finance market is headed.

Summer Friday: Unwinding at a Wellness Resort in Crete

Fri, 09 Aug 2019 07:00:00 -0400

I spoke with Vassilis Poravos, the hotel manager at the Domes Noruz hotel in Chania, Crete. We discussed the influence of wellness activities on tourism, how technology is impacting modern travel, and the appeal of the Greek islands.

ILTACON and Cutting Through the Noise in Legal Tech

Tue, 06 Aug 2019 00:14:00 -0400

I spoke with Joy Heath Rush, the CEO of the International Legal Technology Association, which provides educational and networking opportunities for professionals who support the practice of law with technology. We discussed how the organization has changed in the past 2 1/2 decades, her vision for this year’s ILTACON, new programming, the advantages of attending, and how to cut through the legal tech noise.

The Appeal of AI in Legal

Tue, 30 Jul 2019 20:21:00 -0400

I spoke with Jerry Ting and Alex Su, the CEO and Director of Business Development, respectively, at Evisort, a software platform that provides artificial intelligence for contracts. We discussed why artificial intelligence has become so attractive in the legal sector, the benefits and challenges associated with implementing it, and where the field is headed.

Private Equity and the Rapid Pace of Change in Legal Tech

Thu, 25 Jul 2019 20:24:00 -0400

I spoke with Thomas Martin, an investment professional with Hg, a private equity firm that recently acquired Litera Microsystems and Workshare. We discussed the types of companies in which Hg invests, the appeal of legal technology, the impact of consolidation on innovation, and how a legal technology company can attract interest from a private equity firm.

The Trajectory of Document Management

Fri, 19 Jul 2019 20:24:00 -0400

I spoke with Ray Zwiefelhofer, the president of World Software Corporation, the maker of Worldox, a document management platform that thousands of law firms around the world use to manage their information. We discussed what law firms are looking for in their document management and how document management has evolved.

The Evolution of Attorney-Client Communication

Tue, 16 Jul 2019 22:13:00 -0400

I spoke with Ashley Pepitone, a practicing attorney in Atlanta and the co-founder of JurisBytes, the developer of JurisMS, a texting application for secure and private lawyer-client texting, which won the ABA Techshow Startup Alley competition in March. We discussed how attorney-client communication has evolved, current communication challenges, and advice for solo and small firm practitioners on selecting technology.

Distinguishing AI and Machine Learning in Corporate Legal

Thu, 11 Jul 2019 22:13:00 -0400

I spoke with Fayiaz Chaudhri, the CEO of Aimactek, an artificial intelligence and machine learning software developer focused on the legal industry. We discussed the genesis of Aimactek, the difference between AI and machine learning, how AI is transforming corporate law departments, and where its application is headed in the legal industry.

The Quirky Lawyer and Legal Technology in Spain

Mon, 08 Jul 2019 22:13:00 -0400

I spoke with Isabella Galeano, a law professor at Esade Law School in Barcelona, host of The Quirky Lawyer podcast, and the founder of The Technolawgist media platform. We discussed the genesis of The Technolawgist, how it aligns with The Quirky Lawyer podcast, trends in the Spanish legal market, ways that lawyers are distinguishing themselves in the current market, and the direction of the legal industry.

Improve Data Hygiene to Reduce the Cost of eDiscovery

Mon, 01 Jul 2019 07:00:00 -0400

I spoke with Nate Latessa, the president of Heureka, an index in place, search, and analysis software platform for corporate legal, compliance, and cybersecurity departments. We discussed the genesis of Heureka, the benefits of improving an organization’s data hygiene, how data classification impacts e-discovery, and where e-discovery is headed.

E-Discovery at Microsoft

Wed, 26 Jun 2019 22:33:00 -0400

I spoke with Rachi Messing, a Senior Program Manager at Microsoft, where he leads the company’s internal e-discovery team. We discussed how Microsoft manages its own e-discovery, how e-discovery has historically fit into Microsoft’s overall vision for a holistic workspace, where cloud-based e-discovery is headed, and Microsoft’s plans for e-discovery in 2019.

Law Firms Investing in Innovation Through Venture Capital

Fri, 21 Jun 2019 22:33:00 -0400

I spoke with Alex Nwaka, a principal with Touchdown Ventures, which provides venture capital services on behalf of leading corporations. We discussed the model of providing venture capital as a service, why law firms are investing in venture capital, how they are deploying their capital, and the challenges of supporting legal tech companies.

Aligning Legal Perspectives on a Global Scale

Fri, 14 Jun 2019 22:47:00 -0400

I spoke with Aileen Schultz, a Toronto-based business strategist, the co-founder of the Global Legal Hackathon, and the founder and president of the World Legal Summit. We discussed the genesis of the World Legal Summit, its mission, and how it differs from other legal events and organizations.

Unlocking the Practical Value of Artificial Intelligence

Fri, 07 Jun 2019 22:47:00 -0400

I spoke with Neil Sahota, an IBM Master Inventor, an advisor to the United Nations, and the co-author of Own the A.I. Revolution: Unlock Your Artificial Intelligence Strategy to Disrupt Your Competition (McGraw-Hill Education, May 22, 2019). We discussed his inspiration for writing the book, how legal professionals can unlock their artificial intelligence strategy, ways to filter out the noise, and tips for maximizing its benefits. Listen to our interview below:

GDPR One Year Later

Mon, 03 Jun 2019 22:47:00 -0400

I spoke with Josh Hass, the Head of eDiscovery and Information Governance at Charles River Associates, a global consulting firm focused on forensics. We discussed the first anniversary of the GDPR implementation date, how that regulation has changed the way organizations approach privacy and information governance, similar state-specific requirements, such as the California Consumer Privacy Act, ways that the European restrictions compare to the various U.S. initiatives, the e-discovery advantages to an organization that proactively focuses on its portfolio of data, and where the intersection of e-discovery and data privacy is headed. Listen to our interview below:

Streamlining Secure Collaboration

Thu, 30 May 2019 23:14:00 -0400

I spoke with Don Fuchs, the vice president of sales in North America for HighQ, a software platform that streamlines collaboration, legal service delivery, legal operations, and client engagement. In 2003, he co-founded Legal Anywhere, a provider of secure collaboration solutions for law firms, which HighQ acquired in the summer of 2018. We discussed the renewed interest and use of intranets within law firms, what they are trying to achieve with their intranets, and how law firms are using their intranets to add value to the employee and client experience. Listen to our interview below:

Best Practices for Evaluating Cloud Vendors in Legal

Thu, 23 May 2019 23:10:00 -0400

I spoke with Ronny Loew, the National Sales Director for ProCirrus Technologies, a cloud-hosting provider of end-to-end IT services for law firms. We discussed why law firms are embracing the cloud, how they can ensure the safety of their client data during a migration, ways to evaluate cloud vendors, and where cloud adoption is headed. Listen to our interview below:

Using Technology to Tell Better Stories in the Courtroom

Mon, 20 May 2019 07:00:00 -0400

I spoke with Travis Luther, the founder of Law Father, a legal technology and trial support firm, which is also the developer of trialline.net. We discussed the genesis of Law Father, the release of Trial Line, how technology has changed the way lawyers tell stories in the courtroom, ways that it has improved how they organize cases and develop strategies, and where case management technology is headed. Listen to our interview below:

Why Case Management Software Matters

Thu, 16 May 2019 23:24:00 -0400

I spoke with Ryan Anderson, the founder and CEO of Filevine, a case management system for attorneys. We discussed the genesis of Filevine, how it differs from similar tools on the market, why a case management system matters, how client expectations have impacted the modern practice of law, ways that better technology can facilitate adoption, and advice for transitioning from a practicing attorney to the founder of a legal tech startup. Listen to our interview below:

Running Out of Time in Legal Tech

Tue, 14 May 2019 23:24:00 -0400

I spoke with Matthew Volm, the co-founder and CEO of Tali, a voice-enabled time capture software tool. We discussed the genesis of Tali, how it works, the company’s announcement that it would be closing on June 30th, what legal tech startups should know before getting into the sector, tips for sifting through the hype and maintaining focus, and what’s next for the Tali team. Listen to our interview below:

Leveraging Technology to Align Different Generations of Lawyers

Thu, 02 May 2019 23:24:00 -0400

I spoke with Josh Taylor, an attorney and the lead content strategist at Smokeball, a practice management software platform for small law firms. We discussed how technology can help a law firm increase efficiency and streamline communication, the biggest hurdle that legal professionals need to overcome in order to implement new technologies, the advantages that multi-national legal tech companies enjoy. and where the use of technology in solo practices and small law firms is headed. Listen to our interview below:

Promoting Access to Justice Through Tentative Rulings in California

Mon, 29 Apr 2019 23:30:00 -0400

I spoke with Crawford Appleby, a Los Angeles-based transportation accident and qui tam attorney with Baum, Hedlund, Aristei & Goldman, PC by day and legal tech entrepreneur by night. He recently launched Rulings.law, a free, online database of tentative rulings written by California state court judges. We discussed his background, the genesis of Rulings.law, how attorneys can use the site, what the creation of Rulings.law indicates about the trends associated with predicting case outcomes, and advice for practicing lawyers interested in becoming legal tech innovators. Listen to our interview below:

How the Growth of Legal Operations is Changing Corporate Legal Teams

Tue, 16 Apr 2019 23:30:00 -0400

I spoke with Jodie Baker, the founder & CEO of Xakia Technologies, a matter management and legal data analytics software company for in-house legal teams. She is also the deputy chair of the Australian Legal Technology Association and co-chair of the Advisory Board to the Centre for Legal Innovation at The College of Law. We discussed the genesis of Xakia, how the use of tools like Xakia differ between small and large legal departments, ways that the growth of legal operations is changing corporate legal teams, and the trends driving the expansion of Australian legal tech. Listen to our interview below:

Coding Legal Apps With No Code

Fri, 05 Apr 2019 00:15:00 -0400

I spoke with Kim Massana, the president and CEO for Neota Logic, a low-code application development platform used by a variety of organizations throughout the legal community. We discussed his new role at Neota Logic, the advantages of low-code application development, and key use cases for this technology.

Transforming Legal With AI-Powered Contract Drafting

Tue, 02 Apr 2019 07:46:00 -0400

I spoke with Omer Hayun, the founder of Bestpractix, an AI-powered productivity platform for contract drafting. We discussed the genesis of Bestpractix, how it differs from other tools on the market, how it incorporates machine learning, and where the market for similar tools is headed.

Overcoming Matter Management Challenges

Fri, 15 Mar 2019 07:48:00 -0400

I spoke with Jonathan Reed, the co-founder and CEO of AdvoLogix, a cloud-based legal case and matter management solution for law firms and legal departments. We discussed the most pressing matter management challenges that law firms and corporate legal departments are facing today, best practices for overcoming them, the benefits that legal teams can expect from streamlining their matter management, and how it affects their overall business processes.

Reimagining Law Firm Marketing

Fri, 08 Mar 2019 23:30:00 -0500

I spoke with Deborah Farone, a law firm marketing advisor who served as the Chief Marketing Officer for Cravath, Swaine & Moore and Debevoise & Plimpton. She is the author of Best Practices in Law Firm Business Development and Marketing (Practising Law Institute, 2019), which is based on more than 60 interviews with leading law firm leaders and marketers, general counsel, and innovators in the profession.We discussed the genesis of Best Practices in Law firm Business Development and Marketing, the interesting discussions in the book, the legal industry changes that law firm leaders and marketers need to address, how they are incorporating innovation, their strategic and practice planning mistakes, and how law firms can create a distinct brand in the current competitive climate.

How Legal Challenges Differ Around the World

Tue, 05 Mar 2019 07:50:00 -0500

I spoke with Andrew Mellett, the co-founder and CEO of Plexus, the maker of Legal Gateway, a legal operating system used by a wide range of in-house legal teams. We discussed the genesis of Plexus, how the team identified the need for a legal-specific operating system, trends that are impacting the provision of legal services, how legal challenges differ around the world, the impact of artificial intelligence having on the legal industry, and ways that the role of the general counsel is evolving.

Empowering Military Spouses in Legal

Fri, 01 Mar 2019 07:50:00 -0500

I spoke with Jennifer Andres and Michael Gibeault, a Senior Review Manager and the Senior Director of Legal Services, respectively, at TCDI, a provider of litigation management and e-discovery software and services, which offers a Military Spouse Managed Review Program. We discussed the genesis of TCDI’s Military Spouse Managed Review Program, its impact, how this model of leveraging remote talent reflects the changing nature of legal services, the mechanics of participation, the response from clients, and other ways that corporate legal teams and law firms can collaborate with military spouses.

The Rise of Freelance Lawyers in 2019

Wed, 27 Feb 2019 07:50:00 -0500

I spoke with Greg Garman, the co-founder of LAWCLERK, an online marketplace of freelance lawyers, and a founding partner with Garman Turner Gordon. We discussed the genesis of LAWCLERK, how Garman balances his LAWCLERK responsibilities with those of a practicing lawyer, the type of firms for which LAWCLERK’s freelancers are most appropriate, the projects that LAWCLERK’s freelancers can handle, the risks and advantages associated with hiring freelance attorneys over full-time associates, and how the freelance market for attorneys will impact the profession in 2019.

Managing Document Review Teams in 2019

Mon, 25 Feb 2019 07:59:00 -0500

I spoke with Parkash Khatri and Cat Pray, the director of global discovery services and review manager, respectively, for Blackstone Discovery, an e-discovery solutions provider that covers the entire range of the EDRM. We discussed Blackstone’s focus on the pharmaceutical sector, how it manages document review teams, the litigation challenges that companies will face in 2019, ways they can overcome them, the application of predictive coding, and where e-discovery is headed.

Rewarding Legal Education Innovation

Sun, 24 Feb 2019 23:36:00 -0500

I spoke with Vikram Savkar, the Vice President and General Manager of International and Higher Education Markets at Wolters Kluwer Legal & Regulatory. We discussed how Wolters Kluwer works with law schools and students, why it created the Leading Edge Prize for Legal Education Innovation, how law schools are driving innovation to expand educational and career opportunities for students and how law schools can help their students prepare for life after graduation.

The Cloud Comes of Age in Legal

Thu, 21 Feb 2019 07:59:00 -0500

I spoke with Jack Newton, the co-founder and CEO of Clio, a leading practice management software platform at Legaltech 2019. We discussed the genesis of Clio, its tenth anniversary, the launch of Clio Grow, how companies can simultaneously manage growth while maintaining a unique culture, how expectations of legal technology have changed over the past decade, and the future of legal technology.

Strategies for Strengthening Law Firm IT

Tue, 19 Feb 2019 08:00:00 -0500

I spoke with Joseph Escobio, the Chief Information Officer for Klinedinst, a West Coast-based law firm, where he oversees all IT, e-discovery, and data services for the firm’s five offices. We discussed his role at Klinedinst, the IT challenges that law firms and legal professionals likely to face in 2019, how they differ from what they’ve seen in the past, ways that technology leaders within law firms can structure change, how law firms can align their efforts with their outside providers, and where legal IT is headed.

Legaltech Unplugged Day Three

Thu, 14 Feb 2019 07:00:00 -0500

Thank you to the following individuals for sharing their perspectives with me on the third day of Legaltech 2019:

Chris Bright, VP of Marketing, Zapproved
Ian Campbell, President & CEO, iCONECT
Corey Douglas, Director, Consilio
Monica Enand, CEO, Zapproved
Brad Harris, Distinguished Fellow of E-Discovery, Zapproved
Linda Kish, Chief Marketing Officer, Level 2 Legal Solutions
Tineke Mann, eBusiness Manager, The Information Management Group
Joy Murao, Founder & CEO, Practice Aligned Resources
Bill Piwonka, Chief Marketing Officer, Exterro
Ajith Samuel, Chief Product Officer, Exterro
Dr. Silvia Hodges Silverstein, Executive Director, Buying Legal Council
Kelly Struck, VP of Marketing, Consilio

Legaltech 2019: Building Trust in the Application of AI and Machine Learning

Tue, 12 Feb 2019 07:00:00 -0500

I spoke with Ryan Steadman, the chief revenue officer for Zero, at Legaltech 2019 about building trust in the application of AI and machine learning to time capture, email management, and other areas.

Legaltech 2019: Billing Best Practices

Mon, 11 Feb 2019 07:00:00 -0500

I spoke with Kevin Harris, a project manager for Orion Law Management Systems, at Legaltech 2019 about billing best practices.

Legaltech 2019: Technology-Enabled Services for Law Firms

Mon, 11 Feb 2019 07:00:00 -0500

I spoke with Rebecca Goodman-Stephens and Frank Vitale, the chief operating officer and chief marketing officer, respectively, for Berdon LLP, an accounting firm that provides technical and consulting services to law firms and other organizations, at Legaltech 2019 about Berdon Technology Services.

Legaltech 2019 Unplugged Day Two

Thu, 07 Feb 2019 07:00:00 -0500

Thank you to the following individuals for sharing their perspectives with me on the second day of Legaltech 2019:

Bob Ambrogi, Publisher of LawSites and Host of LawNext
Craig Ball, Court-Appointed Special Master and E-Discovery Consultant
Josh Becker, Chairman of Lex Machina and Head of Legal Analytics, LexisNexis
Shawn Gaines, VP of Marketing, Relativity
Caroline Hill, Editor-in-Chief, Legal IT Insider
Robert Hilson, Senior Marketing Director, Logikcull
Kate Holmes, Managing Director, FTI Technology
Jack Newton, Co-Founder and CEO, Clio
Chris Pogue, Head of Services, Security, and Partner Integrations, Nuix
Alexis Robbins, Marketing Manager, Knovos
Rod Vawdrey, Group CEO, Nuix

Legaltech 2019: Expanding E-Discovery Education

Tue, 05 Feb 2019 07:00:00 -0500

As part of my Legaltech 2019 series, I spoke with Doug Austin, the Vice President of Products and Professional Services for CloudNine and the editor of the E-Discovery Daily blog.

Perspectives from Legaltech 2019 Day One

Fri, 01 Feb 2019 07:00:00 -0500

Thank you to the following individuals for speaking with me on the first day of Legaltech 2019:

Lauren Amanda Adler, Director of Sales, Manzama
Dan Berlin, President & CEO, Tabs3 Software
Haresh Bhungalia, CEO, Casepoint
Justin Blessing, Founder, Compiled
Jessica Block, Data & Technology Practice Co-Lead, Ankura Consulting
David Carns, Chief Strategy Officer, Casepoint
Ginny Gonzalez, Chief Business Development & Marketing Officer, TCDI
Andrew King, Founder, E-Discovery Consulting & LawFest
Michelle Lange, VP, Workstorm
Jonathan Reed, CEO, Advologix
Ryan Steadman, CRO, Zero
Steve Scorziello, Head of Legal Operations, Harmon

An Unconference to Inspire Legal

Tue, 29 Jan 2019 07:00:00 -0500

I spoke with Christian Lang, a former attorney with Davis Polk & Wardwell, who is the new head of strategy at Reynen Court and the founder of the New York Legal Tech Meetup. He is producing a new legal technology conference on February 1, 2019 called Inspire Legal. We discussed his background, the genesis of Inspire.Legal, how this event differs from others, its relationship to the New York Legal Tech Meetup, the Inspire.Legal agenda, and what the creation of Inspire.Legal indicates about the current level of interest in legal innovation.

How to Remediate and Strengthen Your Compliance Programs in 2019

Tue, 22 Jan 2019 23:38:00 -0500

I spoke with Rith Kem and Mason Pan, both principals in the Compliance, Forensics, and Intelligence practice at Control Risks. Kem is the Technology Operations and Custom Solutions leader in the Americas, Europe, Africa, and the Asia-Pacific region, while Pan is the leader of the Data Analytics group for the Americas. We discussed trends the duo expects to see in analytics monitoring systems in 2019, how their clients are applying data to remediate and strengthen their compliance programs, and best practices for corporations interested in creating a center of excellence to manage risk indicators.

Gaining an Edge in Legal Research

Mon, 21 Jan 2019 08:04:00 -0500

I spoke with Erik Lindberg and Tonya Custis, the senior director for Westlaw Product Management and the senior director of Research at Thomson Reuters, respectively. We discussed the genesis of Westlaw Edge, how it differs from Westlaw, how its artificial intelligence technology differs from other tools on the market, the evolution of Westlaw, and where legal research is headed.

Dynamic Data Management to Optimize Spend

Wed, 16 Jan 2019 08:06:00 -0500

I spoke with Ketan Jhaveri and John Maloney, the co-CEO and Head of Client Success, respectively, at Bodhala, a legal data analytics company. We discussed the genesis of Bodhala, how its clients are using data analytics, who makes the decision to leverage legal data analytics within a corporate law department, the factors driving the use of data in large corporations, and where the legal industry is headed in 2019.

The Value of Video in Your Marketing

Fri, 11 Jan 2019 08:07:00 -0500

I spoke with Christina Hammond and Joe Hammond, the co-founders of Producify, a digital content production company. We discussed the genesis of Producify, the mistakes that legal professionals are making in showcasing their services with video, quick ways that marketing leaders can upgrade their firm’s videos, whether high-quality video requires professional equipment, and how this type of marketing is evolving.

Reimagining Innovation in Legal Education

Mon, 17 Dec 2018 08:15:00 -0500

I spoke with Gabe Teninbaum, a professor at Suffolk University Law School and the Director of the Institute on Legal Innovation & Technology. We discussed Suffolk University Law School’s Legal Innovation & Technology (LIT) lab, Spaced Repetition Systems, why law schools are incorporating initiatives like the LIT lab, essential skills that current law students must have, and how law schools will be changing in the next few years.

The 2019 Law Firm Innovation Roadmap

Wed, 12 Dec 2018 08:16:00 -0500

I spoke with Wendy Curtis (named the Most Innovative Lawyer of 2018 by the Financial Times), Kate Orr, and Daryl Shetterly, the Chief Innovation Officer, the Senior Innovation Counsel, and the Director of Orrick Analytics, respectively, for Orrick, a global law firm, which the Financial Times named North America’s Most Innovative Law Firm for the third consecutive year. We discussed the alignment of Orrick’s new legal tech investment initiative with the firm’s core business, why innovation has taken a more central role in law firm operations in the past year, the impact of Orrick Analytics on the firm’s innovation roadmap, how firms can coordinate their various innovation initiatives under a single effort, best practices for creating a culture of innovation at a large global organization, ways to build multi-disciplinary teams to execute on a unified vision, and how the era of law firm innovation is evolving.

The Relationship Between Blockchain and Legal Operations

Tue, 11 Dec 2018 08:16:00 -0500

I spoke with André König, the managing partner for professional services at BusyLamp, a corporate legal operations SaaS solution for billing, matter management, and sourcing. We discussed ways that in-house legal operations teams can benefit from artificial intelligence, the maturity level of blockchain in legal departments and law firms, the common use cases for AI and blockchain in the legal community, and how prospective users can get started.

Slack and How the Diversity of Communication is Impacting E-Discovery

Fri, 07 Dec 2018 08:24:00 -0500

I spoke with Keith Laska, a board member for Hanzo, a software provider that captures and preserves dynamic web content to help organizations meet compliance requirements, mitigate risk, and simplify e-discovery. We discussed the biggest challenges corporations are facing today in compliance, risk management, and e-discovery, what makes the diversity of communication so difficult to monitor and manage from a legal perspective, how companies can more effectively address e-discovery and compliance challenges surrounding the use of Slack, and how e-discovery is evolving in light of the changes in how professionals communicate.

Marketing a Legal Tech Start-Up on a Global Scale

Mon, 03 Dec 2018 08:24:00 -0500

I spoke with Sacha Kirk, the co-founder and chief marketing officer for Lawcadia, an Australian software company that helps in-house legal teams manage their outside counsel relationships, including selection, budgeting, and spend. We discussed the genesis of Lawcadia, why it is necessary for in-house legal teams to leverage technology to manage their outside counsel, the associated challenges, the best practices for marketing a legal tech start-up on a global scale, and where the Australian legal tech sector is headed.

The Future of E-Learning is Here

Mon, 26 Nov 2018 08:24:00 -0500

I spoke with Steve Gluckman, the founder and CEO of LawFirmElearning, a provider of customized on-demand learning for the legal industry. Steve is the co-author of E-Learning for Law Firms (American Bar Association, 2006) and a former senior fellow with Harvard University’s Center for Business and Government. We discussed the genesis of LawFirmElearning, how on-demand learning has changed across the legal industry, ways that law firms can leverage e-learning technologies, the challenges associated with doing so and where on-demand learning is headed.

Legal Tech in Ireland and Leveraging Practice Management Software to Gain a Competitive Advantage

Fri, 23 Nov 2018 08:32:00 -0500

I spoke with Sabina Horgan, the vice president of market development for Thread Legal, a practice management software provider based in Dublin. We discussed the genesis of Thread Legal, how small and mid-sized law firms can leverage technology to gain a competitive advantage, and the state of legal tech in Ireland.

Leveraging Analytics to Advance Legal Services

Tue, 13 Nov 2018 08:32:00 -0500

I spoke with Warren Agin, the director of professional development at LexPredict, a consulting firm focused on legal data strategy, and the founding chair of the ABA’s Legal Analytics Committee. We discussed his new role at LexPredict, the mission of the ABA’s Legal Analytics Committee, what lawyers need to do to adapt to new technologies, the practical applications of data and analytics, and how he sees the legal field evolving.

Reinventing Client Communication With Text Messaging

Fri, 09 Nov 2018 23:41:00 -0500

I spoke with Allison Josephy Key, the sales lead for ZipWhip, a platform that allows law firms and their clients to leverage the firm’s existing telephone infrastructure and interact through text messaging. We discussed how Zipwhip works, the features in its platform that are most appealing to legal professionals, how users can leverage this technology to enhance their marketing and business development, the advantages of communicating through text over phone and email, and how this level of communication is evolving within the legal profession.

Maximizing Content Migration

Fri, 02 Nov 2018 08:32:00 -0400

I spoke with Dan Anderson, co-founder and CEO of SeeUnity, a provider of content integration, migration, and synchronization products for law firms, corporations, and government agencies. We discussed the genesis of SeeUnity, the content integration challenges that law firms are facing, content transformation and how it helps law firms access, manage, and interact with their data, and what law firms should avoid as they migrate from on-premises content management systems to the cloud.

Legal Upheaval and Measuring Innovation

Thu, 01 Nov 2018 09:18:00 -0400

I spoke with Michele DeStefano, a professor of law at the University of Miami School of Law and the founder & executive director of LawWithoutWalls, a think tank designed to create innovations at the intersection of law, business, and technology. She is also a guest faculty member at Harvard Law School’s Executive Education program and the author of the newly released book, Legal Upheaval: A Guide to Creativity, Collaboration, and Innovation (American Bar Association, 2018). We discussed her background and work at the University of Miami School of Law, her motivation for writing Legal Upheaval: A Guide to Creativity, Collaboration, and Innovation, why she founded LawWithoutWalls, how the profession has changed in the years since she created that organization, whether innovation can be measured, and where the legal industry is headed, among other topics.

Knowledge Sharing Starts With Trust

Mon, 15 Oct 2018 09:18:00 -0400

I spoke with Hélène Russell, a UK-based knowledge management specialist and founder of The Knowledge Business. She helps law firms with their knowledge sharing and learning challenges through her books, training, and consulting. We discussed the genesis of The Knowledge Business, the benefits of knowledge sharing for law firms, her new program to promote virtual online coffee connections, her new book club, and how knowledge sharing programs will evolve in the coming year. Those interested in joining her virtual online coffee connections program or book club can contact her directly at helenerussell@theknowledgebusiness.co.uk.

The Emerging Privacy Career Path

Thu, 11 Oct 2018 09:18:00 -0400

I spoke with Jared Coseglia, the founder and CEO of TRU Staffing Partners, a contract staffing and executive placement search firm representing talent and opportunities in cybersecurity, e-discovery, and privacy. We discussed how TRU Staffing Partners has adapted to an increasingly dynamic legal market, why privacy is an increasingly popular career path, the state of the market for professions with skills in privacy, how it will continue to evolve, and a few best practices for those interested in a career in this area.

Managing Minute Books in the Cloud and the Trajectory of Legal Tech in Canada

Thu, 04 Oct 2018 09:33:00 -0400

I spoke with Sean Bernstein, the co-founder of MinuteBox, a cloud-based minute book management service. We discussed the genesis of MinuteBox, how it is changing the way companies manage corporate minute books, the benefits of transitioning from a physical to a digital storage system for corporate records, the Canadian Legal Innovation Zone in Toronto, and where legal tech is headed in Canada.

The Move From a Vendor-Driven Market to a Customer-Driven Market

Tue, 02 Oct 2018 09:33:00 -0400

I spoke with Eyal Iffergan, the president and CEO of Hyperion Global Partners, a consulting firm focused on legal business strategy and operations for the AmLaw 200 and Global 1000. We discussed the genesis of Hyperion Global Partners, how his team aligns the application of technology with consulting guidance, ways that the conversation about operational efficiency and innovation has changed in the past 10 years, and where the legal industry is headed.

Building the Law Firm of the Future

Mon, 17 Sep 2018 09:33:00 -0400

I spoke with Dr. Marc Morant, the Head of Flexible Legal Resources at PwC Switzerland. We discussed the mission of PwC’s Flexible Legal Resources practice, where the company is implementing this approach, how it differs from other offerings, ways that the legal industry has changed that make the use of flexible legal resources so important, and the trajectory of the profession.

Reimagining Professional Development for Lawyers

Fri, 07 Sep 2018 09:37:00 -0400

I spoke with Drew Amoroso, the founder of Move Associates, a company that focuses on professional development for lawyers. Prior to founding Move Associates, Drew was both a senior associate at a global law firm and a solo practitioner focusing on the fitness and health and wellness industries. We discussed the genesis of Move Associates, the programs it offers, how its approach reflects the changing nature of law firm training, whether students are embracing professional development in the same way that lawyers have, and how training and development is evolving in the legal community?

The Evolution of Translation in Legal Matters

Tue, 28 Aug 2018 09:37:00 -0400

I spoke with Mark Ettinger, a vice president at Linguistic Systems, a language translation company. We discussed how his team performs translations, the technology it uses, its Relativity plug-in, whether neural translation technology can replace human editors, how clients are combining the two, and the challenges of remaining current with digital developments.

Funding Your Legal Tech Initiative Through a Coin Offering

Thu, 23 Aug 2018 09:46:00 -0400

I spoke with Stevie Ghiassi, the co-founder and CEO of Legaler, an Australian legal technology company focused on advancing the delivery of legal services and expanding access to justice through blockchain technology. He is also the host of the LegalMeets podcast and president of the Australian Legal Technology Association. We discussed the genesis of Legaler, the state of legal technology in Australia, how Legaler is influencing access to justice, and the company’s token initiative.

Aligning Legal Education with the Business of Law

Thu, 23 Aug 2018 09:37:00 -0400

I spoke with Anthony Crowell, the dean and president of New York Law School, which recently launched a Business of Law Institute and released a market research report called – The Business of Law: A Market Research Study to Explore Opportunities for New York Law School Students – which helped to support the new initiative. [Disclosure: New York Law School engaged Ari Kaplan Advisors to produce this new report.] We discussed the genesis of the Business of Law Institute, why it was important for the study to combine qualitative interviews, quantitative analytics, and student focus groups, the report’s key findings, its surprises, and how the law school’s new initiative reflects the trajectory of legal education and the profession.

Taking the Robotic Tasks From Humans with CLM

Tue, 07 Aug 2018 09:46:00 -0400

I spoke with Rebecca Yoder, the director of legal technology for SpringCM, a contract lifecycle management software provider. We discussed her role at SpringCM, the adoption level of contract lifecycle management in legal, how SpringCM helps the CLM efforts of in-house legal teams, the distinction in CLM usage in buy-side and sell-side of contracts, and her advice for professionals interested in CLM.

The Rise of Legal Management Consulting

Fri, 03 Aug 2018 09:46:00 -0400

I spoke with Stacie Neeter and Jim Mitchell, the co-leaders of the legal management consulting group at Stout, an independent advisory firm. We discussed the focus of the legal management consulting group, why legal management consulting has become so important, how technology is impacting modern law departments, ways that corporate legal teams are evolving, and the most significant trends that are driving change in the legal industry.

Masters Conference Feature: Building Rock Star Teams and the Changing Nature of Legal Recruiting

Fri, 27 Jul 2018 01:25:00 -0400

I spoke with Zelda Owens, the managing director of Attorney Placements for the Glenmont Group, a leading legal industry recruiting firm. She has served as director of Women in eDiscovery’s New York City chapter and as the chairperson of The Masters Conference, which just held an event in Manhattan. We discussed her role at the Glenmont Group, how the recruiting process has changed, how employment candidates can distinguish themselves in an increasingly competitive market, the areas in which technology is displacing human talent, ways that law firms and law departments can build successful teams, and where legal recruiting is headed.

The Small Country Making a Big Impact on Blockchain Adoption

Tue, 17 Jul 2018 01:25:00 -0400

I spoke with Ian Gauci, a founding partner with GTG Advocates, a law firm of 22 professionals in Malta. He serves on Malta’s National Blockchain Task Force and is one of the drafters of a new law on smart contracts, blockchain, and cryptocurrencies, and advises the government and financial institutions on fintech and blockchain matters. We discussed why distributed ledger technology like blockchain has become so popular in Malta, the unique characteristics of the Maltese legal community that fuel adoption of new technology thrive, how lawyers can take advantage of blockchain and other DLT tools, the risks of doing so, and where this sector is headed in Europe.

GDPR and the Value of Cyber Clarity

Fri, 13 Jul 2018 01:25:00 -0400

I spoke with Imran Jaswal, a managing director at Duff and Phelps who serves as the commercial lead for the company’s new CyberClarity360 solution. We discussed the genesis of CyberClarity360, factors that impact an organization’s cyber risk profile, how CyberClarity360 helps third-party vendors improve their cybersecurity, and ways that it is being used to navigate GDPR.

Auto-classification, Artificial Intelligence, and Legal Tech in Belgium

Thu, 05 Jul 2018 01:37:00 -0400

I spoke with Yves Lefere, the commercial director at Knowliah, a Belgium-based provider of a new digital workplace platform for corporate legal departments in Europe. We discussed what Knowliah offers the legal market, how its technology has evolved since it was founded two decades ago, the overall appetite for legal technology in Belgium, the challenges European corporate legal departments are trying to overcome with legal technology, and where the European legal tech market is headed in the next year.

The Future of Legal Tech in Israel

Wed, 27 Jun 2018 01:39:00 -0400

I spoke with Esther Dediashvili, the legal knowledge manager and head of legal technology implementation at Fischer Behar Chen Well Orion & Co, one of the largest law firms in Israel. We discussed the impact of knowledge management in Israeli law firms, its significance, how technology contributes to legal knowledge management, and the future of legal technology in Israel.

Custom Software Solutions for Legal

Fri, 22 Jun 2018 19:38:00 -0400

I spoke with Doug Geller, the founder and president of GDSI, a software company that specializes in solving challenges in the legal industry by developing custom tools and augmenting existing applications for law firms, legal departments, and legal software vendors focused on document and records management, case management, and practice management. We discussed the genesis of GDSI, the benefits of writing custom software, and where the market for custom software is headed.

Custom Software Solutions for Legal

Fri, 22 Jun 2018 01:44:00 -0400

AI and the Law Firm of 2030

Thu, 21 Jun 2018 19:38:00 -0400

I spoke with Emily Foges, the CEO of Luminance, an artificial intelligence platform for the legal profession. We discussed the genesis of Luminance, the challenges associated with the adoption of technology at law firms, characteristics of the law firm of 2030, and what the emergence of technology like Luminance means for the future of legal services.

Why Legal Tech Conferences Have Become a Global Phenomenon

Thu, 14 Jun 2018 19:38:00 -0400

I spoke with Andrew King, the founder & strategic advisor of E-Discovery Consulting, which provides litigation support guidance to law firms and corporate legal departments throughout New Zealand. He is also the creator of the LawFest New Zealand conference. We discussed the genesis of LawFest New Zealand, why legal tech conferences have become so popular, the challenges associated with developing a legal tech conference, the legal tech climate in New Zealand, and the value of a legal tech index.

The Emergence of Legal Tech in Malaysia

Wed, 13 Jun 2018 19:43:00 -0400

I spoke with Soon Yi Loo, the co-founder and CEO of CanLaw Asia, a legal tech consultancy for law firms and corporate legal departments in Malaysia. He is also the creator of the LexTech conference, which is an event focused on educating legal professionals in Malaysia about how to enhance their practices through technology. We discussed the genesis of CanLaw Asia and the LexTech conference, how legal technology is perceived in Malaysia, the most popular type of legal technology in the country, whether lawyers in Malaysia are receptive to the application of technology to their practices, where the legal tech sector in Malaysia is headed.

Less Email, Better Managed

Tue, 12 Jun 2018 19:43:00 -0400

I spoke with Dan Hauck and Bradlee Duncan, the vice president of Product & User Experience, and the senior product manager, respectively, for NetDocuments, a cloud-based content management platform for law firms and corporate legal departments. We discussed the company’s recent launch of ndMail, a predictive email tool, its implementation of ndThread, based on its acquisition of ThreadKM, how NetDocuments reconciles security with usability in its approach to developing technology, and the future of collaboration.

Empowering Proficiency with the Legal Tech Assessment

Wed, 06 Jun 2018 19:43:00 -0400

I spoke with Casey Flaherty, the founder of Procertas and the creator of the Legal Technology Assessment, a competency-based learning and benchmarking platform focused on the core technology associated with the delivery of legal services. We discussed the genesis of the Legal Technology Assessment, its advantages for employers and professionals, how law schools are leveraging it to transform legal education, and the misalignment between hiring expectations and technological proficiency.

The Rise of Discovery-as-a-Service

Mon, 04 Jun 2018 20:12:00 -0400

I spoke with Robb Caruso, a vice president with Compliance Discovery Solutions, a service provider that offers defensible discovery support for law firms and corporate legal departments. We discussed the genesis of the company’s Discovery-as-a-Service offering, who benefits from that model, what is driving the interest in alternative efforts at managing discovery, and what the emergence of strategies like Discovery-as-a-Service indicate about the evolution of the legal market.

Making the Delivery of Legal Services More Efficient

Wed, 30 May 2018 20:12:00 -0400

I spoke with Pratik Patel, the vice president of innovation and products at Elevate Services, a law company, where he leads the company’s product business and innovation initiatives across its range of solutions. Pratik joined Elevate in 2012 following the acquisition of RFx LEGAL Analytics, a company he co-founded. We discussed Elevate’s launch of ElevateNext in connection with Valorem Law Group and Univar, what combinations of this type signifies about the evolution of the legal profession, how lawyers can adapt to a rapidly changing legal marketplace, why alternative legal services providers are so attractive to buyers of legal services, and where this sector is headed.

The Growing Collaboration Between Legal and IT

Fri, 18 May 2018 20:12:00 -0400

I spoke with Arup Das, the co-founder and CEO of Alphaserve, a global provider of managed IT, cloud, and cybersecurity services. We discussed the genesis of Alphaserve, how the collaboration between legal and IT is evolving in corporate legal departments and law firms, whether law firms are ready for the emergence of artificial intelligence, applied data science, and blockchain, and the trajectory of innovation in the legal field.

The Evolution of Trademark Management

Fri, 18 May 2018 08:59:00 -0400

I spoke with Elisa Cooper, the vice president of marketing for Lecorpio, a provider of intellectual property management and analytics software solutions for corporate IP departments. We discussed the results of the Second Annual Lecorpio Trademark Management Study, highlights ranging from budgeting for trademark registrations to trademark policing strategies, the primary theme of the research, and what the results indicate about where the market is headed.

The Evolution of Information Governance

Wed, 16 May 2018 23:44:00 -0400

I spoke with Darrell Mervau, the president and co-founder of FileTrail, a records management and information governance system for law firms. We discussed the genesis of FileTrail, what law firms using legacy records systems can do to improve their processes, the different platforms with which FileTrail integrates, and the information governance challenges that law firms are facing and the solutions they are they applying.

Meaningful Mentoring Can Propel the Legal Profession Forward

Mon, 14 May 2018 20:37:00 -0400

I spoke with Ida Abbott, the president of Ida Abbott Consulting, which promotes and supports career development and advancement from the beginning of a lawyer’s career through retirement. Abbott is an elected fellow of both the American Bar Foundation and the College of Law Practice Management, as well as the author of Sponsoring Women, What Men Need to Know and The Lawyer’s Guide to Mentoring, the second edition of which was just released. We discussed her background, how mentoring has changed since the publication of the first edition of The Lawyer’s Guide to Mentoring, the challenges to providing high quality mentoring, the difference between sponsorship and mentorship, and how the profession can leverage mentoring in its continued evolution.

A New Way to Measure Law Firm Performance

Fri, 11 May 2018 20:37:00 -0400

I spoke with Jim Beckett, the CEO of Qualmet, the developers of a cloud-based law firm performance management platform. We discussed the genesis of Qualmet, how it works, ways that law firms and corporate legal departments are using its technology, and where the sector is headed.

Profiting from Patent Prosecution

Fri, 04 May 2018 20:37:00 -0400

I spoke with Chris Kave, the founder of Aurora North Software, a software and services provider delivering IP solutions and Intapp products for law firms. We discussed the genesis of Aurora North Software, why patent and trademark prosecution has become so important in the current economic climate, how the company is building automation into its processes, useful analytics organizations can generate by tracking patent and trademark prosecution, and what law firms should evaluate to determine whether their current prosecution processes are sufficient.

A Conversation About Contracts and GDPR at CLOC

Wed, 02 May 2018 20:42:00 -0400

I spoke with Christina Wojcik, the vice president of solution consulting for Seal Software, where she leads the company’s technical and legal solution consultancy, at the Corporate Legal Operations Consortium 2018 Institute. We discussed the impact of regulatory changes, including GDPR, on the corporate law department, the role of legal operations leaders in promoting innovation, and the rising importance of contract management.

A Conversation About Artificial Intelligence at CLOC

Fri, 27 Apr 2018 07:00:00 -0400

I spoke with Lukas Bell and Chris Neville, who are implementation consultants for KIM Technologies, an artificial intelligence-driven automation software platform, at the 2018 Corporate Legal Operations Consortium Institute. We discussed CLOC's focus on innovation and their mission to empower legal professionals.

Research Shows the End of Lawyers is Near

Fri, 20 Apr 2018 22:08:00 -0400

I spoke with Shmuli Goldberg, the vice president of marketing for LawGeex, an artificial intelligence tool for contract review automation. We discussed how LawGeex works, its recent research study – AI vs. Lawyers – comparing the performance of its technology with 20 human reviewers, how the perception and acceptance of automation has changed, whether an AI tool can mimic the talent, experience, and judgment of a practicing lawyer, and if lawyers are still relevant.

Reinventing Work Product Management

Tue, 17 Apr 2018 22:08:00 -0400

I spoke with Dan Carmel, the chief marketing officer at iManage, a leading provider of work product management solutions for law firms, corporate legal departments, and other professional services firms. We discussed the evolution of iManage, its acquisition of RAVN and how the company is incorporating artificial intelligence into its platform, why AI is so important for providers of legal and professional services, the key themes of its upcoming user conference – ConnectLive 2018 – on May 3rd and 4th, and where the sector is headed.

The Power of Cognitive Diversity and Radical Collaboration

Fri, 13 Apr 2018 22:08:00 -0400

I spoke with Larry Bridgesmith, an adjunct professor at Vanderbilt Law School and the co-creator of the school’s Summit on Law & Innovation (SoLI), which will take place on April 30th in Nashville. We discussed the genesis of the Summit on Law & Innovation, how this differs from other law school-sponsored conferences, and the benefits of cognitive diversity and radical collaboration.

Advocating for a Strategic Approach to E-Discovery

Fri, 06 Apr 2018 00:17:00 -0400

I spoke with Derek Duarte, the president of BlackStone Discovery, which integrates e-discovery, consulting, forensics, case management, and technology development for law firms and corporate legal teams worldwide, with a focus on the West Coast of the U.S. and Asia. We discussed key trends in electronic discovery, where organizations are incorporating innovation into their discovery processes, how they can negotiate the scope of their discovery requests, how metadata impacts e-discovery strategy, and where e-discovery support is headed.

Transforming E-Discovery Education

Tue, 27 Mar 2018 00:18:00 -0400

I spoke with Bill Hamilton, a legal skills professor at the University of Florida’s Levin College of Law and the executive director of the UF Law E-Discovery Project, which is hosting the UF Law E-Discovery Conference on Thursday, March 29th. Bill practiced with Holland & Knight in Miami and Tampa for 27 years and at Quarles & Brady in Tampa for six, where he served as the firm’s national e-discovery partner. We discussed the UF Law E-Discovery Conference on Thursday, March 29th, the Careerfest component of the event, the consortium of professors meeting after the conference to discuss e-discovery education in law schools, and how individuals can remotely take advantage of the content (as the law school will be live streaming and recording the sessions).

[Spring Break Special] Should Professional Services Firms Have Vibe Managers?

Mon, 26 Mar 2018 22:12:00 -0400

I spoke with Michelle Desachy, the vibe manager for the Hard Rock Hotel in Riviera Maya, Mexico. We discussed her role at the facility, the importance of maintaining a unified culture, and the value of understanding client interests to constantly improve customer service.

How Professionals Should Approach Risk in 2018

Fri, 16 Mar 2018 00:21:00 -0400

I spoke with Joe Garber, the global head of product marketing for information management and governance at Micro Focus, a global software company that among many other tools, develops security and risk solutions, as well as predictive analytics. We discussed in the increased interest in predictive analytics, how professionals are approaching security and risk in 2018, the challenges associated with encouraging enterprises to adopt stronger information governance strategies, and what the rise of tools like those offered by Micro Focus indicate about the trajectory of the legal industry.

Reinventing the Way Lawyers Communicate

Wed, 14 Mar 2018 00:21:00 -0400

I spoke with Keith Lee, a lawyer, author, and blogger in Birmingham, Alabama. He has been blogging at Associates Mind for eight years and recently created LawyerSmack, a private community for attorneys interested in discussing practice-related issues with their peers in real time. We discussed the genesis of LawyerSmack, how it works, the community’s most active groups, what is driving its popularity, the surprising benefits of its creation, and what its growth indicates about the changing nature of communication in the legal profession.

Using AI to Navigate Due Diligence

Thu, 08 Mar 2018 00:24:00 -0500

I spoke with Konrad Pola, the co-Founder and CEO of Diligen, a software platform designed to help law firms and law departments with their contract and legal document review efforts. We discussed the genesis of Diligen, what is driving the interest in artificial intelligence, whether law firms and legal departments ready to embrace AI, what legal teams should look for when considering an AI solution, and where AI adoption is headed in 2018.

Embracing Legal Innovation and Disruption

Thu, 08 Mar 2018 00:18:00 -0500

I spoke with David Cowen, the president and managing director of The Cowen Group, a staffing and recruiting firm focusing exclusively on the eDiscovery, litigation support, privacy, security, and information governance sectors. His firm also produces the Summit on Legal Innovation and Disruption in various cities across the U.S. We discussed the genesis of the SOLID summit, why the legal industry so focused on innovation and disruption this year, how individuals can give themselves an advantage in an increasingly competitive job market, and how events like SOLID capture the evolution of the legal profession.

Legal Tech and Longevity

Tue, 06 Mar 2018 23:46:00 -0500

I spoke with Ray Zwiefelhofer, the president of World Software Corporation, the maker of Worldox, a leading document management platform, at Legaltech 2018 about the company’s 30th anniversary, the importance of company culture, and the most significant issues affecting the evolution of the legal industry. The company will be exhibiting at the ABA Techshow this week in Chicago and recently shared details on its global expansion.

Reinventing Immigration Law with Artificial Intelligence

Thu, 01 Mar 2018 00:29:00 -0500

I spoke with Andrey Zinoviev, the co-founder and CEO of Visabot, an artificial intelligence tool designed to help businesses and consumers navigate immigration issues. The company was a participant in the first cohort of the LexisNexis Legal Tech Accelerator. We discussed the genesis of Visabot, how it works, why immigration law is a field that artificial intelligence can empower, and how AI is impacting similar areas of the law.

Reinventing Legal Writing

Mon, 26 Feb 2018 00:29:00 -0500

I spoke with Ross Guberman, the founder of Legal Writing Pro. He provides training on legal writing worldwide and recently released Brief Catch, a Microsoft Word plug-in that offers detailed editorial suggestions to improve your writing and metrics to benchmark your performance.

Sage Startup Advice From a Chief Innovation Officer

Fri, 16 Feb 2018 00:29:00 -0500

I spoke with Alma Asay, the chief innovation officer for Integreon, an alternative legal services provider, which acquired Allegory, a cloud-based litigation management platform that she founded.

Optimism at Legaltech 2018

Thu, 01 Feb 2018 07:00:00 -0500

I spoke with Jake Heller, the co-founder and CEO of CaseText, about Legaltech 2018.

Perspectives on Analytics at Legaltech 2018

Thu, 01 Feb 2018 00:34:00 -0500

I spoke with Josh Becker, the CEO of Lex Machina, and Jeff Pfeifer, the vice president of product management for LexisNexis, about Legaltech 2018 and the emphasis on analytics.

GDPR, E-Discovery, and Mobile Forensics – Perspectives on Legaltech Day 1

Wed, 31 Jan 2018 08:29:00 -0500

I had the privilege of speaking with Doug Austin, the vice president of products and professional services for CloudNine, and Yaniv Schiff, the director of forensics for QDiscovery, on the first day of Legaltech.

GDPR and Regulatory Compliance to Drive AI Usage in 2018

Tue, 23 Jan 2018 00:50:00 -0500

I spoke with Steve Harber, the co-founder and managing director of Apogee Legal, which provides customized artificial intelligence solutions that help M&A, regulatory, and legal professionals to assess the risk and compliance issues associated with their contracts and due diligence matters. Prior to launching Apogee Legal, he co-founded DiscoverReady, a leading provider of e-discovery managed services.

Secure Digital Storage Site Reinvents Recordkeeping

Wed, 17 Jan 2018 00:50:00 -0500

I spoke with Chris Wong, the CEO of LifeSite, which offers a secure digital storage solution for families and businesses interested in protecting their valuable records.

Doing More With the Data You Find

Wed, 10 Jan 2018 00:50:00 -0500

I spoke with Charlie Connor, the co-founder and CEO of Heretik, a software company that uses machine learning to make the contract review process smarter, helping attorneys identify risks, obligations, and opportunities in their documents.

Writing an Integration Success Story in an Era of Consolidation

Wed, 03 Jan 2018 01:09:00 -0500

I spoke with Avaneesh Marwaha, the CEO of Litera Microsystems, the company that represents the consolidation of Litera, The Sackett Group, and Microsystems, which produces software to assist lawyers with drafting documents.

Rethinking and Elevating Information Governance

Tue, 26 Dec 2017 01:09:00 -0500

I spoke with Gillian Power, the chief information officer for Lathrop Gage, an AmLaw 200 firm, and Jed Bronstein, a consultant with InOutsource, an information governance consulting and technology implementation services provider.

Clearly Solving Legal Challenges By Combining Technology and Talent

Thu, 21 Dec 2017 01:10:00 -0500

I spoke with Adi Prakash, the chief innovation officer and head of global client services for Yerra Solutions, a consulting firm that combines human expertise with technology to provide solutions to clients worldwide in the legal, e-discovery, and compliance sectors.

Legal Tech Start-Up Perspectives on Success in the New Year

Tue, 19 Dec 2017 01:15:00 -0500

I spoke with a number of the participants from the LexisNexis Legal Tech Accelerator, including:

How to Find and Pursue Your Passion in the Law

Fri, 15 Dec 2017 01:16:00 -0500

I spoke with Gabe Galanda, the co-founder and managing lawyer of Galanda Broadman, an Indian Country law firm, with headquarters in Seattle.

The Journey from Litigator to Legal Document Marketplace Founder

Tue, 12 Dec 2017 01:16:00 -0500

I spoke with Somya Kaushik, a litigator turned legal tech entrepreneur, who is the founder of Esq.Me, a legal document marketplace where lawyers can buy and sell their documents nationwide.

Solving the Biggest Problem in Document Review

Tue, 05 Dec 2017 01:20:00 -0500

I spoke with Scott Stuart and Drew Stern, the co-founders and co-CEOs of Esquify, a cloud-based machine learning productivity and benchmarking tool that helps document reviewers perform more efficiently.

Developing and Deploying Technology to Transform a Law Firm

Thu, 30 Nov 2017 01:21:00 -0500

I spoke with Alex Hamilton, the founder and CEO of Radiant Law, a UK-based law firm that helps clients with high volumes of commercial contracts by combining processes, technology, and human judgment. Alex was previously a partner and co-chair of the global technology transactions group at Latham & Watkins in London.

The Benefits of a Digital Safety Deposit Box

Mon, 27 Nov 2017 01:21:00 -0500

I spoke with Josh Leavitt, the CEO of ZokuVault, a virtual safety deposit box and estate planning portal, which helps families plan, organize, and share valuable documents.

How to Produce a Great Legal Event

Mon, 20 Nov 2017 02:31:00 -0500

I spoke with Rob Ameerun, the founder of the Lexpo Conference, Paula Edgar, the CEO of PGE LLC and the president of the Metropolitan Black Bar Association, Silvia Hodges Silverstein, the founder of the Buying Legal Council, and Jimmy Vestbirk, the founder of Legal Geek, a start-up community in London.

Empowering Practical Guidance

Wed, 15 Nov 2017 02:31:00 -0500

I spoke with Rachel Travers, the vice president of Lexis Practice Advisor® and Analytical Content, responsible for all of the authored content for the US LexisNexis business.

The Advantages of Making Data-Driven Decisions in Legal

Mon, 13 Nov 2017 02:31:00 -0500

I spoke with Laura Leopard, the founder and CEO of Leopard Solutions, a research company that provides various databases for legal recruiters, attorneys, law firms, corporations, and law schools. The company’s competitive intelligence program, Firmscape, offers current and historical data for the legal industry.

The Benefits of Lean Law Firm Training

Fri, 03 Nov 2017 02:41:00 -0400

I spoke with Doug Striker, the president and CEO of Savvy Training & Consulting, which helps law firms optimize their existing technology through training. Prior to founding Savvy Training & Consulting, Doug served as the chief operating officer for a mid-sized law firm.

The Key to Law Firm Agility and Innovation

Fri, 27 Oct 2017 02:41:00 -0400

I spoke with Chris Cartrett, the executive vice president of Aderant, a legal industry time and billing software company.

Strategies for Succeeding as a Solo

Fri, 20 Oct 2017 02:42:00 -0400

I spoke with Nancy Mertzel, former chair of Herrick, Feinstein’s intellectual property group, who recently founded Mertzel Law PLLC, a boutique IP law firm.

The Alignment of E-Discovery, Technology, and Industry Insight

Wed, 11 Oct 2017 02:54:00 -0400

I spoke with Brad Jenkins, the co-founder and CEO of CloudNine Discovery, a cloud-based e-discovery software provider. We discussed the genesis of CloudNine, how e-discovery has changed over the past 15 years, the trends that are driving what the company offers, its approach to security, how CloudNine differs from other companies in this sector, its portfolio of educational content, and how e-discovery is evolving.

Why The Legal Profession Needs AI

Thu, 05 Oct 2017 02:54:00 -0400

I spoke with Mike McDonald, the senior vice president and general manager of legal compliance and surveillance for Veritone, an artificial intelligence software company.

Leveraging Technology to Reinvent Patent Prosecution

Tue, 03 Oct 2017 02:55:00 -0400

I spoke with Charles Mirho, the Chief Legal Officer and co-founder of TurboPatent, the developer of an automated patent creation and analytics system used to produce patent documents and monitor patent quality throughout the prosecution process.

The Difference Between Deep Machine Learning and AI

Tue, 26 Sep 2017 03:01:00 -0400

I spoke with Aaron Crews, the general counsel and vice president of strategy for Text IQ, a developer of technology that helps enterprises manage legal and compliance challenges. Prior to joining Text IQ, Aaron was senior associate general counsel and global head of eDiscovery for Walmart.

How Rainmakers Succeed

Fri, 15 Sep 2017 03:03:00 -0400

I spoke with Jim Cranston, a principal with LawVision Group, a law firm consultancy focused on growing firm revenue, strengthening lawyer confidence, and maintaining client loyalty.

Empowering Practice Management to Improve Operations

Mon, 11 Sep 2017 03:03:00 -0400

I spoke with Larry Port, the founder and CEO of Rocket Matter, a leading practice management and time and billing software tool for law firms.

Empowering Children Through The Chelly Foundation

Wed, 06 Sep 2017 03:15:00 -0400

I spoke with Jason R. Baron, of counsel to Drinker, Biddle & Reath, and the founder of The Chelly Foundation, a 501(c)(3) nonprofit focused on improving literacy and education for children living in Cambodia.

The Power of Personalized Learning

Tue, 05 Sep 2017 03:15:00 -0400

I spoke with Abdi Shayesteh, the founder and CEO of AltaClaro, an experiential learning platform for lawyers, who served for fifteen years as a corporate, bank regulatory and finance attorney in Silicon Valley and New York City, as well as throughout Asia, the Middle East and Europe.

The Connection Between Customer Service and Client Satisfaction

Thu, 31 Aug 2017 03:15:00 -0400

I spoke with Ryan Adams, the resort manager for the Chatham Bars Inn. We discussed the connection between customer service and client satisfaction, how technology is impacting client expectations, and the key elements of adding value.

Dispatch from the Masters Conference: What Vendors Can Do To Stand Out

Tue, 29 Aug 2017 06:41:00 -0400

I spoke with Bruce Malter, the director of client engagement for eTERA Consulting at the 2017 Masters Conference in New York City. We discussed what vendors can do to stand out, how technology has normalized, and where the industry is headed.

ILTACON 2017 – Centralizing Client Collaboration in Corporate Transactions

Fri, 25 Aug 2017 06:41:00 -0400

I spoke with Haley Altman, the co-founder and CEO of Doxly, a secure transaction management platform that centralizes checklists and reporting, and tracks documents, versions, and tasks, while automating signature management. We discussed the genesis of Doxly and the power of client collaboration at ILTACON 2017.

The Content-Driven Future of Legal Marketing

Wed, 23 Aug 2017 06:41:00 -0400

I spoke with Montina Portis, the founder and CEO of Creative Internet Authority, a digital marketing company that specializes in video production and promotion for lawyers and law firms.

ILTACON 2017: Developing a Conversation With Users of Technology

Tue, 22 Aug 2017 07:02:00 -0400

I spoke with Chuck Cole, the director of client engagement for Lucid IQ, the maker of CaseManagerPro, at the 2017 ILTA Conference. We discussed how developing a conversation with users can enhance their experience with technology.

Winning Proposals When Buying Legal

Mon, 21 Aug 2017 07:17:00 -0400

I spoke with Silvia Hodges Silverstein, the executive director of the Buying Legal Council, the international trade organization for legal procurement, and John de Forte, a London-based consultant to law and other professional services firms, who is the author of Winning Proposals – The Essential Guide for Law Firms and Legal Services Providers, which the Buying Legal Council published in July.

ILTA Feature: Creating a Dialogue Between Vendor, Law Firm, and Law Department Leaders

Fri, 11 Aug 2017 07:17:00 -0400

I spoke with Jack Thompson, the Senior Manager of eDiscovery & Legal Operations at Sanofi US. He is also the International Legal Technology Association’s Programming Planning Council Member responsible for Law Department Relationships.

ILTA Feature: The Biggest Cybersecurity Challenge for Law Firms

Thu, 10 Aug 2017 08:33:00 -0400

I spoke with Ishan Girdhar, the CEO of Privva, Inc., a software company focused on identifying and managing third party vendor risk throughout the data lifecycle.

ILTA Feature: Finding Value at the Intersection of Time(keeping)

Tue, 08 Aug 2017 07:22:00 -0400

I spoke with Peter Zver, the president of Tikit North America, the maker of the timekeeping software tool, Carpe Diem. We discussed how timekeeping generally and Carpe Diem have evolved in the past 18 months, the most common features that clients are requesting, the importance of forecasting in timekeeping, and what the company will be showcasing at ILTACON 2017.

ILTA Feature: Definitively Deploying Text Analytics

Mon, 07 Aug 2017 07:26:00 -0400

I spoke with Rob Wescott, the chief revenue officer for ayfie, a text analytics company that adds structure to unstructured information. We discussed the genesis of ayfie, how the company’s technology differs from others in this sector, ways that it enables technology assisted review and continuous active learning, its distribution model, and what the company will be announcing at ILTACON 2017.

Dispatch From the Masters Conference: A Founder’s Perspective on Content, Collaboration, and Conversation

Fri, 04 Aug 2017 07:26:00 -0400

I spoke with Robert Childress, the founder of the Masters Conference. We discussed the genesis of the event series, techniques for offering a seamless portfolio of content, aligning the discussions and speakers across various cities, and remaining relevant in a dynamically shifting market.

Dispatch From the Masters Conference: An Insider’s Perspective on the Current Job Market

Thu, 27 Jul 2017 08:35:00 -0400

I spoke with Michael Potters, the CEO of the Glenmont Group, an executive search firm in the legal and information governance sectors, on site at the 2017 New York City Masters Conference.

Dispatch From the Masters Conference: E-Discovery Budgeting Pitfalls That In-House Legal Teams Should Avoid

Tue, 25 Jul 2017 07:38:00 -0400

I spoke with Robert Ventura, a partner with the TCF Law Group and a former general counsel, who provides outside GC services to companies of various sizes. We discussed e-discovery budgeting pitfalls that in-house legal teams should avoid, vendor management, and the focus of his panel discussion at the Masters Conference hosted by ClariLegal – Practical Technology Evaluations: A Framework for Considering Vendors and Technology.

Aligning RFPs With People, Processes, and Technology

Tue, 18 Jul 2017 07:42:00 -0400

I spoke with Cash Butler, the founder and CEO of ClariLegal, a legal vendor management and marketplace platform that minimizes the complexity of managing litigation vendor services. We discussed the genesis of ClariLegal, the benefits of legal vendor management, how ClariLegal’s software reflects the evolution of legal services, and the panel discussions he is moderating at the 2017 New York Masters Conference on July 25th.

Doing the Ordinary Better Than Everyone Else is a Hallmark of Client Service

Fri, 14 Jul 2017 07:42:00 -0400

I spoke with David Kempston, a Minnesota-based plaintiffs workers’ compensation lawyer with The Law Office of Thomas Mottaz, who has been practicing for almost 25 years. He is the author of “That’s Why They Call it Practicing Law,” which is about improving the attorney-client relationship. We discussed the author’s background, what prompted him to write That’s Why They Call it Practicing Law, why client service is essential in the current market, how lawyers can overcome social discomfort in their client interactions, and how the themes in the book reflect an evolution in the art of practicing law.

Buying Legal Services at the Law Store

Tue, 11 Jul 2017 07:54:00 -0400

I spoke with Tariq Hafeez, the co-founder and president of LegalEase Solutions, a legal support firm for corporate legal teams and law firms. We discussed the genesis of LegalEase, the problems the company solves, the types of matters that law firms and corporate legal departments outsource, how the company differs from competing legal support firms, and where the practice of law is headed.

The Power of Making a Pivot in Legal Tech

Fri, 07 Jul 2017 07:54:00 -0400

I spoke with Nehal Madhani, the founder and CEO of Alt Legal, an intellectual property docketing software company. Prior to pursuing this venture, he spent four years as an associate with Kirkland & Ellis in New York. We discussed the evolution of Alt Legal from its initial mission upon which Madhani founded the company in 2013 and the power of a pivot, how the company’s customer base has expanded over the past four years, its recent collaboration with Wolters Kluwer, ways that Alt Legal’s technology applies across jurisdictions, and advice for hopeful legal tech entrepreneurs.

How to Align Technology With a User’s Personality

Tue, 27 Jun 2017 07:54:00 -0400

I spoke with Chelsey Lambert, the founder of Lex Tech Review, an online resource center for legal professionals. We discussed the genesis of Lex Tech Review, how the site selects companies about which it writes, ways that technology can suit a user’s personality, and the benefits of software reviews for solo and small firm lawyers, among other topics.

Leveraging Technology to Transform Traditional Insurance

Fri, 23 Jun 2017 08:00:00 -0400

I spoke with Matt Miller, the founder & CEO of Embroker, a tech-enabled commercial insurance broker that provides insurance to legal and professional services firms. We discussed the genesis of Embroker, how it differs from a traditional insurance brokerage firm, the benefits that technology provides in the process of purchasing or managing insurance, and how this business will impact the overall market for professional services insurance.

The Rise of Natural Language Processing

Wed, 21 Jun 2017 08:00:00 -0400

I spoke with Rob Lancashire, the CEO of Essencient, which offers patented natural language processing technology to provide metadata that enables insight and profitable action from natural language text. We discussed the genesis of Essencient, how the technology works, its common applications, and how natural language processing is impacting the current market.

Why You Cannot Just Throw Technology at an E-Discovery Problem

Fri, 16 Jun 2017 08:00:00 -0400

I spoke with Haresh Bhungalia and David Carns, the CEO and Executive Vice President, respectively of Casepoint, an e-discovery technology and services provider. We discussed the genesis of Casepoint and its rebranding, how it marries proprietary technology with services, the impact of artificial intelligence on e-discovery, key litigation challenges that clients are facing in the current environment, and where the e-discovery market is headed.

Reinventing the Search for Legal Talent

Tue, 13 Jun 2017 08:09:00 -0400

I spoke with Stacey McConnell, an attorney and the co-founder of the Adept Legal Talent Group, a legal placement firm. We discussed the genesis of the Adept Legal Talent Group, what makes the firm unique, the background and levels of experience the firm is seeking, its target clients, and tips that employers should consider when engaging in the talent acquisition process.

Achieving Seamless Cultural Alignment After a Legal Tech Merger

Fri, 09 Jun 2017 08:09:00 -0400

I spoke with Brian McManus, the CEO of Lighthouse eDiscovery, a provider of technology-enabled ediscovery and consulting services, which recently merged with Discovia, a company that provides complementary technology and services. We discussed the merger of Lighthouse eDiscovery with Discovia, the advantages of that combination to clients of the unified entity, ways that changes in the legal industry have increased the demand for dynamic consulting, how the association of the two companies reflects the changing nature of consolidation, and techniques for ensuring seamless cultural alignment.

Reinventing Pre-Paid Legal Services and Elevating the Law

Wed, 07 Jun 2017 08:09:00 -0400

I spoke with Keri Norris, the senior vice president for regulatory affairs and chief legal officer at LegalShield, a provider of pre-paid legal services. We discussed the chief legal officer’s role at LegalShield, the benefits of pre-paid legal services, the organization’s Elevate by LegalShield conference (July 6-8, 2017), and how the company is adapting to the changing legal market.

Conversation Connections, Stand-Up Comedy, and Legal Tech Start-Ups

Fri, 02 Jun 2017 08:59:00 -0400

I spoke with Zach Abramowitz, the founder of ReplyAll, which he describes as a new way to create conversations online. Zach is also a speaker and writer on innovation, as well as a former stand-up comedian, producer at ESPN radio, and corporate lawyer. His columns and conversations on legal disruption appear in Above the Law, Bloomberg, and TechCrunch. We discussed the genesis of ReplyAll, how it works, the challenges associated with creating a technology start-up, how stand-up comedy fueled his work, the connection between ReplyAll and legal tech, and available opportunities for disruption in the legal field.

A View From the Board of Directors By an Investor in Legal Tech

Tue, 16 May 2017 08:59:00 -0400

I spoke with Steven Sinofsky, a board partner at the venture capital firm Andreessen Horowitz, where he serves as an advisor to various companies, including as a board member of the e-discovery software provider, Everlaw. We discussed why law-related software is so attractive right now, whether a VC firm calculates the valuation of an e-discovery company differently from a prospect in any other industry, how long it takes to evaluate a company for an investment, ways that a board member supports the strategy of a portfolio company, and what the appeal of legal technology says about where the market is headed.

Empowering the Data Driven Lawyer of the Future

Fri, 12 May 2017 09:17:00 -0400

I spoke with Jeff Pfeifer, the vice president of product management at LexisNexis, where he is responsible for product development strategy for the company’s electronic solutions portfolio. We discussed how the exponential growth in data is presenting new challenges in legal research, what is necessary to empower the data driven lawyer of the future, ways that machine learning and artificial intelligence are impacting the legal field, and how the evolution of analytics is influencing the predictability of trial outcomes, among other topics.

Collaborating to Reduce Risk Associated With Technology

Tue, 09 May 2017 09:20:00 -0400

I spoke with Justin Hectus, the CIO and CISO of Keesal Young & Logan, a Pacific rim-based law firm with a nationwide litigation practice. We discussed the law firm’s partnership with Privva to collaboratively implement the EDRM’s new Security Audit Questionnaire, why law firms should apply the questionnaire to their vendor risk management programs, other standards and regulations driving change in law firm security audits and controls, and how this type of collaboration is impacting the legal industry.

Addressing the Sea Change in Legal Budgeting and Cost Management

Thu, 04 May 2017 09:20:00 -0400

I spoke with Catherine Krow, the founder of Digitory Legal, a legal budgeting and resource management system for lawyers and corporate law departments. Before starting Digitory Legal, Catherine practiced for 17 years and was a litigation partner in the San Francisco office of Orrick, Herrington & Sutcliffe. We discussed the genesis of Digitory Legal, why legal budgeting and resource management are important issues for law firms and their clients, how the Digitory Legal system works, key trends, and advice for lawyers practicing in today’s legal market.

Bridging the Gap Between Legal Education and Legal Practice Through Mentorship

Fri, 28 Apr 2017 09:28:00 -0400

I spoke with Max Rosenthal, an in-house labor and employment attorney with a large media company, who is also the author of The Bridge: How to Launch Your Career Through a Legal Internship. We discussed his interest in writing the book, what law students and newer lawyers should be focusing on in the current market, strategies for finding an internship or a mentor, the greatest challenges ahead for law students and new practitioners, and what employers are looking for when hiring a legal intern or a junior attorney.

The Tipping Point for Legal Operations

Mon, 24 Apr 2017 09:33:00 -0400

I spoke with Corporate Legal Operations Consortium leaders Connie Brenton, the Senior Director of Legal Operations at NetApp, Mary O’Carroll, Head of Legal Operations at Google, Jeff Franke, Assistant General Counsel of Global Legal Operations at Yahoo, and Chris Coats, Vice President of Legal Operations at Oracle. We discussed the genesis of the Corporate Legal Operations Consortium, why legal operations principles have become so important in modern law department management, what attendees at the 2017 CLOC Institute can expect, how CLOC is evolving, and where the field of legal operations is headed.

The Evolution of E-Disclosure

Fri, 21 Apr 2017 09:33:00 -0400

I spoke with Steve Couling, the vice president of international at kCura, the developers of Relativity. His team works with corporations, law firms, government agencies, and its channel of Relativity authorized partners in EMEA, Asia Pacific and South America, and produces Relativity Fest in London. We disclosed how the e-disclosure industry has evolved in the UK, the impact of Brexit and GDBR, among others, on that shift, kCura’s decision to bring Relativity Fest to London (registration link), and what attendees can expect at this year’s conference.

Understanding the Growth of Contract Lifecycle Management

Wed, 19 Apr 2017 09:39:00 -0400

I spoke with Lauryn Haake, a managing director for HBR Consulting, a company focused on law firm and law department operations. We discussed the rise of contract lifecycle management (CLM), the most pressing issues in this area, how legal teams can apply CLM, the one thing that teams should focus on if they want to successfully manage their contracts, and where the CLM sector headed. Lauryn will also be speaking at the upcoming Apttus Accelerate conference in San Francisco.

Identifying and Investing in Solutions for Law Firms and Legal Departments

Fri, 07 Apr 2017 09:42:00 -0400

I spoke with David Perla and Sanjay Kamlani, the co-founders of Pangea3, a leading legal industry outsourcing firm that Thomson Reuters acquired in 2010, who have recently established 1991 Group, an advisory business with an investment arm focused on legal, outsourcing/offshoring, and services that assist technology-focused companies. We discussed the genesis of 1991 Group, why there is so much interest in supporting legal technology and services companies, promising areas in the field, what the 1991 Group team looks for in prospective investments, and where the legal industry is headed, among other topics.

The Value of Combining Engineering, Architecture, and Design

Wed, 05 Apr 2017 09:42:00 -0400

I spoke with Kiwi Camara and Neil Etheridge, CEO and vice president of marketing, respectively, for DISCO, a cloud-based e-discovery software provider. We discussed the genesis of DISCO, how its technology is influencing the modern practice of law, its business model, and where the e-discovery software sector is headed, among other topics.

How a Professional Career is Like a Landscape

Tue, 28 Mar 2017 09:58:00 -0400

I spoke with Peter Rouse, an intellectual property lawyer and a serial entrepreneur, who is the founder of the Rouse Firm, an international intellectual property consulting business. Peter is also the author of Every Relationship Matters: Using the Power of Relationships to Transform Your Business, Your Firm, and Yourself, the second edition of which the ABA released last summer.

Data Security and the Certified Counselor

Tue, 21 Mar 2017 09:59:00 -0400

I spoke with Adam Cohen, an attorney and a managing director with the Berkeley Research Group, a global strategic advisory and expert consulting firm. He is a Certified Ethical Hacker and provides guidance on data governance, compliance, and security, including cybersecurity, digital forensics and electronic discovery. We discussed his role at the Berkeley Research Group, the work he performs as an ethical hacker, his evolution from a law firm partner to a consultant with technical data security certifications, the distinctions between the challenges that in-house lawyers face versus those of their outside counsel, and where data governance is headed.

The Evolution of Timekeeping

Mon, 20 Mar 2017 09:59:00 -0400

I spoke with Brett Owens, the founder and CEO of Chrometa, a time keeping software platform for lawyers and other professionals who bill hourly. We discussed the genesis of Chrometa, the difference between timekeeping software and time entry technology, key time capture trends, and where the market is headed, among other topics.

Collaborating to Reinvent Legal Project Management

Fri, 03 Mar 2017 10:02:00 -0500

I spoke with Phil Homburger, president of LawBase, a leading case and matter management system, and David Rueff, a shareholder and the legal project management officer at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, who oversees the development of the firm’s legal project management solution, BakerManage®, and is on the board of directors of the firm’s subsidiary, LegalShift, which is collaborating with LawBase to bring its technology to the broader market.

Why Outside Counsel Should Provide Metrics to Their Clients

Wed, 22 Feb 2017 10:11:00 -0500

I spoke with Mark Noel, the Managing Director of Professional Services for Catalyst, a provider of litigation support software and services.

The Emerging Legal Tech Gig Economy

Thu, 09 Feb 2017 10:14:00 -0500

I spoke with Jared Coseglia, the founder and CEO of TRU Staffing Partners, a leading e-discovery and cybersecurity staffing agency.

The Promise of Project Management for Litigation Support

Thu, 26 Jan 2017 10:14:00 -0500

I spoke with Chris Chalstrom, Brandon Ward, and Ben Legatt, the founders of Sadie Blue Software, the maker of Agility Blue, a project management tool for the legal profession.

Interdisciplinary Data Governance and Managing Information Risk

Fri, 20 Jan 2017 10:24:00 -0500

I spoke with Jessica Block, a Senior Managing Director and leader of the data governance practice at Ankura Consulting Group, a business advisory and expert services firm.

Reinventing Assignment Workflow and Law Firm Communication

Tue, 17 Jan 2017 10:24:00 -0500

I spoke with Adam McDonell, the founder and president of Salladore, a software platform that streamlines assignment workflow and facilitates communication for attorneys at law firms and corporate legal departments.

The Art of Investing in Legal Tech

Fri, 13 Jan 2017 10:24:00 -0500

I spoke with Krishna Srinivasan, a founding general partner at LiveOak Venture Partners in Austin, Texas, an early stage venture capital firm, with investments in a variety of companies, including e-discovery review software provider, DISCO.

Is 2017 the Year of E-Discovery Consolidation?

Fri, 16 Dec 2016 18:35:00 -0500

The Evolution of the Collaborative Workspace

Thu, 15 Dec 2016 18:35:00 -0500

I spoke with Mike Murray, the director of client solutions, at Veritext, a national provider of court reporting and deposition services. He is also responsible for Law Studio, the company’s collaborative workspace.

Survey Reveals Key Developments in Law Department Operations

Fri, 09 Dec 2016 18:35:00 -0500

I spoke with Brad Blickstein, the founder of the Blickstein Group, a consulting firm that helps businesses serve corporate law departments and their law firms. He was the co-founder of Corporate Legal Times (now known as Inside Counsel) and is currently the publisher of the Annual Law Department Operations Survey.

Automating the Repetitive Processes for Small Matters

Fri, 02 Dec 2016 18:48:00 -0500

I spoke with Andrew Stein, the Vice President of Business Development for Venio Systems, an e-discovery software provider.

Sharpening Security Strategy With a Virtual Browser

Tue, 15 Nov 2016 18:48:00 -0500

I spoke with Scott Petry, the co-founder and CEO of Authentic8, the creator of Silo, a secure virtual browser. Prior to Authentic8, Scott founded Postini, an email server security company, acquired by Google in 2007.

Reinventing the Legal Profession Through Freelance Lawyering

Fri, 11 Nov 2016 18:48:00 -0500

I spoke with Lisa Solomon, the founder and CEO of Now Counsel Network, a curated network of freelance lawyers designed to help solo and small firm attorneys.

A Turbo Tax Approach for Identifying Intellectual Property and Business Risks

Tue, 25 Oct 2016 19:16:00 -0400

I spoke with Mary Juetten, the founder and CEO of Traklight, a software platform to identify, manage, and protect intellectual property assets, acknowledge business risks, and provide a roadmap for small and medium-sized business operations. She is also the co-founder of Evolve Law, a community to advance the adoption of technology in the legal field.

The Benefits of Collaborative Litigation Management

Fri, 21 Oct 2016 19:16:00 -0400

I spoke with Jeremiah Kelman, the co-founder and president of Everchron, a collaborative litigation management software platform.

Empowering Moneyball Lawyering

Wed, 19 Oct 2016 19:16:00 -0400

I spoke with Owen Byrd, the Chief Evangelist and General Counsel of Lex Machina, a company that provides legal analytics to enable lawyers to make data driven decisions.

Reinventing Review for Small and Mid-Sized Law Firms

Fri, 14 Oct 2016 19:20:00 -0400

I spoke with Rick Clark, the Senior Sales Director at TCDI, an e-discovery software and services company that supports law firms and corporate law departments. The company has also launched CVFox, a software as a service platform for small and mid-sized law firms.

Employing Legal Tech Beyond Legal

Thu, 29 Sep 2016 19:52:00 -0400

I spoke with Ian Campbell, the CEO of iCONECT, a multi-party document review platform.

ILTA Roadshow: Reinventing Document Capture and Workflow Solutions

Tue, 27 Sep 2016 19:52:00 -0400

I spoke with Karen Cummings, the Executive Vice President of Sales and Marketing, and Denise Meyer, the Director of Marketing Communications, respectively, for Omtool, which designs and builds document capture, fax and workflow solutions for law firms, healthcare providers, and financial institutions.

Marketing in an Ethically Compliant Fashion

Wed, 21 Sep 2016 19:52:00 -0400

I spoke with Robert Aicher, the President and CEO of CloudLaw, the maker of Zeekbeek, a national online legal marketplace.

Law Firm Benchmarking and the Impact of Project Management

Tue, 20 Sep 2016 20:03:00 -0400

I spoke with Bill Piwonka, the Chief Marketing Officer for Exterro, a provider of software specifically designed for legal and IT teams at Global 2000 and AmLaw 200 organizations.

Leveraging AI to Bridge the Gap Between Information and Answers

Mon, 19 Sep 2016 20:04:00 -0400

I spoke with Matt Gillis, the president of Neota Logic, a software platform for developing artificial intelligence applications, which is focused on the legal and compliance industries.

ILTACON 2016: Auto Classification and Matter-Centric Information Governance

Thu, 01 Sep 2016 20:05:00 -0400

I spoke with Sandra Serkes, the President & CEO of Valora Technologies, an information governance technology provider.

ILTACON 2016: The Power of Project Management

Wed, 31 Aug 2016 20:15:00 -0400

I spoke with Joseph Venturella and John Trickey, the founder and chief technology officer, and the director of business development, respectively, for Defined Discovery, a discovery management software company and the maker of the Foresight Discovery Management platform.

ILTACON 2016: The Advantages of a Global Cloud

Tue, 30 Aug 2016 20:15:00 -0400

I am speaking today with Peter Odgaard, the CEO of Coretech, a cloud platform consultancy based in Denmark.

ILTACON 2016: The Impact of Machine Learning on Contract Discovery

Fri, 26 Aug 2016 20:15:00 -0400

I spoke with Christina Wojcik, the Vice President of Legal Services at Seal Software, a company that provides contracts discovery and analytics tools.

ILTACON 2016: The “Less Paper” Future

Wed, 24 Aug 2016 20:26:00 -0400

I spoke with Damian Jeal, the vice president of Global Sales at Nikec Solutions, a U.K. based company that helps law firms enhance their efficiency through extranet & collaboration tools, secure file sharing, and paperless office options.

ILTACon 2016: Solving Specific Business Needs Through Collaboration

Tue, 23 Aug 2016 20:34:00 -0400

I spoke with Stuart Barr, the Chief Strategy Officer for HighQ, a cloud-based enterprise collaboration and content management platform.

ILTACON 2016: Giving Time Back to Law Firms

Mon, 22 Aug 2016 20:38:00 -0400

I spoke with Brian Smith, the President and CEO of Caseflow, an Australian software company that helps law firms enhance their case and matter management, productivity, and operational efficiency.

The Value of the Electronic Discovery Best Practices Model

Fri, 12 Aug 2016 20:44:00 -0400

I spoke with Ralph Losey, a partner with Jackson Lewis in Orlando, Florida and an internationally-recognized thought leader in electronic discovery, who has created the Electronic Discovery Best Practices model, a lawyer-centric work flow that describes the best practices of legal counsel in this aspect of litigation.

Getting to the eDiscovery Point

Wed, 10 Aug 2016 20:46:00 -0400

I spoke with James Jarvis, the vice president of product and partner management for Thomson Reuters, a multinational mass media and information corporation.

Effectively Managing Conflicts of Interest in Law Firms

Thu, 21 Jul 2016 20:51:00 -0400

I spoke with Eric Mosca, the co-founder and director of operations for InOutsource, an information governance consulting and technology implementation services provider.

Rebranding and Moving E-Discovery Forward

Fri, 15 Jul 2016 20:52:00 -0400

I spoke with David Ahrens, the chief marketing officer of FRONTEO USA, Inc., a publicly-traded global technology and services company that specializes in big data, artificial intelligence, information governance, managed review and litigation consulting for the e-discovery market. He is responsible for developing and executing an integrated marketing and communications plan, which is particularly important given FRONTEO’s rebranding to integrate UBIC North America and its subsidiaries.

Creatively Leveraging Technology to Enhance Client Service

Tue, 28 Jun 2016 07:00:00 -0400

I spoke with Alberto Estrella and Mayra Artiles, the managing partner and associate, respectively, at Estrella LLC, a full-service law firm in San Juan, Puerto Rico. We discussed the firm's new business immigration practice, how it leverages technology to enhance client service, the unique legal issues that companies face when doing business in Puerto Rico, and how the overall economy is influencing the evolution of legal services.

The Top Four Cybersecurity Mistakes Law Firms Make

Tue, 17 May 2016 07:00:00 -0400

I spoke with Roy Zur, a cyberintelligence expert, who is a retired major from the Israeli security forces, and the CEO of Cybint, an Israeli cyberintelligence company. Zur has developed cyber training programs for financial institutions, law firms, and government agencies. We discussed the genesis of Cybint, why legal professionals need to be concerned about cyber matters, what distinguishes his cyber-centric training, and four of the most common cybersecurity mistakes that law firms make, among other topics. Zur also announced an upcoming partnership with Barbri to offer his unique programming on a broader scale.

Knowledge Management for Lawyers and the Increasing Focus on Efficiency

Fri, 06 May 2016 21:06:00 -0400

I spoke with Patrick DiDomenico, the Chief Knowledge Officer at Ogletree Deakins and the author of Knowledge Management for Lawyers, published by the American Bar Association and available on Amazon.com.

Three Trends Impacting the Future of Court Reporting

Tue, 29 Mar 2016 07:00:00 -0400

I spoke with Kathy DiLorenzo, the director of U.S. court reporting for Planet Depos, an international court reporting firm, which recently launched a new professional development initiative for students called Planet Institute. We discussed the genesis of Planet Institute, the trends influencing its creation, the application process, the goals, and where the court reporting industry is headed, among other topics.

The Value of Technological Competency Certification in a Competitive Market

Wed, 02 Mar 2016 21:17:00 -0500

I spoke with Bonnie Beuth and Douglas Capozzalo, the board chairman and board secretary, respectively for LTC4, a non-profit consortium of law firms, corporate legal departments, law schools, and vendors from around the world that have established industry standard core competencies for legal technology.

State Law Resources - An Interesting Perspective on Law Firm Networks

Fri, 19 Feb 2016 07:00:00 -0500

I spoke with Patrick Paul, a partner with Snell & Wilmer, and the chairman of the board for State Law Resources, Inc., an international law firm network that focuses on referrals associated with state capital representation, government relations practices, and lobbying. We discussed the mission of State Law Resources, how it differs from other law firm networks, its selection criteria, the location of its members, reasons that a firm should join a network, and what the increasing influence of law firm networks reflects about the changing nature of legal practice.

Metrics and Measuring to Manage

Tue, 02 Feb 2016 21:19:00 -0500

I spoke with Peter Zver, President of Tikit North America, a global software and IT services company and the creator of Carpe Diem, a popular timekeeping solution in the legal market, and Justin Hectus, Director of Information, at Keesal, Young & Logan, a full service business law firm with five offices around the Pacific Rim.

Democratizing E-Discovery at Legaltech 2016

Mon, 01 Feb 2016 21:27:00 -0500

I spoke with Monica Enand, the CEO of Zapproved, a legal technology company that helps corporate counsel with the discovery process. It is the maker of Legal Hold Pro, among other tools for collection, processing, and review.

Providing Openness and Transparency to Law

Tue, 26 Jan 2016 07:00:00 -0500

I spoke with Josh Becker, the CEO of Lex Machina, a provider of legal analytics to law firms and corporate legal departments for their business development and trial success. We discussed the mission of Lex Machina, the impact of the company's acquisition by LexisNexis, the impact of analytics on legal practitioners, and where this area is headed, among other topics.

Differentiating Cloud-Based Practice Management in 2016

Thu, 17 Dec 2015 21:35:00 -0500

I spoke with Chris Stock, the CEO of LEAP US, a cloud-based practice management tool for solo practitioners and small law firms.

Strategic, Thoughtful, and Deliberate Managed Review

Wed, 09 Dec 2015 07:00:00 -0500

I spoke with Shelley Brown, an attorney and the Director of Managed Review Services at RVM, a full-service e-discovery provider. We discussed the impact of managed review, the characteristics of a successful contract attorney, the effect of artificial intelligence on e-discovery, and the advantages of near-shore vs. off-shore litigation support, among other topics. RVM recently opened a managed review facility in Cleveland and is celebrating that launch with an open house this evening.

Uncomplicated Collaboration

Wed, 04 Nov 2015 21:38:00 -0500

I spoke with Mike Murray, the director of client solutions at Veritext Legal Solutions, a national provider of court reporting and deposition services. He is also responsible for the company’s new litigation collaborative work space called LawStudio.

Why Monitoring Your Website Matters

Tue, 20 Oct 2015 07:00:00 -0400

I spoke with Reid Schroder, an account executive with Siteimprove, a company that provides web governance solutions for organizations of all sizes around the world. We discussed how Siteimprove helps law Firms, why it is important to have a website free of errors like broken links, misspellings, and SEO deficiencies, the impact of content marketing and blogging on the need to monitor professional websites, and key legal industry trends, among other topics.

Making Your IP Practice More Productive

Wed, 14 Oct 2015 21:44:00 -0400

I spoke with Nehal Madhani, the founder and CEO of Alt Legal, a cloud-based software tool to prepare and manage global IP filings. He will be presenting at the Clio Cloud Conference on the role of APIs and how Clio can be leveraged as a platform from the perspective of an attorney and a programmer.

ILTA and the Continuing Legal Process Outsourcing Revolution

Thu, 10 Sep 2015 07:00:00 -0400

I spoke with Bob Gogel, the CEO of Integreon, a leading legal process outsourcing firm serving both global law firms and corporations. Prior to joining Integreon in 2011, he was the CEO of Enrich, an employee benefits consultancy, and has held positions on the executive boards of AXA Group and Siemens Business Services GmbH. We discussed why legal processing outsourcing has become so attractive to law firms and corporations, Integreon's new global delivery center in Austin, offshoring and onshoring preferences, and data security best practices. We also spoke about the 2015 ILTA conference, emerging trends in the legal profession, and where the practice of law is headed in the next few years.

ILTA and Turbocharging Your CRM

Mon, 31 Aug 2015 07:00:00 -0400

I spoke with Todd Miller, the CEO of gwabbit, a leading ERM and data optimization solution. Miller is also the founder of WebFeat, the former CEO of Knight Ridder’s SourceOne subsidiary, and the owner of four information technology patents. We discussed the genesis of gwabbit, the problem it solves in the marketplace, how firms in the AmLaw 100 and 200 are using it, and the company’s plans for the 2015 ILTA conference, among other topics.

ILTA 2015 and Jumpstarting Your Use of SharePoint

Fri, 28 Aug 2015 21:54:00 -0400

I spoke with Doug Horton, the president and CEO of Handshake Software, a provider of SharePoint-based products and services to the legal market.

Reinventing the Summer Vacation

Thu, 06 Aug 2015 07:00:00 -0400

I spoke with Diogo Fonseca e Silva and Cristóvão Silva, the Hotel Manager and Customer Experience Manager, respectively, for the Grand Real Villa Italia Hotel & Spa in Cascais, Portugal. We discussed the elements of a unique vacation, what people want in a resort, why one might want to choose Portugal, and how technology has changed the vacation experience, among other topics.

Shifting Your Culture to Capture Cross-Selling Opportunities

Tue, 04 Aug 2015 07:00:00 -0400

I spoke with David Freeman, the CEO of the David Freeman Consulting Group and founder of the Law Firm CultureShift® process. He is a best-selling author who has written four books on law firm leadership and business development, including his upcoming book - Creating a Cross-Serving Culture Shift: Mastering Cross-Selling for Lawyers and Leaders. We discussed how the economic realities of running a law firm are fueling interest in cross-selling, ways to shift your culture to support cross-selling opportunities, how to overcome key challenges, and how to get started. He shares a few of the 13 accelerators that can help firms thrive in the current market, including getting and acting on client feedback, as well as creating trusted relationships within the firm.

Glanceable Dashboards, Predictive Power, and the Future of Document Review

Wed, 03 Jun 2015 22:00:00 -0400

I spoke with Ian Campbell and Iram Arras, the founder and CEO, and Vice President of Product Strategy, respectively, for iCONECT, a multi-party document review platform. Legaltech News recently named iCONECT-XERA a finalist for Best E-Discovery Review Platform.

Adding Mojo to Your Matter Management

Fri, 29 May 2015 07:00:00 -0400

I spoke with Tim Cheadle, the founder and CEO of MatterMojo, a cloud-based client and matter management system for small and mid-sized law firms. Prior to founding the company, he was the General Manager of the LexisNexis UK & International Enterprise Solutions business. We discussed his background and the genesis of MatterMojo, the significance of the name, the company's extensive partnership with Microsoft, and the future of cloud-based client and matter management.

The Biggest Challenges that Litigants are Facing in 2015

Tue, 12 May 2015 22:03:00 -0400

I spoke with Dr. Gavin Manes, the founder and CEO of Avansic, a firm that provides the legal, business, and government sectors with e-discovery, digital forensics, data preservation, and online review services.

The Convergence of Creativity and New Business Models

Wed, 06 May 2015 22:03:00 -0400

I spoke with Eric Hunter, the Director of Knowledge, Innovation & Technology Strategies at Bradford & Barthel, a California law firm. He is also the Executive Director of Spherical Models, a consultancy that focuses on spherical business models through innovations in big data, strategic pricing, predictive analytics, and social media. The Ark Group recently released his new book: “The Sherlock Syndrome, Strategic Success through Big Data and the Darwinian Disruption.”

Corporate Law Departments and The Legal Procurement Networkz

Fri, 10 Apr 2015 22:11:00 -0400

I spoke with Stacey Coote, the CEO of Yerra Solutions, Ltd., the U.K. subsidiary of Yerra Solutions, AG, a Swiss consulting, managed services, and products company, which helps legal and IP departments with strategy, operations, and technology.

Bringing Transparency into Billing

Mon, 23 Feb 2015 22:15:00 -0500

I spoke with Michael Tal, an attorney, who served for several years in the corporate and M&A departments of both Skadden, Arps and White & Case LLP, and the co-founder and co-CEO of BusyLamp, a provider of enterprise legal management solutions with offices in Frankfurt, Germany and New York City.

The Impact of Design and Usability on E-Discovery Software

Fri, 06 Feb 2015 07:00:00 -0500

I spoke with AJ Shankar, the founder and CEO of Everlaw, a cloud-based review platform for e-discovery. We discussed the genesis of Everlaw, which he describes as "as fast as Google and as easy to use as an Apple product," its popularity among law firms handling complex litigation and class actions, and the impact of design and usability on e-discovery software, among other topics.

The Mobility Implications of a High-Profile Data Breach

Tue, 27 Jan 2015 22:23:00 -0500

I spoke with Craig Carpenter, the president and chief operating officer at Resolution1 Security, a software provider that enables continuous automated incident resolution for data breaches through real-time insight and analysis, as well as threat intelligence integration. He joined AccessData as Chief Marketing Officer in 2013 and assumed his current role in November of 2014 when the company divided its businesses.

My Favorite Video Interview of 2014 and What it Teaches Us About Networking in 2015

Wed, 07 Jan 2015 22:25:00 -0500

When I was in London last October to moderate the Yerra Solutions Conference, I met with George Burgess, the founder and CEO of education app developer, Gojimo. He started the company when he was 17 and I plan to feature his inspiring perspective in the 2nd Edition of The Opportunity Maker, which will be out later this year. In the video below, he shares some networking tips and advice for those interested in creating something new in 2015. “Get out there and do it…there is nothing holding you back,” he says. “You’ll learn more from actually trying it than waiting and suggesting to yourself that you will do it later on in life, which never really happens.”

Continuous Active Learning and its Impact Beyond E-Discovery

Wed, 10 Dec 2014 22:28:00 -0500

I spoke with Mark Noel the Managing Director of Professional Services for Catalyst, a provider of litigation support software and services. Before joining Catalyst, Mark co-founded an e-discovery software start-up and was an intellectual property litigator with Latham & Watkins in Washington, DC.

The Rise of Alternative Legal Solutions

Wed, 03 Dec 2014 22:33:00 -0500

I spoke with with Joe Borstein, the global director of the law firm division at Pangea3, a legal process outsourcer. Borstein is also the co-author of the bimonthly alt.legal column for Above The Law. We discussed his role at Pangea3, a Thomson Reuters business, and the growing popularity of alternative managed legal solutions, which the company's extensive network of full-time attorneys provides to a range of firms, from small offices to the AmLaw 100, and many of the Fortune 1000. Borstein highlighted examples of the "not-so-new normal" trends that have transformed the legal industry, including collaborative content creation, dynamic legal technology, and the array of available outsourcing options. He also provided recommendations for how legal professionals can leverage alternative legal services.

Berkshire Beyond Buffett

Thu, 13 Nov 2014 03:07:00 -0500

In one of the most fascinating interviews I have had, I spoke with Lawrence Cunningham, a leading authority on corporate governance and culture, professor of corporate law at GW Law School (my alma mater), and the author of many business books, including his newest:

Simplifying Case Management Complexity

Tue, 28 Oct 2014 03:15:00 -0400

I spoke with Richard Spies, the president and CEO of Lucid IQ, the maker of CaseManagerPro, which is a case and matter management system used by law firms and corporate legal departments nationwide. We discussed the genesis of CaseManagerPro, how firms and corporate law departments are systematizing their approach to complex matters, and the need for readily available information to increase performance.

The Top Three Ways Corporate Legal Teams Can Improve Their Operations

Thu, 02 Oct 2014 03:23:00 -0400

I spoke with Jason Parkman, the CEO of Mitratech, an enterprise legal management software provider that helps corporate legal teams reduce their costs, collaborate, and increase their visibility. He noted that, “We are in the middle of a shift in how legal departments see themselves,” and we discussed the top three best practices they should implement today to position themselves for success in the future. They include:

Docketing is Dead. Long Live Docketing.

Fri, 26 Sep 2014 03:25:00 -0400

I spoke with Dominick Esposito, a co-founder and the executive director of eLaw, a leading docketing and calendaring software tool. He is a frequent guest speaker on computers and the law for the New York and New Jersey Trial Lawyers associations.

Visualization and the Movement Toward ‘Glanceable Information’ in eDiscovery

Tue, 16 Sep 2014 03:34:00 -0400

I spoke with Ian Campbell, the president of iCONECT Development, the maker of the XERA® hosted review platform. He is responsible for sales, business development, product lifecycle development, and legal service provider and partner relations.

Intangible Investors and the Changing Innovation Landscape

Mon, 15 Sep 2014 03:41:00 -0400

I spoke with Bruce Berman, the founder of Brody Berman Associates, a management consulting and communications firm that supports intellectual property rights holders and service providers, who is also the author of five books, including The Intangible Investor – Profiting from Intellectual Property: Companies’ Most Elusive Assets (CloseUp Media, 2014).

How Every Successful Legal Tech Professional is Like an Ironman

Wed, 16 Jul 2014 03:48:00 -0400

I spoke with BJ Schaknowski, the Vice President of Sales and Professional Services at LexisNexis, where he is responsible for all sales and consulting for software solutions sold to law firms and corporate legal departments.

Can SharePoint Save the Legal Community?

Mon, 09 Jun 2014 03:47:00 -0400

I spoke with Doug Horton, the President and CEO of Handshake Software, a leading provider of SharePoint products and services in the legal community. We discussed Handshake’s mission, the impact of its recent acquisition of the Thomson Reuters OneView portal, the impact of SharePoint 2013 on the legal community, and his views on the SharePoint as a DMS debate, among other topics.

Fighting the Law Firm Collections Battle With Evergreen Retainers

Thu, 05 Jun 2014 03:47:00 -0400

I spoke with Larry Port, the founder and CEO of RocketMatter, a total law firm management system in the cloud.

Are Digital Signatures the Answer to Productivity Challenges in Professional Services?

Mon, 19 May 2014 20:34:00 -0400

I spoke with Gadi Aharoni, the CEO of ARX, a global provider of digital signature solutions. We discussed the mission of ARX, the key differences between electronic and digital signatures, how they relate to productivity and information governance, and critical trends that are transforming the field.

Certifying Litigation Support Skills

Tue, 22 Apr 2014 20:43:00 -0400

I spoke with Chere Estrin, the president & co-founding member of the Organization of Legal Professionals, which recently launched a new certification exam focused on litigation support. We discussed the need for litigation support certification, the psychometrics used to design the test and associated prep course, and the range of topics the exam covers.

Why the Legal Industry is Attracting So Much Interest from Investors

Fri, 18 Apr 2014 20:47:00 -0400

I spoke with Mark Britton, the founder and CEO of Avvo, which he describes as “the largest legal marketplace directory and Q&A forum on the web,” about the company’s recently completed $37.5 million round of financing, as well as its upcoming Lawyernomics conference. We discussed Avvo’s plans for expansion, the keys to its success, and why the legal industry is attracting so much interest from investors. In addition, Britton provides key highlights of Lawyernomics, including descriptions of its marquee speakers Peter Shankman (who will be delivering the keynote address) and Above the Law’s David Lat, among others.

Law, Technology, and Asia: What Lawyers and Their Clients Need to Know

Thu, 17 Apr 2014 20:48:00 -0400

I spoke to David Horrigan, an analyst and counsel at 451 Research, a New York-based global analyst research firm. David covers law and technology, has served as a staff reporter and assistant editor at The National Law Journal, and is a contributing writer at Law Technology News.

Perspectives from LegalTech New York 2014

Thu, 13 Feb 2014 20:58:00 -0500

I had the privilege of meeting with many of the most respected leaders in the legal technology community at LegalTech New York last week. Below are impressions from Carolyn Betts, Director of Marketing for Nuix, and John Shaughnessy, Vice President of Corporate Affairs at Thomson

Unifying Stakeholders Across the Corporate Law Department

Tue, 17 Dec 2013 21:01:00 -0500

I spoke with Rajitha Boer, the Founder & Director of Yerra Solutions, a Basel, Switzerland-based boutique consulting firm for global law departments. We discussed the genesis of Yerra, the transparency challenges that corporate legal departments are facing, and Yerra’s inaugural in-house counsel conference in London called: “Empowering General Counsel to Lead and Succeed,” which featured speakers from AIG, Nestlé, Barclays, and various large international law firms.

Reinventing the CIO

Tue, 05 Nov 2013 07:00:00 -0500

I spoke with Doug Caddell, the new chief information officer for kCura, the maker of Relativity, a web-based platform for the processing, review, analysis, and production of electronic data. Prior to joining kCura, Caddell served as the firmwide CIO at Foley & Lardner based in Chicago. We discussed his new position, the distinction between his role in a corporation vs. a law firm, kCura's new Relativity Binders iPad app, and what the rise of influential CIOs means for the future of legal technology development.

Is Questio an Answer to E-Discovery Challenges?

Wed, 16 Oct 2013 07:00:00 -0400

I spoke with Dave Deppe, the president of UnitedLex, a global legal services company, which focuses on litigation, contract management, and intellectual property. Prior to joining UnitedLex, he was a founding partner of Focus Legal Solutions, an electronic discovery boutique, which Mutual of Omaha acquired in December 2008. We discussed the release of Questio, the company's new consultant-led technology platform, how it differs from predictive coding, its development cycle, and what it reveals about the evolution of client interaction with digital tools.

Reinventing Litigation Support

Tue, 24 Sep 2013 21:03:00 -0400

I spoke with Albert Buckwalter, the Director of Litigation Support for the U.S. Department of Justice, Civil Rights Division in Washington, DC, and the editor-in-chief of Litigation Support Today, a magazine for litigation support professionals that has been published since 2007.

The E-Billing Revolution on Display at ILTA

Thu, 15 Aug 2013 21:06:00 -0400

I spoke with Leah Beckham and Beth Thompson, the CEO and Director of Business Development, respectively, for BillBLAST, a cloud-based application that helps law firms manage their e-billing and related reporting.

A Catalyst for Reinventing the Cloud

Tue, 21 May 2013 22:17:00 -0400

I spoke with Larry Barela, the Chief Technology Officer for Catalyst Repository Systems, the developer of Insight, a cloud-based e-discovery platform.

Reinventing Marketing With a Rocket

Thu, 18 Apr 2013 22:22:00 -0400

I spoke with Larry Port, the founder and CEO of Rocketmatter, a cloud-based legal practice management and time and billing software product, about Rocket X1, the company’s new Internet marketing agency and hosting platform.

The Rising Adoption of Law Enforcement Technology in E-Discovery

Tue, 16 Apr 2013 22:27:00 -0400

I spoke with Peter Mercer, the founder and managing director of Vound, an Australia-based software development company focusing on forensics and e-discovery, which is the maker or Intella, the company’s signature tool for processing, searching, and analyzing electronically stored information.

Proof of Finding Philanthropy in E-Discovery

Fri, 05 Apr 2013 22:29:00 -0400

In the fall of 1990, I interviewed for a job that ended up changing the course of my life. The ad to which I responded was for a tutor in the then 1-year old Intergenerational Literacy Project, a collaboration between Boston University’s School of Education and the Chelsea Public Schools in Chelsea, Massachusetts. I had no experience, but wanted a work-study job that was meaningful and rewarding. It turned out to be both. 23 years later, this program continues its mission to improve the reading skills of adults and the literacy knowledge among pre-school and school-aged children.

Reinventing Cloud-Based Collaboration

Thu, 28 Mar 2013 22:31:00 -0400

I spoke with Eric Hunter, the Director of Knowledge, Innovation & Technology Strategies at California-based Bradford & Barthel, as well as the Executive Director of Spherical Models, a business model innovation consultancy.

Disrupting Legal in Six Minute Increments

Thu, 21 Mar 2013 22:37:00 -0400

I spoke with Matt Homann and JoAnna Forshee, producers of the annual LexThink.1 legal innovation conference, which is being held in Chicago on Wednesday April 3rd on the eve of the ABA Techshow. Homann is the well-known founder of LexThink, a legal innovation consultancy, as well as the creator of the popular [non] billable hour blog. Forshee is the CEO of InsideLegal, which she describes as “the insider’s guide to doing business in legal technology.”

E-Mail Archiving and the Virtualization Movement

Wed, 06 Feb 2013 22:45:00 -0500

I spoke with Rich Turner, the vice president of business development and strategic marketing for C2C Systems, an e-mail archiving and information management software company. We discussed the most significant e-mail archiving trends, the information management challenges companies will be facing this year, how they can address them, and his predictions for the next 12 months.

What to Expect When You’re Expecting E-Discovery

Fri, 01 Feb 2013 00:43:00 -0500

I spoke with Jon Resnick, the managing director and head of global sales for Huron Legal, about key operational issues that law departments and law firms will need to address in 2013.

Defensible Deletion Will Be a High Priority in the New Year

Tue, 29 Jan 2013 00:53:00 -0500

I spoke with Allison Walton, the e-discovery counsel for Symantec, the maker of Enterprise Vault, Clearwell, and other data loss prevention solutions. We discussed trends for 2013 and her expectations for Legal Tech New York.

Are E-Discovery Quality Standards Coming?

Tue, 29 Jan 2013 00:47:00 -0500

I spoke with Doug Stewart, the vice president of technology and innovation for Daegis, a full-service e-discovery company. We discussed his expectations for Legal Tech New York 2013, where the legal industry is moving, and how it is maturing. He predicted the emergence of quality standards, the release of diverse new e-discovery tools, and a continued focus on cost control.

Complexity, Cost, and Risk Are the Biggest Challenges of 2013

Mon, 28 Jan 2013 00:55:00 -0500

I spoke with Megan Miller, the vice president of marketing for GGO, a legal services provider and the developer of Digital WarRoom about 2013 trends and ways that professionals can address them.

Prediction: No New Technology in 2013

Wed, 23 Jan 2013 00:58:00 -0500

I spoke with Dale Drury, founder of AlphaLit, a litigation support company with a long history in discovery document management. We discussed key challenges that clients are likely to face over the next 12 months and best practices they can use to overcome these hurdles.

The Year’s Biggest E-Discovery Challenges May Surprise You

Tue, 22 Jan 2013 01:04:00 -0500

I spoke with Nick Robertson, vice president of sales and marketing, kCura, the developers of Relativity, a leading web-based e-discovery platform. We discussed the direction of electronic discovery, factors driving the industry, and how legal professionals can prepare for the future.