Reinventing Professionals

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.

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 productiv...

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 importan...

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 te...

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 collab...

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.

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 tha...

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.

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.

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 stud...

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.

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 Divers...

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 evo...

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 i...

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.

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 fi...

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.

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 Joe...

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 p...

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.

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...

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 enter...

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.

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 f...

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 digit...