Reinventing Professionals

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.

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...

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 po...

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.

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.

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 mainta...

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 pro...

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 t...

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 v...

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 th...

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 perpetu...

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 r...

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 ch...

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 So...

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.

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.

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 departm...

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.

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-relate...

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 remotel...

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...

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...

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 futu...

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 Con...

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...