Reinventing Professionals

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 managem...

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...

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 artifici...

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 tal...

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,...

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 over...

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 ho...

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.

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 la...

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...

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.

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 .

I spoke with Kevin Harris , a project manager for Orion Law Management Systems , at Legaltech 2019 about billing best practices.

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, Lega...

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.

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, Chie...

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 Yor...

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...

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.

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 industr...

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 marke...

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 schoo...

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 align...

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 c...

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...