Reinventing Professionals

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.

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 .

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 .

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 pract...

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 , Ir...

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.

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 evolvi...

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 th...

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.

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.

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.

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 ini...

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...