Reinventing Professionals

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...

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.

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.

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.

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-Disco...

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 c...

I spoke with Marc Zamsky , the CEO of Cimplifi , about the 2022 E-Discovery Unfiltered report and expectations for e-discovery in 2023.

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.

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.

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.

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.

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.

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.

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 la...