Reinventing Professionals

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This podcast is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.

Ari Kaplan


    • Jun 23, 2022 LATEST EPISODE
    • weekdays NEW EPISODES
    • 9m AVG DURATION
    • 2,084 EPISODES

    Listeners of Reinventing Professionals that love the show mention: legal profession, ari's, ari is one, developments, operations, highlighting, innovation, cutting edge, trends, law, leaders, definitely worth, series, wide, perspectives, issues, business, informative, knowledge, guests.



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    Latest episodes from Reinventing Professionals

    The Power of Salesforce in Legal

    Play Episode Listen Later Jun 23, 2022 14:00

    I am speaking today with Ari Treuhaft, the chief operating officer for Litify, a legal operating system for professionals in law firms and corporate legal departments. We discussed how law firms use and can use Salesforce, common hurdles to legal tech adoption, ways that Litify empowers collaboration between in-house legal teams and their outside counsel, and how technology companies in a competitive market can distinguish themselves.

    Applying Business Principles and Legal Tech to Providing Humanitarian Aid to Ukraine

    Play Episode Listen Later Jun 21, 2022 11:27

    I spoke with Jeroen Plink, the COO of the LegalTech Hub, and Jeroen Ketting, the founder and CEO of the Lighthouse Group, a provider of management and trade support to Western companies doing business in Russia and Ukraine. We discussed how a legal tech background can empower humanitarian work worldwide, best practices for adapting business knowledge and logistics expertise to support the community, and how the legal tech community can support the Lifeline Ukraine initiative.

    Empowering Technology Talent

    Play Episode Listen Later Jun 16, 2022 12:52

    I spoke with Linc Kroeger, the President of Knight Moves, a company that offers training in technology disciplines, with a focus on empowering Native American, rural, and urban underserved communities. We discussed how Knight Moves empowers technology talent, the Potential Quotient, and the trajectory of technology education.

    How Legal Professionals Are Implementing Document Automation

    Play Episode Listen Later Jun 14, 2022 10:49

    I spoke with Dorna Moini, the co-founder and CEO of Documate, a no-code platform for building document automation and client-facing web applications for legal professionals. We discussed how legal professionals are implementing document automation, the challenges associated with using no-code technology, and the impact of document automation on access to justice.

    Addressing the Challenges of Deploying and Implementing Legal Technology

    Play Episode Listen Later Jun 9, 2022 10:25

    I spoke with Priyadarshini Shetty, the founder of Elliot, a legal technology consultancy, which helps law firms and corporate legal departments analyze their existing systems, processes, and services to identify opportunities for improvement. She also publishes a legal tech content portal called Walchet.com. We discussed the legal tech sector in India, the most prominent challenges that legal teams have with deploying and implementing legal technology, and where legal technology in India is headed.

    The Value of E-Discovery Education

    Play Episode Listen Later Jun 3, 2022 10:11

    I spoke with Ari Mandel, the vice president of discovery services for Gulfstream Legal, a provider of eDiscovery, records retrieval, and court reporting services. We discussed why legal professionals should seek out e-discovery education, the value that legal professionals receive by looking to eDiscovery vendors for new programs, and the skills that legal professionals should develop to give themselves a competitive advantage in the current market.

    Cryptocurrency, Flexible Pricing, and the Evolution of Payment Options for Legal Services

    Play Episode Listen Later Jun 1, 2022 21:51

    I spoke with Kevin Gallagher, the general manager of payments at AbacusNext, a software provider for legal and accounting professionals. We discussed the benefits of using a law firm's practice management platform to accept payments, how firms can control the costs associated with payment processing, ways that legal professionals are adapting to flexible pricing models beyond the billable hour, and how payment for legal services is evolving.

    The Secret to Standing Out Online

    Play Episode Listen Later May 26, 2022 9:54

    I spoke with Marsha Redmon, the founder of Marsha Redmon Communications, which helps lawyers and other professionals build their virtual presence and use thought leadership more effectively. We discussed the secret to standing out online, ways to develop a strong virtual presence, how to connect with audiences virtually, and the worst mistake lawyers and other professionals make when they are presenting online or in person.

    Driving Law Department Transformation Through Legal Operations

    Play Episode Listen Later May 19, 2022 9:33

    I spoke with Mike Haven, the Head of Legal Operations at Intel and the President of the Corporate Legal Operations Consortium. We discussed how the legal operations sector has evolved over the past decade, where legal operations leaders see opportunities in the current market, the success of the 2022 CLOC Global Institute, and where the legal operations sector is headed.

    Leveraging Technology to Systematize Your Operations

    Play Episode Listen Later May 17, 2022 14:39

    I spoke with Owen McGab Enaohwo, the co-founder and CEO of SweetProcess, a software platform designed to systematize an organization's business operations. We discussed how professionals can leverage technology to systematize their tasks, best practices for documenting procedures, the challenges associated with that effort, and the results an organization can expect once it streamlines its processes.

    How Organizations Should Define Wellness

    Play Episode Listen Later May 13, 2022 11:32

    I spoke with John Robertson, the founder of Fortlog Services, a training company that focuses on helping organizations manage transitions: workplace change and upheaval, conflict, and stress, among other areas. We discussed how organizations should define wellness, ways they can optimize it, and best practices for addressing and resolving conflicts in the workplace.

    The Trajectory of Justice Tech

    Play Episode Listen Later May 6, 2022 10:04

    I spoke with Maya Markovich, the executive in residence at Village Capital, and the executive director of the Justice Technology Association. We discussed the mission of the Justice Technology Association, the problems that justice tech aims to address, how her experience with NextLaw Labs has helped to shape her approach, and where justice tech is headed.

    Addressing Key Information Governance Challenges

    Play Episode Listen Later May 5, 2022 12:49

    I spoke with Craig Carpenter and Dean Gonsowski, the CEO and CRO, respectively for Gimmal, a provider of software and services to streamline the discovery, migration, governance, and compliance of information. We discussed the genesis of Gimmal, the biggest information governance challenges that legal teams need to address, how companies should revise their records retention and document management plans, and the impact that technology is having on the way organizations approach their e-discovery matters.

    Applying Search Technology to Legal Matters and Beyond

    Play Episode Listen Later Apr 29, 2022 13:56

    I spoke with John Tredennick, the founder and CEO of Merlin Search Technologies, a developer of cloud-based search applications. We discussed the genesis of Merlin Search Technologies, how his experience as a large law firm partner and CEO of Catalyst has helped shape Merlin's mission, the matters for which search technology is best suited, how legal technology is evolving beyond legal, and advice for legal tech entrepreneurs.

    The Rise of Hospitality and Hoteling in Law Firms

    Play Episode Listen Later Apr 22, 2022 13:49

    I spoke with Anthony Davies, the Chief Revenue Officer for Forrest Solutions, an onsite outsourcing, flexible staffing, and alternative legal services provider. We discussed how the move to a hybrid work model has impacted attorney retention, recruitment, and collaboration, the “rise of hospitality” in law firms, and the changing expectations of working in an office.

    Spring Break Special – Making the Most of Miami Beach at the Fontainebleau

    Play Episode Listen Later Apr 21, 2022 7:17

    I spoke with Josh Herman, the vice president for marketing and public relations at the Fontainebleau Miami Beach. We discussed what makes the hotel unique, how it shifted its focus during the pandemic, the best time to visit, and what business lessons leaders can learn from how the Fontainebleau Miami Beach has maintained its appeal over many years.

    The Masters Conference and Honing Your Skills in a Post-Pandemic Legal Market

    Play Episode Listen Later Apr 15, 2022 8:36

    I spoke with members of the board of directors for The Masters Conference, including Rick Clark, its co-founder, and senior director of sales enablement and strategy with CloudNine, Monica Harris, product business manager of enterprise solutions at Cellebrite, and Marla Mohr, manager of client relations at ACEDS, We discussed the return of The Masters Conference, how its 2022 schedule honors the legacy of Robert Childress, who led the conference for many years, what distinguishes this series, and the skills that are necessary for legal professionals to thrive in a post-pandemic environment.

    Building Trust in Artificial Intelligence

    Play Episode Listen Later Apr 12, 2022 9:54

    I spoke with Dean Whalen, the chief legal officer for Readback, an artificial intelligence-assisted court reporting platform. We discussed ways to build trust in AI, how states are adapting to changes in court reporting, and how court reporting will evolve.

    Why a Consumer Would Choose a Legal Technology Application Over an Attorney

    Play Episode Listen Later Mar 31, 2022 11:15

    I spoke with Scott Seidewitz, the CEO of BlissDivorce, a company that leverages dispute resolution technology to streamline divorce proceedings. We discussed how BlissDivorce differs from other online divorce platforms, why a consumer would choose to leverage technology over hiring an attorney, and how legal technology is evolving to support consumers.

    The Role of Technology in Driving Innovation and Efficiency in Corporate Legal Departments

    Play Episode Listen Later Mar 29, 2022 10:56

    I spoke with Stephanie Corey, the co-founder and general partner of UpLevel Ops, a legal strategy and operations consulting firm. She is also the co-founder of the Legal Innovators Network, a new association exclusively for senior legal operations professionals. We discussed the role of technology in driving innovation and efficiency in corporate legal departments, the Legal Innovators Network, and where the field of legal operations is headed.

    How Technology is Reshaping Litigation

    Play Episode Listen Later Mar 24, 2022 14:22

    I spoke with Stephen Dowling, a barrister in Dublin, Ireland, and the founder of Trialview, a software platform designed for litigators to prepare their evidence and present it at trial. We discussed the genesis of Trialview, how it integrates with other legal technology tools, and how technology is reshaping litigation.

    Modern Legal Operations – At the Convergence of Law and Business

    Play Episode Listen Later Mar 22, 2022 10:14

    I spoke with Marla Crawford, the general counsel at Cimplifi, an integrated legal services provider that aligns e-discovery and contract analytics for corporate legal departments and law firms. We discussed how the delivery of legal services has shifted, Cimplifi's new market research report, Modern Legal Operations: At the Convergence of Law and Business, and how the role of legal operations professionals is evolving.

    Mixtape: Legalweek 2022 Day Two

    Play Episode Listen Later Mar 18, 2022 7:24

    For this Legalweek 2022 day two mixtape, I was fortunate to speak with Ryan Anderson of Filevine, Dan Berlin of TABS3, Ian Campbell of iCONECT, Debbie Foster of Affinity Consulting, Steve Goldstein of Squire Patton Boggs, Eric Gonzales of Epiq, Anil Kona of Ligl, Matt Mahon at Trustpoint.One, Soumya Nettimi of Paradigm, Memme Onwudiwe of Evisort, Steve Schley of ContractPodAi, Joey Seeber of Level Legal, Danny Thankachan of Blank Rome, and Nick Whitehouse of Onit.

    Mixtape: Legalweek 2022 Day One

    Play Episode Listen Later Mar 15, 2022 4:08

    On the first official day of Legalweek 2022, I was fortunate to speak with Haley Altman, Haydn Jones, Karl Harris, Jeff Pfeifer, Mike Suchsland, Ethan Treese, and Jim Vint about their expectations for the conference.

    Mixtape: Legalweek 2022 Preview

    Play Episode Listen Later Mar 14, 2022 9:22

    After two years, it was great to feature an array of perspectives on legal technology during Legalweek 2022. Thanks to Alex Babin, Darin Bartik, Haresh Bhungalia, Dean Brown, Lydia Flocchini, Tim Follett, Ned Gannon, Laura Keily, Rakesh Madhava, Joshua Schnoll, Jason Smith, Ari Treuhaft, Laurence Winters, and Laura Wooster for sharing their views on the day before the conference began.

    The Difference Between Legal Advice and Legal Coaching

    Play Episode Listen Later Mar 10, 2022 9:34

    I spoke with Scott Reib, an attorney for business owners, entrepreneurs, coaches, and providers of professional services. We discussed the firm's Access legal services subscription, the difference between legal advice and legal coaching, how lawyers can support the success of a client's business, and how the pandemic impacted the way that businesses approach transactions remotely.

    Freedom to Operate and Leveraging Technology to Address IP Legal Challenges

    Play Episode Listen Later Mar 7, 2022 12:22

    I spoke with patent attorney Gabe Sukman, the CEO and founder of ClearstoneIP, an intellectual property technology provider with offices in the U.S. and Europe. We discussed why the freedom-to-operate sector is important, trends in IP enforcement, and the biggest challenges that IP lawyers are facing today.

    The Value of Leveraging Productivity Automation Technology

    Play Episode Listen Later Mar 4, 2022 9:26

    I spoke with Alex Babin, the CEO of ZERO, a company that provides productivity automation software for law firms. We discussed why law firms are leveraging productivity automation technology, the tasks for which legal professionals should apply artificial intelligence, the company's $12 million Series A investment round, and how the appeal of automation will evolve.

    Enhancing the Value of Practice Management Technology

    Play Episode Listen Later Mar 2, 2022 13:24

    I spoke with Chris Cartrett and Raphael Shure, the CEO and COO, respectively, for Aderant, a developer of practice management software for legal professionals. We discussed why legal teams are increasingly focused on leveraging technology for practice management, how the pandemic impacted the way law firm leaders manage their teams and operations, Aderant's acquisition of American LegalNet, and the most promising areas of legal in 2022.

    Implementing Standards for the Access and Availability of Global Intellectual Property Office Laws and Data

    Play Episode Listen Later Feb 28, 2022 13:03

    I spoke with Nehal Madhani, the founder and CEO of Alt Legal, the developer of a cloud-based IP docketing software platform that helps legal professionals prepare and manage their IP filings. We discussed how legal technology companies can adapt to a changing legal climate, growth opportunities, the appeal of automating legal tasks, Alt Legal's acquisition of Towergate, and the launch of the International Intellectual Property Standards Organization.

    Selling a Legal Technology Company

    Play Episode Listen Later Feb 25, 2022 9:22

    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.

    The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market

    Play Episode Listen Later Feb 22, 2022 11:08

    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 impacted law firm talent management, ways that technology can help law firms hire and retain talent, and where law firm innovation is headed.

    Aligning CRM With Profitability and Financial Performance

    Play Episode Listen Later Feb 18, 2022 9:42

    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 portfolio will empower its customers, and how customer relationship management aligns with profitability and financial performance.

    How Law Firms Can Align Their Brands and Reputations

    Play Episode Listen Later Feb 17, 2022 10:40

    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.

    Sustaining Law Firm Growth and Profitability in 2022

    Play Episode Listen Later Feb 9, 2022 20:20

    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.

    How Entrepreneurs and Leaders Can Maintain Momentum in this Uncertain Market

    Play Episode Listen Later Feb 4, 2022 15:55

    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 maintain momentum in this uncertain market.

    The Most Challenging Aspects of E-Discovery for Legal Professionals in 2022

    Play Episode Listen Later Feb 2, 2022 10:07

    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 professionals in 2022, opportunities for streamlining the process, and how the approach to e-discovery has changed due to remote work.

    Visualizing Legal Transactions and Structures

    Play Episode Listen Later Jan 27, 2022 10:21

    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 transactions is headed.

    Empowering Cybersecurity in Law Firms

    Play Episode Listen Later Jan 25, 2022 9:46

    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 verify that its cybersecurity program is complete.

    Fueling New Opportunities in Legal Tech

    Play Episode Listen Later Jan 21, 2022 11:53

    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 that are most attractive to investors.

    Practice Management and the Future of Remote Work

    Play Episode Listen Later Jan 12, 2022 9:51

    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 perpetual state of uncertainty.

    Automation and Innovation for Corporate Legal Teams in 2022

    Play Episode Listen Later Jan 5, 2022 12:00

    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 remotely, the cloud, and key considerations for corporate legal teams evaluating software in 2022.

    Creating a Blueprint for Building an Inclusive and Equitable Company

    Play Episode Listen Later Dec 29, 2021 16:09

    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 challenges associated with achieving workplace diversity, and how culture impacts diversity, equity, and inclusion.

    Learning From Leaders in the 2021 CEO Roundtable

    Play Episode Listen Later Dec 22, 2021 18:23

    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 Solutions; Nicolas Leroux, CEO, Kalexius; Rakesh Madhava, CEO, Nextpoint; Gary Sangha, CEO, LexCheck; Joey Seeber, CEO, Level Legal; and, Ram Vasudevan, CEO, QuisLex.

    The Value of Interoperability

    Play Episode Listen Later Dec 17, 2021 15:57

    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.

    Privacy, Antitrust, and the Changing Regulatory Landscape

    Play Episode Listen Later Dec 15, 2021 8:47

    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.

    Where Legal Teams Are Deploying AI Most Effectively

    Play Episode Listen Later Dec 10, 2021 7:42

    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 departments, and where legal teams are deploying AI most effectively.

    The Value of Automation in Litigation

    Play Episode Listen Later Dec 9, 2021 8:51

    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.

    Best Practices for Making Good Choices

    Play Episode Listen Later Dec 3, 2021 16:00

    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-related challenges students face as they address changing workplace dynamics.

    The Main Challenge in Financial Services Communications Compliance

    Play Episode Listen Later Nov 23, 2021 12:58

    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 remotely, and post-pandemic regulatory scrutiny.

    Implementing Financial Intelligence to Give Law Firms a Competitive Advantage

    Play Episode Listen Later Nov 18, 2021 15:23

    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 a Competitive Advantage in 2022 and Beyond – that the three companies commissioned to identify key trends among law firm financial leaders.

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