Podcast appearances and mentions of bob ambrogi

"Everybody understands the world is volatile, but they don't necessarily understand why it's volatile or how to deal with it," says Sean West, cofounder of Hence Technologies and author of the new book, Unruly: Fighting Back When Politics, AI, and Law Upend the Rules of Business. "Unruly is a play on words. ... The world is kind of ‘unruling.' The rules and norms that were developed during globalization are falling away." On this week's LawNext, West joins host Bob Ambrogi to discuss how the collision of geopolitics, technology, and legal shifts is creating unprecedented challenges for businesses of all sizes – and their legal advisors. Their conversation explores how businesses can turn volatility into opportunity, the importance of strategic legal counsel in this environment, and why companies of all sizes need access to geopolitical intelligence. They also discuss Hence's recent launch of Hence Global, an AI-powered platform designed to help businesses and their legal counsel manage geopolitical uncertainties by providing customized, real-time risk analysis and insights tailored to specific business roles and needs. West explains how the platform delivers personalized, role-specific intelligence that enables legal teams to better serve their clients and organizations in an increasingly uncertain world. Before cofounding Hence in 2020, West was global deputy CEO of Eurasia Group, a global affairs advisory firm, where he advised CEOs, general counsel and investors on geopolitical and legal risk. He is also a lecturer at the University of California, Berkeley, School of Law.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

LawDroid Founder Tom Martin on Building, Teaching and Advising About AI for Legal If you follow legal tech at all, you would be justified in suspecting that Tom Martin has figured out how to use artificial intelligence to clone himself.  While running LawDroid, his legal tech company, the Vancouver-based Martin also still manages a law practice in California, oversees an annual legal tech awards program, teaches a law school course on generative AI, runs an annual AI conference, hosts a podcast, and recently launched a legal tech consultancy. In January 2023, less than two months after ChatGPT first launched, Martin's company was one of the first to launch a gen AI assistant specifically for lawyers, called LawDroid Copilot. He has since also launched LawDroid Builder, a no-code platform for creating custom AI agents.  Beyond his work at LawDroid, Martin is an adjunct professor at Suffolk Law School, teaching "Generative AI and the Delivery of Legal Services," and is a co-founder of the American Legal Technology Awards, which will be holding its sixth annual ceremony this October in Boston. In today's conversation, LawNext host Bob Ambrogi speaks with Martin about his journey from practicing lawyer to legal tech founder, his perspective on how gen AI is transforming the legal profession, and his insights on implementing AI in law firms and legal aid organizations.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 02:42 California Bar Reveals It Used AI For Exam Questions, Because Of Course It Did (Selected by Joe Patrice) 13:34 An App That Lets People Cheat On Everything? Just What Lawyers Need (Selected by Stephen Embry) 27:06 Trump Executive Order Calls for Artificial Intelligence to Be Taught in Schools (Selected by Victor Li) 37:52 DOJ Makes Up Fake Supreme Court Quote About Deportation Hoping No One Notices (Selected by Joe Patrice) 47:20 Midsized Law Firms Increasingly See AI and Interconnected Technology as Critical for Future Success, New Survey Finds (Selected by Bob Ambrogi) 56:38 Aiming for Accuracy, Group Launches Legal AI Adoption Index; Invites Law Firms and Legal Teams to Self-Report (Selected by Bob Ambrogi)

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 01:57 Generative AI Can Help Overworked Immigration Lawyers Navigate These Tumultuous Times (Selected by Victor Li) 12:01 10 Practical Ways for Legal Professionals to Start Using Generative AI Today (Selected by Niki Black) 17:20 An AI-Assisted Look At Four New Surveys On AI Adoption In Law: How Do They Compare? Differ? (Selected by Bob Ambrogi) 25:04 AI Disruption Is Coming—Likely Later but (Much) Bigger than Expected (Selected by Joe Patrice) 35:27 Plagiarism Panic Hits the Courtroom (Again), And It's Still Nonsense (Selected by Joe Patrice) 45:39 N.J. Supreme Court Adopts Tech CLE Requirement But Declines to Adopt Duty of Tech Competence (Selected by Bob Ambrogi) 48:51 And obviously there's my porn story which I will mention but I'm not sure how much discussion it will inspire (Selected by Joe Patrice)

In the gold rush of generative AI, it seems that every legal tech vendor wants to be a one-stop shop for legal technology. But after 15 years of developing legal tech, Nik Reed, CEO of Knowable, a legal technology company devoted to helping enterprises bring order and organization to their executed agreements, believes that lawyers should be wary of the hype. Often, the most successful AI solutions are those that focus on solving specific problems exceptionally well rather than attempting to be all things to all lawyers.  On today's LawNext, Reed joins host Bob Ambrogi for a conversation that explores what makes legal AI actually work well in practice. It is a topic he has been thinking about, in one form or another, since he was still a student at Stanford Law School, where he co-founded the legal research startup Ravel with classmate Daniel Lewis in 2012. After LexisNexis acquired Ravel in 2017, Reed moved into strategic product management there, and then joined Knowable in 2019 to lead its product research and development. He became the company's CEO last November, just as the company launched Ask Knowable, its generative AI suite.  In a conversation that explores what makes legal AI actually work in practice, Reed emphasizes the critical importance of pristine data environments, high-quality metadata, and clearly defined use cases. “It's still hard to build really good products, especially for lawyers, and it takes a lot of hard work,” Reed says. “ And anyone that's telling you that that's not the truth is probably already a product that you shouldn't be using.” But ultimately, he believes, AI has the potential to restore balance to legal practice by handling the rote work lawyers never wanted to do, allowing them to return to what they went to law school for – critical reasoning and solving complex problems. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. LEX Reception, Never miss a call, with expert answering service for Lawyers. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

As reported yesterday in an exclusive at LawSites blog, two leading international legal transformation organizations, the Digital Legal Exchange (DLEx) and the Liquid Legal Institute (LLI), have joined forces in a strategic union that brings together more than 1,500 members representing more than 140 multinational corporations, organizations, institutions and agencies across more than 20 countries.  On today's LawNext, two of the principles of that union — Mark Cohen, chairman emeritus of DLEx, and Dr. Dierk Schindler, cofounder of LLI — join host Bob Ambrogi to discuss their vision of creating the world's leading think tank for legal transformation. Among the topics they discuss:  The origins and evolution of both organizations. How their complementary approaches — LLI's grassroots community spanning all levels of organizations and DLEx's executive-level focus — will create greater impact together. What "legal transformation" means in today's rapidly evolving environment. How businesses are driving change in the legal function. The importance of mindset in transformation. Plans for future collaboration, including joint projects and events. Listen to gain unique insights into how these organizations aim to shape the future of legal through collective effort and a truly global perspective.   About the Guests Mark Cohen is the chairman emeritus of DLEx and founder of Legal Mosaic. With nearly 50 years in the legal industry, Mark has been a prosecutor, partner at a major law firm, founder of his own firm, and head of an international aviation parts business. He writes for Forbes and teaches at law and business schools around the world. Dr. Dierk Schindler is a co-founder of the Liquid Legal Institute. He holds a Ph.D. in European law and has extensive experience in private practice and in-house legal departments. Schindler has been a driving force in legal innovation and process-driven legal operations.   Related Resources Liquid Legal Institute website Digital Legal Exchange website Liquid Legal: Sustaining the Rule of Law – Artificial Intelligence, E-Justice and the Cloud (book publication) Upcoming events: Legal Tech Talk 2025 (London, June 26-27, 2025) and LLI's 2025 Summit (Düsseldorf, July 7-8, 2025)   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. LEX Reception, Never miss a call, with expert answering service for Lawyers. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

“The landscape we all stand on is shifting, and massive amounts of change are upon us,” Phil Saunders, the chief executive officer of e-discovery and legal technology giant Relativity, recently wrote in a post on the company's blog. Driving that change are three transformative forces, he wrote: new legal data challenges, advancing generative AI, and legal's journey to the cloud.  On this episode of LawNext, Saunders – who joined Relativity as CEO in 2022 after three decades in the technology sector – joins host Bob Ambrogi to discuss why he believes that both Relativity and the legal industry at large are at a pivotal moment, and to outline his company's vision for navigating these three forces reshaping the legal technology landscape.  Within Saunders' blog post was a notable announcement: Starting in 2028, Relativity will require that all new matters be hosted on its cloud platform, RelativityOne – a significant milestone for a company that built its success on its on-premises Relativity Server product.  The conversation starts there, with what might be considered the last mile in the company's transition to the cloud. Saunders also discusses what attracted him to join Relativity, how the company is approaching the opportunities and challenges presented by generative AI, its work with the Legal Data Intelligence initiative, and his longer-term strategic vision for Relativity.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. LEX Reception, Never miss a call, with expert answering service for Lawyers. Legalweek, March 24-27, New York Hilton Midtown. Register today at legalweekshow.com. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 04:50 Clio moves into Big Law space with acquisition of ShareDo, with special guest Joshua Lenon 23:25 AZ Supreme Court hiring AI spokespeople (Selected by Joe Patrice) 37:00 The End of Reality? How to combat deepfakes in our legal system (Selected by Victor Li) 43:55 AffiniPay's 2025 Legal Industry Report Portrays A Profession At A Technological Crossroads (Selected by Bob Ambrogi) 51:06 What I learned from a week at South by Southwest (Selected by Stephen Embry)

Recently, legal technology company SurePoint Technologies acquired the legal practice management company ZenCase in a strategic move aimed at enhancing SurePoint's practice management offerings for mid-sized law firms. In this episode of LawNext, Eric Thurston, who recently marked his two-year anniversary as CEO of SurePoint Technologies, joins host Bob Ambrogi to discuss the acquisition and share his perspective on the mid-market landscape in law.  Originally founded in 1982 as Rippe & Kingston, SurePoint has established itself as a leading provider of financial and practice management software for mid-sized law firms, currently serving nearly 1,000 customers. As Thurston explains in the interview, the acquisition of ZenCase strengthens its front-end capabilities with features tailored specifically for lawyers. The acquisition helps SurePoint "leapfrog innovation by about three years," he says, while addressing customer demands for more lawyer-friendly interfaces. The conversation also explores SurePoint's earlier acquisition of Leopard Solutions, a business intelligence platform that provides comprehensive data on attorneys and law firms across the country, enabling everything from strategic recruiting to competitor analysis. Thurston explains how they've already integrated Leopard's analytics into ZenCase, allowing lawyers to quickly access valuable industry data. Looking at the mid-market practice management landscape, Thurston acknowledges that it is currently fragmented, but he believes SurePoint is positioned to become "the Clio of the mid-market." He outlines the company's vision to help firms not just manage their practices but accelerate growth through better technology, data analytics, and business intelligence. With a philosophy that "you're either growing or dying," Thurston shares how he believes SurePoint continues to evolve while helping law firms do the same.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. LEX Reception, Never miss a call, with expert answering service for Lawyers. Legalweek, March 24-27, New York Hilton Midtown. Register today at legalweekshow.com. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

This is a free preview of a paid episode. To hear more, visit davidlat.substack.comIf you follow the legal profession and industry, you need to know about legal technology. New innovations have transformed, and continue to transform, the practice of law. And with the arrival of generative AI, the impact of technology upon the world of law will only grow—exponentially.To better understand the implications of emerging legal tech, I interviewed Joe Borstein, one of the most knowledgeable people I know on this subject. Joe is the CEO and co-founder of LexFusion, a top accelerator of tech companies in the legal space—which was recently acquired by Baretz+Brunelle (BAA-retz and BREW-nell) aka B+B, a leading growth advisory firm to elite businesses in the legal sector.Is legal tech finally having its moment—and if so, why? How will AI affect the legal industry, including but not limited to employment opportunities? Which AI-driven products and companies are ones to watch in the years ahead? Listen to my conversation with Joe to learn all of this—and much more.Show Notes:* Joseph Borstein bio, LexFusion* Communications and Marketing Firm Baretz+Brunelle Acquires Go-to-Market Company LexFusion, by Bob Ambrogi for LawSitesPrefer reading to listening? For paid subscribers, a transcript of the entire episode appears below.Sponsored by:NexFirm helps Biglaw attorneys become founding partners. To learn more about how NexFirm can help you launch your firm, call 212-292-1000 or email careerdevelopment at nexfirm dot com.

After building his career as an engineer at Facebook and as a venture capitalist at Lightspeed Venture Partners, Jay Madheswaran and his cofounders spotted an opportunity to deploy cutting-edge AI to transform what they saw as an underserved segment of the legal market, launching Eve, an AI platform purpose-built for plaintiffs' law firms. Eve has quickly gained traction, recently securing a $47 million Series A round led by Andreessen Horowitz, and boasting 800% year-over-year growth.  But what makes Eve's story particularly interesting is its mission to transform traditional plaintiffs' firms into what Madheswaran calls "AI-native law firms" – where technology does not just automate tasks but fundamentally changes how legal services are delivered, in part by encoding firms' unique knowledge and processes into intelligent systems. In today's episode, Madheswaran joins host Bob Ambrogi to explain his concept of AI-native law firms and describe how Eve's technology can help firms double or triple their caseloads by automating everything from case-intake analysis to document drafting, all while learning to work in each firm's unique voice and style.  He also discusses the challenges of building trust with lawyers around AI and his vision for increasingly specialized legal services in an AI-powered future.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). LEX Reception, Never miss a call, with expert answering service for Lawyers. Legalweek, March 24-27, New York Hilton Midtown. Register today at legalweekshow.com.    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 Panelist Introductions 03:43 Trump Cancels The SEC's Westlaw Subscription For Probably The Dumbest Possible Reason (Selected by Joe Patrice) 14:40 My JELL-O Theory of Legal Tech (Selected by Stephanie Wilkins) 30:50 Wondering what the Big 4 are up to? Stuart Bedford, KPMG's global head of legal services, makes it pretty clear (Selected by Stephen Embry) 41:50 Upsolve: Building the turbotax of bankruptcy and battling UPL restrictions (Selected by Bob Ambrogi) 45:25 AI in Law Firms: Ethics Committees Are Clearing the Path Forward (Selected by Niki Black) 54:00 Deposely Offers Free AI Deposition and Litigation Tools Through New ‘Essentials' Program (Selected by Stephanie Wilkins)

When former Wall Street lawyer Jonathan Petts joined forces in 2016 with Rohan Pavuluri, then a research assistant in Harvard Law School's Access to Justice Lab, and Mark Hansen, a software engineer, to create Upsolve, they had a simple but powerful vision: make bankruptcy filing as accessible as online tax preparation for Americans crushed by debt.  Today, their nonprofit has helped over 16,000 low-income families discharge more than $700 million in debt through Chapter 7 bankruptcy – all at no cost to users. In this episode of LawNext, host Bob Ambrogi is joined by Petts, now Upsolve's CEO, and Ben Jackson, an ex-Uber driver who joined Upsolve's founding team after his first year of law school and who is now chief product officer. They share their personal journeys that led them to create Upsolve, from Petts' experience as a big firm lawyer helping pro bono clients get fresh starts to Jackson's own struggles with $60,000 in credit card debt.  They detail how Upsolve works, who it serves, and how they maintain quality while providing free services.They also discuss how they're leveraging AI to expand their impact, their battle against unauthorized practice of law restrictions in a groundbreaking federal lawsuit in New York, and their mission to help Americans rebuild their financial futures. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). LEX Reception, Never miss a call, with expert answering service for Lawyers.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 Panelist Introductions 08:20 Federal Judge Rules Legal Research Startup ROSS Infringed Westlaw's Copyrights, Rejecting Fair Use Defense (Selected by Bob Ambrogi) 25:15 Harvey raises $300M, and LexisNexis is involved (Selected by Bob Ambrogi) 32:40 No. 42 law firm by head count could face sanctions over fake case citations generated by AI (Selected by Victor Li) 46:00 DOGE website presents cybersecurity nightmare... and it's coming for DOJ (Selected by Joe Patrice)

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 Panelist Introductions 03:20 Women + AI Vanderbilt Summit (Selected by Stephanie Wilkins) 21:50 Funding Freezes, Crowdfunding, And Legal Tech: The Ever-Changing Access-To-Justice Landscape (Selected by Niki Black) 27:10 Three stories on experiment with OpenAI's Deep Research for performing deep research (Selected by Bob Ambrogi) 36:40 Please, Please Stop Using ChatGPT If You're Not Checking Cites (Selected by Joe Patrice) 48:17 Recent product roll outs from Microsoft and OpenAI may provide courts with viable and secure Gen AI options. Are litigants ready for it? (Selected by Stephen Embry) 53:30 Hard lessons on selling your company (Selected by Caroline Hill)

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 Panelist Introductions 05:33 RIP: Barry Bayer (Selected by Bob Ambrogi) 12:41 Why Is Everyone Talking About DeepSeek? (Selected by Caroline Hill and Stephanie Wilkins) 42:05 Putting A Nail In the Coffin of Its On-Prem Product, Relativity Sets 2028 Deadline for All New Cases to Move to the Cloud (Selected by Bob Ambrogi) 50:00 Both Dakotas consider widely different public service options to bar exam, law school (Selected by Victor Li) 55:16 Access to Justice 2.0: How AI-powered software can bridge the gap (Selected by Niki Black)

Earlier this month, the Legal Services Corporation, the largest funder of civil legal aid in the United States, held its annual Innovations in Technology Conference in Phoenix. This year's conference was particularly special for two reasons. For one, it was the conference's 25th anniversary, as well as the 25th anniversary of the Technology Initiative Grants program that was the genesis of the conference.  For another, this year's conference followed the official retirement in November of Glenn Rawdon, the person who got the conference started in the first place and who oversaw it all these years. As program counsel at the LSC since 1999, it was Rawdon's job to assist legal services programs with their technology efforts, manage the LSC's technology grants, and make this conference happen every year.  Rawdon is our guest this week, as he sits down with host Bob Ambrogi to share the origin story and evolution of the two groundbreaking LSC initiatives he helped launch and oversee — the TIG program and the ITC conference (long known as the TIG conference).  From the conference's humble beginnings as a gathering of 32 people in New Orleans in 2000, Rawdon explains how it grew into what many now consider the premier global event focused on technology and access to justice, this year drawing 700 attendees and 150 presenters from around the world. He also discusses how the TIG program, which started with a $7.5 million budget funding mainly website projects, evolved to support more sophisticated technology initiatives aimed at expanding access to legal services. Drawing from his unique background as a solo practitioner who embraced technology in the 1980s to improve his own efficiency, Rawdon shares insights about the initially tentative but gradually expanding role of technology in legal aid organizations. He discusses key milestones like the development of document assembly tools, online intake systems, and statewide legal information websites — innovations that helped transform how legal aid is delivered.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). LEX Reception, Never miss a call, with expert answering service for Lawyers.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 Panelist Introductions 01:57 Tom Goldstein case (Selected by Joe Patrice) 17:55 CES 2025: lessons learned for legal (Selected by Stephen Embry) 29:09 Report on the LSC's Innovations in Tech conference (Selected by Bob Ambrogi) 36:27 Businesses Would Report AI Layoffs to New York Under Hochul Plan (Selected by Niki Black) 46:10 Harvey's 'aggressive' $3B valuation (Selected by Joe Patrice) 48:44 Cynthia Outlook tool (Selected by Bob Ambrogi)

From legal aid attorney to legal tech innovator, Sateesh Nori brings a unique perspective to the intersection of artificial intelligence and access to justice.  After spending two decades in the trenches as a housing lawyer at legal aid offices in New York City, Nori now bridges multiple worlds – continuing his legal aid work at the Legal Aid Society of NYC while also serving as an adjunct clinical professor at NYU Law School in its eviction defense clinic and working as a senior legal innovation strategist at Just-Tech LLC, a technology consulting firm that focuses on legal services providers.   He recently partnered with Housing Court Answers, a nonprofit tenants' rights organization in NYC, and Josef, the legal automation company, to develop and launch Roxanne, an AI-powered tool to help tenants understand their repair rights, and he believes artificial intelligence could be the key to finally making meaningful progress in closing the justice gap.  As if all that were not enough to keep Nori busy, he recently published a memoir, Sheltered: Twenty Years in Housing Court, and gave a TEDx talk, How A Chatbot Can Save Someone From Homelessness.  Today, in a conversation recorded live at the Legal Services Corporation's Innovations in Technology conference in Phoenix last week, Nori and host Bob Ambrogi discuss why he believes that AI is as transformative as electricity, how he is using it in his own work, and why he believes law schools are failing to prepare students for the AI revolution. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 Panelist Introductions 04:25 - Courtroom VR... it sucks (Selected by Joe Patrice) 22:23 - KPMG Law US Seeks Alternative Business License, Shaking Up Legal Status Quo (Selected by Victor Li & Stephanie Wilkins) 32:00 - New FL Bar Guide for Lawyers (Selected by Niki Black) 38:00 - AI-Powered Tool Launches to Help New York Tenants Enforce their Repair Rights (Selected by Bob Ambrogi) 41:08 - Alexi Says Its New AI Tool for Litigators Is Capable of Advanced Legal Reasoning (Selected by Bob Ambrogi) 48:45 - First Fully A.I. Drafted Complaint Filed In Federal Court And... It's Hot Garbage! (Selected by Joe Patrice)

Anastasia Boyko likes to say that she's Goldilocks-ed her way through her career. True, it's been a varied career, as she's tried out different roles, but it is a career that has taken her full circle, from Yale Law School, where she graduated, and then eventually back to Yale Law to create a program in leadership for lawyers, and from Salt Lake City, where she grew up after she and her mother fled Soviet-era Ukraine, and then back to that city as chief innovation officer at the University of Utah's S.J. Quinney College of Law.  Along the way, Boyko has learned a thing or two about the roles of leadership and innovation in legal education, and she has strong opinions about why law schools should do better at preparing students to be both leaders and innovators. In today's LawNext, Boyko joins host Bob Ambrogi to share the journey of her Goldilocks-ed career and her insights on leadership and innovation, as well as ac-cess to justice.  After graduating from Yale Law School, Boyko began her career in private practice as a tax lawyer. She went on to hold diverse professional positions, including law librarian, Supreme Court intern, banker, yoga teacher, wellness entrepreneur, and career coach. She returned to Yale Law as the inaugural dean of the school's Tsai Leadership Program, where she developed an innovative leadership program for lawyers, and returned to the University of Utah's law school, first as director of non-J.D. programs and then as chief innovation officer.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

On today's LawNext: we hand over the podcast to NotebookLM to discuss the state of law practice management technology.  If you haven't heard of NotebookLM, it is a generative AI tool from Google that turns your documents into engaging audio discussions. Its output sounds a whole lot like, well, a podcast, with two hosts chatting it up about your documents.  To quote Google's own description, “With one click, two AI hosts start up a lively “deep dive” discussion based on your sources. They summarize your material, make connections between topics, and banter back and forth.” So we decided to give it a try. Back in September, LawNext host Bob Ambrogi wrote a four-part series on his LawSites blog called, “The Shrinking Ownership of Law Practice Management Technology.” It was a deep dive into how ownership of law practice management software for solo and small law firms has been consolidated under just six major ownership groups.  We loaded the four parts of that series into NotebookLM and asked it to generate its audio overview. What you'll hear today is the discussion it generated, followed by Bob's thoughts on what it produced. The NotebookLM audio is about 15 minutes long, and Bob's comments will come after that plays.  It is important to keep in mind that the audio generated by NotebookLM is not simply a summary. The two speakers do summarize key points from Bob's articles, but they also add interpretations and perspectives that are nowhere to be found in the original source material.  Here are the articles on which the audio is based: The shrinking ownership of law practice management technology (Part 1 of 4): A Market Dominated by Just Six Ownership Groups.  The shrinking ownership of law practice management technology (Part 2 of 4): A Scorecard of Who Owns What. The shrinking ownership of law practice management technology (Part 3 of 4): Future Development and Market Opportunities. The shrinking ownership of law practice management technology (Part 4 of 4): Wrapping It All Up.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach ShareFile, Securely send, store, and share files – plus discover document workflows designed to improve your client experience.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 Panelist Introductions 05:15 The Legal Tech Fund Summit (Selected by Bob Ambrogi) 08:57 Generative AI And Access To Justice: Incremental Solutions Or Overhyped Promises? (Selected by Niki Black) 21:00 Elon Musk Feeds AI 'All Court Cases,' Promises It Will Replace Judges Because He's An Idiot (Selected by Joe Patrice) 32:56 PACER Sucks More Than Usual... And We Know Exactly Who To Blame (Selected by Joe Patrice) 37:10 Applications for law school up an ‘unnatural' 35% from 2023 (Selected by Victor Li) 46:28 Case about prompts (Selected by Stephen Embry)

You cannot have innovation without adoption. That was a theme I heard repeatedly when I attended the Knowledge Management & Innovation for Legal conference in New York City in October. Our guest today, Paul Henry, would take that a step further and say you do not really have adoption without engagement.  Henry is the founder and CEO of NGAGE Intelligence, a platform that provides law firms with highly granular and comprehensive behavioral analytics to help them understand whether, how and by whom their communication, collaboration and AI tools are being used.   NGAGE was founded on the notion of employee engagement and how analytics can be used to measure and improve it. At the conference, LawNext host Bob Ambrogi sat down with Henry to learn more about Ngage and how the analytics it provides can drive adoption, engagement and governance.  A note that this was recorded live at the conference, as the morning keynote speech was being piped throughout the conference area, so I apologize for the background noise.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach Sharefile, Securely send, store, and share files – plus discover document workflows designed to improve your client experience.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Everlaw for Good is a program run by the e-discovery company Everlaw, through which it makes its software available at no cost to legal aid organizations, nonprofit organizations, and investigative journalists.  One beneficiary of that program is the Center for Justice and Accountability, a human rights nonprofit that works to seek justice on behalf of victims of atrocity crimes, including torture, genocide, and war crimes. At the recent Everlaw Summit, the CJA's work using the Everlaw platform was honored with the Everlaw for Good award.  LawNext host Bob Ambrogi was at the summit, which was held in San Francisco in October, and he had the opportunity to sit down to record this conversation with two of the CJA's lawyers, along with the director of the Everlaw for Good program. Today's guests are: Claret Vargas, senior staff attorney at CJA.  Daniel McLaughlin, senior staff attorney at CJA. Joanne Sprague, director of Everlaw for Good.  They discuss the Everlaw for Good program and the specific impact it has had on CJA's work.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach Sharefile, Securely send, store, and share files – plus discover document workflows designed to improve your client experience.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

In the field of legal knowledge management and innovation, Sally Gonzalez is both a legend and a trailblazer. Over the course of her 40-year career, she has worked for some of the world's largest law firms to develop and lead KM and strategic technology initiatives. She has overseen KM and information technology programs at such global firms as Norton Rose Fulbright, Dentons, Akin Gump, Covington & Burling, and Jones Day, and been a strategic consultant at major consulting firms including HBR, Navigant, PwC and, most recently, Fireman & Company,  Gonzalez surprised some of those who attended the Knowledge Management and Innovation for Legal Conference held in New York City in October, where she was the keynote speaker, when she announced her retirement there and was recognized by her peers for her decades of contributions to the legal industry. That made her keynote, in which she spoke about core principles for successful KM, her swan song, of sorts.  Following her keynote, LawNext host Bob Ambrogi, who was at the conference, sat down with Gonzalez to record this conversation about her thoughts on KM, innovation, AI, culture, change management, and much more.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Littler, local everywhere.  Steno, reliable court reporting with a revolutionary approach   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

At the Knowledge Management and Innovation for Legal Conference held recently in New York City, Legal Services NYC was named as the inaugural winner of the LexPrize award, which is designed to recognize groundbreaking ideas in knowledge management and innovation for the legal industry. It won for its development of the Legal Services NYC KM Portal, a custom-built knowledge management portal designed to enable its legal professionals to more easily access important resources and more effectively collaborate with each other.  LSNYC, whose 12 offices and more than 500 attorneys serve nearly 110,000 clients annually, developed the portal in partnership with Sente Advisors, a company that helps law firms and legal organizations develop innovative projects. Designed to be a home for user-submitted and curated knowledge that is easily searchable, LSNYC describes the portal as one part social network, one part intranet, and one part enterprise search.  LawNext host Bob Ambrogi was at the KM&I for Legal conference and had the opportunity to sit down there with two of the people who were instrumental in the portal's design and development:  Alexander Horwitz, chief operating officer at Legal Services NYC.  Kate Boyd, chief operating officer at Sente Advisors.  In today's episode, Horwitz and Boyd share the story of the problem they set out to solve, the constraints they had to work within, and how they went about doing it.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Littler, local everywhere.    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Recently, the law practice management company Clio launched Clio Duo, its generative AI legal assistant. On today's LawNext, Jonathan Watson, Clio's chief technology officer, joins the show to discuss Duo's development, capabilities and future direction.He also talks about some of the other products Clio recently launched, including native accounting and custom reporting.  Watson and LawNext host Bob Ambrogi recorded this conversation live at the Clio Cloud Conference in Austin, Texas, in October. Watson has twice previously been on this podcast, on Nov. 14, 2023, and on Nov. 3, 2022. He has been with Clio since 2017, and has been its CTO since 2021. He was previously director of engineering at Shopify.  Note that this is the fifth and final episode we are posting that we recorded live at the Clio Cloud Conference. Check out the other four episodes:  Live from #ClioCon: Clio CEO Jack Newton on Generative AI and the New Duo AI Legal Assistant. Live from #ClioCon: A Clio Power Trio, with COO Ronnie Gurion, CFO Curt Sigfstead, and Board Member Mark Britton. Recorded Live At #ClioCon: A Deep Dive into the 2024 Clio Legal Trends Report, with Joshua Lenon, Clio's Lawyer in Residence.  LawNext Podcast: The LegalTech Fund's Zach Posner on Investing in Legal Tech (and His Upcoming Summit).    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

When Zach Posner was last on this podcast, it was 2021 and he was less than a year into having cofounded The LegalTech Fund, the first venture capital firm to be laser-focused on law and legal technology. Since then, his firm, of which he is managing director, has gone on to build up a portfolio of more than 60 legal tech companies in which it invests.  His firm has also launched his own conference, the TLTF Summit, which will convene for the third straight year starting Dec. 4 in Key Biscayne, Fla. After attending the first summit, LawNext host Bob Ambrogi wrote in his review, “It was a superlative conference – one like no other conference in legal tech.” We've been wanting to get Zach back on this podcast for an update, and as it happens, he was in attendance at the recent Clio Cloud Conference, where we were set up with my mics and recording equipment. So Zach and Bob sat down for this impromptu conversation about his firm, his conference, and his thoughts on the legal tech landscape.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 - Introductions 05:45 - Startup Alley Nominations now open 09:05 - The $2000 paralegal (Selected by Joe Patrice) 17:25 - Alt Legal (Selected by Bob Ambrogi) 21:10 - Night of the Living Bots: AI Agents Are Creeping into the News (Selected by Stephanie Wilkins) 25:06 - New York Surrogates Court on Admissibility of AI Evidence (Selected by Niki Black) 31:53 - Supreme Courts of Delaware and Georgia Act to Regulate Use of Generative AI in the Courts (Selected by Bob Ambrogi) 38:58 - Her teenage son killed himself after talking to a chatbot; now she's suing (Selected by Victor Li)

At the recent Clio Cloud Conference in Austin, Texas, Clio released its ninth annual Legal Trends Report, a report that uses both survey responses and anonymized data from Clio users to paint a picture of key trends in law practice and legal technology. This year's report has some intriguing findings on lawyers' adoption of AI and the types of tasks within a law office that could be automated using AI.The survey also looks at trends in hourly and flat fee billing, and includes the results of a “secret shopper” study of lawyers' responses (or, more accurately, non-responses) to inquiries from potential clients. To discuss all of this and more, Joshua Lenon, Clio's lawyer in residence and one of the principal authors of the report, sat down live with LawNext host Bob Ambrogi during the conference. Here is their conversation.  Note that we have already posted two other LawNExt episodes recorded live at ClioCon, one with Clio's founder and CEO Jack Newton, and another with what we called the “Clio Power Trio” of Clio's COO Ronnie Gurion, CFO Curt Sigfstead, and board member and investor Mark Britton.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 - Introductions 02:00 - Thoughts on the Netdocs user conference (Selected by Joe Patrice and Stephen Embry) 11:01 - Everlaw Summit: My thoughts on attending this conference in SF this week (Selected by Bob Ambrogi) 19:22 - Thomson Reuters Launches Program To Provide CoCounsel AI to Legal Services and Legal Nonprofits (Selected by Bob Ambrogi) 25:00 - Attorney vs. lawyer (Selected by Niki Black) 37:10 - Florida's Professional Conduct Rules Will Include AI—But Was It Needed? (Selected by Niki Black) 41:13 - Wolters Kluwer Future Ready Lawyer (Selected by Bob Ambrogi)

This has been a significant year for the law practice management company Clio, which in July raised a record-setting $900 million financing round – the largest ever for a legal tech company, and which recently wrapped up its 12th annual Clio Cloud Conference, its largest ever with some 2,600 attendees in person in Austin, Texas, and almost as many attending virtually from all over the globe.  At the conference, LawNext host Bob Ambrogi sat down for a live interview with a “Clio power trio” of two of its top executives and a member of its board of directors. They talk about the implications of this raise and its impact on the law practice management landscape. Together for this interview are: Ronnie Gurion, chief operating officer and former GM and global head of Uber for Business. Curt Sigfstead, chief financial officer, responsible for Clio's financial affairs, including finance, accounting, capital, treasury, taxation, and corporate development. Mark Britton, an investor in Clio and member of its board of directors and investor and formerly the founder, chairman and CEO of Avvo.   They share their perspectives on the financing and the opportunities it presents. They also discuss why investors are showing greater interest in legal tech, consolidation within the legal tech industry, and the possibility of Clio going public.  Note that last week's episode, also recorded live at the conference, featured Jack Newton, Clio's founder and CEO.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

We've just returned from the Clio Cloud Conference, held this year in Austin, Texas, where, in what has become an annual tradition, LawNext host Bob Ambrogi sat down with Clio founder and CEO Jack Newton for a live interview.  At the conference, Clio launched Clio Duo, the generative AI legal assistant integrated into Clio's flagship product, Clio Manage. In this interview, Newton discusses what Duo does and why he believes generative AI is a game-changer for lawyers, more significant even than lawyers' move to the cloud a decade ago, but with parallels to that transition.  Newton also talks about findings from Clio's just-released Legal Trends Report on lawyers' adoption of AI and the concerns about AI that are still holding some lawyers back. In a broad-ranging conversation, Newton also shares his thoughts on the law practice management landscape, Clio's expansion into the mid-firm market, and the greater integration of fintech applications in legal.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

One year ago, in September 2023, James Schellhase was named chief executive officer of the alternative legal services provider UnitedLex. The move was particularly significant, as he was only the second person ever to hold that title at the company, having succeeded Dan Reed, who cofounded UnitedLex in 2006 and had been its CEO ever since. Reed is now chairman of the board. A year into his tenure, Schellhase joins LawNext host Bob Ambrogi to discuss how UnitedLex is seeking to embrace innovation and leverage technology to transform legal service delivery. He talks about what this change in leadership means for the company now and into the future, how the company is embracing generative AI to drive its technology-enabled services, and why he believes the company's crown jewel is its India-based workforce. Schellhase is no stranger to the legal industry. He was formerly executive chairman of McCarthyFinch, developer of a suite of AI-driven contract management software that Onit acquired in 2020, and before that was CEO of e-discovery company DiscoverReady, which Consilio acquired in 2018. Before joining UnitedLex, he was most recently CEO of risk management company Breakwater Solutions.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

You've got questions, we've got answers!  Gyi, Conrad, and a roomful of attorneys got together for a Q&A session addressing real lawyers' most pressing legal marketing queries. Every law firm has different resources, assets, liabilities, niches, advantages, connections, etc. So, how do you take your uniqueness and make your firm stand out? This episode showcases highlights from their session, where the guys offered tactical advice on the marketing issues that are consistently top of mind for law firms.  The News: Big money flying around in the agency world — Scorpion acquired Get Noticed Get Found. Here's the news bit: Scorpion Strengthens Commitment to Legal Industry with Acquisition of Get Noticed Get Found, Advancing its Consolidation Strategy. And, Conrad's thoughts: What to do when your Agency is Purchased by Scorpion. Filevine has big news… and we beat Bob Ambrogi to the punch—ha! (Oh, you know we love you, Bob.) Now, what news, pray tell? Filevine's got a lot going on: Even better end-to-end automated workflows AIFields: Instant Legal Document Analysis & Insights Filevine Revolutionizes Depositions with Depo CoPilot, an AI-Powered Second Chair for Litigation Attorneys   Mentioned in this Episode: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok

You've got questions, we've got answers!  Gyi, Conrad, and a roomful of attorneys got together for a Q&A session addressing real lawyers' most pressing legal marketing queries. Every law firm has different resources, assets, liabilities, niches, advantages, connections, etc. So, how do you take your uniqueness and make your firm stand out? This episode showcases highlights from their session, where the guys offered tactical advice on the marketing issues that are consistently top of mind for law firms.  The News: Big money flying around in the agency world — Scorpion acquired Get Noticed Get Found. Here's the news bit: Scorpion Strengthens Commitment to Legal Industry with Acquisition of Get Noticed Get Found, Advancing its Consolidation Strategy. And, Conrad's thoughts: What to do when your Agency is Purchased by Scorpion. Filevine has big news… and we beat Bob Ambrogi to the punch—ha! (Oh, you know we love you, Bob.) Now, what news, pray tell? Filevine's got a lot going on: Even better end-to-end automated workflows AIFields: Instant Legal Document Analysis & Insights Filevine Revolutionizes Depositions with Depo CoPilot, an AI-Powered Second Chair for Litigation Attorneys   Mentioned in this Episode: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok

At its recent customer conference in Salt Lake City, called LEX Summit, the case management company Filevine unveiled a number of product releases and updates. Among them were several products for litigators driven by generative AI, including a first-of-its-kind tool, Depo CoPilot, that helps guide a lawyer during a deposition, and another, DemandsAI, that generates settlement demand letters in the lawyer's own voice and style.  On today's LawNext, we do a deep dive into those new products with the two executives who oversee product development at Filevine, Michael Anderson, chief product officer, and  Alex McLaughlin, vice president of product. LawNext host Bob Ambrogi was at LEX Summit and sat down with Anderson and McLaughlin for this live conversation.  As Ambrogi wrote in his review of Depo CoPilot, it is like having a guardian angel on your shoulder during a deposition, analyzing and transcribing the questions and answers in real time to help ensure the lawyer achieves the desired goals, avoids unclear questions and identifies inconsistent answers. In today's episode, you will learn more about what it can do and how it works.  Note that this is our second episode from LEX Summit. In last week's show, we featured conversations recorded there live with three of Filevine's leaders: Ryan Anderson, the company's cofounder and CEO; Nathan Morris, cofounder and chief culture officer; and Cain Elliott, head legal futurist. Also, Ryan Anderson was previously a guest on this show on April 27, 2022, so if you are interested in hearing from him in greater depth, check that out. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

In today's episode, we feature three impromptu conversations with leaders of the case management company Filevine. Last week, LawNext host Bob Ambrogi was in Salt Lake City to attend LEX Summit, the Filevine customer conference. While there, he snagged three of the company's top executives for brief, impromptu conversations about the company, its products, and the conference.  In today's show, you will hear from: Ryan Anderson, the company's cofounder and CEO.  Nathan Morris, cofounder and chief culture officer.  Cain Elliott, head legal futurist. Separately, Bob recorded a longer interview about Filevine's product announcements — including several generative AI products — with Michael Anderson, chief product officer, and Alex McLaughlin, vice president of product. Watch for that episode to post soon. By the way, Ryan Anderson was previously a guest on this show on April 27, 2022, so if you are interested in hearing from him in greater depth, check that out. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Matt Rasmussen had worked for some 20 years in litigation technology and support at major law firms, Fortune 500 companies, and litigation services providers, when he wondered why mobile collections had to be so time-consuming, inefficient and invasively overbroad.  As he looked into it, he realized there was a better way to manage mobile collections. Two years ago, Rasmussen and his cofounders brought ModeOne to the legal market. ModeOne's SaaS technology offers the industry's only selective, fully remote, data collection from smart phones and other mobile devices. Now the company's CEO, Rasmussen joins LawNext host Bob Ambrogi to discuss how ModeOne is simplifying the collection of data from mobile devices for e-discovery, legal holds, compliance, and investigations.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

On Oct. 17 and 18, 2024, two of the legal industry's leading experts on knowledge management and innovation, Patrick DiDomenico, founder and CEO of InspireKM Consulting, and Joshua Fireman, president of Fireman & Company, which is owned by Epiq, the global provider of technology-enabled legal services, will present the second-annual KM&I for Legal Conference in New York City.  The conference, which focuses on the latest developments and best practices in knowledge management and innovation in law firms and legal departments, comes at a critical juncture. In recent years, KM and innovation professionals in legal have seen their roles evolve significantly, as law firms have come to better appreciate their importance. Now, with the advent of generative AI, KM and innovation professionals are more essential than ever.  So as the second convening of the KM&I for Legal conference approaches, DiDomenico and Fireman join LawNext to share their thoughts on the state of KM and innovation in law firms and legal organizations, including the impact AI is having on the field. They also offer a preview of what's in store at the conference.  By the way, if you are interested in attending the conference, you can get a 15% discount off the cost of registration with the code LAWNEXT15. LawNext host Bob Ambrogi attended the inaugural version of this conference last year, and, as he wrote in his review after the event, he found it to be substantive, engaging and thought provoking. (He also had the opportunity there to record several interviews for this podcast with some of the speakers and vendors who attended the conference.)   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

In what it says is the first AI agent for law, the legal technology company Spellbook just released Spellbook Associate, an application that can plan and execute complex, multi-step workflows in transactional matters, much as an associate would. This is the same company that introduced the first generative AI copilot for contract drafting and review back in 2022, even before ChatGPT was released to the public.  In today's episode of LawNext, Scott Stevenson, the cofounder and CEO of Spellbook, joins host Bob Ambrogi to tell us all about the new Spellbook Associate, as well as to discuss the company's origins and future. As you will hear, the company pivoted from its original product when Stevenson and his cofounders began exploring large language models and saw their potential for streamlining law practice.  Stevenson, a computer engineer, founded the company in 2019 together with Daniel Di Maria, a former lawyer and now chief revenue officer, and Matt Mayers, a user experience expert and now chief experience officer. When they pivoted in 2022 to launch their AI copilot for lawyers, “customers came pouring in faster than we could keep up with,” he says.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 - Introductions 03:00 - ILTACON recap 10:00 - At ILTACON, Anticipation for the Shiny Object (Selected by Bob Ambrogi) 34:50 - New Intellectual Property Hypo Just Dropped At International Tech Show (Selected by Joe Patrice) 44:40 - CoCounsel 2.0 versus LexisNexis Protege (Selected by Bob Ambrogi)

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: 00:00 - Introductions 04:30 - Maybe Don't Tweet That Destroying Evidence Subject To Lit Hold Is A Good Idea? Retired Jones Day Partner scoffs at Google anti trust ruling (selected by Joe Patrice) 13:52 - David v. Goliath Trial Begins this Month in Case that Challenges Thomson Reuter's Longstanding Copyrights in Legal Research Materials (Selected by Bob Ambrogi) 20:55 - Delta v. CrowdStrike and Microsoft should make for one hell of a lawsuit (Selected by Stephen Embry) 27:00 - ChatGPT Wrapper' Is This Year's Hottest Snub—But Why? (Selected by Stephanie Wilkins) 42:25 - Texas Supreme Court Preliminarily Approves Delivery of Legal Services by Licensed Paraprofessionals (Selected by Bob Ambrogi) 47:20 - Dutch Judge's Use of ChatGPT Prompts Outrage, Disbelief in the Netherland (Selected by Stephanie Wilkins)

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 - Introductions 02:25 - Take heed before using artificial intelligence, new ABA ethics opinion says (Selected by Victor Li) 16:02 - GAI is driving a hot job market for law librarians and knowledge managers (Selected by Jean O'Grady) 26:45 - AI Feature Embraces Traditional Role Of Asking First-Years To Go Back And Do A Lot More Research (Selected by Joe Patrice) 40:42 - Remember that ABA Survey of Law Schools with AI Classes? This May Be A More Accurate List (Selected by Bob Ambrogi

For at least two decades, artificial intelligence has been used in e-discovery to help surface and prioritize review of potentially responsive documents from large document collections. But while technology-assisted review (TAR) has traditionally been driven by AI in the form of supervised machine learning, some vendors and e-discovery professionals are starting to experiment with the use of generative AI in its place.  So how effective is generative AI for document review in e-discovery? Is it a replacement for traditional TAR or a supplement? Are there other ways in which this rapidly evolving technology can be used in discovery?  On this week's LawNext, we are discussing the application of generative AI in e-discovery. To do so, host Bob Ambrogi is joined by three computer and data scientists from Redgrave Data, a consulting firm that specializes in e-discovery and data science. Today's guests are: Dave Lewis, chief scientific officer, who has over three decades of experience in AI and statistics. Lenora Gray, data scientist, who has worked for more than 15 years in law firm project management and matter support roles. Jeremy Pickens, head of applied science, a pioneer in the fields of collaborative exploratory search and technology assisted review.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 - Introductions 02:40 - SubTech Conference 2024 with guest Dan Linna (Selected by Bob Ambrogi) 16:40 - New Report Highlights GenAI Adoption Trends in Law (Selected by Niki Black) 24:15 - Lawyer dragged into a case he had nothing to do with because of legal tech (Selected by Joe Patrice) 31:44 - Exclusive: Law Practice Management Software LEAP Introduces Three AI Features – with A Unique Human-In-the-Loop Twist (Selected by Bob Ambrogi) 37: 20 - Investment in Affinipay (Selected by Niki Black) 43:35 - Judge livestreams child sexual assault trial (Selected by Joe Patrice)

As the law practice management company Clio today announced a record $900 million funding round, the largest ever for a cloud legal technology company, at a whopping $3 billion valuation, Clio's founder and CEO Jack Newton joins LawNext for an exclusive podcast interview.  In a conversation recorded last week, ahead of today's announcement, Newton and host Bob Ambrogi dive deep into this investment and what it means for Clio, its customers, and the legal industry. Newton founded the company 16 years ago and has overseen its growth into a global legal tech powerhouse, with more than 1,100 employees worldwide.  “My ambition was always to build this into something that would be a multi-decade company, a hundred-plus year company, and a company that would leave a lasting impact on the legal industry, and a company that would transform the legal industry in a really positive way,” Newton says in the interview. “And what I see this investment round as being is, number one, a huge validation of the success Clio has had in driving that transformation, but more importantly, positioning us to even have a more transformative and more impactful next chapter to our story.”   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists. This week's topics: 00:00 - Introductions 05:22 - GenAI: What if this is as good as it gets (Selected by Joe Patrice) 12:25 - Do lawyers really want to save (billable) time? (Selected by Stephen Embry) 26:55 - New Citators from vLex and Paxton Underscore That They Are The Holy Grail for Legal Research Companies (Selected by Bob Ambrogi) 34:36 - What Lawyers Learned During the Pandemic (Selected by Victor Li and Niki Black)

Eighteen months ago, the first-of-its-kind Judicial Innovation Fellowship launched with the mission of embedding experienced technologists and designers within state, local, and tribal courts to develop technology-based solutions to improve the public's access to justice. Housed within the Institute for Technology Law & Policy at Georgetown University Law Center, the program was designed to be a catalyst for innovation to enable courts to better serve the legal needs of the public.  In August, the program will wrap up its inaugural cohort, which placed three fellows in courts in Kansas, Tennessee and Utah. But even though those three fellowships were successful, our guest today, Jason Tashea, the program's founding director and cofounder, says its future is uncertain because its continued funding is uncertain. “These programs are expensive, they are hard to fundraise for,” he says. In today's episode, Tashea, an entrepreneur, educator, and award-winning journalist, joins host Bob Ambrogi to discuss the need for and genesis of the program, the fellowships it supported this year, and his assessment of the program's success. He also shares his thoughts more broadly on the need for innovation in the courts to address the gap in access to justice.  Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.