Podcasts about doxly

Litera's Haley Altman visits the Technically Legal Podcast to discuss the company's new software offering: Foundation Dragon–an app powered by artificial intelligence that helps legal professionals advise clients based on market insights drawn from their law firm's existing data and prior deal points. This is a repeat appearance for Haley. She was first on the podcast in 2018 to discuss the company she had recently launched called Doxly. Founded in 2016, Doxly is a cloud based app that helps automate processes involved in closing M&A deals. In 2019, Haley sold Doxly to Litera and she too joined Litera and currently serves as a strategic advisor to the company. One of the initiatives in which Haley is heavily involved is the company's recent launch of an AI product called Foundation Dragon. Foundation Dragon is an app that connects to a law firm's document management systems and experience software and once connected, using GenAI, it compiles information from the software and enables lawyers to enter into contract negotiations from a position of strength. For instance, using Foundation Dragon users can: Learn what contractual positions opposing counsel starts with or has agreed to in the past Provide industry standards for individual contract clauses; and Enable users to find precedents across a law firm to figure out what terms colleagues are using In addition to Foundation Dragon, Haley also shares insights for startups. Including the importance of understanding the implications of capital raises and the potential impact on future exits.  Learn more about Haley and if you're interested in learning more about Foundation Dragon go here.  

Continuing our week long coverage of the 2023 ABA Tech Show in Chicago, Sigalle interviews Haley Altman, Strategic Advisor at Litera, the leading provider of workflow, collaboration, and data management solutions for law firms and legal teams globally.    Haley discusses her journey from associate to partner to founding Doxly, a transaction management platform that was ultimately acquired by Litera. Through her additional experience performing 10 acquisitions in under two years for Litera, Haley now helps advise others in the legal tech space as well.  Haley's interview highlights the importance of actively listening to clients and peers as well as the vital impact communication plays in engaging clients in your products and services.   Visit https://www.litera.com to learn more.  The ABA Tech Show is where lawyers, legal professionals, and technology all come together. For three days, attendees learn about the most useful and practical technologies available. Visit https://www.techshow.com to learn more.

Today's guest is Haley Altman. She is a corporate attorney, founder, and a friend to many of us in the legal technology innovation space. Haley has had a fascinating career, where she moved from attorney for buyers and sellers, to founding and selling her own company, and eventually landing on the buy side with Litera. She began her career in Big Law, first as an associate and then partner, moving into entrepreneurship as the founder of Doxly, Inc., which was acquired by Litera. There she took on the role of global head of corporate development, and eventually led 10 acquisitions in a time span of less than two years. Most recently, Haley has shifted to a strategic advisor consulting role at Litera, where she continues to support the leadership team and their M&A and product strategy. In our conversation, we talk about why Haley jumped from equity partner to founder, and the support she got from her firm and the venture studio High Alpha. We also discuss why she turned her focus to the talent side of the legal industry, and how she is addressing burnout and career progression—both for herself and for others in the profession.

Last years, the 18th Fastest Growing Law Firm in the Country was Brick Business Law. The Founder and CEO, Kevin Brick, stops by. As the firm focuses on business owners, this episode has value for each of you listening on. In this episode, you will learn areas you need to be aware of when forming a business and as you grow, how to separate yourself against your competition, strategies to maximize yourself legally, and much more. This week's spotlight story is on Haley Altman, Founder of Doxly.Episode #160 - "What It's Really Like to Be an Entrepreneur" has been rebranded  to "That Entrepreneur Show" https://www.VincentALanci.com/.Each week, the founder of a company or brand shares what worked for them, what they needed to improve on, and all of their learning lessons along the way.Meet Brick: The founder and managing partner of the Firm.  He serves as outside general counsel to numerous local and national businesses and also litigates business-related issues.  Kevin is recognized by the Florida Bar as a board certified expert in the area of business litigation.  The Florida Bar rigorously evaluates the experience and competency of attorneys to determine board eligibility.  There are less than 250 board certified attorneys in business litigation out of over 100,000 members of the Florida Bar.  Kevin is also AV peer-review rated and has been recognized as a member of the Florida Legal Elite and as a SuperLawyer for several years.  He is rated 10/10 by both Justia and Avvo.  He was rated as one of the Top 100 "Bet The Company" Litigators in the nation in 2019.  He is a former Hillsborough County prosecutor where he took over 100 cases to trial.Kevin enjoys spending time with his family, playing golf and tennis and cheering on the Bucs and Seminoles.  He is a member of West Town Church and regularly volunteers his time and efforts to local civic and community organizations and causes.About Brick Business Law: Our Firm's mission is to be the preeminent law firm for Florida's small businesses and our employees by creating an environment of exceptional service, excellent work and mission-driven community.This mission drives our goals:Provide consistently excellent professional legal services to Florida small businesses.Provide thoughtful and supportive service to every client.Provide the resources and supportive work environment for our lawyers and staff to thrive.Do good in the world.We built internal systems and policies and we hire exceptional talent with compatible personalities to achieve these goals.At Brick Business Law, P.A., our team of attorneys offers focused business counseling, litigation and advocacy for individuals and small-business owners. We have extensive experience with Florida business legal issues and serve clients throughout Florida.Company Website: https://www.brickbusinesslaw.com/LinkedIn: https://www.linkedin.com/in/kevinbrick/Host Name: Vincent A. LanciEmail: PodcastsByLanci@Gmail.comYouTube: youtube.com/channel/UCy0dil34Q5ILEuHgLVmfhXQInstagram: https://www.instagram.com/thatentrepreneurshowFacebook: https://www.facebook.com/ThatEntrepreneurShowTwitter: twitter.com/PodcastsByLanciLinkedIn:

I spoke with Haley Altman, the global head of corporate development for Litera, a software company that provides document lifecycle and deal management solutions to the legal profession. She was the founder of Doxly, which Litera acquired two years ago. We discussed how the legal technology companies that Litera has purchased connect, the ways that Litera Transact has evolved, and how technology will impact the future of deal management.

I spoke with Haley Altman, the global head of corporate development for Litera, a software company that provides document lifecycle and deal management solutions to the legal profession. She was the founder of Doxly, which Litera acquired two years ago. We discussed how the legal technology companies that Litera has purchased connect, the ways that Litera Transact has evolved, and how technology will impact the future of deal management.

Haley Altman has had a notable legal and #legaltech career. She's steadily moved forward from legal associate, to partner, to legaltech co-founder and CEO, and now sits as the Global Head of Corporate Development for the company that acquired her legal technology startup. In this episode, Haley shares her outstanding journey from legal practice into technology and entrepreneurship. Her experience should be shared with as many #startup founders as possible. Two takeaways that stood out in the conversation. Haley described what her startup offered, with precision. Make sure to listen to that aspect of her interview and refine the description of your startup. The second great takeaway was how her previous company found a sweet spot on the pain point lawyers were having in managing transactions. Lawyers knew it was a problem that required a solution. The added benefit, was many investors had been on the other side of closing transactions and therefore understood the problem her company was solving. As such, it put Doxly in a good place for selling the software as well as finding funding. Lastly, we touched on the recent acquisition of Kira Systems by Litera. There appears to be a focus on Litera becoming the one-stop shopping experience for legal transactions via #LiteraTransact. More about Haley Altman & Litera: Haley Altman on LinkedIn: https://www.linkedin.com/in/haley-alt.... Haley Altman on Twitter: https://twitter.com/Haley_Altman. Litera Microsystems website: https://www.litera.com/.

Vincent A. Lanci interviews a different entrepreneur from around the world on each episode. He records interviews in all industries to provide different perspectives. You never know which motivational journey will motivate you most. https://www.VincentALanci.com/ Want to know what it’s really like to be an entrepreneur? Well, you came to the right place! Hear real-life, authentic stories and accounts from entrepreneurs each week. For the 98th episode and 9th episode of Season 6, Vincent A. Lanci brings on Haley Altman.Altman shares her journey that inspires you to keep an open mind. She had one career in sight her entire adult life, but saw a problem, and created something out of a need.After spending ten years at some of the top transactional law firms in the country, Altman realized that clients selected legal counsel for the value they could bring to the client in addition to technical legal skills. She looked for ways to showcase her technical legal skills and drive value for clients. Through this process, she discovered the necessity of a resource that could easily allow her to better structure her deal-by-deal workflow and better prioritize the work she was doing to showcase the value I brought to transactions. She set out to make mastering transactions a reality and left the legal world to launch Doxly. Doxly transforms the archaic, chaotic process of managing legal transactions into a streamlined, efficient process. Get ready to level up your business endeavors, mind, and future with this incredibly inspiring entrepreneur. Host Name: Vincent A. Lanci Email: PodcastsByLanci@Gmail.com YouTube: youtube.com/channel/UCy0dil34Q5ILEuHgLVmfhXQ Instagram: instagram.com/yourfavoritemorningpodcast Facebook: facebook.com/YourFavoriteMorningPodcast/ Twitter: twitter.com/PodcastsByLanci LinkedIn: linkedin.com/showcase/what-its-really-like-to-be-an-entrepreneur/ Guest Name: Haley Altman Email: haltman@litera.com LinkedIn: https://www.linkedin.com/in/haley-altman-2144515/Adventure by MusicbyAden | https://soundcloud.com/musicbyaden Music promoted by https://www.free-stock-music.com Sound Effect by https://www.free-stock-music.com Creative Commons Attribution-ShareAlike 3.0 Unported https://creativecommons.org/licenses/by-sa/3.0/deed.en_US Sources: BusinessInsider.com, InspiringQuotes.US

In this week's episode, I talk to Haley Altman, Global Director of Business Development & Strategy at Litera, and previously the CEO of Doxly (now Litera Transact). We discuss Haley's journey from Silicon Valley lawyer to LegalTech founder, current consolidation in the market, as well as the present and future state of transaction management and DealTech.Topics of discussionHaley's background and path to becoming founding CEO of DoxlyThe current state of transaction management technologyRecent transaction management deals and market consolidationThe exciting future for Litera TransactThe impact of Covid-19 on the adoption of transaction management platformsWhat next for transaction management?The possibilities for improving due diligence processesFully automating deals - not just checklistsThe role of AI in deal deliveryBuilding a 'deal lifecycle management' platformChallenges facing transaction management platforms

Vincent A. Lanci interviews a different entrepreneur from around the world on each episode. He records interviews in all industries to provide different perspectives. You never know which motivational journey will motivate you most.https://www.VincentALanci.com/Want to know what it’s really like to be an entrepreneur? Well, you came to the right place! Hear real-life, authentic stories and accounts from entrepreneurs each week. For the 82nd episode and 7th episode of Season 5, Vincent A. Lanci brings on Melanie S. Griffin, CEO & Founder of "Spread Your Sunshine", Attorney, Business Consultant, & Speaker.Today’s guest has built an award-winning career in law but decided there was something else she wanted in her life.Melanie S. Griffin is a triple-graduate of The Florida State University (Business Finance, 2003; MBA, 2006; JD, also in 2006). She is a TBBJ BusinessWoman of the Year Angie Joseph Excellence in Mentorship Award and The Florida Bar SSFS Mentor of the Year Award. Being so passionate to help others, she launched her passion project in, Spread Your Sunshine, which is committed to empowering others with the confidence to break the glass ceiling and achieve their dreams.She is a firm believer that to truly foster positive change and build stronger communities, we must tell others how terrifically fantastic and uniquely qualified they are to make the world a better place.Host Name: Vincent A. LanciEmail: PodcastsByLanci@Gmail.comYouTube: youtube.com/channel/UCy0dil34Q5ILEuHgLVmfhXQInstagram: instagram.com/yourfavoritemorningpodcastFacebook: facebook.com/YourFavoriteMorningPodcast/Twitter: twitter.com/PodcastsByLanciLinkedIn: linkedin.com/showcase/what-its-really-like-to-be-an-entrepreneur/Guest Name: Melanie S. Griffin, CEO & Founder of "Spread Your Sunshine", Attorney, Business Consultant, & SpeakerEmail: melanie@spreadyoursunshine.com Website: https://spreadyoursunshine.com/Adventure by MusicbyAden | https://soundcloud.com/musicbyadenMusic promoted by https://www.free-stock-music.comCreative Commons Attribution-ShareAlike 3.0 Unportedhttps://creativecommons.org/licenses/by-sa/3.0/deed.en_USSources: Entrepreneur.com, Law.Stanford.Edu.com, Doxly.com

Even as the COVID-19 pandemic scrambled any sense of business as usual last week, the document-automation company Litera seemed to stay a step ahead, becoming one of the first major legal technology companies to take steps to continue operations, quickly pivoting to develop a lite version of its deal-management platform to offer for free, and completing the notable acquisition of Best Authority.  Litera has been a company on the move since 2016, when a $100 million investment from K1 Investment Management led to the combination of four document-technology companies – Litera, Microsystems, XRef and The Sackett Group – into a single business. After K1 sold the company to Hg Capital Trust last year, two more major acquisitions followed, of U.K. company Workshare in July 2019 and deal-management platform Doxly in August 2019.  Leading the company through these changes since 2016 has been CEO Avaneesh Marwaha, a former intellectual property lawyer who transitioned his career into a series of business-executive roles, including as chief operating officer of Keno Kozie Associates, a major provider of outsourced IT for global law firms.  In this episode of LawNext, Marwaha joins host Bob Ambrogi to discuss the recent news involving his company, how his company is continuing to serve customers in the face of the COVID-19 pandemic, the development of Litera into the company it is today, and the company’s future plans.  NEW: Comment on this show: Record a voice comment on your mobile phone and send it to info@lawnext.com. We are now on Patreon! Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our sponsor, MyCase, and to John E. Grant and Agile Professionals LLC for being a lead Patreon supporter of our show.

Episode 5: Linkubator  With investments in the legal technology space exceeding the billion-dollar mark in both 2018 and 2019 and consolidation heating up in the sector, Hamza speaks to Ben Meyer (Partner at Hg Capital, leading on Legal Tech investments) and Matt Peers (COO at Linklaters) on these developments. They discuss what makes the sector so attractive from an investor perspective, whether the proliferation of legal tech companies and rising investments in the space are creating a bubble, and they delve into Hg's investments in to legal tech companies Litera Microsystems, Workshare Transact and Doxly. They also discuss new technology platforms, what kind of technologies Linklaters is looking at and the advent of law firms as tech producers. This episode was recorded in November 2019. 

Episode 5: Linkubator  With investments in the legal technology space exceeding the billion-dollar mark in both 2018 and 2019 and consolidation heating up in the sector, Hamza speaks to Ben Meyer (Partner at Hg Capital, leading on Legal Tech investments) and Matt Peers (COO at Linklaters) on these developments. They discuss what makes the sector so attractive from an investor perspective, whether the proliferation of legal tech companies and rising investments in the space are creating a bubble, and they delve into Hg’s investments in to legal tech companies Litera Microsystems, Workshare Transact and Doxly. They also discuss new technology platforms, what kind of technologies Linklaters is looking at and the advent of law firms as tech producers. This episode was recorded in November 2019. 

After 10 years as a lawyer at two leading transactional law firms, Haley Altman decided there should be a better way to structure the workflow around the many deals in which she was involved. So in 2016, she left law practice to found Doxly, a technology platform designed to transform the archaic and chaotic process of managing transactions into one that is streamlined and efficient.  Last August, Altman sold Doxly to the document technology company Litera Microsystems. That acquisition came just a month after Litera acquired U.K. company Workshare, which had its own transaction platform, Workshare Transact. Within a month, that meant, Litera went from having no transaction-management technology to owning two of the leading platforms -- platforms that spanned both the U.S. and European markets.  At the recent Clio Cloud Conference in San Diego, Altman, who is now general manager of transaction management at Litera, sat down with LawNext for a conversation with host Bob Ambrogi. In their conversation, she provides updates on the acquisition and shares her thoughts on the state of legal technology more broadly.

Today we share our conversation with Haley Altman, founder and CEO of Doxly, which was recently acquired. Haley tells her story from the point of view of a former big law partner specializing in corporate transactions. In that senior role, she personally felt a pain point and looked to the market for a solution. Finding none, she founded Doxly, a company that manages corporate legal transactions. Recently, Doxly was acquired and integrated into document life cycle powerhouse Litera Microsystems. In this episode, Haley takes us through the conception, growth, and sale of her company, including all of the failures and triumphs along the way.

A gathering of remarkable talent, on this episode, host Ian Connett (@QuantumJurist) talks with one of the attendees of the Legal Geek Conference, Haley Altman. Haley has over a decade of experience working on complicated transactions in the corporate, private equity, and venture capital verticals sectors. Her practice has extended from the Midwest at Ice Miller to the West Coast at Wilson Sonsini Goodrich & Rosati. The idea for Doxly was born at 1 A.M. while Haley and her colleague, Elizabeth Brier, sat surrounded by hundreds of manila closing folders, hunting through thousands of pieces of paper for one missing signature page. For the latest topics, trends and tech in the legal industry, subscribe to Evolve the Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at evolve@abovethelaw.com     Links and Resources from this Episode For additional information go to https://abovethelaw.com/legal-innovation-center  https://www.legalgeek.co/  https://twitter.com/wearelegalgeek?lang=en https://www.linkedin.com/company/legalgeek https://www.youtube.com/channel/UC1IkQltBaQ5RTpgo8B12rIA  https://www.linkedin.com/in/haley-altman-2144515 https://doxly.com/company/ https://twitter.com/haley_altman?lang=en https://doxly.com/   Show Notes Discussing scrappiness - 1:00 Haley's definition of scrappiness - 1:30 Scrappiness while working in a team - 3:22 The importance of always rethinking - 3:44 Maximizing the effort - 4:18 Culture in a company - 4:45 The product needs to be simple - 5:09 How do you keep scrappiness as culture - 6:01 Empowering people below her to do more - 6:47 Haley's engineers at Doxly are scrappy - 7:08   Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe to the podcast on your favorite player to get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher

This episode of the Legal Tech StartUp Focus podcast finds Charlie interviews Haley Altman, the founder and CEO of Doxly.  Doxly is a transaction management platform for law firms and legal departments. Charlie and Haley talk about what took Haley from a law firm partnership to the leadership of a legal tech startup, how Haley got Doxly off the ground with the assistance of a startup studio, how Doxly is meeting the challenge of offering both a cloud-based and on-premises solution for its customers (and what Haley sees to be the current status of “cloud acceptance” by those customers), how Haley’s CEO role at Doxly has evolved in the three years since its founding, the importance of hiring to achieve diverse points of view and also how Doxly’s approach to on-boarding customers has evolved during that period.  Charlie also asks Haley about Doxly’s recent acquisition by Litera, another legal tech company.  In this part of the discussion, Haley talks about what took her team, her board and her investors on the road to Doxly’s being acquired, what the most important factor that Haley bore in mind while pondering whether an acquisition made sense at that point in Doxly’s history and what best positioned Doxly to reach a successful acquisition closing once Haley and others on her team decided that an acquisition was the right step for all concerned.

I spoke with Avaneesh Marwaha, the CEO of Litera Microsystems, a document lifecycle software provider. We discussed the company's recent acquisitions of Workshare and Doxly, how Litera's transaction management solution helps law firms, the alignment of transaction management and document drafting, and how this sector is evolving.

I spoke with Avaneesh Marwaha, the CEO of Litera Microsystems, a document lifecycle software provider. We discussed the company’s recent acquisitions of Workshare and Doxly, how Litera’s transaction management solution helps law firms, the alignment of transaction management and document drafting, and how this sector is evolving.

I spoke with Avaneesh Marwaha, the CEO of Litera Microsystems, a document lifecycle software provider. We discussed the company’s recent acquisitions of Workshare and Doxly, how Litera’s transaction management solution helps law firms, the alignment of transaction management and document drafting, and how this sector is evolving.

I spoke with Avaneesh Marwaha, the CEO of Litera Microsystems, a document lifecycle software provider. We discussed the company’s recent acquisitions of Workshare and Doxly, how Litera’s transaction management solution helps law firms, the alignment of transaction management and document drafting, and how this sector is evolving.

In this episode, host Ian Connett (@QuantumJurist) talks with Haley Altman, the CEO and founder of Doxly, which was built with one simple vision: transform the archaic and chaotic process of managing legal transactions into a streamlined and efficient process. For the latest topics, trends and tech in the legal industry, subscribe to the Evolve the Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at evolve@abovethelaw.com   Links and Resources from this Episode For additional information go to https://abovethelaw.com/legal-innovation-center https://doxly.com/company/ https://www.linkedin.com/in/haley-altman-2144515 Show Notes What is Doxly? Haley's background as a former Silicon Valley transactional lawyer. Sharing transactional law war stories. How Doxly helps lawyers get deals done. How law firms and in house counsel are both using Doxly. Doxly's newest partnership initiative. The importance of legal tech adoption vs. legal tech talk. Building a "word of mouth" strategy. Lessons from Gillette, Nike and the DoubleTree cookie. Cultivating user experiences to boost your brand. How to learn more about Doxly and give it a go. Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe to the podcast on your favorite player to get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher

Haley Altman, licensed attorney and founder of Doxly, sits down with Jeff Ton to talk about automating and securing business processes and practices.  The same technology allowing us to move through critical business transactions with greater speed and agility also creates opportunity for security breaches and gross errors in communication, both carrying massive monetary and reputational impact. The post Securing & Automating Business Practices appeared first on InterVision.

Today Haley Altman, a former law firm partner and now CEO & Founder of Doxly, talks about how law firms can use legal technology for additional marketing opportunities, to establish a competitive advantage, and to provide exemplary client service. Read the full show notes.

Bringing a legal technology startup into today’s market comes with its own set of unique challenges. In this episode of Law Technology Now, host Monica Bay talks to Haley Altman about what it takes to grow a legal tech company and position it for acquisition in today’s market. Haley also describes her experience building her own company, Doxly, and how she balances being a professional with fostering a healthy family. Haley Altman is the CEO of Doxly. She has over a decade of experience working on complicated transactions in the corporate, private equity, and venture capital verticals. Special thanks to our sponsor, Thomson Reuters.

For Episode 6, we sat down with D. Casey Flaherty at the Legal Tech conference in New York City.  Casey talked about a few things: how many lawyers struggle to master everyday technology, his experience as corporate counsel and the efforts he took in that role to improve the way company lawyers did their jobs. But, a good chunk of the conversation focused on Casey's belief that inefficiencies in legal service delivery will not change until clients demand change.   In this episode, we also talk to Haley Altman, the founder of Doxly.  A legal transaction management platform used by transactional and M&A lawyers to stay organized when they are working on and closing deals. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.

Andrew Sherman is a Partner and Chair of the Washington, D.C. Corporate Department of Seyfarth Shaw LLP. He focuses his practice on issues affecting business growth for companies at all stages, including licensing and leveraging intellectual property and technology assets. He has served as a legal and strategic advisor to dozens of Fortune 500 companies and hundreds of emerging growth companies.   Andrew has written nearly 30 books on the legal and strategic aspects of business growth. He has appeared as a guest commentator on CNN, NPR, and CBS News Radio, among others, and has been interviewed on legal topics by The Wall Street Journal, USA Today, Forbes, U.S. News & World Report, and other publications. Bio Andrew Sherman How Andrew succeeds at Business Development:  a genuine passion for helping people; being incredibly well organized; an educator at heart. Strike the right balance between being excited to meet new people and help them and not being that guy handing out 80 business cards. Make communication a habit. Make the time investment. Embrace it. Enjoy it. We can’t offer ourselves as problem solvers if we don’t understand the business aspects of the problem.  AI can’t provide the substantive judgment of a well-trained veteran lawyer. It’s going to be an intermingling of a lawyer’s judgment and tools like Watson, data mining, and artificial intelligence that will make us more efficient. This episode is sponsored by Doxly:

I spoke with Haley Altman, the co-founder and CEO of Doxly, a secure transaction management platform that centralizes checklists and reporting, and tracks documents, versions, and tasks, while automating signature management. We discussed the genesis of Doxly and the power of client collaboration at ILTACON 2017.

I spoke with Haley Altman, the co-founder and CEO of Doxly, a secure transaction management platform that centralizes checklists and reporting, and tracks documents, versions, and tasks, while automating signature management. We discussed the genesis of Doxly and the power of client collaboration at ILTACON 2017.

I spoke with Haley Altman, the co-founder and CEO of Doxly, a secure transaction management platform that centralizes checklists and reporting, and tracks documents, versions, and tasks, while automating signature management. We discussed the genesis of Doxly and the power of client collaboration at ILTACON 2017.

Be Smart About Business Development Michael Martinez on LinkedIn Marriott has a budget for litigation and looks at the cost-benefit of settling versus litigating. They often select cases to litigate that advance the longer-term goals of the company that drive broader principals. Marriott looks for partners when evaluating outside counsel, firms that understand their business and can be viewed as a partner. Marriott works with firms and lawyers that show a high level of integrity and are easy to work with. Mike shares a success story involving Jenner & Block and Sheppard Mullins noting successful partnering and collective decision making as they assist in-house counsel on a key case Marriott welcomes new ways of billing and complemented Crowell & Moring for creativity in this area. Advice to Lawyers pursuing clients like Marriott – be smart about it; tell me about your expertise, be likable, personable, and friendly. This episode is sponsored by Doxly:

Knowledge and Experience Equal Success Frank Citera is the co-Chair of Greenberg Traurig’s Product Liability & Mass Torts Litigation Group and Co-Chair of the Chicago Litigation Practice. He is ‘renowned for his toxic tort and product liability work’ and other complex litigation in both federal and state courts. He defends class actions for companies from all industries and business sectors. Frank Citera Bio Advice: ‘Get on the train when it’s leaving and worry about which seat you’re sitting in later’ Work hard: rarely miss an opportunity to work on a matter, no matter how busy you are Strategy:   stay ahead on your topic – the specifics – so you can be a resource for our clients Staying Power: success spreads as you become recognized for your expertise Straight talk on AFAs: experience translates to efficiency; technology will help increase accuracy; success relies on a relationship of mutual trust and conversation with your client Last Word: law is a profession, have a passion for what you do and a thirst for knowledge This episode is sponsored by Doxly:   

Summary Welcome to the forty sixth episode of the Evolve Law Podcast! Today our host, Mary Juetten, sits down with Haley Altman, the CEO of Doxly. Doxly is a legal transaction management platform that does end to end management from diligence to closing. After personal experiences as a lawyer of struggling to close deals because of paperwork minutia, she wanted to create a product that would show people how much value attornies actually bring to their clients when they aren’t worrying about administrative details. For the latest topics, trends and tech in the legal industry, subscribe to Evolve Law Podcast: A Catalyst for Legal Innovation. Listen as legal experts and leaders share insights about the legal industry. For more information, questions, or suggestions about our podcast feel free to email us at info@evolvelawnow.com!   Show Notes 00:00 Intro 00:24 Introducing Haley Altman, CEO of Doxley 02:33 How Did You Launch Your Business? 04:06 Who are Your Main Customers? 04:52 What Makes You a Legal Tech Expert? 06:11 Do You Have Any Feedback You Can Share? 07:45 Can You Share Any Metrics on Using Your Solution? 09:53 Outro