Podcasts about LexisNexis

Greg Donaldson, senior vertical market manager, market intelligence, LexisNexis Risk Solutions, discusses evolving auto insurance shopping trends, consumer behavior, affordability pressures and shifting retention dynamics.

AI capability alone isn't enough for legal work, and it may never be. In this special episode of LawTech Talks, produced in partnership with LexisNexis, we discuss how and why having everything under one, governed environment is the way of the future for law firms and in-house teams. Host Jerome Doraisamy welcomes back LexisNexis Chief Technology Officer Greg Dickason to discuss the need for AI to be verifiable and defensible, overcoming bloated tech stacks, ensuring authority and validation for your source material, the place for governance and oversight, and what LexisNexis Protégé offers right now to help firms and in-house teams get there. To learn more about LexisNexis' Protégé, click here.

L'IA générative est passée du gadget à la rentabilité dans les cabinets d'expertise comptable, et le modèle économique de la profession va profondément changer d'ici 2028.Dans cet épisode, Julien Catanese partage sa vision concrète du marché : où en est vraiment l'IA dans les cabinets en 2026, quels cas d'usage fonctionnent au-delà de ChatGPT, et pourquoi la convergence entre IA et facture électronique va accélérer la transformation du métier d'expert-comptable.

With Rafael Loureiro, Co-Founder & Chief Executive Officer, Wealth.com Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process. In Summary Estate planning has traditionally operated outside the core advisor workflow—handled through attorneys, revisited infrequently, and often disconnected from the broader client relationship. Louis speaks with Rafael Loureiro, Co-Founder and CEO of Wealth.com, about how AI is beginning to change that model. The conversation explores how advisors can use tools like Ester to surface planning gaps, stay ahead of client changes, and deliver a more continuous planning experience. For advisors, the broader implication is strategic: as investment management becomes increasingly commoditized, integrated planning and ongoing coordination may become a far more meaningful differentiator. The Storyline Most advisors already discuss estate planning with clients. The challenge is what happens next. In many cases, the process still moves outside the advisor relationship: clients are referred to an attorney, documents are created, and the estate plan becomes something revisited only after a major life event or liquidity event forces an update. Louis and Rafael explore why that structure is starting to break down. Rafael's own estate planning experience following the sale of Emailage to LexisNexis exposed how fragmented the process could feel, even for highly engaged clients working with sophisticated advisors. That experience ultimately became the foundation for Wealth.com and its AI-powered planning platform, Ester. The discussion focuses less on AI as a headline topic and more on how it changes advisor workflow in practice—from document interpretation and planning summaries to surfacing next actions and helping advisors stay proactively engaged as client circumstances evolve. For advisors thinking about the future of planning, the conversation raises a larger question: if financial planning itself becomes increasingly standardized, where does the next layer of differentiation come from? Topics Covered Continuous estate planning AI-powered advisor workflows com and Ester Advisor-led estate planning Family office-style client service Trust and estate attorney collaboration Estate planning for mass affluent clients AI agents in wealth management Dynasty Financial Partners integration Advisor differentiation beyond investment management > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why did Rafael decide to build Wealth.com? (06:04) Rafael explains how his own estate planning experience after a liquidity event exposed major disconnects between advisors, attorneys, and clients. Why did Wealth.com choose an advisor-led model instead of direct-to-consumer? (14:28) The platform was designed around the belief that advisors (not marketing campaigns) are best positioned to initiate estate planning conversations with clients. What does “continuous estate planning” actually mean? (20:13) Rafael describes a system where client life changes, tax events, and asset activity can trigger proactive advisor engagement rather than periodic document reviews. How does Ester move beyond document summarization? (32:30) The platform now identifies planning opportunities, prepares tasks and reports, and increasingly helps advisors automate portions of the planning workflow. Why are enterprise firms and large banks adopting platforms like Wealth.com? (24:57) Many firms were already producing estate planning summaries manually for ultra-high-net-worth clients. AI allows those capabilities to scale much more efficiently. How should advisors think about the role of trust and estate attorneys going forward? (26:50) Rafael argues that AI enhances – not replaces – the attorney relationship by improving efficiency and reserving more sophisticated matters for specialized legal expertise. What may differentiate advisory firms as planning becomes more commoditized? (38:02) The discussion points toward responsiveness, coordination, personalization, and deeper client integration as the next major competitive layer for advisors. Key Takeaways Rafael believes estate planning is shifting from a one-time legal exercise to a continuous planning process supported by AI and advisor engagement. Wealth.com was intentionally built as an advisor-first platform rather than a direct-to-consumer business. Ester's AI capabilities now extend beyond summarization into identifying planning gaps, surfacing opportunities, and preparing advisor workflows. Many firms are using estate planning as a way to deepen relationships and expand into more family-office-style service models. AI may allow advisors to serve more clients while maintaining a higher level of personalization and responsiveness. Trust and estate attorneys remain critical for complex situations, but AI can improve efficiency and help clients arrive better prepared. Advisors who fail to expand beyond investment management risk competing in an increasingly commoditized landscape. https://youtu.be/BDI6XbEz_4E Quotable Moments “When AI moves from simply organizing information to helping drive decisions, estate planning stops being a periodic task.” “Investment management is becoming table stakes. Financial planning is becoming table stakes.” “Why does it have to be that way? Now with AI, why can we not have continuous estate planning?” “It is the intangibles.” “My goal is to empower the advisor.” Related Resources Human Intelligence in the Age of AI: Why Recruiters Still MatterArtificial intelligence can analyze firms and deals. It can't replace the insight and advocacy that help advisors make the right move. The Future of Prospecting: How AI Is Powering the Next Era of Advisor GrowthFINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management. Rafael LoureiroCo-Founder and CEO Rafael Loureiro is a technology entrepreneur and product-focused executive with more than 20 years of experience across startups, growth-stage companies, and Fortune 500 organizations. He is Co-Founder and CEO of Wealth.com, a leading estate and tax planning platform powered by proprietary AI and purpose-built for financial institutions. Under his leadership, Wealth.com has expanded into a comprehensive planning platform, embedding deterministic AI to deliver precise, auditable outcomes across estate and tax workflows. Prior to founding Wealth.com, Rafael served as Chief Technology Officer at Emailage, a global fraud prevention SaaS company acquired by RELX in 2020. He is a member of the Forbes Finance Council and has been recognized across the industry, including CEO of the Year honors and Forbes' Top AI Founders to Watch. Originally from France and raised in Brazil, Rafael now resides with his family in the Phoenix metro area. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com A conversation with Louis Diamond and Rafael Loureiro, Co-Founder & Chief Executive Officer at Wealth.com. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com. It’s a conversation with Rafael Loureiro, the firm’s Co-Founder & Chief Executive Officer. I’m Louis Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wire house, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned, and each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: In the wealth management world, estate planning has largely lived in a separate lane. It’s a topic advisors may raise with clients then hand off to an attorney and eventually a set of documents come back, filed away, rarely revisited, and often disconnected from the rest of the planning process. That structure has been in place for a long time and for the most part, it’s gotten unquestioned, but when you step back, it creates a gap between what do clients expect from their advisor and what actually gets delivered when it comes to estate planning. Rafael Loureiro, co-founder and CEO of Wealth.com, ran straight into the gap after a planning event of his own which should have been a coordinated process, felt fragmented, manual, and surprisingly opaque. And likewise, I recall the same type of disjointed experience in my own estate planning process. It’s experiences like these that became the starting point for building Wealth.com. What makes this story interesting isn’t just that they’re using AI but how they’re using it inside the estate planning process, and it’s how AI allows the model itself to change from a one-time legal event to something that evolves alongside the client, from static documents to a system that can actually interpret, update, and surface what matters, from a disconnected handoff to something the advisor can actively lead. In my conversation with Rafael, we get into how that plays out in practice, how tools like Ester move from summarizing estate documents to identifying gaps, to prompting next steps, and eventually preparing action on behalf of the advisor, because when AI moves from simply organizing information to helping drive decisions, estate planning stops being a periodic task and starts to look more like a continuous part of the advice process. So let’s dive in. Rafael, thank you for coming on our show today. Rafael Loureiro: My pleasure, Louis. Thank you for having me here. Louis Diamond: Of course. Let’s jump in and in researching you and speaking to you in the past, I got to admit, you had a very different path into the wealth management industry probably than anyone I’ve ever interviewed. So can you walk us through your background briefly and early professional endeavors? Rafael Loureiro: Absolutely. The accent that you hear is Brazilian. So I’ve been in the US for 25 years. I’m a software engineer by trade, came here as a HMB, been involved with different companies over the years and then most recently before Wealth.com. I was a chief technology officer with a fraud prevention company, nothing to do with wealth management, but by selling that company, it’s how the Wealth.com story started. Louis Diamond: Perfect. And I was referring to also some of your early career endeavors even before founding your last company, if you’re comfortable sharing that. Rafael Loureiro: Yeah, absolutely. I’ve been involved with four different startups in different spaces. One of them was in, if you remember all the way back to 2008, the real estate prices, the first startup with foreclosures. So when houses went into foreclosures, me and my partner, we created a system to index that. I also had work on a photo album company. It became a lifetime business. It’s still running. I was the CTO and I did my share of consulting. I used to work for Accenture, Avanade, and then a home builder Fortune 500 companies. So I have a ton of experience in the technology space before Wealth.com. Louis Diamond: Perfect. And you mentioned the last business that you started that I believe sold to LexisNexis. Can you walk through what that business was? Rafael Loureiro: Yeah. So I did not start the business. I joined the business before Series A. The person that started the business, Rei Carvalho, he’s actually Wealth.com chairman. So the team is still together. The US, San Francisco, New York, offices in Sydney, Singapore, London. We serve clients like Coinbase, grew very fast and then got acquired by LexisNexis in 2020 during peak COVID. Think about, we literally signed the documents, popped the champagne on March 2020. No vaccine. Louis Diamond: Oh, my God. Rafael Loureiro: We literally popped the champagne and we all went back home to work from home because that was the guy that’s from LexisNexis. Through that experience, selling a company, one thing you usually do, it’s a big liquidity event and estate planning is always related to big moments. You get married, someone in your family die, you have a new kid, you have a liquidated event. So I work with a financial advisor. They’re amazing. They helped me with financial planning, wealth management, saved me a lot of money insurance. But when it was time to do the estate planning, Louis, my experience was, “Hey, Rafael, we always work with this lawyer, go talk to the lawyer.” And then it was a completely broken process. First, because it was COVID and I had to go see the lawyer face-to-face. That was weird right there. Second, because I was expecting the lawyer to know everything about me because my advisor knows everything about me, know about my life situation, know about liquid event, know about my kids, rental houses, everything and then the engineer. I know what I told the lawyer, but do I know for sure that everything I told the lawyer end up in the document? No, I don’t. Long story short, otherwise it is a long story, we’re having a virtual coffee. I don’t know if you remember everyone, big beard, long hair, everyone working from home, and then somehow all the Emailage C-level team and founders, the co-founders, we start complaining about state plan. Even another example, my chairman, the Wealth.com chairman, Emailage CEO, Rei Carvalho, he was like, “Hey, Rafael, I’m done with the summer heat in Arizona. I’m moving to Denver. I’m going for cooler weathers.” Literally the moment he moved to Denver, he gets a call from his estate planning lawyer, welcome him to Denver and saying, “Hey, we need to update your documents. “But I just spent thousands of dollars creating my documents.” “Yeah, but you live in a new state, you have to optimize your documents.” At that moment, Louis, we’re like, “Where there’s a problem, there is an opportunity,” and the company was born. Louis Diamond: I find the best company origin stories, it’s you have that, you have a personal experience or a moment where you have a realization that there’s a problem that you have that others might have as well, so let’s create a business around solving this problem. It was legitimately at that point, it wasn’t a long burn, we’re going to research, we’re really going to think about this, it was just all of the core team that was fortunate enough to have a big liquidity event were complaining and commiserating about a similar problem on estate planning and then that launched into, let’s build a company, let’s build a platform, a product to solve this problem? Rafael Loureiro: Yes and no. We saw the opportunity. We had just finished selling a company. It takes a lot from you and your family to create a company and to sell a company. Before we started a new company, we said, “Hey, look, we feel like there is something here, but let’s do the proper groundwork, make sure that the market is right, that there is a need that it’s not only us complaining about these.” I’m going to say that we spend a good three month, we have vision document together, doing a market research and then we got excited. Literally my wife who was not super excited in the beginning said, “You guys just sold a company. You’ve been racing 100 miles an hour for the last seven, eight years and you guys going to do this again.” But I love it. It’s part of my DNA. I love the challenge. I love to build and it is a big problem. When you look at the US market, 67% of the population don’t have estate planning. You have to ask yourself, why? Is that because it costs too much money? Is that because people don’t know enough about estate planning that they don’t do it? Is that because people don’t have to think about that? So the opportunity is there. We did the groundwork. We got the team together, at least some of our eight players. We went to Altus Capital, that’s the same venture firm that led the Emailage series B and we said, “Look, we have a vision, we have a team and we believe the market is ready for it. There is no dominant player and it is blue ocean.” And then they gave us the initial funding, them and my chairman, and then we went from having an idea to launching the product in May 2022. Louis Diamond: Wow, that’s amazing. Before we dive into the rapid growth and what the platform looks like, et cetera, can you just give us a quick overview of what Wealth.com looks like today? Who are you serving? Who are you selling to and where does it fit into an advisor’s value proposition or their advice stack, if you will? Rafael Loureiro: Absolutely. So Wealth.com we empower financial advisors to provide a family office experience to their clients starting with estate planning and tax planning. What I’m trying to solve, Louis, is my situation. I want my financial advisor to be the hub of my needs. So if the need is financial planning, wealth management, insurance, estate planning, tax planning, I need my financial advisor to be aware of all these verticals, right? Because I know if something happens to one of us, my financial advisor is my person. He or she’s going to get my call from my wife and say, “Hey, am I all right?” I want to empower the financial advisor with all the tools to provide that family office experience to their client. So that’s first, we started by providing doc migration. So think of this, you are mass affluent client, between half a million dollars all the way to 10 million dollars. You don’t have your revocable trust, your will, your power of attorney, your advanced healthcare directive, your guardianship documents. We do that. We create those documents. You go to the workflow on the Wealth.com platform if you have an advisor, I need to make that clear, we’re not direct to consumer business. You have to have an advisor. So you go to that workflow and at the end of the workflow, you get the documents. Those are legally optimized, all the documents. The document you get in California is going to be completely different from the document you get in New York, from the document you get in Florida. I just want to make that point clear. What we noticed, Louis, working with these advisors is if you look at the average advisor, if you look at his or her book of business, 80% is mass affluent. So think lawyers, doctors, firemen, 20% high net worth. Usually the high net worth clients, ultra-high network clients, they already have the documents. They already paid $20,000 to have those documents draft and we were not doing anything for them. So in 2022, we had that light bulb moment even before LLMs. OpenAI launched in 2022, we actually used the Bertha model before OpenAI, but I know I’m digressing. Let me get back here. So I was not doing anything for these high net worth, ultra-high net worth clients. So we had this idea, what if we use AI to read their existing plans, all their grants, LATs, all this sophisticated irrevocable trust, connect to all their assets and then provide a summary of everything they have in place? So that was the idea in 2022. Can we do it? And we did it and that became Ester and that became our family office experience. So just to summarize, we help the advisor clients regardless where they fall in the wealthy spectrum. They don’t have the estate planning documents, we create them. If they already have the estate planning documents, we use AI to read this documents, summarize them and provide insight and observations. “Hey, here are ways that you can optimize these documents.” That’s what we do. Louis Diamond: It’s so valuable. I wish I met you a month ago because I went through a very expensive estate planning exercise with an estate planning attorney and my own personal experience is exactly the same that you had. It’s expensive. I have no idea what I was signing. It was a long questionnaire and it wasn’t driven necessarily by my advisor. They gave me the idea to get updated estate plans, but it was a disconnected process. So this makes a ton of sense. I think let’s pull on the thread of being a direct to advisor company rather than trying to pull an end around the advisor and going directly to a consumer. Why was that an important design decision for you? Because I would assume the total adjustable market might be a little bit bigger if you’re going direct to a retail client that may or may not have an advisor versus going directly to a business, an RIA, a wealth management firm, et cetera. Rafael Loureiro: Yeah. What we notice working within these spaces, something triggers you to do your estate planning. I’m not going to ask why you decide to do yours now, but usually it’s related to death in the family, a kid going to college, you buy a new house, you have a new baby, you’re getting married, you get a divorce. Direct to consumer, you have to find the client at that moment for them to consider estate planning as an important thing to do. There’s actually surveys. I think Fidelity put a survey out, that says family is the main reason why people do estate planning. And the second reason is the advisor. So if you work with a financial advisor, most likely he or she’s going to make you do your estate planning. So we did not want to be on the direct to consumer place spending millions and millions of dollars in marketing. We’d rather spend millions and millions of dollars in AI and technology and serve the advisor and empower the advisor to have this conversation and go to you and say, “Hey, Louis, how is it possible that you don’t have your estate planning document? Let’s do this now.” And I know this is uncomfortable. There’s another survey that came out recently saying that some of the advisors don’t want to talk about that. It’s still a hard subject to approach, but we have to have this conversation. Louis Diamond: I would say it almost sounds like an advisor not wanting to talk about their fees. Let’s not talk about that because it’s uncomfortable and no one wants to hear about it. Rafael Loureiro: Oh, you have to have it because they saw a huge lack of education. For example, one thing that we come across all the time, and I know it’s minor, is kids going to college. “Oh yeah, my daughter’s going to college. I don’t have to do anything.” Yeah, you do. She needs an advanced healthcare directive because if you don’t have one and something happens to her, you cannot just go to the hospital and ask for information. They won’t give it to you. We need to educate our clients. We need to do a better job. And I think advisors play that role and we want to empower them to talk about estate planning and tax planning. Louis Diamond: It makes sense. It’s a brilliant strategy because instead of advisors selling against Wealth.com as like, “I can do better and I have a estate planning guy I can refer you to,” it’s you’re working alongside them and you rely upon the advisor to provide the education to be the trigger moment. And I know again, from personal experience, if my advisor didn’t suggest that I should update my estate planning documents because I moved states, I wouldn’t have done it. It’s not like a fun thing to do. It’s an expense, et cetera. So that makes a ton of sense. You’re partnering with the hub or the influencers, if you will, of who’s driving estate planning in this country. It’s a great strategy. Rafael Loureiro: And you said something very important and I want to highlight, the world is very different after COVID. Before COVID, some of these advisors, all their clients were in the same city. I had one estate planning lawyer to help my clients, right? But now with after COVID or during COVID, people moved. “Oh yeah, I’m not living in a farm. Oh, I moved to Montana. Montana is beautiful. I saw Landman or Yellowstone. Now I’m leaving Montana. Landman is in Texas.” How? Now you don’t have estate planning lawyer in Texas. You don’t have estate planning lawyer in Montana. With the right partnership with Wealth.com, now you can serve all your clients regardless where they are in the US because we are present in every jurisdiction and we have lawyers in every jurisdiction. So we empower you to serve clients regardless where they are in the US. Louis Diamond: Very cool. And how about the pricing model? You don’t have to say what it costs, but is it one license that a firm is buying on behalf of their entire client base or is there an incremental cost for each client? And I’m throwing a lot at you. And then third part of the question is, are you seeing advisors charge directly for the Wealth.com estate planning output or are folks wrapping it into their fee as just a value added service as part of their planning and comprehensive wealth management process? Rafael Loureiro: Very good question. My goal, our goal, has always been we want to make estate planning available, democratized estate planning, make it more accessible to the population. So the way we charge is we charge the advisor annual recurring fee. We do not charge per document. I want you to provide estate planning to all your clients. That’s our goal. I don’t want you to think, oh, but that’s going to cost me money. No, all your clients set them all up with estate planning. Are they charging? It depends. So the way I’m going to say this is, I’m going to say that 60% of my advisors are charging not for the documents because they’re not lawyers, they’re charging to help educate you on estate planning. You as a client, you have to go to the process yourself to get the documents. So that’s where an advisor would send an invitation to Wealth.com. You and your wife or your partner, you’re going to go to the workflow and you’re going to get the document at the end. But the advisor is going to set up a call with you, the advisor is going to help you collect the documents. The advisor is going to educate you why estate planning is important. And some of them are charging for this. Some of our advisors, more on the high net worth, alternate high net worth space, you already charge a very good fee to provide your service so they probably provide Ester output, I should say, as a value added service. It depends on the use case. Louis Diamond: Makes sense. So I’ve heard you talk in interviews about a major gap in estate planning between client expectations and what a client is expecting, hoping to get with estate planning, especially when it comes to interacting with their financial advisor and what is actually fundamentally delivered by advisors. So I’m curious, why is there a gap and why do you think that gap has existed for so long? Is it as simple as people don’t like talking about death and it’s expensive or is there a deeper answer? Rafael Loureiro: I think it’s all of the above and your experience is amazing. You pretty much, you are the typical client. You took long to do it. It costs you a lot of money. You’re now like, next time you have to do an update, you’re going to wait five to 10 years to do it because we spend thousands of dollars to get it updated. Why does it have to be like that? And now with AI, and that’s what I think is going to change a lot in the next five years, is why can we not have continuous estate planning? What I mean by that is work with your advisor. I have connection to all your assets. I have connection to CRM. I have connection to your bank account. If you give me access, I don’t need password, but you can actually connect all your assets, I have connection to the portfolio management platform. So as you live your life, as you get married, as you buy a property… You finally decide to buy a property in Tahoe, I get these pings and then I can empower your advisors to say, “Hey, go talk to Louis and say, hey, it’s time to update your estate plan.” Or a rental property outside your home state in California, you need to update your… Or he has just crossed a tax threshold or he just got married or he just had a new beneficiary. My goal is to empower the financial advisor to provide more and more value to this relationship. I’m not trying to replace the financial advisor, but I’m trying to empower him or her to give you more value so him or her becomes more critical for your relationship. Why people haven’t done estate planning I think is a lack of education, is the fear of the cost. “Oh, I have to talk to a lawyer. Oh my gosh, that’s going to cost me $5,000.” I want to make this easier. I want to make this simple. I want to empower the advisor to demystify estate planning and tax planning, make it more accessible, bring the estate planning more to the middle. What I mean by that is why is this estate planning exclusive to the high net worth, ultra-high net worth? Because in that space, 90% of the people have estate planning, 90% of the people. It’s the fear of the cost, I think, and then people don’t want to think about that. Louis Diamond: Yeah. I think that’s exactly right. Yeah. It very much sounds like it’s a win-win. It’s like a next best action type event where you’re giving an advisor on a silver platter a way to add value, which is what I think every advisor wants to do and then it’s a massive value add to the end client. My guess is you don’t have much friction in delivering those sorts of insights to advisors that they can then deliver to their clients. Rafael Loureiro: I would say if you’re not doing it, there is a big risk. You’re going to lose your clients to people that are doing it and they are providing the family office experience. Yeah. Louis Diamond: Yeah. What about the competitive landscape for Wealth.com, whether it’s other FinTechs that are attempting to do something in the space or even just the legacy advisor, the estate planning attorney in town or an advisor’s preferred T&E attorney. How do you think about the competitive landscape in the trust and estate world today? Rafael Loureiro: There are competitors. From day zero when we came in, there were competitors. I don’t see an incumbent. I think now we have became the incumbent. I think there is a segment of the market, just to paint a picture, one third of the advisors are going to retire in the next 10 years. So there is a segment in the market where to your point, they already work with a estate planning lawyer. That’s not a bad thing. They’re like, “Oh yeah, I get leads from this lawyer. My clients are all located in my neighborhood. I don’t need to provide out of state estate planning,” then we’re not going to get there.” But at the same time, if you look at our growth, we’ve been growing and that’s why we just raised a series B, our growth is out there to prove it, we’ve been tripling the company size every year. There’s a need, there’s a demand. Financial advisors are waking up. They are in a very competitive market. They need to provide more to the clients because I feel like investment management, it is becoming table stakes. Financial planning, it is table stakes. So what else can I offer my clients? And that’s why you see some advisory firms offering BillPay. I file your taxes. I’ll get your estate planning done. You got to differentiate yourself. We’re seeing the need. If you look at our penetration, we have now 2,000 firms on the platform and the firms go from independent, a small SMB advisor with one or two advisors in the office, all the way to the top three, three out of the top five banks in the US. We are there, right? Louis Diamond: Wow. It’s interesting. Let’s talk about that. So on the bank side, it’s typically not a segment that is ripe for technological disruption or external tools like this to come in and make a dent. How are banks and very large platforms thinking about Wealth.com? Is it a similar kind of buying journey or decision that an individual RIA or an individual advisor would make or is it a little bit different? Rafael Loureiro: It’s a little bit different. So without mentioning names, these banks, some of these banks that work with high net worth, ultra-high net worth clients, they were providing this summary report that Ester put together, they were, before Esther, but it was taking them 30 to 50 hours. All human labor to put one together, Excel, Visa, PowerPoint, 30 to 50 hours. Even to these very expensive, very wealthy clients, they were only doing once a year. “Hey, here’s your report.” “Oh yeah, but I just sold the house in St. Barts. Can I get a new update?” “No. Next year you’re going to get the update.” I’m not even kidding. It was serious. So they were doing the work, but it was all labor-intensive. Now with Wealth, a much better output, I should say, it’s take minutes. And instead of only reserving these to the very, very wealthy clients, now they can go downstream and offer this to their mass affluent clients and then high net worth clients. They’re all seeing the need. They’re all waking up because they were doing the work, but it was all labor-intensive, like I said, all manual before and they want to automate. Louis Diamond: Very interesting. I definitely want to spend some time talking about Ester. You mentioned it a few times, but before that, I’d say two very real strategic areas that a firm might take on when it comes to estate planning. The first one is a lot of very successful advisors, they cultivate amazing COI referral relationships with attorneys and usually the attorneys are T&E attorneys for obvious reasons. Have you gotten pushback or have you seen that because of Wealth.com, these advisors now are referring less business to these high-powered trust and estates attorneys and then they’re not able to grow their business as much in return. That’s one question if you can weigh in. Rafael Loureiro: I have not heard that. And just to clarify, I think with Wealth, having Wealth as part of your tool framework, you’re going to be able to serve more clients and still leverage your trust estate attorney. And I’ll explain how. For example, we know how to stay our lane. So let’s say you go into the workflow and as part of the workflow, you say, “Hey, I have a special needs child.” At that moment we say, “Stop. Let me put you in touch with a lawyer.” You can decide to use your own lawyer or you can use one of in our network. We have lawyers in every jurisdiction, but it’s up to you. We focus on the revocable trusts and the wealth. If your client requires something more sophisticated, you can still use Wealth.com to map out the client’s situation using Ester. You’re going to be able to see everything they have in place at that moment and then use your relationship, your trust and estate lawyer to make the document update. So I think what we are doing is reserving the most complex case for the trust and estate lawyer if a document needs update, but I don’t think you are breaking that relationship. That relationship will stay there and you’re still going to have that lead exchange, but I don’t have any numbers to answer your question. Louis Diamond: I think that makes sense. It’s not like with Wealth.com, at least not yet. It’s not like there isn’t a role for a T&E attorney and especially for more complex esoteric type situations, an advisor could still refer some of their relationships to a T&E attorney, but they’ll come armed with better information. And also with more clients getting involved with estate planning, there’s also conceivably more opportunities that they can refer out to an estate planning attorney in turn. Rafael Loureiro: Can I use that? You did a much better job than I did. Exactly. Exactly what you said. The difference is now your advisor, your clients are going to be much better informed, that they know exactly what they need from the lawyer. So yeah, 100%. Louis Diamond: Perfect. And then the other one, which is I’d say less commonplace, but it’s a trend. The trend, and you hit on it, that as investments are becoming commoditized or not as differentiated, advisors are being called on to offer more and more services, whether it’s tax preparation in-house or bill pay or picking up clients’ dry cleaning, et cetera. But I think a big area that I’ve seen firms invest in is an in -house trust and estate attorney. Do you think Wealth.com is taking some of the sizzle out of that in-house service or is it just different? Is it two different use cases? Rafael Loureiro: It’s two different uses cases and we actually sell to that use case where if you have your trust estate attorneys in-house, we actually leverage them and they become users on the platform. Going back to my previous answer, now with Wealth.com, you’re going to be able to serve more clients with estate planning. You can actually route some of the use cases back to your trust estate team through Wealth.com. They do whatever they have to do and then you’re able to serve more clients. An example, trust and estate lawyers, they had to read the documents before Wealth.com. They would spend countless hours reading a hundred-page documents. Now with Esther, we do the summarization. We show your trust estate team where all the information was extracted. So instead of reading one document per hour, you’re going to be able to read three documents per hour and visualize the client estate plan and be able to optimize it because we’ve provided insights and suggestions and then the trust and estate lawyer can provide their own and say, “Hey, no, I agree with this one,” or “I think we should also do this.” I think you’re going to optimize the use of your trust estate team. You’re not going to get rid of them. No. Louis Diamond: It’s more so you’re automating the high value differentiated work. It also kind of sounds like, I don’t know when eMoney or MoneyGuidePro came into the mainstream, but it’s almost a difference between a paraplanner for a firm, manually creating pie charts in Excel and PowerPoint and analyzing a bunch of stuff and then eMoney and MoneyGuidePro and NaviPlan and all these companies come about and all of a sudden a lot of the work is automated. And it’s not like a paraplanner is out of work. They just become the experts, the users of the platform and they can allocate their attention to higher value, more bespoke work rather than we’ll say more of the factory kind of below the line things that was taking up a lot of their time. Rafael Loureiro: Absolutely. I like to use the analogy of the shoemaker. In the past, the shoemaker would make one shoe. It would be a beautiful shoe, but he would make one shoe a week or every two days. Now you have specialized agents. All that agent does is read estate planning documents. All that agent does is enriching the documents with insight and observations and looking to all the legal law changes that happened recently. So now you’re able to still make the same high quality shoe, but just at a higher volume. And you have a lot of dedicated workers doing one thing and doing one thing extremely well. So my goal is to empower the shoemaker. My goal is to empower the advisor and with a thousand analysts, a thousand paraplanners. So just making my job more efficient. Louis Diamond: I love it. You fit in Ester a good bit. It seems fairly clear what Ester’s doing. Sounds like an amazing value add. Just given the pace of AI innovation and I don’t think anyone knows where it’s going, but what are you most excited about Ester being able to do either now or in the future and what’s the vision if you can project out a year, which seems like an eternity in AI time, what’s on the dream board for what Ester’s going to be able to do for your Wealth.com clients? Rafael Loureiro: As a technologist, I love this question. I see AI in three distinct phases. You had the first phase of Ester in 2022, 2023 when we launched, which was summaries. It was amazing summarizing data. Some of these clients, Louis, think about this, some of these clients, they have 13 documents in place. They had every type of irrevocable trust you can imagine plus a revocable trust in place. They had very complicated assets, very complex assets. So Ester was amazing in summarizing. That was phase number one. Phase number two is now being able to augment. You read the data, you see an opportunity and you create a task that’s right there in front of the advisor saying, “Hey, I think you should reach out to this client and include this report with some of these observations. Click this button if you agree.” You still involve the advisor, the human is still in the loop. And that’s what we are with Ester right now. We do that. We assess the data, we see the opportunity, we involve the advisor, advisor get involved and say, “Yes, let’s do this,” and click a button, an email is triggered, our report is attached. Here we go. The third phase and that’s coming next and very soon is now you have an agent acting on the behalf of the advisor. I still want to make sure, and I want to make this very clear, I don’t want to get myself in trouble, the devices always evolve, but you have all these specific agents, that’s tax planning agent, that’s the estate planning agent, work independently, connected to the world, extremely well-trained with thousands and thousands of documents that we’ve seen over the years, finding opportunities, creating the tasks, creating the emails, creating the report, having everything ready to go, just waiting for the advisor to say, “Do it.” And we do this enough to the point where the advisor is going to say, “All right, you don’t need my permission anymore to do this specific task. Go.” You connect to the IRS, you download the text transcript, you crunch to this data, you create a report and it’s ready to go. The other thing too is I want to be able, my goal in the next year, a year and a half, is I want to continue estate planning. Up to this point, estate planning has been exactly like you described. You go to a lawyer, you pay thousands and thousands of dollars and those documents start collecting dust in a shelf somewhere while you live your life. And being from this space, that’s not how it works. There is new legislation being passed OBBA became like you crossed tax threshold, you have liquidated events, you get married, you get divorced, you buy real estate property, so on and so forth and that document is already stale. Why does it have to be that way? Now with AI, now with the technology we have in place, it won’t be. I promise you. Louis Diamond: Very cool. That’s exciting. That sounds like the perfect evolution of AI from summary, just here’s something you can read quickly to suggesting action, to then taking action. It does seem like the flow that it’s been and I’m sure there’s 15 other flows from here that we don’t even know yet. Or you probably do because you’re in this, but for me, I can’t even imagine what phase four and five are going to look like for you. Rafael Loureiro: Yes, it’s exciting. Louis Diamond: Definitely is. I saw, when I was doing some research for this that Wealth.com announced a fairly major strategic partnership with Dynasty Financial Partners, embedding Ester into their Dynasty desktop. What do you think this partnership says about where the business is going and how do you expect advisors to really take advantage of this in practice? Rafael Loureiro: It was a new development. We’re super excited about the Dynasty Financial Partnership. Before, if you look at before this partnership, we would have to empower advisor one by one with a Wealth.com license. With this partnership with Dynasty, every advisor in the Dynasty family or using the Dynasty desktop is going to be able to use Ester. So they’re going to be furnished with an AI intelligence that they can ask any estate planning questions, they can get tax planning questions answered. They’re going to be able to upload their clients’ estate planning documents and get a summary with opportunities, with everything that they can do for those estate planning documents. I think it fits perfectly well for enterprise IRAs, wire houses, this solution. Instead of doing one by one, you can actually have AI for all your advisors at once answering their most basic questions and taking action. That’s literally like the agents I was trying to describe. So that’s just the first step in that direction and we’re super excited about this. Louis Diamond: Very cool. Let me ask you another one. So you said earlier that as investment management becomes more commoditized that advisors not only have to offer more services and provide more value, but they also have to differentiate from the advisor or the firm across the street to provide more family office services, if you will. But let’s say, and this will be great for you, Wealth.com becomes like air that everyone’s breathing. It almost becomes like financial planning tool, e-Money. It’s commonplace. Now it’s commoditized across the space, it’s not a differentiator anymore to offer financial planning. As Wealth.com expands more firms work with the platform, what do you think is the next layer or next level of differentiation that your clients then can point to if it’s no longer maybe a couple of years from now that we use Wealth.com that we help with estate planning? Rafael Loureiro: Wow, that’s an interesting one, and approach my wife and bring ideas and suggestions. For me, if I can make that happen where the financial advisor is helping with my taxes, so when it’s tax time, we just have to have a one-hour meeting and we’re ready to click a button and have everything done, that can help me with BillPay. And think about like high net worth and ultra-high net worth people where it becomes extremely complicated to do BillPay properly because you have to pay from the right account, from the right trust. If they can take this off my plate so I can focus 100% in my business and my family, it’s mission accomplished. If that means that they’re going to walk my dog to make this happen, I know I’m exaggerating here, but pick up my laundry like the example you use, I think you’re going to have to do this. That in my mind is how these financial advisors survive the AI revolution. It is that personal relationship. It’s knowing me well. It’s spending more time with me than once a quarter. And with AI, with the right AI, and I know AI, there’s a lot of smoke in this space and very little fire, but with the right agents, with the right workflows, one advisor is going to be able to serve more than a hundred clients. Because right now the ratio is a hundred clients per advisor, maybe you’re going to be able to serve like 200, 250 well. Serve them well, knowing them well, knowing them personally. I think that’s going to happen in the next couple of years. Louis Diamond: I think that’s right. It’s more so like the intangibles that an advisor has. Their secret sauce isn’t going to be necessarily we offer these seven things. It’s going to be, I really get you. I understand you. It’s the advisor’s personal relationship and empathy with that client and all the years that they’ve known them. And then it’s just using all these different tools to aid that relationship. It kind of sounds like that’s what you’re saying. It’s all the other stuff that advisors do that might be different today, over time, people catch up and that becomes commoditized similar to we offer financial planning and that’s a differentiator. Now it’s, if they don’t offer financial planning, it’s a problem. Rafael Loureiro: Yeah, 100%. You got it. Yes, it is the intangibles. That’s perfect. Louis Diamond: Okay. I got two more questions for you. What’s one thing you wish more advisors understood about estate planning that they still miss today? Rafael Loureiro: I think there is an education component. Just deploying Wealth.com and expecting is going to work with your clients. It’s not like that. You need to be willing to have the conversation like your advisor did it with you. You need to have the tough call and say, “Hey, are you ready? Do you have estate planning in place? Why not?” And then having that conversation. Louis Diamond: And I would imagine too, it’s also cool, I got all these documents so instead of it getting locked in the safe or locked in the drawer, it’s also incumbent on the advisor to explain the documents. “Hey, these are a bunch of stuff in here that whatever, we don’t have to get into, but here’s the four key things about this document that you should understand. The power of attorney we’ve nominated is your father-in-law. Your proceeds are going to get distributed one-third to your son, a quarter to your daughter,” et cetera. It’s going to be those things and translating the documents into real words that clients are going to understand. Rafael Loureiro: 100%. That is critical because I’m a software engineer, I’m not equipped to be reading a hundred pages document and trying to understand everything that’s there without … Now with AI, you can actually ask Claude to summarize and Gemini to summarize it, but that was not the case three years ago. So that education component is critical. And some of my advisors are actually very successful, I should say. A smaller firm in this case, I’m not going to say the names, I don’t have that permission to say their name, but they are actually doing these estate planning webinars as a lead generation. Because clients are curious about this. Sometimes if you don’t ask them, you’re never going to know, but they’re probably very curious about estate planning. They’re probably very concerned they don’t have the documents in place. Even the ones that have the documents, they’re probably concerned that they need an update and they haven’t done it. So by doing this webinar, they feel more comfortable just going to the event. They know they’re not going to be the center of attention and then asking a question or hear people asking questions. Some of my most successful clients are actually using webinar as a lead generation to explain state planning. Louis Diamond: It’s a great idea. It’s like you’re empowering the advisor to talk more about estate planning. It’s no longer this bugaboo that was too complex or not in their swim lane. It’s empowering them to lead with, it sounds like. Rafael Loureiro: 100% Louis Diamond: Amazing. And last question, if you were an ambitious advisor building a new firm from scratch today, what would you tell them to focus on to create a more durable, harder to replicate future-proof business? Rafael Loureiro: That’s a great question because the factory floor of a hundred years ago, is no longer work. If you have a chance to start from the beginning, it’s a new world. It’s a new world for companies like ours. Even for companies like ours that are in the bleeding edge of technology, everything is changing with AI. How I organize my teams is changing with AI. So I would say select Wealth.com. No, that’s … I’m kidding. I’m kidding, but yes, I’ll say select the right tools, use AI properly, it’s no longer a headcount game. I’m not saying you’re not going to need help, you’re going to need help, but make sure the tools are talking to each other because it is a new age. It’s an agent about speed, about being able to offer more service quicker, about increasing the relationship, the intangibles, to your point. It’s no longer once a quarter call to your clients. So if I had the chance to do everything again, if I had a chance even to start Wealth.com again, it’s different how you organize your team in this age of AI. AI is going to be bigger than the industrial revolution. Trust me, the shockwave is huge. To your point earlier in this call, we’re getting a big jump every month. It’s no longer every year, every month there is something new coming from AI. So if you start your firm again, select the right partners, select the right tools and then hit the ground running. Louis Diamond: Perfect. That’s amazing. Rafael, this has been so fun. I learned a ton from you. You just have a way of storytelling and I absolutely love the why behind Wealth.com, the personal experience that probably a lot of listeners have had as the light bulb moment. And instead of just complaining about it, you actually took action and now are creating the future of estate planning, empowering advisors to offer estate planning to their clients, getting more folks in this country set up with trust and estates and wills, et cetera. So I think it’s amazing what you’re doing and I’m very excited to continue to watch your success. Rafael Loureiro: Thank you. Thank you for the opportunities and just to do a final plug, estate planning, tax planning, stay tuned. There is more coming. Louis Diamond: There we go. Thanks so much. Rafael Loureiro: Thank you. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibility seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I Stay or Should I Go? is a book written with you in mind it’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively, whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com A conversation with Louis Diamond and Rafael Loureiro, Co-Founder & Chief Executive Officer at Wealth.com. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Why AI Matters Now: Filling the Estate Planning Gap with Wealth.com. It’s a conversation with Rafael Loureiro, the firm’s Co-Founder & Chief Executive Officer. I’m Louis Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wire house, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned, and each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: In the wealth management world, estate planning has largely lived in a separate lane. It’s a topic advisors may raise with clients then hand off to an attorney and eventually a set of documents come back, filed away, rarely revisited, and often disconnected from the rest of the planning process. That structure has been in place for a long time and for the most part, it’s gotten unquestioned, but when you step back, it creates a gap between what do clients expect from their advisor and what actually gets delivered when it comes to estate planning. Rafael Loureiro, co-founder and CEO of Wealth.com, ran straight into the gap after a planning event of his own which should have been a coordinated process, felt fragmented, manual, and surprisingly opaque. And likewise, I recall the same type of disjointed experience in my own estate planning process. It’s experiences like these that became the starting point for building Wealth.com. What makes this story interesting isn’t just that they’re using AI but how they’re using it inside the estate planning process, and it’s how AI allows the model itself to change from a one-time legal event to something that evolves alongside the client, from static documents to a system that can actually interpret, update, and surface what matters, from a disconnected handoff to something the advisor can actively lead. In my conversation with Rafael, we get into how that plays out in practice, how tools like Ester move from summarizing estate documents to identifying gaps, to prompting next steps, and eventually preparing action on behalf of the advisor, because when AI moves from simply organizing information to helping drive decisions, estate planning stops being a periodic task and starts to look more like a continuous part of the advice process. So let’s dive in. Rafael, thank you for coming on our show today. Rafael Loureiro: My pleasure, Louis. Thank you for having me here. Louis Diamond: Of course. Let’s jump in and in researching you and speaking to you in the past, I got to admit, you had a very different path into the wealth management industry probably than anyone I’ve ever interviewed. So can you walk us through your background briefly and early professional endeavors? Rafael Loureiro: Absolutely. The accent that you hear is Brazilian. So I’ve been in the US for 25 years. I’m a software engineer by trade, came here as a HMB, been involved with different companies over the years and then most recently before Wealth.com. I was a chief technology officer with a fraud prevention company, nothing to do with wealth management, but by selling that company, it’s how the Wealth.com story started. Louis Diamond: Perfect. And I was referring to also some of your early career endeavors even before founding your last company, if you’re comfortable sharing that. Rafael Loureiro: Yeah, absolutely. I’ve been involved with four different startups in different spaces. One of them was in, if you remember all the way back to 2008, the real estate prices, the first startup with foreclosures. So when houses went into foreclosures, me and my partner, we created a system to index that. I also had work on a photo album company. It became a lifetime business. It’s still running. I was the CTO and I did my share of consulting. I used to work for Accenture, Avanade, and then a home builder Fortune 500 companies. So I have a ton of experience in the technology space before Wealth.com. Louis Diamond: Perfect. And you mentioned the last business that you started that I believe sold to LexisNexis. Can you walk through what that business was? Rafael Loureiro: Yeah. So I did not start the business. I joined the business before Series A. The person that started the business, Rei Carvalho, he’s actually Wealth.com chairman. So the team is still together. The US, San Francisco, New York, offices in Sydney, Singapore, London. We serve clients like Coinbase, grew very fast and then got acquired by LexisNexis in 2020 during peak COVID. Think about, we literally signed the documents, popped the champagne on March 2020. No vaccine. Louis Diamond: Oh, my God. Rafael Loureiro: We literally popped the champagne and we all went back home to work from home because that was the guy that’s from LexisNexis. Through that experience, selling a company, one thing you usually do, it’s a big liquidity event and estate planning is always related to big moments. You get married, someone in your family die, you have a new kid, you have a liquidated event. So I work with a financial advisor. They’re amazing. They helped me with financial planning, wealth management, saved me a lot of money insurance. But when it was time to do the estate planning, Louis, my experience was, “Hey, Rafael, we always work with this lawyer, go talk to the lawyer.” And then it was a completely broken process. First, because it was COVID and I had to go see the lawyer face-to-face. That was weird right there. Second, because I was expecting the lawyer to know everything about me because my advisor knows everything about me, know about my life situation, know about liquid event, know about my kids, rental houses, everything and then the engineer. I know what I told the lawyer, but do I know for sure that everything I told the lawyer end up in the document? No, I don’t. Long story short, otherwise it is a long story, we’re having a virtual coffee. I don’t know if you remember everyone, big beard, long hair, everyone working from home, and then somehow all the Emailage C-level team and founders, the co-founders, we start complaining about state plan. Even another example, my chairman, the Wealth.com chairman, Emailage CEO, Rei Carvalho, he was like, “Hey, Rafael, I’m done with the summer heat in Arizona. I’m moving to Denver. I’m going for cooler weathers.” Literally the moment he moved to Denver, he gets a call from his estate planning lawyer, welcome him to Denver and saying, “Hey, we need to update your documents. “But I just spent thousands of dollars creating my documents.” “Yeah, but you live in a new state, you have to optimize your documents.” At that moment, Louis, we’re like, “Where there’s a problem, there is an opportunity,” and the company was born. Louis Diamond: I find the best company origin stories, it’s you have that, you have a personal experience or a moment where you have a realization that t

LexisNexis CEO of Global Legal Sean Fitzpatrick joins David Cowen to unpack the newly announced strategic alliance with Luminance and what it signals about where legal work is actually headed. From the "trust-first" shift replacing better-faster-cheaper, to law firms growing margins while raising rates, to the emergence of an entirely new role (manager of agents), this conversation is a candid read on how AI is reshaping the practice, the workflow, and the talent equation in legal. Key Topics Covered Why the LexisNexis and Luminance integration was customer-demanded, and how authoritative legal content plus contract intelligence changes the workflow equation ChatGPT as a step change, not an incremental shift: the strategy stayed the same, the tools changed everything The three buckets of legal work (repeatable/rules-based, judgment-based, and pure thought leadership) and where AI actually plays The "AI dividend" in practice: a GC reclaiming 10 hours a week to turn warranty claims from cost center into profit driver Why trust now outranks speed and cost as the dominant buying criterion in legal AI How law firms are growing revenue faster than cost base, and pushing high-single-digit rate increases The role that doesn't exist yet: manager of agents, leading a workforce with no human employees "AI fluidity" as the new hiring filter, plus career advice on reputation, partner selection, and taking risks early (with a Shoe Dog recommendation)

Vos données vendues par GM + les pires routes du QuébecTORQ | Épisode 566Dans cet épisode de TORQ, on parle de deux sujets qui touchent directement les automobilistes : le scandale entourant General Motors, OnStar et la vente de données de conduite, ainsi que le nouveau palmarès des pires routes du Québec publié par CAA-Québec pour 2026.GM devra payer une amende de 12,75 millions $ US en Californie après des accusations liées à la vente de données personnelles de conducteurs. Les informations concernées incluraient des données comme la localisation GPS, la vitesse, les accélérations brusques et les habitudes de conduite. Ces données auraient été partagées avec des courtiers de données comme LexisNexis Risk Solutions et Verisk Analytics, des entreprises liées à l'analyse de risque et au monde de l'assurance.Est-ce que votre véhicule moderne vous surveille? Est-ce que vos données de conduite peuvent influencer vos assurances? Et surtout, est-ce que les propriétaires de véhicules GM seront dédommagés?On regarde aussi le palmarès 2026 des pires routes du Québec selon CAA-Québec. Cette année, l'Outaouais domine le classement avec plusieurs routes de Gatineau parmi les pires de la province, dont le chemin Pink, le chemin Klock et le boulevard Saint-Raymond. Montréal, Laval, Québec, la Montérégie, la Mauricie, le Bas-Saint-Laurent et plusieurs autres régions sont aussi touchées par l'état des routes, les nids-de-poule et les coûts que ça impose aux automobilistes.Dans cet épisode :GM, OnStar et la vente de données de conduiteL'amende de 12,75 millions $ US contre General MotorsLes données vendues à LexisNexis et VeriskLe lien possible avec les assurances automobilesLa question de la vie privée dans les véhicules connectésLe palmarès CAA-Québec 2026 des pires routesLes routes les plus problématiques au QuébecPourquoi les automobilistes paient encore la factureLes voitures modernes sont de plus en plus connectées, mais est-ce que ça veut dire que les conducteurs perdent le contrôle de leurs données? Et pendant ce temps, au Québec, les routes continuent de coûter cher aux citoyens avec les nids-de-poule, les suspensions brisées, les pneus éclatés et les réparations.Abonnez-vous à JUL TORQ pour plus d'actualités automobiles, analyses, essais routiers, opinions et nouvelles du marché automobile au Québec, au Canada et en Amérique du Nord.#GM #Québec #JULTORQ

100 milliards de SoftBank pour l'IA en France, Doctolib qui s'attaque au Royaume-Uni, la legaltech Doctrine rachetée par LexisNexis, eBay qui repousse GameStop et Voodoo qui met la main sur Konbini et le Gorafi. Le JT de la Tech avec Julien Khaski, rédacteur en chef de Maddyness. Tic Tech du 15 mai 2026, présenté par Marie-Laure Hardy sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

Jennifer Kostyrna, director of product management, identity solutions at LexisNexis Risk Solutions, explains how generative AI is rapidly transforming the identity risk landscape for personal lines insurers, enabling more sophisticated and scalable fraud across the policy life cycle.

This Day in Legal History: Seventeenth Amendment RatifiedOn April 8, 1913, the Seventeenth Amendment to the United States Constitution became part of the Constitution after receiving the necessary number of state ratifications. This amendment fundamentally changed the method of selecting U.S. senators, shifting the power from state legislatures directly to voters. Prior to its adoption, senators were chosen by state lawmakers, a process that had increasingly drawn criticism for corruption and political deadlock. Reformers argued that legislative selection allowed special interests to exert undue influence over Senate seats. The amendment emerged during the Progressive Era, a period marked by widespread efforts to make government more democratic and transparent. By mandating direct elections, it aimed to increase accountability and restore public trust in the federal government. The change also reduced the frequency of vacancies caused by legislative gridlock in the states. Supporters viewed the amendment as a necessary correction to a system that had strayed from democratic principles. Critics, however, warned that it weakened the role of states within the federal structure. The ratification process itself reflected strong public pressure for reform across many states. Over time, the amendment reshaped the political dynamics of the Senate, making senators more responsive to public opinion. It also aligned the Senate more closely with the House of Representatives in terms of democratic legitimacy. Today, the Seventeenth Amendment remains a cornerstone of how Americans participate in federal elections, illustrating the enduring impact of Progressive Era reforms.Acting Attorney General Todd Blanche said that Donald Trump has both the right and responsibility to influence federal investigations, including those involving people Trump views as adversaries. Speaking publicly for the first time since taking the role, Blanche rejected claims that the Justice Department was improperly targeting Trump's opponents. He argued that a president is expected to guide national priorities, even when that includes investigations tied to personal or political conflicts.The Justice Department has recently pursued multiple investigations involving individuals connected to past inquiries into Trump, as well as political opponents and donors. Some of these efforts have faced resistance in court, with judges and grand juries limiting or dismissing certain cases. Blanche pointed to past prosecutions against Trump as justification, saying the president is seeking accountability for what he views as misuse of the legal system.Blanche's appointment followed Trump's firing of former Attorney General Pam Bondi, reportedly due to frustration over the pace and results of investigations. Blanche did not say whether he wants to remain in the role permanently, emphasizing that the decision rests with Trump. He also indicated he would step aside if asked, expressing loyalty to the president.Acting DOJ chief Blanche says Trump has ‘right' to influence investigations | ReutersYale Law School lost its long-held No. 1 position in the latest U.S. News & World Report law school rankings, marking the first time in 36 years it has not topped the list. Stanford Law School now holds the sole No. 1 spot, while Yale is tied for second with University of Chicago Law School. A slight drop in Yale's employment rate for graduates appears to have contributed to the shift, though other metrics like bar passage and LSAT scores remained stable.The rankings also saw broader changes among the traditionally top 14 law schools, known as the “T-14.” University of California, Berkeley School of Law and Georgetown University Law Center both fell out of that group, while Cornell Law School and Vanderbilt University Law School moved up in the rankings. Other schools, including University of Pennsylvania Carey Law School and University of Virginia School of Law, saw smaller gains, while Harvard Law School remained steady.These fluctuations reflect changes in the ranking methodology introduced in recent years after several top schools, including Yale and Berkeley, criticized the system. The updated approach relies more heavily on data reported to the American Bar Association, making small differences in employment and bar passage rates more influential.Yale loses longtime No. 1 spot on latest US law school ranking | ReutersAI startups are increasingly targeting law students as part of a broader effort to capture the legal services market. Companies like Harvey AI and Legora are offering free access and training at top law schools, hoping students will continue using their tools once they enter law firms and corporate legal roles. This strategy comes as the legal AI sector expands rapidly, fueled by advances in generative AI since the rise of ChatGPT.These startups compete with established providers like LexisNexis and Westlaw, which have long dominated legal research and are now integrating AI into their platforms. While legacy companies rely on proprietary legal databases, newer entrants build tools on large language models and focus on tasks like drafting, research, and litigation preparation. Some partnerships have even emerged between startups and traditional providers to combine strengths.Law students are already using these tools for exam preparation, memo writing, and simulating legal arguments. Schools and companies also view this exposure as a way to teach both the benefits and risks of AI, including issues like inaccurate or “hallucinated” outputs. The broader goal is to create familiarity early, making future lawyers more likely to adopt these tools in practice.Other legal tech companies, including Clio and Spellbook, are pursuing similar partnerships, expanding access across hundreds of law schools. As competition grows, early access and training are becoming key battlegrounds for shaping the next generation of legal professionals.AI startups court law students in fight for lawyer market | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

In der neuen Folge von Breach FM sitzen Max und ich mal wieder beide zu Hause. Ich berichte kurz aus Brüssel, wo ich im EU-Parlament zu einer Expertenrunde zum CSA2 geladen war – und gemerkt habe, wie schwer es selbst Fachleuten fällt, die wachsende Regulierungslandschaft auseinanderzuhalten. Max bringt RSA-Nachschau mit: KI ist überall, aber die Gespräche dahinter sind spürbar substanzieller geworden.Das private E-Mail-Konto von FBI-Direktor Kash Patel wurde von derselben iranischen Gruppe geknackt, über die wir zuletzt gesprochen haben. Bisher wurden vor allem private Bilder veröffentlicht – wir diskutieren, ob das eine Tröpfchentaktik ist oder das Ende der Fahnenstange.LexisNexis bestätigt einen Breach über eine ungepatchte React-Frontend-Schwachstelle – drei Monate nach CVE-Veröffentlichung. Abgeflossen: 3,9 Millionen Datenbankeinträge, 21.000 Kundenaccounts, mehrere AWS-Secrets. Den OVHcloud-Claim aus der Vorwoche klären wir kurz: OVH hat dementiert, es sieht nach einem Fake-Data-Scam aus.Der technisch spannendste Fall: LiteLLM wurde Opfer eines mehrstufigen Supply-Chain-Angriffs durch TeamPCP. Die Angreifer kompromittierten zunächst den Trivy Security-Scanner in LiteLLMs CI/CD-Pipeline, stahlen die PyPI-Publishing-Credentials und veröffentlichten zwei manipulierte Versionen. Version 1.82.8 führte Schadcode über eine .pth-Datei automatisch bei jedem Python-Interpreter-Start aus – kein Import nötig. Wer diese Versionen betrieben hat, sollte API-Keys sofort rotieren.Dem Startup Delve – $32 Millionen Funding, $300 Millionen Valuation, Forbes-30-Under-30-Gründer – wird vorgeworfen fabrizierte SOC-2-Nachweise ausgestellt, Beobachtungsfristen übersprungen und 494 identische Compliance-Reports verschickt zu haben. Das als KI vermarktete Produkt soll in Wahrheit schlicht offshore ausgelagert gewesen sein.Von Google kommen drei Meldungen: TurboQuant verspricht massive LLM-Kompression – noch theoretisch, aber mit großem Kostenpotenzial. Google will außerdem alle Systeme bis 2029 auf Post-Quantum-Kryptographie umstellen, zwei Jahre früher als geplant – ein Hinweis, wie weit der eigene Quantencomputer-Fortschritt intern bereits ist. Und schließlich kündigt Google eine Threat Disruption Unit an, die Cybercrime-Infrastruktur proaktiv neutralisieren soll – konsequent zur White House Cyber Strategy, aber mit offenen Fragen sobald Botnetze aus legitimen Unternehmensgeräten bestehen.New LexisNexis Data Breach Confirmed After Hackers Leak Fileshttps://www.securityweek.com/new-lexisnexis-data-breach-confirmed-after-hackers-leak-files/Delve accused of misleading customers with ‘fake compliance'https://techcrunch.com/2026/03/22/delve-accused-of-misleading-customers-with-fake-compliance/TurboQuant: Redefining AI efficiency with extreme compressionhttps://research.google/blog/turboquant-redefining-ai-efficiency-with-extreme-compression/Iran-linked hackers breach FBI director's personal email, publish photos and documentshttps://www.reuters.com/world/us/iran-linked-hackers-claim-breach-of-fbi-directors-personal-email-doj-official-2026-03-27/Google launches threat disruption unit, stops short of calling it ‘offensive'https://www.nextgov.com/cybersecurity/2026/03/google-launches-threat-disruption-unit-stops-short-calling-it-offensive/412321/Quantum frontiers may be closer than they appearhttps://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/How a Poisoned Security Scanner Became the Key to Backdooring LiteLLMhttps://snyk.io/de/articles/poisoned-security-scanner-backdooring-litellm/

This week on Hacking News, we're covering five stories that all share one theme: the things we trust most are the things being targeted. Cisco disclosed two CVSS 10.0 vulnerabilities in their Secure Firewall Management Center — the centralized brain that manages entire firewall fleets — giving unauthenticated attackers root access. Pakistan-linked APT36 has turned AI coding tools into a malware assembly line, flooding Indian government networks with disposable "vibeware" variants in a strategy Bitdefender calls "Distributed Denial of Detection." Google dropped the largest Android security update in almost eight years — 129 vulnerabilities — including a Qualcomm zero-day already under targeted exploitation across 234 chipsets. A China-linked threat cluster called UAT-9244 is burrowing into South American telecom infrastructure with three brand-new malware families spanning Windows, Linux, and edge devices. And LexisNexis confirmed a cloud breach after a threat actor exploited an unpatched React app and found the database password was... Lexis1234. ⏱️ Timestamps 0:00 — Cold Open: What do you call a hackable firewall manager? 1:21 — Welcome & CTA 2:01 — Story 1: Cisco Secure FMC — Two CVSS 10.0 Vulnerabilities (CVE-2026-20079 & CVE-2026-20131) 5:33 — Story 2: APT36 "Vibeware" — AI-Generated Malware at Industrial Scale 9:13 — Story 3: Google Android March 2026 — 129 Patches + Qualcomm Zero-Day (CVE-2026-21385) 12:34 — Story 4: UAT-9244 / FamousSparrow — China-Linked APT Hits South American Telecoms 16:26 — Story 5: LexisNexis Cloud Breach — React2Shell, Weak Passwords, Gov Data 20:14 — Recap & Key Takeaways 22:40 — Outro

Sometimes you outgrow your home … and that can be the case with a legal tech conference.  This year's LegalWeek conference, hosted by ALM Media and Law.com, was held in New York City at its brand new location - the Jacob Javits Convention Center.  More than 6,000 of the biggest names in the industry gathered for the four-day conference from March 9th through March 12th. And yes ... Legal Speak was there conducting live interviews with the best and brightest. In this episode, hosts Patrick Smith and Cedra Mayfield sat down with Lexis Nexis' Technology Chairman Jeff Reihl as well as Alexandra Smyth, Executive Vice President  & General Counsel.   This episode of Legal Speak is brought to you by Harvey.  Harvey … AI tailored for Law.   Hosts: Cedra Mayfield & Patrick Smith Guests: Jeff Reihl & Alexandra Smyth Producer: Charles Garnar  

Live from Legalweek 2026, David Cowen sits down with Alex Smyth, EVP and General Counsel at LexisNexis, to talk about where legal AI is finally getting real. The industry is moving past one-off experiments and into repeatable workflows that cut turnaround times, reduce manual work, and deliver answers lawyers can actually trust. The big question now is no longer whether to use AI. It's how to embed it into legal work in a way that is authoritative, scalable, and measurable. Hosted by David Cowen Key Topics Covered Why the legal market is shifting from AI experimentation to repeatable workflows that automate entire sequences of work How LexisNexis built an NDA workflow that reviews, comments, escalates when needed, drafts the response email, and cuts review time from days to minutes A measurable legal ops outcome: LexisNexis reduced contract turnaround time in tracked segments by 22.7% over the last year Why nearly 300 legal workflows matter more than generic prompting, especially when lawyers need structured, repeatable outcomes The difference between general-purpose AI and purpose-built legal AI grounded in authoritative, curated legal content Why authoritative content still matters: lawyers need current law, validated citations, and trusted outputs, not just plausible answers Alex's view that the market is at an inflection point, where the real return on AI will come from embedding workflows directly into legal process

Are you building a business, or just a job with your name on it? For many founders, selling their company is a once-in-a-lifetime event. Yet when the time comes, they're unprepared — financially, structurally, and emotionally. They're burned out. Or worse, they're forced into a decision that should have been strategic. In this episode, we discuss what it really takes to sell a business well — and why preparing for an exit starts years before you ever list it. Marvin Karlow is a licensed investment banker and mergers and acquisitions (M&A) advisor at Raincatcher who has spent his career on both sides of the deal table. A former C-suite executive at LexisNexis, ChoicePoint, JPMorgan Chase, and Texas Instruments, Marvin later bought, grew, and exited his own manufacturing business — including a carve-out that was acquired by a publicly traded company. Over the past two years alone, he has helped founders achieve more than $25 million in successful exits. In this episode, Marvin breaks down how to prepare your business for maximum value, reduce stress during the sale process, and exit on your terms — not someone else's. Build a Business Buyers Compete For The biggest mistake founders make? Waiting until they're burned out to sell. Burnout often signals declining financial or operational performance, and buyers notice that. Marvin explains that the right time to sell isn't when you have to — it's when you're profitable, growing, and emotionally ready. Three foundational factors dramatically impact valuation: Profitability (non-negotiable) Clean, organized financials Minimal owner reliance Owner reliance is a deal killer. If every decision runs through you, if key client relationships depend solely on your personal history — buyers aren't purchasing a scalable business. They're buying a job. And that lowers value. The goal? Become the strategist behind your business. Run a Process — Don't Just List Your Business Many founders unknowingly leave money on the table because their representation "lists and waits." Marvin's philosophy is different: create a competitive environment. He compares it to selling a house. You don't just put it on MLS and hope. You stage it. Market it strategically. Create urgency. Invite multiple serious buyers. Set deadlines. Generate offers. Negotiate upward. That same disciplined process applies in M&A. Competition drives value. When buyers know others are at the table, offers improve — not just on price, but on terms. Every business owner exits eventually. You can exit on your terms, under your own power — or not. Preparing early allows you to strengthen financial reporting, reduce owner dependence, and make other improvements that boost value years later. Enjoy this episode with Marvin Karlow… Soundbytes 06:02 - 06:17 "For a lot of business owners, it's a once-in-a-lifetime event, because you started the business when you were 17 or 22 or whatever, and you ran it for 20 or 30 or 40 years. And now your reason for exiting is that you'd like to retire, or you'd like to spend more time with the grandkids, or whatever it is. It's truly a once-in-a-lifetime event. And you definitely want to get it right. This is not the thing to get wrong in life." 36:57 - 37:15 "Every business owner exits eventually. You're going to exit your business at some point. You can do it on your terms under your own power — or not. I suggest your own terms and your own power, and having conversations with somebody like me will help that." Quotes "If you're working 60 hours a week in your business and every decision runs through you, it's going to be pretty difficult to sell." "The number one tactic is to be profitable." "There's a buyer for almost every business. The question is valuation." "The only way to know you got the best deal is to have multiple offers." Links mentioned in this episode: From Our Guest Connect with Marvin Karlow on LinkedIn: https://www.linkedin.com/in/marvinkarlow/ Email: marvin.karlow@raincatcher.com Website: https://raincatcher.com/ Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website? Contact us here: https://thebrandid.com/contact-form/

LexisNexis, LeakBase, Nissan, The FBI and more are all part of this week's fun!

The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com

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This week we bounce from weddings with questionable video evidence to universal vaccines, rogue dubstep artists named after shingles shots, and a time-loop story that left us… conflicted. Let's get into it. Real Life Ben officiated a wedding. It was beautiful. It was meaningful. It was legally binding. There may or may not be video proof. Somewhere, there's a phone with 3% battery and a shaky clip of vows. Or maybe not. Either way, two people are married and that's what counts. If you're going to officiate a wedding, here's the lesson: double-check the recording situation. Memory is not a backup drive. Ben also discovered that in newer versions of iOS, you can type to Siri. This is huge for anyone who has ever whispered a text into their phone in public and immediately regretted it. We are slowly evolving into silent thumb-typers talking to machines. The future is polite and awkward. Devon talked about how he uses ChatGPT — not casually, but intentionally. He uses it for work. He uses it to rewrite drafts, fix spelling, tighten arguments. Think of it as a second-pass editor that doesn't get tired. He went deeper into why he chose to pay for it and what "professional analysis" even means in an AI context. If you're billing by the hour, clarity matters. He also raised the question: does LexisNexis have AI baked in now? (Short answer: of course they do. Long answer: it depends how you define AI, which is half the battle in 2026.) Ben uses "AI" differently — mostly for data sifting. Large piles of information. Pattern spotting. Less magic robot, more extremely fast intern. Steven admitted he uses ChatGPT to help generate episode notes and images. If you're creating consistently, tools matter. The question isn't "Is this cheating?" The question is: "Are you using the tool to think better or to think less?" Big difference. We also watched The First Minute of Demi Adejuyigbe Is Going To Do One (1) Backflip — and yes, he does the backflip. Watch the full clip on YouTube and the full special on Dropout. Demi Adejuyigbe (pronounced DEM-ee ə-DIJ-oo-EE-bay) is sharp, chaotic, and there's a killer Marge Simpson joke in the full show. https://www.youtube.com/watch?v=_kveA4wgIhI  Speaking of Marge — Marge Simpson is not dead. The French voice actress passed away. RIP. The character remains immortal yellow. Ben also plugged his ekphrastic poetry workshop — Write Poems with Me — happening Saturday 3/7 at the Beacon Art Show or online. If you've been waiting for a sign to try poetry, this is it. Show up. Make weird art. https://buttondown.com/penciledin/archive/write-poems-with-me-saturday-37-at-the-beacon-art/  Future or Now Steven brought in a wild one: a possible "universal" vaccine from researchers at Stanford Medicine. Instead of targeting a specific virus, this nasal spray supercharges the lungs' immune defenses. In mice, it reduced viral load, prevented severe illness, and even blocked allergic reactions. COVID. Flu. Pneumonia. Allergens. If this holds up in humans, that's not incremental. That's foundational. https://www.sciencedaily.com/releases/2026/02/260222092258.htm  Ben followed with research suggesting shingles vaccines might lower dementia risk. Studies around the shingles vaccines Zostavax and Shingrix have shown reduced dementia incidence in vaccinated older adults. There's also data suggesting the vaccine may slow biological aging markers, including inflammation. https://arstechnica.com/health/2026/02/could-a-vaccine-prevent-dementia-shingles-shot-data-only-getting-stronger/  This is where Steven held his jokes until the very end. Zostavax and Shingrix are dubstep artists. "Twenty Year Window" is their debut collaboration. "Dementia" is their first single. Sometimes you need the bit. But seriously — if preventing viral reactivation reduces neuroinflammation and long-term cognitive decline, that's massive. It's early. It's correlation-heavy. But it's promising. Pay attention to this space. Book Club This week: All You Zombies by Robert A. Heinlein (1958). https://lecturia.org/en/short-stories/robert-a-heinlein-all-you-zombies/19420/  Time travel. Identity loops. Paradoxes stacked on paradoxes. There are also… problems. Ben had major issues with the problematic elements. And they're not small issues. The story reflects the era it was written in, and not in a flattering way. Devon didn't love the no-stakes feeling. When a story collapses into inevitability, tension can evaporate. If everything always already happened, what are we gripping onto? Steven's take: the story is valuable as a historical artifact. It shows where science fiction was. You can see the mechanics. The ambition. The blind spots. You don't have to endorse it to learn from it. That's maturity in reading: understanding context without pretending flaws don't exist. Next week, we're reading Presence by Ken Liu, published in Uncanny Magazine. Ken Liu tends to blend emotional precision with speculative ideas, so expect something thoughtful. https://www.uncannymagazine.com/article/presence/  Read it. Come ready. Final Thought This episode circled one big theme whether we meant to or not: Tools. AI tools. Medical tools. Narrative tools. Historical tools. The question isn't whether tools change the world. They do. The question is whether we're using them deliberately. So here's your small challenge this week: Pick one tool you're already using — AI, writing software, research databases, even your phone — and ask yourself: Am I using this to sharpen my thinking? Or to avoid it? Be honest. We'll see you next week.

Send a textWelcome everyone as we travel to the city of brotherly love and Rocky, Philadelphia. Today on the show, we have former Philadelphia warrant squad member Tristin Kilgallon.  Tristin grew up in Philadelphia and started his career in law enforcement with the city's Warrant Unit, tracking fugitives and working the tough streets of Philly. Tristin later moved to Ohio to attend law school, earning a JD and LLM. Tristin went on to teach pre-law and criminal justice for more than a decade before joining LexisNexis, where he now works in the legal tech industry, helping law firms adopt AI-driven tools. He's also the co-author of Philly Warrant Unit, a true-crime memoir about his time working fugitive apprehension in Philadelphia.Please enjoy this fun interview about a unique and small crime-fighting unit that had a large impact on crime, which no longer exists. In today's episode, we discuss:·      Growing up in the rough part of Philly. ·      Where and how Tristin got interested in law enforcement.·      What led him to the Philly Warrant Unit, and why he didn't pursue a career with the Philly Police.·      Did his investigations ever conflict with the local PD, state, or feds?·      How they picked which warrants to execute. ·      Knock vs. No-Knock Warrants.·      The difference between a search/arrest warrant.·      The prostitute calling the police on herself.·      Meeting Sylvester Stallone.·      Why he went into a teaching career.All of this and more on today's episode of the Cops and Writers podcast.Check out the Philly Warrant Unit Facebook page. Visit the Cops & Writers Website!Check out my newest book! Police Stories: The Rookie Years - True Crime, Chaos & Life as a Big City Cop!Support the show

George Hosfield, vice president, Home Insurance, LexisNexis, discusses key findings from the 2025 LexisNexis Home Trends Report, examining rising loss severity, surging catastrophe claims and what intensifying weather-driven risks mean for homeowners insurers.

Episode: 00300 Released on January 5, 2026 Description: In this milestone 300th episode of Analyst Talk with Jason Elder, Jason reconnects with former manager and mentor Glenn Fueston for a candid, reflective conversation on leadership, data, and the evolution of intelligence analysis. Glenn shares his journey from trainer and leader at the Washington Baltimore HIDTA, to Executive Director of Maryland's Governor's Office of Crime Control, and now Director of Public Safety Capture at LexisNexis. Together, they discuss early analyst culture, post-9/11 training expansion, micromanagement lessons, strategic versus tactical analysis, grant-driven policy change, and how AI is reshaping analytical work. The episode blends hard-earned leadership insights with humor, nostalgia, and perspective, including legendary Chipotle burrito debates and reflections on growth, trust, and professional maturity.

Join LexisNexis for a discussion on how AI is reshaping the legal tech industry—and how LexisNexis is turning it into a true strategic asset. Want to learn more about LexisNexis? Check out their website: https://www.lexisnexis.com

In this special episode of LawTech Talks, produced in partnership with LexisNexis, we unpack the importance of a more holistic approach and mindset to daily operational and practice matters in 2026 and beyond, in the face of voluminous technological change. Host Jerome Doraisamy speaks with LexisNexis APAC Managing Director Katy Fixter about the most common threads of change she sees across the region for how legal businesses operate and why, Australian practitioners' capacity for innovation and agility, her optimism about the pace of willingness to change among Australian in-house and firm teams, and evolving levels of trust from the client side. Fixter also delves into how best to ensure retention of accurate, reliable information and optimal client service delivery, lawyers' perceptions of their changing underlying duties, the extent to which lawyers are undergoing trial and error with new ways of working, taking more innovative approaches moving forward, creating more space for yourself, how the business of law is shifting, whether non-traditional approaches are becoming more mainstream, and how lawyers' learning and professional development may also be changing. To learn more about LexisNexis, click here.

Grégory Herbert est le CEO de Frisbii, une société qui accompagne les entreprises par abonnement dans la gestion de leurs revenus, de la facturation aux paiements en passant par la prévision financière. Arrivé il y a un an et demi à la tête de cette entreprise soutenue par le fonds américain PSG Equity, il pilote une plateforme récemment unifiée sous la marque Frisbii, présente en France, en Allemagne, au Danemark, en Pologne et en Serbie.Avant de prendre les rênes de Frisbii, Grégory Herbert a passé près de sept ans chez Dataiku, où il a rejoint l'équipe en 2017, alors que la pépite française ne comptait qu'une soixantaine d'employés. Il y a contribué à la montée en puissance spectaculaire de l'entreprise, devenue un acteur mondial majeur de la data science et de l'IA, jusqu'à occuper le poste de SVP et General Manager Europe. Une trajectoire qui s'appuie sur une expertise forgée plus tôt chez LexisNexis, où il participait déjà à l'émergence de l'IA appliquée au droit prédictif.Au fil de ces années, il a été témoin de l'évolution rapide — et parfois chaotique — de l'adoption de l'intelligence artificielle dans les entreprises. De la frénésie des preuves de concept sans retour sur investissement, à l'explosion des modèles génératifs, il plaide aujourd'hui pour une approche pragmatique et frugale, centrée sur la small data et sur des cas d'usage ciblés. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode of the Shift AI Podcast, Jeff Reihl, Technology Chairman at LexisNexis and former CTO, joins host Boaz Ashkenazy to discuss how one of the world's largest legal information companies executed a dramatic pivot to generative AI. Jeff shares the remarkable story of how LexisNexis transformed their entire 2023 strategy in response to ChatGPT's emergence, leveraging their 160 billion document repository to solve AI hallucination problems that plague the legal profession.From modernizing mainframe systems written in IBM assembly language to implementing multi-model AI strategies using GPT and Claude, Jeff provides a masterclass in enterprise AI adoption. The conversation explores critical topics including maintaining trust and accuracy in legal AI applications, the evolving role of junior lawyers in an AI-augmented world, and how LexisNexis achieved 300% ROI for their customers while dramatically accelerating their own internal processes. Whether you're leading digital transformation at an established enterprise or simply curious about how AI is reshaping professional services, this episode offers invaluable lessons from the frontlines of the legal AI revolution.Chapters[01:40] Jeff's Background and Career Journey[05:54] LexisNexis, RELX, and the Legal Information Industry[07:21] The ChatGPT Revolution and Strategic Pivot[10:17] Solving the Hallucination Problem with RAG[13:26] Liability, Accountability, and the Role of Legal Professionals[16:16] ROI Metrics and Customer Adoption[21:02] Agentic Workflows and Strategic Partnerships[26:18] The Future of Junior Lawyers and Legal Education[29:05] The Future of Work and Software Development[31:33] Framework for AI Integration in Organizations[34:46] Two Words for the Future: Transformative and PersonalizedConnect with Jeff Reihlhttps://www.linkedin.com/in/jeffreihl/Connect with Boaz AshkenazyLinkedIn: https://linkedin.com/in/boazashkenazy Email: info@shiftai.fm

This week on The Geek in Review, we bring together a trio of Canadian legends from the legal web to celebrate the 20th anniversary of the Canadian Law Blog Awards, better known as the Clawbies. Steve Matthews of STEM Legal and Slaw.ca, Sarah Sutherland of Parallax Information Consulting and former president and CEO of CanLII, and legal market analyst and Substack author, Jordan Furlong join us to talk about how legal publishing has changed over two decades and where it heads next. Along the way, we share a little host pride, since 3 Geeks and a Law Blog picked up a Friend of the North Clawbies back in 2011. Canada remembers, even if the trophy cabinet looks a little full on our side of the border.We start with Steve's long-running mantra: do not build your professional home on rented land. For years he pushed lawyers toward blogs and owned domains, warning that social platforms could change rules overnight or simply fall apart. That warning came into sharp focus as Twitter morphed into X and law Twitter scattered toward BlueSky, Mastodon, Threads and other venues. Jordan talks about deleting years of tweets rather than leaving a personal archive tied to a platform he no longer trusts, then describes how his own publishing shifted from long-form blogging at Law21 to a Substack newsletter model that feels more like a curated living room of engaged readers than a noisy town square.From there, Sarah introduces one of our favorite phrases in the episode, “law's eternal September,” where a constant wave of new technology, including generative AI, keeps the justice system and the information world in permanent transition. We explore how legal publishers now balance automation and human judgment, with AI helping on classification, annotations, and summaries, while editors and authors still play a central role in verification and context. We share our own experience with AI-assisted prep for the show, and how a human guest had to correct outdated biographical details. That leads to a broader point about the need for trusted, non-AI sources that give researchers, lawyers, and readers a place to check facts and assumptions before sharing work with clients or the public.Jordan, Steve, and Sarah then turn to the Clawbies themselves and the theme they have set for the upcoming awards year: “the year of the truth teller.” In an era of disinformation, sloppy AI content, and reputation-damaging LinkedIn posts, lawyers and legal professionals gain real value by standing out as accurate, consistent voices who care about community as much as client work. Steve explains how the Clawbies now cover blogs, newsletters, podcasts, Tik Toks, and other formats, while still focusing on authenticity and public legal education. We also learn about the “humble Canadian rule,” where nominators highlight one to three other voices, while the organizers quietly take a closer look at the nominator's own work in the background. The mission stays the same: surface new voices, new formats, and generous contributors who strengthen public conversation.We close with a look ahead. Steve predicts more structured, list-driven use of newer platforms like BlueSky for targeted conversations, while Sarah points to growing centralization as giants such as Thomson Reuters, LexisNexis, and Clio blend publishing and practice software. Jordan sees a fractured present, with silos and distrust, but also anticipates a future pull toward recombination, where readers gravitate to sources and bundles that feel trustworthy again. Through it all, the three guests encourage anyone interested in writing, podcasting, or other media to choose a format that fits personal strengths, commit to thoughtful output, and focus on truth-telling over pure marketing.[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of Tank Talks, host Matt Cohen is joined by John Ruffolo for an in-depth discussion on the latest business innovation news, cutting-edge tech developments, and disruptive market shifts that are shaping the global innovation economy. From game-changing legal tech acquisitions to the next big wave in quantum computing, the two break down the trends transforming Canadian fintech and the rise of stablecoin regulation. They also dive deep into AI advancements, big tech strategies, and the future of payments, offering fresh insights and actionable takeaways.Clio's Billion-Dollar Acquisition & Vertical Expansion in Legal Tech (01:38)In a major legal tech acquisition, Clio secures a $5 billion valuation following its acquisition of vLex, expanding its role as a dominant player in the legal technology sector. Matt and John discuss how this deal positions Clio alongside industry giants like Thomson Reuters and LexisNexis and explore the risks and rewards of a vertical integration strategy.Toronto's Quantum Tech Breakthrough: SPAC Merger with Crane Harbor (05:11)Toronto-based Xanadu Quantum Technologies makes headlines with its SPAC merger with Crane Harbor Acquisition Corp., paving the way for the first-ever Canadian quantum tech debut on the TSX and NASDAQ. John shares exclusive insights into the company's growth trajectory and how the merger will impact the quantum computing industry.Elon Musk's Trillion-Dollar CEO Package: Will He Become the First Trillionaire? (09:05)Matt and John dive into the details of Elon Musk's massive CEO package, designed to potentially turn him into the first trillionaire. They analyze the massive financial goals Musk must achieve and the broader economic impact this deal could have on industries like electric vehicles, space tech, and AI innovation.Google and Apple's AI Partnership: What Does It Mean for Siri? (12:21)A landmark deal between Google and Apple will see Google's Gemini AI powering Siri's next-generation intelligence. Matt and John discuss the implications of this collaboration for artificial intelligence, cloud computing, and the future of voice assistants in the consumer tech market.Robinhood's New AI Fund: The Risks of Retail Investor FOMO (15:14)In a bold move, Robinhood announces plans to give retail investors access to private AI companies. While this could open up private equity investments to the masses, Matt and John debate the risks of retail investor FOMO and the potential impact of AI investment bubbles on individual portfolios.Visa & Mastercard Lowering Interchange Fees: The Impact on Credit Card Rewards (16:39)In a significant shift, Visa and Mastercard are negotiating a deal to lower interchange fees, a change that could fundamentally alter the credit card rewards system. John explains the long-term effects on merchant relationships, consumer rewards, and the potential disruption of traditional payment systems as blockchain technologies emerge.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Send us a textIn this episode, Yvonne and Rafael catch up with Judge David Langham, Deputy Chief Judge of the State of Florida, and a prolific writer, blogger, educator, and speaker. If you're curious about the history of Florida's workers' compensation system, and you want to learn what "stare decisis" is, don't miss our conversation with Judge Langham. He's widely recognized as the leading legal authority on this topic. In addition to a concise and thorough history lesson on the Florida work comp system, we discuss a few other key points specific to Florida. To access books and resources Judge Langham mentioned during the episode, including his free downloadable book: "Floridiana and the Workers' Compensation Adjudicators," visit www.dwlangham.com.Visit his Blogger profile to check out Judge Langham's blogs (there are several). Note: stare decisis is a legal term. According to LexisNexis, it means "to stand by things decided and not disturb settled points." They further explain, "The doctrine of stare decisis, or binding precedent, is the principle by which judges are bound by previous judicial decisions, especially of superior courts. To 'stand by things decided', the basis for the doctrine of precedent, there is no room for further examination or interpretation of a point or principle of law; the court is bound to the reasoning in the prior decision, unless there is a unique exception or the matter is before a higher court."¡Muchas Gracias! Thank you for listening. We would appreciate you sharing our podcast with your friends on social media. Find Yvonne and Rafael on Linked In or follow us on Twitter @deconstructcomp

Kelly De La Mora hits the floor at ITC in Las Vegas to uncover how tech is reshaping claims, customer relationships, and the future of risk. Watch this … Read More » The post From Efficiency to Innovation: The Real Impact of InsurTech | ITC 2025 appeared first on Insurance Journal TV.

Citations : Legal Research References with Active Hyperlinkshttps://legal.thomsonreuters.comExplains primary and secondary legal sources and the role of AI in research.https://www.onelegal.comA guide for paralegals detailing research sources and validation methods.https://www.leg.state.fl.usFlorida's official statutes and constitution site for legislative and case law.https://en.wikipedia.org/wiki/Hornbook_(law)Defines a hornbook as a concise, one-volume legal treatise.https://en.wikipedia.org/wiki/Shepard%27s_CitationsDescribes Shepard's Citations, a system for validating legal authorities.https://www.lawfina.comCovers legal research fundamentals including keyword logic and filters.https://libguides.law.berkeley.eduBerkeley Law's 1L research guide on research steps and case expansion.This conversation delves into the essential skills and methods for effective legal research, focusing on the distinction between primary and secondary sources, the importance of understanding legal authority, and the techniques for statutory interpretation. It emphasizes the need for law students to master these concepts to navigate the complexities of legal practice and prepare for exams like the bar.In the world of law, finding the right legal precedent can feel like searching for a needle in a haystack. But with the right tools and strategies, you can transform this daunting task into a manageable process. This blog post will guide you through the essentials of legal research, focusing on the hierarchy of authority and the use of secondary sources as your map to the treasure of primary law.Introduction: The Quest for Legal Clarity Imagine embarking on a quest through a labyrinth of legal information. Constitutions, statutes, regulations, and centuries of court decisions weave a complex web of rules. How do you find that one specific thread you need? With the right map and tools, you can navigate this labyrinth effectively.The Map: Secondary Sources Secondary sources are your travel guide in the legal world. They explain, analyze, and organize the law for you. Legal encyclopedias provide a broad overview, while treatises offer deep analysis from top experts. Restatements summarize common law, providing credible insights. Start broad with an encyclopedia, then dive into a treatise for expert analysis.The Treasure: Primary Sources Primary sources are the binding rules from courts or legislatures. They are the treasure you seek. Secondary sources point you to these primary laws, providing citations as exact coordinates on your treasure map. Use them to find the key primary sources, then pivot to reading, analyzing, and citing those sources directly.Mastering Authority: Mandatory vs. Persuasive Understanding the difference between mandatory and persuasive authority is crucial. Mandatory authority is law that a court must follow, like a decision from a higher court in its jurisdiction. Persuasive authority, on the other hand, is everything else. A court might find it convincing but is not required to follow it.The Tools: Modern Legal Research Today, legal research is primarily digital, relying on powerful databases like Westlaw and LexisNexis. These platforms offer vast libraries of primary and secondary sources, along with citator tools like Keysight and Shepard's for validation. Mastering Boolean searches and understanding statutory interpretation are key skills for effective research.Embrace the Detective Role As a legal researcher, your role is to find the controlling piece of primary authority hidden in plain sight. Use your secondary source map wisely, master the hierarchy, validate everything with citators, and dive deep into primary authority. Keep digging, keep questioning, and happy researching.Subscribe now to stay updated on the latest legal research strategies and tools.legal research, primary sources, statutory interpretation, legal authority, law students, bar exam, legal analysis, legal tools

LexisNexis is one of the most important companies in the entire legal system. For ages it's been where you went to look up case law and do legal research. There isn't a lawyer today who hasn't used it — it's fundamental infrastructure for the legal profession, just like email or a word processor. But in 2025, apparently nobody can resist the siren call of AI, and LexisNexis is no different. The first word Sean said to describe LexisNexis wasn't “law” or “data,” it was “AI.” And I had questions, because so far AI has created just as much chaos and slop in the courts as anywhere else. Links:  Errors found in judge's withdrawn decision stink of AI | The Verge Why do lawyers keep using ChatGPT? | The Verge Conservative judge says AI could strengthen originalist movement | Reuters LexisNexis CEO says it's ‘a matter of time' before attorney loses a license | Fortune Two companies ruled legal tech for decades. AI is blowing that open | BI Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Reena Batra, vice president, data science, LexisNexis Risk Solutions, explains how falling rates, regional dynamics and direct digital channels are fueling a sharp rise in U.S. auto insurance shopping, with retention challenges pushing insurers to adopt more data-driven, customer-focused strategies.

Temporary work isn't a consolation prize—it's a lever. In this candid conversation, Staffing Boutique's Director of Recruitment, Dana Scurlock, reframes the temp path as a smart way to stay employed, sharpen skills, and earn while exploring fit. She traces her roots to a temp desk in 2006 and explains why the market's realities—shorter tenures, year-end crunches, and staffing bandwidth gaps—make interim roles unusually valuable for both candidates and nonprofits. “One of the great benefits of temporary work is it can fit within your schedule,” she notes, pointing to project-based needs that run two or three days a week and let candidates stack to a full 40 hours across multiple gigs.Dana urges job seekers to check the “temporary” box on job boards instead of waiting months for a direct hire. Put temp and consulting projects on your resume—silence creates gaps. The better story in interviews is momentum: “Instead of saying ‘I'm in between jobs,' you're a hot commodity who's actively working.” She stresses two traits that get temps invited back: self-sufficiency and crisp communication. Arrive with questions that unlock the day's tasks, request the specific information you need up front, and deliver without constant check-ins.Cultural humility matters, especially in mission-driven shops. Temps often see opportunities to improve databases, files, or event processes; offer those observations with tact and with clarity about scope. Ask whether leaders want suggestions now or prefer focus on the assigned project. It's role awareness, not silence.On tech, list the actual tools on your resume and be ready to describe what you did with them—Raiser's Edge queries, Excel data cleaning, Outlook mail merges, LexisNexis research, whatever applies. Keep learning through webinars, libraries, and sector trainings; AI for prospecting and fundraising is here, so stay current. For many assignments, managers need someone who can start immediately with minimal training—so signaling concrete tool fluency is a fast pass.Finally, Dana frames temp roles as on-the-job professional development. You'll earn, learn modern systems, and convert real usage into stronger interview stories. When events and year-end appeals stack up, that readiness is gold for organizations—and a career accelerator for you.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Pierre Hoffman n'est pas un bâtonnier comme les autres. Cet avocat parisien de 48 ans, spécialiste de la propriété intellectuelle, s'est imposé comme l'un des artisans de la transformation numérique du monde du droit. Après un début de carrière classique dans de grands cabinets, il bifurque un temps vers le pénal aux côtés du célèbre Jean-Louis Pelletier, avant de revenir à ses premières amours : la défense de la création et de l'innovation.Élu bâtonnier de Paris en 2022, il découvre une profession fracturée entre les géants anglo-saxons bardés d'outils d'IA et la multitude d'indépendants souvent démunis face à la révolution numérique. Son objectif : réduire la fracture technologique entre les 34 000 avocats du barreau de Paris. En un an, il réussit à offrir à 14 000 avocats solos ou en duo un accès gratuit à une IA juridique pendant 15 mois, via un partenariat inédit avec Dalloz. Résultat : 7 000 avocats l'utilisent désormais au quotidien.Militant d'une IA souveraine et responsable, Pierre Hoffman a ensuite enchainé les accords avec LexisNexis, Jarvis Legal ou Doctrine pour garantir un “accès à l'IA pour tous”. Avec son franc-parler et sa curiosité technophile, il incarne une nouvelle génération de juristes convaincus que la modernité n'est pas l'ennemie du droit, mais sa prochaine frontière. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this special episode of The Corporate Counsel Show, produced in partnership with LexisNexis, we explore the opportunities in front of law departments to expand the breadth of what they can achieve, including by taking small, accessible steps to improve familiarity with new technologies. Host Jerome Doraisamy speaks with LexisNexis APAC head of legal Ali Dibbenhall about the work she does and what she enjoys about it, her observations about the success or otherwise that law departments are experiencing in onboarding and effectively utilising new technologies, the universality of being “resource constrained”, and where we're at with AI governance in-house. Dibbenhall also delves into having safe places to experiment, using platforms as a sounding board or devil's advocate, taking small steps to find efficiencies and streamline departmental operations, changing one's habits, and the benefits of AI in in-house legal practice. To learn more about Protégé now in Lexis+ AI® click here. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, X and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au

Send us a textKen Crutchfield works with Wolters Kluwer, where he focuses on legal research products that help professionals find and understand laws and regulations. He has spent more than four decades in and around the legal, tax, and accounting industries. Over the years, he has held senior roles at Bloomberg Tax Technology, Thomson Reuters, and LexisNexis. He began his career listening to lawyer support calls in the early days of legal research services and went on to bridge the gap between technical teams and the business side of legal and tax solutions. In this conversation, Ken shares how technology has transformed the legal profession, from early word processing machines to today's AI tools. He also talks about the challenges of access to justice, the importance of balancing legal risk with practical advice, and how lawyers can adapt to new ways of working. Tune in to hear how decades of experience in legal technology shape Ken's views on the future of law, and learn why he believes AI will bring new opportunities for lawyers to deliver better and more efficient service to their clients.Wolters Kluwerhttps://www.wolterskluwer.com Ken Crutchfield https://www.kencrutchfield.com/ Louis Goodman www.louisgoodman.comhttps://www.lovethylawyer.com/510.582.9090Music: Joel Katz, Seaside Recording, MauiTech: Bryan Matheson, Skyline Studios, OaklandAudiograms: Paul Robert louis@lovethylawyer.com

Daniel Lewis joins us this week to trace a path from Ravel Law to LexisNexis to LegalOn, with a throughline of data-driven thinking and practical outcomes for lawyers. Stanford roots shaped early work on judicial analytics, then a front-row view inside a global publisher broadened focus to content, guidance, and the daily reality of in-house teams. That experience pointed straight at contract review as a top pain for corporate counsel, which led to LegalOn's product mission and global push.Data access still shapes progress. Case law digitization advanced through projects like Harvard's archive, yet comprehensive coverage, secondary sources, and news remain guarded by incumbents. Daniel explains why large datasets give scale, why startups face steep hurdles, and why thoughtful product scope matters. The lesson, build where data, workflow, and user value intersect.LegalOn's hybrid approach blends large models with attorney-built playbooks, practice notes, and suggested clause language. Consistency matters more than clever one-offs, so reviews align to standards, not model whimsy. Daniel shares a memorable demo from a rival where a phantom “California Code section 17” alert appeared, a cautionary tale that underscores the need for guardrails, verification, and explainability.Conversation turns to multi-step agents and matter management. Picture an intake email from sales, missing key fields. An agent requests what is needed, opens a matter, applies a tailored playbook, highlights non-negotiables and fallbacks, then keeps stakeholders informed as work progresses. LegalOn also converts existing playbooks and prior redlines into AI-ready guidance, reducing setup chores while preserving organizational risk preferences.Finally, Daniel outlines new muscles for legal teams. Daily AI usage shifts time from line-by-line edits to judgment, negotiation strategy, and process leadership. Tech fluency, business orientation, and change leadership rise in importance, along with a steady diet of outside-legal analysis from voices like Ben Thompson and Benedict Evans. The message, free lawyers from sludge, raise the ceiling on strategic work, and build for long-term improvement across the legal function.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript:

Kim Sutherland has 14 different email addresses. She doesn't suggest you do the same, but she does think a lot about fraud in her job as the Global Head of Fraud & Identity at LexisNexis Risk Solutions. As a follow-up to the last episode, Caleb and Kim discuss the various dimensions and the growing prevalence of reward point / loyalty fraud. SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and CPE Opportunity (00:26) - Meet Kimberly Sutherland from LexisNexis (01:43) - Listener Reviews and Feedback (04:07) - Conversation with Kimberly Sutherland Begins (06:06) - Understanding Loyalty Points and Fraud (22:13) - Synthetic Identity Fraud (29:57) - Insider Threats in Loyalty Programs (32:26) - Imagining Fraud to Prevent It (34:39) - Detection and Prevention Strategies (36:20) - Understanding Digital Risk (42:45) - Fraud Databases and Shared Intelligence (45:24) - Responding to Fraud Incidents (53:57) - The Role of Government in Fraud Prevention (59:49) - Future of Fraud and Prevention Technologies (01:02:01) - Ongoing Challenges in Identity Verification (01:03:39) - Conclusion and Credits HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appLearn More About LexisNexishttps://risk.lexisnexis.com/ CONNECT WITH KIMLinkedIn: https://www.linkedin.com/in/ksutherland365 CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.com

Hilary Gerzhoy is a partner at HWG LLP, where she represents lawyers, law firms, legal tech companies, and in-house counsel navigating the full range of legal ethics matters. She serves as outside general counsel to law firms nationwide, advising on risk management, conflicts and disqualification, and firm formations and dissolutions. Hilary is the Chair of the D.C. Bar Rules of Professional Conduct Review Committee, a member of the ABA's Ethics and Professional Responsibility Committee, and was appointed by the judges of the D.C. Circuit to serve on the D.C. Circuit's Advisory Committee on Admissions and Grievances. She also teaches legal ethics as an adjunct professor at Georgetown University Law Center. Hilary has published more than forty articles on developments in legal ethics and her work has been featured in the Chicago Tribune, Bloomberg Law, The National Law Journal, Law.com, Law360, the Washington Lawyer, and LexisNexis. WHAT'S COVERED IN THIS EPISODE ABOUT ETHICS TROUBLE FOR LAWYERS Most lawyers work hard to serve their clients well, and part of that commitment means staying alert to ethical challenges. Questions around conflicts, supervision, or new technology don't have to turn into problems – if you know how to spot and address them early. As a lawyer who advises firms across the country on professional responsibility, Hilary Gerzhoy helps attorneys do exactly that. She guides clients through bar complaints and malpractice claims, but more importantly, she shows them how to avoid those situations in the first place. In this episode of The Lawyer's Edge Podcast, Elise Holtzman talks with Hilary about the most common ethics missteps, how disciplinary actions differ from malpractice suits, and the practical steps you can take to safeguard your reputation. 1:25 — Hilary's background and role in legal ethics 2:19 — The two types of risk lawyers face: disciplinary vs malpractice 2:46 — How bar complaints get filed and investigated 4:28 — Range of sanctions, from private admonishments to disbarment 5:50 — Key differences between malpractice suits and bar complaints 8:20 — Why “the cover-up is worse than the crime” 9:28 — Why malpractice suits often turn into bar complaints 12:40 — Common triggers for bar complaints (including money issues) 18:05 — When conflicts of interest create ethics problems 25:12 — How firms can reduce risk with better supervision and systems 30:44 — The role of technology, including AI, in malpractice and ethics risk 36:17 — Steps lawyers can take to mitigate mistakes in real time 44:44 — Why hiding errors can have career-ending consequences 45:20 — Building a firm culture where people can admit mistakes Mentioned In Good Lawyers, Bad Outcomes: How Lawyers Can Avoid Ethics Trouble HWG LLP Hilary Gerzhoy on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

This week, we talk with Gabe Pereyra, President and co-founder at Harvey, about his path from DeepMind and Google Brain to launching Harvey with Winston Weinberg; how a roommate's real-world legal workflows met early GPT-4 access and OpenAI backing; why legal emerged as the right domain for large models; and how personal ties to the profession plus a desire to tackle big societal problems shaped a mission to apply advanced AI where language and law intersect.Gabe's core thesis lands hard, “the models are the product.” Rather than narrow tools for single tasks, Harvey opted for a broad assistant approach. Lawyers live in text and email, so dialog becomes the control surface, an “AI associate” supporting partners and teams. Early demos showed useful output across many tasks, which reinforced a generalist design, then productized connections into Outlook and Word, plus a no-code Workflow Builder.Go-to-market strategy flipped the usual script. Instead of starting small, Harvey partnered early with Allen & Overy and leaders like David Wakeling. Large firms supplied layered review, which reduced risk from model errors and increased learning velocity. From there the build list grew, security and data privacy, dedicated capacity, links to firm systems, case law, DMS, data rooms, and eDiscovery. A matter workspace sits at the center. Adoption rises with surface area, with daily activity approaching seventy percent where four or more product surfaces see regular use. ROI work now includes analysis of write-offs and specialized workflows co-built with firms and clients, for example Orrick, A&O, and PwC.Talent, training, and experience value come next. Firms worry about job paths, and Gabe does not duck that concern. Models handle complex work, which raises anxiety, yet also shortens learning curves. Harvey collaborates on curricula using past deals, plus partnerships with law schools. Return on experience shows up in recruiting, PwC reports stronger appeal among early-career talent, and quality-of-life gains matter. On litigation use cases, chronology builders require firm expertise and guardrails, with evaluation methods that mirror how senior associates review junior output. Frequent use builds a mental model for where errors tend to appear.Partnerships round out the strategy. Research content from LexisNexis and Wolters Kluwer, work product in iManage and NetDocuments, CLM workflows via Ironclad, with plans for data rooms, eDiscovery, and billing. Vision extends to a complete matter management service, emails, documents, prior work, evaluation, billing links, and strict ethical walls, all organized by client-matter. Global requirements drive multi-region storage and controls, including Australia's residency rules. The forward look centers on differentiation through customization, firms encode expertise into models, workflows, and agents, then deliver outcomes faster and at software margins. “The value sits in your people,” Gabe says, and firms that convert know-how into systems will lead the pack.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

Daniel Lewis has witnessed legal technology's evolution from multiple vantage points that few others can claim. As a Stanford law student in 2012, he and classmate Nik Reed co-founded the legal research startup Ravel Law with the audacious goal of taking on LexisNexis and Westlaw using machine learning and data analytics – at a time when such challengers were few and far between. Not only was Ravel Law pioneering in its own right, but it also spearheaded and funded the Caselaw Access Project, an ambitious partnership with Harvard Law School's Library Innovation Lab to digitize and provide free and open access to every official court decision ever published in the United States.  After Ravel's acquisition by LexisNexis in 2017, Lewis spent the next five years leading product teams within the legal research giant, including as vice president and general manager of its Practical Guidance and analytics products. This dual perspective – startup founder turned corporate executive – helped shape his understanding of what works and what doesn't when building technology for lawyers.  Today, as CEO and global chief executive of LegalOn Technologies, Lewis leads a 600-person company that is tackling contract review with a fundamentally different approach. Rather than relying solely on tech-enabled services or raw AI that can hallucinate legal advice, LegalOn combines large language models with attorney-developed playbooks to help in-house legal teams achieve up to 85% time savings on contract review. The company just raised $50 million, for a total raise of $200 million across multiple funding rounds – which Lewis says makes it the most well-funded AI company focused on in-house contract review  – and announced a strategic partnership with OpenAI to develop AI agents for legal workflows.  In this wide-ranging conversation, Lewis shares hard-won insights about the realities of legal tech entrepreneurship, from the "deranged" confidence required to challenge industry giants as a law student to the leadership lessons learned managing teams through multiple business transformations. He discusses why the current moment represents the most significant opportunity for legal tech innovation in decades, how AI agents will reshape routine legal work, and what he's learned about building technology that lawyers don't just try once but actually integrate into their daily practices.  Related episodes: From Ravel Cofounder to Knowable CEO, Nik Reed Has Learned that Building Quality AI for Legal Takes A Lot of Hard Work.  On LawNext: The Inside Story of the Caselaw Access Project, with Three of the People Who Made It Happen.   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). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Keith "Pistol" Hawk was VP of Sales at LexisNexis where he led a salesforce of over 1,000 people. He co-authored "Get-Real Selling: Your Personal Coach for REAL Sales Excellence" and he's given many keynote speeches at corporate events about leadership.  In this episode we discuss: -How his upbringing helped him become self-reliant at an early age -The power of presence when raising children -The keys to a long, happy marriage  -Pitfalls of leadership -Having hard conversations at work, and more -- email questions to omaid@omaid.me

In this week's episode of The Geek in Review, Greg Lambert flies solo while co-host Marlene Gebauer enjoys some well-deserved relaxation. Greg welcomes Trevor Quick, Strategic Business Development lead at Harvey.ai, to discuss one of the most talked-about companies in legal tech today. With a staggering $300 million Series E funding round and a $5 billion valuation, Harvey is rewriting the narrative of what legal AI can be, as well as who it is for. Trevor, a longtime listener turned guest, brings an insider's view of the company's evolution and its ambitions for reshaping the legal services ecosystem.Trevor provides behind-the-scenes insight into how Harvey has become such a magnet for both capital and attention. He attributes the rapid growth to the company's structure—where legal expertise and AI engineering are in constant collaboration. From founder Winston Weinberg's legal acumen to co-founder Gabe Pereyra's technical leadership, Harvey's DNA has always been rooted in practical use cases for lawyers. The company's commitment to building with, not just for, the legal community has led to the development of a GTM team composed of practicing attorneys who work directly with law firms and corporate legal departments to customize AI solutions that align with real workflows.One of the most talked-about moves is Harvey's deepening partnership with LexisNexis. Trevor explains how integrating Lexis's data directly into Harvey's platform removes the friction lawyers face when juggling multiple research tools. With access to Shepard's citations and native case law lookup, attorneys can now verify and trust the results Harvey generates—turning it from a generative assistant into a full-fledged research companion. This update not only boosts confidence but also meets the rigorous standards legal professionals demand, especially those skeptical of AI's early stumbles.The conversation also touches on Harvey's new functionalities like the Workflow Builder, Vault document review enhancements, and Deep Research Mode. Trevor likens these innovations to “agentic” workflows that let users build custom solutions with low or no code. Whether it's KM teams building tailored research processes, or attorneys streamlining diligence reviews, Harvey is giving legal professionals the ability to shape how AI works with them, not around them. Trevor emphasizes that Harvey's success comes from its honesty, adaptability, and the trust it has earned by meeting lawyers where they are—not forcing them to change how they work overnight.In closing, Greg asks Trevor to gaze into the crystal ball, and while Trevor jokingly admits that predicting the future in AI is a fool's errand, he offers a vision rooted in intuition, collaboration, and democratized access to justice. From expanding into tax, compliance, and marketing workflows, to becoming a central hub for legal and adjacent industries, Harvey is on a path to not only augment what lawyers do, but to enhance how they feel about the work itself. With world-class partnerships and a relentless pace of innovation, Trevor makes a compelling case that Harvey isn't just a tool—it might just be the toolbelt.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

When legal research giant LexisNexis and legal AI giant Harvey announced a strategic alliance last month, legal tech commentator Richard Tromans called it “possibly the most important legal tech move in a decade.” On today's episode of LawNext, we go deep into the partnership and its implications with Sean Fitzpatrick, CEO of LexisNexis North America, UK & Ireland.  Through the partnership, LexisNexis will integrate its primary law content, Shepard's citations, and AI technology directly into Harvey's platform, and the two companies will jointly develop agentic AI workflows. The partnership comes on the heels of Harvey's remarkable Series E funding round, raising $300 million at a $5 billion valuation, in which RELX, LexisNexis's parent company, was a participating investor.  So what drove this alliance? In his interview with host Bob Ambrogi, Fitzpatrick reveals it wasn't a boardroom strategy session that sparked this partnership, but rather customer demand from large law firms seeking the combined power of LexisNexis's authoritative legal content and Harvey's AI capabilities. Fitzpatrick talks about what this means for the future of legal AI, how it addresses the persistent challenge of hallucinations in AI-generated legal content, and whether we're witnessing the emergence of a new model for legal tech partnerships. He also shares insights from recent ROI studies showing dramatic productivity gains for both law firms and corporate legal departments using AI tools.    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 Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?,    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

In this inaugural “Legal Tuesday” edition of The Rainmaking Podcast, Scott Love introduces a new series focused specifically on legal professionals, offering expert insight for lawyers navigating complex transitions. Scott speaks with Hilary Gerzhoy, a seasoned ethics lawyer and thought leader on professional responsibility, who shares valuable guidance on avoiding ethical pitfalls during lateral partner moves. She outlines real-world examples of landmines, such as premature client contact, improper solicitation of team members, and breach of fiduciary duty—each of which can derail a move or trigger legal retaliation. The conversation covers essential considerations for departing lawyers, including how to handle sensitive communications, what firms can legally withhold, and how to protect client relationships ethically. The episode is especially timely for law firm partners considering a move, and serves as a cautionary guide to avoid becoming tomorrow's legal headline. This Tuesday edition of the podcast delivers focused legal guidance, while Thursday episodes will continue serving broader professional services audiences. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/LAtWIzixoeY ----------------------------------------

This week, Chris and Hector tackle a massive breach at Coinbase, insider threats in India, and a shady delay in reporting. They also explore how state actors are silently hijacking home routers, and why LexisNexis is the latest data broker to drop the ball. Join our new Patreon! ⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/hackerandthefed⁠⁠⁠⁠⁠⁠ Send HATF your questions at ⁠⁠⁠⁠⁠⁠questions@hackerandthefed.com

A VPN provider has tried to size up the safety of AI Chatbots based on App Store Privacy Labels. Is that enough? We'll talk it over. Then - a data breach at LexisNexis as well as over 184 million login credentials just… sitting someplace - are great reasons to revisit some security basics. That's all ahead on this edition of The Checklist, brought to you by SecureMac. Check out our show notes: SecureMac.com/Checklist And get in touch with us: Checklist@Securemac.com

Discover how legal research giants like LexisNexis and Westlaw are being disrupted by low cost AI tools like ChatGPT. Smart solo lawyers are ignoring overpriced AI tools favored by BigLaw in favor of cheaper, more innovative options. Listen to find out which AI-powered legal research options that deliver speed, savings, and simplicity without bloated price tags. Resources from this Episode Carolyn Elefant's LinkedIn Post  ChatGPT  Google NotebookLM  Midpage  Westlaw  LexisNexis CoCounsel (Thomson Reuters / Casetext AI assistant) Fastcase Vincent AI (Fastcase's AI research tool) Clearbrief Microsoft 365 Copilot Other Resources The 80/20 Principle (my techlaw newsletter) The 5 Pillars of a Tech-Powered Law Practice The Inner Circle (my online community for lawyers)   Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.