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Bonus Episode presented by CBA National and CBA Futures: After the pandemic: The future of justice, Ep 2:Yves Faguy speaks with Laura van Wyngaarden of Diligen and Peter Aprile of Counter Tax Lawyers to discuss how COVID-19 could change the way we work in the legal sector.In this second episode, the guests talk about how the legal market may or may not change after the pandemic, what the motivation should be for firms to adopt technology and how remote work is likely to change future career paths. Laura Van Wyngaarden is the Co-Founder and COO of Diligen, a leading legal tech company based in Toronto, which provides machine-learning contract review for lawyers. Peter Aprile is a tax dispute and litigation lawyer and the founder of Counter Tax Lawyers in Toronto which has built proprietary software to help its lawyers determine the best course of action to resolve tax challenges.. To contact us (please include in the subject line ''Podcast''): national@cba.orgPlease subscribe, rate and review our podcast if you are enjoying it on Apple Podcast
Peter Aprile and Laura Zubot both practice tax law at Counter Tax Lawyers. Peter was also named the OBA’s Innovator in Residence for 2018-19. Get more examples of what lawyers, law firms and other professions are doing to advance gender equality and obtain 5 h 45 m of EDI hours by watching the full and recorded program from the OBA’s Momentum Summit. Document your CPD Hours --> HERE Have feedback? Email us at pod@oba.org with your thoughts and comments. CREDITS Paula Todd, Interviewer and Professor, School of Media, Seneca College Peter Aprile, Counter Tax Lawyers Laura Zubot, Counter Tax Lawyers Lynne Vicars, Host and OBA Immediate Past President Roy Bornmann, Policy and Programming Lawyer Rachel Winer, Producer Andrea Miller, Audio Technician
Alma Asay didn't plan to become a legal entrepreneur. But when she looked for a tool that would help her manage information in her litigation practice, she didn't find it. Instead, she found herself building a piece of software called Allegory that does just that. Peter Aprile and Natalie Worsfold talk to Alma about what she learned when she quit her job to start a company – and what she would want others to know before they make the same choice. Alma talks about the importance of empathy to a legal practice and why your files should always be organized well before trial appears on the horizon. CPD Lawyers that have completed the S03E07 BNL CPD can claim a 50 minute Professionalism CPD credit. To access the S03E07 verification examination click this link.
Aly Haji is researching what it means to be a millennial at a law firm – why they’re leaving en masse, why they find their jobs soul-crushing, and why all of this is a real problem for law firms. Peter Aprile and Natalie Worsfold talk to him about the stories his research is uncovering and get him to explain the unnerving results so that law firm leaders can figure out some concrete next steps to stall the exodus. Also joining BNL for the first time is Brittany Rossler, summer associate at Counter Tax Lawyers. We dragged her in front of the mic to give her opinion as a real-life millennial working at a real-life law firm – and, spoiler alert, she gets a bit riled up. CPD Lawyers that have completed the S03E05 BNL CPD can claim a 50 minute Professionalism CPD credit. To access the S03E05 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Ron Friedmann, founder and principal of Prism Legal Consulting and consultant at Fireman & Company. They talk the nitty gritty details of NewLaw: building knowledge management systems, handling budgets, and managing change. Peter and Natalie dig into Ron's Do Less Law philosophy, and he tells us about why lawyers have to change the way they work. CPD Lawyers that have completed the S03E03 BNL CPD cam claim a 40 minute Professionalism CPD credit. To access the S03E03 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Mark Cohen, co-founder of Clearspire. The group discusses the Clearspire story, why its bleeding-edge technology and legal expertise weren’t a commercial success, and the lessons NewLaw needs to learn. Lawyers that have completed the S03E02 BNL CPD cam claim a 60 minute Professionalism CPD credit. To access the S03E02 verification examination click this link.
Peter Aprile and Quinn Ross discuss the Ontario Bar Association’s inaugural “Innovator-in-Residence” Program and the reasons that Peter chose to analyze traditional law firm structures and leadership, and his belief that the paradigm that underlies traditional law firms is the root cause of the legal industry's disempowerment, diversity, and innovation issues. Peter discusses his early research into new distributed power models - and Counter's experience shifting to a new model - designed to make law firms more innovative, productive, fulfilling, and meaningful. CPD Lawyers that have completed the S04E01 BNL CPD cam claim a 35 minute Professionalism CPD credit. To access the S04E01 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Tania Sulan and Naomi Loewith of Bentham IMF. The group discusses Bentham IMF's recent arrival in Canada, the stimga of litigation funding, and the opportunities it opens for lawyers and clients, alike. CPD Lawyers that have completed the S03E01 BNL CPD cam claim a 40 minute Professionalism CPD credit. To access the S03E01 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Lena Koke, co-founder of Axess Law, Canada. The group discusses the innovative approach that Axess uses to deliver legal services. The law firm works in retail spaces across Ontario, with 12 locations in the greater Toronto area, ten of which are in Walmart stores. In 2016, Axess served 40,000 clients across the province and saw a significant increase in revenue. In this interview, Lena tells BNL how she and her partner, Mark Morris, came up with the idea. CPD Lawyers that have completed the S02E11 BNL CPD cam claim a 45 minute Professionalism CPD credit. To access the S02E11 verification examination click this link.
Jamie Gardiner believes that most lawyers' complex litigation analysis is weak so he set out to find a better way. Jamie believes that litigation tools can help lawyers and clients better understand litigation value and risk so that clients can optimize their litigation decisions. Peter Aprile and Natalie Worsfold talk to Jamie about the current structure, methodology, and thinking that underlie most litigation analysis and client reporting. The group discusses how lawyers can leverage technology and process (including risk and decision analysis and sensitivity analysis) to think deeper and deliver a more sophisticated analysis to predict outcomes better, and puts clients in the best position. CPD Lawyers that have completed the S03E09 BNL CPD cam claim a 35 minute Professionalism CPD credit. To access the S03E09 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Mitch Kowalski, author, advisor and innovator in the global legal services industry. The group discusses Mitch’s newest book, The Great Legal Reformation: Notes from the Field. Natalie, Peter, and Mitch talk candidly about law firm financing, outside expertise, Alternative Business Structures, regulatory requirements, technology, and legal education in Canada. CPD Lawyers that have completed the S02E10 BNL CPD cam claim a 30 minute Professionalism CPD credit. To access the S02E10 verification examination click this link.
John Chisholm did not think that he would end up researching, writing, and consulting about law firm pricing. However, John learned how the billable hour model is limiting law firm profitability, and he became a passionate value pricing advocate. Peter Aprile and Natalie Worsfold talk to John about why he believes that law firms should stop hourly billing and start value pricing. The group discusses why and how the hourly billing model is hurting you, your law firm, and your clients. Also, Peter, Natalie and John discuss how the current model is creating an environment that hurts associate development and retention. Oh, and Counter decides to stop offering hourly billing on all new files, and to stop tracking time on January 1, 2019. CPD Lawyers that have completed the S03E08 BNL CPD cam claim a 35 minute Professionalism CPD credit. To access the S03E08 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Jack Newton, co-founder of Clio. If you’re not familiar with Clio, then you might have been living under a rock. Clio is the most widely used cloud-based legal practice management system in the world. The group discusses the company’s mission to transform the delivery of legal services (for good), the 2016 Legal Trends Report, and what to look forward to at this year’s Clio Cloud Conference. CPD Lawyers that have completed the S02E09 BNL CPD cam claim a 45 minute Professionalism CPD credit. To access the S02E09 verification examination click this link.
Alma Asay didn't plan to become a legal entrepreneur. But when she looked for a tool that would help her manage information in her litigation practice, she didn't find it. Instead, she found herself building a piece of software called Allegory that does just that. Peter Aprile and Natalie Worsfold talk to Alma about what she learned when she quit her job to start a company – and what she would want others to know before they make the same choice. Alma talks about the importance of empathy to a legal practice and why your files should always be organized well before trial appears on the horizon. CPD Lawyers that have completed the S03E07 BNL CPD cam claim a 50 minute Professionalism CPD credit. To access the S03E07 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Casey Flaherty, a former outside and inside counsel known for creating the Service Delivery Review, a tool that facilitates communication between law firms and clients. The interview focuses on Casey’s new book “Unless You Ask,” which helps law firms use conversations to improve their working relationships with clients. In the interview, Casey points out that building client-centric law firms is laudable but doesn’t always offer an immediate return on investment. CPD Lawyers that have completed the S02E08 BNL CPD cam claim a 35 minute Professionalism CPD credit. To access the S02E08 verification examination click this link.
John Grant has a lot of experience bringing change to law firms – or trying to. As you might expect, John has seen both success and failure in those attempts, and he brings all of those stories to his discussion with Peter Aprile and Natalie Worsfold. He's seen the marketing brochures trumpeting project management tech that only five people are actually using. He's seen the lack of strong executive leadership. He's also seen individual lawyers push a new idea through a whole office, purely on the strength of conviction. In short, he has been exactly where many of our listeners are, and he has wisdom to spare. CPD Lawyers that have completed the S03E06 BNL CPD cam claim a 60 minute Professionalism CPD credit. To access the S03E06 verification examination click this link.
Peter Aprile and Nathalie Worsfold interview Jordan Furlong. Jordan is a leading global legal market analyst and the interview focuses on Jordan’s new book Law Is A Buyer’s Market: Building A Client-First Law Firm. In the interview, Jordan shares how clients are influencing the changes that law firms must make to prosper. CPD Lawyers that have completed the S02E07 BNL CPD can claim a 35 minute Professionalism CPD credit. To access the S02E07 verification examination click this link.
Aly Haji is researching what it means to be a millennial at a law firm – why they’re leaving en masse, why they find their jobs soul-crushing, and why all of this is a real problem for law firms. Peter Aprile and Natalie Worsfold talk to him about the stories his research is uncovering and get him to explain the unnerving results so that law firm leaders can figure out some concrete next steps to stall the exodus. Also joining BNL for the first time is Brittany Rossler, summer associate at Counter Tax Lawyers. We dragged her in front of the mic to give her opinion as a real-life millennial working at a real-life law firm – and, spoiler alert, she gets a bit riled up. CPD Lawyers that have completed the S03E05 BNL CPD can claim a 50 minute Professionalism CPD credit. To access the S03E05 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Jordan Furlong, leading Canadian analyst of the global legal market. Peter, Natalie, and Jordan discuss Jordan’s first book, Law is a Buyer’s Market: Building a Client-First Law Firm. They dive deep into the business of law, law firm (mis)management, lawyer substitutes, and how law firms need to change to meet and manage the demands of the shifting legal marketplace. CPD Lawyers that have completed the S02E06 BNL CPD can claim a 25 minute Professionalism CPD credit. To access the S02E06 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Dan Katz, associate professor at Chicago-Kent College of Law, director of the Law Lab, and an affiliated member of CodeX at Stanford. The group delves deep into Dan’s passion Fin (Legal) Tech (i.e., the financialization of law). Fin (Legal) Tech takes a data-driven, rigorous, and quantifiable approach to risk assessment and predictive analysis. And why, should lawyers care? Well, it’s simple: if lawyers can better predict outcomes, they can put skin in the game, and reap significant financial rewards. CPD Lawyers that have completed the S02E05 BNL CPD can claim a 55-minuteProfessionalism CPD credit. To access the S02E05 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Ron Friedmann, founder and principal of Prism Legal Consulting and consultant at Fireman & Company. They talk the nitty gritty details of NewLaw: building knowledge management systems, handling budgets, and managing change. Peter and Natalie dig into Ron's Do Less Law philosophy, and he tells us about why lawyers have to change the way they work. CPD Lawyers that have completed the S03E03 BNL CPD cam claim a 40 minute Professionalism CPD credit. To access the S03E03 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Joe Milstone and Bryan Friedman of Axiom Law, Canada. Joe, co-founder of early NewLaw entrant Cognition LLP (now, Caravel Law), starts the episode off. The group discusses Cognition’s novel approach to the delivery of legal services, business development, scaling up, and the eventual sale to Axiom Global Inc. Then, Bryan, director and general manager of Axiom’s Canadian outpost, joins the conversation. The group discusses Axiom’s operational structure, gettingrid of the partnership model, the regulatory environment, and what the future of legal services in Canada looks like for traditional law firms, big and small. CPD Lawyers that have completed the S02E04 BNL CPD can claim a 55 minute Professionalism CPD credit. To access the S02E04 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Ken Grady, Lean Law Evangelist at Seyfarth Shaw LLP and professor at the Michigan State University College of Law. Data has become the fundamental unit for doing business, and, according to Ken, it is starting the become the fundamental unit for doing law. As a Lean Law thinker, Ken believes that data management is integral for successful law firms. He argues that law firms need to start collecting data now to be competitive in the future. Peter, Natalie, and Ken dig deep in what data management is, why it is important, and what tools are available to start collecting data. Ken explains the opportunities available to law firms once the data has been collected and cleaned, from providing data-driven answers to client questions to drafting better submissions, faster and more accurately. CPD Lawyers that have completed the S02E03 BNL CPD can claim a 45 minute Professionalism CPD credit. To access the S02E03 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Mark Cohen, co-founder of Clearspire. The group discusses the Clearspire story, why its bleeding-edge technology and legal expertise weren’t a commercial success, and the lessons NewLaw needs to learn. Lawyers that have completed the S03E02 BNL CPD cam claim a 60 minute Professionalism CPD credit. To access the S03E02 verification examination click this link.
Counter Tax Lawyers and LexisNexis have joined forces to bring you a new tax podcast that is designed to keep accountants and lawyers up to date on the changes that will impact their clients and their practices. In S01E01, Peter Aprile and Yoni Moussadji discuss the Canada Revenue Agency’s revised Voluntary Disclosures Program which will take effect on March 1, 2018. In particular, the parties discuss how the CRA’s changes will narrow the eligibility criteria and increase penalties, and lead to more VDP disputes. Also, the Peter and Yoni speak with Mac Killoran to get a CPA’s perspective on the revised VDP and how the changes might expose CPAs to increased scrutiny, CRA demands for information, and third-party penalties. If you are a CPA, you can complete our 5-minute online quiz so that you can use your CTI podcast listening to earn verifiable CPD. We’ll even email you a fancy CPD certificate for your records.
Counter Tax Lawyers and LexisNexis have joined forces to bring you a new tax podcast that is designed to keep accountants and lawyers up to date on the changes that will impact their clients and their practices. In S01E02, Peter Aprile and Yoni Moussadji discuss the Canada Revenue Agency’s revised Voluntary Disclosures Program which will take effect on March 1, 2018. In particular, the parties discuss how the CRA’s changes will narrow the eligibility criteria and increase penalties, and lead to more VDP disputes. Also, the Peter and Yoni speak with Mac Killoran to get a CPA’s perspective on the revised VDP and how the changes might expose CPAs to increased scrutiny, CRA demands for information, and third-party penalties. If you are a CPA, you can complete our 5-minute online quiz so that you can use your
Peter Aprile and Natalie Worsfold interview Derek Hopfner, co-founder of Law Scout. Derek, along with his friends, Shane Murphy and Travis Houlette, started Law Scout after a (less than inspiring) BigLaw experience. Law Scout has developed an online workroom where small businesses can easily hire pre-vetted lawyers and obtain high-quality legal work for a fixed-fee. It seeks to remove the friction and cost uncertainty inherent in traditional law firm engagements. Peter, Natalie and Derek discuss Law Scout, its platform, attracting clients, lawyers, and the challenges of building a legal technology company. The parties also have a heartfelt conversation about finding personal and professional fulfillment in building new stuff. As the kids say, “ish gets real”. CPD Lawyers that have completed the S02E02 BNL CPD can claim a 50 minute Professionalism CPD credit. To access the S02E02 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Tania Sulan and Naomi Loewith of Bentham IMF. The group discusses Bentham IMF's recent arrival in Canada, the stimga of litigation funding, and the opportunities it opens for lawyers and clients, alike. CPD Lawyers that have completed the S03E01 BNL CPD cam claim a 40 minute Professionalism CPD credit. To access the S03E01 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Fred Headon. Fred is the past President of the Canadian Bar Association and the Chair of the CBA’s Legal Futures Initiative (“Legal Futures”). Legal Futures focuses on examining the nature, extent and consequences of the changing legal landscape and the future of legal services in Canada. The group discuss Legal Futures’ role, research, and recommendations. Fred also provides a unique perspective, as in-house counsel at Air Canada, on the role of the client in driving change in the legal industry. CPD Lawyers that have completed the S02E01 BNL CPD can claim a 30 minute Professionalism CPD credit. To access the S02E01 verification examination click this link.
In this episode, we're joined by Peter Aprile and Natalie Worsfold to talk about the way they think differently about building Counter Tax. Learn how they use a long view, process, and firm culture to make big bets on the future. Peter Aprile is a tax controversy and litigation lawyer and the founder of Counter Tax Lawyers, a Toronto-based firm that develops innovative strategies for resolving tax disputes. Peter is also the co-host of the podcast Building NewLaw, along with fellow (cult member) Counter lawyer Natalie Worsfold. A somewhat unconventional lawyer, Natalie spends her days turning the firm into the well-oiled machine of the future, usually by optimizing and building technology that eliminates inefficiency. She's the co-architect behind many of Counter's process workflows and their comprehensive knowledge-base, lovingly named Hank.
Peter Aprile and Natalie Worsfold interview Peter Carayiannis. In 2012, Peter founded Conduit Law, a B2B firm offering on demand in-house counsel to business across Canada. In March 2016, Conduit merged with accounting giant, Deloitte LLP, to form a new legal business in Canada called Deloitte Conduit Law LLP. Peter, Natalie and Peter C. discuss Conduit’s “legal innovation”, client-centrism, the Deloitte affiliation process, and how NewLaw law firms need to show clients how much they care. CPD Lawyers that have completed the S01E11 BNL CPD can claim a 55 minute Professionalism CPD credit. To access the S01E11 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Seth Godin. Yes, Seth Godin!!!! S-E-T-H-G-O-D-I-N!!!!!!! We believe that outside voices are key to the legal industry evolution. And, as long time fans (...well...Stans to be more accurate), we believe Seth’s insight adds considerable value to the conversation. Seth talks to us about the “lawyer narrative”, real v. perceived fear, making art, and the future of legal industry in the connection economy. CPD Lawyers that have completed the S01E10 BNL CPD can claim a 60 minute Professionalism CPD credit. To access the S01E10 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Adam La France. Adam is Knomos’ co-founder and CEO. With support and funding from the Canada Media Fund, MaRS LegalX, and Microsoft Ventures, Knomos is quickly positioning itself as the next generation of legal research and knowledge management. The group discuss Knomos’ principled and pragmatic approach to its upcoming public offering, the competitive market and what sets them apart, and conclude with what advice Adam has for current and future lawyers navigating their way through the rapidly shifting legal landscape. CPD Lawyers that have completed the S01E09 BNL CPD can claim a 25 minute Professionalism CPD credit. To access the S01E09 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Lena Koke, co-founder of Axess Law, Canada. The group discusses the innovative approach that Axess uses to deliver legal services. The law firm works in retail spaces across Ontario, with 12 locations in the greater Toronto area, ten of which are in Walmart stores. In 2016, Axess served 40,000 clients across the province and saw a significant increase in revenue. In this interview, Lena tells BNL how she and her partner, Mark Morris, came up with the idea. CPD Lawyers that have completed the S02E11 BNL CPD cam claim a 45 minutes Professionalism CPD credit. To access the S02E11 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Rohit Parekh. Rohit is Grapple Law’s co-founder. He is also counsel at Deloitte Conduit Law LLP. Grapple Law is an online CPD platform designed to optimize the user’s experience and learning. The group delves into Rohit’s experience working at Conduit Law (now Deloitte Conduit Law LLP) and the ways in which a NewLaw environment provided Rohit with the inspiration and freedom to create a better way for lawyers to learn. CPD Lawyers that have completed the S01E08 BNL CPD can claim a 25 minute Professionalism CPD credit. To access the S01E08 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Mitch Kowalski, author, advisor and innovator in the global legal services industry. The group discusses Mitch’s newest book, The Great Legal Reformation: Notes from the Field. Natalie, Peter, and Mitch talk candidly about law firm financing, outside expertise, Alternative Business Structures, regulatory requirements, technology, and legal education in Canada. CPD Lawyers that have completed the S02E10 BNL CPD cam claim a 30 minute Professionalism CPD credit. To access the S02E10 verification examination click this link.
Counter Tax Lawyers is a law firm that’s driven to succeed and is doing so in a way that differs from a lot of other firms. They are future-oriented and have even created their own software in order to improve the quality of their services. Peter Aprile and Natalie Worsfold, both leaders at the company, gave their presentation at the 2017 Clio Cloud conference about their unique work processes and what makes them efficient. In this On the Road report, host Sam Glover talks to them about their presentation and the three things lawyers should be doing or thinking about along with tech adoption. These three things include having goals, mapping out processes, and thinking deeply about these processes and how they will impact the future of your company. Peter Aprile is a senior lawyer specializing in tax dispute resolution and litigation and founder of Counter Tax Lawyers. Natalie Worsfold is a tax lawyer at Counter Tax Lawyers. He represents individual taxpayers and owner-managed businesses in disputes with the Canada Revenue Agency (CRA).
Peter Aprile and Natalie Worsfold interview Samuel Witherspoon, founder, and CEO of Miralaw. Peter, Natalie, and Sam discuss Miralaw’s new product offering, Thistoo, a consumer-focused family analytics platform designed to guide users through the separation and divorce process. The group dives deep into Sam’s experience as a legal technologist and entrepreneur, including the hurdles, competition, and how Thistoo is trying to help people gain access to justice. CPD Lawyers that have completed the S01E07 BNL CPD can claim a 35 minute Professionalism CPD credit. To access the S01E07 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Andrew Currier, co-founder of PCK IP. Peter, Natalie, and Andrew are three people that are, arguably, way too excited about the power and application of workflows in law. The group provide listeners with a crash course on workflows: what they are, why you should use them, and how to implement them. Also, Peter, Natalie, and Andrew share Counter Tax Lawyers’ and PCK’s path to freedom, efficiency, and quality and explain why, even with all the pain and suffering, “nobody would go back now”. CPD Lawyers that have completed the S01E06 BNL CPD can claim a 40 min Professionalism CPD credit. To access the S01E06 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Jack Newton, co-founder of Clio. If you’re not familiar with Clio, then you might have been living under a rock. Clio is the most widely used cloud-based legal practice management system in the world. The group discusses the company’s mission to transform the delivery of legal services (for good), the 2016 Legal Trends Report, and what to look forward to at this year’s Clio Cloud Conference. CPD Lawyers that have completed the S02E09 BNL CPD cam claim a 45 minutes Professionalism CPD credit. To access the S02E09 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Dr. George Beaton, Beaton Research + Consulting Executive Chairman, preeminent NewLaw author and thought leader. Peter, Natalie and George discuss Remaking Law Firms: Why & How (authors: George Beaton & Imme Kaschner) and dive deep into Dr. Beaton’s law firm diagnostic tool, stealth innovation and skunkworks, how other professionals can help build NewLaw firms, etc. CPD Lawyers that have completed the S01E05 BNL CPD can claim a 30 minute Professionalism CPD credit. To access the S01E05 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Dr. George Beaton, Beaton Research + Consulting Executive Chairman, preeminent NewLaw author and thought leader. Peter, Natalie and George discuss Remaking Law Firms: Why & How (authors: George Beaton & Imme Kaschner) and dive deep into hurdles to change, what law firms will look like in 2025, law firm metrics, etc. CPD Lawyers that have completed the S01E04 BNL CPD can claim a 35-minute Professionalism CPD credit. To access the S01E04 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Casey Flaherty, a former outside and inside counsel known for creating the Service Delivery Review, a tool that facilitates communication between law firms and clients. The interview focuses on Casey’s new book “Unless You Ask,” which helps law firms use conversations to improve their working relationships with clients. In the interview, Casey points out that building client-centric law firms is laudable but doesn't always offer an immediate return on investment.
Peter Aprile and Natalie Worsfold interview Erin Cowling, Flex Legal Network’s (“FLN”) co-founder and senior counsel. Peter, Natalie, and Erin discuss FLN, whether freelance lawyering is NewLaw, and how on-demand lawyers could change the legal landscape. CPD Lawyers that have completed the S01E03 BNL CPD can claim a 20 minute Professionalism CPD credit. To access the S01E03 verification examination click this link.
Peter Aprile and Nathalie Worsfold interview Jordan Furlong. Jordan is a leading global legal market analyst and the interview focuses on Jordan’s new book Law Is A Buyer’s Market: Building A Client-First Law Firm. In the interview, Jordan shares how clients are influencing the changes that law firms must make to prosper. CPD Lawyers that have completed the S02E07 BNL CPD can claim a 35 minute Professionalism CPD credit. To access the S02E07 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Morgan Borins, Caravel Law’s Director of Disruption (formerly Cognition LLP). Peter, Natalie and Morgan discuss AfterSign, client-centric software solutions, roadblocks to building software, and lessons learned. CPD Lawyers that have completed the S01E02 BNL CPD can claim a 30 minute Professionalism CPD credit. To access the S01E02 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Jordan Furlong, leading Canadian analyst of the global legal market. Peter, Natalie, and Jordan discuss Jordan's first book, Law is a Buyer's Market: Building a Client-First Law Firm. They dive deep into the business of law, law firm (mis)management, lawyer substitutes, and how law firms need to change to meet and manage the demands of the shifting legal marketplace. CPD Lawyers that have completed the S02E06 BNL CPD can claim a 25-minute Professionalism CPD credit. To access the S02E06 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Dan Katz, associate professor at Chicago-Kent College of Law, director of the Law Lab, and an affiliated member of CodeX at Stanford. The group delves deep into Dan’s passion Fin (Legal) Tech (i.e., the financialization of law). Fin (Legal) Tech takes a data-driven, rigorous, and quantifiable approach to risk assessment and predictive analysis. And why, should lawyers care? Well, it’s simple: if lawyers can better predict outcomes, they can put skin in the game, and reap significant financial rewards. CPD Lawyers that have completed the S02E05 BNL CPD can claim a 55-minute Professionalism CPD credit. To access the S02E05 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Joe Milstone and Bryan Friedman of Axiom Law, Canada. Joe, co-founder of early NewLaw entrant Cognition LLP (now, Caravel Law), starts the episode off. The group discusses Cognition's novel approach to the delivery of legal services, business development, scaling up, and the eventual sale to Axiom Global Inc. Then, Bryan, director and general manager of Axiom's Canadian outpost, joins the conversation. The group discusses Axiom's operational structure, getting rid of the partnership model, the regulatory environment, and what the future of legal services in Canada looks like for traditional law firms, big and small. Lawyers that have completed the S02E04 BNL CPD can claim a 55 minute Professionalism CPD credit. To access the S02E04 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Ken Grady, Lean Law Evangelist at Seyfarth Shaw LLP and professor at the Michigan State University College of Law. Data has become the fundamental unit for doing business, and, according to Ken, it is starting the become the fundamental unit for doing law. As a Lean Law thinker, Ken believes that data management is integral for successful law firms. He argues that law firms need to start collecting data now to be competitive in the future. Peter, Natalie, and Ken dig deep in what data management is, why it is important, and what tools are available to start collecting data. Ken explains the opportunities available to law firms once the data has been collected and cleaned, from providing data-driven answers to client questions to drafting better submissions, faster and more accurately. CPD Lawyers that have completed the S02E03 BNL CPD can claim a 45 minute Professionalism CPD credit. To access the S02E03 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Derek Hopfner, co-founder of Law Scout. Derek, along with his friends, Shane Murphy and Travis Houlette, started Law Scout after a (less than inspiring) BigLaw experience. Law Scout has developed an online workroom where small businesses can easily hire pre-vetted lawyers and obtain high-quality legal work for a fixed-fee. It seeks to remove the friction and cost uncertainty inherent in traditional law firm engagements. Peter, Natalie and Derek discuss Law Scout, its platform, attracting clients, lawyers, and the challenges of building a legal technology company. The parties also have a heartfelt conversation about finding personal and professional fulfillment in building new stuff. As the kids say, “ish gets real”.
Peter Aprile and Natalie Worsfold interview Fred Headon. Fred is the past President of the Canadian Bar Association and the current Chair of the CBA’s Legal Futures Initiative (the “Legal Futures”). Legal Futures focuses on examining the nature, extent and consequences of the changing legal landscape and the future of legal services in Canada. The group discuss Legal Futures’ role, research, and recommendations. Fred also provides a unique perspective, as in-house counsel at Air Canada, on the role of the client in driving change in the legal industry.
Peter Aprile and Natalie Worsfold interview Peter Carayiannis. In 2012, Peter founded Conduit Law, a B2B firm offering on demand in-house counsel to business across Canada. In March 2016, Conduit merged with accounting giant, Deloitte LLP, to form a new legal business in Canada called Deloitte Conduit Law LLP. Peter, Natalie and Peter C. discuss Conduit’s “legal innovation”, client-centrism, the Deloitte affiliation process, and how NewLaw law firms need to show clients how much they care.
Peter Aprile and Natalie Worsfold interview Seth Godin. Yes, Seth Godin!!!! S-E-T-H-G-O-D-I-N!!!!!!! We believe that outside voices are key to the legal industry evolution. And, as long time fans (…well…Stans to be more accurate), we believe Seth’s insight adds considerable value to the conversation. Seth talks to us about the “lawyer narrative”, real v. perceived fear, making art, and the future of legal industry in the connection economy.
Peter Aprile and Natalie Worsfold interview Adam La France. Adam is Knomos' co-founder and CEO. With support and funding from the Canada Media Fund, MaRS LegalX, and Microsoft Ventures, Knomos is quickly positioning itself as the next generation of legal research and knowledge management. The group discuss Knomos' principled and pragmatic approach to its upcoming public offering, the competitive market and what sets them apart, and conclude with what advice Adam has for current and future lawyers navigating their way through the rapidly shifting legal landscape.
Peter Aprile and Natalie Worsfold interview Rohit Parekh. Rohit is Grapple Law's co-founder. He is also counsel at Deloitte Conduit Law LLP. Grapple Law is an online CPD platform designed to optimize the user's experience and learning. The group delves into Rohit's experience working at Conduit Law (now Deloitte Conduit Law LLP) and the ways in which a NewLaw environment provided Rohit with the inspiration and freedom to create a better way for lawyers to learn.
Peter Aprile and Natalie Worsfold interview Samuel Witherspoon, founder, and CEO of Miralaw. Peter, Natalie, and Sam discuss Miralaw's new product offering, Thistoo, a consumer-focused family analytics platform designed to guide users through the separation and divorce process. The group dives deep into Sam's experience as a legal technologist and entrepreneur, including the hurdles, competition, and how Thistoo is trying to help people gain access to justice.
Peter Aprile and Natalie Worsfold interview Andrew Currier, co-founder of PCK IP. Peter, Natalie, and Andrew are three people that are, arguably, way too excited about the power and application of workflows in law. The group provide listeners with a crash course on workflows: what they are, why you should use them, and how to implement them. Also, Peter, Natalie, and Andrew share Counter Tax Lawyers' and PCK IP's path to freedom, efficiency, and quality and explain why, even with all the pain and suffering, "nobody would go back now".
Peter Aprile and Natalie Worsfold interview Dr. George Beaton, Beaton Research + Consulting Executive Chairman, preeminent NewLaw author and thought leader. Peter, Natalie and George discuss Remaking Law Firms: Why & How (authors: George Beaton & Imme Kaschner) and dive deep into Dr. Beaton’s law firm diagnostic tool, stealth innovation and skunkworks, how other professionals can help build NewLaw firms, etc.
Peter Aprile and Natalie Worsfold interview Dr. George Beaton, Beaton Research + Consulting Executive Chairman, preeminent NewLaw author and thought leader. Peter, Natalie and George discuss Remaking Law Firms: Why & How (Authors: George Beaton & Imme Kaschner) and dive deep into hurdles to change, what law firms will look like in 2025, law firm metrics, etc.
Peter Aprile and Natalie Worsfold interview Erin Cowling, Flex Legal Network’s (“FLN”) co-founder and senior counsel. Peter, Natalie, and Erin discuss FLN, whether freelance lawyering is NewLaw, and how on-demand lawyers could change the legal landscape. CPD Lawyers that have completed the S01E03 BNL CPD can claim a 20 minute Professionalism CPD credit. To access the S01E03 verification examination click this link.
Peter Aprile and Natalie Worsfold interview Morgan Borins, Caravel Law’s Director of Disruption (formerly Cognition LLP). Peter, Natalie and Morgan discuss AfterSign, client-centric software solutions, roadblocks to building software, and lessons learned. CPD Lawyers that have completed the S01E02 BNL CPD can claim a 30 min Professionalism CPD credit. To access the S01E02 verification examination click this link.
Peter Aprile, Natalie Worsfold, and Wayne MacPhail (guest host), discuss NewLaw, the reasons that Peter and Natalie started BNL and what listeners can expect in Season 1.
Leaders Series: Peter Aprile is the Founder and Counsel at ATX Law, a boutique tax law firm. Peter shares his secret sauce to dealing with the taxman, and outlines his practical approach to tax disputes.