Reinventing Professionals

Thank you to the following individuals for sharing their perspectives with me on the third day of Legaltech 2019: Chris Bright, VP of Marketing, Zapproved Ian Campbell, President & CEO, iCONECT Corey Douglas, Director, Consilio Monica Enand, CEO, Zapproved Brad Harris, Distinguished Fellow of E-Discovery, Zapproved Linda Kish, Chief Marketing Officer, Level 2 Legal Solutions Tineke Mann, eBusiness Manager, The Information Management Group Joy Murao, Founder & CEO, Practice Aligned Resources Bill Piwonka, Chief Marketing Officer, Exterro Ajith Samuel, Chief Product Officer, Exterro Dr. Silvia Hodges Silverstein, Executive Director, Buying Legal Council Kelly Struck, VP of Marketing, Consilio

I spoke with Ryan Steadman, the chief revenue officer for Zero, at Legaltech 2019 about building trust in the application of AI and machine learning to time capture, email management, and other areas.

I spoke with Rebecca Goodman-Stephens and Frank Vitale, the chief operating officer and chief marketing officer, respectively, for Berdon LLP, an accounting firm that provides technical and consulting services to law firms and other organizations, at Legaltech 2019 about Berdon Technology Services.

I spoke with Kevin Harris, a project manager for Orion Law Management Systems, at Legaltech 2019 about billing best practices.

Thank you to the following individuals for sharing their perspectives with me on the second day of Legaltech 2019: Bob Ambrogi, Publisher of LawSites and Host of LawNext Craig Ball, Court-Appointed Special Master and E-Discovery Consultant Josh Becker, Chairman of Lex Machina and Head of Legal Analytics, LexisNexis Shawn Gaines, VP of Marketing, Relativity Caroline Hill, Editor-in-Chief, Legal IT Insider Robert Hilson, Senior Marketing Director, Logikcull Kate Holmes, Managing Director, FTI Technology Jack Newton, Co-Founder and CEO, Clio Chris Pogue, Head of Services, Security, and Partner Integrations, Nuix Alexis Robbins, Marketing Manager, Knovos Rod Vawdrey, Group CEO, Nuix

As part of my Legaltech 2019 series, I spoke with Doug Austin, the Vice President of Products and Professional Services for CloudNine and the editor of the E-Discovery Daily blog.

I spoke with Vikram Savkar, the Vice President and General Manager of International and Higher Education Markets at Wolters Kluwer Legal & Regulatory. We discussed how Wolters Kluwer works with law schools and students, why it created the Leading Edge Prize for Legal Education Innovation, how law schools are driving innovation to expand educational and career opportunities for students and how law schools can help their students prepare for life after graduation.

Thank you to the following individuals for speaking with me on the first day of Legaltech 2019: Lauren Amanda Adler, Director of Sales, Manzama Dan Berlin, President & CEO, Tabs3 Software Haresh Bhungalia, CEO, Casepoint Justin Blessing, Founder, Compiled Jessica Block, Data & Technology Practice Co-Lead, Ankura Consulting David Carns, Chief Strategy Officer, Casepoint Ginny Gonzalez, Chief Business Development & Marketing Officer, TCDI Andrew King, Founder, E-Discovery Consulting & LawFest Michelle Lange, VP, Workstorm Jonathan Reed, CEO, Advologix Ryan Steadman, CRO, Zero Steve Scorziello, Head of Legal Operations, Harmon

I spoke with Christian Lang, a former attorney with Davis Polk & Wardwell, who is the new head of strategy at Reynen Court and the founder of the New York Legal Tech Meetup. He is producing a new legal technology conference on February 1, 2019 called Inspire Legal. We discussed his background, the genesis of Inspire.Legal, how this event differs from others, its relationship to the New York Legal Tech Meetup, the Inspire.Legal agenda, and what the creation of Inspire.Legal indicates about the current level of interest in legal innovation.

Thank you to the following industry leaders for sharing their perspectives in anticipation of Legaltech 2019: Doug Austin, VP, CloudNine Rajitha Boer, Founder, Yerra Solutions, an Elevate Company Jim Delkousis, Founder, Persuit Ian Faith, Director of Marketing, Ipro Rebecca Goodman-Stephens, Berdon Kevin Harris, Project Manager, Orion Legal Management Systems Shane Jansz, Head of E-Discovery & IG Solutions, Nuix Tricia Johnson, Director of Marketing, Q Discovery Rick Merrill, CEO, Gavelytics Diane Miller, Senior Director of Marketing, Lighthouse Mike Quartararo, Founder, eDPM Advisory Services Jerome Raguin, VP, Elevate Joey Seeber, CEO, Level 2 Legal Solutions Leigh Vickery, Director of Innovation, Level 2 Legal Solutions Frank Vitale, CMO, Berdon Stacy Ybarra, VP Marketing, Lighthouse

I spoke with Rith Kem and Mason Pan, both principals in the Compliance, Forensics, and Intelligence practice at Control Risks. Kem is the Technology Operations and Custom Solutions leader in the Americas, Europe, Africa, and the Asia-Pacific region, while Pan is the leader of the Data Analytics group for the Americas. We discussed trends the duo expects to see in analytics monitoring systems in 2019, how their clients are applying data to remediate and strengthen their compliance programs, and best practices for corporations interested in creating a center of excellence to manage risk indicators.

I spoke with Erik Lindberg and Tonya Custis, the senior director for Westlaw Product Management and the senior director of Research, respectively, at Thomson Reuters. We discussed the genesis of Westlaw Edge, how it differs from Westlaw, how its artificial intelligence technology differs from other tools on the market, the evolution of Westlaw, and where legal research is headed.

I spoke with Ketan Jhaveri and John Maloney, the co-CEO and Head of Client Success, respectively, at Bodhala, a legal data analytics company. We discussed the genesis of Bodhala, how its clients are using data analytics, who makes the decision to leverage legal data analytics within a corporate law department, the factors driving the use of data in large corporations, and where the legal industry is headed in 2019.

I spoke with Christina Hammond and Joe Hammond, the co-founders of Producify, a digital content production company. We discussed the genesis of Producify, the mistakes that legal professionals are making in showcasing their services with video, quick ways that marketing leaders can upgrade their firm’s videos, whether high-quality video requires professional equipment, and how this type of marketing is evolving.

I spoke with Caroline Sweeney, the Director of Knowledge Management and Innovation at Dorsey & Whitney, Joy Holley, the Regional Practice Support Director for the Americas at Bryan Cave Leighton Paisner, and Chris Haley, the Director of Legal Technology for Troutman Sanders eMerge. We discussed the definition of analytics, why the use of analytics has become so important, the difference between artificial intelligence and analytics, ways to demystify both, how to use success metrics, and where the use of analytics is headed in 2019.

I spoke with Gabe Teninbaum, a professor at Suffolk University Law School and the Director of the Institute on Legal Innovation & Technology. We discussed Suffolk University Law School’s Legal Innovation & Technology (LIT) lab, Spaced Repetition Systems, why law schools are incorporating initiatives like the LIT lab, essential skills that current law students must have, and how law schools will be changing in the next few years.

I spoke with Wendy Curtis (named the Most Innovative Lawyer of 2018 by the Financial Times), Kate Orr, and Daryl Shetterly, the Chief Innovation Officer, the Senior Innovation Counsel, and the Director of Orrick Analytics, respectively, for Orrick, a global law firm, which the Financial Times named North America’s Most Innovative Law Firm for the third consecutive year. We discussed the alignment of Orrick’s new legal tech investment initiative with the firm’s core business, why innovation has taken a more central role in law firm operations in the past year, the impact of Orrick Analytics on the firm’s innovation roadmap, how firms can coordinate their various innovation initiatives under a single effort, best practices for creating a culture of innovation at a large global organization, ways to build multi-disciplinary teams to execute on a unified vision, and how the era of law firm innovation is evolving.

I spoke with André König, the managing partner for professional services at BusyLamp, a corporate legal operations SaaS solution for billing, matter management, and sourcing. We discussed ways that in-house legal operations teams can benefit from artificial intelligence, the maturity level of blockchain in legal departments and law firms, the common use cases for AI and blockchain in the legal community, and how prospective users can get started.

I spoke with Keith Laska, a board member for Hanzo, a software provider that captures and preserves dynamic web content to help organizations meet compliance requirements, mitigate risk, and simplify e-discovery. We discussed the biggest challenges corporations are facing today in compliance, risk management, and e-discovery, what makes the diversity of communication so difficult to monitor and manage from a legal perspective, how companies can more effectively address e-discovery and compliance challenges surrounding the use of Slack, and how e-discovery is evolving in light of the changes in how professionals communicate.

I spoke with Sacha Kirk, the co-founder and chief marketing officer for Lawcadia, an Australian software company that helps in-house legal teams manage their outside counsel relationships, including selection, budgeting, and spend. We discussed the genesis of Lawcadia, why it is necessary for in-house legal teams to leverage technology to manage their outside counsel, the associated challenges, the best practices for marketing a legal tech start-up on a global scale, and where the Australian legal tech sector is headed.