I spoke with Janet Falk, the Chief Strategist at Falk Communications and Research, which provides public relations and marketing communications services to attorneys, business owners, and consultants. We discussed how attorneys can best prepare for their next meeting or conference, conduct effective follow-up, and maximize attendance at remote events.

I spoke with Stuart Clarke, the CEO of Blackdot Solutions, a software company founded with a mission to enable investigative teams to leverage technology to combat terrorism, financial crime, and human trafficking. We discussed the trends driving the need for more sophisticated investigation tools, how regulators are influencing these trends, and ways that technology for investigations is evolving.

I spoke with Joe Ryan, the Managing Director and Head of the Law Firm Group for Citi Global Wealth at Work, which provides tailored financial, wealth, banking, and lending solutions. We discussed the value of working with a financial advisor with specialized knowledge of the legal industry and how the wealth management needs of lawyers differ from professionals in other industries.

I spoke with Ross Aronowitz, the Vice President for the Law Firm Segment at CT Corporation, within the Financial and Corporate Compliance division of Wolters Kluwer. We discussed the Corporate Transparency Act, how law firms can help their clients prepare for this new law, and the company’s Small Business & Corporations Beneficial Ownership Survey.

I spoke with Dera Nevin, a data lawyer, who has held positions that touch on e-discovery, cybersecurity, and information governance, at organizations like Blackstone, TDBank, and Proskauer Rose, and the author of The Journey’s the Thing: Pandemic Essays. We discussed the stories in her book that are uniquely suited to lawyers and other professionals in the legal tech community, how she found the time to write a book while working full-time, and her plans for future books.

In this 13th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the power of business intelligence in legal, the global impact of legal technology on the practice of law, and the projected use cases for AI in 2024.

I spoke with Sean Monahan, a Senior Director in the Strategy & Transformation practice and lead of the Data Modernization specialist team at Harbor, and Justin Hectus, the CIO of KP Labs, a Harbor company focused on business process automation, contract intelligence, and advanced analytics. We discussed the emerging legal tech that law firms and law departments should understand beyond generative AI and where AI is having the greatest impact on the legal industry.