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August 9, 2023

How Litigators Can Leverage Data to Gain a Competitive Advantage

I spoke with Jeff Jacobson, a litigation partner with Faegre Drinker Biddle & Reath in New York, and Nicole Clark, the Co-Founder and CEO of Trellis, a state trial court research and analytics platform, which recently introduced its Law Firm Intelligence tool to offer insights on business and competitive intelligence for law firms. We discussed how litigators can leverage data and analytics to gain a competitive advantage, new opportunities law firms can create with detailed intelligence, and the insights Law Firm Intelligence can provide to support legal teams in their decision-making.

June 16, 2023

Ensuring Purpose-Built Outcomes in Legal Services

I spoke with Doug Kaminski, the Chief Strategy Officer for Purpose Legal, formerly Cobra Legal Solutions, an alternative legal services provider. We discussed the company’s rebranding effort, best practices for ensuring a seamless transition in changing corporate identities, and how its new name aligns with industry trends.
June 8, 2023

2023 CLOC Global Institute – Mixtape May 17, 2023

For this mixtape from Wednesday, May 17, 2023, at the 2023 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with Ed Sohn, SVP and Global Head of Capabilities at Factor, Jason Smith, Senior Principal for Strategy and Transformation at Conga, Jerry Levine, Chief Evangelist and General Counsel at ContractPodAi, Jerry Ting, Co-Founder and CEO at Evisort, Nathan Cemenska, Director of Legal Operations and Industry Insights at Wolters Kluwer ELM Solutions, Oscar Vega, EVP for Global Sales & Marketing at KLDiscovery, and Roger Pilc, President of Legal Solutions at Epiq.

August 15, 2022

Understanding the Value of Client Intelligence

I spoke with Paul Giedraitis, a principal at Axiom Consulting Partners, and the founder and president of Orgaimi, a client intelligence platform for law and accounting firms. We discussed how law firms are leveraging client intelligence, the sources of data that are most valuable for law firms and legal professionals, how Orgaimi uses artificial intelligence and machine learning, and ways that law firms can begin to harness the power of their data.
July 14, 2022

Best Practices for Assessing the Risks Related to Unstructured Data

I spoke with Peter Baumann, the founder and CEO of ActiveNav, a data privacy and governance software provider that serves various sectors, including legal. We discussed how unstructured data impacts legal organizations, the challenges of managing unstructured data, best practices for assessing the risks related to unstructured data, and how this issue is evolving.

May 17, 2022

Leveraging Technology to Systematize Your Operations

I spoke with Owen McGab Enaohwo, the co-founder and CEO of SweetProcess, a software platform designed to systematize an organization’s business operations. We discussed how professionals can leverage technology to systematize their tasks, best practices for documenting procedures, the challenges associated with that effort, and the results an organization can expect once it streamlines its processes.

February 22, 2022

The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market

I spoke with Sang Lee, the CEO and co-founder of Thine, a technology company that develops and deploys pre-hiring and integration assessments. Sang is a lawyer and entrepreneur who has also owned and operated SJL Attorney Search and Volta Talent Strategies. We discussed Thine’s new report, The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market, how the pandemic has impacted law firm talent management, ways that technology can help law firms hire and retain talent, and where law firm innovation is headed.
January 5, 2022

Automation and Innovation for Corporate Legal Teams in 2022

I spoke with Jennifer Bantelman, the Vice President of Customer Experience and Thought Leadership at Zapproved, for a special E-Discovery Unfiltered edition of the Reinventing Professionals podcast. We discussed how corporate legal teams are adapting to uncertainty, ways that automation can help in-house leaders maximize their hybrid work environments, effectively managing security and privacy remotely, the cloud, and key considerations for corporate legal teams evaluating software in 2022.
December 9, 2021

The Value of Automation in Litigation

I spoke with Dan O’Day and Ted Kukorowski, co-founder and managing director for large law, respectively, at ECFx, a provider of an electronic notice management system. We discussed law firm challenges in litigation management, the value of automation in litigation, and how technology can align the range of electronic filing protocols around the country.

November 9, 2021

The CRM Benefits of Supplementing Process Automation with Human Talent

I spoke with T.J. Duane, the co-founder and CEO of Index Solutions, a software platform that combines process automation with a labor marketplace to audit and update CRM data. We discussed how Index Solutions works, the benefits of supplementing process automation with human talent, advice for lawyers seeking careers as entrepreneurs, and how professional services firms will use data in the future.
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