The 2020 PLLIP Summit is set to kick off on Friday, July 10th.  For the first time ever the Summit will be presented as a virtual event.  While over the past several months, we all have experienced and possibly, over experienced Zoom, WebEx, Google Hangouts, and FaceTime, the Summit promises to be an unforgettable experience. 

We asked each speaker to provide some insight into what you can expect from their session. 

Keynote Address: Reinventing the Modern Law Firm From Information Out: Embracing the Power of Practical Innovation and the Impact of Raising Your Profile

Ari Kaplan, the 2020 Summit Key Note is an accomplished legal industry analyst and a sought after speaker.  He has provided the following sneak peek into his presentation.

The movement fueling legal innovation and reinvention has accelerated during the current crisis. Law firms started the year by reimagining the delivery of legal services, enhancing client service initiatives, and reevaluating their competitive landscape, but the theory has become practice and pilots have rapidly become reality in a reconfigured, remote-first environment. 

Knowledge leaders now have an influential seat at the table with firm management committed to the seamless execution of internal legal operations. In addition to understanding how to navigate this new landscape, these individuals have an unprecedented opportunity to showcase their talent and ability in a virtual world. Their efforts highlight the array of activities they have been influencing throughout their career. 

This is a moment where they can support their teams creatively and comprehensively to empower forward momentum. I am honored to be sharing ideas with this community to help fuel success.

The second session will be a panel discussion with three distinguished librarians from diverse libraries.

The Way Things Were, and the Way Forward: How We Coped, Managed and Succeeded in Unprecedented Times

  • Andre Davison (Research Technology Manager, Blank Rome)
  • Tina Dumas (Knowledge Management and Library Manager, Nossaman LLP)
  • Amy Eaton (Director of Library & Research Services, Perkins Coie LLP)
  • Moderator: Jeremy Sullivan (Manager of Competitive Intelligence & Analytics, DLA Piper LLP)

Moderator Jeremy Sullivan provided the following insights into the panel’s preparations for this discussion.

While changes and challenges, both large and small, have always been hallmarks of law librarianship, it is safe to say that the COVID-19 pandemic is unprecedented. In a short while, a cascade of events forced us all to change the very way we do business, and while we can imagine what things will look like when we get to the ‘new normal’, none of us can be entirely sure when that day will come. During times like these, when the way forward too often seems obscured and uncertain, hearing from colleagues and peers is a tried and true method to help find one’s bearings.

To that end, we have assembled a panel of distinguished law firm librarians who will point to some universal experiences, perhaps vent about common frustrations, and provide insights into new opportunities, new ways of thinking, and new approaches to our work. If anything, these voices will remind us that we’re not alone, that we can drive change, and that our efforts to provide knowledge and information however and wherever it is needed, is more important than ever.

Communicating through the Colored Looking Glass: How to Connect and Collaborate Better with Those You Work With 

Alycia Sutor from Growth Play will run our final session. Alycia is a skilled trainer and speaker.  Her upcoming session will help us see that everyone has particular inclinations and natural preferences that impact how we prefer to communicate and relate with others.

We all recognize the importance of teaming and collaboration, but the idea is often easier to think about than achieving in practice.  That is why we asked Alycia Sutor of GrowthPlay to talk about the concept of communication styles and how it impacts our ability to create outstanding teams and collaborative groups.  Having sat through Alycia’s sessions before, one of the great takeaways was the appreciation there is no well-rounded leader, only a well-rounded team.   

Knowing our own style can give us insight into why we get along with certain people and why we clash with others. Knowing how others prefer to communicate gives us the ability to bridge the gaps so we can connect and collaborate more effectively. 

Having spoken with Alycia, we are eager to attend this session to:

  • Assess and identify our own personal communication style
  • Gain an understanding of the four major communication styles
  • Learn the cues to help us identify another person’s style
  • Discover communication practices to flex to another person’s style

Registration for the Summit is open through July 7th.  Registration for attendees is $25. Complimentary registration for unemployed members, unemployed nonmembers, and student nonmembers is available by contacting and is subject to verification. You will receive a promo code that must be entered using the online payment form.

Most important, we understand that networking is one of the best benefits of the Summit, hence, there will be a Virtual Happy Hour after the Summit! Registrants will receive more details from PLLIP in the next few days.

The 2020 PLLIP Summit has been generously sponsored by Thompson Reuters and Lexis Nexis. 

While we have a few comedic moments on the podcast (usually unintended), we actually have a real-life comedian, Eugene Cipparone, join us on this week’s episode. Eugene is a lawyer, who took a few years off to join The Second City comedy troop in Toronto, before working his way back into the legal industry as Goodmans, LLP’s Director of Professional Support. With the pandemic, the need for support, and KM resources became critical. Eugene’s ability to understand the needs of his firm and his ability to engage members of the firm in training by telling a comical story allows people to better remember the training and understand why the resources make the task easier to perform. (14:05)


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What to Expect from the AALL Virtual Conference
Michelle Cosby, President of the American Association of Law Libraries, discusses what to expect from the AALL Virtual Conference on July 13-17, 2020. While the theme of Unmasking Your Potential was initially a tip of the hat to the host city of New Orleans, it’s come to have renewed meaning on what it is like to provide professional development and community during the pandemic. (8:50)
Information Inspirations
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Please take the time to rate and review us on Apple Podcast. Contact us anytime by tweeting us at @gebauerm or @glambert. Or, you can call The Geek in Review hotline at 713-487-7270 and leave us a message. You can email us at As always, the great music you hear on the podcast is from Jerry David DeCicca.

After 68 episodes and 75 guests, I am concluding the In Seclusion Podcast miniseries today with special guest, David Lat from Lateral Link. Back in March, David announced he had contracted COVID-19, and spent some two and a half weeks in the hospital, much of that time in the ICU. For many of us in the legal industry who knew David from his days running Above the Law, his experience with the virus made the issue very real for us and we followed Twitter and the news closely as he finally came out of the hospital, and is now working to get back to full strength.

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I asked David to come on and be the final guest because I wanted to ask him if we, both as a legal industry, and as a society, have really learned anything from this experience of a global pandemic and disruption to our normal work and life routines. He gave me three things that he thinks we have learned.

  1. We’ve learned to work successfully on a remote basis. This is no small deal for the legal industry who stressed the need to be in the office.
  2. Lawyers and legal professionals have learned how to use more technology tools in a more effective and efficient way.
  3. It turns out that lawyers can learn new tech when they are forced to. We all have gained a great perspective of what’s truly important to us in our work and in our personal lives.

While we may eventually go back to some of our old habits, I think the stories that have been shared on this podcast show that we are not the same industry or the same people we were at the beginning of 2020. We had a tipping point in the way we view what it means to work, and how we treat ourselves, our colleagues, and those who don’t look like us. I think we all hope that when the virus is no longer a direct threat to the lives of millions, we will be better people. Here’s to hope.


Since Justice Antonin Scalia was not available to be on the podcast, we reached out to Northwestern Law School’s John Paul Steven’s Professor of Law, Andrew Koppelman, and Jackson Walker Labor & Employment attorney, Sara Harris, to fill in. Justice Scalia believed in the concept of textualism when it came to the Court interpreting the law, without allowing one’s personal political bias to play a role. According to Merriam Webster, textualism is “a legal philosophy that laws and legal documents (such as the U.S. Constitution) should be interpreted by considering only the words used in the law or document as they are commonly understood.” The problem, according to Koppelman is that textualism has to be balanced with context. If a Justice were to apply or misapply the context of the issue, then textualism could be made to fit the outcome the Justice wants, regardless of what the text of the law says. In the Bostock v. Clayton Co., Georgia decision, the five conservative judges split 3-2 on how textualism applied to the 1964 Civil Rights Act, Title VII issue of “because of sex” discrimination, and gave the LGBTQ+ community a win in the process. We dive deep into the text, and the context of the decision.
Andrew Koppelman is also the author of the recently published book, Gay Rights vs. Religious Liberty? The Unnecessary Conflict (2020).

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Information Inspirations
After a bit of a hiatus, we bring back a few items that inspired us this week, and we hope to inspire you as well.
Greg may be retiring his In Seclusion Podcast at the end of this week (awwww), but there are plenty of legal podcasts to fill the void. Here is a couple.

Continue Reading The Geek In Review Ep. 79 – Text, Context, and SCOTUS’ Textualism in Bostock – Andrew Koppelman and Sara Harris

This upcoming week will be the final week for the In Seclusion Podcast. It’s been a great run, and I hope that you listen to the final episodes. Last week I had a fantastic and diverse group of guests who shared their stories of life during a pandemic from the perspectives of race, changing jobs, losing their jobs, data security, and looking and writing about the future. We’ve all handled this period of seclusion differently, but we have all learned from each other at the same time. Check out last week’s episodes, and join me as I wrap up this week with more outstanding guests.

Monday, June 15 – What Do We Do After Summer Ends? – Danny Norris

Danny Norris, Attorney at Law and Trustee at the Harris County Texas Department of Education, discusses his experiences over the past few months of changing jobs, being busy with a full-time Intellectual Property law practice, and elected official. While businesses in Texas are reopening, it is the school system that has continued to find ways of helping students by continuing programs, including providing meals. Danny thinks that as we get closer to August, we will need to determine how we protect the most vulnerable in our society. Whether that is the students as we assess the risk in which we are willing to place them or those who may be subject to eviction as courts lift stay orders over the next couple of months.

Tuesday, June 16 – We Need Better Shared Situational Awareness Between Law Firms and Clients Going Forward – David Kamien

David Kamien, CEO, and co-founder of Mind Alliance discusses how when COVID-19 began shutting down the economy, law firms opened up a firehose of thought leadership for their clients. While the clients’ inboxes were overflowing with information, and firms were establishing COVID-19 resource pages, the ability for the client to easily search and filter that information was very limited. David thinks that firms are honestly trying to help their clients through the distribution of relevant information, but the way the information is distributed, accessed and indexed is creating barriers for the client that needs to be corrected. The information has to be more consumable by the client and that means organizing it, placing metadata into the information, and giving the user better filtering ability. There needs to be a shared situation awareness between law firms and clients, and not just during a crisis.

Wednesday, June 17 – the Expanding role of IT Security in the New Hybrid Work Environment – Joel Lytle

As many of us were rushing to work from home at the beginning of the pandemic, law firm security teams were scrambling to ensure that the networks and hardware were protected from possible attacks. Joel Lytle, Director of Information Security at Jackson Walker in Dallas, joins me to talk about the process he went through during the initial phase of remote work, how he handled the challenges of so many remote workers, and what the goals are for how we adjust to a hybrid of office and remote work going forward. Maintaining security protocols and updating software and hardware are part of the job, but a potential new part of the job may be making sure that the remote workplace doesn’t become an easy target for security breaches.

Thursday, June 18 – Virtual tactics By Design vs. Virtual Tactics By Necessity – Craig Levinson

Craig Levinson is President & Chief Client Developer at Levity Partners and the author of the recent articles “Top 20 Virtual Client Development Tactics Lawyers Can Begin Implementing Immediately,” and “What All Attorneys Can Learn From Female Rainmakers: Panel Recap.” The practice of establishing virtual tactics around client and business development should not be a brand new idea to rainmakers in the legal industry just because we’re in a pandemic. Craig discusses the great rainmakers who have already established virtual tactics around the business by design, and those who are finding themselves establishing virtual tactics by necessity.


Friday, June 19 – Are These Changes Permanent, Or Just to Get Us Through the Moment? – Colin Levy 

Colin Levy, Legal Technology, and Legal Innovation Thought Leader says that there are a lot of people in the legal industry who are truly trying to innovate, but that innovation does not equal technology, and technology does not equal innovation. There’s a holistic approach that needs to be taken, especially in the middle of a crisis like we have now, and the processes as well as the technology need to be evaluated in order to truly create an innovative environment that is built to last.

On March 23, 2020, I launched what I thought would be a three or four-week project. A daily podcast, called In Seclusion, asking legal professionals how they were dealing with the changes resulting from working from home during a pandemic. My fifteen to twenty-episodes ballooned into 60+ episodes. Lawyers, law librarians, law students, law professors, courthouse personnel, marketing, and many more legal professionals shared their stories with us. We’ve heard how they’ve adapted, what were the good and bad things about working from home, and what permanent changes were going to happen in the legal industry. It’s been a lot of fun, and very informative for me discussing these issues with so many people. There are a lot more stories to be gathered, but, to paraphrase Jerry Seinfeld, “you should always leave ’em wanting more.”

June 28th will be the last episode. And if I counted correctly, that means there will be 68 episodes total. (I took Good Friday and Memorial Day off.)

With the slow reopening of offices, plus the added issues of unemployment, and of course the biggest issue we always seem to face, racism, I wanted to get back to the longer form format of The Geek in Review. Plus, I have a day job.

So enjoy the last ten episodes that are coming out between now and June 28th. If you have a suggestion on who would be a good guest or what would be a good topic. Let me know.

In the meantime, here are last week’s episodes from a diverse group of people, sharing diverse ideas on how we need to treat ourselves and others as we go forward.

Monday, June 8th – We Have to Learn and Do at the Same Time – Celeste Smith

Celeste Smith, the Director of Education for the American Association of Law Libraries (AALL), works on finding educational opportunities for those of us who consider ourselves life-long learners. While we are in an industry of very intelligent people, the current situation has taught us that we can not be tied to what we think we know based on our own history and experiences. She notes that just as we did when our physical workspaces closed, we do not have the luxury of taking our time to craft long-term strategies before we need to take action. We have to learn and do all at the same time.

Tuesday, June 9th – And We Haven’t Missed a Beat – Cornell Winston

For Cornell H. Winston, Law Librarian at United States Attorney’s Office in Southern California, there have been a number of small and large changes affecting his law library and records departments. While he is generally an optimist, he knows that change will happen. People who were never allowed to work from home will not accept that limitation any longer. Workers who once made hours-long commutes to and from work haven’t missed a beat while working from home. They will not be coming back to work the way they did pre-COVID. And while Cornell may have not experienced a global pandemic before, he is familiar with economic and racial unrest. But as he says, when you see it, you learn how to ride it.

Wednesday, June 10th – We Need to Acknowledge What’s Going On And Be Present – Alycia Sutor

Alycia Sutor, Managing Director at GrowthPlay, coaches lawyers, law firms, and other legal organizations on the need to get out of their comfort zones, and quickly embrace the changes as a new way of being. Those are just not skills that many in the legal industry are used to using. But those who find ways of quickly deploying these skills will be the ones who recover the fastest. For your colleagues who are struggling right now, especially with the issues of racial discrimination, she notes that it is important for you to acknowledge what is going on, be present, and be silent and listen.

Thursday, June 11th – Will We Be The Same People When We Go Back? – Mike Whelan

Mike Whelan, author of “Lawyer Forward: Finding Your Place in the Future of Law” is a lawyer, author, legal innovator, and recently an Above the Law podcast host. As we begin to make our way back to our respective office or identify our more permanent workplaces, will we go back to the old habits and schedules, or will we take what we’ve learned over the past few months and apply it to create a new model of working going forward?

Friday, June 12th – Give People the Space to Step Back – Casandra Laskowski

Casandra Laskowski Technology & Research Services Librarian at Duke Law School has the responsibility of assisting law school students, staff, and faculty through some of the teaching and technology challenges of a remote classroom. In addition, she also chairs the Diversity and Inclusion Committee of the American Association of Law Libraries. With the murder of George Floyd and the civil unrest to protest Police brutality and systemic racism, Cas says that people need the space to step back, access their personal situation, and to have time to think, speak, and hopefully heal.

I had a chance to talk with a number of people for the In Seclusion Podcast recently who have been holding down the fort, in one way or another, to make sure the wheels of Justice and the economy keep turning. Some of us had to look out for those still caught in the justice system. Some remained in the office to make sure others didn’t need to. Some of us found new ways to provide training and professional development processes. Some of us leveraged the crisis to try new experiments. And some of us made sure that the stories of those struggling are heard.

Monday June 1 – Now’s the Perfect Time To Experiment – Maya Markovich

Maya Markovich, Chief Growth Officer at Nextlaw Labs, thinks that the current environment within the legal industry is the perfect time to rethink the old ways of doing things. The time is ripe to try new processes as well as experiment in ways that we might not normally try because we have somewhat of a safety net to try and fail with less judgment. For those with an entrepreneurial mindset, this might be the opportunity you’ve been waiting for to put your ideas into action.

Tuesday, June 2 – Those Who Kept Our Offices Running – Clare Hart, CEO Williams Lea

Not all of us left the office back in March. Many of our office services staff remained to make sure that the workplaces most of us left behind, were still operational and ready for when we make our way back to a physical office. Clare Hart, CEO of Williams Lea, provided many of the people who were designated the essential employees who kept the lights on in our offices these past few months. I asked her to talk with me about how she worked with her clients to make that happen, all while keeping everyone safe.

Wednesday, June 3 – Will COVID-19 Be the Great Equalizer for the Legal Industry? – Vivia Chen

Vivia Chen is Senior Columnist at ALM, and Chief Blogger for The Careerist. She talks with me about how the pandemic may finally be the impetus to break large law firms from their vanity. With the cultural and societal changes that will most likely come out of the pandemic, there will be no need for lavish law offices or high-end client events to impress those who no longer want to come to your offices or attend your events. There may be a balancing of the scales between competing law firms based more on the substance of the firms’ quality of service than in the quality of their coffee bar. We cover this as well as how women’s needs are handled as we begin reopening offices, and what the real metric of success will be for law firms in 2020.

Continue Reading Holding Down the Fort

We wanted to produce a special episode of The Geek in Review to discuss the tragedy surrounding the murder of George Floyd and the protests which are going on over the past ten days. While we focus our discussion on the legal industry, the issues are certainly not limited to lawyers and legal professionals. We’ve dedicated the entirety of the episode to this topic.

Just two months ago we had Bryan Parker on the podcast discussing the need to have a better return on investment when it came to legal talent. In the year 2020, two months feels like two years. With the changes resulting from the pandemic, the economy, and now the murder of George Floyd, we asked Bryan to come back and talk with us, and bring along his Legal Innovators business partner and one-time mentor, Jonathan Greenblatt.

In the recent article, What the Death of George Floyd Should Teach the Legal Industry, Bryan Parker (with help from Jon Greenblatt) lays out some internal and external steps that the legal industry can take to contribute to the conversation around race while maintaining a respect for everyone willing to have an honest conversation. There is an enormous amount of privilege and power within the legal community, and those traits should be used to drive real change.

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One of the first things that Parker and Greenblatt stress that we all must do is to check in on one another. As Bryan says in his article, “[f]or starters, your black colleagues and associates are not alright.” This type of interaction and communication shouldn’t be limited to the current new cycle. And, as the stress of the current environment sinks with everyone, there is a need to monitor the mental health of all of our colleagues.

We hope that this conversation leads to more conversations.

You can reach us anytime by tweeting us at @gebauerm or @glambert. Or, you can call The Geek in Review hotline at 713-487-7270 and leave us a message. You can email us at

As always, the great music you hear on the podcast is from Jerry David DeCicca.

As we approach the three-month mark of the pandemic and alternative working environments, it is important to remember that we still provide a service that is focused upon the needs of people. On the In Seclusion Podcast last week, I talked with four consultants and business development professionals to see how they are adjusting to these unique times. The common theme was that we needed to have more personal and professional discussions with our clients, not less. What that means, however, is that those conversations need to be sincere, relevant, helpful, and empathetic. Clients are drinking from a fire hose of information and it is our job as a trusted counsel to guide them through complex issues and make it simple and easy to understand. Listen in on the insights of four leaders in the industry.

Tuesday, May 26 – We’re Getting Used to This New, Ambiguous, Different, and Uncomfortable Work-Life – Marcie Borgal Shunk

Marcie Borgal Shunk of The Tilt Institute, Inc. is used to working closely with attorneys and law firm leadership. Traditionally, this meant gathering large groups of lawyers into a room for hours, or days at a time, and walking through scenarios together. With the current situation, it means having to adjust to fit the online nature of education and training. For many lawyers, this is new, it’s ambiguous, it’s different, it’s uncomfortable… and they’re actually getting used to it.

Wednesday, May 27 – It Turns Out That Law Firms ARE Pretty Adaptable – Tim Corcoran

Tim Corcoran advises law firms on how to improve the business delivery side of things. One of the positive aspects of the pandemic has been the ability for firms to actually look at the processes of their business, and not just focusing on the tools. As we begin to develop a hybrid office where some people will be working in the office, and some will continue to work remotely, it will test how good our management skills really are. Maybe now we’ll give some real management training.

Thursday, May 28 – It’s Time to Put Our Energy Into New Engagement Models – Roy Sexton Continue Reading We Are Still In The People Business

Before the world turned upside down, one of the issues we were following was the Georgia v. Public.Resource.Org case where the State of Georgia brought a lawsuit claiming copyright protection on the annotations for its Official Code of Georgia. Our three podcast series (unintentional) started out with Tom Gaylord discussing the initial filing with the Court, Ed Walters and Kyle Courtney breaking down the oral arguments, and finally, we have today’s final episode with Ed Walters returning and bringing Cornell Law School’s Kim Nayyer, and the Legal Information Institute’s Craig Newton along to discuss the Court’s final ruling.
The Court ruled in Public.Resource.Org’s favor, but our guests aren’t sure how far the opinion actually goes to cover state material beyond the Georgia Code. Could it mean the end of deals between states and vendors like LexisNexis or Thomson Reuters? Does this mean that other materials, such as Regulatory Codes are fair game? We discuss… you decide.

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We spend the entire episode on this topic. Don’t worry, we’ll bring our Information Inspirations back next week.
Listen, Subscribe, Comment
Please take the time to rate and review us on Apple Podcast. Contact us anytime by tweeting us at @gebauerm or @glambert. Or, you can call The Geek in Review hotline at 713-487-7270 and leave us a message. You can email us at As always, the great music you hear on the podcast is from Jerry David DeCicca.