The final assignment for one of my college theory courses was to write at least 32 bars of music for 4 voices, containing 3 key and 2 time signature changes, that demonstrated 6 of 10 special techniques that we’d been taught, all while adhering to the standard rules of 4-part harmony.  And rather than simply writing it out and turning it in, we had to perform it in front of the class.

We were given the final assignment halfway through the course to ensure that we had plenty of time to complete it.  The last week of class was entirely devoted to performing our assignments. Some people played their pieces on piano.  Some dragged string or brass quartets into class. My best friend did his as a barbershop quartet.

The performances were good – most of the class were talented musicians – but the compositions were mostly ‘exercise-like’.  I hate academic exercises. I did then and I do now. I need work to have purpose and meaning beyond simply ‘that’s the assignment’. So while most students stood up and said something like, “this is my final assignment, it was really hard, I’m not a composer, please be nice to me”, I took a very different approach. I went to the front of the class and said something like this…

Our reluctant hero, a young peasant Boy, is approaching the end of his quest. He and his travel companion, an aging Wizard who has mentored the boy throughout their journey, stand on a bluff overlooking a lush green valley.  At the opposite end of the valley is the gleaming city where the Boy’s quest will finally come to an end. The Boy, eager to complete his quest, struggles to contain his excitement, but the Wizard motions for the Boy to come sit by his side.  The Wizard sings…

Continue Reading Lessons from a Former Life #4

Capture d’écran de Musescore 1.2 utilisé sous KDE

When I first moved to NY, I wrote all my music out by hand.  I’d buy staff paper with the lines pre-drawn, and I’d fill in clefs, time signatures, key signatures, measures, notes, etc.  This worked great, except that it was extremely time consuming, labor intensive, and my music notation was almost as bad as my handwriting, so even I had trouble reading it.  Thankfully, at about the same time, affordable music notation programs were coming on the market and surprise surprise, I was an early adopter.  These programs connected a PC or Mac to a keyboard using the Musical Instrument Digital Interface (MIDI) and frankly, there were more than a few bugs in the system.

It was not uncommon for me to spend all day, playing music into the computer, reformatting, spacing it just right, and meticulously editing lyrics, only to have the program crash right before I took a break for dinner.  Just like working in word processors of the time, I learned to save my work often, but unlike word processors, saving work was not necessarily an indication that I could actually retrieve my work later. The midi files would often become corrupted at which point, none of my work was salvageable.

The first few tens of times this happened, I was completely dejected. All of my time and effort was wasted.  My brilliant compositions were lost forever, sacrificed to the fickle and wicked gods of MIDI.  I cursed the software, the computer, the keyboard, and myself for being such a lazy composer.  Mozart never had notation software, and he seemed to do okay.  Every time this happened I would sulk for a while, have stiff drink or two, and start all over again the next day.

Over time I began to notice a pattern emerging.  The work that took me all day to do the day before, only took half a day to complete the second time around, and in the process of recreating my earlier work, I invariably streamlined, simplified, and generally created something markedly better than I had done the day before.  This was universal.  I never once ended up with a worse piece of music having lost my original to MIDI corruption. Over time I came to relish in these opportunities.  I would rock up to dinner with friends, beaming with satisfaction and when they asked why I was so happy, I’d say “I lost all the music I wrote today to corrupt MIDI files.”  Needless to say, they thought I was nuts, but in my experience lost to corruption meant that I was going to create something even better the next day.

Continue Reading Lessons from a Former Life #3

Once upon a time

In my second year of college I started an independent study course with an associate professor to learn music composition.  I’d had years of study, and I figured I knew just about everything there was to know about the theory of music by that point.  I regularly spent hours in the practice room catacombs writing through-composed rock operas that would one day fill arenas of people all singing along.  I didn’t really need composition lessons, but I figured, what the hell, I’m good at this. I’ll get an assignment day one, turn it around in an hour and spend the rest of the week writing my own stuff.  Easy A.

On day one, I showed up and the professor asked me to play some of my music, so he could understand where I was in my development as a composer.  I played a handful of my latest hits.  These were pieces that all of my friends loved.  One was raucous and loud, with a catchy melody and wild bluesy piano riffs.  One was sweet and quiet, and guaranteed to make every girl’s mother cry.  Some were upbeat and fun, and some were boisterous and stirring.  I chose these pieces to show off my range of styles and emotions.

The professor was very complimentary.  It clearly wasn’t the kind of music he wrote or listened to, but he could appreciate my passion and recognized that I had talent.  He thought about it for a moment and said, “Okay, here’s your assignment for the week, I want you to write a melody.”

“Great, yep.  Any particular style?  Time signature?  Key?”

“Nope, I don’t care about any of that. But I want it to be a single stand-alone melody of at least 32 bars.”

“Cool, uh huh.  Got it. Can do.”

“Using only two intervals.”

I swear someone in the other room pulled a needle across a record at that very moment.

Continue Reading Lessons from a Former Life #2

via Giphy

When I was a young man, I hated practicing the piano.  Beethoven. Haydn. Schumann. Boring. And truth be told, I was never a very good pianist, but I loved playing the piano.  I would sit and play for hours, not any written music mind you, I was just exploring the keyboard, trying different combinations, listening to the various harmonies and dissonances that I could create.  My mother tells horror stories of hours of the same 4 chords played with slight variation, over and over and over again and again and again until she would scream, “Don’t you have some MUSIC to practice?”

My piano teacher knew I was never going to be a great pianist, but in the fifth grade she made a deal with me.  For every great masterwork I learned, I could create my own.  From that moment on, I always played two pieces at each recital.  One boring piece some dead white European guy (DWEG) wrote, and one brilliant original McClead composition. Continue Reading Lessons from a Former Life #1

I’ve gotten a bit of grief from friends and colleagues for starting a series of blog posts on lessons I learned from my time as a musician and composer that I now use every day in my capacity as a legal technologist, then building to the announcement that I’m starting my own consulting company, and then immediately dropping off the face of the earth again.  I will come back to that series shortly, I promise, but as you can imagine I’ve been all consumed with the new company for the last few months.

As I write this, I am sitting on a train from New York to Boston to attend the College of Law Practice Management Futures Conference, where I and Geek #1 will be inducted as fellows.  Toby and Casey are already fellows, so we’re quickly approaching Phase 2 of 3 Geeks World Domination, (ed. – First rule of 3GWD: We don’t talk about 3GWD, Ryan!) but my 4-hour train journey gives me a bit of time to reflect, regroup, and rewrite.

The interesting thing about starting a company in the midst of a series of posts about lessons from a past life, is that it makes me think a lot about how I’ll use the lessons I’m learning today in my future endeavors. Here are a few lessons I’ve learned in recent weeks that I’m planning to keep in mind as I go forward.

1) Approach new opportunities as if you know nothing. Continue Reading Lessons for a Future Life

Cat Moon and Mark Williams return to The Geek in Review wearing two hats, plus one tiara. The conversation starts at Vanderbilt’s inaugural AI Governance Symposium, where “governance” means wildly different things depending on who shows up. Judges, policy folks, technologists, in-house leaders, and law firm teams all brought separate definitions, then bumped into each other during generous hallway breaks. Those collisions led to new research threads and fresh coursework, which feels like the real product of a symposium, beyond any single panel.

One surprise thread moved from wonky sidebar to dinner-table topic fast, AI’s energy appetite and the rise of data centers as a local political wedge issue. Mark describes needing to justify the topic months earlier, then watching the news cycle catch up until no justification was needed. Greg connects the dots to Texas, where energy access, on-site generation, and data-center buildouts keep lawyers busy. The point lands, AI governance lives upstream from prompts and policies, down in grids, zoning fights, and infrastructure decisions.

From there, the episode pivots to training, law students, and the messy transition from “don’t touch AI” to “your platforms already baked AI into the buttons.” Mark shares how students now return from summer programs having seen tools like Harvey, even if firms still look like teams building the plane during takeoff. Cat frames the real need as basic, course-by-course guidance so students gain confidence instead of fear. Greg adds a perfect artifact from the academic arms race, Exam Blue Book sales jumping because handwritten exams keep AI out of finals, while AI still helps study through tools like NotebookLM quiz generation.

Governance talk gets practical fast, procurement, contract language, standards, and the sneaky problem of feature drift inside approved tools. Mark flags how smaller firms face a brutal constraint problem, limited budget, limited time, one shot to pick from hundreds of products, and no dedicated procurement bench. ISO 42001 shows up as a shorthand signal for vendor maturity, though standards still lag behind modern generative systems. Marlene brings the day-to-day friction, outside counsel guidelines, client consent, and repeated approvals slow adoption even after a tool passes internal reviews. Greg nails the operational pain, vendors ship new capabilities weekly, sometimes pushing teams from “closed universe” to “open internet” without much warning.

The closing crystal ball lands on collaboration and humility. Cat argues for a future shaped by co-creation across firms, schools, and students, not a demand-and-defend standoff about “practice-ready” graduates. Mark zooms out to the broader shift in the knowledge-work apprenticeship model, fewer beginner reps, earlier specialization pressure, and new ownership models knocking on the door in places like Tennessee. Along the way, Cat previews Women + AI Summit 2.0, with co-created content, travel stipends for speakers, workshops built around take-home artifacts, plus a short story fiction challenge to write women into the future narrative, tiara energy optional but encouraged.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

LINKS:

CAT MOON
Vanderbilt AI Law Lab
VAILL Substack
Women + AI Summit
Practising Law Institute (PLI)
American Arbitration Association (AAA)
Legal Technology Hub

MARK WILLIAMS
Hotshot Legal
The Information
Understanding AI (Timothy B. Lee)
One Useful Thing (Ethan Mollick)
SemiAnalysis
ISO/IEC 42001 standard overview
EU AI Act (Regulation (EU) 2024/1689)
Chip War (Chris Miller, publisher page)

Transcript

Continue Reading Tiara Time and Data Center Politics: Vanderbilt’s AI Governance Playbook with Cat Moon and Mark Williams

In this episode of The Geek in Review, we sit down with Narrative founder John Tertan to talk about law firm pricing, messy data, and why substance matters more than shiny tools. We pick up from our first meeting at the Houston Legal Innovators event, where John had the pricing and KM crowd buzzing, and ask what he is hearing from those teams as they look toward 2026. John explains how Narrative focuses on “agentifying” business-of-law work, starting with pricing and analytics, so firms stop guessing and start grounding decisions in better data. The goal is simple, improve decisions for pricing teams, finance, marketing, and partners who want to win work that also makes financial sense.

John walks through the pain points that drive firms to seek out Narrative, from low realization and high write-offs to tedious non-billable work and a lack of trust in the data behind pitches and budgets. Many firms track key metrics in scattered spreadsheets, checked once in a while rather than used as a daily guide for strategy. Narrative steps into that gap by improving the accuracy of historical matter data, identifying the right reference matters for new proposals, and supporting alternative fee structures. John explains how this foundation supports better scoping, more confident pricing conversations, and far stronger alignment between firm goals and client expectations.

We also dive into John’s founder journey, which runs from Freshfields associate to innovation work, then through venture-backed tech in other sectors before returning to legal. That mix of big law, startup experience, and prior success with HeyGo shapes how he builds Narrative. John talks about serving “mature customers” who expect more than a slick interface, they expect real understanding of their business, their politics, and their constraints. Relationships sit at the center of his approach, not only with clients and prospects, but also with advisors, former firm leaders, and legal tech veterans who guide both product and go-to-market strategy.

The name “Narrative” is no accident, and John explains why time entry narratives sit at the heart of his product. Those lines of text describe what lawyers did, for whom, and why, yet they often sit underused in billing systems. Narrative improves and structures that data, then uses it to highlight scope, track what remains in or out of scope, and surface early warnings when matters drift away from the original plan. John talks through the life cycle, from selecting comparable matters, through modeling AFAs and scenarios, to monitoring work in progress and feeding lessons back into future pricing efforts. Along the way, better transparency supports stronger trust between partners and clients.

We close by asking John to look ahead. He shares his view on how firms will move toward more sophisticated pricing models and better measurement, while the billable hour continues to evolve rather than vanish overnight. Stronger baselines, cleaner matter histories, and better tracking create room for fee caps, success components, and other structures that clients want to sell internally. John also shares how he stays informed through alerts, networks, and a new chief of staff who helps turn those insights into resources for pricing and finance professionals. For listeners who want to learn more or follow Narrative’s work, John points them to narrativehq.com and invites outreach from anyone wrestling with data, pricing, or margin questions inside their own firm.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[Special Thanks to Legal Technology Hub for their sponsoring this episode.]

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript:

Continue Reading From Bad Data to Better Deals: John Tertan on Narrative, Pricing, and Law Firm Relationships

This week we welcome Jane Oxley, Chief Revenue Officer at Smokeball, to discuss the pivotal role of communication in legal organizations and how AI is transforming legal practice management. While normally in Australia, we were lucky enough to find Jane while she was working in Chicago, Jane shares her global perspective on communication challenges, bridging time zones, and the creative ways Smokeball leverages technology to streamline law firm operations. Co-host, Greg Lambert kicked off the show by introducing the concept of “Lambert’s Law,” highlighting that “all problems are communication problems,” setting the tone for an insightful discussion on organizational efficiency.

Jane explains how effective communication structures can reveal the health of an organization, whether through Slack’s rapid exchanges or more traditional law firm channels like email and face-to-face meetings. She notes the unique challenges faced by smaller firms, particularly their focus on casework over internal collaboration. Smokeball addresses these needs by integrating AI tools that help firms manage cases, streamline communication, and reduce administrative burdens, allowing lawyers to feel more in control of their workflows.

Jane Oxley and Marlene Gebauer also discuss the role of AI in enhancing productivity and profitability. Jane describes Smokeball’s AI tool, Archie, which helps automate document creation, email drafting, and summarization tasks. With AI handling routine work, lawyers can dedicate more time to client interaction and higher-value tasks. This shift not only increases efficiency but also helps smaller firms bill more accurately for their time—a long-standing challenge in the legal industry.

Addressing the potential impact of AI on the billable hour, Jane shares her perspective on the slow but inevitable shift toward value-based billing. She emphasizes that while AI enhances efficiency, widespread change in billing models requires education and a mindset shift. Some firms have begun experimenting with alternative billing structures, but the transition is gradual and nuanced, varying by practice area. Ultimately, AI tools empower firms to deliver better client service and justify their fees confidently.

Finally, the discussion highlights ethical considerations in adopting AI, particularly regarding client data privacy and regulatory compliance. Jane advises firms to be vigilant in choosing trusted AI providers and implementing safeguards. She predicts that AI will amplify client expectations for efficiency and responsiveness, but the human side of law—empathy, communication, and trust—will remain irreplaceable. By embracing AI to manage routine tasks, firms can focus on delivering exceptional client experiences, making the human element the true winner in this evolving landscape.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPT

Continue Reading Communication, AI, and the Human Side of Law: Insights from Smokeball’s Jane Oxley

In the legal profession, success is not solely about winning cases but also about building a sustainable practice that endures the test of time. Douglas J. Wood, a veteran entertainment and media lawyer, underscores this in his latest book, From Dawn to Dusk. Wood shares valuable insights on the importance of strategic planning for lawyers and offers advice on navigating the emotional and practical challenges of transitioning out of active practice. His reflections provide a roadmap for legal professionals aiming to build a thriving practice and smoothly transition into retirement.

Wood emphasizes the critical role that a well-structured business plan plays in the success of a legal practice. Drawing from his personal journey, he highlights how he adopted basic business principles early in his career, focusing on creating a detailed, written plan with specific, measurable goals. According to Wood, lawyers often overlook the necessity of such planning, choosing instead to rely on their legal expertise alone. However, by integrating business strategies into their practice, lawyers can significantly enhance their chances of long-term success. Wood’s approach demonstrates that a solid business plan is not just an option but a necessity for those who wish to thrive in the competitive legal landscape.

As lawyers progress in their careers, they inevitably face the challenge of transitioning out of active practice. Wood candidly discusses the emotional strain associated with this process, particularly the sense of irrelevancy that can emerge as one nears retirement. He stresses the importance of having a transition plan in place, one that allows lawyers to gradually step back while ensuring their clients are well taken care of by other attorneys. This transition, Wood argues, should not be left to chance; instead, it should be a carefully managed process that begins years before retirement. His advice serves as a reminder that, just as in the early stages of a career, strategic planning is crucial in the later stages as well.

One of the more pressing issues in today’s legal industry, according to Wood, is the generational gap exacerbated by the shift to remote work during the COVID-19 pandemic. This gap, he believes, threatens the traditional methods of mentoring and knowledge transfer within law firms. The remote working model has disrupted the interpersonal relationships that are essential for passing down wisdom from senior lawyers to younger associates. Wood warns that law firms must find ways to bridge this divide if they are to maintain a cohesive and effective workforce. His observations highlight the need for firms to adapt to the changing work environment while preserving the core elements of mentorship and collaboration that are vital to a firm’s success.

In essence, Wood’s insights offer a comprehensive guide for lawyers at every stage of their careers. From the importance of a well-structured business plan to the challenges of transitioning out of practice, his advice is both practical and deeply reflective of his own experiences. Moreover, his concerns about the generational gap in law firms serve as a timely reminder that the legal profession must evolve with the times while maintaining its foundational practices. For any lawyer looking to build a successful career and plan for a smooth retirement, Wood’s wisdom is invaluable.

Douglas J. Wood’s reflections on building a legal legacy are a testament to the power of strategic planning and foresight in the legal profession. His emphasis on business planning, career transitions, and the generational gap provides a roadmap for lawyers aiming to achieve long-term success and relevance. Wood’s insights serve as a reminder that a successful legal career is not just about winning cases but about building a practice that endures and evolves.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠

Links:

Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading Transitioning Away from Your Multi-Million Dollar Practice: Douglas J. Wood

In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert have an illuminating discussion with Christina Wojcik, the new Managing Director of Corporate for LexFusion. Christina has over 20 years of experience pioneering innovation in the legal services and technology space.

The conversation covers Christina’s diverse background and journey into legal tech, including formative experiences at companies like Pangea3, IBM, Seal Software, and Citi. She shares key lessons learned about the importance of visionary leadership, solving real client problems, and embracing a fearless, entrepreneurial spirit.

Christina provides insights into top pain points for legal departments today, especially at highly regulated organizations like major banks. She discusses the cautious approach many are taking with emergent technologies like generative AI—treating it like a “monster behind the door” to be carefully studied before fully unleashing.

Christina advocates for “failing fast” when testing innovations, allowing for rapid iteration in a safe sandbox environment. She explains her rationale for joining LexFusion and how she hopes to leverage her well-rounded expertise to drive value for legal tech providers and clients alike.

The conversation concludes with Christina’s predictions for the legal industry’s evolution in areas like AI adoption, CLM consolidation, and new service delivery models. She provides a fascinating insider perspective on the future of legal innovation.

Listen on mobile platforms:  ⁠Apple Podcasts⁠ |  ⁠Spotify⁠ | YouTube (NEW!)

Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠
Threads: @glambertpod or @gebauerm66
Voicemail: 713-487-7821
Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

Transcript

Continue Reading Unleashing the Legal Monster Behind the Door – LexFusion’s Christina Wojcik (TGIR Ep. 221)