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This week, we welcome back Ed Walters, Chief Strategy Officer at vLex, to discuss the latest advancements in legal AI. The conversation covers the evolving role of AI in legal research, the integration of multimodal AI capabilities, and the ethical considerations surrounding the technology. With the rapid pace of innovation in AI-powered tools, Walters provides insights into how vLex is adapting and pushing the boundaries of legal technology. His perspective underscores the importance of structured legal data, security measures, and law firms leveraging their proprietary data for competitive advantage.

One of the key topics discussed is the impact of reasoning models in AI-powered legal research. Walters notes how tools such as OpenAI, Gemini, and Anthropic’s latest models are transforming legal workflows by enabling more sophisticated research capabilities. These tools allow for more human-like interactions with AI, increasing efficiency in knowledge work by reducing non-billable research time. Walters emphasizes that while these advancements are impressive, legal professionals should always verify AI-generated content, ensuring that human judgment remains the final step in legal analysis.

A particularly exciting development discussed in the interview is vLex’s recent integration of multimodal AI capabilities, enabling the analysis of audio and video files. Walters explains how this feature allows lawyers to transcribe and analyze depositions, oral arguments, and client intake interviews securely within Vincent AI’s SOC 2 Type 2 compliant environment. This breakthrough provides legal professionals with enhanced efficiency in document review and litigation preparation, reinforcing vLex’s commitment to transparency and usability. The discussion highlights how these features bridge the gap between traditional and AI-powered legal workflows, streamlining processes while maintaining high-security standards.

The conversation also explores vLex’s integration of docket alarms into litigation workflows, allowing legal professionals to generate comprehensive profiles of opposing counsel and judges. This tool enables lawyers to analyze patterns in case filings, settlement tendencies, and motion success rates. Walters emphasizes that the ability to synthesize vast amounts of structured litigation data provides firms with a strategic advantage. However, he also acknowledges the ethical implications, stressing the need for transparency in AI-generated insights to maintain the integrity of legal practice.

Finally, Walters shares his thoughts on the future of legal AI, predicting a shift toward the integration of law firms’ proprietary data with public datasets. He highlights vLex’s new initiative, Vincent Studio, which allows firms to create bespoke AI-driven workflows tailored to their specific needs. This, he argues, is the next frontier in legal tech, where law firms transition from passive AI adoption to active AI-driven innovation. As the industry continues to evolve, Walters reinforces the idea that while AI enhances legal practice, human expertise and oversight remain irreplaceable. His insights provide a compelling vision of how legal professionals can leverage AI to augment, rather than replace, their legal expertise.

  • Vincent Studio Request: beta@vlex.com

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

TranscriptContinue Reading Beyond Legal Research: Ed Walters on vLex’s Next Big Leap in Law

This week on The Geek in Review, we welcome Zach Posner, co-founder and managing director of The Legal Tech Fund. Zach brings a dynamic mix of first‐hand experience and visionary insight into the world of legal tech investments. The conversation kicks off with a discussion of recent high-profile funding rounds—such as Harvey’s $300 million raise—and the growing influx of generalist VC interest in the legal space. This episode sets the stage by framing legal tech as a rapidly evolving market that’s finally getting the spotlight it deserves.

Decoding Funding Dynamics and Early-Stage Challenges
A key portion of the discussion centers on the inefficiencies of early-stage funding in the legal tech arena. Zach explains that, unlike public markets with readily available metrics, early-stage investments rely heavily on personal relationships and entrepreneurial trust. He highlights how the lack of data and public comparables makes each handshake a significant moment of risk and opportunity. The dialogue provides listeners with an insider’s perspective on why leadership credibility and entrepreneurial vision are often more critical than raw business metrics in legal tech startups.

Community Building and Collaborative Innovation
Another major theme in the conversation is the importance of community and collaboration. Zach underscores that the Legal Tech Fund isn’t just about injecting capital—it’s about cultivating an ecosystem where startups, law firms, and legal departments work hand-in-hand. The fund’s unique approach of engaging with 65 different portfolio companies daily has fostered a network that benefits from shared insights and strategic partnerships. This community-first approach, according to Zach, is instrumental in driving both innovation and seamless product integration for legal professionals.

Embracing AI and User-Centric Solutions
The conversation takes a forward-looking turn as Zach discusses how artificial intelligence is revolutionizing legal workflows. While many legal tech innovations focus on enhancing efficiency, he stresses that creating an exceptional user experience is paramount. Zach notes that the rapidly evolving AI landscape demands that legal tech startups not only keep pace with technological advancements but also prioritize intuitive design and seamless integration. This approach helps ensure that even as technology becomes more powerful, it remains accessible and directly relevant to the end user.

Looking Ahead: The Future of Legal Tech
Wrapping up the episode, Zach offers a crystal ball view of the future, predicting that the next few years will see even more dramatic changes in legal tech. From AI-driven workflow automation to innovative partnerships between law firms and startups, the sector is poised for transformative growth. He encourages legal professionals to experiment, learn continuously, and stay curious about emerging technologies. For listeners eager to explore further, Zach directs them to legaltech.com and TLTFsummit.com, promising more insights and upcoming announcements. This episode is a must-listen for anyone interested in the convergence of law, technology, and innovation.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading A Deep Dive into Legal Tech Investment with TLTF’s Zach Posner

This week, we welcome Gabriela “Gaby” Isturiz—a serial entrepreneur, legal tech pioneer, and co-founder of The XX Fund. Gaby’s impressive background includes building multiple high-growth SaaS companies that were acquired by Fortune 500 firms, and her transition into venture capital has fueled a mission to support women-led startups. The conversation sets the stage by delving into the rapid evolution of legal tech, with a special focus on the challenges and opportunities presented by generative AI.

Gaby dives into the transformative impact of generative AI on the legal tech landscape. She highlights how startups are racing to adopt the latest AI capabilities yet warns that simply labeling a product as “AI-powered” does not guarantee success. Drawing on research that compared customer responses to landing pages with and without explicit AI mentions, she underscores the critical importance of balancing technological buzzwords with clear, tangible value propositions. For enterprise customers, the promise of AI must translate into concrete benefits rather than inflated expectations.

The discussion then shifts to the hurdles of scaling a legal tech business. Gaby explains that the journey from achieving problem-solution fit to securing product-market fit involves a series of challenges—from attracting early customers and retaining them, to navigating the complexities of scaling operations and talent acquisition. In an industry where incumbents hold significant distribution advantages, Gaby advises startups to adopt a laser-focused approach. By outperforming established players in specific niches and iterating rapidly, nimble startups can gain a foothold even against the so-called 800-pound gorillas of the market.

A significant portion of the episode is dedicated to exploring the mission behind The XX Fund. Gaby shares her personal journey—from leaving a high-paying role to build solutions that truly matter, to her realization that mentorship and strategic investment could empower the next generation of women founders. She explains how The XX Fund specifically targets early-stage tech and tech-enabled companies with valuations under $10 million, aiming to address the stark funding disparities faced by women-led ventures. Gaby’s passion for providing both capital and access resonates throughout the conversation, as she emphasizes that creating an inclusive ecosystem benefits the entire industry.

Looking ahead, Gaby offers a forward-looking perspective on the future of legal tech and professional services. She predicts that while technological advancements like AI will continue to disrupt workflows and streamline operations, the real challenge lies in mastering go-to-market strategies. Legal tech startups must not only innovate but also clearly communicate the value of their solutions to a market inundated with new tools and applications. Gaby’s crystal ball insight reminds us that success in this rapidly changing environment depends on a delicate balance between technological prowess and strategic customer engagement, ensuring that innovation translates into sustainable growth.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Links:

Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPTContinue Reading The Fund XX’s Gabriela Isturiz on AI, Scaling, and Empowering Women Entrepreneurs

This week, we are joined by Atena Reyhani, Chief Product Officer at ContractPodAi, for an engaging discussion on the intersection of AI innovation and the legal industry. Atena brings her deep expertise in AI-driven product development and shares insights into the trends shaping legal technology and how ContractPodAI is at the forefront of this transformation.

The conversation kicks off with a focus on the prevalence of conversational user interfaces (CUIs) in modern legal tech tools. Atena explains that CUIs, inspired by platforms like ChatGPT, are intuitive and reduce the cognitive load for users, making adoption easier. “Conversational user experience is now one of the ways of interacting with super intelligence,” she notes, highlighting how this design helps bridge the gap between human communication and AI capabilities. Atena also predicts a future shift towards deeper human-AI collaboration, moving beyond simple interactions to robust tools that integrate seamlessly with user workflows.

When asked about the challenge of brand differentiation in a landscape where many tools appear similar, Atena emphasizes the importance of moving from basic chatbots to comprehensive, end-to-end solutions. She points to the rise of agentic AI, where multiple AI agents work together to provide dynamic, actionable insights. According to Atena, “AI can now analyze information, outsource tasks, and dynamically engage multiple AI agents to perform end-to-end operations,” paving the way for truly intelligent legal platforms.

Atena delves into how ContractPodAi leverages AI to address real-world challenges in legal operations. With its Lea AI solution, the company has expanded beyond contract lifecycle management (CLM) to broader enterprise applications such as compliance and obligation management. Atena reveals an exciting new initiative, the Lea Marketplace, which she describes as “a one-stop shop for enterprise legal GenAI,” likening it to the Salesforce or Microsoft Marketplace. This platform will enable partners and subject matter experts to accelerate innovation through collaborative, industry-specific solutions.

Reflecting on her career in AI and her recognition as an award-winning innovator, Atena speaks passionately about the tangible impact of AI on businesses and individuals. She also underscores the importance of diversity in technology development, stating, “Women bring a diverse perspective that is crucial for innovation.” Atena encourages more women to step into leadership roles and shape the future of AI and legal tech.

The episode concludes with Atena’s predictions for the legal tech industry. She identifies key challenges, including aligning AI capabilities with organizational needs and ensuring effective user adoption. “It’s one thing to have the technology and another to use it to its full potential,” she observes, stressing the importance of strategic deployment, training, and change management. Atena’s optimistic vision underscores the vast opportunities for AI to revolutionize legal operations.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Blue Sky: ⁠⁠@glambertpod⁠⁠ ⁠⁠@marlgeb⁠⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

TranscriptContinue Reading The Evolution of AI in Legal Tech: A Conversation with ContractPodAi’s Atena Reyhani

This week we welcome Bobby Puglia, Chief Product Officer at Bloomberg Industry Group, to discuss Bloomberg Law’s latest generative AI-powered tools: Bloomberg Law Answers and Bloomberg Law AI Assistant. Bobby provides an insightful look into how these tools are designed to revolutionize legal research by making it faster, more intuitive, and seamlessly integrated into users’ workflows. The conversation begins with a discussion about the challenges of capturing the attention of legal professionals and the strategies that can bridge the gap between innovation and adoption.

Addressing “Tool Fatigue” and Driving Innovation Adoption

Bobby delves into the strategies behind overcoming “tool fatigue,” a common challenge in the legal industry. He highlights the importance of understanding specific user pain points and delivering targeted solutions. Marlene shares how peer advocates within law firms can champion the adoption of new tools, while Greg emphasizes the need for tailoring communication to align with the unique needs of different legal professionals. These insights reveal Bloomberg’s thoughtful approach to encouraging the adoption of its cutting-edge tools.

Inside Bloomberg Law Answers and AI Assistant

Bobby explains how Bloomberg Law Answers uses generative AI to provide concise, transparent answers directly in search results. With citations and detailed attributions, the tool seamlessly integrates into existing workflows. Meanwhile, the AI Assistant offers a groundbreaking way to interact with legal documents—allowing users to summarize, interrogate, and ask specific questions confined to the document’s “four corners.” These tools are designed to save time and enhance productivity for attorneys and legal researchers.

User-Centric Design and Quality Assurance

The discussion highlights Bloomberg’s user-focused development process, including its Innovation Studio, which uses pre-beta testing to refine tools based on user feedback. Bobby outlines how this iterative approach improves content sourcing, interface design, and overall functionality. Robust benchmarking, guardrails, and human-in-the-loop testing ensure that Bloomberg’s AI tools maintain the highest standards of accuracy and reliability.

The Future of AI in Legal Workflows

Looking ahead, Bobby shares his vision for generative AI’s role in reshaping the legal industry. He predicts a future of integrated, customizable workflows that reduce time spent on routine tasks, allowing legal professionals to focus on high-value work. The conversation also explores how Bloomberg plans to expand its AI Assistant to tackle broader research tasks, streamline navigation, and enable seamless integration with platforms like Microsoft.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Blue Sky: ⁠⁠@glambertpod⁠⁠ ⁠⁠@marlgeb⁠⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPT

Continue Reading From Workflow to Innovation: Bloomberg Law Answers and AI Assistant with Bobby Puglia

This week, we kick off the new year with ⁠Patrick Ip⁠, co-founder and CEO of ⁠Theo AI⁠. Patrick joins the podcast to discuss his journey from Google to entrepreneurship and how his company is leveraging AI to transform legal workflows. As the legal industry begins to embrace AI, Patrick shares his unique perspective on opportunities, challenges, and the ethical considerations surrounding these groundbreaking technologies.

The conversation begins with a fascinating discussion about a recent pro se lawsuit where AI tools like OpenAI’s GPT-4 and others played a pivotal role in drafting a complex complaint. Patrick and the hosts delve into the implications of this case for legal professionals, highlighting the advancements in AI’s capabilities and the need for caution when non-experts wield these tools. The discussion provides a critical lens on the ethics, risks, and reliability of integrating AI into the legal process.

Patrick shares the inspiring backstory of Theo AI, rooted in his rich professional journey, which spans work at the United Nations, launching startups, and being part of a Nobel Peace Prize-nominated project at Google. At Theo AI, Patrick has combined his entrepreneurial spirit with his legal expertise to develop tools that make legal predictions more accessible and reliable. From managing client expectations to transforming litigation funding, Theo AI’s innovative use of synthetic and firm-level data is driving efficiencies and fostering better decision-making across the legal landscape.

The discussion also ventures into the practical applications of Theo AI, particularly for litigation funders and law firms. Patrick explains how Theo AI compresses case review time from weeks to mere minutes, offering predictive insights that help legal professionals assess case viability, manage risk, and optimize workflows. He emphasizes the role of trust and transparency in AI development, ensuring the technology is both robust and aligned with ethical practices.

As the episode concludes, Patrick reflects on the future of AI in the legal industry, forecasting that the most transformative advancements will seamlessly integrate into existing tools like Microsoft Word and Outlook. He also shares his broader philosophy of balancing work with personal passions, drawing inspiration from his experiences as an entrepreneur, coffee aficionado, and triathlete. This engaging conversation is a must-listen for anyone interested in the evolving role of AI in legal technology and beyond.

Links:

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Blue Sky: ⁠⁠@glambertpod⁠⁠ ⁠⁠@marlgeb⁠⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPT

Continue Reading Patrick Ip: How Theo AI is Redefining Legal Predictions

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

This week, we talk with Elena Tsalanidis and Justin Hansky, co-founders of Deeligence, a revolutionary due diligence workflow tool. Hailing from Australia, this dynamic duo delves into the challenges of traditional due diligence processes and how their AI-powered platform aims to streamline and optimize legal workflows for greater efficiency and accuracy.

Elena Tsalanidis and Justin Hansky share their personal journeys that led to the creation of Deeligence. From Elena’s background in human rights litigation and her experience working at Buckingham Palace, to Justin’s tenure as an M&A lawyer, their combined expertise and insights have laid the foundation for an innovative solution in legal tech. Their unique approach to addressing inefficiencies in due diligence is rooted in their deep understanding of both the practice and business of law.

The hosts and guests explore the skepticism surrounding generative AI in the legal field, including transparency and the accuracy of outputs. Elena and Justin emphasize that Deeligence prioritizes clarity and user trust by integrating human oversight into the process. They outline how their platform simplifies document review, reduces the need for exhaustive scoping, and enables legal professionals to identify key contract provisions quickly and confidently.

Implementing new technologies in law firms often encounters resistance due to entrenched practices and security concerns. The Deeligence team discusses their strategies for encouraging adoption, from ensuring ease of use to providing verifiable results. They also highlight the importance of fostering internal champions who recognize the value of modern tools in enhancing legal service delivery and client satisfaction.

Deeligence challenges the traditional billable hour model by enhancing the efficiency of tasks like due diligence. The platform allows firms to offer fixed-fee models without compromising the quality of their work, enabling them to surface critical issues across all documents instead of relying on selective reviews. This shift promotes more comprehensive client outcomes and cost predictability, marking a significant transformation in how legal services are delivered.

Looking ahead, Elena and Justin discuss their aspirations for Deeligence, including expanding into international markets like the US and UK. They express their commitment to staying at the forefront of legal tech innovation, continually improving their platform to meet evolving industry needs. Their insights underscore a broader trend of specialized, user-focused AI solutions redefining the legal landscape.

Listeners are invited to connect with Elena and Justin to learn more about Deeligenceand its impact on legal workflows. This episode provides a compelling look into how technology and a fresh perspective can address long-standing challenges in the legal profession.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

TRANSCRIPT

Continue Reading Revolutionizing Due Diligence: Elena Tsalanidis and Justin Hansky From Deeligence

This week we welcome back Laura Leopard and Phil Flora from Leopard Solutions to discuss their latest innovation, the PROWESS platform. This newly launched tool aims to transform the way corporate legal departments manage and evaluate their relationships with outside counsel. As Leopard Solutions embarks on this new phase after its acquisition by SurePoint, Laura and Phil delve into how PROWESS brings unprecedented capabilities to legal teams by centralizing data, enhancing decision-making, and simplifying the selection process of legal talent.

Laura explains that the PROWESS platform was born out of the need to streamline the outdated methods many in-house legal teams use to locate outside counsel. Rather than relying on personal contacts or spreadsheets, PROWESS leverages Leopard Solutions’ extensive database of over 6,000 law firms to offer data-driven insights. The platform allows legal departments to search for attorneys and law firms by specialization, diversity metrics, and even billing structures, providing a comprehensive overview that helps corporate counsel make informed, strategic choices for their legal needs.

One of the key features of PROWESS is its 360-degree firm report and ranking system, powered by Leopard Solutions’ unique data-driven methodology. Phil explains how the platform’s rankings go beyond traditional metrics, focusing on firm growth, retention, and diversity within the attorney ranks. By incorporating continuous updates and client feedback, the ranking system serves as a real-time indicator of a firm’s standing in the market. Over time, the platform will enable in-house teams to provide feedback on engagements, further refining the rankings and enabling firms to showcase the quality of their work.

The PROWESS platform also offers law firms an opportunity to proactively market their strengths. Law firms can contribute their own data to the platform, such as alternative fee arrangements and attorney billing rates, which helps them stand out in searches. Laura and Phil highlight how this “passive marketing” tool allows firms to differentiate themselves in a competitive market, as corporate clients can explore and assess options they may not have previously considered. Phil emphasizes that this feature is particularly valuable for smaller and mid-sized firms, allowing them to compete alongside larger firms by showcasing their specific expertise.

In closing, Laura and Phil share their vision for the future of PROWESS. They envision it evolving into a more comprehensive marketplace, potentially allowing firms to bid on posted matters. Both are excited about the potential for increased transparency and efficiency in the legal industry as PROWESS matures, facilitating stronger relationships between law firms and in-house legal teams. With plans to integrate AI-driven features and client feedback mechanisms, Leopard Solutions is poised to shape the future of legal talent management and engagement.

Links:
Leopard Solutions PROWESS

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

TRANSCRIPT

Continue Reading Revolutionizing Legal Talent Management: Laura Leopard and Phil Flora on PROWESS from Leopard Solutions