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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Laura explains that the PROWESS platform was born out of the need to streamline the outdated methods many in-house legal teams use to locate outside counsel.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

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPT

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

As we navigate the fast-evolving world of artificial intelligence, Retrieval-Augmented Generation (RAG) models have become a staple in the legal industry. These models combine information retrieval with natural language generation, offering legal professionals new ways to efficiently manage complex data and generate relevant, insightful responses.  There are several different types of RAG models, so it

In a recent episode of “The Geek in Review” podcast, hosts Marlene Gebauer and Greg Lambert interviewed a team of innovation leaders from the law firm Faegre Drinker. The guests included Shawn Swearingen, Chief Innovation Officer; David Gross, Design Lab co-founder; and Ruben Gonzalez, Design Lab Director. The discussion centered around the relaunch of Faegre Drinker’s Legal Design Lab in Scottsdale, Arizona, exploring its origins, evolution, and impact on legal problem-solving.

The Legal Design Lab’s inception traces back eight or nine years when an associate at the firm, Helen Chacon, reconnected with her Stanford Law School friend Margaret Hagan, who was pioneering the concept of legal design. Intrigued by the idea of applying design thinking—a user-focused, empathetic approach to problem-solving long used in other industries—to the legal field, the firm embarked on a deep dive into the methodology. This included David (DJ) Gross auditing courses at Stanford’s D-School and team members like Kate Razavi designing courses on visual advocacy at the University of Minnesota Law School.

The relaunch and relocation of the Design Lab to Scottsdale were influenced by several factors, notably the firm’s merger that expanded its geographic footprint and the practical considerations brought about by the COVID-19 pandemic. The move allowed the firm to acquire a significantly larger and more cost-effective space. With input from architects, designers, and Margaret Hagan herself, the new lab was designed to be a flexible, creative environment featuring movable furniture and an industrial aesthetic, fostering collaboration and innovation.

Throughout the podcast, the team shared concrete examples of how design thinking has been instrumental in solving complex legal challenges. One such example involved simplifying a profitability tool for lawyers by using a color-coded system akin to credit score reports, making it more accessible and actionable. Another highlighted the use of tennis balls to demystify crystallography during a jury trial, showcasing how visual aids and empathetic explanations can lead to successful outcomes. These instances underscore the lab’s focus on user-centric solutions and visual advocacy to enhance understanding and efficiency in legal processes.

The guests also discussed the challenges of integrating design thinking within the traditional legal framework, particularly in encouraging open-mindedness and collaborative participation among lawyers and clients. They emphasized the importance of a learning mindset, active listening, and the willingness to embrace creativity and risk-taking. To further disseminate these ideas, the team mentioned an eBook available on their website, aimed at introducing legal professionals to design thinking and visual advocacy concepts.

Links:

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

 

TranscriptContinue Reading Designing the Future of Law: Inside Faegre Drinker’s Legal Design Lab Relaunch

In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert are joined by Carolyn Austin, Director of Practice Innovation at K&L Gates; Brendan McDonnell, Partner at K&L Gates; and Abdi Shayesteh, CEO of AltaClaro. The conversation delves into innovative legal education strategies and the integration of generative AI in legal practice, highlighting how experiential learning platforms are shaping the future of legal training.

Abdi introduces AltaClaro’s experiential learning platform, designed to make lawyers practice-ready through simulation-based training. Utilizing a “Learn, Do, Review” methodology, the platform presents associates with real-world assignments, provides feedback from seasoned practitioners, and facilitates live review sessions. This approach aims to build confidence, enhance critical thinking skills, and improve efficiency among legal professionals by immersing them in practical scenarios that mirror actual legal work.

Brendan discusses K&L Gates’ longstanding commitment to innovation and education within the legal industry. He reflects on the firm’s history of embracing technology—such as developing one of the first e-discovery platforms—and its proactive stance on integrating generative AI into legal workflows. Recognizing the transformative potential of AI, K&L Gates formed an AI Solutions Group to prepare attorneys and allied professionals for the technological advancements reshaping legal practice.

Carolyn explains how K&L Gates collaborated with AltaClaro to develop specialized training programs focused on generative AI, including prompt engineering and supervisory courses. These programs address the challenges partners and managers face when integrating AI tools into their workflows, emphasizing ethical considerations, risk assessment, and effective supervision. The partnership ensures that all firm members, from associates to senior partners, are equipped with the necessary skills to use AI responsibly and effectively.

The guests explore the broader implications of AI adoption in the legal field, discussing challenges such as change management, ethical obligations, and the need for data-driven practices. They highlight the importance of fostering a culture of continuous learning and collaboration to stay ahead in a rapidly evolving industry. Looking toward the future, they express optimism about AI’s potential to enhance legal services, improve access to justice, and drive innovation, emphasizing the critical role of education and adaptability in this transformation.

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

 

TranscriptContinue Reading Bridging Legal Practice and AI: K&L Gates and AltaClaro Innovate Legal Training

This week, we sit down with Rachael Bosch, the founder and managing director of Fringe Professional Development, to discuss the importance of communication and leadership development within the legal industry. Rachael, with her extensive background in law firm talent management and certifications from prestigious institutions like the NeuroLeadership Institute, Harvard Law School, and Cornell University, offers valuable insights into the role of brain-based coaching in fostering effective workplace environments. Her passion for helping professionals grow and succeed shines through as she discusses her journey from a decade-long career in law firm talent management to founding Fringe Professional Development.

Rachael explains her decision to leave a stable career at Paul Hastings to start her own company, citing her love for professional development and her growing interest in communication challenges within law firms. She describes how these challenges often stem from poor communication practices, such as being too direct, too passive, or using the wrong platform, which can lead to misunderstandings and inefficiencies. Rachael’s background in theatrical performance also contributes to her fascination with human behavior and motivation, which she has channeled into developing innovative training programs that focus on improving workplace communication and leadership.

The conversation delves into the concept of brain-based coaching, a method that combines neuroscience and leadership development to help professionals understand and improve their communication and leadership skills. Rachael emphasizes the importance of self-awareness and emotional intelligence in effective communication, noting that many professionals struggle with these aspects. She explains how brain-based coaching helps individuals recognize cognitive distortions and other psychological barriers that can hinder their ability to communicate effectively. By grounding coaching in neuroscience, Rachael is able to offer a more fact-based approach that resonates with her often-skeptical audience of lawyers.

Rachael also shares some of the challenges she has faced in promoting coaching within law firms, particularly the resistance from attorneys who believe that only other attorneys can truly understand their issues. She argues that the “clarity of distance”—the idea that a coach who is not deeply entrenched in the legal industry can offer a more objective perspective—is actually a strength in coaching. Additionally, Rachael highlights the importance of upward feedback in professional development, describing how Fringe Professional Development’s tools help law firms gather and utilize feedback to improve leadership and team dynamics.

Rachael predicts that the legal industry will face a conflict between a new generation of partners who deeply care about creating supportive work environments and a new generation of associates who maintain a more detached, boundary-driven approach to work. She emphasizes the need for bridging this gap to create cohesive, caring teams. Rachael’s insights provide valuable takeaways for legal professionals looking to improve their communication and leadership skills, as well as for firms aiming to create more human-centered workplace cultures.

Fringe Professional Development Toolkit

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Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading Building Better Lawyers: Rachael Bosch on Brain-Based Coaching and Communication in Law Firms

Hiking the Windsor Trail in the Pecos Wilderness

I’m not a backpacker. Sure, I’ve gone on day hikes with a rucksack and granola bars. I regularly go kayaking in alligator infested bayous (still haven’t seen one in the water), I have even been glamping under the big and bright Texas stars. Yet, with the exception of scouting experiences as a child and one ill-fated camping trip in a truck pop-up tent, at the end of the day, I have always found my way back to a comfortable bed and a shower. Until a couple weeks ago, when I agreed to go backpacking in the wilderness of New Mexico.

My partner in crime, trail name Chiripada, has done this before and loves it. He picked up his trail name from a winery we passed, and it turned out to be more apropos than we realized. Like many Spanish idiomatic words and phrases, translation into English does not necessarily capture the subtlety of the true meaning. Chiripada is one of those words. It roughly means “unexpected luck” or good luck within bad luck. An example is that you spill your coffee, but you find money under the table when you clean up. That was much of our trip in a nutshell.

You would not think a career in legal innovation would prepare you for your first backpacking trip, but surprisingly, similar lessons can be applied to both.

1. Expect the Unexpected

Just like handling evaluations of tools, nothing ever goes completely according to plan. And we had more than a few things not go according to plan. Thankfully our chiripada prevailed–no one was injured and no major damage occurred.

We knew Hurricane Beryl would hit land in Texas, but at the time of our departure, it was not estimated to have a great impact where I live. Nevertheless, I prepared my family, stocking up with water and food (bread and milk!), and lots of instructions. Which turned out to be a good thing because the day before the storm hit, we discovered the eye was going right over my town.

It wasn’t supposed to storm at Williams Lake (elevation 11040 feet). There was not supposed to be thunder and lightning and cold temperatures. I can now say a severe thunderstorm at elevation in a tent is quite a different experience than when you are sitting in your house. At home, you worry the power will go out. In the wilderness, you worry you will get struck by lightning. We survived and had a brisk but lovely hike down the mountain early the next morning.

We never made it to one camping destination at Stewart Lake (elevation 10232 feet) (more on that later). We were lucky to find one flat spot before it got dark. Thankful, we settled in for the night only to be awakened at 3:00 am by an irritated bear. I know it was irritated because I looked up “bear sounds” after our return to civilization and learned that huffing means a bear is upset. Which was likely because a tent with smelly humans was on its turf. We sat in the dark, tense and listening until our guest moved on into the night.

2. But Prepare as Best You Can

When evaluating tools, it is necessary to prepare. You assess tools, you prepare requirements and questions to ask vendors. When you are presenting, you make an outline, craft a presentation and review it.

My job for this trip was to prepare the itinerary and book the rooms we would stay in between hiking jaunts (I would be useless figuring out what to pack-I left that to the expert). I took my job seriously, making an excel sheet of the places we would go, careful to include driving distance, hiking distance and anticipated time allotted for each. Did we completely adhere to this itinerary? No. Was it useful to know our timeline and keep track of our days (you do forget what day it is)? Yes.

3. Travel LightContinue Reading Ten Legal Innovation Lessons for the Trail

In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert welcome back Richard Tromans, founder of Artificial Lawyer, after his year-and-a-half sabbatical. Tromans shares his insights on the impact of generative AI on the legal industry and discusses his upcoming Legal Innovators conferences in California and London.

Tromans observes that while the legal industry is generally enthusiastic about the potential of generative AI, there is a stark contrast in the perception of its impact outside the legal bubble. He believes that the technology will have a significant effect on the legal sector, but it will be mostly benign, with the potential to add value to the profession once the hype and cynicism subside.

The key to real transformation, according to Tromans, lies in integrating AI throughout the entire business process, rather than using it as a mere helper tool. This integration should encompass document management systems, knowledge management capabilities, templates, and precedents. However, he emphasizes that the current economic model of the legal industry must adapt to the technology for true transformation to occur.

Tromans also discusses the upcoming Legal Innovators California conference in San Francisco, which will focus on generative AI, standardization, and the infrastructure needed to support the evolving legal landscape. The event will feature speakers from law firms, in-house legal departments, academia, and major tech companies.

Looking ahead, Tromans believes that the biggest challenge for the legal industry over the next two to five years will be the willingness of clients and law firms to embrace change and rethink their processes. He argues that the industry could have adopted AI-driven solutions years ago, but the impetus to do so was lacking. The success of this “gentle revolution” will depend on the ability of clients and law firms to challenge assumptions and adapt to the changing technological landscape.

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Contact Us: 

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

Transcript

Continue Reading Artificial Lawyer’s Richard Tromans: Back to Work!

In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert welcome back Kris Satkunas, Director of Strategic Consulting at LexisNexis CounselLink, to discuss the findings of the 2024 Trends Report. The report, now in its 11th year, provides valuable insights into the legal industry, particularly focusing on hourly rates and spending patterns.

Satkunas explains that the data used in the report comes from the CounselLink Insight benchmarking database, which normalizes and anonymizes data related to matters and billing from CounselLink customers. This year’s report highlights significant increases in hourly rates, with firms relying more heavily on this lever to increase revenue and offset rising costs due to inflation. However, the degree to which rates have increased in recent years is noteworthy, with certain practice areas, such as M&A and IP litigation, commanding even higher rate increases.

Despite the substantial rate hikes, the report shows that blended rates at the matter level are not increasing as much, suggesting that other factors, such as staffing and leveraging, are helping to mitigate individual rate increases. Satkunas also notes that while there is a perception that high rates may drive clients to mid-sized firms, the data does not support this trend, with large law firms maintaining and even growing their client base.

The discussion also touches on the adoption of alternative fee arrangements (AFAs), which has remained relatively stagnant over the years, with only around 10% of matters having some form of AFA. However, Satkunas remains optimistic that the increasing pressure on corporations to manage costs, coupled with the adoption of AI and other technologies, may lead to a greater uptake of AFAs in the coming years.

Looking ahead, Satkunas predicts that rates will continue to rise, but the legal industry will likely see changes in the business model as AI becomes more integrated into legal practices. She emphasizes the importance of in-house counsel investing in the right talent to assess their needs and determine which technologies will best address those needs. Additionally, as AI advances, more transactional work may become commoditized, potentially leading to increased adoption of AFAs for these components of legal matters.

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

Transcript

Continue Reading 2024 Trends Report: Dynamics Shaping the Future of Legal w/CounselLink’s Kris Satkunas

In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert welcome Jeroen Thierens, Strategic Account Advisor, and Jorn Vanysacker, co-founder of Henchman, a Belgian legal tech company that focuses on building an intelligent drafting assistant for lawyers working on complex transactional contracts based on precedents in the firm’s DMS.

Vanysacker shares the story behind Henchman’s founding, emphasizing the importance of solving a clear problem with a focused product strategy. The company’s mission is to unlock the collective knowledge within law firms and legal departments by connecting to their document management systems, recognizing contracts and clauses, and making this information easily accessible within Microsoft Word and Outlook.

Henchman serves both in-house legal teams and law firms, with a customer base spanning from boutique firms to AmLaw 200 firms. The platform addresses two main use cases: drafting transactions and assisting knowledge management teams in gaining data-driven insights to prioritize their work and boost relevant knowledge in search results.

The discussion also touches on Henchman’s integration with Microsoft Copilot, which aims to provide more accurate results when drafting contracts by leveraging the structured data and metadata within the platform. The company’s European perspective is reflected in its language-agnostic system, which works seamlessly with multiple languages, making it an attractive solution for global law firms.

Looking ahead, Vanysacker and Thierens discuss the challenges and opportunities presented by generative AI in the legal industry. While acknowledging the potential of large language models, they emphasize the importance of context and accuracy in transactional work. Henchman’s approach is to use AI as a tool to enhance their product, focusing on providing the next best options rather than just the next best words, ultimately aiming to become the “Chief of Staff” for each legal professional.

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Contact Us: 

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

Transcript

Continue Reading Jorn Vanysacker & Jeroen Thierens from Henchman: We Are Building the “Chief of Staff” For Each Legal Professional

In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert sit down with Joe Breda, President of Bloomberg Law, and Mathew Rotenberg, CEO and co-founder of Dashboard Legal, to discuss Bloomberg’s recent acquisition of Dashboard Legal. The acquisition aims to expand Bloomberg’s reach within the legal workflow market and enhance its suite of tools for the legal industry.

Dashboard Legal, born from Rotenberg’s experience as a practicing attorney, focuses on streamlining project management and collaboration processes for lawyers. By integrating Dashboard Legal’s features with Bloomberg Law’s existing tools, such as AI-powered contract solutions, the combined platform seeks to provide a comprehensive legal workstation that addresses the pain points of managing the increasing complexity and volume of information in legal work.

The acquisition also presents an opportunity to leverage generative AI in a hyper-context-sensitive manner, allowing lawyers to access relevant information and perform tasks like document comparison and compliance checks within a secure, controlled environment. This approach aims to address law firms’ concerns about data privacy and control while still harnessing the power of AI.

Breda and Rotenberg emphasize the potential for the combined platform to serve not only large law firms but also small to mid-sized firms and in-house legal departments. The user-friendly interface and accessibility of Dashboard Legal, coupled with Bloomberg’s resources and credibility, make it an attractive solution for legal professionals across the board.

As the integration process begins, Rotenberg will join Bloomberg Law’s senior leadership team, working closely with Breda to expand the platform’s capabilities and deliver on the promise of an AI-enabled, content-rich legal workflow solution. The acquisition marks an exciting development in the legal technology landscape, with the potential to significantly improve the way lawyers work and collaborate.

Listen on mobile platforms:  ⁠⁠⁠Apple Podcasts⁠⁠⁠ |  ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠YouTube⁠⁠

Contact Us: 

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

Transcript:

Continue Reading Bloomberg Law Acquires Dashboard Legal to Enhance Legal Workflow Solutions – Joe Breda and Mat Rotenberg