Uncategorized

Subscribe to Uncategorized via RSS

In this week’s episode of The Geek in Review, Greg Lambert flies solo while co-host Marlene Gebauer enjoys some well-deserved relaxation. Greg welcomes Trevor Quick, Strategic Business Development lead at Harvey.ai, to discuss one of the most talked-about companies in legal tech today. With a staggering $300 million Series E funding round and a $5 billion valuation, Harvey is rewriting the narrative of what legal AI can be, as well as who it is for. Trevor, a longtime listener turned guest, brings an insider’s view of the company’s evolution and its ambitions for reshaping the legal services ecosystem.

Trevor provides behind-the-scenes insight into how Harvey has become such a magnet for both capital and attention. He attributes the rapid growth to the company’s structure—where legal expertise and AI engineering are in constant collaboration. From founder Winston Weinberg’s legal acumen to co-founder Gabe Pereyra’s technical leadership, Harvey’s DNA has always been rooted in practical use cases for lawyers. The company’s commitment to building with, not just for, the legal community has led to the development of a GTM team composed of practicing attorneys who work directly with law firms and corporate legal departments to customize AI solutions that align with real workflows.

One of the most talked-about moves is Harvey’s deepening partnership with LexisNexis. Trevor explains how integrating Lexis’s data directly into Harvey’s platform removes the friction lawyers face when juggling multiple research tools. With access to Shepard’s citations and native case law lookup, attorneys can now verify and trust the results Harvey generates—turning it from a generative assistant into a full-fledged research companion. This update not only boosts confidence but also meets the rigorous standards legal professionals demand, especially those skeptical of AI’s early stumbles.

The conversation also touches on Harvey’s new functionalities like the Workflow Builder, Vault document review enhancements, and Deep Research Mode. Trevor likens these innovations to “agentic” workflows that let users build custom solutions with low or no code. Whether it’s KM teams building tailored research processes, or attorneys streamlining diligence reviews, Harvey is giving legal professionals the ability to shape how AI works with them, not around them. Trevor emphasizes that Harvey’s success comes from its honesty, adaptability, and the trust it has earned by meeting lawyers where they are—not forcing them to change how they work overnight.

In closing, Greg asks Trevor to gaze into the crystal ball, and while Trevor jokingly admits that predicting the future in AI is a fool’s errand, he offers a vision rooted in intuition, collaboration, and democratized access to justice. From expanding into tax, compliance, and marketing workflows, to becoming a central hub for legal and adjacent industries, Harvey is on a path to not only augment what lawyers do, but to enhance how they feel about the work itself. With world-class partnerships and a relentless pace of innovation, Trevor makes a compelling case that Harvey isn’t just a tool—it might just be the toolbelt.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading Trevor Quick on Harvey.ai as the Utility Belt for Lawyers

In this episode of The Geek in Review, guest host Marcie Borgal Shunk of the Tilt Institute joins Marlene Gebauer for a thought-provoking discussion with Avaneesh Marwaha, CEO of Litera. As someone who led the company through both pre- and post-AI boom eras, Avaneesh offers an insider’s perspective on what it takes to guide a legal tech organization through profound technological and cultural shifts. He speaks candidly about why he returned to Litera, what has changed internally, and how AI is being integrated not just into products, but into the DNA of the company itself.

Avaneesh shares how Litera transitioned from an acquisition-heavy growth strategy to one that prioritizes internal AI innovation. This shift required rethinking everything from leadership talent to product development cycles. He emphasizes that meaningful adoption of AI goes far beyond surface-level integrations, calling instead for a reinvention of workflows, organizational structure, and employee mindsets. Daily AI usage is expected at Litera, but not in a checkbox kind of way. Instead, teams are challenged to use AI tools to accelerate decision-making, increase efficiency, and share insights across departments.

One of the more pressing challenges Avaneesh highlights is “adoption fatigue.” While excitement around generative AI brought in billions of investment dollars and an explosion of legal tech startups, the sheer volume of pilots and proof-of-concept tools is starting to wear thin with law firm users. To combat this, Avaneesh argues that AI needs to be native to workflows—integrated directly into Word, Outlook, and other familiar environments—so lawyers aren’t forced into unnatural digital pivots just to use new tools.

The conversation also explores agentic workflows—AI-driven processes that take action based on inputs, like automatically triaging emails or assisting in business development. Avaneesh shares that Litera has several of these tools set to launch, all co-built with customers. But he’s cautious: if AI doesn’t return value within a six-minute lawyer mindset, the tools get dropped. It’s not about flash, it’s about results.

Looking ahead, Avaneesh envisions a legal industry where AI removes the “busy work” and gives lawyers the space to tackle truly complex problems. Rather than displacing attorneys, AI will help them focus on higher-order thinking, better client service, and proactive problem-solving. But for that future to arrive, the industry needs to move past its fear of change, embrace a growth mindset, and be willing to reimagine what legal work looks like from the ground up.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading The Six-Minute Dilemma: Litera’s Avaneesh Marwaha on Building Legal Tech That Actually Gets Used

In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert sit down with Otto von Zastrow, the founder and CEO of MidPage.AI, an AI-native legal research platform. With a recent $4 million seed round and an ambitious mission to rival legacy research tools, MidPage is drawing attention across the legal industry. Otto shares his unconventional journey from AI-powered lawn robotics to transforming how litigators interact with case law. His pivot into legal tech was fueled by a combination of technical curiosity, the rise of language models, and firsthand insight from his lawyer friends overwhelmed by inefficient research workflows.

Otto walks listeners through the core of MidPage’s offering, which includes the usual suspects—case law, statutes, regulations—but with a twist: smarter search tools, intuitive UI, and features like a proprietary citator and their newly launched Proposition Search. This feature aims to solve the long-standing “needle-in-a-haystack” problem by surfacing judicial language that matches precise arguments, accompanied by contextual metadata and filters. Otto highlights that the goal isn’t just to match or mimic tools like Lexis or Westlaw, but to rethink what legal research should feel like when modern AI capabilities are built in from the ground up.

One of the more unique aspects of MidPage’s product development is their internal “kangaroo court”—a monthly teamwide challenge where employees, regardless of role, must conduct legal research using MidPage or traditional tools. Otto notes that this process not only improves product design but builds real empathy for the user experience. Engineers and designers are encouraged to think like litigators, helping identify pain points and close functionality gaps. As a result, the product continually evolves based on firsthand user scenarios, not just speculation.

The episode also delves into the data-side challenges that have historically prevented innovation in legal research. Otto explains why now—thanks to improved AI models and open access to data—is a rare inflection point for startups. He emphasizes the strategic importance of MidPage building its own case law dataset to avoid being beholden to incumbents. This independence allows them to innovate more freely, enhance precision, and lay the groundwork for broader API access that could empower the next generation of legal tech tools.

Finally, the conversation looks ahead. Otto predicts that AI will amplify the capabilities of individual lawyers, enabling them to process more data at greater depth. In a world where clients are increasingly self-educating with tools like ChatGPT, MidPage aims to provide lawyers with the means to maintain credibility and efficiency while ensuring accuracy. As AI models grow more capable and agentic, Otto sees an evolution not just in how legal research is conducted, but in how lawyers interact with knowledge, data, and ultimately their clients.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading Otto von Zastrow on MidPage.AI and the Future of AI-Powered Legal Research

In this special episode of The Geek in Review, we take the new ChatGPT Advanced Voice Mode for a spin, inviting it to analyze and discuss all 23 episodes from the podcast’s 2025 season. The episode kicks off with a high-level overview of the biggest legal tech themes from the year so far. ChatGPT Voice quickly identifies a significant shift toward agentic AI tools—those that go beyond automation to become integrated partners in the legal workflow. These tools are helping firms reimagine service delivery, improve access to justice, and rethink the very structure of their businesses.

Throughout the episode, the trio explores consistent trends shared by legal tech leaders in recent episodes. These include the integration of AI into core legal tasks, such as contract review and litigation support; the rise of new business models like value-based pricing; and the ongoing focus on ethical AI use. Specific guests like Feargus MacDaeid and Nnamdi Emelifeonwu (Definely), Atena Reihani (ContractPodAI), and Raghu Ramanathan (Thomson Reuters) are spotlighted for their insights into embedding AI directly into lawyers’ existing toolsets to streamline and elevate legal workflows.

The conversation then turns to the importance of human oversight in maintaining trust and legality as AI becomes more embedded in legal systems. ChatGPT Voice references Garfield AI’s regulated model and various RAG-based solutions to illustrate how combining AI efficiency with human judgment creates responsible innovation. The emergence of AI-native law firms and more flexible pricing models reflects an industry on the cusp of transformation, driven by both technological advancement and client-centered thinking.

Marlene and Greg also take a moment to reflect on the human stories behind the tech. They highlight episodes featuring guests like Laura Clayton McDonald, Kenzo Toshima, Wendy Jepsen, and Gabriela Izturiz, who bring servant leadership, change management, behavioral science, and personal purpose into their work. These conversations remind us that innovation in legal tech is as much about people and values as it is about platforms and code.

To close out the episode, the hosts pose their signature “crystal ball” question. ChatGPT predicts the legal tech breakthrough of 2025 will be the mainstream adoption of agentic AI systems that proactively support legal professionals in real time. It also shares that its favorite episode was the one featuring Garfield AI and their bold vision of a fully AI-powered law firm handling small claims—a true glimpse of the future. Whether you’re curious about cutting-edge workflows or inspired by legal professionals integrating their personal passions into practice, this episode captures a compelling snapshot of where legal tech is headed.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript
Continue Reading What Does ChatGPT Think of Our 2025 Episodes? We Ask ‘Her’

This week, we welcome Cornell Winston (current President of the American Association of Law Libraries) and Jenny Silbiger (President‑Elect). Speaking from sunny San Diego and O‘ahu’s courthouse halls, the duo joins the show to preview AALL’s 2025 Annual Meeting in Portland, Oregon—and to talk candidly about the challenges and opportunities facing the legal‑information profession during a time of rapid technological and political flux.

Cornell and Jenny explain why open communication has become a strategic imperative for AALL. Although board books have long been public, they are doubling down on proactive updates—through e‑briefings, “Know‑It‑AALL” newsletters, and 80‑plus committee channels—because members crave clarity when the profession feels under siege. Their message is simple: phone numbers and inboxes are open; no question is off‑limits. The leaders frame transparency not as a defensive posture, but as an invitation to pull every member into the conversation and decision‑making process.

The discussion then turns to the vacant Government Relations role—often seen as AALL’s front line in Washington. Cornell reassures listeners that, despite the hiring gap, advocacy has never left the stage: the Government Relations Committee partners with ALA and other allies, tracks executive‑order whiplash, and issues public statements on IMLS funding or Library of Congress appointments. While lobby dynamics have shifted since COVID‑era restrictions, AALL continues to file comments, weigh amicus briefs, and equip members to speak up in their own jurisdictions until the position is refilled.

Next, the hosts probe changes to the volunteer pipeline. Under the new process, virtually every member who raises a hand gets a seat—whether on a jury, committee, or the coveted Annual Meeting Program Committee. Headquarters now monitors overlapping appointments to spread opportunities and ensure early‑career librarians experience the career‑shaping mentorship Greg once received from the late Bob Oakley. Jenny underscores that engagement options range from micro‑tasks to multi‑year leadership roles, accommodating both time‑pressed newcomers and seasoned veterans.

Turning to the July 19‑22 conference itself, Cornell shares upbeat registration numbers, hotel tips, and—importantly—news of no late‑registration fee increase. Portland’s light‑rail pass, tax‑free shopping, and Nike/Columbia/Adidas discounts sweeten the trip, but the intellectual draw is formidable: 65‑plus programs, four pre‑conference workshops, and a cross‑pollinated AI track that unites academic and private‑sector librarians. Keynote speaker Roosevelt Weeks, renowned for transforming Austin Public Library into a nationally acclaimed, radically welcoming space, will challenge attendees to double down on access and inclusion.

Asked for their “biggest challenge” predictions, Jenny cites the breakneck pace of AI and the resulting imperative to preserve integrity in an era of deepfakes and data deluge. Cornell echoes the warning: librarians must remain society’s trusted validators and proclaim that expertise without apology. As the gavel passes in Portland, Jenny’s presidential agenda crystallizes around three goals—meeting members where they are, converting dialogue into strategic action, and leaving the profession stronger for the next generation. Whether you are a long‑time AALL stalwart or a first‑time volunteer, this episode is a reminder that the future of legal information will be shaped by those who show up, speak up, and keep the channels open.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading Guardians of Truth: AALL’s Cornell Winston and Jenny Silbiger on Transparency, Advocacy, and the Road to Portland

In this episode of The Geek in Review, we welcome Feargus MacDaeid and Nnamdi Emelifeonwu, co-founders of Definely, to discuss how their shared experiences as practicing lawyers shaped a groundbreaking accessibility solution for contract review. Feargus, who is visually impaired, and Nnamdi, his former colleague at Freshfields, describe how their friendship and professional collaboration led to a tool designed not only for those with disabilities but for all attorneys grappling with voluminous transactional documents. Listeners learn that Definely began as a way to help Feargus navigate complex contracts more efficiently, and through iterative prototyping, evolved into a productivity suite that addresses universal pain points in the pre-execution stages of contract life cycles.

Feargus explains that his journey to co-founding Definely began with personal necessity: having gone blind from a degenerative condition by his early twenties, he pivoted from a computer science career at Microsoft to law school, relying on assistive technology and immense personal support. Once at Allen & Overy, the limitations of existing tools became starkly apparent—searching for defined terms meant losing one’s place in a 300-page agreement and juggling layers of nested definitions by reading aloud via text-to-speech. The cognitive load was immense. By collaborating with Nnamdi, who recognized that if a solution could serve Feargus, it would benefit everyone, they embraced the principle of “designing for the edge”—creating a platform that brought definitions, clauses, and cross-references into context without interrupting a lawyer’s focus.

Nnamdi takes listeners on a tour of Definely’s three core components: Vault, Draft, and Proof. Vault functions as a dynamic repository for templates, clauses, and precedent documents, enabling users to pull in the most relevant resources from connected document management systems. Draft keeps the user anchored in the current clause while instantly displaying any linked provisions or schedules in a sidebar, eliminating the need to scroll, split screens, or flip between pages. Proof automates common pre-signing checks—verifying cross-references, punctuation, and legal grammar—to ensure a polished final draft. Together, these tools exemplify how Definely streamlines contract creation by surfacing precisely the needed information in a lawyer’s line of sight, thereby maintaining context and reducing manual navigation.

The conversation shifts to quantifying Definely’s impact on law firms. Nnamdi cites a study indicating that attorneys save up to 45 minutes per day—roughly a 90 percent reduction in time spent on tedious tasks—by using Definely’s context-aware navigation. Beyond hard metrics, the founders emphasize “soft benefits” such as reduced cognitive fatigue, higher morale, and improved client value. To capture these less tangible gains, Definely’s customer success team works closely with firms to customize usage dashboards and collect feedback. Feargus and Nnamdi also reflect on the broader legal tech landscape, noting that firms are experimenting with in-house development, acquisitions, and partnerships. They believe collaboration between vendors and firms will ultimately prevail, as specialized expertise in areas like machine learning ops and user experience is hard to cultivate internally and essential for maintaining cutting-edge tools.

Finally, the episode zeroes in on technical and operational safeguards to ensure accuracy and maintain the “human in the loop.” Feargus describes how Definely uses a retrieval-augmented generation (RAG) approach, chunking and embedding each contract so that any language model query is strictly grounded in the document’s own text. By setting the model’s temperature to zero and building guardrails at every step, they contain hallucinations and ensure that the attorney remains the arbiter of correctness. Looking ahead, both founders predict a rise in agentic workflows—small, task-specific language models that plug into a suite of specialized tools—and a greater emphasis on UX design as software shifts from simple point-and-click interactions to more dynamic agent-driven processes. As the hosts close the interview, Definely’s mission emerges clearly: empower lawyers to work smarter by bringing critical contract information into focus, while preserving the essential human judgment at the core of legal practice.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading Designing for the Edge: Feargus MacDaeid and Nnamdi Emelifeonwu on Definely’s AI-Powered Contract Navigation

On this episode of The Geek in Review, we welcome Philip Young, co-founder and CEO of Garfield AI, the first AI-powered law firm approved for practice by the UK’s Solicitors Regulation Authority (SRA). The episode kicks off with a discussion of recent stories that explore AI’s evolving role in legal proceedings, such as avatars testifying in court and the ethical challenges that arise when deepfakes and synthetic personas enter the legal process. Philip, a seasoned litigator and technologist, draws from his 25 years of legal experience to weigh in on the potential and perils of AI-driven courtrooms, emphasizing the importance of authenticity and trust in legal proceedings.

Young shares the backstory behind Garfield AI, which was inspired by a real-world problem faced by his brother-in-law, a plumber who struggled to recover small debts from non-paying clients. Seeing an opportunity to help small businesses navigate the small claims process efficiently, affordably, and with minimal friction, Philip set out to build a system that mirrors what a traditional law firm would do—without the high cost or time burden. Garfield reads invoices and contracts, verifies the legitimacy of claims, guides users through pre-action letters, claim filings, and even court preparation, all while remaining compliant with UK legal standards.

One of the most unique features of Garfield AI is its dual design: it serves both pro se claimants and can be white-labeled for use by traditional law firms. Young explains how legal professionals can integrate Garfield into their workflows, using it to generate documents under their own branding while Garfield handles the backend. This hybrid approach provides flexibility for users, whether they prefer a self-service platform or seek a human-in-the-loop experience. Garfield’s early success has sparked interest across the legal spectrum—from solo practitioners to regulatory bodies—demonstrating that AI can support, rather than displace, the legal profession.

The conversation also delves into Garfield’s journey to regulatory approval. Young describes the rigorous process of working with the SRA, ensuring the platform aligned with legal duties to clients and the courts. He highlights the importance of maintaining accountability and explains how Garfield was rolled out cautiously, with layers of human oversight and a roadmap toward data-driven, risk-based review. With increasing inquiries from international regulators and courts, Young sees the platform as a potential blueprint for improving access to justice beyond the UK, although he notes that success depends on a supportive regulatory environment, judicial openness, and sufficient technological infrastructure.

Beyond the tech, the episode emphasizes the human element of law. Young passionately advocates for AI as a tool that enhances legal practice rather than replaces it—freeing lawyers from mundane tasks and enabling them to focus on strategy, advocacy, and client care. He shares his hope that Garfield AI and similar innovations will close the access-to-justice gap by enabling small-value claims to be pursued cost-effectively and fairly. As he notes, AI may never replace the human lawyer’s emotional intelligence and presence in court, but it can certainly help more people get there.

To learn more about Garfield AI and its innovative approach to legal automation, listeners can visit www.garfield.law. This episode is a must-listen for anyone interested in the intersection of law, technology, and the future of justice. As always, the podcast ends on a warm note with music by Jerry David DeCicca, underscoring a thought-provoking conversation that blends legal tradition with the tech of tomorrow.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading Philip Young of Garfield AI: The World’s First AI Law Firm Gets the Green Light

This week we sit down with Matt Rasmussen, Founder and CEO of ModeOne, to dive into the evolving challenges and solutions around mobile device discovery. What started as a frustration-fueled “passion project” has grown into a powerful, cloud-based legal tech tool that dramatically speeds up mobile data collections while safeguarding user privacy. Rasmussen brings over two decades of litigation tech experience, and his team is focused on automating the traditionally slow, invasive, and expensive process of mobile forensic collection.

Matt shares the lightbulb moment that led to ModeOne’s founding—after nearly being hit with a book by an executive unwilling to hand over their entire phone during an M&A data collection. That experience crystallized a need for a targeted, remote, and custodian-friendly solution. ModeOne’s approach allows for precise data extraction, filtering out personal messages, and narrowing collection to relevant participants or timeframes—thereby reducing friction, legal risk, and cost. The tool shrinks a two-week process into a matter of hours and removes the need for shipping hardware or dispatching personnel.

The conversation then turns to the power of cloud scalability and how ModeOne’s architecture enables parallel processing of hundreds of phones simultaneously without ballooning costs. Matt recounts a case involving over 400 phones processed in just two weeks—compared to the seven-month timeline it would’ve required using traditional methods. He explains how operating directly on devices with lightweight agents and leveraging cloud resources allows them to outperform older queue-based systems and ensure defensibility through record-level audits.

Beyond litigation, the use cases for ModeOne are growing fast, particularly in corporate compliance and legal holds. With recent updates from the DOJ and FTC increasing expectations for mobile data preservation, companies are now compelled to treat phones with the same seriousness as emails and cloud documents. ModeOne’s ability to preserve data in a scalable, minimally invasive way makes it a key player in this regulatory shift. Rasmussen also highlights that while AI may not be the focus of this episode, ModeOne is quietly integrating features like sentiment analysis, emoji flagging, and communication mapping through a partnership with StreamView.

As the episode wraps up, Rasmussen discusses the startup journey—from bootstrapping to being named Legal Tech Startup of the Year in 2024. While initial adoption faced the usual “wait-and-see” mentality common in legal tech, ModeOne is now working with several Fortune 10 companies, AMLaw 25 firms, and leading LSPs. Looking forward, Rasmussen predicts mobile data will only grow more central to investigations and legal matters. With privacy and policy changes ahead, ModeOne is doubling down on mobile—not diversifying away from it. As he puts it: “We’re digging deep on phones.”

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript:

Continue Reading Solving Mobile Discovery with ModeOne’s Matt Rasmussen

For the 300th episode of The Geek in Review, we celebrate in true “three geeks” fashion by bringing back two familiar voices: Kris Satkunas, Director of Strategic Consulting at LexisNexis, and legal pricing expert Toby Brown, CEO at DV8 Legal Strategies. Kris joins to walk through highlights from the newly released 2025 CounselLink Trends Report, and Toby brings his trademark insight… and a touch of skepticism to the discussion. Together, they explore what the latest data reveals about legal pricing, client behavior, firm strategy, and the evolving landscape of law firm-client relationships.

The conversation opens with a focus on the headline trend: partner billing rates continue to rise steeply, particularly in high-value areas like M&A and regulatory work. Despite clients claiming to negotiate hard on pricing, the data on effective rates, what clients actually pay, suggests those increases are sticking. Kris points out that clients are becoming more sophisticated in managing blended rates and staffing strategies, using analytics and technology to influence outcomes, even if hourly billing still dominates.

A recurring theme is the widening rate gap between large and mid-sized firms, now a staggering 61%. Kris attributes this to the concentration of high-rate work in large firms and their dominance in practices like M&A and regulatory. Toby adds that the presence of pricing professionals at larger firms contributes to more strategic rate setting—something mid-sized firms often lack. The team also discusses a new report metric analyzing new matter spend, which reveals that even fresh legal work is increasingly flowing to the largest firms, countering narratives that mid-sized firms are winning market share.

When the conversation shifts to Alternative Fee Arrangements (AFAs), Kris cautiously celebrates a slight uptick in usage, while Toby remains doubtful about long-term momentum. They agree that lawyers’ difficulty in scoping matters remains a key barrier. The role of project management professionals is highlighted as crucial for moving the industry forward on AFAs—but adoption is still slow, especially outside of established comfort zones like IP and employment law.

Greg brings up another area ripe for disruption: ALSPs and their potential to absorb high-volume, low-risk work. While Kris hasn’t yet seen a data-supported shift toward ALSPs, Toby sees tremendous opportunity—particularly when ALSPs combine process standardization and AI tools. The hosts also discuss specific use cases, like LegalMation for employment litigation, where existing tech could already reduce cost and inefficiency, if only firms were willing to change.

The episode closes with a look ahead. Kris notes the eye-popping rate growth among associates—some nearing $2,000/hour—as a surprising trend, while urging caution in interpreting conflicting data from different sources. Her “crystal ball” prediction? Legal rates will likely continue to climb, especially in high-stakes practice areas, while AFAs may finally gain ground if firms invest in the infrastructure to scope and manage work properly. As always, the team ends with good humor, mutual respect, and a shared love for data—exactly the energy you’d expect for The Geek in Review’s milestone 300th episode.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript:

Continue Reading Episode 300: 2025 CounselLink Trends Report with Kris Satkunas and Toby Brown

This week, we welcome Laura Clayton McDonnell, President of the Corporates Business Segment at Thomson Reuters. Laura shares her inspiring journey from corporate securities law to executive leadership at top technology companies, including Apple, Cisco, IBM, Microsoft, and now Thomson Reuters. She discusses how her Silicon Valley upbringing and her family’s immigrant experience have shaped her leadership style and commitment to innovation in the legal industry. Laura’s personal purpose—rooted in values like courage, curiosity, and integrity—drives her mission to deliver measurable value to clients through legal technology and business transformation.

The conversation highlights the rapid advancements in legal technology, with a special focus on the impact of generative AI and agentic AI in the legal sector. Laura explains how she stays ahead of legal tech trends by collaborating with internal teams, listening to customer feedback, and learning from her daughter, a practicing transactional lawyer. She emphasizes the importance of a growth mindset, continuous learning, and adaptability—qualities she honed during her time at Microsoft under Satya Nadella’s leadership and through the teachings of Carol Dweck’s “Growth Mindset.”

Laura provides insights into how corporate legal, tax, and compliance departments are evolving from traditional cost centers to strategic business partners, thanks to innovative legal technology solutions from Thomson Reuters. She discusses how tools like Westlaw, Practical Law, Legal Tracker, and OneSource are helping legal professionals automate routine tasks, reduce contract review times by over 80%, and save millions on outside counsel spend. Laura notes that forward-thinking clients are not just adopting new legal tech tools—they are developing comprehensive strategies to transform business processes, training, and staffing for the future of legal work.

The episode also explores the rise of alternative legal service providers (ALSPs) and the ongoing bifurcation of the legal market driven by technology adoption. Laura observes that general counsel are increasingly sophisticated in their approach, weighing cost, complexity, and the use of AI to achieve better outcomes. She stresses that legal technology is now essential for law firms and ALSPs alike, and that innovation and value delivery are key to staying competitive in the evolving legal landscape.

Looking to the future, Laura predicts that predictive analytics, risk assessment, and cross-functional insights will become even more critical for legal, tax, and compliance professionals. She highlights the growing demand for skilled legal talent and the importance of ongoing training, ethical oversight, and building resilient, growth-oriented teams. Laura encourages legal industry leaders to prepare for a future where human expertise and advanced legal technology work together to drive strategic transformation and business success.

For more information on legal technology trends, AI in the legal industry, and upcoming events, Laura invites listeners to connect with her on LinkedIn or visit Thomson Reuters. She also highlights the upcoming Thomson Reuters customer conference in November, where attendees can experience product demos and gain insights into the latest legal innovation and industry trends.

 Links:

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

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

Transcript

Continue Reading Laura Clayton McDonnell on Legal Technology, AI, and Corporate Transformation at Thomson Reuters