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This week we talk with Ed Walters from VLex to explore the Autumn 2024 release of VLex’s Vincent AI platform. Ed discusses a series of transformative updates that are turning Vincent AI from a legal research tool into a comprehensive platform that integrates drafting, transactional, and research tasks. These updates include new workflow tools, redlining capabilities, and an innovative feature called Prompt Assist, which enables users to have more control over the AI’s responses by asking follow-up questions to refine their queries. This added transparency and auditability make Vincent AI more user-friendly and trustworthy, as Ed highlights throughout the discussion.

One key feature of the Autumn 2024 release is the introduction of multi-turn conversations within the AI’s responses. This enhancement allows users to continue asking follow-up questions, enabling a deeper exploration of legal issues without needing to start from scratch each time. We discuss how this mirrors tools like Perplexity, where AI can provide follow-up prompts to help users navigate complex inquiries. Vincent AI goes further by asking clarifying questions to ensure the results are tailored to the specific needs of the user, such as identifying which party is at risk in a contract.

Ed emphasizes that legal professionals are not just conducting research for academic curiosity—they need actionable tools integrated into their workflow. Vincent AI’s new capabilities, such as drafting briefs or analyzing redlines, reflect this shift by focusing on providing immediate, actionable insights. Ed explains how these workflow tools enable lawyers to dive straight into their work instead of first sifting through research results, creating a more efficient and integrated process for legal professionals.

A significant highlight of the episode is the introduction of VIDA (Vincent in Docket Alarm), a new feature that combines VLex’s Vincent AI with Docket Alarm’s vast repository of court documents. This integration allows legal professionals to conduct deeper analyses of litigation trends, law firm strategies, and individual lawyer performance, offering unprecedented insight into how cases are being handled. Ed humorously mentions a suggestion from the VLex team to call this feature “DIVA” (Dockets in Vincent AI), but for now, it remains VIDA. This new development provides law firms with enhanced analytical capabilities to explore their own practices and those of competitors.

Finally, the episode concludes with Greg and Ed discussing the broader implications of these tools for law firms, especially in managing large, multi-jurisdictional projects. Ed explains how the 50-state survey feature, a traditionally burdensome task, can now be completed in minutes, making it easier for firms to scan legal landscapes across the U.S. and globally. As Greg points out, this capability not only streamlines the process for legal teams but also creates new opportunities for firms to offer innovative services to clients. Throughout the episode, the conversation showcases how Vincent AI’s latest updates are pushing the boundaries of legal technology.

Links:
– https://www.vlex.com/vincent

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Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading vLex’s Autumn ’24 Update: Show and Tell with Ed Walters

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

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

As many of us come off the high of hanging out and talking AI at ILTA, there seems to be a push this week in the articles for AI tools to “show me what you’ve done for me lately?” This makes sense that once you get back to the office and need to show existing…

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

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

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

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

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

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

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠

Links:

Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

This week, we bring back our original TGIR podcast guest, Zena Applebaum. Zena is now the Senior Vice President of Market Development at Harbor, and we discuss the ongoing transformation driven by technological advancements and strategic shifts. Her insights provide a valuable perspective on the challenges and opportunities facing legal professionals as they navigate these changes.

Zena talks about the integration of generative AI (Gen AI) into legal research tools, particularly at Thomson Reuters, where she previously worked. She emphasizes the challenges in managing expectations around AI’s capabilities while ensuring that the products deliver on their promises. The legal industry has high expectations for AI to simplify the time-consuming and complex nature of legal research. However, Applebaum highlights the need for balance, as legal research remains inherently challenging, and overpromising on AI’s potential could lead to dissatisfaction among users.

Zena was one of the first in the legal market to understand the role of competitive intelligence in shaping product development and market strategies. Applebaum reflects on her experience at Thomson Reuters, where she applied competitive intelligence not just to monitor competitors but to anticipate market dynamics and plan for the future. This approach allowed Thomson Reuters to stay ahead by avoiding surprises and making informed decisions that aligned with long-term goals. Her emphasis on listening to customer needs and understanding market trends underscores the importance of strategic foresight in the legal tech industry.

We also talk about Zena’s move over to Harbor, where she now focuses on market development. She explains that her move was motivated by the opportunity to impact a smaller, more agile company and leverage her legal domain expertise in a broader context. At Harbor, Applebaum aims to redefine the company’s value proposition and position it as a holistic service provider for the legal industry. This shift from a product-centric role to a more strategic, client-focused position highlights the evolving nature of legal services and the increasing demand for comprehensive solutions that address various aspects of legal practice.

Furthermore, the podcast explores the potential impact of AI on the legal landscape and Harbor’s role in helping law firms and legal departments adapt to these changes. Applebaum notes that while AI has not yet revolutionized the industry as quickly as some anticipated, it is gradually driving efficiency and reshaping how legal professionals approach their work. Harbor’s technology-agnostic approach allows it to assist firms in optimizing their tech stacks and preparing for the future, whether through AI, cloud migration, or other technological advancements. This adaptability positions Harbor as a key player in guiding firms through the ongoing digital transformation.

Zena shares her outlook on the future of the legal industry, particularly the growing sophistication of in-house legal departments and the increasing competition for legal talent. She predicts that as AI continues to enhance efficiency and drive changes in the industry, the demand for skilled legal professionals will rise. Law firms will need to adapt to these shifts by embracing new technologies and rethinking their strategies to remain competitive in a rapidly evolving market.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠

 

Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading AI, Market Dynamics, and the Future of Legal Services with Harbor’s Zena Applebaum

Perhaps one of the things that we don’t think about when we are at conferences like ILTACon, is the amount of emails we get post-conference. Most of mine this week start with “sorry we didn’t connect at ILTACon, but here’s your opportunity to talk with me about the product you ignored and are probably regretting…

Getting home last night (actually early this morning) from #ILTACON24, I had a chance to finally catch my breath. I flew into Nashville early on Monday to catch the keynote, Hannah Fry explain that the single most human word that differentiates us from the machines is “POOP.” This made the 13-year-old boy in me very…

This week on The Geek in Review, we discuss the future of legal technology with Dr. Megan Ma, a distinguished research fellow and Associate Director of the Stanford Program in Law, Science, and Technology at the Stanford Center for Legal Informatics, also known as Codex. Dr. Ma’s groundbreaking work in integrating generative AI into legal applications takes center stage as she shares her insights on translating legal knowledge into code and the implications of human-machine collaboration in the legal field.

Dr. Ma discusses her unique background in law and linguistics, emphasizing the challenges of translating legal language into deterministic computer code. Her fascination with language and its nuances has inspired her research at Codex, where she explores how legal concepts can be effectively communicated through technology. She recounts her academic journey, explaining how her multilingual skills and interest in natural language processing have shaped her approach to developing legal tech solutions.

At Codex, the mission is to empower the legal system through innovative technology. Dr. Ma describes Codex as a collaborative hub, where experts from various fields work together to address inefficiencies and pain points in the legal system. She highlights the center’s commitment to human-centered design, ensuring that their technological advancements are co-created with relevant stakeholders. This approach ensures that the tools and solutions developed at Codex are practical and beneficial for both lawyers and clients.

One of the standout initiatives at Codex is their mentorship model, designed to mirror the traditional mentorship found in law firms. Dr. Ma explains how they use AI to create legal personas based on the redline practices of experienced partners. This innovative approach allows junior associates to receive focused guidance, helping them improve their skills and knowledge in a more efficient and impactful manner. By integrating AI into the mentorship process, Codex aims to bridge the gap between theoretical legal education and practical experience.

Dr. Ma introduces the concept of agentic workflows, where AI agents make autonomous decisions based on specified goals rather than predefined tasks. This dynamic interaction is particularly useful in legal negotiations, where unforeseen circumstances often arise. The negotiation model developed by Codex includes features like client rooms, expert consultations, and various levels of difficulty to simulate real-world scenarios. This hands-on training tool is designed to help young lawyers navigate complex negotiations and improve their problem-solving skills.

In the Crystal Ball segment, Dr. Ma shares her vision for the future of legal technology. She emphasizes the importance of developing tools that tap into the legal brain, focusing on the process behind legal decisions rather than just the end product. By capturing the experiential knowledge of seasoned lawyers, Codex aims to create more effective and intuitive AI tools that can support the legal profession in new and innovative ways. Dr. Ma’s insights highlight the potential for AI to transform the legal field, making it more efficient, accessible, and responsive to the needs of both practitioners and clients.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠

Contact Us: 

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

Transcript

Continue Reading Training AI to Mentor Like a Partner: Insights from Dr. Megan Ma