In this 200th episode of The Geek in Review, talk with Toby Brown, CEO and founder of DV8 Legal Strategies, and Nita Sanger, Director of Digital Advisory Services at Cherry Bekaert. There are three rules for growth and success when it comes to large law firms. Strategy, strategy, and strategy.

Brown emphasizes the need for law firms to develop strategies that prioritize clients and build meaningful relationships. He argues that “firms should start thinking of clients as customers and using customer experience as a way to differentiate themselves.” Sanger shares this view, adding that law firms should “focus on value creation, continuous improvement, and customer experience” as they grow and evolve.

Both Brown and Sanger discuss how law firms can reframe their view of growth, moving away from a talent management perspective and toward a mergers and acquisitions approach. Brown highlights his experience at a prior law firm, where he transformed the lateral partner program into a strategic acquisition initiative. He explains, “this is straight up M&A. So I renamed the program the lateral partner acquisition and integration program. And we treated it much like Apple or Google or any of them would treat their acquisitions.”

Sanger and Brown also touch on the importance of integrating newly acquired practices or firms into the existing business. Sanger emphasizes the need for planning and a program management office to ensure a smooth transition, while Brown shares his success with where hist firm had one of the highest lateral retention rates in the market due to the strategic approach and focus on integration.

Looking into the future, Sanger envisions law firms as technology-enabled platforms, providing a wider range of services, while Brown expresses concerns about the reluctance of law departments and law firms to prioritize standardized business processes over the individual preferences of frontline lawyers. Despite their differing perspectives on the future, both agree that a focus on strategy, client experience, and growth through mergers and acquisitions will be crucial for the success of law firms moving forward.

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Transcript

Continue Reading Rethinking Law Firm Strategy: The Road to Growth and Success with Toby Brown and Nita Sanger (TGIR Ep. 200)

If you haven’t seen Sal Khan’s TED Talk on how he has leveraged GPT-4 into his new offering of Khanmigo, then let me suggest that you spend 15 minutes of your time watching it. After watching it, continue on down the page for some thoughts that I had on how law firms could also use AI in their Professional Development and Training programs.

Are you a law firm looking for ways to enhance the education and professional development of your attorneys? If so, you might want to consider creating AI-powered tools that mimic what Sal Khan’s Khanmigo does, but tailored to your law firm’s specific practices, region, or even culture.

In his recent talk, Sal Khan discussed how Khanmigo uses large language models to help students learn and develop critical thinking skills. While Khanmigo was designed for students, I believe that the same principles could be applied to the professional development of attorneys and legal professionals.

One area where an AI-powered tool could be particularly helpful is enhancing legal research skills. By using a large language model and training the interface to set up lessons on proper sources, citations, and critical thinking skills, an AI tool could work as an interactive tutor that could identify where the attorney needs improvement, or a subtle nudge in the right direction to improve their research skills.

Another area where an AI tool could be useful is in developing writing skills. Sal Khan mentions in his talk how Khanmigo helps students become better writers by providing them with feedback and guidance. Similarly, an AI tool could help attorneys improve their writing skills by analyzing their writing and providing feedback on grammar, style, and tone. The tool could be trained using the firm’s prior work product, or by coordinating with a vendor to provide resources that would identify weaknesses in writing and provide assistance in improving the overall writing skills of the attorney. Think of it as an interactive Practical Law tutor.

In addition to legal research and writing, an AI tool could also be helpful in developing business development skills. For example, an AI tool could analyze data on potential clients and provide attorneys with information on their interests, background, and preferences. This would help attorneys tailor their approach and increase their chances of winning new business. At a more basic level, the AI could help the attorney outline their business development plans and give them timelines and benchmarks to work towards.

Of course, creating an AI tool is not without its challenges. As Sal Khan mentions, “there are certainly ethical concerns” when it comes to AI, and it is important to be mindful of these issues when developing a tool. It is also important to make sure that the tool is effective and accurate, and that it is tailored to the needs of the law firm and its attorneys. Both are formattable obstacles, but the return on investment could be huge.

Despite these challenges, an AI-powered tool could be a game-changer for law firms looking to enhance the education and professional development of their attorneys. By leveraging the power of large language models, law firms could provide their attorneys with quick and accurate information, personalized feedback on their work, and valuable insights into potential clients.

So if you are a law firm looking to stay ahead of the curve and differentiate yourself when it comes to education and professional development, you should consider creating an AI-powered tool tailored to your specific needs. As Sal Khan says, “we together have a chance of addressing the two sigma problem and turning it into a two sigma opportunity, dramatically accelerating education as we know it.”

In this episode of “The Geek in Review,” hosts Greg Lambert and Marlene Gebauer engage in a fascinating conversation with legal technology experts Pablo Arredondo, Evan Shenkman, and Darth Vaughn. They discuss their proactive approach to incorporating AI technology, specifically CaseText’s CoCounsel, into their legal practice and business operations.

Pablo shares, “I think the law is such a fascinating space for this kind of AI because it really brings together two things that are really deep in the human experience, which is language and rules.” The guests discuss their experiences in using CoCounsel and its features, such as the ChatGPT feature, which enables them to draft and review documents more efficiently. Evan emphasizes, “The tools are there, and the more that we can sort of get folks up to speed on this stuff, and really help them understand how to use the tools, the better we’re all going to be.”

They explain how the integration of AI in their work has led to improved legal outcomes, happier clients, and better work-life balance for attorneys. Darth notes, “The legal industry tends to be a bit of a slow adopter of technology. It’s not because we’re not smart or we’re not hardworking. I think it’s because we’re risk-averse.”

Pablo, Evan, and Darth emphasize the importance of being passionate about leading the way in legal technology advancements. Pablo encourages listeners to embrace this technology with joy, rather than fear, to truly make a difference in their practice and industry. This positive approach helps them excel and bring others along on this transformative journey.

The discussion also touches on access to justice issues and how tools like CoCounsel can potentially help bridge the justice gap. By being intentional in utilizing AI technology to assist in pro bono cases, they believe it is possible to make a significant impact on improving access to legal services for those in need. Overall, this episode of “The Geek in Review” offers valuable insights into how AI and CaseText’s CoCounsel can revolutionize the legal industry. The guests’ passion and joy for embracing cutting-edge technology serve as an inspiration for others to follow suit and lead the way in transforming the legal landscape.

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Transcript

Continue Reading Revolutionizing Legal Practice: The Impact of CaseText’s CoCounsel on Law and Technology with Pablo Arredondo, Evan Shenkman, and Darth Vaughn (TGIR Ep. 199)

In this episode of The Geek in Review, we interview Josh Kubicki, Director and Professor of Legal Business Design Hub and Entrepreneurship Program at Richmond Law School, and the creator of the daily newsletter Brainyacts. Kubicki discusses the speed of change in legal technology and how it is now measured in days and weeks, rather than years and decades. He also talks about the need to embrace technological changes and how he created Brainyacts to force himself to learn about generative AI in the legal profession. Kubicki shares his experience of writing 100 consecutive days on generative AI and how it has helped him stay accountable and take a deep dive into the terrain. He also discusses the reaction from the industry side of things and where he digs in to find good content.

The advancements in generative AI tools like GPT, Bard, Bing Chat, and a slew of new products that seem to be launching daily has overwhelmed many of us. Resources like Brainyacts helps put a little bit of stability in this time of rapid change. So, take advantage of Josh’s hours of work on a daily basis and subscribe and read the very practical newsletter.

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Music: ⁠⁠Jerry David DeCicca⁠

Transcript

Continue Reading Josh Kubicki and the Brainyacts Newsletter – Helping You Keep Up with the Advancements of Generative AI in the Legal Industry (TGIR Ep. 198)

AI is now a significant part of the legal industry, and technology companies such as LexisNexis are at the forefront of this technology shift. We sat down and talked with Jeff Reihl, the Executive Vice President, and Chief Technology Officer at LexisNexis, and discussed the current state of AI and its relevance to the legal and research sector. The recent survey conducted by Lexis uncovered that 39% of lawyers, 46% of law students, and 45% of consumers agreed that generative AI tools will significantly transform the practice of law. During Reihl’s sixteen years at LexisNexis he witnessed many innovations such as the nearly universal adoption of iPhone and other mobile products, cloud computing, and document automation, but the speed a acceleration around Generative AI tool like GPT 4.0, Bing, Bard, and others is causing even the big players in the legal industry to quickly adjust to the demands of the market. Jeff highlighted the flexibility and benefits of LexisNexis’ technology, which can provide valuable insights and information to its users on-demand. The organization generates and applies AI-enabled insights that assist users in finding, evaluating, and curating content more quickly and effectively. Jeff went on to explain how AI technology is helping lawyers reduce research time and increase accuracy in creating legal documents. In conclusion, Jeff explained that LexisNexis is committed to promoting innovation in the legal field by utilizing innovative technology solutions to advance research and meet the growing research demand, thereby improving legal professionals’ efficiency and accuracy.

Of course, Lexis is not a new player in the AI field for the legal industry. They began using tools like Google’s BERT AI as early as 2018 and included AI functionality in many of their products on the backend of the resources. With the popularity of chatbot-like AI and the interaction that users are now demanding, it will require a shift in Lexis’ approach going forward. One focus that Reihl stresses, however, is that unlike the public AI chat tools, Lexis’ approach will take in the issues of privacy, security, citation of sources, and the ability to understand how their tools get to the results its users see. Less “black boxes” and more transparency is the goal.

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Music: ⁠⁠Jerry David DeCicca⁠

Transcript

Continue Reading The Future of AI within LexisNexis and the Legal Industry with Lexis CTO Jeff Reihl – TGIR Ep. 197

In this episode, we dive into the fascinating story of Kristina Kashtanova, author of “Zarya of the Dawn,” a comic book that she illustrated using AI-generated images. Kristina shares their personal struggles during the pandemic, including losing loved ones, being unemployed, and undergoing dental surgery. She talks about how she discovered the power of AI-generated images through OpenAI DALL-E and how it helped them overcome their pain and isolation. We learn about their creative process of generating various images before remembering their story and deciding to use AI-generated images to illustrate it. Kristina also shares their experience of sharing their progress on social media and receiving positive feedback from the AI community. Their story is a testament to the intersection of art and technology and how it can be used to overcome personal struggles and create something beautiful.

We are also going by a duo of Richmond Law School Professors, Ashley Dobbs and Roger Skalbeck. Professor Dobbs runs the IP and Transactional Law Clinic at Richmond and explains that the clinic provides an opportunity for law students to work directly with clients on intellectual property matters, such as copyright and trademark protection, under her supervision. The clinic primarily works with startups, entrepreneurs, and creators who cannot afford legal services. Ashley and her team also handle various transactional matters related to intellectual property, such as forming entities, reviewing contracts, and assigning rights. By working with clients in a real-world setting, law students are able to apply their book learning to practical situations and gain valuable experience before entering the workforce. She is also providing assistance to her fellow professor Roger Skalbeck for his “Copyright §101” Comic Book.

Roger Skalbeck created a comic book to teach his students about copyright laws in the United States. Roger explains that he wanted to create something that looked like the comic books he grew up with, such as the Avengers and Spider-Man, with a vibrant and simplified aesthetic. He used various tools, including Mid-Journey for image generation and Photoshop and Pixlr for updates, before putting it together with a layout program called Comic Life 3. Roger’s comic book provides a visual representation of each individual definition in the statute, making it easier for students to understand complex legal concepts. By using a comic book as a teaching tool, Roger is able to engage his students in a fun and creative way while also providing them with a valuable learning experience. Tune in to learn more about Roger’s efforts to use a comic book to teach copyright laws and how it is helping to transform legal education. Roger has a class set up in the Fall Semester this year that will require his students to create a comic book that focuses on a practical aspect of Access to Justice.

Tune in to learn more about the intersection of law, comic books, AI, and copyright. Make sure to subscribe on your favorite podcast platforms and share the podcast with your colleagues.

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Contact Us:

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

Transcript

Continue Reading From Pain to Creativity: How AI Helped Kristina Kashtanova Illustrate Their “Zarya of the Dawn” Story – featuring Richmond Law’s Ashley Dobbs and Roger Skalbeck (TGIR Ep. 196)

On this episode, we speak with Nicole Bradick, CEO and founder of Theory & Principle, a legal technology design company. Nicole gives us an update on how their product, Map Engine, is being used by clients to track regulations and laws around the world. She also discusses how the legal industry is becoming more sophisticated in terms of user design and experience, and how this is changing the way law firms and legal tech companies approach product development.

Nicole’s passion for user design and experience is evident throughout the conversation, and she emphasizes how it can make or break a product’s success in the market. She notes that clients are becoming more knowledgeable about UX, and are able to identify and ask for better design. Additionally, law firms and legal tech companies are recognizing that better design is not just a nice-to-have, but a business imperative. Nicole is dedicated to educating the legal community on the importance of UX, and helping them integrate it into their product development process. She believes that legal technology should be built with the user in mind, and that this approach will lead to better outcomes, both for clients and for the industry as a whole.

Nicole sees immense value in starting T&P Studios because it allows her to bring her expertise in designing and launching products to clients who have great ideas but lack the resources to bring them to market. She describes a unique partnership with Simpson Thatcher’s Pro Bono team, where they collaborated to build a product that they wanted to exist in the market, but didn’t want to take on the long-term burden of owning software. With T&P Studios, they were able to co-develop the product and bring it to market, while Simpson Thatcher now has their version of it as well. This model of collaboration and revenue sharing allows T&P Studios to work with other law firms and organizations to build and launch products that solve real problems in the legal industry, without the upfront capital expense.

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Transcript:

Continue Reading Revolutionizing Legal Technology Design with T&P Studios’ Nicole Bradick (TGIR Ep. 195)

In a special episode of The Geek in Review podcast, we wanted to play a recent episode of the Future Ready Business (FRB) Podcast. FRB is a podcast that Greg Lambert produces and is hosted by Jackson Walker attorneys Art Cavazos and Erin Camp and is focused on how new ideas, regulations, laws, and overall societal changes affect the way businesses operate.

In this episode, Art Cavazos and Erin Camp host Courtney White and William Nilson, attorneys from Jackson Walker’s Houston and Austin offices, and discuss the future of the fashion industry. The conversation touches on how the intersection of art and business has evolved, with topics such as sustainability, diversity, and social media influencers’ impact on the industry. The group also discusses the growing relationship between technology and fashion, including the role of artificial intelligence in streamlining production and enabling customization. Social media’s role in marketing and intellectual property concerns relating to the fashion industry round out the discussion. It is a great conversation, and we hope you enjoy it as much as we did.

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Transcript

Continue Reading The Future of Fashion and the Law (TGIR Ep. 194)

[Ed. Note – Please welcome back Jessica de Perio Wittman & Kathleen (Katie) Brown as guest bloggers. – GL]

In case you didn’t know, the National Conference of Bar Examiners (NCBE) will release a brand-new version of the bar exam in 2026.  The NCBE conducted a study in 2018 and asked practicing attorneys and non-licensed lawyers about basic technology tasks in their law practice.  Attorneys said they expect proficiency in word processing, research platforms, electronic communication, desktop publishing, and document storage, including the cloud.  This should not be a surprise because D. Casey Flaherty has been talking about minimum tech expectations in the practice of law since 2012.  His technology audit proved that many attorneys do not possess basic technology competency per Model Rule 1.1 and Comment 8. Over 10 years later, we are still talking about the importance of technology competency in the legal profession and highlighting ever-present shortcomings in basic technology skills.  Flaherty himself stated that “lawyers in general are woefully deficient in using the software tools at their disposal – e.g., Word, Acrobat, Excel.”

Joseph Lawson, Law Library Director at the Harris County Robert W. Hainsworth Law Library, identified that a lack of time and training opportunities prevent solo and small firm practitioners from accessing legal technology.  The 2019 American Bar Association Tech Report confirms Lawson’s hypothesis:  only 28 percent of solos report the availability of technology training, while more than 95 percent of attorneys at large firms reported access to training.

Some may argue that law firms should not spend their time and money on offering basic technology training because the training should be offered in law school.  We address how law schools provide technology training in our 2023 article, “Taking on the Ethical Obligation of Technology Competency in the Academy: An Empirical Analysis of Practice-Based Technology Training Today”.  In our longitudinal study, we found that 670 technology courses were offered in the technology space.  Now, 670 courses may sound like a large number, but this number includes every e-discovery, cybersecurity, law office management, and law practice and technology course in the country.  This results in an average of 3.38 technology courses at each of the ABA-accredited law schools.  This statistic also includes the University of North Texas, which is currently the only ABA-accredited law school that mandates the completion of a Practice-Related Technology requirement for all J.D. candidates.  To learn more about how law schools are attempting to address the disconnect in technology training, we encourage you to watch the recorded version of the University of St. Thomas Law Journal Fall 2022 Symposium, A Roadmap for Law School Modernity: Teaching Technology Competence (available at https://youtu.be/hILd5qJ1G4I).

Today, the “next big thing” in legal technology is ChatGPT and generative AI, and we recognize that, in contrast, it’s not sexy to talk about basic technology skills. Or the fact that many attorneys still do not possess them.  But we need to continue having these conversations about basic technology training and possessing the requisite skills for efficient legal practice.  All attorneys should know how to:

  • Download forms from databases
  • Use formatting styles
  • Create tables of authority
  • Use Quick Parts and Autotext
  • Save Word documents as efile-ready PDFs, and
  • Set up shortcut keys to insert a section symbol.

Some believe that our law students were exposed to these basic skills because they grew up surrounded by technology.   Iantha Haight disproves the assumption of native technology competency in her article “Digital Natives, Techno Transplants: Framing Minimum Technology Standards for Law School Graduates”.  She claims that the term digital natives “lulls educators into thinking students need no additional training in technology to be prepared for the workforce.”  Even though we have started to dispel the myth of the digital native in the legal classroom, we must now deal with a new generation of law students who went to “Google School”.

What does it mean to be a Google School student?  These students were handed a Chromebook or an iPad with some (or all) of Google G Suite for Education.   Today, some colleges and universities have been using Google Workspace for Education (previously called G Suite for Education) for at least a decade.  In 2017, Google reported that about 15 million primary- and secondary-school students in the United States use Google Classroom.  By this time, Chromebooks accounted for 58 percent of mobile devices shipped to primary and secondary schools in the United States.   In 2019, Google reported that all eight Ivy League schools use G Suite for Education as a productivity tool of choice for their faculty, staff, and students.  For a discussion on how Google Schools are impacting the law school classroom, you can listen to this podcast: https://www.geeklawblog.com/2022/08/teaching-and-pressuring-law-professors-to-teach-technology-katie-brown-tgir-ep-171.html.

Law schools have the challenge of minimizing the use of Google products in the classroom because most law firms don’t allow employees to use Google apps on their work devices. Microsoft and Adobe productivity tools currently have a large footprint on the legal academy and the legal profession. As a result, there is a disconnect in technology knowledge and skill when you compare what students were accustomed to prior to law school and what they’ll be expected to know when they head into practice.  If the next gen bar exam is intended to simulate scenarios in modern-day practice, then the NCBE must also award points to test takers for successfully completing basic technology tasks that they would be expected to use in practice.  The NCBE can ask test takers to:

  • Create documents with specific margins, page numbers, and styles, like the formats expected from local court rules
  • Create a table of authorities or a table of contents
  • Draft an email using mail merge skills
  • Convert a Word document into a PDF and
  • Remove any metadata damaging to their client

We recognize that this is not a complete list, but it provides examples for how the NCBE could test basic technology skills that are expected in modern-day law practice.  Only then, can bar examiners determine whether test takers have the requisite knowledge and skills for entry-level practice.

Author Bio:

Jessica de Perio Wittman (UConn) and Kathleen (Katie) Brown (Charleston) have been friends since their law school days at Seattle University.  Although the two have lived in different states for the past 13 years and now serve as Law Library directors at their respective schools, they still manage to hold Zoom marathon writing sessions on a weekly basis.

 

 

Benjamin Alarie and Abdi Aidid are legal experts who are heavily involved in the development of legal technology. They are releasing a new book, The Legal Singularity: How Artificial Intelligence Can Make Law Radically Better later this year. 
Benjamin Alarie is a tax law professor at the University of Toronto and has been in the tax law profession since 2004. He became interested in the future of legal education and how artificial intelligence will affect the profession, which led him to co-found Blue J, a legal technology company in Toronto. On the other hand, Abdi Aidid practiced as a commercial litigator in New York before becoming the Vice President of Legal Research at Blue J. He led the team of lawyers and research analysts and helped develop AI-informed predictive tools, which predict how future courts are likely to rule on new legal situations. Abdi is now a full-time law professor at the University of Toronto, teaching subjects like torts and civil procedure.
Naming the book “The Legal Singularity” is a big claim by the authors, so we asked them to explain what they meant by it. According to Abdi Aidid, the legal singularity is the practical elimination of legal uncertainty and its impact on our institutions and society. It is a future state where the law is unknowable in real time and on demand, and we can start doing things that we were not previously able to do because the law was either difficult to ascertain or we did not have a normative consensus around what the law ought to be. The concept of the legal singularity is related to the idea of a technological singularity, but it is not a totalizing event like the technological singularity. Instead, it is an equally socially important concept that focuses on how technological improvements affect the law and related institutions.
Alarie and Aidid suggest that the legal market needs to address bias in AI tools by keeping humans in the loop in arbitration and judicial contexts for a significant period of time. They believe that even as the legal singularity approaches and people begin to have confidence in algorithmic decision making, humans should still be involved in the process to audit machine-generated decisions. They argue that this is necessary because the law deals with deeply human questions, and there is more at stake than just ones and zeros. They believe that humans have to contribute to the legal system’s notions of mercy, fairness, empathy, and procedural justice. They also suggest that involving humans in the process helps to inform the technology before disastrous consequences and helps to refine it. Therefore, they emphasize the need for human review of machine judgments, which will lead to accelerated learning in the law. Furthermore, they highlight that the legal market needs to distinguish between the kinds of problems that are a reflection of unaddressed social problems or those that are new technological problems. They stress that the legal market is still collectively responsible for resolving these issues.

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Transcript

Continue Reading The Legal Singularity and the Future of Legal Research – Benjamin Alarie and Abdi Aidid (TGIR Ep. 193)