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.

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Transcript

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

In this impromptu episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert reconnect after being on the road for a few weeks. They discuss their recent “Love and LegalTech” mini-series, which featured eight couples sharing their experiences working in the legal technology industry. The series provided insights into communication, work-life integration, and the passion for innovation shared by the guests. 

The conversation then shifts to a recent webinar by Toby Brown and Ian Wilson, where they discussed the potential impact of AI tools on law firm hours and profits. While the idea of AI reducing billable hours may seem controversial, the hosts agree that firms must adopt these tools to remain competitive. They also touch on the importance of aligning innovation with practice groups and the need for subject matter experts and people with strong interpersonal skills to drive change management.

Greg demonstrates an example of agentic AI using a tool called Crew AI. He sets up a task to search for information on a company called Take 5 Oil Change, using multiple AI agents to gather, synthesize, and report the findings. The process involves using SERPER, a Google search agent, an AI agent (Anthropic Claude), and a reporting agent. The output includes a log of the actions taken and a one-page report on the company, its leadership, and industry classification.

The hosts discuss the potential applications of agentic AI, such as quickly gathering information for client pitches or identifying legal issues. They also explore the possibility of running AI agents within secure cloud environments to address data privacy concerns. While the concept of agentic AI is still evolving, the hosts believe there is significant potential for these tools to streamline processes and enhance efficiency in the legal industry.

The episode concludes with a lighthearted mention of Greg’s AI-generated song created by UDIO about checking conflicts before going on vacation, showcasing the creative possibilities of AI tools in the legal profession.

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Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

Transcript

Continue Reading Catching Up on AI Agents, and Agentic Processes