This episode of “The Geek in Review” explores MinterEllison’s strategic adoption of Microsoft Copilot, delving into the practical implications and challenges of implementing generative AI within the legal industry. Guests Amber O’Meara, Head of Innovation, and Tim Andrews, Director of IT Operations, discuss the firm’s multifaceted approach to generative AI, emphasizing its potential to enhance client experiences, boost productivity, and empower their legal professionals by automating mundane tasks and allowing them to focus on more complex legal work. This strategic vision, endorsed by the firm’s leadership, drove their decision to participate in the Copilot Early Access Program, providing valuable insights and shaping their implementation strategy.

One of the key takeaways is MinterEllison’s measured and strategic rollout of Copilot. Rather than a firm-wide deployment, they opted for a phased approach, prioritizing specific personas and departments that would benefit most from the technology. Initial challenges included data jurisdiction limitations, the inherent “fear factor” of adopting new technology, and user inertia stemming from unmet expectations. The firm addressed these obstacles through a comprehensive training program, incorporating a dedicated “Gen AI Time” initiative, collaborative sessions with Microsoft, and a “reverse mentoring” program for partners. This multifaceted approach, coupled with internal communication and a knowledge-sharing platform, fostered enthusiasm and addressed concerns, leading to impressive user satisfaction and reported time savings.

MinterEllison’s training program played a crucial role in the successful adoption of Copilot. Combining internally developed resources with vendor-provided training, the program addressed both the technical aspects of using Copilot and the art of prompt engineering. The firm’s innovative approach of dedicating fee-credited time for generative AI training proved highly effective, incentivizing participation and demonstrating leadership commitment. This investment in their people, combined with gamification elements like their internal “Mint Coin” cryptocurrency, fostered a competitive spirit and encouraged active engagement in the learning process.

The podcast highlights the importance of prompt engineering in maximizing the effectiveness of Copilot. While initial user expectations often fell short due to simplistic prompts, the training program emphasized the need for detailed and nuanced prompts to achieve optimal results. This understanding, coupled with the recognition that Copilot excels at content generation rather than computational tasks, significantly improved user satisfaction. The firm also acknowledges the importance of maintaining a “human in the loop” to validate outputs and mitigate potential inaccuracies or “hallucinations” generated by the AI. They anticipate the future ability to share custom prompts within the firm, further streamlining workflows and enhancing collaborative efforts.

Finally, the conversation touches on the broader impact of generative AI on the legal industry. MinterEllison envisions a future where AI tools are widely adopted, reshaping traditional law firm models and creating new roles focused on innovation and technology. They emphasize the importance of ongoing collaboration, both internally and within the legal community, to address client privacy concerns, share best practices, and navigate the evolving landscape of AI in law. The firm’s commitment to responsible AI usage, guided by their “Lighthouse Principles” and an AI steering committee, underscores their dedication to ethical implementation and client data security. They also see the potential for generative AI to contribute to access to justice initiatives and support social impact work, highlighting the transformative potential of these technologies beyond the traditional boundaries of legal practice.

Links:

Amber (Burgess) O’Meara | LinkedIn
Tim Andrews | LinkedIn
MinterEllison: Overview | LinkedIn
MinterEllison – MinterEllison

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

 

Transcript

Continue Reading Inside MinterEllison: A Case Study in Copilot Adoption with Amber O’Meara and Tim Andrews

This week, we welcome back Serena Wellen, Vice President of Product Management at LexisNexis Legal and Professional, to discuss the newly launched Lexis Protégé tool. This advanced AI assistant is designed to enhance legal professionals’ workflows by personalizing responses based on individual user profiles, including practice areas, jurisdictions, and document management systems. Wellen emphasizes that the future of AI lies in personalization, enabling Protégé to understand user habits and preferences, thereby improving its utility in legal settings.

Serena elaborates on how Protégé collects user data and integrates with existing document management systems (DMS). The setup process includes heavy lifting from LexisNexis, ensuring that the AI understands user roles and permissions, and can access relevant documents seamlessly. She stresses the importance of transparency and user control in the personalization process, allowing users to opt in or out of certain features as they see fit. This approach ensures that the use of Protégé aligns with the unique needs of individual law firms and practitioners.

Integration with Microsoft 365 applications like Word and Outlook is another significant feature of Protégé. Wellen explains that legal professionals spend a considerable amount of their time in Microsoft tools, and the AI’s ability to enhance productivity within these familiar environments is crucial. With features such as smart drafting tools, automated legal requests, and contextual awareness of user actions, Protégé aims to streamline workflows and reduce the time spent on repetitive tasks. The seamless connection between Protégé and Microsoft applications represents a shift toward more efficient legal research and document drafting processes.

Serena also addresses the pressing concerns of security, privacy, and data protection in AI applications. LexisNexis prioritizes the security of customer data by utilizing advanced encryption and private cloud infrastructures. Importantly, she clarifies that customer data is not used to train their models, maintaining confidentiality and trust. By ensuring that users have control over their data and how it is used, LexisNexis aims to alleviate fears surrounding the adoption of AI technology in the legal sector.

Finally, she shares insights on future developments for Protégé, including the incorporation of voice commands and horizon scanning features, which will further enhance legal research capabilities. As AI continues to evolve, Wellen envisions a future where legal professionals can engage with technology in more intuitive ways, allowing them to focus on the complexities of their work without being bogged down by manual processes. Overall, the conversation highlights the transformative potential of AI in the legal industry, underscoring LexisNexis’s commitment to supporting legal professionals with innovative, personalized tools.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

 

Transcript

Continue Reading Unveiling Lexis Protégé’s Personalized AI Revolution With Serena Wellen

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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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

This week, we are joined by Joshua Broyde, PhD and Principal Solutions Architect at AI21 Labs. Broyde discusses AI21 Labs’ work in developing foundation models and AI systems for enterprise use, with a focus on their latest model, Jamba-Instruct.

Josh explains the concept of foundation models and how they differ from traditional AI models. He highlights AI21 Labs’ work with financial institutions on use cases like term sheet generation and financial document Q&A. The conversation explores the challenges and benefits of training models on company-specific data versus using retrieval augmented generation (RAG) techniques.

The interview delves into the development of Jamba Instruct, a hybrid model combining Mamba and Transformer architectures to achieve both speed and accuracy. Broyde discusses the model’s performance, industry reaction, and potential applications.

Safety and security considerations for AI models are addressed, with Broyde explaining AI21 Labs’ approach to implementing guardrails and secure deployment options for regulated industries. The discussion also covers the balance between model quality and cost, and the trend towards matching specific models to appropriate tasks.

Josh also shares his thoughts on future developments in the field, including the potential for agent-based approaches and increased focus on cost optimization in AI workflows.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading Can AI Bring Both Speed and Accuracy: Josh Broyde of AI21 Labs (TGIR Ep. 261)

In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert sit down for a one-on-one conversation to catch up on their recent vacations and discuss some of the latest developments in the legal industry. Marlene shares her experience in Hawaii, where she enjoyed beautiful beaches, a nature preserve, and delicious local cuisine with her family. Greg, on the other hand, talks about his trip to South Africa, where he spent time in Kruger National Park observing wildlife and learning about the challenges of rhino poaching.

The conversation then shifts to the recent lawsuits filed by The New York Times, the Center for Investigative Reporting, and Mother Jones against OpenAI and Microsoft for using their copyrighted material to train AI systems. The hosts discuss the implications of these lawsuits and draw parallels to the music industry’s past struggles with Napster and the eventual rise of streaming services.

Marlene introduces a new AI-powered comic maker she discovered, which allows users to generate comic strips based on their own images and descriptions. Despite some humorous mishaps with her own generated character, she sees potential in the tool for creating engaging content. Greg shares his experience with Hedra, an AI tool that animates still pictures to create talking head videos, and the two discuss the possibility of creating a fully AI-generated podcast episode.

The hosts also explore practical applications of AI, such as AI Excel Bot, which generates Excel formulas based on plain text instructions and explains existing formulas in simple terms. They discuss how this tool could be beneficial for professionals who frequently work with complex spreadsheets.

Lastly, Greg highlights an episode of the Technically Legal podcast featuring Brandon Epstein, Chief Forensic Officer at Medex, who discusses the challenges of detecting deep fakes and the digital fingerprints left by various recording devices. The conversation emphasizes the importance of authenticating videos, especially in the news media, and the ongoing battle between deep fake creators and forensic experts.

Links:
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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading Catching Up on Tech and Travels – TGIR Ep. 260

[Note: Please welcome Laurent Wiesel, Principal at Justly Consulting. This article was originally published in LinkedIn. – GL]

Harvey AI bills its platform as providing a suite of products tailored to lawyers and law firms across all practice areas and workflows.

Harvey’s debut product video released on June 28, clocking in at 1:44, plays to a background of Mozart’s Piano Sonata No. 11 and no further audio. While light on explanation, the video introduces several features along with some interesting bells and whistles.

Harvey’s features, presented here in the order they appear in the left nav:

1. Client-Matter Number Integration

  • Critical feature for law firm operations
  • Helps enforce client policies and avoid data blending
  • Similar to established platforms like Lexis and Westlaw
  • Potential benefits for billing and ethical wall enforcement
  • Modal alert indicates ability to attach client-matter numbers to individual queries
Assistant feature with prompt loading and “save example”

2. Assistant

  • Offers chat and document Q&A capabilities
  • Currently provides single responses, no interactive chat yet
  • Prompt limit: 100,000 characters, which appears to reduce to 4,000 when even a single documents is added
  • Feature to save and load prompts, separated into Private, Team (collaboration), and Harvey (pre-built) varieties
  • Unexplained “Save Example” feature (briefly visible at the 0:18 mark)
  • Citations in assistant and research responses for quick verification

Continue Reading Let’s Breakdown Harvey.AI’s Video of Features (Guest Post)

If you’re my age or older, you most likely remember the first rudimentary spreadsheet application you used.  You may not remember the actual moment you discovered the sort functionality, but you probably remember the feeling you got when you hit that button for the first time. In one magical moment, a jumbled list of items – randomly entered in the nonsensical order they popped into your brain – was immediately transformed into a perfectly alphabetized list worthy of your municipal library’s card catalog.  Amazing!  Revolutionary! Life changing?!

Today we live in the world of Generative AI.  It is amazing, revolutionary, and probably life changing. This technology has already changed, and will continue to change, how we use and interact with computers in business, and in our personal lives.  I use it daily.  I use it in solutions for my clients.  It takes tedious tasks of text transformation and turns them into simple push button experiences.  Just like the sort function does.

An 50 year old male professional with curly hair.jpgOf course, GenAI does a lot more than order or sort text.  It translates.  It rewrites.  It summarizes. It clarifies.  It extracts. It interpolates. It expounds upon. It combines THIS and THAT into one thing.  It re-imagines THIS, as if it were actually THAT. It recontextualizes THIS as if THAT didn’t exist. Its capabilities go well beyond simply sorting a list.  In fact, it often gets simple sorting wrong, because it doesn’t use a hard-coded algorithm to produce it’s text transformation. Instead, GenAI uses vast troves of written example language to determine the probability of the next word it should write, and then the next, and the next… until it reaches it’s maximum output or it runs out of space.

The results of this seemingly simple exercise are impressive.  It means that any writer with a rough idea of what they want to write, no longer needs to stare at a blank page (or screen), they simply ask a question or propose a concept and the technology generates a draft.  Any reader who doesn’t want to read a 400 page transcript of a court proceeding, can get a summary that guides them directly to the “important” parts of the text.  And any person who needs to transform any text from one form, or language, or perspective, to another can get a draft version of that transformation very easily and quickly.

A stupid robot sit in front of a computer making m.jpg

However, there is a downside to Generative AI.  It so easily manipulates and transforms text, that it often gives the appearance of being intelligent.  This is an illusion.  We tend to identify people who easily manipulate and transform text as intelligent people, which gives rise to the fallacy that a machine that does the same is an intelligent machine. We talk about GenAI “passing the bar exam”, as if that means it understands the law, and then we further extrapolate that we can use GenAI to replace lawyers.  As tempting as that proposition might be to those of us who are not lawyers but work with them regularly, it’s not going to happen any time soon, if ever.Continue Reading GenAI & the Magical Sort Button

In this episode of The Geek in Review podcast, hosts Greg Lambert and Kate Boyd from Sente Advisors (standing in for Marlene Gebauer) sit down with Giles Thompson, Head of Growth, and Jun Choi, Growth Executive at Avvoka, to discuss the company’s innovative approach to document automation and the impact of generative AI on the legal industry.

Avvoka is a no-code document automation platform that enables legal professionals to streamline the creation and management of complex legal documents and contracts. The company has recently introduced AI-enhanced features such as SmartAutomation (with GenAI) and SmartConsolidation , which aim to simplify the process of building automations.

Giles and Jun highlight the differences in knowledge management practices between the US and UK, with the former being more technology-focused and the latter being more human-centric. Avvoka’s platform caters to both law firms and in-house legal teams, with clients ranging from Warner Brothers Discovery and McDonald’s to booking.com.

The company also hosts a vendor-agnostic community event series called “Logically Drafted,” which bring together legal professionals interested in document automation to share their experiences and insights. These events have gained traction globally, with upcoming sessions planned for Houston (Tuesday 18 June) and Chicago (Friday 21 June), and other cities.

Looking ahead, Avvoka is focusing on integrating generative AI technologies into its platform while ensuring data security and client control. The company is collaborating with clients to provide flexibility in terms of hosting and integrating large language models, allowing them to maintain control over their data and manage risks associated with these emerging technologies.

Giles and Jun emphasize the importance of being realistic about the capabilities and limitations of generative AI in the legal industry. They believe that document automation will continue to play a crucial role, with AI serving as an enhancement rather than a replacement for existing tools and processes. The key challenge for vendors like Avvoka will be to navigate the hype surrounding generative AI while delivering practical, value-driven solutions to their clients.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠

TranscriptContinue Reading Avvoka’s Innovative Approach to Document Automation and the Impact of Generative AI – Giles Thompson and Jun Choi