change management

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This week, we sit down with Kenzo Tsushima, Managing Director of Mind Factory at Morae, to discuss how AI is transforming legal operations and consulting services. Kenzo shares his unique career journey, blending a passion for technology with legal expertise, and highlights why the legal industry is positioned to leverage AI advancements more quickly than heavily regulated sectors like healthcare. With a background that spans consulting leadership and GC roles, Kenzo offers a rare dual perspective on how law firms and corporate legal departments can future-proof themselves by embracing emerging technologies like MorAI, Morae’s proprietary AI platform.

Kenzo discusses the creation of MorAI, launched in mid-2023, as a response to widespread legal tech “decision fatigue” — where an abundance of AI tools overwhelms buyers. Rather than pushing generic solutions, Morae designed MorAI around highly specific legal workflows such as contract review, RFP response automation, and internal helpdesk queries. Kenzo emphasizes the importance of “solutionizing” AI: showing real, targeted results rather than relying on hype. Using examples like their Helpdesk module, Kenzo explains how legal teams can instantly boost efficiency by querying historical RFP responses and deploying AI for natural language document reviews, significantly reducing administrative burdens across legal and procurement functions.

A strong advocate for servant leadership and human-centric AI adoption, Kenzo outlines how Morae’s approach goes beyond technology — focusing heavily on change management and upskilling legal professionals. Through programs like SEEDS (Skill Enablement Employee Development Series), Morae invests in developing both consulting and technology skills among its team. Kenzo notes that traditional legal professionals, often unfamiliar with public speaking or technology tools, can thrive when given structured, bite-sized learning opportunities. This consultative-first mindset, he argues, not only improves client outcomes but creates a more resilient and engaged workforce.

Addressing cybersecurity and data privacy concerns, Kenzo details Morae’s use of private Azure instances and multiple legally trained LLMs to ensure client data security and confidentiality. Unlike public AI tools, MorAI is designed to be a trusted legal companion that never co-mingles client data or trains on external internet content. Kenzo also explains why Morae’s strategy of multi-LLM deployment (leveraging OpenAI, Anthropic, and others) future-proofs clients against rapid developments in AI models — ensuring their legal technology stacks remain agile and powerful over time.

Finally, Kenzo shares his insights on the challenges ahead for the legal industry: decision fatigue, resistance to change, and the crucial need to align with younger generations’ expectations around technology use. He urges law firms and corporate legal departments to rethink build-vs-buy strategies, embrace commercially available solutions, and foster AI champions within their organizations. As new roles like legal engineers and prompt engineers emerge, firms that support AI-enabled upskilling and servant leadership will not just survive — they will lead the next era of legal innovation.

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[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 Kenzo Tsushima of Morae on Innovation, Change Management, and Servant Leadership

This week we welcome Raghu Ramanathan, President of Legal Professionals at Thomson Reuters, for an insightful discussion on the profound impact of Artificial Intelligence (AI) on the legal industry. Bringing a fresh perspective shaped by his extensive background in technology leadership at companies like SAP and strategy consulting with McKinsey, Raghu shares why he believes the legal sector, alongside healthcare, stands at the forefront of the AI revolution. His journey into the legal tech world, driven by the transformative potential of AI, sets the stage for a deep dive into current trends, future predictions, and the strategic initiatives shaping the future of law.

Central to the conversation is Raghu’s updated perspective on the evolution of law firms, revisiting predictions he first made in 2017. He outlines a compelling framework describing “three waves” of AI adoption currently underway. The first wave, “Optimization,” which many firms are experiencing now, focuses on using AI to enhance existing workflows, making tasks faster and more efficient. The second wave, “Re-engineering,” involves fundamentally rethinking processes, staffing models (including the traditional pyramid structure), pricing strategies, and the very nature of legal work to leverage AI’s capabilities more deeply. Looking further ahead, the third wave anticipates the emergence of entirely “New Business Models,” where law firms might offer tech-based services, explore adjacent business lines, embrace true outcome-based pricing, and potentially even reshape the legal value chain.

The discussion delves into the significant implications these waves have for law firm talent and structure. Raghu predicts a shift in the traditional law firm pyramid, potentially leading to leaner associate ranks but a greater need for experienced partners and, crucially, integrated tech talent. This necessitates not only attracting technologists but also potentially rethinking firm equity structures to retain them. Furthermore, the skill set required for the “lawyer of the future” is evolving; proficiency in delegation to AI tools, broader unstructured problem-solving, and embracing technological integration will become paramount, demanding changes in legal education and professional development.

Thomson Reuters is actively navigating and shaping this transformation, particularly through its AI platform, CoCounsel. Raghu highlights the rapid evolution of CoCounsel, emphasizing the continuous development of new “skills”—capabilities ranging from summarization and research to drafting and complex analysis like the innovative “Claims Explorer.” He explains TR’s strategy involves integrating proprietary data (like Westlaw), client-provided documents, and public information, leveraging advancements in Large Language Models (LLMs) from various providers to deliver comprehensive and powerful AI assistance. Prioritizing new skill development involves balancing significant client value with technical feasibility, constantly informed by close collaboration with innovation-focused customers.

Beyond law firms, the conversation explores the crucial role and adoption of AI within the court system. Raghu notes a surprising enthusiasm among courts, driven by the urgent need to address growing case backlogs and enhance access to justice within tight budgets. He points to Thomson Reuters’ significant partnerships, including a major agreement to deploy AI tools across the US federal courts and ongoing collaboration with the National Center for State Courts (NCSC), which is fostering education and policy discussions among judges and court staff nationwide. Complementing product innovation, TR’s expanded “Customer Success” initiative underscores the importance of user adoption, providing dedicated resources and best practices to help lawyers and legal professionals effectively integrate AI tools into their daily workflows, ensuring technology translates into tangible value.

Concluding with a look ahead, Raghu anticipates that smaller and mid-sized law firms may initially leverage AI more aggressively as a competitive equalizer, pushing larger firms to make bolder, more strategic moves beyond simple optimization. He stresses that the ultimate differentiator for success in the AI era will likely be less about the technology itself and more about effective change management—strategic clarity, operational implementation, and fostering a culture that embraces new ways of working. The rapid pace of AI adoption already witnessed in the legal sector signals that this transformation is not a distant prospect but a present reality reshaping the industry at an unprecedented speed.

Read the Whitepaper: “2025 Generative AI in Professional Services Report“

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[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 Charting the Three Waves of Legal AI Transformation with Thomson Reuters’ Raghu Ramanathan

This week, we cover the highlights of the recent Knowledge Management and Innovation for Legal Conference with our guests, Patrick DiDomenico, founder of Inspire KM Consulting and the organizer of the conference; Tanisha Little, Director of Knowledge Management at Simpson Thatcher; and Sara Miro, Director of Knowledge at Sullivan Cromwell. In a time of Generative AI Hype, the basic ideas behind Knowledge Management have never been more relevant. As much as we believe in the future of a technology that can build upon our current knowledge, how we structure and manage that knowledge will determine just how far we can go. Knowledge management has never been more important than it is today.

The episode begins with an exploration of the organizational complexities behind the inaugural conference. Patrick DiDomenico shares his experiences in orchestrating the event, noting the extensive, months-long commitment it entailed, yet expressing satisfaction with the innovative elements introduced, such as breakout sessions.

We then shift focus to the specific sessions led by our guests. Tanisha Little and Jennifer Mendez conducted a “KM 101” session, effectively orienting newcomers to the field. Additionally, an engaging KM Attorney Roundtable, facilitated by Sara Miro and Patrick Dundas, explored issues such as change management and the implications of generative AI.

Our discussion also covers the most impactful sessions from the conference. Key highlights include Andrea Alliston’s keynote on leadership amidst disruption, Jeff Rovner’s presentation on succession planning, and Mark Smolik’s perspective on aligning law firms with client needs. The consensus underscores the conference’s comprehensive value for professionals across all levels of KM expertise.

A significant aspect of the conference was the notable influx of newcomers to the KM field. Emphasizing the importance of foundational knowledge, Patrick DiDomenico notes that such conferences often attract a substantial proportion of first-time attendees. The provision of introductory content is pivotal for equipping these professionals for more advanced discussions in future gatherings.

For our Crystal Ball Question, there is a unanimous agreement on the transformative potential of generative AI, foreseeing an increase in KM specialization, refined use cases, and enhanced emphasis on data curation. Nevertheless, mastering foundational KM practices, such as change management, is deemed essential for fully capitalizing on these technological advancements. The episode concludes with an optimistic outlook on the continuous growth and evolution in the field of KM.

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⁠⁠⁠⁠Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠
Threads: @glambertpod or @gebauerm66
Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

Transcript

Continue Reading The Future of KM is Bright: DiDomenico, Miro, and Little Review the KM&I for Legal Conference (TGIR Ep. 229)

Five years ago, Dr. Heidi Gardner, Distinguished Fellow at Harvard Law School and co-founder, Gardner & Co, wrote the book, “Smart Collaboration” where she laid out the “why” behind smart collaboration efforts. In her upcoming sequel, “Smarter Collaboration: A New Approach to Breaking Down Barriers and Transforming Work,” Dr. Gardner explains the “who” and the “how” behind collaboration. The issues that law firms face today are incredibly complex and multifaceted. And in an industry famous for “going it alone,” that approach exposes firms to much greater risk than those who find ways of implementing “smarter collaboration” techniques. 
Smarter Collaboration helps increase revenues, profits, and efficiencies while reducing risks and improving client relationships and positive outcomes. While the idea of collaboration may sound like a “soft topic” for law firm leaders, Dr. Gardner points out that there is empirical data behind this and if firms are not engaging in smarter collaboration when doing the “real work” then they are either doing something that is pretty low value, or that falls into the realm of commodity work.  
In addition to data driven analysis, Smarter Collaboration also includes a number of examples of how companies and law firms thrive through the use of Smarter Collaboration. Plus, there is a test on determining behavioral tendencies when it comes to collaboration. This psychometric tool helps identify seven different dimensions which can lead to great collaboration within the organization, or may be barriers to collaboration. And, as strange as it may sound to those of us in the legal industry, law firms are not unique when it comes to collaborative behaviors. In fact, Dr. Gardner says law firms are more different from each other than they are from other professional services industries or large corporations.
Listen in for more details on the upcoming book, Smarter Collaboration.

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AALL Crystal Ball Question
This week we have John Beatty from the University of Buffalo Law School answer our crystal ball question where he points out that the pipeline of traditional law librarians for law schools may be running dry.
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Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com
Music: Jerry David DeCicca
Transcript

Continue Reading Increased Revenue, Profits, and Efficiencies through “Smarter Collaboration” – Dr. Heidi Gardner (TGIR Ep. 169)

We talk shop with Litera’s Vice-President of Sales for North America, Ashley Miller, including Litera’s growth over the past few years, and how long it can stay in that Goldilocks’ stage of being just the right size to be a big player, yet still nimble enough to pivot when needed.
The recent Changing Lawyer Virtual Summit featured recognizable speakers like Richard Susskind and Seth Godin, but also had Litera’s traditional outside the norm type speaker with Mark Schulman, rock drummer for the likes of P!nk and Cher. Miller zeroed in on something that Richard Susskind discussed at the conference about the changes in technology adoption in law firms during the pandemic. Are the advancements we’ve seen since March 2020 really innovation, or are they really just acceleration of automation designed to keep work afloat?
Finally, we talk data and what is meant by the single source of truth when it comes to data. Are we all making informed decisions based on the same, accurate data? Ashley Miller then turns the tables on the hosts by asking where they see the single source of truth in data when it comes to how law firms are going to handle data in the future.

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Contact Us
Twitter: @gebauerm or @glambert.
Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com.
Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.
Transcript

Continue Reading The Geek in Review Ep. 140 – Litera’s Ashley Miller on Data and the Single Source of Truth

Dentons Nextlaw Labs‘ Maya Markovich understands that rational lawyers would observe market dynamics and client pressures to weigh the costs and benefits of adapting their behaviors to survive change, stay employed, and make their work more fulfilling. But, people don’t always make rational decisions. And, law firm’s economic structure incentivizes lower efficiency as a method of obtaining higher revenue. 
Wordrake‘s Ivy Grey thinks that firms need to stop thinking of short-term gains at the expense of necessary long-term changes that will help lawyers create more value with their time. This shift really helps clients with their overall legal needs, not just the immediate need.
Join us as we walk through issues of change management, behavioral science, ethical fading, and legal industry business models and where Markovich and Grey believe the industry is headed in the not too distant future.
Check out Maya and Ivy’s three-part blog series:

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Information Inspirations
It’s the legal innovation’s Oscars time of the year. Many of our friends and colleagues have made the list of this year’s Fastcase50 and College of Law Practice Management Fellowships. Congrats to them all!!
Legal Innovators have some habits they need to change. Victoria Hudgins addresses those in her article on CIOs Reveal 4 Mistakes Every Law Firm Innovation Leader Should Avoid.
Speaking of bad habits, Zack Needles discusses the very bad habit of law firms who want to bring in the hot new CINOs (Chief Innovation Officers) to help advance innovation within their firms, but cannot see past the yearly budget, revenues, and profits to let the innovators try things that may fail before they succeed. Needles worries that this will cause a revolving door for CINOs with little chance of being given enough room to actually bring about innovative change in the firms.
Listen, Subscribe, Comment
Please take the time to rate and review us on Apple Podcast. Contact us anytime by tweeting us at @gebauerm or @glambert. Or, you can call The Geek in Review hotline at 713-487-7270 and leave us a message. You can email us at geekinreviewpodcast@gmail.com. As always, the great music you hear on the podcast is from Jerry David DeCicca.
Transcript

Continue Reading The Geek in Review Ep. 124 – Maya Markovich and Ivy Grey on Creating More Value with the Time You Have

Recently, I’ve encountered something that I’ve found unsettling. Compromising seems to be something that we equate with failure. In fact, people would rather watch something fail – even things they say they value – rather than take ownership of the change needed to make it succeed. I couldn’t understand why the current environment seems to promote and all-or-nothing approach in how we deal with other people, the management of processes, or the allocation of resources. I brought this up with a group of my peers, and I got a very insightful response from one person in the group.Continue Reading No One Wants to Own the Change

Image [cc] evan p. cordes

One of the biggest question marks in the legal industry is around driving change in law firms. We all know change is needed, but it tends to come very slowly for law firms [insert shocked exclamation here, soaked in sarcasm]. There are a number of classic law firm change methods…