competitive intelligence

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Over the past month I have given about a dozen talks in large conference settings with hundred of people, or at smaller intimate partner/ counsel lunches, or for people spanning the globe via webinar. The discussions have ranged in content and theme but all were legal industry favourites including:

  • the state of the legal industry 10 years out from the great recession of 2018;
  • the seat change from Baby Boomers to Millennials in firms, and what that means for the way work is done, how people are motivated and what success looks like;
  • competitive intelligence – what is means in and for the legal industry right now;
  • personal branding for lawyers and non lawyers and why it matters; and
  • emerging legal technology tools, adoption techniques, use cases and efficiency plays;

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On this episode of The Geek In Review, Marlene (@gebauerm) and Greg (@glambert) talk with long time friend and colleague Emily Rushing, Competitive Intelligence Director at Haynes and Boone in Dallas, Texas. In Emily’s decade at Haynes and Boone, she has implemented a stellar competitive intelligence process and has found a method of encouraging partners to share information and to build trust among throughout the firm. In addition to traditional CI tools, Emily has leveraged her firm’s CRM tool in ways that would make most of us in other firms envious.

Once again, Marlene and Greg get to record this week’s podcast together while Marlene is visiting Texas. Greg also “triple-dog dared” Marlene to reach out to one of their podcasting heroes, “Make Me Smart’s” Molly Wood while Marlene was in Austin.…
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Since leaving the law firm back in June, I find myself in a really unique position to be able to provide CI consulting services and advice to law firms, law students and legal departments of all shapes and sizes. It is really amazing to me how legal CI has morphed and changed over the years, and

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Perhaps I’m one of the lucky few that has always had a good relationship with the Marketing Department. Although I am the incoming President of the American Association of Law Libraries, I am also a member of the Legal Marketing Association, and I find value in both. I have leveraged the relationships built by the…

Is Legal CI Sales Enablement


I’ve posted here before about CI as the new Client Intelligence and I still believe that. Clients more than ever – still – want to work with lawyers and law firms who understand their business, and that comes from, among other things, CI. But in giving a presentation recently to

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I just returned from the AALL annual meeting in Philadelphia and had an interesting discussion with a colleague about Google.  First, let me set the scene: I was on a panel with Zena Applebaum and we had just answered a question about our favorite CI resources.  A member of the audience then asked why neither…

When I started in law firm competitive intelligence (CI),
there were few of us doing it and making any headway at the time.  Over time, lots of people have tried to do
legal CI, Librarians, marketing folks, even seasoned CI professionals from
other industries have tried their hand at it, but eventually walked away.  There…