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 we are joined by Shayne Phillips, Director of Analytics Solutions at Anaqua/Acclaim IP. Shayne talks about the value that Patent Agents bring to the legal industry. She explains how Patent Agents can use data to uncover insights about competitors and potential markets, and how they can go beyond the typical patent search to provide competitive intelligence and business intelligence.
She emphasizes how Patent Agents can help R&D teams use the patent literature to their advantage, such as looking for references to answer an office action from an examiner or to conduct a freedom to operate opinion piece. Additionally, Patent Agents can look for trends in what patents a competitor has let die before their statutory term, and what countries they are now filing in where they maybe hadn’t before with that particular technology. This can help uncover potential markets and provide insight into what the competitor may or may not know about a particular geographical region.
Many law firms realize the value that Patent Agents can bring to making existing clients more profitable by understanding their patent portfolio as well as uncovering the strategic directions that potential clients may be headed in their patent and overall business goals.
As with many industries, Shayne recognizes that there is a giant role that technology and AI tools will play in the immediate future of the profession. With millions upon millions of patents to parse through, there is definitely value in leveraging the technology to enhance the role she plays in finding the hidden jewels that are buried in patent information.
Join us as we talk with Shayne about her career growth, her move to Texas, and her involvement in the Licensing Executive Society to mentor and connect with the newer generation of LES members.
Shayne’s Twitter – @ShaynePhillip15

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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 The Secret Weapon: Leveraging Patent Agents to Gain a Competitive Edge – Shayne Phillips (TGIR Ep. 186)

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;

Continue Reading You Spin Me Right Round…

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’sMolly Wood while Marlene was in Austin.
Continue Reading Podcast Episode 8 – Emily Rushing on CI, CRM, and Collaboration

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

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