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In this week’s Geek in Review, we sit down with Patrick Waldo, CEO of Unicorn Forms and proud Houstonian, to explore the intersections of data, document automation, and legal tech innovation. From the vibrant startup culture at Houston’s ION and the Capital Factory’s SXSW House event to the regulatory grind of form design, Waldo shares how his journey—from working in compliance-heavy industries to launching a playfully named but technically serious platform—is reshaping how we think about document-driven workflows.

Waldo pulls back the curtain on Unicorn Forms’ approach to digitizing and structuring data trapped in PDFs. With a background in regulatory intelligence, he understands firsthand how critical, yet painfully inefficient, static documents can be. Unicorn Forms aims to transform the “eight-and-a-half-by-eleven world” into structured, field-driven digital tools. By mimicking the look and feel of familiar e-sign interfaces while embedding structured fields and integrations like Calendly or Stripe, the platform bridges the gap between legal formality and technical interoperability.

Security and compliance are at the heart of the conversation as Waldo outlines the different levels of electronic trust, explaining how Unicorn Forms distinguishes itself with hashed documents, timestamp authorities, and encryption standards that exceed many traditional e-signature solutions. He highlights how many professionals—especially in legal, healthcare, and finance—aren’t aware of the risks they take when using non-secure PDFs for sensitive data like social security numbers or payment details.

The episode also dives into the often-overlooked role of data ontologies in making government and enterprise forms interoperable. Waldo describes the complexity behind something as seemingly simple as a name or address field and how lack of standardization leads to inefficiencies and errors. By applying his years of ontology-building experience, Unicorn Forms aims to enable more intuitive, human-readable, and system-compatible data capture, with real-world use cases already in place—like improving film permitting processes for the Houston Film Commission.

From a startup perspective, Waldo gets candid about fundraising challenges, the paradox of needing metrics to raise money and needing money to build metrics, and how early-stage companies must balance marketing, sales, and product development. He emphasizes the value of angel investors and local ecosystems like the ION and the Canon, while acknowledging the rising bar of investor expectations in today’s post-2023 funding environment.

Finally, Waldo shares his philosophy behind the Unicorn Forms brand—born as an April Fool’s joke but grown into a conversation starter and signal for early adopters. With Party City swag, a pink logo, and a message that draws in the curious and the creative, Unicorn Forms is redefining legal tech not just through software, but through an intentional, approachable identity. As Waldo looks ahead, he sees opportunity in pairing strong data engineering with AI tools—not just to automate, but to make legal and regulatory processes smarter, faster, and more human-centered.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

[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 Beyond the PDF: Patrick Waldo on Structuring Data for Security and Efficiency

In the latest episode of “The Geek in Review,” hosts Greg Lambert and Marlene Gebauer sat down with Karen Dunn Skinner and David Skinner, the dynamic duo behind Gimbal Consulting. This episode, part of the “Love & Legal Tech” mini-series, explores the professional and personal journey of Karen and David, who have carved a niche in the legal tech industry by helping lawyers build practices they love, ensuring they also have time to enjoy life outside work.

Karen and David shared their fascinating backstory, from meeting in law school to their adventures in Budapest, Hungary, and beyond. These experiences not only enriched their personal lives but also shaped their professional paths, leading to the inception of Gimbal Consulting. Their work focuses on adapting Lean and Lean Six Sigma methodologies to the legal profession, aiming to streamline lawyers’ practices for increased productivity and profitability.

Working together has its unique set of challenges and rewards, as the Skinners highlighted. Their collaboration is built on a deep understanding and mutual respect for each other’s strengths and viewpoints, even when they differ. This synergy has allowed them to navigate their professional endeavors successfully while maintaining a strong personal relationship.

The episode also delves into the practicalities and philosophies that guide Karen and David’s work-life integration. They emphasized the importance of establishing routines that cater to both their professional and personal needs, such as their morning meetings in the hot tub, which blend work planning with relaxation.

For couples considering a similar path, Karen and David offered sage advice: embrace the journey with open hearts and minds, acknowledging that while working with your spouse can be challenging, it can also be incredibly rewarding. Their story is a testament to the power of partnership in both love and legal tech.

Listeners of “The Geek in Review” will find this episode not only inspiring but also filled with practical insights into making a significant impact in the legal tech space while nurturing a fulfilling personal life.

Listen on mobile platforms:  ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ |  ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠

Contact Us: 

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

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⁠⁠⁠⁠Transcript

Continue Reading Love and Legal Tech: Karen Dunn Skinner and David Skinner of Gimbal Consulting

In our 40th Episode, Greg and Marlene interview Erin Levine, an attorney and founder/CEO of Hello Divorce, a service that makes divorce more human and accessible by offering legal help and wellness support throughout the process of dissolving a marriage.   Offered in California, Hello Divorce offers access to resources and tools and different service levels, from basic to concierge to a la carte access to independent fixed fee attorneys.  Erin highlights that the legal process can be confusing, dis-empowering and expensive and that Hello Divorce is a necessary guide to help people navigate the system in a way that doesn’t destroy them financially and emotionally.  While divorce representation is a consistent legal need, Erin highlights that there are many other parts of the process that are also necessary which don’t require attorney skills.  She leverages various forms of process improvement including outsourcing, automation, smart contracts to make the service application scalable.

Part of what is interesting about the discussion (and there are lots of interesting parts) is that Erin stands the idea of aggressive and hostile divorce action on its head.  While Erin has critics, she maintains the benefit of taking down level of tension and fear between the parties.  In fact, 92% of divorces started with hello Divorce have concluded without having to refer out to full rep attorneys. (10:17 mark)

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Information Inspirations

According to  Aliqae Geraci from Cornell and Shannon L. Farrell from University of Minnesota wrote an article entitled “Normalize Negotiations!” we teach librarians a lot about management skills, but we’ve lacked in teaching them basic skills like salary and promotion negotiation skills. There is a place for the American Library Association (ALA) and the American Association of Law Libraries (AALL) to teach their members these skills. (4:05 mark)Continue Reading Ep. 40 – Erin Levine on the Efficiency of Divorce as a Service

On this episode of The Geek In Review, we talk with Joe Lawson, Deputy Director of the Harris County Law Library in Houston, Texas. With Harris County being the third largest county in the United States, there is a large number of attorneys, judges, and citizens who use the law library for various reasons. In 2018, there were over 24,000 filings of self-represented petitioners. That is a lot. Dallas County, by comparison, had 6,000 in the same time period. Lawson believes that there is a duty of the law library to help train lawyers, not to just be more efficient in their personal practices, but to help them have more capacity to help assist pro se litigants. Lawson’s calculation is that a 3% increase in capacity, through advancements in technology usage, could help eliminate a majority of the pro se issues in the county.

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Back from South By Southwest (SXSW)

Greg returned this week from SXSW and a trip to Northern California. Although the music was great, it was the educational sessions which took up most of his time in Austin. Panels on Gen Z, and the art of Storytelling where two of the topics that caught his attention.

INFORMATION INSPIRATIONS

Washburn Law School in Kansas allows their 3L students to finish their last year of law school actually working in the industry. In their “Third Year Anywhere” program, students receive first-hand experience working with mentor lawyers in one of six different areas. They complete their educational portion of the curriculum through online courses. Is this an outlier in legal education, or a potential trend for other schools to follow?
Continue Reading Joe Lawson – How a 3% Increase in Lawyer Efficiency Can Solve a Pro Se Problem

Earlier this month, we were debating how to approach a client problem. There were two differing points of view, both had merit and either could be right. Either would get us to the finish line, solve the problem, score the run – insert your analogy of choice. But each position also had its drawbacks. Someone…