knowledge management

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This week, we sit down with Wendy Jephson, CEO and founder of Let’s Think, to explore how behavioral science is revolutionizing knowledge management and decision-making in legal organizations. Drawing from her extensive experience at NASDAQ and in legal tech, Jephson shares valuable insights into capturing tacit knowledge and improving critical thinking through technology.

The conversation delves into how Let’s Think is addressing one of the legal industry’s most pressing challenges: capturing and transferring the valuable knowledge locked in experts’ minds. Jephson explains their innovative approach of using behavioral science methodologies combined with AI to extract, structure, and share tacit knowledge within organizations. The discussion highlights how this technology not only preserves crucial expertise but also enhances client relationships and improves fee recovery rates.

A significant portion of the episode focuses on the intersection of behavioral science and legal technology. Jephson outlines how Let’s Think’s platform serves as a “thinking partner” for legal professionals, helping them develop strategic thinking skills while preserving institutional knowledge. The discussion explores how this approach differs from traditional automation-focused legal tech solutions by emphasizing the enhancement rather than replacement of human expertise.

The hosts and Jephson examine the practical implications of behavioral science-based technology for law firms, particularly in addressing challenges such as knowledge transfer between senior and junior lawyers, improving client communications, and justifying complex legal work. The conversation highlights how this approach can lead to better understanding of legal work’s value, potentially reducing write-offs and improving client satisfaction.

The episode concludes with a forward-looking discussion about the future of legal tech and women-led startups in the legal industry. Jephson shares her optimistic perspective on the increasing acceptance of AI in legal practice and the growing presence of women in legal technology leadership roles, suggesting a transformative period ahead for the legal industry.

Transcript

Continue Reading Leveraging Behavioral Science in Legal Tech: Wendy Jephson of Let’s Think

This week we welcome Tim Follett, the founder and CEO of Structure Flow, a visual structuring tool designed specifically for lawyers. The conversation begins with a light-hearted discussion about recent events each attended. Greg shares his experience at the KM&I conference in New York, while Tim recounts his time at the Legal Geek conference in London. Marlene, not to be left out, talks about participating in Houston’s Biketoberfest at the ION innovation hub and her insightful presentation with Ian Wilson from Servient on eDiscovery workflow.

Tim delves into his experience at Legal Geek, highlighting the festival-like atmosphere and the palpable momentum within the legal tech ecosystem. He notes a significant increase in focus on AI and legal technology, emphasizing how these tools are becoming integral in the industry. The diversity and growth of the event reflect the expanding interest and investment in legal tech solutions worldwide.

The discussion transitions to the critical role of data visualization in the legal sector. Tim explains how his frustrations as a corporate attorney—particularly the tedious process of creating structure charts in PowerPoint—led him to develop Structure Flow. He underscores the importance of visual tools in capturing and communicating complex information, making it more accessible and understandable. Visualizing relationships and connections help lawyers cut through complexity, a necessity in today’s intricate legal landscape.

Exploring the integration of AI, Tim describes how Structure Flow leverages artificial intelligence to enhance data visualization. By using large language models, the platform can automate the translation of written language into visual diagrams, effectively reducing manual workload and increasing efficiency. This capability is particularly useful in tasks like legal entity rationalization, where visualizing extensive data sets can be daunting and time-consuming.

Looking ahead, Tim shares his vision for the future of visualization tools in the legal industry. He envisions a seamless, interconnected tech stack where lawyers can initiate new matters with AI assistance, pulling in all necessary information and working across multiple platforms through a unified interface. This integrated approach aims to reduce mental load, improve collaboration, and ultimately transform how legal professionals interact with complex data. The episode concludes with Tim’s enthusiasm about expanding Structure Flow’s presence in the U.S. market, bolstered by recent Series A funding, and his insights into the evolving landscape of legal technology.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

Transcript

Continue Reading Tim Follett on Legal Data Visualization and Structure Flow

[Note: In preparation for the KM&I Conference later this week, I wanted to share some of my notes on the presentation that Laurent Wiesel and I are giving on the topic of Document Management Systems in the age of Generative AI. We only have 35 minutes to share our thoughts, so I wanted to compile my notes from interviews of leaders from NetDocuments, iManage, and LexisNexis and share with the audience. Hope to see many of you in NYC this week! – GL]

I. Executive Summary

The future of Document Management Systems (DMS) in the legal industry hinges on three distinct paths: Evolution, Integration, or Revolution. DMS solutions have long served as essential tools for organizing, storing, and retrieving legal documents and law firm knowledge, but the growing complexity and volume of legal data now demand more advanced capabilities. Traditional systems are showing their limits, and Knowledge Management (KM) professionals are at a critical crossroads where decisions must be made about how to move forward—by evolving existing systems, integrating new technologies, or embracing a revolutionary approach powered by Generative AI.

Through extensive conversations with leading vendors, including NetDocuments, iManage, LexisNexis Create, and Henchman, part of LexisNexis , this article explores how each path offers unique benefits to law firms and their KM teams. Evolutionary approaches involve enhancing existing DMS with AI-driven capabilities that automate document classification and retrieval. Integration focuses on seamlessly connecting DMS with other legal tech platforms, creating a unified ecosystem for data, workflow, and knowledge management. Finally, revolution—led by Generative AI—offers entirely new ways to automate drafting, deliver real-time insights, and transform how legal teams engage with knowledge.

For KM professionals, the choice among these paths is not merely technical but strategic. Evolving or integrating may offer incremental gains, but revolutionizing DMS with AI holds the potential for truly transformative change. As the vendors I spoke with demonstrate, these technologies can help firms unlock the full value of their knowledge assets, improve document workflows, and enhance client service delivery. By leading this charge, KM professionals can position their firms at the forefront of innovation, delivering a competitive advantage in a rapidly changing legal landscape.

Key takeaways for KM professionals include:

  • Generative AI transforms DMS from static repositories into proactive, insight-driven platforms.
  • AI-driven tools enhance the efficiency of document search, retrieval, and drafting, improving overall legal workflows.
  • The adoption of AI in DMS offers significant opportunities for KM professionals to lead in the implementation of innovative solutions that maximize the firm’s knowledge assets and improve legal service delivery.

Continue Reading The Evolution/Integration/Revolution of Document Management Systems in the Legal Industry

In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert welcome Jeroen Thierens, Strategic Account Advisor, and Jorn Vanysacker, co-founder of Henchman, a Belgian legal tech company that focuses on building an intelligent drafting assistant for lawyers working on complex transactional contracts based on precedents in the firm’s DMS.

Vanysacker shares the story behind Henchman’s founding, emphasizing the importance of solving a clear problem with a focused product strategy. The company’s mission is to unlock the collective knowledge within law firms and legal departments by connecting to their document management systems, recognizing contracts and clauses, and making this information easily accessible within Microsoft Word and Outlook.

Henchman serves both in-house legal teams and law firms, with a customer base spanning from boutique firms to AmLaw 200 firms. The platform addresses two main use cases: drafting transactions and assisting knowledge management teams in gaining data-driven insights to prioritize their work and boost relevant knowledge in search results.

The discussion also touches on Henchman’s integration with Microsoft Copilot, which aims to provide more accurate results when drafting contracts by leveraging the structured data and metadata within the platform. The company’s European perspective is reflected in its language-agnostic system, which works seamlessly with multiple languages, making it an attractive solution for global law firms.

Looking ahead, Vanysacker and Thierens discuss the challenges and opportunities presented by generative AI in the legal industry. While acknowledging the potential of large language models, they emphasize the importance of context and accuracy in transactional work. Henchman’s approach is to use AI as a tool to enhance their product, focusing on providing the next best options rather than just the next best words, ultimately aiming to become the “Chief of Staff” for each legal professional.

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

Transcript

Continue Reading Jorn Vanysacker & Jeroen Thierens from Henchman: We Are Building the “Chief of Staff” For Each Legal Professional

In this episode of “The Geek in Review” podcast, co-hosts Greg Lambert and Marlene Gebauer interview Ryan McClead and Kate Boyd, the CEO and COO of Sente Advisors, respectively, as part of their “Love and Legal Tech” series. The interview delves into the couple’s history in the legal technology space, their experience working together, and the challenges and benefits of being in a relationship while also being colleagues.

Ryan and Kate share their extensive backgrounds in legal technology, with Ryan starting in the industry in 2003 and eventually becoming the head of innovation at a law firm, while Kate began her career as an intern at a law firm and later transitioned to the vendor side, working for companies such as HighQ, Compliance HR, and Kira Systems. The couple met while working together at HighQ and became good friends before starting their own companies in 2018 and eventually dating.

When discussing the best aspects of working together, Kate mentions the empathy and understanding they have for each other’s work habits and the ability to help one another when stuck on a problem. Ryan adds that working together eliminates the need to “download” their workdays to each other every night, as they are already aware of what the other is dealing with. However, they also acknowledge the challenge of not letting work consume their entire lives and the importance of setting aside time for non-work activities.

The couple shares their experiences with reactions from others when they reveal that they work together, ranging from surprise to curiosity. They also discuss how they handle disagreements within their company, emphasizing the value of their different perspectives and the trust they have built in each other’s problem-solving abilities.

When asked about the interesting projects they are currently working on, Ryan and Kate highlight their involvement in AI-related projects, product launches, and technology evaluations for clients. They also offer advice for couples considering working together, stressing the importance of maintaining separate work and personal personas, knowing each other’s strengths, and nurturing professional friendships outside of their shared work 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 – Kate Boyd and Ryan McClead of Sente Advisors

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.

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

Transcript

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

On this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert explore innovations in legal search with ⁠Paulina Grnarova⁠ and ⁠Yannic Kilcher⁠, co-founders of ⁠DeepJudge⁠. This semantic search engine for legal documents leverages proprietary AI developed by experts with backgrounds from Google and academic AI research.

As PhDs from ETH Zurich, Grnarova and Kilcher recognized lawyers needed better access to institutional knowledge rather than constantly reinventing the wheel. DeepJudge moves beyond traditional keyword searches to a deeper integration of search and generative AI models like GPT-3. Partnerships provide financial support and key insights – advisors include execs from Recommind and Kira Systems while collaborations with law firms shape real-world product capabilities.

Discussing product development, Kilcher explains connecting search to language models allows generating summaries grounded in internal data without ethical or security risks of training individual models. Grnarova finds the core problem of connecting users to full knowledge translates universally across firms, though notes larger US firms devote more resources to knowledge management and data science teams.

When asked about the future of AI, Grnarova expresses excitement for AI and humans enhancing each other rather than replacing human roles. Kilcher predicts continued growth in model scale and capability, requiring innovations to sustain rapid progress. They aim to leverage academic research and industry experience to build AI that augments, not displaces, professionals.

DeepJudge stands out for its co-founder expertise and proprietary AI enabling semantic search to tap into institutional knowledge. Instead of reinventing the wheel, lawyers can find relevant precedents and background facts at their fingertips. As Kilcher states, competitive advantage lies in accumulated know-how – their technology surfaces this asset. The future of DeepJudge lies in combining search and generative models for greater insights.

Listen on mobile platforms:  ⁠Apple Podcasts⁠ |  ⁠Spotify⁠ | YouTube (NEW!)

Links:

Contact DeepJudge: ⁠info@deepjudge.ai⁠⁠

Contact Us: 

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠

Threads: @glambertpod or @gebauerm66

Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

⁠Transcript⁠

Continue Reading Paulina Grnarova and Yannic Kilcher from DeepJudge.AI: Unlocking Institutional Knowledge: How AI is Transforming Legal Search (TGIR Ep. 224)

Last Thursday, a group of some 400 legal knowledge management professionals came together for the Strategic Knowledge & Innovation Legal Leaders Summit (SKILLS) conference.  Oz Benamram asked me to pull together a 20 minute recap of all of the presentations that day, and share it with the 3 Geeks’ readers. So, here’s about a 20 minute recap of the 20 presentations for that day. Enjoy!!

Jason Barnwell – Keynote

There are two things that most of us know about Jason. First, he thinks there is always opportunities for improvement. Whether that is for himself, his team at Microsoft, and especially for law firms looking to better service their clients. His takeaway quote for me was when Kay Kim asked him what are law firms doing right and what are they doing wrong?

So the biggest challenge I see is, is structural, and as much as the business model works pretty well for about right now. But it doesn’t necessarily work great for where we’re going.

The other thing that we know about Jason is that if you are presenting on innovation in a law firm, he’s going to ask you specifically “is what you are doing benefitting the law firm only, or does it benefit the client?” So, expect to answer that question… at a minimum to yourself, even if Jason isn’t in the room.

Digital Transformation – Shark-TED-Talk-Tank (Part 1)

I loved all three sessions of our Shark-Ted-Talk-Tank presentations. We were just missing the three billionaires, and the large red carpet. But, the content was all there.
Continue Reading SKILLS 2022 – Recap

It only took us 31 episodes, but Marlene decided that what the show lacked was a phone number for listeners to call in. So, we now have one, and we have a question for you to vote on.
“Should The Geek In Review create a video promo for upcoming episodes?” (Greg says he has the face for radio, so vote no… Marlene says it’s a great idea, so vote yes.
Call 713-487-7270 and leave your voicemail of “YES” or “NO” and what other ideas you may have for the show.

This week we have a great guest, Vishal Agnihotri, who recently returned from a world wide Legal Hackathon session, and she and her team (called the Femme LeGALs) created over 180 ideas and concepts. Besides idea generation at a phenomenal pace, Vishal is also the Chief Knowledge Officer at Hinshaw Culbertson in New York. She walks us through her journey through Knowledge Management and where she sees opportunities in law firm KM through data security.

Greg is spending the week in Austin at SXSW, and is live-blogging as much as he can here. Wish him luck, as he has taken to riding those electric scooters through the streets of Austin.

Listen on mobile platforms:  Apple Podcasts LogoApple Podcasts | Overcast LogoOvercast | Spotify LogoSpotifyContinue Reading Episode 31: Vishal Agnihotri on Legal Hackathons and her ‘Femme LeGALs’ team

On this mini-episode of The Geek In Review, Greg talks about three eerie/interesting/scary instances where the technology seems to be ahead of us humans. Can Amazon be tracking us in a craft store? Are automated computer game players AI? Should guidance apps like WAZE, create a dangerous situation? Well, all three happened. Is it purely happenstance, or is it the technology going beyond our understanding. Probably happenstance… but still eerie.

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Marlene explored a number of unique holiday drinks, music, and customs. So, if you’re still in the holiday mood… check out ¿Donde Esta Santa Claus? by the Gusters, Bloodshot Records 13 Days of XMas, particularly, The Pagans Had it Right, by Devil in a Woodpile, and How to Make Gravy by All Our Exes Live in Texas. If you need a drink, try the Puerto Rican holiday drink of Coquito.
Continue Reading Episode 23: The Technology Twilight Zone