In the latest episode of “The Geek in Review” podcast, hosts Greg Lambert and Marlene Gebauer continue their series of interviews at the 2024 LegalWeek conference with guest Bill Piwonka, the Chief Marketing Officer at Exterro. The conversation dives into Exterro’s participation at LegalWeek, highlighting the return to pre-COVID attendance levels and the

On this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert interview Thomas Suh, Founder and CEO, and Ken Block, Senior Account Executive of LegalMation. The company provides AI-powered tools to help litigators automate repetitive tasks and work more efficiently. The conversation focuses on LegalMation’s products, overcoming resistance to adopting new legal tech, and predictions for the future evolution of legal service delivery.

Suh provides background on founding LegalMation about seven years ago to help streamline the “scut work” litigation associates spend time on. The flagship product automates drafting responses to lawsuits, discovery requests, demand letters, and more by leveraging a firm’s historical data. LegalMation initially built an automation tool internally at a law firm before deciding to spin it off into a standalone legal tech company. The product found an early champion in the form of a corporate legal department interested in licensing it. Today, LegalMation serves large corporate legal departments, law firms, and insurance companies.

Suh and Block discuss common roadblocks to adopting new legal technology like lack of trust and skepticism. Suh notes the importance of identifying the right use cases where efficiency gains matter most. For high-stakes litigation, efficiency may be less of a concern than for high-volume routine matters. Corporate legal departments are often early adopters because they are focused on efficiency and supplementing personnel. Law firms still incentivized by billable hours may be warier of efficiency gains.

For the YouTube Viewers, Block demonstrates LegalMation’s Response Creator tool for automating drafting of responses to complaints and discovery requests. The AI leverages a firm’s historical data to maintain proper tone and style while speeding up document preparation significantly. Lawyers can still review and edit the AI-generated drafts before finalizing. Suh explains that because the AI relies solely on a firm’s data, it maintains consistency rather than attempting to generate random creative language.

Looking ahead, Suh predicts that the litigation process will become more modular, with different firms or providers specializing in discrete phases rather than handling a case end-to-end. Block emphasizes that younger lawyers expect to leverage more technology and are unwilling to slog through repetitive manual tasks, which will force law firms to adapt. Technology stacks and automation will become selling points for recruiting top young talent.

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Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

Transcript

Continue Reading Thomas Suh and Ken Block on How LegalMation is Revolutionizing Litigation Efficiency (TGIR Ep. 222)

In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert have an illuminating discussion with Christina Wojcik, the new Managing Director of Corporate for LexFusion. Christina has over 20 years of experience pioneering innovation in the legal services and technology space.

The conversation covers Christina’s diverse background and journey into legal tech, including formative experiences at companies like Pangea3, IBM, Seal Software, and Citi. She shares key lessons learned about the importance of visionary leadership, solving real client problems, and embracing a fearless, entrepreneurial spirit.

Christina provides insights into top pain points for legal departments today, especially at highly regulated organizations like major banks. She discusses the cautious approach many are taking with emergent technologies like generative AI—treating it like a “monster behind the door” to be carefully studied before fully unleashing.

Christina advocates for “failing fast” when testing innovations, allowing for rapid iteration in a safe sandbox environment. She explains her rationale for joining LexFusion and how she hopes to leverage her well-rounded expertise to drive value for legal tech providers and clients alike.

The conversation concludes with Christina’s predictions for the legal industry’s evolution in areas like AI adoption, CLM consolidation, and new service delivery models. She provides a fascinating insider perspective on the future of legal innovation.

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠
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Voicemail: 713-487-7821
Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

Transcript

Continue Reading Unleashing the Legal Monster Behind the Door – LexFusion’s Christina Wojcik (TGIR Ep. 221)

Mollie Nichols is the CEO of Redgrave Data, a company that uses data analytics and technology to assist the legal industry. After leaving Hogan Lovells, Mollie launched Redgrave Data in January of 2022 and has seen a strong demand for their services in data analytics, regulation, compliance, and internal investigations. Companies often seek the expert assistance of Redgrave Data in order to improve efficiency among the law firms, eDiscovery services, ALSPs, and internal legal operations. She is working to move legal departments away from being seen as a “black hole for money” and focused more on the unique and valuable in achieving the strategic goals of the company. One of the hidden gems in these legal departments is the insights that the legal team can uncover through visualization and analysis of the data within the department. 
One area that Mollie things the legal industry needs to change is how it processes and analyzes the data we collect and create. You cannot look at data simply as a commodity. Where your data tools or your outsourced data analytics teams take unique batches of data and then send it through a one-sized fits all process. Data has to be analyzed through the lens of the current legal issue or toward the goals of the company. This is one of the areas that she says Redgrave Data stands apart from others in the field.
In her Crystal Ball projection, Mollie Nichols sees the use of artificial intelligence (AI) in the legal field is likely to increase, but some lawyers and judges may not fully understand or accept it. AI can help with the growing volume and complexity of data in legal cases, but there may be challenges in accessing and using this data effectively. Overall, she thinks that AI is going to have a significant impact on the legal field.

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We are SUPER GEEKED about our new logo design. Shoutout to logo designer @ChangoATX who did a wonderful job and got our new logo completed just in time for the holidays!! Let us know what you think.
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Transcript

Continue Reading Redgrave Data’s Mollie Nichols on the De-Commoditizing of Data in the Legal Industry (TGIR Ep. 184)

In a recent article from Legal IT Insider, Caroline Hill wrote about how “63% of all legal contracts are gender-biased” based on a report from Genie AI. We wanted to dive deeper into that topic, so we asked Caroline and Alex Denne, Genie AI’s Growth Marketing Lead, to come on at talk with us.
Genie AI is an Open-Source product with some 1,500 legal templates available in the UK currently and is looking to expand into the US in 2023. Alex Denne mentions that in the evaluation of these templates, and in discussions he was having in the industry, there was talk of gender-bias in contracts, but that there was no baseline to measure whether the industry was improving or regressing in its bias. Therefore, Genie AI took it upon itself to evaluate the contracts it had for bias terms and phrases. It was this evaluation that found that nearly 2/3rds of contracts had gender-biased terms in them.
Caroline Hill shares her experiences in the Legal Tech industry to note that the number of CIOs in the UK who are women is actually going down instead of up, and that she’s noticed that even in simple things like job descriptions, gender-biased terms have a cumulative effect. Jobs which pull from STEM graduates still used gender-biased terms and according to Hill, phrases like “we are looking for a strong” or “aggressive” or “go getter” tend to have a direct effect on whether women apply for these positions or not.
Alex Denne points out that the UK government is requiring gender-neutral language in all contracts they approve. Both Denne and Hill agree that in order for law firms to adjust their own contract language to use more gender-neutral terms, clients have a direct impact on how seriously they take that mission. If it is part of the culture of the client to reduce gender-bias, then perhaps that should be part of the outside counsel guidelines for the firms they use.

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Legal Value Network Crystal Ball Question:
This week, Erik Perez, Central Legal Operations Officer at Shell USA, Inc., answers our Crystal Ball Question by focusing on the long-term needs of legal operations to both stay on task, hire and retain excellent talent, and use the right people for the right tasks.
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Jerry David DeCicca
Transcript

Continue Reading Nearly Two-Thirds of Legal Contracts are Gender-Biased and Why That Matters – Alex Denne and Caroline Hill (TGIR Ep. 181)

The legal operations community was barely nascent a decade ago. Now there is a booming LegalOps profession and a number of professional associations have sprouted up to help the community learn and collaborate. Legal Operators is one of those communities. We asked the founder of Legal Operators, Colin McCarthy, to come on the show and talk about why he took a small legal ops community that started with a few people doing TED-Talk style presentations over drinks, to a community of thousands. Legal Operators produces online learning programs, a list of legal operations software and services, job board, and an innovation hub in order to support the growing legal operations profession.

Recently, Legal Operators created a magazine with the planned distribution in the tens of thousands. While this may seem outside of what you would think a technology-forward operations would do, McCarthy says he believes in doing the unexpected, and providing the best platform for the distribution of knowledge and information. Even if that means going “old-school” from time to time. Check out the online version of the Legal Operators Magazine here.

In September, Legal Operators is hosting the Summit By the Sea at Half Moon Bay, California. The September 14-16, 2022 curated, in-person event is designed for 100 legal ops professionals to gather together and share in conversation, networking, and best practices exchanges. There are a few seats still available.

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Information Inspirations

If you are looking for great podcast content that includes some of our peers in the legal community, check out Steven Poor’s Pioneers and Pathfinders podcast where he’s recently brought on the likes of Ed Walters, Colin Levy, Bob Ambrogi, and more.

Speaking of Bob Ambrogi, check out his article, “Why Legal Tech Fans Should Attend AALL in July” on his LawSites blog. Bob is a long-time supporter of the law library and legal information profession and has said for years that the AALL conference is truly a legal tech conference as well as an information conference. Add to this, it is in Denver this year, and you now have multiple reason to attend.

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Voicemail: 713-487-7270
Email: geekinreviewpodcast@gmail.com
Music: 
Jerry David DeCicca

Transcript

Continue Reading The Geek in Review Ep. 161 – Colin McCarthy of Legal Operators on Building a LegalOps Community

With the influx of Venture Capital and overall interests in Contract Lifecycle Management (CLM), the rest of the legal industry is finally figuring out what InnoLaw‘s Lucy Bassli has known for years; contracts are sexy. We sit down with Lucy to discuss her second book, CLM Simplified: Efficient Contracting for Law Departments and the potential of making the contract process faster, better, easier, smarter, more efficient, operationalized, and automated is the concept that is so appealing. Lucy Bassli’s experience in-house with Microsoft helped launch her new career advising other in-house and outside counsel on legal operations, and how to really communicate with one another in ways to produce true innovation.

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Information Inspirations

The Debt Relief Clinic was named the 2022 recipient of the Louis M. Brown Award for Legal Access for its commitment to increasing legal services to low-income Tennesseans and reaching that goal through the innovative use of technology.

We talked about the Law Firm Antiracism Alliance back in August of 2020 (Ep. 83), well our guest, Skadden’s Brenna DeVaney along with Cravath’s Kiisha Morrow talk with Thomson Reuter’s Thomas Kim to catch us all up on the progress that LFAA member firms are doing in order to keep up the momentum we all felt after the summer of 2020.

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. 148 – InnoLaw’s Lucy Bassli on the Sexiness of Contracts

Brad Blickstein, Principal at the Blickstein Group, a research and advisory firm for both in-house and outside law firms, joins us to talk about legal operation, and his recent experiences at the 2019 CLOC Institute in Las Vegas. As with many great conferences, the programming between 9 AM and 5 PM is good… but the conversations from 5 PM to 9 PM (or 5 AM, this was Vegas), are what makes the gathering really special. We’re calling it #CLOCAfterDark.
There’s a lot going on in Legal Operations, and the Blickstein Group has put out a Law Department Operations survey for over a decade. He gives some great insights on the relationships between in-house counsel and outside law firms. While there’s a big difference between the business operations in a company versus a law firm, the attorneys tend to be cut from the same cloth. Groups like CLOC are positioned perfectly to help lawyers understand the roles they need to play to protect their organizations. Blickstein stresses that Legal Operations is a broad topic, and that CLOC is part of that movement, but is not all there is within the movement. There’s a lot going on, and the opportunities are pretty expansive these days. (12:00 mark)

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Information Inspirations
Copyright is not something to LOL about. The Houston Independent School District was slapped with a $9.2 Million copyright violation for copying study guides. Even though they cleverly blocked out the warning on the guides that “copying of these materials is strictly prohibited.” Be careful out there when it comes to thinking it’s okay to copy and distribute materials which have copyright protection. It can cost you millions. (2:50 mark)
AI Sharecroppers. We all know that data is king these days, but not all data can be automatically gathered. At least not effectively. There is an underclass of labors out there who are being used to help gather and identify data needed to power AI programs, known as “human labeling.” As the name “sharecropper” might imply, they do a lot of work… but don’t make a lot of money. (5:25 mark)
Algorithm Problems creates Human Liabilities. We rely upon automation, AI, machine learning, and other technology to advance our society, but when those fail, it’s not the automation that takes the blame. It’s usually the human that is around at the time. MIT Technology Review talks about how we have a 21st Century tech problem that’s being adjudicated under 20th Century morals and laws. (7:05 mark)

Continue Reading Ep. 41 – Brad Blickstein on Legal Operations and #CLOCAfterDark

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…