This week, we welcome back Kara Peterson and Rich DiBona of Descrybe to talk about the company’s rapid growth and its expanding role in legal research. Since their last appearance, Descrybe has not only built out new tools but also entered academia by joining the curriculum of more than 350 universities around the world. Kara reflects on her earlier career in legal education and how this new partnership feels like coming full circle. Together, she and Rich share how Descrybe is positioning itself to fill the gap left by other providers while keeping affordability and accessibility at the core of their mission.

A major highlight of the discussion is Descrybe’s unique approach to legal citators. Unlike traditional tools that often provide a blunt “treatment” of a case, Descrybe’s citator allows issue-level analysis and even introduces a “backwards citator.” This means researchers can see not only how later courts interpreted a case but also how the judges who wrote the opinion cited and treated earlier authorities. Rich explains the technical challenges involved in training their system on 30 million citations, while Kara describes how these innovations give researchers new storytelling and analytical power when building arguments.

The conversation also dives into the Legal Research Toolkit, Descrybe’s paid tier that offers a collection of tools designed for professionals who need more advanced case law analysis. While the company continues to provide free access to its core research platform, the toolkit adds features such as issue explorers and advanced citator functions. Kara emphasizes the company’s deliberately simple pricing model, which prioritizes trust and accessibility. At just $10 a month for non-commercial use and $20 for commercial users, the service is priced more like everyday software than the traditional high-cost legal research platforms.

The discussion moves into broader industry trends, including the wave of acquisitions by major players like Thomson Reuters and Clio. Kara and Rich note that while consolidation is reshaping the market, it also leaves space for new entrants to innovate. With data becoming the most valuable commodity in legal tech, Descrybe is building curated and clean datasets across statutes, regulations, state constitutions, and even attorney general opinions. Both guests highlight the importance of accuracy, data hygiene, and minimizing hallucinations, explaining how their closed-system approach helps ensure that results remain grounded in actual legal documents rather than speculative AI outputs.

Finally, the episode touches on ethics, recognition, and the future. Descrybe recently won the Anthem Award for Ethical AI, a nod to its safeguards against hallucinations and commitment to transparent data practices. At ILTACon, the team found themselves impressing not only potential clients but also leaders from larger companies who were curious about how such a lean startup was able to achieve so much. Looking ahead, Kara predicts the pace of change in legal technology will only accelerate, challenging law firms to keep up, while Rich warns of the commoditization of AI capabilities and stresses the importance of staying ahead of the curve. Together, they bring both humor and insight, reminding listeners that the legal research market is shifting quickly and that affordability, accuracy, and ethics will shape its next chapter.

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 The Cytator Strikes Back: Kara Peterson & Rich DiBona On Descrybe’s Fresh Take on Legal Research

This week on The Geek in Review, we welcome Zach Posner, co-founder and managing director of The Legal Tech Fund. Zach brings a dynamic mix of first‐hand experience and visionary insight into the world of legal tech investments. The conversation kicks off with a discussion of recent high-profile funding rounds—such as Harvey’s $300 million raise—and the growing influx of generalist VC interest in the legal space. This episode sets the stage by framing legal tech as a rapidly evolving market that’s finally getting the spotlight it deserves.

Decoding Funding Dynamics and Early-Stage Challenges
A key portion of the discussion centers on the inefficiencies of early-stage funding in the legal tech arena. Zach explains that, unlike public markets with readily available metrics, early-stage investments rely heavily on personal relationships and entrepreneurial trust. He highlights how the lack of data and public comparables makes each handshake a significant moment of risk and opportunity. The dialogue provides listeners with an insider’s perspective on why leadership credibility and entrepreneurial vision are often more critical than raw business metrics in legal tech startups.

Community Building and Collaborative Innovation
Another major theme in the conversation is the importance of community and collaboration. Zach underscores that the Legal Tech Fund isn’t just about injecting capital—it’s about cultivating an ecosystem where startups, law firms, and legal departments work hand-in-hand. The fund’s unique approach of engaging with 65 different portfolio companies daily has fostered a network that benefits from shared insights and strategic partnerships. This community-first approach, according to Zach, is instrumental in driving both innovation and seamless product integration for legal professionals.

Embracing AI and User-Centric Solutions
The conversation takes a forward-looking turn as Zach discusses how artificial intelligence is revolutionizing legal workflows. While many legal tech innovations focus on enhancing efficiency, he stresses that creating an exceptional user experience is paramount. Zach notes that the rapidly evolving AI landscape demands that legal tech startups not only keep pace with technological advancements but also prioritize intuitive design and seamless integration. This approach helps ensure that even as technology becomes more powerful, it remains accessible and directly relevant to the end user.

Looking Ahead: The Future of Legal Tech
Wrapping up the episode, Zach offers a crystal ball view of the future, predicting that the next few years will see even more dramatic changes in legal tech. From AI-driven workflow automation to innovative partnerships between law firms and startups, the sector is poised for transformative growth. He encourages legal professionals to experiment, learn continuously, and stay curious about emerging technologies. For listeners eager to explore further, Zach directs them to legaltech.com and TLTFsummit.com, promising more insights and upcoming announcements. This episode is a must-listen for anyone interested in the convergence of law, technology, and innovation.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading A Deep Dive into Legal Tech Investment with TLTF’s Zach Posner

This week, we welcome Gabriela “Gaby” Isturiz—a serial entrepreneur, legal tech pioneer, and co-founder of The XX Fund. Gaby’s impressive background includes building multiple high-growth SaaS companies that were acquired by Fortune 500 firms, and her transition into venture capital has fueled a mission to support women-led startups. The conversation sets the stage by delving into the rapid evolution of legal tech, with a special focus on the challenges and opportunities presented by generative AI.

Gaby dives into the transformative impact of generative AI on the legal tech landscape. She highlights how startups are racing to adopt the latest AI capabilities yet warns that simply labeling a product as “AI-powered” does not guarantee success. Drawing on research that compared customer responses to landing pages with and without explicit AI mentions, she underscores the critical importance of balancing technological buzzwords with clear, tangible value propositions. For enterprise customers, the promise of AI must translate into concrete benefits rather than inflated expectations.

The discussion then shifts to the hurdles of scaling a legal tech business. Gaby explains that the journey from achieving problem-solution fit to securing product-market fit involves a series of challenges—from attracting early customers and retaining them, to navigating the complexities of scaling operations and talent acquisition. In an industry where incumbents hold significant distribution advantages, Gaby advises startups to adopt a laser-focused approach. By outperforming established players in specific niches and iterating rapidly, nimble startups can gain a foothold even against the so-called 800-pound gorillas of the market.

A significant portion of the episode is dedicated to exploring the mission behind The XX Fund. Gaby shares her personal journey—from leaving a high-paying role to build solutions that truly matter, to her realization that mentorship and strategic investment could empower the next generation of women founders. She explains how The XX Fund specifically targets early-stage tech and tech-enabled companies with valuations under $10 million, aiming to address the stark funding disparities faced by women-led ventures. Gaby’s passion for providing both capital and access resonates throughout the conversation, as she emphasizes that creating an inclusive ecosystem benefits the entire industry.

Looking ahead, Gaby offers a forward-looking perspective on the future of legal tech and professional services. She predicts that while technological advancements like AI will continue to disrupt workflows and streamline operations, the real challenge lies in mastering go-to-market strategies. Legal tech startups must not only innovate but also clearly communicate the value of their solutions to a market inundated with new tools and applications. Gaby’s crystal ball insight reminds us that success in this rapidly changing environment depends on a delicate balance between technological prowess and strategic customer engagement, ensuring that innovation translates into sustainable growth.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Links:

Blue Sky: ⁠@geeklawblog.com⁠ ⁠@marlgeb⁠
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPTContinue Reading The Fund XX’s Gabriela Isturiz on AI, Scaling, and Empowering Women Entrepreneurs

This week, Greg Lambert sits down with Tom Dunlop, CEO and founder of Summize, and Laura Proctor, Chief Marketing Officer, to explore the evolution and impact of Summize in the contract lifecycle management (CLM) space. From its innovative beginnings to its strategic positioning in a competitive market, this discussion unveils the strategies, challenges, and future trends shaping legal technology.

Tom Dunlop shares the frustrations that sparked the idea for Summize, recounting his days as an in-house lawyer overwhelmed by the manual review of locked PDF contracts during due diligence. “It was painstaking,” Tom recalls, “I knew there had to be a better way.” Teaming up with a software engineer, he sought to create a tool that could generate instant, usable summaries of contracts. Thus, Summize was born, tackling not only legal pain points but also bridging communication gaps between legal teams and broader business units.

Laura Proctor highlights Summize’s unique approach to embedding its tools within widely used platforms like Microsoft Word, Slack, and Teams. This strategy ensures lawyers and business users can collaborate seamlessly without leaving their existing workflows. “Why ask lawyers to leave Word when they already love working there?” Laura explains, emphasizing Summize’s commitment to user-centric design. This integration not only enhances efficiency but also shifts the perception of legal teams from bottlenecks to enablers.

Central to Summize’s implementation is their “Hero Framework,” a three-step process designed to reduce legal bottlenecks, enhance efficiency, and track progress with actionable analytics. Tom explains, “We focus on reducing low-value, high-volume tasks, enabling self-service for the business, and then optimizing legal workflows.” This framework has even led to unexpected benefits, such as elevating the “personal brand” of legal teams within organizations.

Laura delves into the differences between US and UK markets, noting that US buyers often have prior experience with CLM tools, while UK customers may be making their first purchase. This distinction shapes Summize’s marketing and implementation strategies, with a focus on ensuring rapid time-to-value and addressing previous pain points. “In the US, it’s about reassurance and quick wins,” she explains, highlighting the importance of tailoring approaches to meet varying customer needs.

Looking ahead, Tom envisions a future where AI moves beyond single tasks to orchestrate complex workflows, potentially disrupting the billable hour model and democratizing access to legal knowledge. “If we can monetize legal knowledge rather than time, we could 10x the market,” he predicts. Laura adds that Summize will continue leaning into creativity and differentiation in an increasingly crowded market, ensuring their solutions remain bold and memorable.

This episode is a deep dive into the innovative strategies that are redefining CLM and the broader legal tech landscape. From the practical application of AI to enhancing legal collaboration, Summize offers a glimpse into the transformative potential of technology in the legal world.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Blue Sky: @glambertpod @marlgeb
⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPT

Continue Reading Summarizing Success with Summize’s Tom Dunlop and Laura Proctor

On this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert delve into how AI can transform legal writing with ClearBrief founder and CEO Jacqueline Schafer. As a former litigator, Schafer experienced firsthand the frustrating scramble to finalize briefs and prepare filings. She founded ClearBrief in 2020 to leverage AI to analyze documents and suggest relevant evidence and citations to streamline drafting.

ClearBrief integrates into Microsoft Word to align with lawyers’ existing workflows. By uploading case documents and discovery materials, the AI can pull facts and quotes directly from the record to support legal arguments in the brief. New features even generate chronologies and timelines from case files automatically. Schafer explains the AI doesn’t hallucinate text from scratch, avoiding ethical pitfalls. Rigorous security and confidentiality controls provide the trust needed to gain adoption at top law firms.

According to Schafer, attorneys now exhibit much greater openness to tailored AI tools that enhance productivity versus disrupting their workflows entirely. Younger associates and paralegals tend to be most enthusiastic about the technology while firm leadership lags. She believes empowering the next generation of legal professionals with AI will modernize law practice to better serve unmet needs.

Looking ahead, Schafer expects to expand ClearBrief’s features to assist paralegals along with corporate attorneys beyond litigation. By leveraging AI to handle tedious tasks like cite-checking, lawyers can focus their time on high-value analysis and strategy. With the aid of trusted AI writing assistants, attorneys can craft compelling briefs and filings more efficiently while still verifying the underlying sources.

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

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Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

Transcript:Continue Reading Jacqueline Schafer on Writing Briefs at the Speed of AI: How ClearBrief is Transforming Legal Drafting