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In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert are joined by Carolyn Austin, Director of Practice Innovation at K&L Gates; Brendan McDonnell, Partner at K&L Gates; and Abdi Shayesteh, CEO of AltaClaro. The conversation delves into innovative legal education strategies and the integration of generative AI in legal practice, highlighting how experiential learning platforms are shaping the future of legal training.

Abdi introduces AltaClaro’s experiential learning platform, designed to make lawyers practice-ready through simulation-based training. Utilizing a “Learn, Do, Review” methodology, the platform presents associates with real-world assignments, provides feedback from seasoned practitioners, and facilitates live review sessions. This approach aims to build confidence, enhance critical thinking skills, and improve efficiency among legal professionals by immersing them in practical scenarios that mirror actual legal work.

Brendan discusses K&L Gates’ longstanding commitment to innovation and education within the legal industry. He reflects on the firm’s history of embracing technology—such as developing one of the first e-discovery platforms—and its proactive stance on integrating generative AI into legal workflows. Recognizing the transformative potential of AI, K&L Gates formed an AI Solutions Group to prepare attorneys and allied professionals for the technological advancements reshaping legal practice.

Carolyn explains how K&L Gates collaborated with AltaClaro to develop specialized training programs focused on generative AI, including prompt engineering and supervisory courses. These programs address the challenges partners and managers face when integrating AI tools into their workflows, emphasizing ethical considerations, risk assessment, and effective supervision. The partnership ensures that all firm members, from associates to senior partners, are equipped with the necessary skills to use AI responsibly and effectively.

The guests explore the broader implications of AI adoption in the legal field, discussing challenges such as change management, ethical obligations, and the need for data-driven practices. They highlight the importance of fostering a culture of continuous learning and collaboration to stay ahead in a rapidly evolving industry. Looking toward the future, they express optimism about AI’s potential to enhance legal services, improve access to justice, and drive innovation, emphasizing the critical role of education and adaptability in this transformation.

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

TranscriptContinue Reading Bridging Legal Practice and AI: K&L Gates and AltaClaro Innovate Legal Training

In the legal profession, success is not solely about winning cases but also about building a sustainable practice that endures the test of time. Douglas J. Wood, a veteran entertainment and media lawyer, underscores this in his latest book, From Dawn to Dusk. Wood shares valuable insights on the importance of strategic planning for lawyers and offers advice on navigating the emotional and practical challenges of transitioning out of active practice. His reflections provide a roadmap for legal professionals aiming to build a thriving practice and smoothly transition into retirement.

Wood emphasizes the critical role that a well-structured business plan plays in the success of a legal practice. Drawing from his personal journey, he highlights how he adopted basic business principles early in his career, focusing on creating a detailed, written plan with specific, measurable goals. According to Wood, lawyers often overlook the necessity of such planning, choosing instead to rely on their legal expertise alone. However, by integrating business strategies into their practice, lawyers can significantly enhance their chances of long-term success. Wood’s approach demonstrates that a solid business plan is not just an option but a necessity for those who wish to thrive in the competitive legal landscape.

As lawyers progress in their careers, they inevitably face the challenge of transitioning out of active practice. Wood candidly discusses the emotional strain associated with this process, particularly the sense of irrelevancy that can emerge as one nears retirement. He stresses the importance of having a transition plan in place, one that allows lawyers to gradually step back while ensuring their clients are well taken care of by other attorneys. This transition, Wood argues, should not be left to chance; instead, it should be a carefully managed process that begins years before retirement. His advice serves as a reminder that, just as in the early stages of a career, strategic planning is crucial in the later stages as well.

One of the more pressing issues in today’s legal industry, according to Wood, is the generational gap exacerbated by the shift to remote work during the COVID-19 pandemic. This gap, he believes, threatens the traditional methods of mentoring and knowledge transfer within law firms. The remote working model has disrupted the interpersonal relationships that are essential for passing down wisdom from senior lawyers to younger associates. Wood warns that law firms must find ways to bridge this divide if they are to maintain a cohesive and effective workforce. His observations highlight the need for firms to adapt to the changing work environment while preserving the core elements of mentorship and collaboration that are vital to a firm’s success.

In essence, Wood’s insights offer a comprehensive guide for lawyers at every stage of their careers. From the importance of a well-structured business plan to the challenges of transitioning out of practice, his advice is both practical and deeply reflective of his own experiences. Moreover, his concerns about the generational gap in law firms serve as a timely reminder that the legal profession must evolve with the times while maintaining its foundational practices. For any lawyer looking to build a successful career and plan for a smooth retirement, Wood’s wisdom is invaluable.

Douglas J. Wood’s reflections on building a legal legacy are a testament to the power of strategic planning and foresight in the legal profession. His emphasis on business planning, career transitions, and the generational gap provides a roadmap for lawyers aiming to achieve long-term success and relevance. Wood’s insights serve as a reminder that a successful legal career is not just about winning cases but about building a practice that endures and evolves.

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

Continue Reading Transitioning Away from Your Multi-Million Dollar Practice: Douglas J. Wood

This week, we discuss the evolving landscape of professional development and training within the legal industry. With a special focus on innovative methods and technological advancements, this episode features insights from three distinguished guests: Adam Stofsky, CEO at Briefly, Ian Nelson, Co-Founder of Hotshot, and Caitlin Vaughn, Managing Director of Learning and Professional Development at Goodwin. Together, they explore how modern training programs are being reshaped to meet the demands of a rapidly changing legal environment.

Staying Relevant in Rapidly Changing Times
Adam Stofsky discusses the challenges and strategies for keeping legal training content fresh and relevant. Briefly’s custom content creation, which addresses real-time issues faced by legal teams, ensures that the material is always up-to-date. Stofsky highlights the importance of integrating modern tools like AI to enhance training efficiency without losing the human touch. The conversation transitions into how technology like AI and tools such as Descript are transforming content creation, allowing for more efficient and scalable training solutions.

Practical Skills and Training Innovation
Ian Nelson emphasizes the importance of practical skills over theoretical knowledge in legal training. He shares Hotshot’s approach to delivering hands-on, practical training that prepares lawyers for real-world scenarios. Feedback from users indicates a high demand for practical training that directly supports their daily tasks. Nelson also touches on the strategic importance of training programs, noting how firms are increasingly integrating such programs into their overall professional development plans.

Goodwin’s Comprehensive Training Program
Caitlin Vaughn presents an in-depth look at Goodwin’s first-year associate training program, a full-time, eight-week initiative that combines technical and professional skills development. Vaughn explains how the program blends live sessions, asynchronous learning, and interactive components to create a holistic training experience. This innovative approach not only prepares new associates for their roles but also fosters a culture of continuous learning. Vaughn also discusses the integration of laterals, focusing on personalized training plans to address individual needs and ensure smooth transitions.

Future Challenges and Opportunities
In the crystal ball segment, the guests share their insights on the future of legal training. They discuss the challenges of managing rapid changes in law, technology, and training methodologies. The consensus is that while there are significant challenges, there are also immense opportunities to innovate and improve the effectiveness of legal training. Customization, quality content, and effective pacing are highlighted as key factors for successful training programs in the future.

The discussions underscore the importance of innovative, practical, and engaging training solutions that keep pace with the evolving demands of the legal profession. As the legal landscape continues to change, firms that embrace these advancements will be better positioned to equip their lawyers with the skills they need to succeed.

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Contact Us: 

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

Contact Information:

Adam Stofsky: Adam@brieflynow.com | Briefly | LinkedIn: Adam Stofsky
Ian Nelson: Ian@hotshotlegal.com | Hotshot | LinkedIn: Ian Nelson
Caitlin Vaughn: LinkedIn: Caitlin Vaughn

Transcript:

Continue Reading The Evolving Role of Training and Professional Development in the Legal Industry

We conclude our discussion with Jennifer Bluestein, author of the book Stepping It Up: A Guide for Mid-Level Law Firm Associates, and talk about how associates mature into their roles as lawyers with law firms. As these second to sixth-year associates begin to take on more substantial legal roles, as well as leadership, mentorship, and allyship among their fellow lawyers, the stress of the job can become overwhelming. Bluestein talks through a number of examples of how mid-level associates can handle the increased workload, improve communications with partners at the firm, and realistically plan for their future. During the COVID era, associates my struggle with their work, feel depressed, or have other troubles adjusting to a disrupted work environment. Bluestein says that law firms need to address these issues by observing behavior and constant communication with associates who need help. Our clients are still in need of their lawyer’s counsel, and now more than ever, associates are really a necessary part of the law firm’s business.

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Information Inspirations

The Center on Ethics and the Legal Profession at Georgetown University Law Center and Thomson Reuters Institute published the 2021 Report on the State of the Legal Market. Beyond stating the obvious, that 2020 was an extraordinary year, the report suggests that the pandemic may be the tipping point for law firms and how they practice law going forward.

Summize is a new contract lifecycle product that claims to be a lightweight solution for contract review. There a number of interesting things it does, including how it summarizes the contract for easy review and exportable to MS Word and Excel.

Greg was on the other side of the interview this week when he sat down with Chad Main, host of the Technically Legal podcast. If you want to learn more about Greg on a professional and personal level, go check out the episode: Greg Lambert on the Importance of the 21st Century Law Librarian.

Listen, Subscribe, Comment

Please take the time to rate and review us on Apple Podcast. Contact us anytime by tweeting us at @gebauerm or @glambert. Or, you can call The Geek in Review hotline at 713-487-7270 and leave us a message. You can email us at geekinreviewpodcast@gmail.com. As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript

Continue Reading The Geek in Review Ep. 101 – How Mid-Level Associates Can Thrive at Law Firms – with Jennifer Bluestein

Welcome to the 100th episode of The Geek in Review. We hope you’ve enjoyed listening to the podcast as much as we’ve had in making it.

We talk with Jennifer Bluestein, Chief Talent and HR Officer for Perkins Coie in part one of a two-part interview. Jennifer’s new book, Stepping It Up: A Guide for Mid-Level Law Firm Associates helps associates, partners, HR, and professional development personnel better understand the needs of those second to sixth-year associates as they move from learning how to practice law to learning how to practice law, while managing up and down the associate ladder. In part one, we discuss the basic challenges of a mid-level when it comes to communication skills, and knowing when to delegate, and when not to delegate. We also cover the issues with understanding partner evaluations of associates and what the difference is between a coaching moment, and what is a performance issue.

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Information Inspirations

The American Bar Association reports that being a judge can be stressful.

If you’re looking for a great curated newsletter on all the mergers and other happenings in the legal tech industry, Nate’s News, curated by Nate Schorr, may be just what you are looking for.

AI bias is something we’ve all heard about. Recently the bias appeared in how the COVID vaccine is being distributed. At least that was how it was reported. Karen Hao from MIT Tech Review thinks it may be more of a people problem than an Algorithm/AI issue.

And speaking of AI, Sheppard Mullins is the first law firm to sign the EqualAI pledge, with the hope of reducing AI bias in the practice of law.

Listen, Subscribe, Comment

Please take the time to rate and review us on Apple Podcast. Contact us anytime by tweeting us at @gebauerm or @glambert. Or, you can call The Geek in Review hotline at 713-487-7270 and leave us a message. You can email us at geekinreviewpodcast@gmail.com. As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript

Continue Reading The Geek in Review Ep. 100 – Jennifer Bluestein on Stepping It Up: A Guide for Mid-Level Law Firm Associates

The Geek In Review – Episode 18 is ready just in time for your Thanksgiving travel enjoyment. Don’t forget to subscribe on iTunes or Google (or where ever you listen to your podcasts) so that you automatically get the latest episodes. Comments can be sent to @glambert or @gebauerm. Also, if you like our new theme music, check out Jerry David DeCicca’s new album on Spotify, or iTunes,

Nicholas Alexiou, Director of LL.M and Alumni Advising at Vanderbilt University Law School joins us for an in-depth discussion of what law schools are teaching students in the three years they have them. In an environment where students only care about things which are on the final, or on the bar exam, should professional development programs be required or affect GPA’s? While 1Ls and 2Ls get lots of attention from the professional development course, 3Ls are left to their own devices. Greg thinks there is room for improvement with 3Ls professional development from the law schools, law firms, and vendors.

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Marlene points out an MIT answer to “What is AI?” Sometimes a complicated concept can be explained on a napkin with a flowchart. This explanation is so simple, even Marlene’s Mom can understand it. Now, if MIT would come up with a flowchart to explain to Greg’s Mom what it is he actually does with a law degree and a masters degree in Library Science. 
Continue Reading E18 – Nicholas Alexiou – Professional Development Needs for Law Students

We’ve all probably heard some variation of the following two business quotes:

Prepare your staff so they can leave and go anywhere… treat them well enough so they don’t want to leave.

Q: What if I train them, and they leave?
A: What if you don’t train them and they stay?

I thought about both…

What started as a modest group of pricing people 2 years ago (I believe it was five of us) has grown now to about 200 people. The group is now comprised of pricing and project management people with a wide variety of titles and roles. Some in the group are strictly in these roles. Others…

Image [cc] Wonderlane

I’m usually not big on sharing motivational sayings, but occasionally I run across things that make sense to me and make me feel a bit more motivated in moving forward in my profession. I have run across two of those things in the past 24-hours.

First of all, I read Andy Hines’…