The Geek In Review: Recent Episodes

Greg Lambert & Marlene Gebauer

Welcome to The Geek In Review, where podcast hosts, Marlene Gebauer and Greg Lambert discuss current events in legal information.

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This week, we have a lively discussion with June Liebert and Cornell Winston, President and President-Elect, respectively, for the American Association of Law Libraries (AALL). The conversation centers around the upcoming AALL annual conference, scheduled for July 20-23, 2024, at the Hyatt Regency in Chicago.

June Liebert, Director of Information Services at O'Melveny & Myers LLP, kicks off the discussion by diving into the conference theme. She emphasizes the importance of librarians taking proactive leadership roles, particularly in the context of the rapidly evolving landscape influenced by Generative AI. June highlights the concept of "innovation intermediaries," individuals who not only generate innovative ideas but also ensure these ideas are implemented effectively. This theme resonates with the need for transformative thinking, urging librarians to embrace significant changes rather than settling for incremental improvements.

This year’s keynote speaker is Cory Doctorow, a renowned sci-fi author and advocate for digital rights, Doctorow’s presence promises to bring a unique perspective on the intersection of technology and societal impact. June shares her enthusiasm for Doctorow, whose work with the Electronic Frontier Foundation (EFF) and writings on "enshittification" – the degradation of online platforms over time – provide critical insights into the ethical implications of technological advancements. Doctorow’s focus on the human impact of technology, rather than just the technology itself, offers valuable reflections for the legal information profession.

Cornell Winston, law librarian at the United States Attorney's Office, provides a comprehensive overview of what attendees can expect from the conference. With over 60 educational programs, including a pre-conference workshop on AI strategy, the event promises rich learning opportunities. Cornell underscores the value of networking and connecting with peers, highlighting the inclusive environment fostered by the Host Program for first-time attendees. His advice to explore sessions outside one’s usual domain and to meet new people each day encapsulates the spirit of professional growth and community building.

As the conversation unfolds, the trio touches on the broader theme of innovation and technology within law libraries. June and Cornell discuss the shift from physical books to digital resources, reflecting on how generative AI and other technologies are reshaping the profession. June mentions the implementation of live closed captioning for sessions, a first for the conference, enhancing accessibility and providing real-time transcripts for attendees.

June shares her experiences as the first Asian American president of the association, highlighting her efforts to promote diversity, equity, and inclusion. Cornell, looking ahead to his presidency, discusses plans to review AALL’s governance structure and explore the future of law libraries in an increasingly digital world. The episode wraps up with a preview of the 2024 conference in Portland, Oregon, promising another enriching experience for the legal information community.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠

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In this episode of The Geek in Review podcast, hosts Greg Lambert and Kate Boyd from Sente Advisors (standing in for Marlene Gebauer) sit down with Giles Thompson, Head of Growth, and Jun Choi, Growth Executive at Avvoka, to discuss the company's innovative approach to document automation and the impact of generative AI on the legal industry.

Avvoka is a no-code document automation platform that enables legal professionals to streamline the creation and management of complex legal documents and contracts. The company has recently introduced AI-enhanced features such as SmartAutomation (with GenAI) and SmartConsolidation , which aim to simplify the process of building automations.

Giles and Jun highlight the differences in knowledge management practices between the US and UK, with the former being more technology-focused and the latter being more human-centric. Avvoka's platform caters to both law firms and in-house legal teams, with clients ranging from Warner Brothers Discovery and McDonald's to booking.com.

The company also hosts a vendor-agnostic community event series called "Logically Drafted," which bring together legal professionals interested in document automation to share their experiences and insights. These events have gained traction globally, with upcoming sessions planned for Houston (Tuesday 18 June) and Chicago (Friday 21 June), and other cities.

Looking ahead, Avvoka is focusing on integrating generative AI technologies into its platform while ensuring data security and client control. The company is collaborating with clients to provide flexibility in terms of hosting and integrating large language models, allowing them to maintain control over their data and manage risks associated with these emerging technologies.

Giles and Jun emphasize the importance of being realistic about the capabilities and limitations of generative AI in the legal industry. They believe that document automation will continue to play a crucial role, with AI serving as an enhancement rather than a replacement for existing tools and processes. The key challenge for vendors like Avvoka will be to navigate the hype surrounding generative AI while delivering practical, value-driven solutions to their clients.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠

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In this episode of The Geek in Review, hosts Greg Lambert and Marlene Gebauer, along with special co-host Toby Brown of DV8 Legal Strategies, discuss the subscription-based legal services model with Mathew Kerbis, founder of Subscription Attorney, LLC, and Jack Shelton, co-founder of Aegis Space Law. The guests share their experiences and insights on adopting a subscription-based model as an alternative to the traditional billable hour.

Mathew Kerbis explains that his inspiration for transitioning to a subscription and flat fee model stemmed from the realization that many attorneys, including himself, could not afford their own billable rates. He emphasizes the importance of automating processes and leveraging technology to manage workflow and client needs efficiently, especially when offering lower-priced services.

Jack Shelton, whose firm focuses on the commercial space industry, shares his motivation for adopting a subscription model. He highlights the benefits of predictability and cost transparency for clients, particularly startups and small to medium-sized businesses. Shelton also discusses the development of in-house software to streamline complex analyses and improve accuracy and record-keeping for clients.

The guests explore the challenges and opportunities of scaling and sustaining a subscription-based model. Kerbis notes that the model is highly sustainable due to the predictability of monthly recurring revenue, while Shelton emphasizes the importance of refining processes and forms to ensure efficiency and effectiveness.

Looking to the future, Kerbis predicts that the rapid advancement of AI and the changing nature of legal practice will lead to a significant shift in the industry within the next five years. He suggests that if big law firms do not adapt, there may be a mass exodus of young associates seeking better work-life balance and the opportunity to start their own practices. Shelton, while agreeing with Kerbis to an extent, remains cautious about predicting a flood of lawyers leaving big law due to their risk-averse nature.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠

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In this special episode of The Geek in Review, host Greg Lambert sits down with Ed Walters, Chief Strategy Officer at vLex, to discuss two significant announcements: the integration of vLex's Vincent AI with iManage Work and the automated docket ingestion feature with iManage using vLex's Docket Alarm.

The integration between Vincent AI and iManage's Insight Plus collection allows law firms to leverage their internal knowledge assets alongside vLex's extensive public law database. This combination of the "two halves of the legal brain" enables lawyers to create brilliant first drafts and analyze documents using the power of generative AI. Walters emphasizes the importance of data quality and the role of knowledge management teams in curating the best practice documents for training AI models.

Security is a top priority for both vLex and iManage in this integration. Walters details the various measures taken to ensure data protection, including encryption, dedicated master keys for each firm, and compliance with industry standards such as ISO 27001 and SOC 2. He also clarifies that vLex uses retrieval-augmented generation, securely passing relevant documents to a closed instance of the foundation model without training on the data itself.

The second announcement focuses on the automated docket ingestion feature, which seamlessly saves court filings from Docket Alarm into the correct iManage folders. This practical solution eliminates the manual process of saving documents and ensures that all team members have access to the most up-to-date versions of the filings.

Looking ahead, Walters hints at future integration points between vLex and iManage, emphasizing the potential for generative AI to help law firms differentiate their services and meet client expectations. He sees Vincent AI as a secure bridge between generative AI and a firm's internal work product, enabling them to leverage their knowledge assets without the need for expensive, in-house foundation models.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠

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In this impromptu episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert reconnect after being on the road for a few weeks. They discuss their recent "Love and LegalTech" mini-series, which featured eight couples sharing their experiences working in the legal technology industry. The series provided insights into communication, work-life integration, and the passion for innovation shared by the guests.

The conversation then shifts to a recent webinar by Toby Brown and Ian Wilson, where they discussed the potential impact of AI tools on law firm hours and profits. While the idea of AI reducing billable hours may seem controversial, the hosts agree that firms must adopt these tools to remain competitive. They also touch on the importance of aligning innovation with practice groups and the need for subject matter experts and people with strong interpersonal skills to drive change management.

Greg demonstrates an example of agentic AI using a tool called Crew AI. He sets up a task to search for information on a company called Take 5 Oil Change, using multiple AI agents to gather, synthesize, and report the findings. The process involves using SERPER, a Google search agent, an AI agent (Anthropic Claude), and a reporting agent. The output includes a log of the actions taken and a one-page report on the company, its leadership, and industry classification.

The hosts discuss the potential applications of agentic AI, such as quickly gathering information for client pitches or identifying legal issues. They also explore the possibility of running AI agents within secure cloud environments to address data privacy concerns. While the concept of agentic AI is still evolving, the hosts believe there is significant potential for these tools to streamline processes and enhance efficiency in the legal industry.

The episode concludes with a lighthearted mention of Greg's AI-generated song created by UDIO about checking conflicts before going on vacation, showcasing the creative possibilities of AI tools in the legal profession.

Listen on mobile platforms: ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Threads: @glambertpod or @gebauerm66Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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In this impromptu episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert reconnect after being on the road for a few weeks. They discuss their recent "Love and LegalTech" mini-series, which featured eight couples sharing their experiences working in the legal technology industry. The series provided insights into communication, work-life integration, and the passion for innovation shared by the guests.

The conversation then shifts to a recent webinar by Toby Brown and Ian Wilson, where they discussed the potential impact of AI tools on law firm hours and profits. While the idea of AI reducing billable hours may seem controversial, the hosts agree that firms must adopt these tools to remain competitive. They also touch on the importance of aligning innovation with practice groups and the need for subject matter experts and people with strong interpersonal skills to drive change management.

Greg demonstrates an example of agentic AI using a tool called Crew AI. He sets up a task to search for information on a company called Take 5 Oil Change, using multiple AI agents to gather, synthesize, and report the findings. The process involves using SERPER, a Google search agent, an AI agent (Anthropic Claude), and a reporting agent. The output includes a log of the actions taken and a one-page report on the company, its leadership, and industry classification.

The hosts discuss the potential applications of agentic AI, such as quickly gathering information for client pitches or identifying legal issues. They also explore the possibility of running AI agents within secure cloud environments to address data privacy concerns. While the concept of agentic AI is still evolving, the hosts believe there is significant potential for these tools to streamline processes and enhance efficiency in the legal industry.

The episode concludes with a lighthearted mention of Greg's AI-generated song created by UDIO about checking conflicts before going on vacation, showcasing the creative possibilities of AI tools in the legal profession.

Listen on mobile platforms: ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Threads: @glambertpod or @gebauerm66Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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In this special "Love and Legal Tech" episode of The Geek in Review podcast, host Greg Lambert sits down with Alexis Hayman, Director of Business Development at Consilio, and Jeff Niemczura, Discovery Attorney at Google, to discuss their unique journey as a couple working in the legal technology industry.

Alexis and Jeff first met in Cleveland, Ohio, while Jeff was a graduate student and Alexis was an undergrad. Their paths diverged as they pursued different careers – Jeff initially considering a PhD in religion and Alexis exploring art history. However, life had other plans, and they both found themselves drawn to the legal profession. Jeff stumbled into law school and graduated into the Great Recession, which led him to become a discovery professional. Alexis, influenced by her father's innovative approach to his law practice and title insurance company, as well as her mentor, civil rights attorney Jacqueline Green, decided to pursue a law degree at Temple University.

As the couple navigated their careers, they faced challenges and opportunities that brought them closer together in the legal technology space. When Jeff took a job in California, Alexis decided to "infiltrate" the industry, bringing her passion for improving efficiency and building better client relationships to her roles. Their shared experiences and different perspectives on innovation and technology lead to engaging discussions and occasional disagreements, but ultimately strengthen their bond.

Alexis and Jeff emphasize the importance of being well-resourced in their current roles, which allows them to tackle novel challenges and collaborate with talented colleagues. They find excitement in their work, whether it's being at the forefront of client relationships or finding creative solutions to complex problems.

When asked about their advice for couples considering working in the same field or together, Alexis stresses the importance of being friends with your partner and being able to picture a respectful relationship even in the worst-case scenario. Jeff echoes this sentiment, emphasizing the need for genuine curiosity about one another's lives and the value of giving each other space when needed.

As Alexis and Jeff continue to navigate their love and legal tech journey, their story serves as an inspiration for couples seeking to balance their personal and professional lives in an ever-evolving industry.

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

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In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert welcome back Richard Tromans, founder of Artificial Lawyer, after his year-and-a-half sabbatical. Tromans shares his insights on the impact of generative AI on the legal industry and discusses his upcoming Legal Innovators conferences in California and London.

Tromans observes that while the legal industry is generally enthusiastic about the potential of generative AI, there is a stark contrast in the perception of its impact outside the legal bubble. He believes that the technology will have a significant effect on the legal sector, but it will be mostly benign, with the potential to add value to the profession once the hype and cynicism subside.

The key to real transformation, according to Tromans, lies in integrating AI throughout the entire business process, rather than using it as a mere helper tool. This integration should encompass document management systems, knowledge management capabilities, templates, and precedents. However, he emphasizes that the current economic model of the legal industry must adapt to the technology for true transformation to occur.

Tromans also discusses the upcoming Legal Innovators California conference in San Francisco, which will focus on generative AI, standardization, and the infrastructure needed to support the evolving legal landscape. The event will feature speakers from law firms, in-house legal departments, academia, and major tech companies.

Looking ahead, Tromans believes that the biggest challenge for the legal industry over the next two to five years will be the willingness of clients and law firms to embrace change and rethink their processes. He argues that the industry could have adopted AI-driven solutions years ago, but the impetus to do so was lacking. The success of this "gentle revolution" will depend on the ability of clients and law firms to challenge assumptions and adapt to the changing technological landscape.

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Email: geekinreviewpodcast@gmail.com
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In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert welcome back Kris Satkunas, Director of Strategic Consulting at LexisNexis CounselLink, to discuss the findings of the 2024 Trends Report. The report, now in its 11th year, provides valuable insights into the legal industry, particularly focusing on hourly rates and spending patterns.

Satkunas explains that the data used in the report comes from the CounselLink Insight benchmarking database, which normalizes and anonymizes data related to matters and billing from CounselLink customers. This year's report highlights significant increases in hourly rates, with firms relying more heavily on this lever to increase revenue and offset rising costs due to inflation. However, the degree to which rates have increased in recent years is noteworthy, with certain practice areas, such as M&A and IP litigation, commanding even higher rate increases.

Despite the substantial rate hikes, the report shows that blended rates at the matter level are not increasing as much, suggesting that other factors, such as staffing and leveraging, are helping to mitigate individual rate increases. Satkunas also notes that while there is a perception that high rates may drive clients to mid-sized firms, the data does not support this trend, with large law firms maintaining and even growing their client base.

The discussion also touches on the adoption of alternative fee arrangements (AFAs), which has remained relatively stagnant over the years, with only around 10% of matters having some form of AFA. However, Satkunas remains optimistic that the increasing pressure on corporations to manage costs, coupled with the adoption of AI and other technologies, may lead to a greater uptake of AFAs in the coming years.

Looking ahead, Satkunas predicts that rates will continue to rise, but the legal industry will likely see changes in the business model as AI becomes more integrated into legal practices. She emphasizes the importance of in-house counsel investing in the right talent to assess their needs and determine which technologies will best address those needs. Additionally, as AI advances, more transactional work may become commoditized, potentially leading to increased adoption of AFAs for these components of legal matters.

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Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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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.

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Our friend Damien Riehl stopped by to talk with Marlene Gebauer about two big happenings at vLex. Riehl unveiled exciting advancements in vLex's AI-powered legal research platform and shed light on vLex's commitment to streamlining legal workflows and reducing the need for extensive prompt engineering.

One of the major developments is the enhanced document analysis feature. Users can now upload legal documents, such as complaints, and vLex's AI will automatically extract key information including claims, facts, parties involved, and potential legal defenses. This eliminates the tedious manual process of reviewing and analyzing documents, saving lawyers significant time and effort. Additionally, the platform suggests relevant legal research questions based on the document's content, further expediting the research process.

vLex's advancements directly address the growing concerns surrounding prompt engineering in legal tech. By automating key analytical tasks, the platform empowers lawyers to focus on higher-level strategizing and client interactions, rather than spending hours crafting the perfect prompts for AI tools. Riehl echoes the sentiment of OpenAI's Sam Altman, believing that successful AI integration should render prompt engineering obsolete. He acknowledges that the option to fine-tune prompts remains, similar to Boolean search techniques, but emphasizes that vLex aims to make it a choice rather than a necessity.

The potential impact on the legal industry is substantial. Clients, especially large corporations, can leverage vLex's capabilities to analyze past legal actions and assess the value provided by their law firms. This transparency could lead to a shift from billable hours to flat-fee arrangements, incentivizing efficiency and cost-effectiveness.

Further amplifying vLex's potential, the company welcomes Daniel Hoadley, a renowned legal tech expert, to lead their research and development team. Hoadley's expertise in data science and large language models promises exciting advancements in harnessing the power of vLex's vast legal document database. With a robust roadmap of projects, vLex's is poised to continue pushing the boundaries of legal technology and shaping the future of legal practice.

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In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert sit down with Joe Breda, President of Bloomberg Law, and Mathew Rotenberg, CEO and co-founder of Dashboard Legal, to discuss Bloomberg's recent acquisition of Dashboard Legal. The acquisition aims to expand Bloomberg's reach within the legal workflow market and enhance its suite of tools for the legal industry.

Dashboard Legal, born from Rotenberg's experience as a practicing attorney, focuses on streamlining project management and collaboration processes for lawyers. By integrating Dashboard Legal's features with Bloomberg Law's existing tools, such as AI-powered contract solutions, the combined platform seeks to provide a comprehensive legal workstation that addresses the pain points of managing the increasing complexity and volume of information in legal work.

The acquisition also presents an opportunity to leverage generative AI in a hyper-context-sensitive manner, allowing lawyers to access relevant information and perform tasks like document comparison and compliance checks within a secure, controlled environment. This approach aims to address law firms' concerns about data privacy and control while still harnessing the power of AI.

Breda and Rotenberg emphasize the potential for the combined platform to serve not only large law firms but also small to mid-sized firms and in-house legal departments. The user-friendly interface and accessibility of Dashboard Legal, coupled with Bloomberg's resources and credibility, make it an attractive solution for legal professionals across the board.

As the integration process begins, Rotenberg will join Bloomberg Law's senior leadership team, working closely with Breda to expand the platform's capabilities and deliver on the promise of an AI-enabled, content-rich legal workflow solution. The acquisition marks an exciting development in the legal technology landscape, with the potential to significantly improve the way lawyers work and collaborate.

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The International Legal Technology Association (ILTA) is launching a new conference called EVOLVE, which will focus on the rapidly evolving topics of generative AI and cybersecurity in the legal industry. Ken Jones, Principal Consultant at Xerdict Group LLC, and Josh Smith, Information Security Manager at Ogletree Deakins, join the podcast to discuss the conference and the challenges and opportunities presented by these cutting-edge technologies.

ILTA EVOLVE is designed to be a more intimate event compared to the larger ILTACON conference, with an expected attendance of 300-500 people. This smaller scale allows for deeper technical discussions, more personal interactions, and easier access to experts and speakers. The conference will feature a keynote speaker, a roundtable discussion, and 20 educational sessions led by a diverse group of talented speakers.

One of the key challenges faced by legal technology professionals is the need to balance the potential benefits of generative AI with the responsibility to protect client data. Law firms have a fiduciary duty to be strong stewards of their clients' information, and the use of AI models that rely on vast amounts of data can create conflicts of interest. The conference will explore ways to make these models secure and compliant while still leveraging their capabilities to enhance legal services.

The keynote speaker for ILTA EVOLVE will be Joe Sullivan, former CSO of Facebook, accompanied by Lily Yeoh, founder and president of C1 Risk. Their presentation will focus on the legal issues faced by law firms in the event of a cybersecurity incident and how to respond effectively. The conference will also provide ample networking opportunities, including evening events, coffee breaks, and a business partner display area where attendees can engage with vendors and learn about the latest solutions.

Looking to the future, the co-chairs predict that both cybersecurity and generative AI will continue to evolve rapidly, becoming more sophisticated and valuable to the legal profession. In the realm of cybersecurity, the battle between attackers and defenders will likely be ongoing, requiring constant vigilance and adaptation. For AI, the application of best practices and methodologies from software development will be crucial in ensuring that these powerful technologies are deployed effectively and responsibly within law firms. ILTA EVOLVE aims to provide attendees with the knowledge and tools they need to navigate this complex landscape and harness the potential of these transformative technologies.

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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.

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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.

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In this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert wrap up their series of interviews from the LegalWeek 2024 conference in New York with a conversation with Kelly Griswold, CEO of Onna. Kelly shares her objectives for attending the conference, which include interacting with customers and partners, staying on top of industry trends and innovations, and bringing her remote team together to build community.

Kelly provides an overview of Onna, explaining that the company primarily serves enterprise and corporate clients by managing their unstructured data with a focus on internal collaboration apps. Onna collects and integrates with various data sources to establish live connectivity and data transformation, making the data ready for searching and discovery to power downstream workflows such as litigation requests, early case assessment, and investigations. Kelly emphasizes the importance of data management as a necessary enabler for future innovations in the legal tech space.

The conversation touches on the challenges of managing data in the enterprise and how Onna helps clients improve their processes. Kelly explains that Onna's approach involves helping enterprises build a data foundation that is accessible when needed, allowing them to skip several steps in the traditional linear workflow. This value proposition is particularly appealing to enterprises looking to avoid downstream costs by having better visibility and control over their data.

Kelly also discusses the impact of generative AI on the legal industry, noting that while there is a lot of buzz around the technology, companies are realizing the importance of getting their data in order before diving into experimentation and implementation. She believes that the awareness brought by the hype around generative AI is driving companies to make fundamental investments in data management.

Looking to the future, Kelly shares her crystal ball prediction for the next 5-10 years, envisioning a world where natural language communication and automation will transform the way legal workflows are handled. She imagines a scenario where drafting a contract could be done through verbal communication and a system that asks questions and generates the agreement, reducing the need for manual, hands-on work.

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In this week's episode of "The Geek in Review" podcast, co-hosts Greg Lambert and Marlene Gebauer interview Michael Bommarito and Jill Bommarito, the CEO and Chief Risk Officer of 273 Ventures, respectively. The couple, who have been together since high school, share their experiences working together in the legal technology space.

Michael and Jill discuss the advantages and challenges of working closely together in the same organization. They highlight the benefits of being able to bounce ideas off each other in real-time and the ability to seamlessly cover for one another when family responsibilities arise. However, they also acknowledge the lack of boundaries between work and home life, which can be both a blessing and a curse.

The Bommaritos also delve into their work at 273 Ventures, particularly their focus on developing Large Language Models (LLMs) with a clean data approach. Jill, one of the world's first certified AI auditors, brings her expertise in compliance and risk management to ensure that the models are built ethically and in accordance with legal standards. Michael shares his excitement about the potential applications of their LLMs, such as automating due diligence processes and drafting contract revisions based on identified risks.

When asked about the reactions they receive from others regarding working together, the couple admits that most people express sympathy and curiosity about how they manage to do it successfully. They attribute their success to their long history together and the shared experiences they have had, both personally and professionally.

Finally, the Bommaritos offer advice to other couples considering working in the same field or business. They emphasize the importance of being certain that both partners are fully committed to the idea, as it can be an all-consuming experience. They also stress the significance of knowing each other well before embarking on such a venture, as a strong foundation is crucial for navigating the challenges that come with working closely together.

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In this episode of "The Geek in Review," co-hosts Greg Lambert and Marlene Gebauer engage with Dan Lear, VP of Partnerships at InfoTrack, capturing insights from the latest LegalWeek 2024 conference. Lear shares his observations on the evolving landscape of legal technology, noting the increased diversity of technologies present at the conference compared to previous years. He highlights a shift from a narrow focus on eDiscovery to a broader array of legal tech solutions, indicating a significant expansion in the sector's innovation and investment interest.

Dan Lear delves into the transformative impact of artificial intelligence (AI) in the legal industry. While AI dominated previous discussions with a mix of fear and fascination, Lear suggests the narrative is shifting towards practical integration and utility. The conversation reflects on the cyclical hype surrounding AI, with speculation on whether the legal sector has reached or surpassed its peak AI moment. Lear posits that the real value of AI will unfold as it becomes more embedded in legal workflows, transforming efficiency rather than replacing legal professionals outright.

InfoTrack's role and offerings in the legal tech space receive a detailed exploration. Lear explains how InfoTrack serves primarily small to medium-sized law firms, facilitating more efficient litigation support through integrated cloud-based solutions. He underscores the challenge and opportunity in educating and transitioning firms to embrace digital practices for docketing and court filings, emphasizing InfoTrack's mission to expand electronic access to court services for the betterment of legal accessibility and efficiency.

Lear further discusses the demands and dynamics of InfoTrack's clientele, identifying a trend towards specialization and business acumen within law firms. He predicts that technology will play a pivotal role in enabling firms to succeed by enhancing client acquisition, service delivery, and operational efficiency. The conversation underscores a broader industry evolution towards recognizing and leveraging technology not just for the sake of innovation, but as a strategic asset to differentiate and thrive in a competitive landscape.

Concluding the episode, Lear reflects on the future trajectory of the legal industry and InfoTrack's place within it. He envisions a legal sector increasingly shaped by technological advancements, where AI and digital platforms streamline processes and redefine the nature of legal work. Through Lear's insights, the episode offers a compelling snapshot of the current state and exciting prospects of legal technology, highlighting the continuous journey towards more accessible, efficient, and innovative legal services.

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In the fourth round of interview of "The Geek in Review" podcast's mini-series "Love & Legal Tech," hosts Greg Lambert and Marlene Gebauer chat with Chris Ford and Nikki Shaver, the dynamic couple behind the Legal Technology Hub. Their project, conceived out of necessity and frustration with the lack of a single source of truth for legal technology solutions, has grown into a thriving business that categorizes and reviews over 2000 legal tech products, aiding law firms and corporate legal departments in navigating the vast landscape of available technologies.Their story begins in Australia, where Chris and Nikki first connected through a dating site, a testament to their adventurous spirits and willingness to embrace new technologies, even in their personal lives. This spirit of innovation and exploration carried over into their professional lives when they decided to tackle the challenge of creating a centralized platform for legal technology solutions during the pandemic. Their complementary skills in marketing, legal tech, and innovation have been crucial to their success, demonstrating the power of collaboration and mutual respect in both business and personal relationships.Working together presents its challenges, notably in balancing professional demands with family life, as they navigate attending the same industry events while ensuring the wellbeing of their two children. Yet, it's clear that their partnership strengthens both their business and their relationship, as they share a common goal and a deep understanding of each other's strengths.Chris and Nikki's journey is a shining example for other couples in the legal tech industry, emphasizing the importance of shared vision, respect for each other's expertise, and the willingness to support one another's ideas, no matter how ambitious. Their advice for other couples looking to work together in the industry is to focus on their common goals and leverage their unique strengths, ensuring that their partnership is both professionally rewarding and personally fulfilling.Their dedication to innovation, coupled with their strong relationship, showcases the potential for couples to make significant contributions to the legal tech industry while building a life together.

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In this episode of "The Geek in Review," hosts Greg Lambert and Marlene Gebauer celebrate the one-year anniversary of CoCounsel, the pioneering Generative AI Legal Research Tool launched by CaseText. They are joined by Pablo Arredondo, Vice President of CoCounsel at Thomson Reuters and co-founder of CaseText, to discuss the significant strides and challenges faced in developing and implementing generative AI in legal research. Pablo shares insights into the early days of exploring generative AI and the transformative potential it held for overcoming the limitations of traditional keyword-based search methods in legal research.

The conversation delves into the technical and strategic journey of bringing CoCounsel to market, highlighting the team's rapid pivot to leverage GPT-4 technology and the collaborative effort that ensured its successful launch. Pablo emphasizes the importance of quality control, trust, and addressing the nuanced requirements of legal research to ensure that CoCounsel met the high expectations of its users, including law librarians and legal professionals.

Pablo also reflects on the broader implications of generative AI for the legal industry, including the rapid adoption by law firms and legal departments seeking to leverage this technology to enhance their research capabilities and workflow efficiencies. The discussion touches on the ongoing challenges and opportunities presented by generative AI, such as regulatory considerations, ethical concerns, and the need for continuous education and adaptation within the legal profession.

The acquisition of CaseText by Thomson Reuters is discussed, with Pablo sharing his perspective on the strategic move and its potential to further expand and enhance CoCounsel's capabilities and reach. He highlights the synergy between CaseText's innovative approach and Thomson Reuters' extensive resources and market presence, which together aim to drive the next wave of advancements in legal technology and research tools.

Finally, the episode explores future directions for generative AI in legal research, including the expansion of CoCounsel's capabilities to encompass a wider range of legal tasks and its potential to transform the practice of law. Pablo's enthusiasm for the possibilities ahead underscores the significant impact that generative AI is set to have on the legal industry, promising to revolutionize how legal professionals interact with information and conduct research.

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In our third installment of Love and Legal Tech, we talk with Ab Saraswat and Priti Saraswat. Ab and Priti met while training to be barristers in the UK. They were on opposing debate teams, and Ab proposed within a year of meeting Priti. They have been married for almost a decade. Though they didn't originally intend to work together, they both ended up at legal tech company Litera for several years but in different roles. People were surprised to later learn they were married.

Currently, Ab is the Chief Revenue Officer at legal project management startup Lupl. Ab is also the podcast host at Fringe Legal. Priti is the Legal Tech Consulting Manager at Baker Hostetler's alternative legal services provider IncuBaker. Though their roles differ, being in the same industry allows them to bounce ideas off each other. However, the blurred lines between personal and professional lives can be challenging. They try not to talk about work on vacation.

Professionally, they handle disagreements through discussion and debate thanks to their backgrounds. They present their opinions but don't fight about them, often agreeing to disagree. Socially, they set expectations ahead of time for how long they’ll stay at events. They “divide and conquer” at conferences by networking separately but checking in.

The common reaction now is that it's cool they work in the same industry because they understand each other’s challenges. They want to stand on their own professionally, not just be known in relation to each other. Their advice to other couples considering working together is to focus on communication and keep an open mind when sharing opinions.

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In the latest episode of "The Geek in Review" podcast, co-hosts Greg Lambert and Marlene Gebauer continue their series of interviews from this year's LegalWeek conference by engaging with Joshua Lenon from Clio. As Clio's Lawyer in Residence, Lenon delves into the insights derived from the company's Legal Trends Report, emphasizing the data-driven analysis of law firm practices and trends. The report, which leverages aggregated anonymous usage data from tens of thousands of law firms using Clio, offers a unique perspective on the productivity, billing, and technological adoption within the legal industry, particularly among mid-sized law firms.

Lenon shares intriguing findings from the report, highlighting a significant increase in productivity, billable hours, and revenue across the industry over the past eight years. However, a closer examination of mid-sized law firms (defined as those with 20 to 200 lawyers) reveals disparities in matter handling and productivity gains compared to smaller firms. Lenon explains how mid-sized firms maintain a consistent workload per lawyer by adjusting the ratio of lawyers to non-lawyer timekeepers based on demand. This adaptability showcases the strategic management of resources within mid-sized firms to optimize efficiency and service delivery.

The discussion further explores the impact of financial technology (FinTech) on law firms' operational efficiency. Lenon illustrates how adopting new payment methods and technologies significantly improves firms' collection rates and client payment experiences. Specifically, mid-sized firms that embrace FinTech and client-centered approaches see notable improvements in their financial health, underscoring the importance of innovation in enhancing legal services delivery.

Lenon also introduces Clio Duo, an in-house AI tool designed to enhance law firms' access to and interaction with their own data. By providing a chat-based interface for exploring firm data, Clio Duo aims to streamline tasks and improve efficiency, allowing lawyers to focus on high-value work rather than administrative tasks. This development represents Clio's commitment to leveraging technology to address the evolving needs of the legal profession.

Lenon predicts some of the challenges and opportunities facing the legal profession, particularly in relation to artificial intelligence (AI) and document creation tools. He speculates on the limitations imposed by traditional word processing applications like Microsoft Word and suggests that the future will likely see a paradigm shift towards more interactive and multi-dimensional tools for legal work. This shift, Lenon argues, could dramatically enhance productivity by integrating AI more seamlessly into the legal drafting process, moving beyond the static, page-focused approach of current software.

Throughout the conversation, Lenon's insights underscore the dynamic interplay between technology and legal practice. As legal technology evolves, so too does the potential for law firms of all sizes to improve efficiency, client satisfaction, and ultimately, profitability. The episode illuminates the importance of data-driven decision-making and technological adaptation in the legal industry's future. By embracing these tools and insights, law firms can better navigate the challenges of the modern legal landscape, ensuring they remain competitive and responsive to their clients' needs.

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In the latest episode of "The Geek in Review," Marlene Gebauer hosts a fascinating conversation with Sonja Ebron and Debra Slone, the dynamic couple behind Courtroom5, a pioneering startup in the Justice Tech space aimed at empowering pro se litigants. As part of the "Love & Legal Tech" series we discuss the personal and professional relationship that propels Courtroom5 forward, providing valuable insights into the intersection of love, partnership, and innovation in the legal tech industry.

Courtroom5 stands out in the Justice Tech sector by offering a unique platform designed to educate, encourage, and empower individuals representing themselves in court. Sonja, as CEO, orchestrates a broad range of responsibilities, from technical leadership to marketing efforts, while Debra, wielding her expertise as a PhD Librarian and CTO, focuses on managing the extensive content that forms the backbone of Courtroom5's service. Their combined efforts have earned Courtroom5 recognition and awards, underscoring the impact of their work on providing accessible legal support to those without formal legal representation.

The story of how Sonja and Debra met over a game of spades in Durham, North Carolina, adds a personal touch to their professional narrative, highlighting the serendipitous beginnings of their relationship and eventual collaboration. This personal bond, fortified by shared experiences and a mutual understanding of being "screwed over in court," has been instrumental in shaping the vision and mission of Courtroom5. Their complementary skills – Sonja's technical acumen and Debra's information management prowess – enable them to tackle the challenges of running a startup while fostering a shared passion for justice and empowerment.

Working together, however, is not without its challenges. Sonja and Debra candidly discuss the continuous effort required to balance their professional and personal lives, emphasizing the necessity of intentional scheduling and the discipline to separate business discussions from personal time. This ongoing negotiation between their roles as business partners and life partners is a testament to their commitment to both their relationship and their venture.

Their advice to other couples considering a similar path is poignant: prioritize the personal relationship, ensure a solid foundation before embarking on a business venture together, and select a partner who can significantly contribute to the business's success. Sonja and Debra's story is not just about love and legal tech; it's a narrative of resilience, mutual respect, and the unyielding belief in their mission to democratize legal support. Their story is an inspiring reminder of the power of partnership in navigating the challenges and triumphs of entrepreneurship.

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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 company's successful engagement with customers, prospects, and partners. Piwonka shares insights into Exterro's focus on managing digital risk through the convergence of privacy, compliance, legal operations, litigation support, and cybersecurity response, emphasizing the importance of understanding and mitigating data risk. The discussion also covers Exterro's recent announcement of an existing AI assistant, which differentiates itself by being immediately available for use, contrasting with other future-promised AI technologies.

Piwonka elaborates on the broader industry trends, including the pressures on Chief Legal Officers (CLOs) to reduce budgets while expanding responsibilities, as highlighted in a survey conducted with the ACC. He emphasizes the significance of operationalizing and optimizing legal processes to meet these challenges efficiently. The conversation also touches on the differences in ESG strategy between CLOs in the US and those internationally, suggesting cultural and political influences on these approaches.

Looking to the future, Piwonka anticipates continued expansion of the CLO's role and responsibilities, especially in managing digital risk and ensuring responsible AI use. He predicts a shift in job roles and the creation of new employment opportunities as AI technologies evolve, rather than a reduction in employment. Piwonka concludes with suggestions on how to connect with Exterro for more information, highlighting the importance of platforms like LinkedIn and the company's website. The podcast emphasizes the evolving landscape of legal technology and digital risk management, with AI playing a crucial role in shaping future practices and strategies within the legal profession.

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We kick off our new "Love & Legal Tech" series this week where we embark on a journey to explore the personal and professional lives of couples in the legal tech industry. We are excited to interview couples who share in the excitement of weaving their professional endeavors into their personal relationships. We think this is going to be a great series where couples get a chance to tell their stories of how they balance what one of our guests describes as "Work-Life-Integration."

Our inaugural guests, Alex Macdonald and Cassie Vertovec share their unique story of how a solid professional collaboration slowly turned into a deep, personal connection. Alex, the Chief Strategy Officer at McCarter and English, LLP, and Cassie, the Practice Director of Corporate and Director of Practice Strategies at Barnes & Thornburg, began their journey in the legal tech world at Seyfarth Shaw. Over the years they have found themselves leading teams together, moving across the country, isolating together during the pandemic, and most recently working in similar firms. They navigated their careers with mutual respect and understanding, highlighting the importance of communication and shared values in both their professional and personal lives.

They provide insights into the dynamics of working as a couple while maintaining a balance between work and persona life. Which is no easy feat as they are both intertwined with the legal profession. Their story is a testament to the idea that professional collaboration can lead to personal growth and deeper connections.

Our hopes with the "Love & Legal Tech" series are that we not only offer a glimpse into the lives of a couple navigating love and legal tech but also shed light on broader themes within the legal industry, including the shift towards greater tech integration and the challenges and opportunities it presents. Our sincere thanks to Cassie and Alex for sharing their story with us on this series premiere.

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In the second of a special series of interviews from Legal Week 2024 , co-hosts Greg Lambert and Marlene Gebauer welcomed Mollie Nichols, CEO, and Mark Noel, Chief Information and Technology Officer of Redgrave Data. Nichols and Noel discuss Redgrave Data's mission to cut through the hype of legal tech innovations, particularly generative AI. Nichols emphasized the company's focus on delivering custom solutions that meet clients' actual needs and highlighted the importance of educating the legal community on effectively integrating new technologies into their practices.

Mark Noel emphasized the strategic addition of data scientists to their team, enabling Redgrave Data to develop and advise on cutting-edge technologies. He stressed the importance of applying generative AI judiciously, pointing out its limitations and the potential for misuse if not properly vetted. Noel and Nichols shared insights on navigating the legal tech landscape, emphasizing efficiency, data management, and the careful evaluation of tech solutions.

Looking forward, Noel predicted a recalibration of expectations for generative AI in the legal industry, suggesting a period of disillusionment might follow the initial hype. Conversely, Nichols expressed optimism about the industry's ability to thoughtfully incorporate new technologies, enhancing legal practices through careful testing and integration. Their discussion underscored the evolving nature of legal tech and the critical role of strategic implementation in leveraging its benefits.

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Welcome to the first of a few special Legal Week 2024 edition episodes of "The Geek in Review," where we looked for innovative and creative ideas on the road and recorded live from the bustling environment of the 2024 Legal Week conference in New York.

Marlene Gebauer notes the transformation of Legal Week into a thought leadership conference, with a special mention of keynote speaker Bryan Cranston's impactful talk on storytelling, branding, and the thoughtful application of AI in both the acting world and the legal tech space.

Joey Seeber, the guest for this episode, brings his experience and insights as the representative of Level Legal, a company that recently celebrated its 15th anniversary. Seeber shares the origin story of Level Legal, starting from its humble beginnings in 2009 in East Texas, evolving from a document review team within a law firm to a full-service eDiscovery and forensics company based in Dallas. Underlining the transition from paper to digital and the challenges of data hygiene, Seeber emphasizes the company's growth and its focus on human-centric service in the legal tech industry.

Discussing the influence of generative AI and other technological advancements on legal services, Seeber provides a grounded perspective on the hype versus the reality of AI's impact on the industry. He stresses the importance of human-to-human connections and hospitality in legal services, suggesting that while technical skills are essential, the ability to serve and delight clients sets Level Legal apart. Seeber notes the challenges of adapting to various eDiscovery platforms, the importance of a diverse skill set among staff, and the evolving roles within the legal tech ecosystem. Seeber's vision for Level Legal includes a focus on what he terms the "excellence reflex" – a combination of curiosity, service instinct, and the anticipation of client needs.

In the "crystal ball" segment, Seeber cautiously predicts the trajectory of generative AI in legal tech, suggesting that significant changes may be more gradual than some expect. He reflects on the legal industry's slow pace of adoption and the importance of integrating new technologies thoughtfully and effectively.

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This week, Greg Lambert sat down with Caroline Hill, Editor-in-Chief for Legal IT Insider to discuss the new partnership with NetLaw Media. Hill described the new partnership between Legal IT Insider and NetLaw Media as a mutually beneficial collaboration with significant synergy between the two organizations. She emphasized the complementarity of their focuses, with Legal IT Insider's emphasis on impartial coverage and promotion of various conferences in the legal tech sector, and NetLaw Media's focus on technology and IT security. Hill noted that both organizations share common sponsors and audiences, which enhances the partnership's potential​​.

She also mentioned the importance of working with Frances Anderson, the chief executive of NetLaw Media. Hill pointed out that NetLaw Media has been running the British Legal Technology Forum for years, indicating a deep involvement in the legal tech community.

Greg and Caroline also discussed the dramatic change in Legal Tech in 2023, and the continued shift in the industry as demands increase on law firms and others to truly implement AI solutions in 2024.

Hill pointed out that many law firms lack the expertise to build AI solutions themselves and therefore rely heavily on their business partners (vendors) for these capabilities. She suggested that the solution might lie in leaning on these business partners, but noted the challenge of justifying the costs to law firm leadership. She further mentioned the challenge of capacity and waitlists for AI projects, indicating that this has become a source of competition among law firms. The ability to quickly understand and adapt to the requirements of working with AI and establish effective vendor relationships is crucial for law firms to stay competitive and relevant in the rapidly evolving legal tech landscape​​.

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In this episode, Marlene Gebauer interviews attendees at two recent legal tech conferences - the TLTF Summit and the Legal AI Pathfinder's Assembly. She asks them about the biggest impacts they foresee AI and other innovations having on the legal industry in 2024. Their responses range from predictions that AI will help automate legal workflows and build tools faster, to allowing for better data analytics and metrics to improve client relationships and retention.

Marlene and Greg comment on the various perspectives shared. Key themes that emerge include leveraging AI to improve efficiency and processes, being cautious not to move too quickly, opportunities to reduce legal costs and enhance Access to Justice and hopes that 2024 will see AI tools become more practical and move beyond "party tricks". While recognizing the excitement around AI, they emphasize focusing on real business problems to solve rather than just implementing solutions for their own sake.

List of Speakers:

  • Paul Giedraitis (Orgami)
  • Andrew Medeiros (Troutman Pepper)
  • Justin Helms (Husch Blackwell)
  • Milena Higgins (CloudCourt)
  • Dan Katz (Chicago-Kent College of Law, 273 Ventures)
  • Farrah Pepper (Marsh McLennan)
  • Brad Blickstein (Baretz Brunelle)
  • Brian Scherer (HeyCounsel)
  • Stephanie Curcio (NLPatent)
  • Adam Stofsky (Briefly)
  • Kathy Zhu (Streamline AI)
  • Cheryl Wilson Griffin (Legal Tech Consultants)
  • Adam Miller (MIDA0)
  • Andrea Markstrom (Schulte Roth & Zabel)
  • Bill Henderson (Indiana University Maurer School of Law)
  • Jacob Beckerman (Macro.com)

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In this episode, Greg Lambert speaks with Whitney Triplet, Paul Campbell, and Adonica Black about the LexisNexis African Ancestry Network and LexisNexis Rule of Law Foundation Fellowship 2023 cohort. They discuss the goal of the fellowship program and the projects undertaken by the fellows, including technology solutions to alleviate racial bias in jury selection and law clinic support tools to combat systemic racism in the legal system. The conversation also covers the role of analytics in identifying and addressing disparities in the legal system, as well as the future of the fellowship program and initiatives. Takeaways

  • The LexisNexis African Ancestry Network and LexisNexis Rule of Law Foundation Fellowship aims to tackle systemic racism and inequities in the legal system through technology solutions and project-based approaches.
  • Projects undertaken by the fellows include developing a mobile app to increase literacy and comprehension of critical rule of law concepts, creating an accessible repository of inclusive curriculum resources for law school instruction, and building bridges for HBCU students to legal fields that lack diversity.
  • The fellows' research focuses on addressing racial bias in jury selection and improving legal clinics to provide better access to justice for underrepresented individuals.
  • The use of analytics and technology can help identify and address disparities in the legal system, but it requires diverse data sets and a recognition of biases to ensure equitable outcomes.
  • Advancing and Impacting Equity in the Legal System (download pdf)

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This week we catch up with Jeff Pfeifer and Serena Wellen from LexisNexis to discuss the rapid development of AI tools for the legal industry over the past year. Pfeifer and Wellen give us an insider’s view of what it took to bring their Lexis+ AI tool to the market and the balance between speed to market and getting solid customer guidance on what they need in a legal-focused Generative AI tool. Between the initial version released to a select group of customers and the current version, the product grew from an open-ended chat interface into more of a guided resource that helps users on creating and following up on prompts. As with most AI tools created in the past year, there is still more potential as more and more customers use it and give critical feedback along the way.

In addition to Lexis+ AI, LexisNexis has now launched two additional AI products - Lexis Snapshot and Lexis Create. Lexis Snapshot summarizes legal complaints to help firms monitor litigation. Lexis Create brings AI capabilities directly into Microsoft Word to assist with drafting and research while lawyers are working on documents. The goal is to embed insights where lawyers are actually doing their work rather than separate AI tools.

While the focus of the initial Generative AI tools from LexisNexis were focused on the US market, Serena Wellen and her team are busy expanding that to more of an international reach. This requires adapting the models, content, and interface to different languages and legal systems. This is complex undertaking, but Wellen discusses how LexisNexis has content and editors around the world to help customize the tools. Surprisingly, desired use cases are fairly consistent globally - both simple legal tasks as well as more advanced legal research and drafting.

Greg Lambert brings up a recent LinkedIn discussion that he had with Microsoft’s Jason Barnwell, where Barnwell told him that today’s version of Generative AI tools are “the worst these things will ever be.” In response, Pfeifer says that LexisNexis is focused on continuously improving answer quality to build trust and prove the value of AI to skeptical lawyers. LexisNexis is leveraging relationships with companies like Microsoft to reinforce the stability and progress being made.

Wellen and Pfeifer look into the future and predicted that AI assistants will become highly personalized to individual lawyers. AI agents will also proliferate across platforms to help automate tasks and workflows. Law firms will likely accelerate their adoption of AI tools based on rising expectations and demands from corporate legal departments to work more efficiently.

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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.

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Vanderbilt Law School recently launched an exciting new initiative called the Vanderbilt AI Legal Lab (VAILL) to explore how artificial intelligence can transform legal services and access to justice. In this episode, we spoke with VAILL's leadership – Cat Moon,(👑) Director of Innovation at Vanderbilt's Program on Law and Innovation (PoLI), and Mark Williams, Associate Director for Collections and Innovation at the Massey Law Library – about their vision for this pioneering lab.

VAILL's mission is to harness AI to expand access to legal knowledge and services, with a particular focus on leveraging generative AI to improve legal service delivery. As Moon described, VAILL aims to experiment, collaborate widely, and build solutions to realize AI's potential in the legal domain. The lab will leverage Vanderbilt's cross-disciplinary strengths, drawing on experts in computer science, engineering, philosophy, and other fields to inform their ethically-grounded, human-centered approach.

VAILL is prioritizing partnerships across sectors – courts, law firms, legal aid organizations, alternative providers, and others – to test ideas and develop prototype AI applications that solve real legal needs. For instance, they plan to co-create solutions with Legal Aid of North Carolina's Innovation Lab to expand access to justice. Moon explained that generative AI presents solutions for some legal challenges, so VAILL hopes to match developing technological capabilities with organizations' needs.

Ethics are foundational to VAILL's work. Students will learn both practical uses of AI in law practice as well as broader policy and social implications. As Williams emphasized, beyond core professional responsibility issues, VAILL aims to empower students to lead in shaping AI's societal impacts through deeper engagement with questions around data, access, and algorithms. Teaching ethical, creative mindsets is VAILL's ultimate opportunity.

VAILL will leverage the resources and expertise of Vanderbilt's law librarians to critically assess new AI tools from their unique perspective. Williams noted that the lab sees law students as a "risk free" testing ground for innovations, while also equipping them with adaptable learning capabilities to keep pace with AI's rapid evolution. Rather than viewing AI as a differentiator, VAILL's goal is producing legally-skilled innovators ready to thrive amidst ongoing change.

Vanderbilt's AI Legal Lab represents an exciting development in exploring AI's legal impacts. By emphasizing human-centered, ethical approaches and collaborations, VAILL aims to pioneer solutions that expand access to legal knowledge and services for all. We look forward to seeing the innovative applications VAILL develops at the intersection of law and AI.

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On a special “on location” episode of The Geek in Review, Greg Lambert sits down with vLex’s Damien Riehl for a hands-on demonstration of the new generative AI tool called Vincent AI. While at the Ark KM Conference, Riehl explains that vLex has amassed a huge legal dataset over its 35 year history which allows them to now run their own large language models (LLM). The recent merger between vLex and Fastcase has combined their datasets to create an even more robust training corpus.

Riehl demonstrates how Vincent AI works by having it research a question on trade secret law and employee theft of customer lists. It retrieves relevant cases, statutes, regulations, and secondary sources, highlighting the most relevant passages. It summarizes each source and provides a confidence rating on how well each excerpt answers the initial question. Vincent AI then generates a legal memorandum summarizing the relevant law. Riehl explains how this is more trustworthy than a general chatbot like ChatGPT because it is grounded in real legal sources.

Riehl shows how Vincent AI can compare legal jurisdictions by generating memorandums on the same question for California, New York, the UK, and Spain. It can even handle foreign language sources, translating them into English. This allows for efficient multi-jurisdictional analysis. Riehl emphasizes Vincent AI's focus on asking straightforward questions in natural language rather than requiring complex prompts.

Looking ahead, Riehl sees potential for Vincent AI to leverage external LLMs like Anthropic's Claude model as well as their massive dataset of briefs and motions to generate tailored legal arguments statistically likely to persuade specific judges on particular issues. He explains this requires highly accurate tagging of documents which they can achieve through symbolic AI. Riehl aims to continue expanding features without requiring lawyers to become AI prompt engineers.

On access to justice, Riehl believes AI can help legal aid and pro bono attorneys handle more matters more efficiently. He also sees potential for AI assistance to pro se litigants to promote fairer outcomes. For judges, AI could help manage pro se cases and expedite decision-making. Overall, Riehl is optimistic about AI augmenting legal work over the next two years through ongoing improvements.

Riehl discusses vLex's new Vincent AI system and its ability to efficiently research legal issues across jurisdictions and across languages. He provides insight into the technology's development and potential while emphasizing understandable user interaction. The conversation highlights AI's emerging role in legal services to increase productivity, insight, and access to justice.

Links:

vLex Vincent AI

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This week on The Geek in Review podcast Marlene Gebauer and Greg Lambert featured guests Colin Levy, Ashley Carlisle, and Dorna Moini discussing Levy's recently published book "Handbook of Legal Tech." Levy edited the book and contributors included Moini, Carlisle's CEO, Tony Thai, and many more legal technology experts. The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more.

Levy shared how he ended up editing the book, describing it as "herding cats" to get busy experts to contribute chapters. He wanted the book to serve as a comprehensive introduction to legal tech, with each chapter written by leaders in the various subject matter areas. Carlisle and Moini explained their motivations for taking time out of their demanding schedules to write chapters - spreading knowledge to help move the industry forward and impart insights from their work.

The guests reflected on their favorite parts of the experience. Levy enjoyed bringing together the community and seeing different perspectives. Carlisle appreciated being able to consolidate information on contract lifecycle management. Moini was proud to contribute right before having a baby. Lambert highlighted Levy juggling this book and writing his own solo book on legal tech stories from the front lines.

The guests offered advice to law students and lawyers looking to learn about and leverage legal tech. Carlisle emphasized starting with an open mind, intentional research, and reading widely from legal tech thought leaders. Moini recommended thinking big but starting small with iterative implementation. Levy stressed knowing your purpose and motivations to stay focused amidst the vast array of options.

Lambert prompted the guests to identify low-hanging fruit legal technologies those new to practice should focus on. Levy pointed to document automation and AI. Moini noted that intake and forms digitization can be a first step for laggards. Carlisle advised starting small with discrete tasks before tackling advanced tools.

For their forward-looking predictions, Carlisle saw AI hype fading but increasing tech literacy, Levy predicted growing focus on use and analysis of data as AI advances, and Moini forecasted a rise in online legal service delivery. The guests are excited about spreading awareness through the book to help transform the legal industry.

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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.

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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.

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[Ed. Note: This episodes discusses sensitive issues including depression and suicide. -GL]

Mental health and wellbeing issues have long posed challenges in the legal profession.

However, in this thoughtful episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert have an enlightening discussion with three experts on concrete ways to foster greater wellness.

Defining wellbeing holistically, Bree Buchanan, co-founder of the Well-Being in Law Movement, explains it encompasses mental, emotional, occupational, spiritual, and physical dimensions. She argues the profession needs “systemic, structural change” through total leadership buy-in, not just HR-led programs. As Buchanan emphasizes, “What I see frequently, then you'll have a practice group or a team, and the leader of that is not bought into this at all.”

Reviewing startling statistics from a new Thomson Reuters survey, Nita Cumello reveals over 50% of legal professionals have taken a mental health day this past quarter. She worries this implies “even more days spent, where they're operating in a negative or stressed or in best case, state of neutral headspace.” Cumello asserts, “if more than half of the people are struggling with mental health difficulties enough that it forces them to take time away from work, it means that there are even more days spent, where they're operating in a negative or stressed or in best case, state of neutral headspace.”

Saskia Mehlhorn courageously shares her family’s painful experience losing her youngest son to suicide and the importance of removing stigma through authenticity. As she recounts her eldest son telling her, “You can’t make the last thing that people will know about [him] something that isn’t him.” Mehlhorn stresses, "if someone lives authentically, we have to pick them up at the point where we, as a family, as a community, as a society fail and don't allow them to live authentically any longer."

Offering insights on providing genuine support, the guests emphasize taking helpful actions, active listening without platitudes, and cueing off what colleagues need. Buchanan advises firms should intervene to assist struggling employees rather than ignore issues or terminate them. She observes, “there’s much more willingness to sit down and give the person a chance and work with them.”

Cumello concludes wellbeing can’t be crowded out by urgent business demands, stating “we have to keep the well being movement as and think about it in that reframe sense of how foundational it is to performing optimally." She advocates assessing workforce wellbeing, training at all levels, and equipping leaders to role model healthy behaviors to drive lasting cultural change.

Links:

The Unmind report on The State of WellBeing in Law

Thomson Reuters Future of Professionals Report

DIal 988 - Suicide and Crisis Lifeline

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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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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.Contact Us:

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This episode of The Geek in Review podcast provides an in-depth look at how the AI assistant Paxton, created by Tanguy Chau and Mike Ulin, is transforming legal work. The hosts speak with the founders of Paxton to explore the pain points their technology aims to solve and how generative AI can enhance lawyers' capabilities.

Tanguy and Mike discuss their backgrounds in AI, regulatory compliance, venture capital, and management consulting. This diverse experience informed their vision for Paxton as an AI assistant specifically built for legal and compliance professionals. They explain that Paxton is trained on millions of legal documents and regulations, allowing it to search this vast knowledge and retrieve highly relevant information rapidly. A key feature they highlight is Paxton's accuracy in citing sources, with every sentence linked back to the original text.

One of the key features of Paxton is that it can automate repetitive, low-value legal work to make lawyers more efficient. Tanguy notes that tasks like reviewing thousands of sales contracts clause-by-clause or compiling 50-state surveys that once took weeks can now be done by Paxton in minutes. Mike discusses Paxton's advanced document comparison capabilities that go beyond keyword matching to understand meaning and intent. This allows quick, substantive analysis of contracts, marketing materials, and more.

Exploring the future, Mike predicts that like software developers, lawyers who embrace AI will become much more productive. But higher-level strategic thinking will remain uniquely human. Tanguy shares an analogy of a human on a bicycle outpacing a condor, the most efficient animal. He believes combining human creativity with AI tools like Paxton will enable radically new levels of efficiency and capability.

Paxton.AI's Tanguy and Mike make a compelling case that AI-powered tools such as Paxton will fundamentally transform legal work. By automating repetitive tasks, AI will free lawyers to focus on high-value, client-facing work. Overall, this episode provides great insights into how generative AI may soon become indispensable for legal professionals seeking to improve their productivity and capabilities.

As a special treat, we wrap up the interview with a demonstration of Paxton.AI's capabilities. (YouTube Only)

Links:

• Paxton AI (try the Beta for free)

• Forbes Article: Unlocking The 10x Lawyer: How Generative AI Can Transform The Legal Landscape

• Using Generative AI to analyze the 45 page Trump Indictment using Paxton AI

• Unveiling Paxton AI's Newest Features: Boolean Composer and Document Compare

• Instantly Analyzing the Congressional UFO Hearing with Generative AI powered by Paxton AI

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Voicemail: 713-487-7821

Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠Transcript

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On this episode of The Geek in Review podcast, hosts Marlene Gebauer and Greg Lambert interview Kris Martin, Executive Vice President at Harbor, to discuss innovation, AI, and the future of technology in the legal industry.

They open the show by talking about Harbor's upcoming LINKS conference and its keynote focused on exploring human potential in the age of AI. Kris provides background on how the conference originated from an annual survey Harbor conducts to take the pulse of the legal community. He explains Harbor's goal is to support legal organizations through insights, research, and events like the LINKS conference.

The discussion moves to AI trends and Jean O’Grady and Harbor's strategic start/stop survey results. The survey reveals 93% of firms are actively exploring AI tools, with top vendors being Casetext and Thomson Reuters. Kris emphasizes law librarians play a crucial role in evaluating new AI technologies and guiding procurement decisions as firms adopt these tools.

However, with tight budgets at most firms, Kris Martin points out it's also important to audit usage data of existing resources. This helps inform negotiations with vendors to find cost savings on research contracts. He notes legal research tools will inevitably integrate more tightly into lawyers' daily workflows in the future. To facilitate this, Kris introduces the concept of "citizen coders" - enabling lawyers to articulate their needs and processes in technology and code terms rather than just legal terms.

Shifting gears, Kris elaborates on Harbor's recent rebranding from HBR Consulting, which brought six previously merged companies together under one unified brand and mission. He explains that true integration requires deep alignment across the merged organizations on culture, vision, and values. This allows Harbor to provide end-to-end solutions for legal organizations.

Looking to the future, Kris predicts legal research will become even more embedded into lawyer workflows over the next 2-5 years, rather than a separate step. He sees law libraries' roles evolving as AI capabilities increasingly integrate into legal processes and tools. Rather than going to a separate platform for research, lawyers will access these AI-enhanced tools in their daily workflows.

Overall, the wide-ranging discussion provides insights into Harbor's efforts to support the legal community through conferences, research, and integrating emerging technologies. Kris highlights the importance of law librarians evaluating and implementing new AI tools while also managing costs through audits. He leaves listeners with an optimistic vision for the future where legal research and lawyers' needs are more tightly connected through technology.

Links:

  • Sign up for LINKS here: https://harborglobal.com/services/community-insights/legal-industry-forums-education/legal-information-knowledge-services-links
  • Email with questions for LINKS: links@harborglobal.com
  • Contact Kris: Kristopher.Martin@harborglobal.com or

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This week we are joined by Brandon Wiebe, General Counsel and Head of Privacy at Transcend. Brandon discusses the company's mission to develop privacy and AI solutions. He outlines the evolution from manual governance to technical solutions integrated into data systems. Transcend saw a need for more technical privacy and AI governance as data processing advanced across organizations.

Wiebe provides examples of AI governance challenges, such as engineering teams using GitHub Copilot and sales/marketing teams using tools like Jasper. He created a lightweight AI Code of Conduct at Transcend to give guidance on responsible AI adoption. He believes technical enforcement like cataloging AI systems will also be key.

On ESG governance changes, Wiebe sees parallels to privacy regulation evolving from voluntary principles to specific technical requirements. He expects AI governance will follow a similar path but much faster, requiring legal teams to become technical experts. Engaging early and lightweight in development is key.

Transcend's new Pathfinder tool provides observability into AI systems to enable governance. It acts as an intermediary layer between internal tools and foundation models like OpenAI. Pathfinder aims to provide oversight and auditability into these AI systems.

Looking ahead, Wiebe believes GCs must develop deep expertise in AI technology, either themselves or by building internal teams. Understanding the technology will allow counsels to provide practical and discrete advice as adoption accelerates. Technical literacy will be critical.

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠ Threads: @glambertpod or @gebauerm66 Voicemail: 713-487-7821 Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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This week on The Geek in Review, hosts Greg Lambert and Marlene Gebauer spoke with Katie DeBord and Kristin Zmrhal, two vice presidents from legal tech company DISCO. Greg kicked off the episode by discussing his recent work with a Houston nonprofit called Project Remix Ventures that helps at-risk youth. He took their leader on a visit to innovation hub The Ion to showcase reinventing old spaces for new purposes, like DISCO has done with legal tech. The hosts then welcomed Katie DeBord, who moved from being Chief Innovation Officer at law firm Bryan Cave Leighton Paisner to DISCO. In her current role, Katie focuses on leveraging technology like AI to improve the litigation process for lawyers. She drew experience from her past analyst role at the CIA, where she honed her skills in synthesizing complex data sources.

The hosts also introduced Kristin Zmrhal, who has over 20 years of experience in the legal tech space. At DISCO, she helped build their eDiscovery products and services. Kristin explained that DISCO's vision is to create great legal technology that helps lawyers find evidence faster. Their product suite now covers the entire litigation lifecycle, from intake to discovery to case management. DISCO uses AI tools like their new Celia application to automatically surface insights from case documents, allowing lawyers to review documents more efficiently. They are also careful to cite sources to ensure transparency.

In terms of company culture, Katie and Kristin discussed how DISCO values rapid experimentation, quick decision-making, and collaborating as a team. They also emphasize empathy in how they treat each other and design products for users. Being a public company also gives employees a sense of ownership. On the innovation side, Katie sees billable hours changing due to advancing legal technology, which will impact law firm profitability models. Kristin predicts AI adoption will reach a tipping point in legal tech within 2-5 years, drastically improving processes like eDiscovery. However, regulating AI poses challenges for the legal industry.

For giving back, DISCO has community service and pro bono programs. DISCO Cares allows employees to volunteer locally. Through DISCO Pro Bono, they donate their technology to support pro bono legal matters. This aligns with their mission of making legal services more accessible. When asked for parting thoughts, Katie emphasized lawyers needing to leverage professionals from adjacent disciplines as part of their teams. Kristin reiterated that this is the most exciting time in her 20 year legal tech career, with AI poised to transform legal workflows.

This engaging discussion provided insights into DISCO's innovative products and empathetic culture. With seasoned experts like Katie and Kristin leading the way, DISCO seems well-positioned to help shape the future of legal technology. Listeners can connect with Katie and Kristin on LinkedIn and find out more about DISCO's offerings at csdisco.com. Be sure to stay tuned to The Geek in Review for more insights from leaders in legal tech.

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

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Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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In this episode of The Geek in Review, hosts Greg Lambert and Marlene Gebauer interview three guests from UK law firm Travers Smith about their work on AI: Chief Technology Officer Oliver Bethel, Director of Legal Technology Sean Curran, and AI Manager Sam Lansley. They discuss Travers Smith's approach to testing and applying AI tools like generative models.

A key focus is finding ways to safely leverage AI while mitigating risks like copyright issues and hallucination. Travers Smith built an internal chatbot called YCNbot to experiment with generative AI through secure enterprise APIs. They are being cautious on the generative side but see more revolutionary impact from reasoning applications like analyzing documents.

Travers Smith has open sourced tools like YCNbot to spur responsible AI adoption. Collaboration with 273 Ventures helped build in multi-model support. The team is working on reducing dependence on manual prompting and increasing document analysis capabilities. They aim to be model-agnostic to hedge against reliance on a single vendor.

On model safety, Travers Smith emphasizes training data legitimacy, multi-model flexibility, and probing hallucination risks. They co-authored a paper on subtle errors in legal AI. Dedicated roles like prompt engineers are emerging to interface between law and technology. Travers Smith is exploring AI for tasks like contract review but not yet for work product.

When asked about the crystal ball for legal AI, the guests predicted the need for equitable distribution of benefits, growth in reasoning applications vs. generative ones, and movement toward more autonomous agents over manual prompting. Info providers may gain power over intermediaries applying their data.

This wide-ranging discussion provides an inside look at how one forward-thinking firm is advancing legal AI in a prudent and ethical manner. With an open source mindset, Travers Smith is exploring boundaries and sharing solutions to propel the responsible use of emerging technologies in law.

Links:

  • Hallucination is the Last Thing You Need
  • Who Owns the Law

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

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Voicemail: 713-487-7821 Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert interview Laura Leopard, founder and CEO of Leopard Solutions, about succession planning challenges facing law firms. Leopard explains that many firms have partners nearing retirement age but no concrete plans for transitioning clients and leadership. This lack of succession planning threatens law firms' futures.

Laura mentions that to make matters worse, the path to equity partnership is getting longer, making it harder to retain promising senior associates and counsel. Firms have added non-equity partner roles, keeping equity partner numbers small to inflate profits per partner. Leadership lacks incentives to retire, with no retirement plans or continued compensation. All this will hamper recruiting efforts, as younger generations prioritize work-life balance.

She recommends that in order to retain mid-career attorneys, firms must rethink policies on remote work, billable hours, and flexibility. Virtual firms with better lifestyle offerings are growing competitors. But firms seem unwilling to change. Leopard argues everything should be on the table for analysis by outside consultants. Phased retirements and succession mentoring could also help transition clients and power.

Though Laura Leopard (and even Bruce MacEwan) cannot point to examples of firms that have executed succession planning well, it is possible with courageous leadership. She advises setting retirement age limits, crafting written plans, and easing older partners' exits. A too-big-to-fail mentality persists despite serious business vulnerabilities if talent is not retained and recruited.

Looking ahead, Leopard predicts the rise of virtual firms will shake up the legal industry as they encroach on Big Law territory with alternative fee arrangements. The pandemic accelerated dissatisfaction with law firm partnership and policies. As generational divides grow, flexible virtual firms will keep gaining ground over more rigid large firms.

This engaging discussion unpacks the complex dynamics around law firm succession planning and existential threats posed by lack of preparation. As partners cling to power, can bold leaders emerge to implement creative solutions and secure these institutions' longevity? Tune in for an insightful examination of forces reshaping the legal landscape.

Links:

  • Leopard Solutions’ LinkedIn

  • Leopard Solutions’ YouTube

  • Laura’s LinkedIn

Listen on mobile platforms: ⁠Apple Podcasts⁠ | ⁠Spotify⁠

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Music: ⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

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The Geek in Review podcast hosts Marlene Gebauer and Greg Lambert interviewed Nicole Clark, CEO of Trellis, about their new Law Firm Intelligence tool (LFI). This tool allows law firms to analyze aggregated and normalized state trial court data to gain competitive intelligence across cases, practice areas, and performance. Collecting this unstructured data from county courts is very challenging, but provides valuable business insights.

The Law Firm Intelligence tool enables firms to identify growth opportunities, benchmark themselves, and drill down into the data to find strategic insights. Firms can slice and dice the data by region, practice area, time period, and other parameters to get to the most relevant information. LFI also gives litigators specific insights into judges, opposing counsel tactics, and case outcomes.

Trellis uses both technology and human QA processes to ensure the accuracy of the raw trial court data. The data comes directly from the courts, without any alterations by Trellis. This allows Trellis to spot trends like hotspots for certain case types, which can inform law firm strategy and policy implications.

As a newer legal tech company, Trellis initially had to overcome skepticism and get large firms to try their product. But steady growth has now built their credibility. Nicole Clark discussed the challenges of selling into the legal industry as a startup.

Trellis has exciting new AI capabilities in development that will leverage the trove of state court data they have aggregated. While widespread adoption of AI in legal is coming, though the timeline is uncertain. Clark predicts more law firm consolidation and AI startups, but cautions against overestimating what legal tasks AI can solve.

Links Mention:

  • Trellis Releases ‘Law Firm Intelligence’ Providing Insights into Major US Law Firms for the First Time
  • Law Firm Intelligence by Trellis

Listen on mobile platforms: Apple Podcasts | Spotify

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Email: geekinreviewpodcast@gmail.com
Music: ⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠

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Tony Thai and Ashley Carlisle of HyperDraft, return to The Geek in Review podcast to provide an update on the state of generative AI in the legal industry. It has been 6 months since their last appearance, when the AI Hype Cycle was on the rise. We wanted to get them back on the show to see where we are on that hype cycle at the moment.

While hype around tools like ChatGPT has started to level off, Tony and Ashley note there is still a lot of misinformation and unrealistic expectations about what this technology can currently achieve. Over the past few months, HyperDraft has received an influx of requests from law firms and legal departments for education and consulting on how to practically apply AI like large language models. Many organizations feel pressure from management to "do something" with AI, but lack a clear understanding of the concrete problems they aim to solve. This results in a solution in search of a problem situation.

Tony and Ashley provide several key lessons learned regarding limitations of generative AI. It is not a magic bullet or panacea – you still have to put in the work to standardize processes before automating them. The technology excels at research, data extraction and summarization, but struggles to create final, high-quality legal work product. If the issue being addressed is about standardizing processes or topics, then having the ability to create 50 different ways to answer the issue doesn't create standards, it creates chaos.

Current useful applications center on legal research, brainstorming, administrative tasks – not mission-critical legal analysis. The hype around generative AI could dampen innovation in process automation using robotic process automation and expert systems. Casetext's acquisition by Thomson Reuters illustrates the present-day limitations of large language models trained primarily on case law.

Looking to the near future, Tony and Ashley predict the AI hype cycle will continue to fizzle out as focus shifts to education and literacy around all forms of AI. More legal tech products will likely combine specialized AI tools with large language models. And law firms may finally move towards flat rate billing models in order to meet client expectations around efficiency gains from AI.

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Music: ⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠

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The Geek in Review podcast welcomed Kriti Sharma, Chief Product Officer of Legal Tech at Thomson Reuters, to discuss AI and ethics in the legal industry. Kriti talks to us about the importance of diversity at Thomson Reuters and how it impacts product development. She explained TR's approach to developing AI focused on augmenting human skills rather than full automation. Kriti also discusses the need for more regulation around AI and the shift towards human skills as AI takes on more technical work.

A major theme was the responsible development and adoption of AI tools like ChatGPT. She discusses the risks of bias but shared TR's commitment to building trusted and ethical AI grounded in proven legal content. Through this "grounding" of the information, the AI produces reliable answers lawyers can confidently use and reduce the hallucinations that are prevalent in publicly commercial Gen AI tools.

Kriti shares her passion for ensuring people from diverse backgrounds help advance AI in law. She argues representation is critical in who develops the tech and what data trains it to reduce bias. Kriti explains that diversity of experiences and knowledge amongst AI creators is key to building inclusive products that serve everyone's needs. She emphasizes Thomsons Reuters' diversity across leadership, which informs development of thoughtful AI. Kriti states that as AI learns from its creators and data like humans do, we must be intentional about diverse participation. Having broad involvement in shaping AI will lead to technology that is ethical and avoids propagating systemic biases. Kriti makes a compelling case that inclusive AI creation is imperative for both building trust and realizing the full potential of the technology to help underserved communities.

Kriti Sharma highlights the potential for AI to help solve major societal challenges through her non-profit AI for Good. For example, democratizing access to helpful legal and mental health information. She spoke about how big companies like TR can turn this potential into actual services benefiting underserved groups. Kriti advocated for collaboration between industry, government and civil society to develop beneficial applications of AI.

Kriti founded the non-profit AI for Good to harness the power of artificial intelligence to help solve pressing societal challenges. Through AI for Good, Kriti has led the development of AI applications focused on expanding access to justice, mental healthcare, and support services for vulnerable groups. For example, the organization created the chatbot tool rAInbow to provide information and resources to those experiencing domestic violence. By partnering frontline organizations with technologists, AI for Good aims to democratize access to helpful services and trusted information. Kriti sees huge potential for carefully constructed AI to have real positive impact in areas like legal services for underserved communities.

Looking ahead, Kriti says coordinated AI regulations are needed globally. She calls for policymakers, companies and society to work together to establish frameworks that enable adoption while addressing risks. With the right balance, AI can transform legal services for the better.

Links:

  • TR.com/AI
  • Thomson Reuters AI Principles
  • AI for Good

Listen on mobile platforms: Apple Podcasts | Spotify

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Music: ⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠

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In this episode of The Geek in Review podcast, host Marlene Gebauer and co-host Greg Lambert discuss cybersecurity challenges with guests Jordan Ellington, founder of SessionGuardian, Oren Leib, Vice President of Growth and Partnership at SessionGuardian, and Trisha Sircar, partner and chief privacy officer at Katten Muchin Rosenman LLP.

Ellington explains that the impetus for creating SessionGuardian came from working with a law firm to secure their work with eDiscovery vendors and contract attorney staffing agencies. The goal was to standardize security practices across vendors. Ellington realized the technology could provide secure access to sensitive information from anywhere. SessionGuardian uses facial recognition to verify a user's identity remotely.

Leib discusses some alarming cybersecurity statistics, including a 7% weekly increase in global cyber attacks and the fact that law firms and insurance companies face over 1,200 attacks per week on average. Leib notes SessionGuardian's solution addresses risks beyond eDiscovery and source code review, including data breach response, M&A due diligence, and outsourced call centers. Recently, a major North American bank told Leib that 10 of their last breach incidents were caused by unauthorized photography of sensitive data.

Sircar says law firms' top challenges are employee issues, data retention problems, physical security risks, and insider threats. Regulations address real-world issues but can be difficult for global firms to navigate. Certifications show a firm's commitment to security but continuous monitoring and updating of practices is key. When negotiating with vendors, Sircar recommends considering cyber liability insurance, audit rights, data breach responsibility, and limitations of liability.

Looking ahead, Sircar sees employee education as an ongoing priority, along with the ethical use of AI. Ellington expects AI will be used for increasingly sophisticated phishing and impersonation attacks, requiring better verification of individuals' identities. Leib says attorneys must take responsibility for cyber defenses, not just rely on engineers. He announces SessionGuardian will offer free CLE courses on cybersecurity awareness and compliance.

The episode highlights how employee errors and AI threats are intensifying even as remote and hybrid work become standard. Firms should look beyond check-the-box compliance to make privacy and security central in their culture. Technology like facial recognition and continuous monitoring helps address risks, but people of all roles must develop competence and vigilance. Overall, keeping client data secure requires an integrated and ever-evolving approach across departments and service providers. Strong terms in vendor agreements and verifying partners' practices are also key.

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Music: ⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠

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For the Fourth of July week, we thought we'd do something fun and probably a little weird. Greg spoke with an AI guest named Justis for this episode. Justis, powered by OpenAI's GPT-4, was able to have a natural conversation with Greg and provide insightful perspectives on the use of generative AI in the legal industry, specifically in law firms.

In the first part of their discussion, Justis gave an overview of the legal industry's interest in and uncertainty around adopting generative AI. While many law firm leaders recognize its potential, some are unsure of how it fits into legal work or worry about risks. Justis pointed to examples of firms exploring AI and said letting lawyers experiment with the tools could help identify use cases.

Greg and Justis then discussed the challenges for the legal industry in using AI, like knowledge gaps, data issues, technology maturity, and managing change. They also talked about the upsides of using AI for tasks such as research, drafting, and review, including efficiency and cost benefits, as well as downsides like over-reliance on AI and ethical concerns.

The conversation turned to how AI could streamline law firm operations, with opportunities around scheduling, paperwork, billing, client insights, and more. However, Justis noted that human oversight is still critical. Justis and Greg also discussed how AI may impact legal jobs, creating demand for new skills and roles but aiming to augment human work rather than replace it.

Finally, Justis suggested innovations law firms could build with AI like research and drafting tools, analytics, dispute resolution systems, and project management. Justis emphasized that focusing on user needs, ethics, and change management will be key for successfully implementing AI. Looking ahead, Justis anticipated continuing progress in legal AI, regulatory changes, a focus on ethics, growing demand for AI skills, and AI becoming a competitive advantage for some firms.

While this was a "unique" episode for The Geek in Review, we hope it provided an insightful "conversation" about the current and future state of generative AI in the legal industry. There is significant promise but there are also challenges around managing change, addressing risks, and ensuring the responsible development of new AI tools. With the right focus and approach, law firms can start exploring ways to make the most of AI and gain a competitive edge. But they must make AI work for human professionals, not the other way around.

Listen on mobile platforms: Apple Podcasts | Spotify

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Music: ⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠

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Isha Marathe, a tech reporter for American Lawyer Media, joined the podcast to discuss her recent article on how deep fake technology is coming to litigation and whether the legal system is prepared. Deep fakes are hyper-realistic images, videos or audio created using artificial intelligence to manipulate or generate fake content. They are easy and inexpensive to create but difficult to detect. Marathe believes deep fakes have the potential to severely impact the integrity of evidence and the trial process if the legal system is unprepared.

E-discovery professionals are on the front lines of detecting deep fakes used as evidence, according to Marathe. However, they currently only have limited tools and methods to authenticate digital evidence and determine if it is real or AI-generated. Marathe argues judges and lawyers also need to be heavily educated on the latest developments in deep fake technology in order to counter their use in court. Regulations, laws and advanced detection technology are still lacking but urgently needed.

Marathe predicts that in the next two to five years, deep fakes will significantly start to affect litigation and pose risks to the judicial process if key players are unprepared. States will likely pass a patchwork of laws to regulate AI-generated images. Sophisticated detection software will emerge but will not be equally available in all courts, raising issues of equity and access to justice.

The two recent cases where parties claimed evidence as deep fakes highlight the issues at stake but did not dramatically alter the trial outcomes. However, as deep fake technology continues to rapidly advance, it may soon be weaponized to generate highly compelling and persuasive fake evidence that could dupe both legal professionals and jurors. Once seen, such imagery can be hard to ignore, even if proven to be false or AI-generated.

Marathe argues that addressing and adapting to the rise of deep fakes will require a multi-pronged solution: education, technology tools, regulations and policy changes. But progress on all fronts is slow while threats escalate quickly. Deep fakes pose an alarm for legal professionals and the public, dragging the legal system as a whole into an era of “post-truth.” Trust in the integrity of evidence and trial outcomes could be at stake. Overall, it was an informative if sobering discussion on the state of the legal system’s preparedness for inevitable collisions with deep fake technology.

Links

  • Turbocharged by Election Season, Deepfakes May Soon Face Legal Reckonings (free registration req.)
  • Deepfakes Are Coming to Courts. Are Judges, Juries and Lawyers Ready? (free registration req.)
  • Catch Deepfakes If You Can: Can E-Discovery Tools Keep Up With Gen AI? by Cassandre Coyer (free registration req.)

Listen on mobile platforms: Apple Podcasts | Spotify

Contact Us:

Twitter: ⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠, or ⁠⁠⁠⁠@glambert⁠⁠⁠⁠
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Music: ⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠

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Our guest this week is Kristina Satkunas, Director of Analytic Consulting at LexisNexis. Kristina discusses the recently released LexisNexis CounselLink Enterprise Legal Management Trends Report for 2023. This annual report provides insights and benchmarks on key metrics related to corporate legal spending and outside counsel relationships.

The 2023 report found that law firm hourly rates increased 4.5% over the past year, the highest year-over-year increase in the 10 years LexisNexis has published the report. While rate increases are not surprising, the magnitude is noteworthy. Kris attributes the largest drivers of the increase to economic factors like inflation as well as lower demand for certain types of legal work. However, average blended rates (the rates charged for entire matters rather than individual timekeepers) remained relatively flat. This suggests in-house counsel are mitigating rate hikes by changing the mix of firms, timekeepers, and types of timekeepers working their matters.

The report also found the ongoing trend of consolidation to fewer outside firms continues, with 61% of companies using 10 or fewer firms for 80% of their legal spending. Kristina expects this trend to remain relatively stable but notes there are benefits to using both a smaller number of firms (e.g. better rates, stronger relationships) and a larger number of firms (e.g. subject matter expertise, competitive rates). She recommends companies determine when to use large firms versus smaller or midsize firms based on factors like matter complexity, risk profile, and cost.

Alternative fee arrangements (AFAs) have not gained significant traction according to the report, remaining at about 12% of matters. Kristina is an advocate for wider AFA adoption and believes companies need to ask for and consider AFA proposals, especially for appropriate matters. AFAs can help buffer rising hourly rates. She acknowledges AFAs require effort to evaluate and implement but thinks legal operations teams and outside counsel should work together using data and analytics to develop reasonable AFA proposals.

The report provides new data on international lawyer rates in 22 countries. Rates differ significantly between countries based on factors like a country's economy, political stability, and role in global trade and commerce. Many companies are leveraging international firms for regulatory, litigation, IP, and other legal needs outside the U.S. Benchmark data on rates in different countries provides helpful context, especially when engaging firms in new countries.

Kristina sees two significant changes on the horizon:

  1. Determining how to properly and effectively employ AI and technology to increase efficiency and reduce costs; and
  2. Continued access to data enabling both in-house and outside counsel to make smarter, data-driven decisions.

When asked what metric in-house and outside counsel should focus on, Kristina recommends using available data, whether from the survey or a company's own systems. Data is a "two-way street" that should be shared collaboratively to improve decision making.

Links

  • CounselLink® 2023 Trends Report: In-depth Perspective on Rising Outside Counsel Billing Rates

  • CounselLink

Listen on mobile platforms: Apple Podcasts | Spotify

Contact Us:

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

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This week on The Geek in Review, Marlene Gebauer and Greg Lambert talk with Curt Meltzer, principal of Meltzer Consulting, LLC. Meltzer has over 40 years of experience in the legal and legal tech industry. He discusses his interest in pro bono and community outreach programs in law firms and legal tech companies. He notes that while 95% of AmLaw 200 law firms highlight pro bono work on their websites, many legal tech companies do not prioritize these efforts.

Meltzer emphasizes that pro bono and community work is good for business. It enhances company culture, helps with recruiting and retaining top talent, and strengthens customer relationships. He argues that legal tech companies should consider emulating their law firm clients' community programs. This could include donating software or services, allowing employees paid time off for volunteer work, or collaborating directly with organizations that law firm clients support.

Meltzer highlights LexisNexis and Thomson Reuters as leaders in the legal tech industry for their work promoting access to justice and the rule of law around the world. However, he notes that companies of any size can contribute, whether through recognizing employees who volunteer or donating resources. He published a list of 41 legal tech companies that do highlight community outreach on their websites to raise awareness, though he found 39 companies with no mention of such efforts.

Meltzer sees both opportunities and challenges ahead. Private equity investment in legal tech companies may prioritize short-term profits over community programs. However, companies that do not respond to customer interest in their pro bono and corporate social responsibility initiatives risk losing business to competitors. Overall, Meltzer aims to foster conversations about strengthening the relationship between the legal tech community and the broader community. Corporations that embrace ESG programs and give back to the communities they serve will thrive.

Links:

  • Legal Tech Vendors Give Back List
  • Driving Social Responsibility

Listen on mobile platforms: Apple Podcasts | Spotify

Contact Us:

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

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This week we bring in Christian Lang, the CEO and founder of LEGA, a company that provides a secure platform for law firms and legal departments to safely implement and govern the use of large language models (LLMs) like GPT-3, Bard, and Claude. Christian talks with us about why he started LEGA, the value LEGA provides to law firms and legal departments, the challenges around security, confidentiality, and other issues as LLMs become more widely used, and how LEGA helps solve those problems.

Christian started LEGA after gaining experience working with law firms through his previous company, Reynen Court. He saw an opportunity to give law firms a way to quickly implement and test LLMs while maintaining control and governance over data and compliance. LEGA provides a sandbox environment for law firms to explore different LLMs and AI tools to find use cases. The platform handles user management, policy enforcement, and auditing to give firms visibility into how the technologies are being used.

Christian believes law firms want to use technologies like LLMs but struggle with how to do so securely and in a compliant way. LEGA allows them to get started right away without a huge investment in time or money. The platform is also flexible enough to work with any model a firm wants to use. As law firms get comfortable, LEGA will allow them to scale successful use cases across the organization.

On the challenges law firms face, Christian points to Shadow IT as people will find ways to use the technologies with or without the firm's permission. Firms need to provide good options to users or risk losing control and oversight. He also discusses the difficulty in training new lawyers as LLMs make some tasks too easy, the coming market efficiencies in legal services, and the strategic curation of knowledge that will still require human judgment.

Some potential use cases for law firms include live chatbots, document summarization, contract review, legal research, and market intelligence gathering. As models allow for more tailored data inputs, the use cases will expand further. Overall, Christian is excited for how LLMs and AI can transform the legal industry but emphasizes that strong governance and oversight are key to implementing them successfully.

Contact Us:

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

Listen on mobile platforms: Apple Podcasts | Spotify

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We talk with Michael Bommarito, CEO of 273 Ventures and well-known innovator and thinker in legal technology and education. Bommarito and his colleague, Daniel Katz were behind GPT-3 and GPT-4 taking the Bar Exam. While he and Katz understand the hype in the media reaction, he states that most of the legal and technology experts who were following the advancements in generative AI, expected the results and had already moved on to the next phase in the use of AI in legal.

While we talked to Michael a couple of days before the news broke about a lawyer in New York who submitted a brief to the court relying upon ChatGPT to write the brief and not understanding that AI tools can completely make up cases, fact pattern, and citations, he does talk about the fact that we are falling behind in educating law students and other in understanding how to use Large Language Models (LLMs) properly. In fact, if we don't start teaching 1Ls and 2Ls in law school immediately, law schools will be doing a disservice for their students for many years to come.

Currently, Bommarito is following up his work at LexPredict, which was sold to Elevate Services in 2018, with 273 Ventures and Kelvin.Legal. With these companies, he aims to bring more efficiency and reduce marginal costs in the legal industry through the application of AI. He sees the industry as one that primarily deals with information and knowledge, yet continues to struggle with high costs and inefficiency. With 273 Ventures and Kelvin.Legal, he is building solutions to help firms bring order to the chaos that is their legal data.

AI and data offer promising solutions for the legal industry but foundational issues around education and adaptation must be addressed. Bommarito explains that decades of inefficiency and mismatched data need to be adjusted before the true value of the AI tools can be achieved. He also believes that while there might have been many false starts on adjustments to the billable hour through things like Alternative Fee Arrangements (AFAs) in the past, the next 12-36 months are going to be pivotal in shifting the business model of the legal industry.

Contact Us:

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

Listen on mobile platforms: Apple Podcasts | Spotify

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In this episode, we welcome Laura Terrell, an executive coach at ⁠Laura Terrell, LLC⁠, with a rich and varied career history. Laura has served as a Special Assistant to President George W. Bush at the White House, a senior level appointee at the US Department of Justice, an Equity partner at two large global law firms, and in-house counsel at a major global consulting and business advisory firm.

Laura shares her journey from being a high-profile lawyer to becoming an executive coach. She explains how her fascination with understanding the motivations and challenges of professionals led her to coaching. Laura emphasizes the importance of listening, not just to clients' legal problems, but to their broader professional and personal concerns.

Laura provides insight into what executive coaching is, describing it as a collaborative process that supports clients in identifying their goals and working towards them. She explains that coaching can feel therapeutic, but it is not therapy. It's about facilitating someone else's goals and supporting their exploration of what's important to them.

She discusses the various challenges faced by lawyers and C-level executives, including transitioning into leadership roles, building business, managing a team, and adapting to in-house roles. Laura also talks about coaching for lawyers at the start of their careers, helping them navigate the transition from theory to practice and understand the expectations of their roles.

Laura highlights the common mistake of making assumptions in the legal industry. She encourages lawyers to challenge their assumptions and be open to change, given the evolving nature of the industry.

In addition to her coaching work, Laura is the General Counsel to a nonprofit and invests in women-owned businesses. She shares her passion for supporting women and learning about different business areas.

This episode provides valuable insights into the role of executive coaching in the legal industry and how it can support professionals at all stages of their careers. Whether you're a seasoned lawyer, a C-level executive, or a lawyer just starting out, there's something to learn from Laura's experiences and expertise.

Links:

  • Laura Terrell (⁠LinkedIn⁠ and ⁠Instagram⁠)
  • ⁠Laura Terrell, LLC⁠
  • ⁠Connect Our Kids⁠

Contact Us:

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

Listen on mobile platforms: Apple Podcasts | Spotify

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Many of us have wondered when the big two legal information providers would jump into the Generative AI game, and it looks like LexisNexis is going public first with the launch of Lexis+ AI. We sat down with Jeff Pfeifer, Chief Product Officer for UK, Ireland, Canada, and US, and discuss the launch and what it means for LexisNexis going forward.

Pfeifer discusses how LexisNexis+ AI offers conversational search, summarization, and drafting tools to help lawyers work more efficiently. The tools provide contextual, iterative search so users can refine and improve results. The drafting tools can help with tasks like writing client emails or advisory statements. The summarization features can summarize datasets like regulations, opinions, and complaints.

LexisNexis is working with leading AmLaw 50 firms in a commercial preview program to get feedback and input on the AI tools. LexisNexis also launched an AI Insider Program for any interested firms to learn about AI and how it may impact their business. There is definitely demand for the AI Insider Program with over 3,000 law firms already signed up.

Pfeifer emphasizes LexisNexis' focus on responsible AI. They developed and follow a set of AI principles to guide their product development, including understanding the real-world impact, preventing bias, explaining how solutions work, ensuring human oversight and accountability, and protecting privacy.

Pfeifer predicts AI tools like LexisNexis Plus AI will increase access to legal services by allowing lawyers and firms to work more efficiently and take on more work. He also sees opportunities to use the tools to help pro se litigants and courts. However, he cautions that the responsible and ethical development and use of AI is crucial.

Overall, Pfeifer believes AI will greatly improve efficiency and capacity in the legal profession over the next 2-5 years but that responsible adoption of the technology is key.

Links:

  • Lexis+ AI
  • RELX AI Principles (PDF)
  • Jeff Pfefer LinkedIn / Twitter

Contact Us:

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

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In this riveting episode of our podcast, we delve into the fascinating world of AI in the legal industry with our esteemed guests, Nathan Walter and Bridget Albiero. Walter, a former attorney and founder of BriefPoint.ai, has leveraged his legal expertise and passion for technology to automate the manual processes that often bog down law firms. Bridget Albiero, a User Experience (UX) and User Design (UD) expert, underscores the significance of intuitive design in making these AI tools not just effective, but user-friendly.

Nathan Walter has been instrumental in creating BriefPoint.ai, a tool designed specifically for lawyers to eliminate the mundane and time-consuming aspects of law practice. With the goals of automating the litigation process from response to appeal, Walter and Albeiro are focused on removing the mundane tasks, such as typing, from the process and allowing the attorneys to focus more on their legal experience and expertise over the grunt work that takes up too much of their time already.

However, the success of such tools is not solely dependent on their technical capabilities. Bridget Albiero's role in UX and UD ensures that these AI systems are designed with the end user in mind. With the mission to make legal professionals' lives much easier. Bridget's work is critical in crafting an interface that enables lawyers to accomplish more work in less time, truly maximizing the benefits of AI integration.

Nathan and Bridget's collaboration epitomizes the intersection of law and technology. They argue that the advent of AI tools, such as BriefPoint.ai, will invariably put pressure on law firms to rethink their traditional billing models. Nathan anticipates a shift towards contingency fee-based and flat fee billings, spurred on by the increased efficiency AI brings to the table. In addition, the ability for the plaintiff's lawyers to reduce the overall amount of work that they need to put into each case, there will be more incentives to take on work that they might otherwise not consider. This has a multitude of effects ranging from flooding courts with more and more cases, to overwhelming defense firms and corporations with a much higher litigation matters, to making working at plaintiff's firms more attractive to associates who don't want to work the number of hours they would need to do in BigLaw firms.

Bridget also emphasizes the importance of approaching AI with a balanced perspective. While there are a number of positives when it comes to AI in the legal process, there are also downsides that need to be considered as well. Bridget and Nathan run through some of those issues as well. This thoughtful conversation with Nathan and Bridget offers a unique insight into the future of the legal industry, where AI and human ingenuity work hand in hand. Listen in to learn more about how these changes might soon be reshaping the legal landscape.

Contact Us:

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

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In this episode of The Geek in Review Podcast, hosts Greg Lambert and Marlene Gebauer interview Richard Tromans, founder of Tromans Consulting and artificiallawyer.com. Tromans shares his insights on the future of legal innovation and the upcoming Legal Innovators California conference, scheduled to take place on June 7-8 in San Francisco.

Tromans begins the conversation by highlighting the role of artificial intelligence (AI) in the legal industry. He emphasizes the importance of not only adopting AI but also using it to its full potential to deliver better legal services. He also discusses the potential impact of AI on law firm business models.

Moving on to the topic of alternative legal service providers (ALSPs), Tromans examines their role in the legal industry and how it has evolved over time. He believes that the future of ALSPs depends on their ability to embrace technology and shift their focus from being mere “bodyshops” to incorporating more sophisticated technology and consulting services.

The discussion then moves on to the Legal Innovators California conference. Tromans shares his views on what attendees can expect, including insights into the latest legal innovation trends, opportunities for cross-fertilization between private practice and in-house legal teams, and exposure to a variety of ALSPs.

Tromans also shares information on his own platform, artificiallawyer.com, which provides news, features, and educational videos related to legal innovation, and the upcoming conference. He invites listeners to check out the conference website, legalinnovatorscalifornia.com, for more information.

Tromans emphasized the need for the legal industry to shift its focus from traditional metrics like profits and risk reduction to a more holistic approach that considers broader outcomes. He believes that this shift will take time, but he is hopeful that the Legal Innovators California conference and similar events will pave the way for the industry to move forward in this direction.

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In this 200th episode of The Geek in Review, talk with Toby Brown, CEO and founder of DV8 Legal Strategies, and Nita Sanger, Director of Digital Advisory Services at Cherry Bekaert. There are three rules for growth and success when it comes to large law firms. Strategy, strategy, and strategy.

Brown emphasizes the need for law firms to develop strategies that prioritize clients and build meaningful relationships. He argues that "firms should start thinking of clients as customers and using customer experience as a way to differentiate themselves." Sanger shares this view, adding that law firms should "focus on value creation, continuous improvement, and customer experience" as they grow and evolve.

Both guests discuss how law firms can reframe their view of growth, moving away from a talent management perspective and toward a mergers and acquisitions approach. Brown highlights his experience at a prior law firm, where he transformed the lateral partner program into a strategic acquisition initiative. He explains, "this is straight up M&A. So I renamed the program the lateral partner acquisition and integration program. And we treated it much like Apple or Google or any of them would treat their acquisitions."

Sanger and Brown also touch on the importance of integrating newly acquired practices or firms into the existing business. Sanger emphasizes the need for planning and a program management office to ensure a smooth transition, while Brown shares his success with where hist firm had one of the highest lateral retention rates in the market due to the strategic approach and focus on integration.

Looking into the future, Sanger envisions law firms as technology-enabled platforms, providing a wider range of services, while Brown expresses concerns about the reluctance of law departments and law firms to prioritize standardized business processes over the individual preferences of frontline lawyers. Despite their differing perspectives on the future, both agree that a focus on strategy, client experience, and growth through mergers and acquisitions will be crucial for the success of law firms moving forward.

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In this episode of "The Geek in Review," hosts Greg Lambert and Marlene Gebauer engage in a fascinating conversation with legal technology experts Pablo Arredondo, Evan Shenkman, and Darth Vaughn. They discuss their proactive approach to incorporating AI technology, specifically CaseText's CoCounsel, into their legal practice and business operations.

Pablo shares, "I think the law is such a fascinating space for this kind of AI because it really brings together two things that are really deep in the human experience, which is language and rules." The guests discuss their experiences in using CoCounsel and its features, such as the ChatGPT feature, which enables them to draft and review documents more efficiently. Evan emphasizes, "The tools are there, and the more that we can sort of get folks up to speed on this stuff, and really help them understand how to use the tools, the better we're all going to be."

They explain how the integration of AI in their work has led to improved legal outcomes, happier clients, and better work-life balance for attorneys. Darth notes, "The legal industry tends to be a bit of a slow adopter of technology. It's not because we're not smart or we're not hardworking. I think it's because we're risk-averse."

Pablo, Evan, and Darth emphasize the importance of being passionate about leading the way in legal technology advancements. Pablo encourages listeners to embrace this technology with joy, rather than fear, to truly make a difference in their practice and industry. This positive approach helps them excel and bring others along on this transformative journey.

The discussion also touches on access to justice issues and how tools like CoCounsel can potentially help bridge the justice gap. By being intentional in utilizing AI technology to assist in pro bono cases, they believe it is possible to make a significant impact on improving access to legal services for those in need. Overall, this episode of "The Geek in Review" offers valuable insights into how AI and CaseText's CoCounsel can revolutionize the legal industry. The guests' passion and joy for embracing cutting-edge technology serve as an inspiration for others to follow suit and lead the way in transforming the legal landscape.

Contact Us:

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

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In this episode of The Geek in Review, we interview Josh Kubicki, Director and Professor of Legal Business Design Hub and Entrepreneurship Program at Richmond Law School, and the creator of the daily newsletter Brainyacts. Kubicki discusses the speed of change in legal technology and how it is now measured in days and weeks, rather than years and decades. He also talks about the need to embrace technological changes and how he created Brainyacts to force himself to learn about generative AI in the legal profession. Kubicki shares his experience of writing 100 consecutive days on generative AI and how it has helped him stay accountable and take a deep dive into the terrain. He also discusses the reaction from the industry side of things and where he digs in to find good content.

The advancements in generative AI tools like GPT, Bard, Bing Chat, and a slew of new products that seem to be launching daily has overwhelmed many of us. Resources like Brainacts helps put a little bit of stability in this time of rapid change. So take advantage of Josh's hours of work on a daily basis and subscribe and read the very practical newsletter.

Links:

  • Josh Kubicki (LinkedIn)
  • JoshKubicki.com
  • Brainyacts Newsletter (sign up for free)

Contact Us:

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

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AI is now a significant part of the legal industry, and technology companies such as LexisNexis are at the forefront of this technology shift. We sat down and talked with Jeff Reihl, the Executive Vice President, and Chief Technology Officer at LexisNexis, and discussed the current state of AI and its relevance to the legal and research sector. The recent survey conducted by Lexis uncovered that 39% of lawyers, 46% of law students, and 45% of consumers agreed that generative AI tools will significantly transform the practice of law. During Reihl's sixteen years at LexisNexis he witnessed many innovations such as the nearly universal adoption of iPhone and other mobile products, cloud computing, and document automation, but the speed a acceleration around Generative AI tool like GPT 4.0, Bing, Bard, and others is causing even the big players in the legal industry to quickly adjust to the demands of the market. Jeff highlighted the flexibility and benefits of LexisNexis' technology, which can provide valuable insights and information to its users on-demand. The organization generates and applies AI-enabled insights that assist users in finding, evaluating, and curating content more quickly and effectively. Jeff went on to explain how AI technology is helping lawyers reduce research time and increase accuracy in creating legal documents. In conclusion, Jeff explained that LexisNexis is committed to promoting innovation in the legal field by utilizing innovative technology solutions to advance research and meet the growing research demand, thereby improving legal professionals' efficiency and accuracy.

Of course, Lexis is not a new player in the AI field for the legal industry. They began using tools like Google's BERT AI as early as 2018 and included AI functionality in many of their products on the backend of the resources. With the popularity of chatbot-like AI and the interaction that users are now demanding, it will require a shift in Lexis' approach going forward. One focus that Reihl stresses, however, is that unlike the public AI chat tools, Lexis' approach will take in the issues of privacy, security, citation of sources, and the ability to understand how their tools get to the results its users see. Less "black boxes" and more transparency is the goal.

Links:

  • Generative AI Captures Imagination of Lawyers, Law Students, Consumers Alike | LexisNexis PressRoom
  • Jeff Reihl on LinkedIn

Contact Us:

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

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In this episode, we dive into the fascinating story of Kristina Kashtanova, author of "Zarya of the Dawn," a comic book that she illustrated using AI-generated images. Kristina shares her personal struggles during the pandemic, including losing loved ones, being unemployed, and undergoing dental surgery. She talks about how she discovered the power of AI-generated images through OpenAI DALL-E and how it helped her overcome her pain and isolation. We learn about her creative process of generating various images before remembering her story and deciding to use AI-generated images to illustrate it. Kristina also shares her experience of sharing her progress on social media and receiving positive feedback from the AI community. Her story is a testament to the intersection of art and technology and how it can be used to overcome personal struggles and create something beautiful.

We are also going by a duo of Richmond Law School Professors, Ashley Dobbs and Roger Skalbeck. Professor Dobbs runs the IP and Transactional Law Clinic at Richmond and explains that the clinic provides an opportunity for law students to work directly with clients on intellectual property matters, such as copyright and trademark protection, under her supervision. The clinic primarily works with startups, entrepreneurs, and creators who cannot afford legal services. Ashley and her team also handle various transactional matters related to intellectual property, such as forming entities, reviewing contracts, and assigning rights. By working with clients in a real-world setting, law students are able to apply their book learning to practical situations and gain valuable experience before entering the workforce. She is also providing assistance to her fellow professor Roger Skalbeck for his "Copyright §101" Comic Book.

Roger Skalbeck created a comic book to teach his students about copyright laws in the United States. Roger explains that he wanted to create something that looked like the comic books he grew up with, such as the Avengers and Spider-Man, with a vibrant and simplified aesthetic. He used various tools, including Mid-Journey for image generation and Photoshop and Pixlr for updates, before putting it together with a layout program called Comic Life 3. Roger's comic book provides a visual representation of each individual definition in the statute, making it easier for students to understand complex legal concepts. By using a comic book as a teaching tool, Roger is able to engage his students in a fun and creative way while also providing them with a valuable learning experience. Tune in to learn more about Roger's efforts to use a comic book to teach copyright laws and how it is helping to transform legal education. Roger has a class set up in the Fall Semester this year that will require his students to create a comic book that focuses on a practical aspect of Access to Justice.

Tune in to learn more about the intersection of law, comic books, AI, and copyright. Make sure to subscribe on your favorite podcast platforms and share the podcast with your colleagues.

Contact Us:

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

Transcript available on 3 Geeks and a Law Blog

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On this episode, we speak with Nicole Bradick, CEO and founder of Theory & Principle, a legal technology design company. Nicole gives us an update on how their product, Map Engine, is being used by clients to track regulations and laws around the world. She also discusses how the legal industry is becoming more sophisticated in terms of user design and experience, and how this is changing the way law firms and legal tech companies approach product development.

Nicole's passion for user design and experience is evident throughout the conversation, and she emphasizes how it can make or break a product's success in the market. She notes that clients are becoming more knowledgeable about UX, and are able to identify and ask for better design. Additionally, law firms and legal tech companies are recognizing that better design is not just a nice-to-have, but a business imperative. Nicole is dedicated to educating the legal community on the importance of UX, and helping them integrate it into their product development process. She believes that legal technology should be built with the user in mind, and that this approach will lead to better outcomes, both for clients and for the industry as a whole.

Nicole sees immense value in starting T&P Studios because it allows her to bring her expertise in designing and launching products to clients who have great ideas but lack the resources to bring them to market. She describes a unique partnership with Simpson Thatcher's Pro Bono team, where they collaborated to build a product that they wanted to exist in the market, but didn't want to take on the long-term burden of owning software. With T&P Studios, they were able to co-develop the product and bring it to market, while Simpson Thatcher now has their version of it as well. This model of collaboration and revenue sharing allows T&P Studios to work with other law firms and organizations to build and launch products that solve real problems in the legal industry, without the upfront capital expense.

Contact Us:

Twitter: @gebauerm, or @glambert
Voicemail: 713-487-7821
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Music: Jerry David DeCicca

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In a special episode of The Geek in Review podcast, we wanted to play a recent episode of the Future Ready Business (FRB) Podcast. FRB is a podcast that Greg Lambert produces and is hosted by Jackson Walker attorneys Art Cavazos and Erin Camp and is focused on how new ideas, regulations, laws, and overall societal changes affect the way businesses operate.

In this episode, Art Cavazos and Erin Camp host Courtney White and William Nilson, attorneys from Jackson Walker's Houston and Austin offices, and discuss the future of the fashion industry. The conversation touches on how the intersection of art and business has evolved, with topics such as sustainability, diversity, and social media influencers' impact on the industry. The group also discusses the growing relationship between technology and fashion, including the role of artificial intelligence in streamlining production and enabling customization. Social media's role in marketing and intellectual property concerns relating to the fashion industry round out the discussion.It is a great conversation, and we hope you enjoy it as much as we did.

Links:

  • Future Ready Business Podcast
  • Courthouse Couture
  • William Nilson on Instagram (@BigWillyGotBack)
  • Art Cavazos Twitter (@FinanceLawyer)
  • Erin Camp Twitter(@BusinessLawyerE)

Contact Us:

Twitter: @gebauerm, or @glambert
Voicemail: 713-487-7821
Music: Jerry David DeCicca

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Benjamin Alarie and Abdi Aidid are legal experts who are heavily involved in the development of legal technology. They are releasing a new book, The Legal Singularity: How Artificial Intelligence Can Make Law Radically Better later this year.

Benjamin Alarie is a tax law professor at the University of Toronto and has been in the tax law profession since 2004. He became interested in the future of legal education and how artificial intelligence will affect the profession, which led him to co-found Blue J, a legal technology company in Toronto. On the other hand, Abdi Aidid practiced as a commercial litigator in New York before becoming the Vice President of Legal Research at Blue J. He led the team of lawyers and research analysts and helped develop AI-informed predictive tools, which predict how future courts are likely to rule on new legal situations. Abdi is now a full-time law professor at the University of Toronto, teaching subjects like torts and civil procedure.

Naming the book "The Legal Singularity" is a big claim by the authors, so we asked them to explain what they meant by it. According to Abdi Aidid, the legal singularity is the practical elimination of legal uncertainty and its impact on our institutions and society. It is a future state where the law is unknowable in real time and on demand, and we can start doing things that we were not previously able to do because the law was either difficult to ascertain or we did not have a normative consensus around what the law ought to be. The concept of the legal singularity is related to the idea of a technological singularity, but it is not a totalizing event like the technological singularity. Instead, it is an equally socially important concept that focuses on how technological improvements affect the law and related institutions.

Alarie and Aidid suggest that the legal market needs to address bias in AI tools by keeping humans in the loop in arbitration and judicial contexts for a significant period of time. They believe that even as the legal singularity approaches and people begin to have confidence in algorithmic decision making, humans should still be involved in the process to audit machine-generated decisions. They argue that this is necessary because the law deals with deeply human questions, and there is more at stake than just ones and zeros. They believe that humans have to contribute to the legal system's notions of mercy, fairness, empathy, and procedural justice. They also suggest that involving humans in the process helps to inform the technology before disastrous consequences and helps to refine it. Therefore, they emphasize the need for human review of machine judgments, which will lead to accelerated learning in the law. Furthermore, they highlight that the legal market needs to distinguish between the kinds of problems that are a reflection of unaddressed social problems or those that are new technological problems. They stress that the legal market is still collectively responsible for resolving these issues.

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In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert interview M.C. Sungaila, an appellate attorney and the host of The Portia Project podcast. The podcast is geared towards highlighting women in traditional and non-traditional legal careers and is set to celebrate its 100th episode during Women's History Month in March. M.C. Sungaila initially intended to highlight women appellate judges and justices in a book, but quickly realized that a podcast would be the best medium to capture the stories of these women. The podcast now includes women leaders across the industry and beyond, providing a career touchstone for law students and showcasing where women are leading inside and outside the legal profession.

The Portia Project podcast explores a range of courts, including state, federal, and magistrate courts, as well as the process of becoming a judge, and was a finalist for the California Legal Award for Innovation in Diversity and Inclusion. M.C. talks about partnerships with organizations like Girls Inc. to amplify their work. The podcast eventually expanded beyond the judiciary to include legal tech founders, legal design innovators, and others who are making an impact in the legal world. M.C. Sungaila encourages law students to explore these new career paths.

There is a common thread among the guests in that there is no straight path to success, and everyone has unique experiences and skills that lead to their success. M.C. emphasizes the importance of recognizing that success can be different for everyone, and there are many paths to success. She plans to continue focusing on women judges, especially appellate judges, and to include more unique journeys and different approaches to legal practice in the podcast. Additionally, she hopes to branch out beyond the legal industry to bring in guests from other disciplines to provide new thoughts and ideas for women in the law.

In the final part of the podcast episode, M.C. Sungaila discusses the disproportionate share (in a good way) of women on the Supreme Court benches in Michigan and Washington and the desire to diversify the courts in those states. She also talks about the lightning round questions she asks her guests and how it helps her get to know them as people. M.C. shares her optimism for the future of women in the legal industry and the importance of being people centered. We ask MC about her motto, which she attributes to her mother's notes to her throughout her career, such as "make this the best day ever" and "paint your canvas with your own brush."

M.C. Sungaila's Portia Project podcast is an excellent resource for law students and individuals interested in learning about the diverse career paths and approaches to legal practice for women in the legal industry.

Contact Us:

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

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The promise of AI has been around for decades, but it is the last three months that has finally caused an awakening so forceful, that even the legal industry understands it needs to be ready for the upcoming Age of AI. This week's guest has worked toward that goal of integrating AI and other technologies into to practice of law for more than forty years. Johannes (Jan) Scholtes is Chief Data Scientist for iPRO – ZyLAB, and Extraordinairy (Full) Professor Text Mining at Maastricht University in The Netherlands. He joins us this week to discuss the need for lawyers and law firms to use these tools to enhance the power of the practice of law. And he warns that if the traditional legal resources of lawyers and firms won't step up, there are others who will step in to fill that void.

While the AI tools like GPT and other generative AI tools have finally began to be true language tools, there is still a lot that these tools simply cannot do. Scholtes says that there is plenty of legal work to be done, and in fact perhaps more work now that the computers can do most of the heavy lifting and allow the lawyers to do the thinking and strategy.

Scholtes compares the relationship between the lawyer and the technology to be that of a pilot and co-pilot. A relationship in which the co-pilot cannot be completely trusted, but can be trained to assist through the process of vertical training. This means that a law firm needs to work with the AI to have it better understand how to process legal information. Having the technology alongside the lawyers provides a stronger legal representation than just the lawyers or the technology alone. In addition to reducing risk and improving outcomes, Scholtes also projects that Lawyer + AI means higher rates and better profitability, while the clients receive better results.

It is exciting to be at the beginning of this change in the way law is practiced. It is important, however, that law firms, lawyers, and legal professionals understand how to teach and control the technology, and that there needs to be transparency in how the tools work and make decisions. His recommendation is that if all you are offered is and AI Black Box, then you should simply walk away. That lack of trust will come back to bite you.

For more insights from Jan Scholtes, visit his blog, Legal Tech Bridge.

Contact Us:

Twitter: @gebauerm, or @glambert
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It is pretty apparent that we are in a super Hype Cycle when it comes to AI tools like ChatGPT, but for many of us in the legal profession, we're not used to reaching this point of the cycle at the same time as the rest of the world. Because things are happening so fast, we wanted to bring in someone like Colin Lachance from Jurisage to talk about how they are integrating Generative AI tools into their products.

Greg was going down an AI rabbit hole on Twitter this week when Colin mentioned his own project.

Jurisage's tool, MyJr (pronounced "My Junior") is part of a joint venture between Jurisage and AltaML, and is designed to change how researchers access information by allowing the AI tool to synthesis and read cases as the researchers search and analyze the information. Rather than opening up web browser tab after tab and scanning cited cases for relevant information, the idea behind MyJr is to have it quickly answer that information for you. If you need to know what the relevant arguments are from each side in Smith v. Jones, as MyJr to pass that along to you. Ask it a plain language question, get a quick and plain language answer.

Lachance is working to use the GPT 3.5 tool to pass along cases and create what he calls "guardrails" with the cases so that the prompt and the results limit themselves to the case itself. This protects the researcher from the AI "creating" the answer from all the non-relevant information it has collected in its large language model of machine learning. Lachance has additional goals for using AI within Jurisage's data, but he's focused tools like MyJr establishing trust with those using it for researching Canadian, and soon US caselaw.

The MyJr product works as a browser extension and identifies Canadian and US case law citations on any web page. It delivers a preview into key details about the cited case, and a link to a free full-text version, in a popup when the user hovers over the citation. Clicking through to a "more insights" dashboard reveals additional detail as well as access to the upcoming "Chat with a case" feature (Feb 20th for Canadian case, a month later for US). While the paid version of the dashboard won't officially launch until late March, user can get unlimited pre-sale access today as well as secure a future 50% discount option for a one-time payment of $7.

More information on Jurisage and MyJr can be found here:

  • Main: https://jurisage.com/
  • MyJr: https://jurisage.com/myjr/
  • Chat: https://jurisage.com/ask-myjr-chat/
  • Free MyJr Chrome browser extension
  • @ColinLachance (Twitter)

Contact Us:

Twitter: @gebauerm, or @glambert
Voicemail: 713-487-7821
Email: geekinreviewpodcast@gmail.com
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This week we have Damien Riehl, VP, Litigation Workflow and Analytics Content at Fastcase, and one of the drivers behind SALI (Standards Advancement for for the Legal Industry.) Damien is definitely a "big thinker" when it comes to the benefits of creating and using standards for the legal industry. SALI is a system of tagging legal information to allow for better filtering and analysis. It works like Amazon's product tags, where a user can search for a specific area of law, such as patent law, and then choose between various services such as advice, registration, transactional, dispute, or bankruptcy services. The tags cover everything from the substance of law to the business of law, with over 13,000 tags in the latest version. SALI is being adopted by major legal information providers such as Thomson Reuters, Lexis, Bloomberg, NetDocuments, and iManage, with each provider using the same standardized identifiers for legal work. With this standardization, it will be possible to perform the same API query across different providers and receive consistent results. Imagine the potential of being able to ask one question that is understood by all your database and external systems?

In that same vein, we expand our discussion to include how Artificial Intelligence tools like Large Language Models (i.e., ChatGPT, Google BARD, Meta's LLM) could assist legal professionals in their quest to find information, create documents, and help outline legal processes and practices.

He proposed three ways of thinking about the work being done by these models, which are largely analogous to traditional methods. The first way is what Riehl refers to as a "bullshitter," where a model generates information without providing citations for the information. The second way is called a "searcher," where a model generates a legal brief, but does not provide citations, forcing the user to search for support. The third way is called a "researcher," where the model finds relevant cases and statutes, extracts relevant propositions, and crafts a brief based on them.

Riehl believes that option three, being a researcher, is the most likely to win in the future, as it provides "ground truth" from the start. He cites Fastcase's acquisition of Judicata as an example of how AI can be used to help with research by providing unique identifiers for every proposition and citation, enabling users to evaluate the credibility of the information. In conclusion, Riehl sees a future where AI is used to help researchers by providing a pick list of the most common propositions and citations, which can then be further evaluated by the researcher.

One thing is very clear, we are just at the beginning of a shift in how the legal industry processes information. Riehl's one-two combination of SALI Standards combined with additional AI and human capabilities will create a divide amongst the bullshitters, the searchers, and the researchers.

Contact Us:

Twitter: @gebauerm, or @glambert
Voicemail: 713-487-7821
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Music: Jerry David DeCicca

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"Whether you like it or not, everybody's searching for us online. And everybody is looking at your LinkedIn profile, whether you're on LinkedIn every day, or once a year, so you might as well make it work for you." - Stefanie Marrone

Stefanie Marrone is an Outsource Marketer who advises legal professionals on improving their social media presence. Even legal professionals in large law firms can benefit from a strong social media presence because clients and potential clients relate to the individual more than they do the firm. Marrone's experience in firms like Proskauer and MoFo helped shaped her understanding of how important it is to have a strategy when it comes to branding. LinkedIn is her suggested primary platform for lawyers and legal professionals because that is the most likely platform where you'll find your peers and clients.

One of the most effective forms of content, even on LinkedIn, is short-form video. In addition, list posts, infographics, carousel images, and finding ways to bring even firm posts to life helps draw attention to social media posts. For lawyers who have a marketing team, Stefanie suggests establishing a social media training program, especially for LinkedIn.

While we would all love to have some metric that identifies the return on investment of social media, it is not as easy as the number of likes a post receives. Success on social media is a combination of brand awareness, influence on decision making, and information dissemination. However, Marrone points out that many firms have thousands, or even tens of thousands of followers, and if the only engagement you are receiving is minimal, or from a few people, then it is clear that your social media strategy is not working.

Marrone also points out that lawyers and legal professionals should stick to one or two platforms and not spread yourselves too thin. LinkedIn, YouTube, and Twitter are probably the safest bets, but it depends on the message you are trying to convey.

To learn more from Stefanie, check out:

  • The Social Media Butterfly Blog
  • LinkedIn
  • Twitter
  • YouTube
  • Or, check out Stefanie's French Bulldogs, Lucy and Scarlett's Instagram

Contact Us:

Twitter: @gebauerm, or @glambert
Voicemail: 713-487-7821
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This week we are joined by Shayne Phillips, Director of Analytics Solutions at Anaqua/Acclaim IP. Shayne talks about the value that Patent Agents bring to the legal industry. She explains how Patent Agents can use data to uncover insights about competitors and potential markets, and how they can go beyond the typical patent search to provide competitive intelligence and business intelligence.

She emphasizes how Patent Agents can help R&D teams use the patent literature to their advantage, such as looking for references to answer an office action from an examiner or to conduct a freedom to operate opinion piece. Additionally, Patent Agents can look for trends in what patents a competitor has let die before their statutory term, and what countries they are now filing in where they maybe hadn't before with that particular technology. This can help uncover potential markets and provide insight into what the competitor may or may not know about a particular geographical region.

Many law firms realize the value that Patent Agents can bring to making existing clients more profitable by understanding their patent portfolio as well as uncovering the strategic directions that potential clients may be headed in their patent and overall business goals.

As with many industries, Shayne recognizes that there is a giant role that technology and AI tools will play in the immediate future of the profession. With millions upon millions of patents to parse through, there is definitely value in leveraging the technology to enhance the role she plays in finding the hidden jewels that are buried in patent information.

Join us as we talk with Shayne about her career growth, her move to Texas, and her involvement in the Licensing Executive Society to mentor and connect with the newer generation of LES members.

Shayne's Twitter - @ShaynePhillip15

Contact Us:

Twitter: @gebauerm, or @glambert
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This is going to be something that all of you will find "interesting," but maybe not something that you will like. Last week on 3 Geeks, I posted a blog that talked about how to use AI to generate summaries of legal articles. This week, I wanted to expand on that project a little and see if I could turn the summaries into a podcast. The goal was to try to get it completely automated, and completely AI generated. Well... as you can see from the title of this episode, it was almost completely automated, and AI generated. But not 100%.

Here’s the process I created, and I attached the mp3 of the output.

  • RSS Feed that tracks new BigLaw Podcast Episodes.
  • Use a Python script to pull the episode information.
  • Use GPT to create a description of the episode.
  • Use Descript to translate the text summaries into voice output. (I did lightly edit these with an intro and outro as well as tweak the transitions between each review.)
  • Use Soundraw to create an intro/outro music.
  • Combine in Audacity.
  • Output in mp3.

All of these tools are actually free, except for GPT, which is about $0.01 or less per article.

This is far from perfect, but it is kind of cool, and I think there are some uses for these tools.

Whether you love this, hate this, or don't really care, I'd like to hear what you think!!

Contact Us:

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

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There is a lot of buzz around ChatGPT and GPT 3.5, but is it really the next Tesla, or is it the next IBM Watson? We talk with HyperDraft's Tony Thai and Ashley Carlisle about OpenAI's popular tool and why, lawyers at least, shouldn't be ready to go all in on this specific technology. While there are great examples of how GPT 3.5 impressively handled things like Bar Exam questions, there are still a lot of unknowns from this resource from a company that started out as Open Source and non-profit, but has released a product that is neither.

While the conversation focused a lot on the short comings of ChatGPT, there is a lot of promise in the technology, even if it may be years before it can handle the complex issues that lawyers and the legal community handle on behalf of their clients. Are we going to reach The Singularity in 2023, or is it decades away? Can AI plug the Access to Justice gap, or will it cause more issues than it solves? Will this specific AI tool continue to improve as it devours more data and leverages millions of users, or will it become corrupted by bad actors who discover how it inputs its data? Can society use this to better ourselves, or will it become another way to play upon our short attention spans?

We cover all of this and more in a roundtable discussion. We'd love to hear your thoughts on what value you see in ChatGPT and GPT 3.5 in the legal industry. So reach out to us on Twitter or give us a call!

Links:

  • ChatGPT and GPT 3.5
  • Bob Ambrogi's LawNext Interview of Daniel Martin Katz and Michael Bommarito on GPT 3.5's Bar Results
  • HyperDraft AI

Contact Us:

Twitter: @gebauerm, or @glambert
Voicemail: 713-487-7821
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Music: Jerry David DeCicca

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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.

Links:

  • Redgrave Data Website
  • Mollie Nichols - Bio
  • Mollie Nichols - LinkedIn

New Logo!!

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.

Contact Us:

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

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This week, we have a jam-packed episode featuring five of our colleagues from a 2022 American Association of Law Libraries panel on APIs.

  • Emily Rushing, Director of Competitive Intelligence, Haynes and Boone, LLP
  • Pam Noyd, Information Resources Manager at Foley & Lardner LLP
  • Erik Adams, Manager of Library Digital Initiatives Manager of Library Digital Initiatives at Sidley Austin LLP, and Chief of Technology at Golden Arrow Publishing LLC
  • Keli Whitnell, Director of Firm Intelligence at Troutman Pepper
  • Christopher O'Connor, Senior Director, Product Management at LexisNexis

APIs, or Application Programming Interfaces, have become an increasingly important tool in the legal industry. The panel included members with diverse backgrounds and perspectives, including both librarians and non-librarians. This diversity provided a holistic view of the topic, covering everything from the technical aspects of using APIs to the importance of data quality and vetting vendors.

APIs are like building blocks for legal solutions (think: LEGO Blocks), allowing for the flexible sharing of data between different computer environments. This enables more creative solutions than vendors could create on their own and has led to a range of innovative legal solutions.

Overall, the panel provided valuable insights into the use of APIs in the legal industry and highlighted their potential for facilitating more efficient and effective legal work. As the use of API's continues to grow, it will be important for legal professionals to stay up to date on the latest developments and best practices in this area.

Links Mentioned:

  • Afraid of APIs? Implementing APIs for Law Firm Data Requires Soft Skills as Well
  • How To Evaluate and Get Started with Data APIs
  • If Data is the New Gold, then Law Libraries are a Goldmine: Panning for Gold with APIs

Crystal Ball Question:

Brad Blickstein discusses the potential for a recession and its effects on the legal industry. He speculates that Alternative Legal Service Providers (ALSPs) will benefit from the downturn, as law departments will be unable to increase headcount. He also discusses the question of where the work done by ALSPs will go once the recession ends and whether law firms will be able to regain the work.

Contact Us:

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

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We give you the true "3 Geeks" experience on this week's show as we are joined by an OG (original geek) Toby Brown. Toby, Marlene, and Greg talk with Litify's President and COO, Ari Treuhaft, and Pam Wickersham, the VP of Product and Engineer there at Litify. One of the taglines at Litify is that they #BreakLegalSilos. Treuhaft and Wickersham explain what that means, and how they focus on providing an operating system, built on Salesforce, that creates transparency between Corporate Counsel and their law firms.

Both Ari and Pam got their start in Financial and Professional services, so they come at these business problems with a different approach. With Pam's engineering background, and experiences at Google, she brings in a unique perspective on how to build the technology through the lens of the customer. Ari's experiences with the Financial Services industry going to the cloud over a decade ago also positions him to better understand the naysayers in the legal industry who are still resistant to placing data in the cloud.

It's a great conversation. We want to thank the great folks at City Acre Brewery in Houston, Texas for letting us record this episode there. And, for not laughing too hard as Greg destroyed his laptop by spilling an entire Maple Porter into his brand-new laptop. We hope this is a semi-regular event! (Recording at City Acre… not pouring a beer into laptops!!)

Crystal Ball Question

Toby Brown takes on our question this week by talking about the fact that attorneys are resistant to changing behaviors, not because they are unwilling to adapt to new technology, but because this is an industry that is very reputational based.

Links Mentioned:

  • Platform overview
  • Salesforce Advantage
  • Specs on Litify for Corporate Legal
  • Recent blog by Ari about collaboration
  • Recent blog about creating a culture of retention
    • Relevant announcements
      Litify alliance with Deloitte
      Litify winning a Legal Tech Breakthrough Award
    • Ari's Podcast Interview with Bob Ambrogi

Contact Us:

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

Transcript available on 3 Geeks and a Law Blog

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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.

Links Mention:

  • Legal Gender Bias Report 2022
  • Genie AI's Gender-Neutral Legal Templates
  • Textio
  • Textmetrics
  • LexisNexis New Guide to Gender-Neutral Drafting (subscription)

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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Tim Parilla isn't just the Chief Legal Officer at LinkSquares… he's also a customer. That unique position of being the leader of the legal department of a company whose mission is to improve the workflow and efficiency of corporate legal departments, creates an exciting environment for Tim and his team.

Juliette Kopecky is the Chief Marketing Officer at LinkSquares and is leading the company's DEI Initiatives and works closely with the in-house legal team to handle everything from internal issues to reviewing all the marketing and business development contracts. Juliette points to the fact that both she and Tim sit on the company's executive team and have aligned their individual departments to the company's overall mission, helps both of them understand and prioritize their overall processes.

Tim also gives us some insights on how he works with his outside counsel in large law firms. He lists some very simple, but effective ways that he interacts with law firms:

  • Have clear communications
  • Set scope and expectations
  • Be professional and competent

Most of all, Tim and Juliette point to the fact that regardless of if you are dealing with outside counsel, in-house legal teams, or even with the software development teams… the goal is to solve "business problems." Not legal problems. Not organizational problems. Not technology problems. Solve business problems. If that is the way in which you address your issues, then that helps put you on the right path for creating an effective solution.

Crytal Ball Answer

Stuart Dodds is Principle at Positive Pricing and is an executive board member at the Legal Value Network. When it comes to the future of legal pricing, he sees a focus on setting expectations for delivering superior client service, understanding the need to find the right people with the correct skillsets, and establishing the correct change management processes to help lawyers and others adjust to the upcoming shifts in the legal market.

Contact Us:

Twitter: @gebauerm or @glambert

Voicemail: 713-487-7821

Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

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This week we are joined by LexisNexis' Chief Inclusion and Diversity Officer and Head of Global Talent Development, Ronda Bazley Moore. Ronda and a team of LexisNexis leadership in the LexisNexis African Ancestry Network & LexisNexis Rule of Law Foundation Fellowship tasked 18 Fellows from Historically Black Colleges & Universities (HBCU) Law Schools with one very complex task: Uncover how LexisNexis products could be used to address and eliminate systemic racism in the legal system.

The 2022 LexisNexis Equity in the Law Symposium was held in Washington, DC, where the 18 Fellows presented the results of their findings on how to reduce/eliminate system racism. The results were split into six separate clusters:

  1. Equity for Youth in the Legal System
  2. Diversity, Equity, and Inclusion in Legal Education
  3. Diversity in Leadership of Legal Profession
  4. Diversity and Equity in the Courts
  5. Equity in the Criminal Justice System
  6. Racial Equity in Wealth and Ownership

Ronda describes some of the novel ways that the Fellows proposed to leverage the data, resources, and power held by LexisNexis to achieve the audacious goal set before them.

Links:

  • 2022 LexisNexis Fellowship Publication.pdf
  • During Symposium, Law Students Tackle Racial Inequity in Legal System - The Washington Informer

Crystal Ball Question - Legal Value Network Conference

Amanda Norris, Senior Operations Manager at Integreon steps up this week to answer our Crystal Ball question. Amanda has a very interesting expectation on how support staff at law firms, specifically Legal Assistants and Legal Secretaries, provide support both in-person and remotely over the next few years.

Contact Us:

Twitter: @gebauerm or @glambert

Voicemail: 713-487-7821 (note the NEW NUMBER!)

Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

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For the first time, Law360 and Major, Lindsey, and Africa team up to survey BigLaw partners in their 2022 Partner Compensation Survey. We are joined by Craig Savitzky, Senior Data Analyst at Law360 and Jeffrey Lowe, Global Practice Leader of the Law Firm Practice at Major Lindsey and Africa. With this being the first survey of law firm partners since most firms have made some effort to return to the office, there were some surprises on how much remote work partners want to take versus how much their firms are offering. It may not be what you think.

Women and minority partners made some strong gains according to this survey in narrowing the pay gap. While the gap is still significant between women/minority partners and their white male colleagues, this was the smallest percentage in the history of the survey which began in 2010.

For the first time, the difference between average equity partner pay was more than $1 Million over average non-equity partner pay.

Savitzky and Lowe unpack a lot of data from the survey for us.

Links:

  • MLA's - 2022 Partner Compensation Survey
  • Law360 Pulse's - The 2022 Partner Compensation Survey Articles

Crystal Ball Answers from LVNx

This week we talk with Properoware founder Keith Lipman, who recently merged into Litera, about the role that ALSP's and others will play in filling the gap left by law firms when the economy begins its expected downturn.

Contact Us:

Twitter: @gebauerm or @glambert

Voicemail: 713-487-7821 (note the NEW NUMBER!)

Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

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In a recent ALM Pacesetter survey, the report found "that innovators among professional services providers are grappling less with technology installation and more with process and culture reengineering." We sit down with one of the people behind that report, Tomek Jankowski, Director, ALM Intelligence Pacesetter Research, and dive into the ways law firms and in-house legal departments are working to change the cultural roadblocks to advance innovation and improve overall client experiences. We discuss some specific examples of firms going to great lengths to improve their interactions with clients, but that Jankowski reminds us that it doesn't take a Moon Shot project to improve overall satisfaction with your clients. Sometimes, it is as simple as talking with your clients.

Tomek Jankowski also sees a future filled with challenges over the next few years with financial, social, and global political issues bringing back old Cold War problems than not many lawyers today experienced first-hand like he did.

Links Discussed:

  • Executive Summaries of Pacesetter Reports Available Here

Crystal Ball Question:

This week we continue our crystal ball answers from the recent Legal Value Network eXperience conference in Chicago. This week we have Damien Riehl from Fastcase and SALI discussing the need for a true organized method of allowing legal vendors, attorneys, clients, and governments to label and share information.

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Music: Jerry David DeCicca

Transcript available on 3 Geeks

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Adam Curphey's new book, The Legal Team of the Future: Law+ Skills guides the reader through the need for less silos in legal practice and much more reliance upon teams and collaborative efforts. The idea of a "Law+" model for the profession brings in the essential processes of adding people, business, change, and technology to the law and creating legal teams to solve legal problems.

Curphey's experiences at law firms like White & Case LLP, Reed Smith LLP, and Mayer Brown LLP helped provide insights into what worked and didn't work in legal innovation. His membership on the O-Shaped Lawyer Steering Board also provided the human-centric skills needed for the integration of teams into an industry filled with accomplished individuals used to going it alone. This expansion of the T-Shaped and the Delta Model Lawyers brings in more of that human interaction that is needed in today's complex legal environment.

The Legal Team of the Future: Law+ Skills also lays out multiple case studies and examples of collaboration, teamwork, and professional progression. We talk about some of the case studies along with Adam Curphey's view into his crystal ball on what is on the horizon for the legal industry in terms of legal innovation.

LVNx Crystal Ball Answer

This week, Purvi Sanghvi from Paul Hastings, and a current Legal Value Network Executive Board Member, explains how the legal industry may approach a potential economic downturn in 2023, and how that must be different from the 2008 or the 2020 approaches on previous challenges to the profession.

Links to Order The Legal Team of the Future: Law+ Skills

  • Australia, Canada, France, Germany, Italy, the US and the UK

Contact Us: Twitter: @gebauerm or @glambert

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Music: Jerry David DeCicca

Transcript available on 3 Geeks

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Four speakers and a moderator were presenting at a conference.

That sounds like the beginning of a joke, but according to the 2022 ILTACon Conference Co-Chair, Martha Breil, that type of conference presentation just won't draw in the next generation of conference attendees. Workshops, hands-on experiences, and interactive presentations are needed for conferences to stay relevant as we emerge from the two and a half years of lost conferences due to COVID.

While ILTACon made an appearance in 2021, it was this year's conference which was extremely successful. With nearly 3,000 attendees, the conference held at the National Harbor, MD, was completely sold out (thanks to those pesky fire codes!) Breil was very happy with how she and the team of ILTA staffers and volunteers pulled together the 2022 ILTACon and shares with us some of the experiences and comments from the event.

Legal Conferences are a collaboration of Association leaders, members, volunteers, as well as partnerships with vendors and sponsors. As more and more conferences take place over the next few years, there will be different expectations from all of those different groups on how to attract attendees, volunteers, and sponsors. Once the honeymoon of 2022 is over, those expectations will need to be met to continue making conferences, and the money they bring in to organizations like ILTA, a success.

LVNx Crystal Ball Answer

Speaking of conferences, Greg just returned from the Legal Value Network eXperience in Chicago with a fresh batch of answers to our Crystal Ball Question. First up is Kate Boyd, COO at Sente Advisors on the new generation of professionals and the diversity of experiences and knowledge they are bringing to the legal industry.

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Music by Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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This week we have Debbie Reynolds, "The Data Diva," join us to discuss the current state of data regulations, privacy, access, and what's on the horizon for data in the legal industry. Debbie is a 2022 ABA Women in Legal Tech Honoree and the host of The Data Diva Talks Privacy Podcast.

According to Debbie, there is exponential growth going on in technology and the types of data that is being captured. At the same time, governments across the globe are trying to find ways of regulating how businesses and organizations can capture and use data they gather from individuals. These two event are not coordinated so it has created a "Wild West" situation where the law is trying to catch up to the realities of data gathering in the business world.

Training on data security is also lagging behind what is really needed today. Most training on data security is framed around the idea that "data security is everyone's responsibility." Reynold's response to that is unless you are more specific about what it is you need people to do in regards to data security, then it turns out that "everyone's responsibility is actually no one's responsibility."

As technology advances beyond encryption, satellite integration, IoT devices, and morphs into the Metaverse, the types of data produced and gathered is going to completely overwhelm any government's ability to regulate it. The Data Diva thinks that if we don't start creating more transparency when it comes to individual's data privacy, it's just going to get more and more complicated than it is right now.

AALL Crystal Ball Answer

Wolters Kluwer's Anand Daga is our last AALL Crystal Ball response. His view of how the legal information industry will change in the next two to five years revolves around how the information is delivered to the end users. He sees things in much smaller chunks of information delivered to the researchers in shorter, practical methods in ways that value the practitioner's time.

At Legal Value Network eXperience

Greg is going to LVNx this week and will have The Geek in Review stickers to hand out. So if you're in Chicago at LVNx, be on the lookout and prepared to answer our Crystal Ball Question!

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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This week's guest, HBR Consulting's Axelle Flemming, stresses that "Intentional Leadership" creates leaders who "own their purpose." And a purpose is separate from a business "goal." Axelle's experience showed her that when a leader truly knew what their purpose was, the purpose they were trying to achieve, they went to that level of execution. In addition to being an Intentional Leader, that must be balanced with the wellness of the organization and its people. In today's work environment, we are in 24/7 fight or flight mode and intentional leaders understands that challenge. Leaders also see beyond their own goals and purpose and see other people's goals and purpose as well.

On Thursday, September 15th, Axelle Flemming is presenting a Keynote presentation at HBR's Legal Information + Knowledge Services (LINKS) Conference, on this very issue. She "sprinkles" in some of the spice of her talk her on the podcast, but will bring the "secret sauce" to the LINKS Conference.

Marlene Gebauer and Greg Lambert, along with John DiGilio will wrap up the conference through a discussion of Axelle Flemming's and the other presentations of the day.

Registration for the LINKS event is open all the way through the day of the conference.

AALL Crystal Ball Answer

Our good friend, Mark Gediman of Alston & Bird, answers our Crystal Ball question by predicting how Law Schools and Law Firms will collaborate on business and competitive intelligence processes to help law students better prepare for the practice of law once they enter the profession.

Links Discussed:

  • 2nd Annual LINKS Conference
  • Book Your Ticket Here

Contact Us:

Twitter: @gebauerm or @glambert

Voicemail: 713-487-7270

Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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When it comes to the future of legal innovation, Olga Mack of Parley Pro at LexisNexis says that as the legal industry becomes more focused on being a 'service', legal technology will just become part of the overall design of products and services. It will not stand alone as a separate process, but rather legal innovation will be built into products such as HR tools that build in compliance processes, or financial tools build in legal components by design. Legal tech simply integrates into all technology processes.

Olga Mack is the CEO of Parley Pro and recently led the company through an acquisition with LexisNexis. Olga points out that while she was not a founder of Parley Pro, she took her role at leading the company of contract management and collaboration tools very seriously on how it handled its success during the pandemic. She points out that all startups go through a process of looking at its future and deciding do we go public, do we get acquired, or do we die and file for bankruptcy. Her previous relationship with LexisNexis helped her understand the value that Lexis' content would bring to Parley Pro and she says the relationship is exactly what Parley Pro, and their customers needed.

Olga has a strong reputation within the legal community and she actually insists that she wakes up each day and works to live up to that reputation. It's not a 'brand' that she presents to the world, but rather her authentic self as she presents at webinars, conferences, or even in TEDx speeches.

In both an upcoming (early 2023) release of her ABA book, Visual IQ for Lawyers, and a soon to be released third TEDx talk on the same subject, Olga's current inspiration is the adding of visual aspects within documents and contracts. Companies such as Google and others are already using these visual processes in their contracts and it is a skill and concept that Olga thinks many lawyer currently lack. "I think visual intelligence is not something you're born with. It's like reading, writing and arguing. It's something you learn, intentionally." Olga Mack continues, "And this book is an attempt to, one, show the importance of visual intelligence in communications, and to give frameworks and basic concepts to allow legal professionals, not just lawyers, to understand, relate, interpret, communicate in an increasingly visual world."

Links Discussed:

  • Parley Pro
  • Olga Mack: How Smart Contracts Will Change the World - TED
  • Olga Mack: Law as a Service for All | TED Talk
  • Notes to my (Legal) Self

AALL Crystal Ball Answer:

We keep it within the LexisNexis family this week with Loyd Auerbach answering our Crystal Ball Question on how the industry, and law librarians specifically are changing the traditional work model as we make remote and hybrid work a part of our daily work process.

Check out Greg's Newest Podcast, The SuperHuman Law Division.

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@glambert or @gebauerm

713-487-7270

Transcript Available at 3 Geeks

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For the first time ever, we have a guest co-host this week while Marlene wears her fancy sneakers around ILTACon seeking answers to our Crystal Ball question.

Katie Brown, Associate Dean for Information Resources at Charleston School of Law is on a mission to increase the teaching of practical technology skills to law students. In her view, law professors "are required to educate people so that they can go out into the practice and successfully do that. And so beyond just, rule 1.1 with legal technology and having that competency, for us as law schools, I think we have an ethical obligation to be teaching legal technology." This approach needs to be embedded into the Law School's culture, because it costs money, time, and effort to do correctly. In upcoming research collected with University of Connecticut Law's Jessica de Perio Wittman, Brown and de Perio Wittman calculated that on average, law students have less than 4 classes during their entire time in law school that have some aspect of teaching them the technology skills in that topic. Brown wants to see that number rise.

While in Denver at the AALL Conference, Katie not only answered our Crystal Ball question, she also persuaded Abby Dos Santos, Reference Librarian at Caplin & Drysdale, to sit down with her and have a conversation about the pipeline of technology teaching from law school to law firms. We cover both of those answers and then Katie turns the mic on Greg to ask what law students need to understand about court dockets before landing in law firms.

Special thanks to Katie Brown for stepping in and co-hosting this week!!

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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As Laura Leopard's team at Leopard Solutions was analyzing the 2021 law firm lateral movement data, a glaring statistic stood out. There were a lot of women attorneys leaving AmLaw200 firms, and were not coming back like their male counterparts were. As with any good data expert, Laura worked with her team to find out the reasoning behind this trend. The results of that study were released earlier this summer in Leopard Solution's "Women Leaving Law" report.

We sit down with Laura to discuss statistics that show that some 64% of women lawyers who leave AmLaw200 firms don't come back to those firms, some 60% of male attorneys don't either. And while many might think that the reasons for women not returning are part of the "Shecession" of the pandemic, the survey shows that is not the primary reason. The actual reasons involve things like law firm culture, lack of lateral recruiting of women, uneven promotions, and lack of flexibility needed to retain women in the legal workforce.

The report does give eleven processes that law firms can implement to help recruit and retain women. We go through each of those, one by one to learn more.

AALL Crystal Ball Question

We have a familiar voice joining us this week as Bob Ambrogi answers our Crystal Ball Question and discusses the path he predicts state legal regulatory sandboxes are going to take over the next few years.

Links Mentioned:

  • ILTACon - Couch to 5K Learning Strategy to Transform Your Training Program
  • LawNext Podcast and LawSites Blog
  • Leopard Solution's Thought Leadership and Events

Contact Us:

Twitter: @gebauerm or @glambert

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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Five years ago, Dr. Heidi Gardner, Distinguished Fellow at Harvard Law School and co-founder, Gardner & Co, wrote the book, "Smart Collaboration" where she laid out the "why" behind smart collaboration efforts. In her upcoming sequel, "Smarter Collaboration: A New Approach to Breaking Down Barriers and Transforming Work," Dr. Gardner explains the "who" and the "how" behind collaboration. The issues that law firms face today are incredibly complex and multifaceted. And in an industry famous for "going it alone," that approach exposes firms to much greater risk than those who find ways of implementing "smarter collaboration" techniques.

Smarter Collaboration helps increase revenues, profits, and efficiencies while reducing risks and improving client relationships and positive outcomes. While the idea of collaboration may sound like a "soft topic" for law firm leaders, Dr. Gardner points out that there is empirical data behind this and if firms are not engaging in smarter collaboration when doing the "real work" then they are either doing something that is pretty low value, or that falls into the realm of commodity work.

In addition to data driven analysis, Smarter Collaboration also includes a number of examples of how companies and law firms thrive through the use of Smarter Collaboration. Plus, there is a test on determining behavioral tendencies when it comes to collaboration. This psychometric tool helps identify seven different dimensions which can lead to great collaboration within the organization, or may be barriers to collaboration. And, as strange as it may sound to those of us in the legal industry, law firms are not unique when it comes to collaborative behaviors. In fact, Dr. Gardner says law firms are more different from each other than they are from other professional services industries or large corporations.

Listen in for more details on the upcoming book, Smarter Collaboration.

AALL Crystal Ball Question

This week we have John Beatty from the University of Buffalo Law School answer our crystal ball question where he points out that the pipeline of traditional law librarians for law schools may be running dry.

Links Mentioned:

  • Pre-Order Smarter Collaboration - Amazon or Barnes & Noble
  • Gardner & Co
  • Smart Collaboration Accelerator

Contact Us:

Twitter: @gebauerm or @glambert

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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This week, we talk about the experiences that law students and recent law grads have during their internships, summer associate positions, and their judicial clerkships. While most of us work very hard to make sure that these (traditionally young) associates and clerks enjoy and learn from their experiences, today's guests understands firsthand that not all of these experiences are positive. Aliza Shatzman, the co-founder of the Legal Accountability Project, talks with us about her judicial clerkship, which essentially derailed her legal career before it even gets started.

While Shatzman’s dream of becoming a Homicide Prosecutor was taken from her, she took this negative experience and used it as motivation to start the Legal Accountability Project with her WashU classmate, Matt Goodman. The Project’s purpose is to “ensure that as many law clerks as possible have positive clerkship experiences, while extending support and resources to those who do not.”

The Legal Accountability Project is partnering with multiple law schools to create a post-clerkship survey that allows them to share their experiences (both positive and negative) through a database which will be shared with future clerks so they are better informed on what to expect from the clerkships. The idea is to use the data collected to quantify any issues and to craft effective solutions.

AALL Crystal Ball Question: Emily Janoski-Haehlen

Our Crystal Ball answer this week comes from the Dean of Akron Law School, Emily Janoski-Haehlen. Dean Janoski-Haehlen stresses the need for more legal skills training to better prepare students for legal practice. As a tie-in for the main interview, she also covers what questions her school asks returning summer associates and clerks and how they use those to help identify what is working and what needs improving.

Links Mentioned in this Episode:

  • Statement for the Record (Shatzman's congressional testimony)
  • Clerkship Reporting Database — The Legal Accountability Project
  • Data Collection and Analysis — The Legal Accountability Project
  • Pioneers and Pathfinders: Marlene Gebauer | Seyfarth Shaw LLP

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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HyperDraft's Tony Thai knew he could produce a better method of practicing law and producing legal documents. He viewed processes more like an engineer than a lawyer and understood that there were more efficient ways to do the work, not for the sake of efficiency, but because like any good engineer, he was lazy. Or, as he describes himself, "aggressively lazy." Not lazy in the traditional sense, but rather lazy in the way that many of us understand that the current way of working is just wasting everyone's time, and there has to be an easier/better/faster way of doing it.

So after months and years of waiting for the industry to find ways of creating a better process, and failing to actually do it, he jumped in and just did it himself. The idea that he'd been working on and developing to make his own corporate law work better, became his full-time gig and the launch of HyperDraft. This year his fellow BigLaw colleague, Sean Greaney joined HyperDraft as its first General Counsel.

We talk about their journey to create a commercial product. Along the way we ask if creativity, innovation, and producing viable commercial products like HyperDraft means that lawyers at firms have to split off from that firm? The answer is a mix of yes, no, and maybe. One thing that both point out is that while the idea may be viable, a young associate really doesn't have the legal experience needed to understand the nuances involved in creating a deliverable that scales and fits the overall needs of the lawyer and the client. That's why Tony and Sean stuck around for a few more years to learn the in's and out's of the processes before leaving to launch HyperDraft. It's a lesson that many entrepreneur/lawyers may want to learn before launching their own startups.

AALL Crystal Ball Questions:

We recorded a number of crystal ball answers at this year's American Association of Law Libraries (AALL) annual conference in Denver. This week, Susan DeMaine from Indiana University Maurer School of Law looks at the effect that inflation is having on law schools and how she and other law school professors and administrators are needing to do to stay ahead of those effects.

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

Listener Perk:

HyperDraft is providing Geek in Review podcast listeners with a complimentary month free of its document automation software Save 90% of the time drafting legal documents. Click here to try HyperDraft for free.

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Imagine working in a toxic workplace where you've recently laid off a third of your employees and the company is on the verge of bankruptcy. Then a few weeks later, that toxic leader pulls the rest of the leadership team into a conference room for a "all hands on deck" meeting, where he starts the meeting by stating that he loves this team and he cares about all of them. Sounds strange? Well, according to Jeff Ma and Frank Danna, co-authors of Love as a Business Strategy, they thought someone had swapped bodies with their CEO. But, it turns out that this CEO, and fellow co-author of the eventual book, found the motivation to change his behavior and transform himself, and the team, so that they led with love in how they worked with each other, and with their clients. It ultimately saved their business, and their relationships with each other.

Jeff Ma stresses that they are still on the journey into this transformation and that it doesn't get easier, it actually gets harder. There has to be tough conversations where co-workers commit to the accountability that they have for one another. Honesty is stressed over harmony. And as Ma puts it, "it sucks sometimes to be honest." Otherwise you end up with what Frank Danna calls "unforgiveness." That situation where, because the issue is never addressed, it festers and causes a rift, and that unforgiveness grows and grows. So stressing honesty over harmony prevents this air of unforgiveness and leads to a better work environment.

We discuss the six-pillars defined in the book:

  • Inclusion
  • Empathy
  • Vulnerability
  • Trust
  • Empowerment
  • Forgiveness

Even in the law firm environment, Love as a Business Strategy has a place and can improve the overall performance and culture in the workplace.

Links Mention:

  • Love as a Business Strategy (book)
  • Love as a Business Strategy (podcast)
  • Culture+
  • Seneca Leaders

Contact Us

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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A few weeks back, we talked with Norton Rose Fulbright's Zack Barnes on how law firms can invest in their communities through local innovation hubs like Houston, Texas' Ion District. We wanted to dive deeper into that law firm/local innovation idea, so Zack is back with us and introduced us to Joey Sanchez, Senior Director of Ecosystems at The Ion Houston. With his weekly "Cup of Joey" innovation gatherings, Sanchez says his responsibility is to "engineer serendipity" in the innovation community.

The Ion Houston is a lesson in "fail fast." The original idea revolved around the bid to lure Amazon's second headquarters. And despite being the fourth largest city in the United States, Houston didn't even make the top 20 of Amazon's list. What that told the innovators in Houston, along with the biggest backer of the project, Rice University, was that Houston needed to reevaluate itself and make a concerted effort to organize its innovative community.

The Ion is not just a beautiful reimagination of a 1930's era Sears building. It is a 12 block district in the center of Houston that is looking to reimagine a city that has long been viewed as having a cowboy culture rooted in the fossil fuel industries. While the rest of the world may think of Austin as the hot area for innovation, Sanchez reminds us that Houston has the biggest potential for growth with its variety of industries like the Medical Center, NASA, the Port of Houston, the influx of alternative energy companies, and its large, diverse population.

The legal industry is also taking note of what is happening in the Ion District with firms like Baker Botts, Norton Rose, Hunton Andrews Kurth, and other law firms making a presence for themselves among the startups. Entrepreneurs are looking for protections for their intellectual property, reducing risks associated with being a new company, and for guidance through the legal and regulatory landscape. Having innovation districts in large cities like Houston are a prime spot for law firms to position themselves to help innovators within their local communities.

Links Mentioned:

The Ion Houston

The Ion District

Cup of Joey

Blue Tile Project

Texas Startup Manifesto

Contact Us

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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It has been almost three years since the American Association of Law Libraries (AALL) held its last in-person conference in Washington, DC. Since that time, both the New Orleans (2020) and Cleveland (2021) Conferences were replace with an online event. Needless to say, many members are ready, albeit still with some concerns, to meet their colleagues in person once again. From July 16th through the 19th, nearly 900 members will gather in Denver, Colorado to enjoy the educational and social gathering of law librarians. Another 60+ vendor organizations will also be at the Denver Convention Center under the gaze of the iconic Blue Bear.

We asked current AALL President, Diane Rodriguez, along with AALL Vice-President, Beth Adelman, to take time out of their busy preparation schedules to come in and talk with us about what members and vendors should expect from the conference. Those of us who attend AALL conferences understand that it is truly a technology conference where vendors go to show their enhancements to existing products or to launch new products to the tech savvy end-users of many of their products. Even Bob Ambrogi has put this as one of the top legal tech conferences in the legal industry.

Rodriguez and Adelman have spent the last year preparing AALL for a post-pandemic presence in the legal industry and focused not only on returning to in-person events, but also creating a new Strategic Plan for the Association headed by Beth Adelman. In addition, the organization continued its fight for access to justice and legal information. Diane Rodriguez penned an article for the ABA Human Rights Magazine earlier this year titled "Putting the Spotlight on Civics Education: How Law Librarians Are Helping to Bridge the Access to Justice Gap."

Of course conferences aren't all educational programming and vendor interactions. We all are working in some baseball, concerts, books stores, and art exhibits while we are there as well. For more information visit the AALL Conference Website.

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[Ed. Note: This week marks The Geek in Review's 4th Anniversary. We thank you all for listening, subscribing, and telling your colleagues about what you hear. We'd love to hear more from you on what your favorite episodes are or what topics you'd like us to cover. Tweet us at @gebauerm and @glambert with your thoughts. Thank You Listeners!! - GL/MG]

We all know the saying "High Risk, High Reward." But when it comes to data security, Peter Baumann, CEO and co founder of ActiveNav, we derive the value of the data because we just can't get through the risk. There are three things always facing businesses whenever there is data involved, and that is the protection of the business's reputation, the costs involved in non-compliance, and then the exponential growth of data within the organization. We are so focused on reacting to these three variables, that we simply cannot do anything on the value of the data itself.

Peter talks with us about the number of existing patchwork of regulations around the world, and how it makes it too difficult for business and organizations to comply. And while most experts suggested that regulations like GDPR would only govern those with businesses or people in Europe, it's become the de facto compliance bar for privacy and data security for many businesses. He suggests that the US Government needs to step in an set a clear regulatory path around data privacy and security so that businesses know what the rules are, and the legal industry can better advise their clients on what steps they need to take to be compliant.

We dive deep in this episode and talk about what is structured and data. And how the existence of "dark data" within a business is what brings the highest risk of all. While doing data assessments on Terabytes and even Petabytes of data is extremely expensive, data breaches are even more expensive. The goal in Peter's mind is to get to "zero dark data" so that you can stop worrying completely on the risks, and start understanding the value within your data.

Contact Us Twitter: @gebauerm or @glambert

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Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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While we are still struggling with COVID outbreaks this summer, the 2022 Summer Associate ranks are faring quite differently than their 2021 counterparts according to a recent survey conducted by Law360. Kerry Benn, Director of Series Surveys and Data at Law360 breaks down the results of the survey and explains how the struggles differ significantly this year. One of the biggest shifts from 2021 to 2022 was around mentorship and the need for the summer associate to "connect" with the lawyers of the firm in face to face interactions. While many law firms still stressed the need access to mentorship, the summers had much less of a concern for that this year versus last. One stressor that did rise this year was the ability to handle the workload being placed upon the summer associates this year.

Not surprisingly, the preferred places to work as a summer associate were Kirkland & Ellis (the new #1), Latham, Cooley, Skadden, and Sidley Austin. One thing that was surprising was the salary ranges for those summers who did not land a BigLaw job. Some firms were paying as little as $15.00 and hour. That made some law students reconsider working at a law firm, or going back to Target or Olive Garden and make more.

We also ask Kerry Benn about future surveys that Law360 is producing including the second part of the Summer Associate Survey that reviews their actual experiences, the Glass Ceiling Survey, and Diversity Reports. Benn looks into her crystal ball and projects that there will be more demand for LGBTQ+ and additional diversity surveys and how law firms are implementing alternative structures in their fee arrangements with clients.

Links Discussed:

The 2022 Summer Associates Survey - Law360 (PDF of Survey)

Contact Us Twitter: @gebauerm or @glambert

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Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

Transcript Available on 3 Geeks Blog

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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.

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.

Contact Us Twitter: @gebauerm or @glambert

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Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

Transcript available on 3 Geeks and a Law Blog

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We all know that it takes some "outside of the box thinking" to help improve the legal system in the United States, especially when it comes to Pro Se litigants. Courtroom5 CEO and co-founder Sonja Ebron does exactly that with her startup focused on guiding Pro Se litigants through complex court processes. Ed Walters, CEO and co-founder of Fastcase wants the legal industry to stop trying so hard to reinforce that "box." Together, Ebron and Walters are creating a process to help litigants access and navigate the court system through a combination of case process instructions, legal information, Artificial Intelligence, and collaboration with legal professionals. Eventually, Ebron would like to see the courts themselves leverage Courtroom5's abilities to help those seeking legal recourse.

Walters stresses that the "North Star" of legal practice should be the wellbeing of clients. In a system where according to The World Justice Project, over 75% of legal needs go unmet, and some 80% of citizens seeking judicial action do so without the use of legal professionals. Part of that solution lies with the courts and the need to focus on the ability "to filter out people who need lawyers helping people who don't."

Once again, this is not about replacing lawyers with robots, or encouraging Pro Se litigants to not seek legal assistance. Courtroom5 and Fastcase are seeking ways to improve the overall process of placing the right information in front of litigants, at the right time. Even if those instructions are to highly recommend seeking legal counsel.

Links Mention: * Courtroom5 * Fastcase * Ed Walters on Stephen Poor's Pioneers and Pathfinders Podcast * TGIR Ep. 158 with Maya Markovich and Yousef Kassim on The Justice Technology Association * Duke Law Tech Lab

Contact Us Twitter: @gebauerm or @glambert

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Music: Jerry David DeCicca

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When three legal innovators gather together in their town of Houston, the topic drifts toward the interesting innovation and creativity hubs happening around the city. Both inside and outside of law firms. In a special "after-hours" episode of The Geek in Review, we talk with Norton Rose Fulbright US' Head of Innovation, Zack Barnes. The conversation is a diverse as the city. We talk about the The Ion innovation epicenter and Zack's interest in how these types of innovation hubs can use help from the law firms within the city to help guide entrepreneurs in the early stages.

In addition to the conversation revolving around legal innovation and creativity, we also talk on Zack's experiences with creating and writing patents as a start-up entrepreneur himself, and finding other start-ups to invest in for companies like Halliburton. Zack also describes how he went to college to be a mountain bike racer and how that love of speed expanded to a faster, but less bone breaking hobby of racing Corvettes. To top things off, we lubricate the discussion with some wonderful local Houston beers. Buckle up and grab your own favorite beverage as we talk all things innovation and happenings here in our favorite city of Houston. Let us know if you are ever in town and we can take you to one or more of the great innovation and brewing spots around town.

Links mentioned:

  • @NRFUSZack (InnovLegal Zack)
  • The Ion
  • Rice University Data to Knowledge Lab
  • Cup of Joey
  • St. Arnold
  • Karbach
  • Spindle Tap
  • 11 Below
  • Eureka Heights
  • Texas Leaguer
  • Brash Brewing
  • Southern Star

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Music: Jerry David DeCicca

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We are all pretty familiar with the phrase "Legal Tech." Maya Markovich and Yousef Kassim would like you to also become more familiar with the phrase "Justice Tech" as well. In fact, they have a new trade association focused on this issue called the Justice Technology Association or JTA. Justice Tech is defined as those companies which build tech solutions which are designed to improve or open access to legal rights, improve outcomes, and increase equity within a system that is stacked against users who are often going it alone in the justice system. Yousef Kassim's product, EasyExpunctions.com is one example.

Maya Markovich is the Executive Director of JTA, and along with founders like Yousef Kassim and a diverse board of advisors, JTA is looking to leverage technology to help those seeking access to justice. This group of founders and advisors are not limited to lawyers, as access to justice is not a problem that can be solved by lawyers alone. JTA brought in engineers, policy advisors, academics, venture capitalists, and a wide range of other professionals to help guide the mission of the trade association. You can learn more at JusticeTechAssociation.org.

LegalWeek Crystal Ball Question:

We wind down our series of LegalWeek Crystal Ball responses with another former guest, Steve Embry. Steve recently wrote on his TechLaw Crossroads blog about the desire to be in the office less, and what that means for law firms when it comes to office space, training, and culture. Embry doesn't see it as all doom and gloom as some law firm leaders might.

Links:

  • Justice Technology Association
  • JTA Partnership and Collaboration
  • JTA Membership
  • To Support JTA
  • JTA Twitter
  • EasyExpunctions.com

Contact Us

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Music: Jerry David DeCicca

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For many of us, what we think of when we hear "American Lawyer Media", we think of lots of print newspapers, magazines, The American Lawyer, and the AmLaw 100/200 lists. Bill Carter, CEO of the newly re-branded ALM, sees the tremendous value of the data that ALM collects much more than just the news articles it produces. When Carter took over the reins at ALM in 2012, he evaluated the company like a consultant, and determined that the best path forward was through consolidation of titles through the evolution of law.com; moving away from individual subscriptions to an enterprise model, and; focus on the wealth of data compiled by ALM and find ways to leverage that data as the path forward for the company. We have an amazing look into what ALM is doing these days and a peek at what Bill Carter would like to do in the near future.

Links to Items Discussed: * Law.com Radar * Legal Compass * Global Leaders in Law * Corporate Counsel Advance

LegalWeek Crystal Ball Answer This week's Crystal Ball answer comes to us from Ken Crutchfield of Wolters Kluwer. Ken is monitoring all of the exciting legal technologies that are springing out of the AI explosion and who will be the winners, and who will be the losers as things shake out.

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When it comes to dockets, the holy grail for most of us has always been state trial court dockets. Nicole Clark, CEO and co-founder of Trellis also felt that way when she was practicing, and decided that she would find a way to access and obtain that treasure trove of data that was always just out of reach. Nicole sits down with us this week to tell us the story behind her mission to seek out local court information, clean up the data, and create a method of analyzing that data. As anyone who has ever worked with trial court dockets, you understand how difficult a task this really is.

Nicole says that Trellis is on a mission to add a county court a day and to find additional ways that the information can be sliced, diced, and analyzed with the help of artificial intelligence (AI) processes like natural language processing (NLP) and through upcoming API access. She also walks us through some of the unique ways her customers use the data, and that the value of trial court data isn't just limited to the legal field. The once elusive state court data is now becoming more and more available through platforms like Trellis, so the opportunities for legal researchers to take advantage of this wealth of information is expanding, literally by the day.

Listener Perk: Trellis is providing Geek In Review podcast listeners with complimentary 14-day access to its state trial court research & analytics platform! Gain insights and intelligence on judges, verdicts, opposing counsel, motions, rulings, dockets and other legal issues. Click here to try Trellis for free today.

LegalWeek Crystal Ball Question This week we ask Casetext's Robert Armbruster to look into his crystal ball and tell us what he sees in the next few years when it comes to our expectations on how search tools like Casetext will evolve.

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We have a number of repeat guests on the show this week, but all with new stories to tell since their last appearance.

Nikki Shaver and Jeroen Plink have joined forces to launch Legaltech Hub. Their mission is to provide a single place for those of us looking at legal technology so that we can have a clear picture of who are the players in legaltech solutions. We talk about how the two began their collaboration efforts to expand upon Nikki Shaver's original idea for Legaltech Hub and launch it as a startup business.

For those of us in the legal industry, whether it is a practicing lawyer, knowledge management, IT, library professional or other allied professionals, we all understand that when it comes to evaluating technology in the legal industry, it can be overwhelming. Jeroen and Nikki discuss how they set up the structure of Legaltech Hub, and who are the intended, and even the aspirational users of this system. We also discuss the competitors in the industry and how they believe Legaltech Hub distinguishes itself from the pack.

A quick shoutout to our friend Chevazz Brown for the resent launch of his DiversePro mobile app.

Crystal Ball Question

This week's LegalTech Crystal Ball question is answered by another TGIR Alumni, Sameena Kluck. Sameena sees an improvement in personal branding and authenticity in the legal profession.

Alumni Episodes:

  • Jeroen Plink
  • Nikki Shaver
  • Chevazz Brown
  • Sameena Kluck

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Music: Jerry David DeCicca

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For those of us who went to law school, a large percentage probably assumed we'd graduate, take the bar, and practice law. But, sometimes life takes you in a different direction. Today's guest fits that mold, and also decided to talk with 15 other law school grads who also found careers outside the traditional legal practice. Adam Pascarella is the Founder of Second Order Capital Management, and the author of the new book, Reversed in Part: 15 Law School Grads on Pursuing Non-Traditional Careers. Within the book, you'll also find two former TGIR guests, Ayelette Robinson and Richard Hsu.

Reversed in Part is designed to give inspiration and some practical insights from professionals who followed their passions and how their legal career experiences helped them along the way. Adam tells us how he essentially used the interviews to help guide himself into a career outside of BigLaw and take the risk to start his own business.

LegalWeek Crystal Ball Question This week we hear from Michael Burns, Chief Revenue Officer at Steno on what he sees for the legal industry when he peers into his crystal ball. For the industry to improve, it's going to take the help of allied professionals, automation, and even API integration to make it a reality.

Congrats to Marlene For those who haven't seen yet, Marlene was included in the ABA's Legal Technology Resource Center's Women of Legal Tech 2022. Such a great list of leaders, including five former guests. It was nice of the ABA's LTRC to give us an additional list of eleven more leaders who we need to get on the podcast!!

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Music: Jerry David DeCicca

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When the pandemic began, many law firms prepared for the worst by furloughing or laying off lawyers and legal professionals. Many of these same firms then found themselves at a disadvantage when the hiring spree began in the fourth quarter of 2020. Leopard Solution's Phil Flora joins us this week to talk about the numbers that they tracked over this time on hiring and movement in the legal industry. Pre-pandemic, there were 6,000 - 7,000 open jobs at any given moment. Currently, that number is 12,000+. And it doesn't appear to be slowing down.

Phil Flora discusses a number of issues around how law firms and others are managing, recruiting, and retaining talent in such an active market. Of course, money is the traditional approach for law firms, and that is no exception this time around. However, Flora points out that there are a lot of "greats" going on in the market, including the "Great Pause", the "Great Resurgence", and the "Great Reflection" to name a few. And while money will be one piece of the solution, legal talent is wanting many more adjustments in order to keep them content and in place. This includes more work flexibility, mentoring, and even more social awareness by the law firms when it comes to how they align with societal goals.

Crystal Ball Question We asked Norton Rose Fulbright's Zack Barnes to look into his crystal ball and predict what he sees for the legal industry. Barnes' future expands upon the ability for the legal market to expand upon the sandboxes created by Utah and Arizona to allow for ownership of law firms beyond the licensed attorney ranks. For true business innovation, there needs to be diversity in the ownership ranks.

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Music: Jerry David DeCicca

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This is a topic we’ve wanted to discuss since early 2019, but teaching stints in Helsinki, and a global pandemic pushed it back almost three years. But we did not forget about the topic of The Right to Be Forgotten! However, in that time, even the phrasing of the topic has changed to The Right to Erasure. Our guest, Anne Klinefelter, Director of the Law Library and Henry P. Brandis Distinguished Professor of Law, catches us all up on the current issues surrounding data privacy and the Internet both here in the US, as well as in the EU.

Klinefelter’s view of privacy is that while we haven’t done a great deal of work to protect individual’s privacy in an economic model based on surveillance capitalism, we have done some things. Her vision of the future is that the Internet still has the capability of being the Utopia we once hoped it would be, but it will probably get far worse before it gets better. And those who benefited from the weak data privacy regulations may end up being the very people who come in and change it for the better.

We also talked with Molly Huie from Bloomberg Law about the 2022 DEI Framework survey which is now open for law firms. Molly lists out a number of new data points included in the framework, including neurodiversity, origination credit, and partnership tracking topics in law firm diversity efforts.

Links discussed in this episode:

  • "Google LLC v. CNIL: The Location-Based Limits of the EU Right to Erasure" by Sam Wrigley and Anne Klinefelter (unc.edu)
  • Diversity, Equity, and Inclusion Framework for Law Firms | Bloomberg Law
  • The Geek in Review Ep. 135 - Results of the Bloomberg Law DEI Framework with Molly Huie | 3 Geeks and a Law Blog (geeklawblog.com)

Contact Us

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript available on 3 Geeks and a Law Blog page.

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We bring on a fellow legal industry podcaster this week to talk about the launching of her brand new podcast, The Portia Project. M.C. Sungaila is a shareholder at Buchalter in California and she noticed that while there were a number of female judges making it onto the trial court bench, there were still a small number at the appellate level. This motivated her to seek out a platform for those judges who were at the appellate level to share their stories and perhaps encourage others to seek out similar roles. M.C. discusses how her original idea of creating a book on the topic morphed into the podcast platform as a result of not just the length of time it takes to compile a book, but also because she quickly discovered that being able to actually hear these stories told in first-person had more of an emotional effect than the printed page could convey.

M.C. shares how the experiences of women joining the judiciary changed over the past few decades. How the challenges shifted from the 70s and 80s into the past couple of decades. That the barriers shifted from obvious issues to more subtle obstacles. She also notes how there is a theme among these stories of women trailblazers in particular areas of legal practice, only to be supplanted by their male counterparts once those areas of practice become more prestigious. It is this type of shared storytelling experience that makes podcasting such a popular platform and M.C.'s Portia Project brings these important stories to life. We hope you enjoy this discussion as much as we did.

Crystal Ball Question While we may be back to a more "regular" style of podcast episode this week, we still have some recordings from LegalWeek that we are going to share for a few more episodes. We asked a number of attendees our Crystal Ball question of "what significant changes do you see in the legal industry over the next five years?" This week, David Bartolone from Wolters Kluwer sat down at the microphone in New York and gave us his projection on the role APIs will play in the near future.

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Music: Jerry David DeCicca

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This week we celebrate not just our 150th episode, but also our first live conference in over two years. We traveled to New York City to attend LegalWeek 2022 and recorded live (after a number of technical difficulties.

We discuss what it feels like to be surrounded by 2,000+ of your closest friends and colleagues and some of the presentations we saw while we were here.

Ignatius Grande, Director at Berkeley Research Group LLC also joins us to share his experience and the topic of ethics in data analytics and legal technology, especially in the era of ESG in the legal market.

It's great to be back surrounded by so many people, but it is also a very strange feeling! We hope to see more of you this year as more and more conferences and travel (hopefully) happens.

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Sarah Sutherland from CanLII joins us this week to talk about her new book, Legal Data and Information in Practice: How Data and the Law Interact. We have a fun and informative discussion about how the legal industry, ranging from courts, firms, law schools and start-ups are leveraging data within their organizations and how new technologies are allowing us to do amazing things with data that we could only dream about a few short years ago. While many of us in the law understand the messiness of the data we produce and collect, however Sutherland points out that there are many industries where the data is messy, and they are using that data to increase the value of the services they provide.

That being said, there are still a number of ways in which we create and collect data that need improvement to support current and potential uses. Leveraging data in better ways helps the legal industry across the spectrum. Whether that is the large law firms assisting global corporations, or helping individuals with access to justice needs. Sutherland's hope is that a legal industry that has better structure data results in better outcomes for everyone needing legal services. Sarah recently wrote about a hypothetical law firm where she quantified the value of improved information and data.

Information Inspirations

A recent leak of confidential court records in California from Tyler Technologies, Inc.'s Odyssey Case Management System is having a wider affect that the court initially thought. It turned out that third party data collection also gained access to the information, including attorney disciplinary records and juvenile records. In addition, no one is really certain if the leak was limited to just the California courts.

Lex Machina and LexisNexis recently released their latest Law Firms Activity Report, which surveys the most active law firms in federal district court.

You know what we are missing? Another Law School in Florida! Enter The Jacksonville University College of Law to become Florida's twelfth law school in the state.

You know what else we have been missing? Legal Explainer TikToks. But now we have them thanks to Harvard Law Spouses, Maclen Stanley and Ashleigh Ruggles, both 2018 Harvard law grads, They published a book last summer called The Law Says What?: Stuff You Didn’t Know About the Law (but Really Should!), and a TikTok page spun off of the book. Perhaps we need a Geek in Review TikTok page?? Or, perhaps not!!

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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.

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.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript available on the 3 Geeks' website.

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When Sang Lee set out to begin her own talent management and recruitment company, her two-decades of experience taught her that much of the industry felt like a charade. To change that, she thought of the phrase, "To Thine Own Self Be True" as a guiding principle and from that came the company she co-founded called Thine. The youngest of three daughters from an immigrant family, she had many expectations placed upon her, but while she and her sisters all graduated from Georgetown Law School, her father's dream of a Lee, Lee, & Lee law firm never came into fruition. Instead, Sang found herself in the legal recruiting profession after working as an associate in a large law firm. In 2019, she launched Thine with Jon Strom where they focus on custom assessments and benchmarking for recruiting, leadership skills, and competency assessments to find and build great fits for both the law firms and the attorneys. Thine's use of algorithmic data, Organizational Psychology, and interview insights creates assessments which reflect what it really takes to be a successful attorney within the firm.

Check out Thine's and Ari Kaplan Advisor's Report on how the legal industry is approaching hiring, development, and promotion of associates.

Information Inspirations

Down to the Struts is a podcast focusing on issues regarding living with disabilities. In the latest episode, host Qudsiya Naqui is joined by fellow podcasters Cheryl Green and Thomas read to talk about their experiences and the lack of support from the non-disabled community.

Data may be undervalued as an ESG strategy, but with new business scoring which looks at company ESG statements, businesses may need to start looking at the data as part of their overall strategy.

Maya Markovich, Kristen Sonday, and Sonja Ebron join Talk Justice’s podcast host, Jason Tashea to discuss this launching of the new Justice Technology Association (JTA.)

FTI Consulting, Inc. recently announced findings from Part 3 of The General Counsel Report 2022: Leading with Endurance Through Risk, Culture and Technology Challenges.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript is available on 3 Geeks and a Law Blog

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There were a number of SNAFUs the past couple of weeks here at The Geek in Review, but even with scheduling difficulties and personal emergencies, we wanted to get an episode out this week. In order for everyone to "get their geek on," we created an "Information Inspirations" episode. We'll be back next week with more traditional content, but we hope you enjoy our musings on news and ideas around the legal industry.

Information Inspirations

Bill Henderson’s State supreme courts and the challenges of PeopleLawdiscusses the power that state supreme courts have in the regulation and delivery of the legal industry and access to justice. These courts have the power over the market structure, dispute resolution, and licensure of the practice of law. However, the Justices are reluctant regulators and Henderson suggests that they need to shake off this reluctance and fix a system that is in serious need of change.

The American Bar Association is poised to change a series of law school accreditation rules and the change could go into effect as early as this fall. This round of changes deals with anti-discrimination training that law students need to take before they can graduate.

The ROSS v. Westlaw battle continues with ROSS recently crying foul that Westlaw is using copyright arguments to maintain what they claim to be a monopoly on legal information. Julie Sobowale dives a little deeper on one issue that affects both US and Canadian legal research innovators, and that is access to primary materials like case law.

Law School 1Ls and 2Ls shouldn't just look at BigLaw for their summer associate work. Working with startups or venture capital firms may be another option out there.

The legal industry looked to the NFL's Rooney Rule to help guide our own version through the Mansfield Rule. While the NFL gave a good blueprint for how to expand the search for minority talent, a recent lawsuit by former Miami Dolphin Head Coach, Brian Flores, alleges that it is also a blueprint for how to claim we are doing great things for minority hiring, but the reality is that it is a check-the-box and continue-as-normal process.

The era of COVID produced a major shift in the concepts of virtual court proceedings. While we've had bumps in the road, it seems that virtual courts are here to stay.

Bonus Inspirations (Non-Legal Podcasts That Inspire Us!!)

Sacred Scandal

Comic Book Couples Counseling

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One of the things we love to talk about on this podcast is how to take data and make it tell a story. This week's guests are doing just that on the topic of Community Policing and making sure that there is equal coverage for both the Community part, as well as the Policing part. Ama Romaine, co-founder and Chair, and Wayne Harris, Executive Director of The Initiative: Advancing the Blue and Black Partnership, join us to describe how they are taking quantitative and qualitative data from both communities and the police agencies to identify the current relationship between them, and how they are aligned and misaligned when it comes to community policing.

"The conversation about [community] policing... really needs to get to where we recognize that we're in this together. That there's very little separation between the men and women wearing a police uniform, and the people that they're there working with." - Wayne Harris

"What we are really trying to do is give voice to individuals in their communities and create a way for local leaders, for police leaders, for anyone, really, to be able to understand what a community needs. And then let's focus on creating and providing those needs for that community. That's what's going to create thriving communities in the end and, frankly, reduce the need for law enforcement to solve every single problem that we have." - Ama Romaine

Links:

  • The Blue & Black Partnership's website
  • CentralPlus (8 Minute Community Survey)
  • Consent Decree data

Information Inspirations:

Our fellow geek, Casey Flaherty talks about his recent blog post series with Chad Main of the Technically Legal Podcast.

Is a workcation or bleisure travel in your future? A survey of business/leisure travelers seems to point in that direction.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript is available on 3 Geeks and a Law Blog

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This week's guest is Maker5, Inc. CEO and Founder Sanjay Kamlani. Sanjay's experience of creating businesses like Office Tiger and Pangea3 give him a unique view of the legal technology and innovation sector, and specifically what tends to work well, and what tends to fall short when it comes to true innovation. Maker5, Inc is a Venture Studio designed to incubate its own businesses to spin them off as independent businesses, as well as being an advisory to law firms and software development services for law firms. When it comes to internal innovation, Sanjay's view is that the CIO and CTO do not have enough practicing lawyers integrated with what they're trying to accomplish at the firm. Too often firms try to innovate in a vacuum, without the input and guidance of innovation partners or practicing attorneys and they end up not having any real authority or responsibility for implementing the innovative project.

In addition to development structure, there are also cultural disincentives to adopting true innovation, especially in the law firm setting.

"If you think about how most firms are focused 100% on the billable hour, and then you start thinking about what technology achieves ... that ends up reducing billable hours, you immediately start to realize that there's a big contradiction.... Unless you have an incentive structure that is consistent with the notion of efficiency and better, faster, cheaper, you're not going to get adoption, everyone's going to run in the opposite direction of that tool." - Sanjay Kamlani

We walk through the processes of coming up with innovative ideas, whether to build it internally or find an off the shelf version, implementation and adoption, and the continuing maintenance of the innovation on a full-time scalable basis. Something that very few law firms are set up to do from start to finish. Kamlani identifies a number of processes that need to be in place, and what questions need to be asked and answered throughout the innovation creation, implementation, adoption, and maintenance lifecycle. It is a fascinating look into innovation that many of us may not have had the opportunity to experience.

Information Inspirations

If you have not checked out the #SKILLS22 conference content, Greg's overview of all 20 sessions can help you find the right session to watch.

Marlene covers more on the Great Resignation from a Boston College report that breaks down who are leaving their jobs and some of the details of what certain sectors of the US population are affected more than others.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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This week we talk with Factor's Ed Sohn and Michael Callier on the consulting for in-house legal teams through what they describe as New Law companies. New Law is who corporate legal counsel reach out to in order to streamline their operations and find ways of integrating themselves into the overall mission of the corporation, rather than just the department which mitigates legal and business risks. Sohn and Callier stress that New Law companies are not a threat to established law firms, but rather a partner who can help firms differentiate themselves from their peers by allowing for the consultation to clients for alternative legal strategies.

Ed Sohn on Barriers to Adoption in Law

Process adoption, or its failure oftentimes rests with people. It actually rests with social learning. it actually rests with how do you celebrate and story tell and create a culture that's conducive to the adoption of technology and innovation.

Michael Callier on Change Management in the Legal Industry

To be honest, it's not that people fear change, it's that people fear the loss associated with change. We change every day. We change clothes. We eat different things. We go to different places that we've never been before. So it's not it's not fear of change, it's fear of the loss associated with change. And so in particular, with the legal industry.

Information Inspirations

Jean O'Grady helps bring Thomson Reuters' abandonment of 24/7 Research Attorney Help Desk from her Dewey B. Strategic Blog, as well as her discussion on Bob Ambrogi's Legal Journalists Roundtable.

Mergers are hot!

  • Aderant acquired American Legal Net
  • Barbri has acquired West Academic

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.

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“It's tough to make predictions, especially about the future.”

Yogi Berra

Yet that never stops us from asking our "crystal ball" questions to our guests like Axiom's Chief Commercial Officer, David Pierce. Some of the traits that David believes will make for successful businesses and people include:

  • Emphasis on creativity and great imaginations
  • Make it clear that everyone's health and safety are top priorities through clear communication and transparent efforts
  • Be flexible on work environments with clear policies
  • Lay out clear business missions and objectives and make it clear what role each person plays in helping accomplish that mission

We also dive into Axiom's mission and the role that David has played over the past few years. As well as David dropping some knowledge about Yellow Loading Zones he learned in law school.

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Twitter: @gebauerm or @glambert.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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We have a double-header of interviews this week with Marlene talking with Suffolk Law School's Gabe Teninbaum on his new book, Productizing Legal Work: Providing Legal Expertise at Scale. Greg talks with Lindsie Rank, Student Press Counsel at the Foundation for Individual Rights in Education (FIRE) about the new website to help journalists answer the question, "Can I Publish This?"

Gabe Teninbaum's book discusses the variety of ways that processes can be productized, ranging from simple orientation tasks, to more complicated, but repetitive task which can be streamlined through technology, or even by just creating checklists or instructions. While the idea of taking task which we are used to performing and productizing them may be scary for some, it is necessary if we are going to move beyond repetitive tasks and work on processes that really benefit from our skillsets.

Lindsie Rank's calls herself a 1st Amendment geek, and she and others at FIRE help defend student journalists in colleges across the country when their First Amendment rights are challenged. Surprisingly, the biggest threat to student journalists isn't the hyper-partisan environment we find ourselves in these days, but rather the threat to university or administrative reputations. In addition to protecting student journalist after the fact, FIRE productized the process that allows journalists to determine the risks before they publish when it comes to liable, intellectual property issues, or other potential risks from publishing stories. Staying with Gabe Teninbaum's theme, FIRE has productized the process and allowed journalists to access the information through the self-help website, 24-hours a day.

Information Inspirations

Does the DIY home improvement boom have staying power? Now, if they would only open one of these close to Marlene's house.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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We talk shop with Litera's Vice-President of Sales for North America, Ashley Miller, including Litera's growth over the past few years, and how long it can stay in that Goldilocks' stage of being just the right size to be a big player, yet still nimble enough to pivot when needed.

The recent Changing Lawyer Virtual Summit featured recognizable speakers like Richard Susskind and Seth Godin, but also had Litera's traditional outside the norm type speaker with Mark Schulman, rock drummer for the likes of P!nk and Cher. Miller zeroed in on something that Richard Susskind discussed at the conference about the changes in technology adoption in law firms during the pandemic. Are the advancements we've seen since March 2020 really innovation, or are they really just acceleration of automation designed to keep work afloat?

Finally, we talk data and what is meant by the single source of truth when it comes to data. Are we all making informed decisions based on the same, accurate data? Ashley Miller then turns the tables on the hosts by asking where they see the single source of truth in data when it comes to how law firms are going to handle data in the future.

Contact Us

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Voicemail: 713-487-7270

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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While neurodiversity might be an unfamiliar word for many, its meaning is simple. We all have different brains. For the legal field, there is value in this, as we need to be able to look at problems in different ways and find new approaches to solving those problems. Haley Moss is an author, attorney, and advocate for neurodiversity, and is neurodivergent herself. Haley has autism, which she sees as both a disability and makes her different. But it also makes her interesting, and while she doesn't know what it means to be neurotypical, she is fine with that and sees her difference not as a curse, but as a benefit. It is the difference in the way that she processes information, solves problems, and it is the neurodiversity that drives her and others to be innovative. She wrote her first book at age 15 and has a desire to use her experiences to help the next generation.

Haley Moss explains that we can't just look at neurodiversity disabilities in a vacuum. After all, this is the only minority group you can join at any point in your life. The more we understand the issues surrounding neurodiversity, and accommodate for those issues, the better we will be as an industry and a society.

Publications: * The Young Autistic Adult’s Independence Handbook * Great Minds Think Differently: Neurodiversity for Lawyers and Other Professionals * A Freshman Survival Guide For College Students With Autism Spectrum Disorders * Middle School – The Stuff Nobody Tells You About: A Teenage Girl with ASD Shares Her Experiences

Contact Us Twitter: @gebauerm or @glambert.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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With Thanksgiving falling on a Thursday this year… wait, I'm being told that it does that every year… we decided to release a panel discussion that Greg moderated with the General Counsel from McDonald's, Fannie Mae, Western Union, and Tyson Foods. The discussion ranges from where these GCs are expanding their search for talent, to truly increasing diversity both in their outside law firms as well as looking at their own diversity ranks, to retaining talent by improving the overall structure of the workplace.

Speakers

  • Desiree Ralls-Morrison, Executive Vice President, General Counsel and Corporate Secretary, McDonald’s
  • Terry Theologides, Executive Vice President, General Counsel, and Corporate Secretary, Fannie Mae
  • Caroline Tsai, Chief Legal Officer and Corporate Secretary, Western Union
  • Amy Tu, Executive Vice President, General Counsel, and Corporate Secretary, Tyson Foods

Special thanks to Reuters Events for allowing us to share this discussion with our listeners. Happy Thanksgiving Everyone!

Contact Us

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Voicemail: 713-487-7270

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcripts are available on 3 Geeks and a Law Blog.

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Alex Babin, CEO at Zero, says that the beautiful part about automating processes is to make the machines work the way the lawyers work so that you get a Return on Invest starting the very first day. For many of us, Alex brings up what we might think as the Holy Grail of implementing change in a law firm, and that is to allow the attorneys to continue working the same way and have the technology do the administrative tasks in the background. With little to no interaction from the attorneys. He says that the best product is the product that doesn't have to be implemented. The best software is no software so that you don't have to teach them how to use it. Babin's product Zero for email compliance, along with the new mobile time capture Apollo is designed to reduce the time spent on these non-billable, administrative tasks for lawyers.

Information Inspirations

Brittany Luce and Eric Eddings have returned to their podcasting roots after finally leaving The Nod and the mess at Gimlet Media, and their video version of The Nod after the collapse of Quibi. After seven years, they resurrected their original podcast, For Colored Nerds (FCN) on Stitcher/SiriusXM where they discuss Black culture from their own nerdy perspective. Brittany and Eric are great and vulnerable storytellers and their return to FCN, as more mature adults, is a great place to tell and listen to their stories.

Sometimes hardcoding tech gets better results than what you might find with AI, machine learning, or neural networks. BRAIN was developed in the 1980s and is still around today using the idea of "weaving" to identify objects like pastries. The accuracy of this established technology is very good and shows that not all shiny new things are better than the tried and established processes. The New Yorker has a great article on the use of BRAIN.

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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Matthew Coatney, CIO at Thompson Hine, and author of The Human Cloud sits down and talks about what he sees as the transformation of how we work. According to Coatney, freelancing and project-based work (The Human Cloud) combined with Artificial Intelligence and Machine Learning (The Machine Cloud) will soon disrupt the way we deliver work. Law firms will not be exempt from this disruption. Matters are really just projects. Contract attorneys are freelancers. According to some experts, 80% of work to be done by organizations in the 2030s will be project-based work. And AI and ML will eat into the other 20%. Coatney says that we are missing out on an opportunity if we are not preparing for this reality.

We asked how life as a CIO has changed over the past couple of decades for a CIO in a law firm and Coatney says that a CIO of 2000 would have culture shock if they were to be transported to today. CIOs are still the brand ambassadors of the IT departments, but Chief Technology Officers and Chief Data Officers are making their way into the fold to help offload some of the overwhelming responsibility that many of today's CIOs find falls on their shoulders.

Matt also co-hosts The Human Cloud Podcast with Matthew Mottola where they put out twice-weekly episodes diving deeper into these topics. Go check out "The Matthews" on their own pod if you're curious about how the structure of work is going to change.

Information Inspirations You may have noticed that we took last week off from this podcast, but we were busy recording other podcasts to fill the void.

Greg went on the Legal Value Network's "Off the Clock" podcast and talked with Keith Maziarek of Katten and Percipent's Chad Main about the recent increase of available APIs from a number of legal information vendors. These APIs may very well open the door to a much easier method of pulling data in from vendors directly into internal law firm databases to better prepare firms to handle clients' needs.

Marlene hosted an ILTA podcast panel on How Virtual Hearings Altered the Fabric of Dispute Resolution with Florida Circuit Judge Christopher Sprysenski, Trial Consultant with Paul Hastings, Jeremy Cooper, and Jackson Walker Partner, Richard Howell. The three give their personal experiences on how they handled virtual trials over the past twenty months.

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.

Transcripts available on 3 Geeks and a Law Blog.

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Back in May (ep. 117), we had Bloomberg Law's Molly Huie on the show to talk about the Bloomberg Law DEI Framework survey she and her team created and were pushing law firms to contribute. So we close the loop on this conversation by asking Molly to come back and talk about the results of the survey. There were over 30 firms who participated in the survey with 28 of those firms making "the cut" to be included in the 2021 DEI Framework results. Molly walks us through why these firms jumped onboard this inaugural survey, what issues they may have had in collecting and answering the over 90 questions in the survey, and what reactions they had to the results of the survey.

The survey results are free to download from Bloomberg Law's DEI Framework page, and the 2022 edition of the survey will be out in the first quarter of next year for any firms who want to see if they make the cut for inclusion in the DEI Framework.

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Contact Us

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Voicemail: 713-487-7270

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Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

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Richmond Law School professors Jessica Erickson and Josh Kubicki join us to discuss how they are teaching law students not only the critical skills to "think like a lawyer" but also the understanding that they are entering the world of business. Whether that is in BigLaw, non-profit, in-house, public interest, or solo practice, they need to have a baseline of business acumen to practice and thrive.

Prof. Kubicki runs Richmond's Legal Business Design Hub that delivers leading-edge competitive skills to the law students and is part of a one-two punch created by Richmond Law Dean Wendy Perdue who also hired Prof. Janice Craft to lead the Professional Identity Formation program which focuses on interpersonal skills needed to be a successful, yet healthy legal professional.

Prof. Erickson runs the Law and Business Forum which connects Richmond Law Students with the local business community and teaches students a better understanding of what it means to be a business lawyer.

Information Inspiration

Our inspiration this week comes from someone who we met (virtually) at the HBR LINKS conference. This fellow legal information professional mentioned that he's listened to all 133 (now hopefully 134) episodes. That is amazing! You inspire us!!

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If you like what you hear, please share the podcast with a friend or colleague. Or, reach out to us and let us know what you think.

Contact Us

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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 Available on 3 Geeks and a Law Blog.

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As we move toward the end of the year, or as in Texas, the end of a lawyer's birthday month, there becomes a mad scramble for completing Continuing Legal Education (CLE) courses. Has CLE become more about checking the box than about enhancing/maintaining a lawyer's skill? Why is it that CLE credits are based on time, rather than knowledge? Is there a better way? Our guests this week certainly think so.

Ian Nelson, co-founder of Hotshot, a company whose business model is based on short instructional videos, originally without CLE… is now offering CLE credit with some of their packaged videos. This is a crack in the foundation of the traditional CLE model, and one that Sarah Glassmeyer, Legal Tech Curator · Reynen Court Inc. and Margaret Naughton, CLE Manager · McDermott Will & Emery hope continues. Margaret did point out that not all CLE is boring, especially if you can kayak and learn.

Join us for a roundtable discussion on the potential for the next generation of CLE where the focus is more on true education, learning, and skills. Perhaps we can look outside the United States at places like the UK, Canada, Australia, and others where there is more focus on an educational plan than there is on the rigid structure of sitting in a seat and listening to a "sage on the stage" talking for 30 or 60 minutes.

Information Inspirations

Jessica Gore, 3L at University of New Hampshire Franklin Pierce School of Law has an attitude of “if nobody else will do it, allow me”… And she proved that by producing a better design for understanding the Federal Rules of Evidence. She joins us, ironically on the same day as her Evidence mid-term, to talk about how she knew she could design a much better rules book than what was on the market. Her method of using Twitter to gather feedback and improve upon the prototype is exactly what we discussed in last week's episode, so she is definitely our inspiration this week. Check out Jessica's IP Illustrated tools website as well.

Share with a friend If you like what you hear, please share the podcast with a friend or colleague.

Contact Us Twitter: @gebauerm or @glambert.

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Email: geekinreviewpodcast@gmail.com.

Music: As always, the great music you hear on the podcast is from Jerry David DeCicca.

Transcript Available on 3 Geeks and a Law Blog.

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You have to appreciate a book that discusses Legal Design and puts design concepts into action by working with a fellow designer on the layout and functionality of the book itself. The results of The Legal Design Book: Doing Law in the 21st Century is both a great read for the content and the physical interaction with the book. Astrid Kohlmeier and Meera Klemola, Lawyers and Legal Designers, join us from Munich, Germany, and Helsinki, Finland respectively to discuss their motivation in writing a book designed to raise awareness of legal design concepts and tools to the legal industry.

We define Legal Design and discuss the ten philosophies that legal design professionals need to understand as they implement these ideas and processes within their organizations. There is a role for legal designers within the industry, and it is one that we are constantly defining and redefining at the moment. And as we define it, we must be able to measure it and prove the value and return on investment as well. And the focus cannot simply be how lawyers and legal professionals apply Legal Design concepts, the legal user experience (LUX) must also be taken into account.

Join us for this podcast user experience into the evolving area of Legal Design.

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As always, the great music you hear on the podcast is from Jerry David DeCicca who 4th solo album just released a vinyl edition this month!

A transcript is available on 3 Geeks' site.

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We bring in Brad Blickstein and Beatrice Seravello, Co-Heads, NewLaw Practice Group at Baretz+Brunelle to discuss the recently released B+B survey, “If You Build It, Will They Come?” A Research Report on the Internal Adoption of Innovation by AmLaw 100/200 and Global 100 Law Firms. This free report breaks down the adoption of innovation and the sliding scale (1-5) in where the adoption process resides. Of course, with the reference to possibly the greatest baseball movie of all time, we geeked out and brought in some quotes from the movie. So, prepare yourself for some whispers and words of wisdom from a baseball field in the middle of an Iowa cornfield.

Download the Free Report Here.

We've asked Brad and Beatrice to return in a few weeks with an update on part two of the report.

Information Inspirations

We mix up our traditional Information Inspiration segment by focusing on the upcoming HBR Legal Information + Knowledge Services (LINKS) Conference. Both Marlene and Greg are speaking at the October 14th half-day conference. HBR's Colleen Cable sat down with Greg to go over the details and topics of the conference, including an industry overview of Leadership as we head into 2022, a review of HBR’s 2021 Benchmarking in Law Library and Information Services Survey (BLISS), and a wrap-up session from the Geek in Review Podcast hosts. 3 Geeks and a Law Blog is happy to be supporting this conference. The $45 conference fee ($35 for BLISS contributors), will go to support AALL's George A. Strait Minority Scholarship & Fellowship fund. There will also be a social event following the conference which leverages the Airmeet conference platforms special features for attendee interaction. We hope to see you there. Registration Information can be found here.

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Voicemail: 713-487-7270

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As always, the great music you hear on the podcast is from Jerry David DeCicca who has a new album coming out in October!

A transcript is available on 3 Geeks' site.

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Ironclad's Chief Community Officer, Mary O'Carroll, has spent the past two decades bringing business acumen to the legal industry. In an industry run by lawyers, most of whom had little to no business training, Mary points out that it is logical that legal ops teams are needed to be the right-hand people in helping lawyers in the business process. Her experience with Orrick, Google, CLOC, and now Ironclad has one common thread, and that is the need to drive change. Mary says that it is just a part of her personality to be laser-focused on efficiency and find ways to clean up the mess she uncovers in the legal industry.

It is that desire to drive change through the use of the legal community that helped her make the decision to join Ironclad and the hot field of Contract Lifecycle Management (CLM). Mary points out that the industry has worked to improve efficiency in many areas, but when it comes to contracts, we are continuing to do business as usual. Creating a digital contracting system will help scale the industry, as well as enable us to leverage data, which has always been trapped in contracts, and create new methods for the legal department to help drive the overall success of the business, and no longer be seen as a department where ideas and innovation go to die.

Information Inspirations

Our own Casey Flaherty advises us to stop trying to be a hero, and learn to say no when it comes to spreading resources too thin. Check out his latest article, "Maybe, Don’t Be MacGyver – The Value of Value Storytelling."

Singapore is launching a couple of Dalek-looking robots to monitor "undesirable behavior" among its citizens. Is this a logical use of technology or a slippery slope toward technology overreach?

O'Melveny and Myers is the first law firm to join Peloton's Corporate Wellness Program.

The next time you go through a drive-thru, you may hear the crisp, clear voice of an AI program taking your order. Will the robots take more and more of the service jobs away, and will there be a shift in the way the government taxes those robot workers who replace humans?

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Contact Us

Twitter: @gebauerm or @glambert.

Voicemail: 713-487-7270

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As always, the great music you hear on the podcast is from Jerry David DeCicca who has a new album coming out in October!

A transcript is available on 3 Geeks' site.

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While technology is part of innovation, technology alone is not innovation. We brought in three guests this week to talk about what they are doing to innovate in the area of process improvement and give us some examples of some of the projects they are working on.

  • Tiffany O'Neil is the Director of Knowledge Management & Technology Innovation at Procopio in San Diego.
  • Alana Carson is the Client Success Manager at Thomson Reuters HighQ.
  • Jack Godsey is the Account Executive at Thomson Reuters HighQ.

There is a methodology when it comes to how law firms handle process improvement. O'Neil's process starts with communicating with the attorney and staff teams to determine what pain points they have and evaluate the current workflow. Sometimes it is as simple as tweaking the processes that already exist by adding or removing steps in the workflow, or by adding or removing the number of people involved. Sometimes it means reaching out to Alana and Jack to see how a technology tool like HighQ can improve the overall workflow through automation and improvements in communications and clearly defining and assigning steps in the overall process.

The firm's clients are also involved in the process improvement design as well. Carson and Godsey mentioned that including clients in the overall process enables them to define what they need, and makes the law firm/client relationship stickier so that the clients really feel like a part of the firm's efforts toward process improvement and creating a better value for the client.

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Contact Us

Twitter: @gebauerm or @glambert.

Voicemail: 713-487-7270

Email: geekinreviewpodcast@gmail.com.

As always, the great music you hear on the podcast is from Jerry David DeCicca who has a new album coming out in October!

A transcript is available on 3 Geeks' site.

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Listeners know that we love asking our guests to pull out their crystal ball and tell us about the future. Joseph Raczynski is a futurist who works with Thomson Reuters, so he came prepared with a crystal ball ready to answer our questions on what the future has in store for the legal industry. We even get into the “red pill”, “blue pill” Matrix when it comes to how AI and emerging tech can go for good, or for evil. Joe gives us a peek into a future where some estimated 85% of the jobs of 2030 don’t exist today. While that might sound a bit scary to most of us, this futurist says there will be plenty of new opportunities emerging for those ready to take on a more decentralized world.

Links for more information:

Joe's Blog Site

Personal Site

Twitter

Images of the Future Worlds Facing the Legal Industry

Information Inspirations

Tim Corcoran's “When and Why Clients Hire Consultants” walks through four reasons organizations hire consultants. If you are wondering if you may need a consultant, this article is a must-read.

Carl Malamud and Public Resource.org may be setting their sites on another government publication which states are claiming copyright. This time it is Jury Instructions in Minnesota.

Speaking of courts, Paul Hastings has a nice database tracking the status of courts across the United States during the pandemic.

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Contact Us

Twitter: @gebauerm or @glambert.

Voicemail: 713-487-7270

Email: geekinreviewpodcast@gmail.com.

As always, the great music you hear on the podcast is from Jerry David DeCicca who has a new album coming out in October!

A transcript is available on 3 Geeks' site.

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Our good friend April Brousseau joins us to discuss her role as Director of Research and Development at Clifford Chance's R&D Hub. The fact that a law firm has a dedicated R&D group shows how innovation cannot simply be a part-time task that someone at the firm takes on. April's diverse background as a law librarian, lawyer, and knowledge management leader paved the path to her current role in the R&D Hub and the innovation program. She discusses how they've adapted the Three Horizons Strategy from the likes of Gartner and McKinsey, and how they are transforming the core of their operations to complementing services and business assets at the firm, and looking at the future of legal services to stay ahead of the disruption curve. We also learn what a HiPPO is inside a firm.

Links:

  • LawtechUK report (PDF)
  • The Legal Sector R&D Gap: 1% vs 5% Average (Artificial Lawyer)

Information Inspirations

Electronic filing of court documents was supposed to speed up the process of getting court information accessible. But according to this opinion piece from Courthouse News' Bill Girdner, it's actually hampered access, specifically to the Press.

Just when you thought there couldn't be anything new under the sun, Twitter conversations uncovered there is a 3rd Amendment Lawyers Association. And they are raising #3A arguments with the CDC's new eviction moratorium.

The First Edition of Introduction to Law Librarianship is out. This free e-textbook, open access publication is designed to help those considering entering the law library profession, as well as those teaching others entering the profession.

Legal tech is definitely a part of practicing in the legal profession. Some think it is so much a part of the profession that it should be tested on the Bar Exam.

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Contact Us

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Voicemail: 713-487-7270

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As always, the great music you hear on the podcast is from Jerry David DeCicca who has a new album coming out in October!

A transcript is available on 3 Geeks' site.

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In an industry focused on revenue and profit. Where does something like customer experience stand in the priorities of legal providers? Leigh Vickery, Chief Strategy and Innovation Officer at Level Legal, as well as CEO and founder of Queso Mama, says that we need to look at the corporate and legal industry world differently. Instead of putting shareholders and partners first, they need to fall much further down the list. If you take care of your employees and your customers first, there will still be plenty left over for the shareholders and everyone is better off in the end.

We dive into the topic of how other industries approach customer data and use the information to create a better experience. Can examples like Eleven Madison Park restaurant teach the legal industry better client interactions? Vickery believes so. Metrics like Profits Per Partner might show the industry how profitable the law firms are, but perhaps we need different metrics to show how satisfied the law firm's clients really are.

See Leigh's article on Economics of Mutuality.

Information Inspirations

Casey Flaherty has an excellent article on how incremental improvements can create better returns on investment than big moon-shot projects. Check it out, right here on 3 Geeks.

Wikipedia biographies are surprisingly difficult for women to not only get them on the platform, but to also keep them from being deleted. UNC Professor Franchesca Trapoti discusses the bias in her paper, "Miscatagorized: Gender, Notability, and Inequality on Wikipedia" and Marketplace Tech breaks down some examples.

Bob Ambrogi's two-part article/podcast focuses on the unique resurrection of UpCounsel's "legal as a service" model, as well as the interesting crowdfunding to raise capital. It'll be interesting to see how well this crowdfunding goes, and if other legal services use this model.

Hey kids, lemonade stands are "legal" in New Hampshire and Illinois.

The Netherlands is using AI to pick up butts on the beach. Cigarette butts, that is.

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 is available on 3 Geeks' site.

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Suffolk Law Professor Shailini George joins us to talk about her new book, The Law Student's Guide to Doing Well and Being Well. Professor George talks about the need for law students to take better care of their mental and physical health in order for them to not only do well in law school but to be better lawyers once they enter the profession. Whether it is stopping task switching, setting boundaries on their time, or allowing themselves to be bored, she lays out a guide for students to do better, by being better to themselves.

She shares some of the techniques and projects she developed in her classroom, that help law students better understand how they need to focus on the task at hand. And, how to reduce the number of distractions that call out for their attention. This Fall, Professor George begins teaching a new course based on her book to help students create healthy habits and lifestyles and to develop coping mechanisms to better handle points of crisis that may come their way.

Information Inspirations

Products like Casetext's Compose and Brieftext.com worry Northwestern Law Professor Michael A. Zuckerman that law students will use these tools to work around the practice of drafting documents, and learning the process through doing. We think that perhaps technology doesn't have to be seen as replacing the learning process, but rather enhancing it.

We've heard a number of legal tech stories, mostly involving men, but in this Women Love Tech article, Laura Keily explains how she developed Immediation in 2019, while also raising two young children. When COVID hit in 2020, Immediation suddenly became a very big deal.

Greg discovered that the big push to come back to the office can open up unexpected opportunities, including artificially increasing those serendipitous interactions by hanging out near the ice cream machine.

US Attorney General Merrick Garland laid out some new standards for the FBI to use in order to confiscate journalist's information. The balancing of the First Amendment and the need for FBI investigations seems to be shifting in the new administration.

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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.

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Dentons Nextlaw Labs' Maya Markovich understands that rational lawyers would observe market dynamics and client pressures to weigh the costs and benefits of adapting their behaviors to survive change, stay employed, and make their work more fulfilling. But, people don't always make rational decisions. And, law firm's economic structure incentivizes lower efficiency as a method of obtaining higher revenue.

Wordrake's Ivy Grey thinks that firms need to stop thinking of short-term gains at the expense of necessary long-term changes that will help lawyers create more value with their time. This shift really helps clients with their overall legal needs, not just the immediate need.

Join us as we walk through issues of change management, behavioral science, ethical fading, and legal industry business models and where Markovich and Grey believe the industry is headed in the not too distant future.

Check out Maya and Ivy's three-part blog series:

  • Behavioral Economics and Legal Business
  • Change Management in Law Firms
  • Creating a Culture of Change in Law Firms

Information Inspirations

It's the legal innovation's Oscars time of the year. Many of our friends and colleagues have made the list of this year's Fastcase50 and College of Law Practice Management Fellowships. Congrats to them all!!

Legal Innovators have some habits they need to change. Victoria Hudgins addresses those in her article on CIOs Reveal 4 Mistakes Every Law Firm Innovation Leader Should Avoid.

Speaking of bad habits, Zack Needles discusses the very bad habit of law firms who want to bring in the hot new CINOs (Chief Innovation Officers) to help advance innovation within their firms, but cannot see past the yearly budget, revenues, and profits to let the innovators try things that may fail before they succeed. Needles worries that this will cause a revolving door for CINOs with little chance of being given enough room to actually bring about innovative change in the firms.

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.

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When we all started working from home last March, we each did something to help us keep sane and stay engaged with our families, our friends, and our peers. Eugene Giudice found a unique way of doing just that with a daily note to all of the above. After more than a year of these daily inspirational emails, he put them into a book called Reflections During a Pandemic: Thoughts While Sheltering In Place Paperback. Eugene's writings mark places in time and bring back memories of those periods of hope and despair. As we begin exiting the pandemic, it helps to reflect back on where we were, and how we managed to get through it.

Information Inspirations Wolters Kluwer just released the results of the 2021 Future Ready Lawyers survey: Moving beyond the pandemic. Marlene presented this week on a panel to discuss the findings.

There are three sessions (Marlene's is on June 30th)

  • June 22 - 2021 FRL Executive Perspectives
  • June 24 - 2021 FRL Global Perspectives
  • June 30 - 2021 FRL Corporate Counsel Perspectives

Roger Williams Law School in Rhode Island is requiring all of its 2Ls to take a course on “Race & the Foundations of American Law” starting this Fall Semester. To learn more about Critical Race Theory and how it is taught in law school, listen to Cheryl Harris discuss her program at UCLA Law School.

Foley & Lardner presented a session on Non-Fungible Tokens (NFT) and the new areas of legal practice that are to follow along with this blockchain technology.

Private company ownership of law firms may be expanding into Florida soon. The subcommittee of the Florida Supreme Court just returned its recommendations ("in concept only") to follow the Utah Regulatory Sandbox. TO learn more about what Utah is doing listen to Lucy Ricca's interview on Pioneers and Pathfinders.

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.

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Leading a professional association over the past year has been tough. It's like getting all of the work, and not getting any of the fun experiences of traveling to meet people around the world. For the American Association of Law Libraries' President Emily Florio and President-Elect Diane Rodriguez, they've made the most of the situation they found themselves in. (Hat tip to the past-President Michelle Cosby, too!) As Florio and Rodriguez prepare for AALL's second remote annual conference in a row, they are leveraging the experience from last year's remote conference to make this year's experience even better. A longer conference. More individual interactions. A virtual tour of the Rock and Roll Hall of Fame. And, expanded vendor opportunities. In July, the favel will be passed to the new president, but Florio still looks forward to sticking around for another year as the association and the executive board begins the process of getting back to face-to-face interactions, and an in-person conference in Denver in July of 2022.

Links:

  • Conference Registration
  • AALL DEI Resources

Information inspirations

Reuters Legal News commentator, Jenna Greene, seems to have cracked the formula for AmLaw 100 firm's slogans. It's actually more of a haiku.

Remember those ads in the 1980s of "This is your brain on drugs"? Well, the 21st Century version could be "This is your brain on email." The Innovation Hub podcast discusses Cal Newport's study on how distracting the constant checking of email is to productivity.

Jon Greenblatt and Bryan Parker over at Legal Innovators put on a heck of a webinar last week featuring the deans from UConn Law School, William & Mary Law School, Howard University School of Law, and The George Washington School of law. Even these forward-thinking law school deans admitted that the students are ready for more "change" than they are providing. Just remember law firms... these students are coming your way.

Marlene shares her experience with Andrew Lawless' Introduction to High-Performance Habits, and how it helped her focus on areas like influence, self-care and productivity, and expertise.

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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.

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As we make our way to the next version of the workforce in a post-pandemic world, we look back at a discussion of the Delta Model Competencies with Northwestern Law School's Alyson Carrel and Vanderbilt Law School's Cat Moon. This interview from November of 2019 is possibly more relevant today than it was when we initially recorded it. While we typically focus on the T-Shaped lawyer model of being an expert in certain areas of the law, and knowledgeable of the necessary disciplines and technology. Moon and Carrel add a third layer to this model to cover the personal effectiveness skills needed to provide effective legal services.

In their recent substack articles, Moon and Carrel have continued expanding the Delta Model competencies to fit the current disruption in the legal services industry. While the pandemic is the most obvious disrupter, there are many other factors within the work environment that make the Delta Model even more useful today as it did in its inception.

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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.

The transcript is available on the 3 Geeks website.

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Summer Associates and the upcoming Fall Associates had a unique experience with their On-Campus Interviews (or OCI) over the past two years. Some of the recruits still have not actually met face to face, the members of their firm who hired them. We talk with Kerry Benn, Director of Series, Surveys & Data at Law360 about Law360 Pulse’s recent survey on this topic and see how the firms, the students, and the schools adjusted during the pandemic. The survey of over 1,200 law students breaks down the popular firms and practice areas, how COVID impacted the process, and how things look as students make their way into the firms this Summer.

Information Inspirations

Our previous guests Cat Moon and Alyson Carrel are teaming up with Dennis Kennedy later this month for a TRB (Thorn, Rose, Bud) Retrospective. They are asking for law students, legal educators, law school administrators, and education experts to apply for this three-hour event to be held on June 24th and share their COVID era experiences and talk about what they should STOP doing (thorn), KEEP doing (rose), as well NURTURE (bud) once the pandemic comes to a close.

The offices may be reopening in some areas, but in the theme of "let no crisis go to waste," Perkins Coie and some other firms are using this transition back to the office to test things like hoteling, reverse hoteling, and telepresence rooms. There won't be a return to a normal office routine, but the next year is going to show us what is "next" in how we work in a post-pandemic legal industry.

Back in Ep. 112, we talked with Dan Packel about FisherBroyles' desire to show that a distributed law firm could compete with the AmLaw200 firms. Well, it turns out that they can. FisherBroyles came in at #198 this year and showed that alternative methods to the traditional law firm works. This is making other firms take notice of the competition.

Trailblazers in diversity efforts want neurodiversity included in the conversation. Last week's guest is one of those trailblazers. In her recent Medium article, Dr. Caitlin Handron openly discussed her battle with bipolar disorder, and "outed herself" to her boss and to the world in order to take steps toward normalizing the discussion of neurodiversity in the workplace. Let's all learn from her bravery and willingness to be vulnerable, and continue this conversation with our colleagues at our own workplaces.

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 available on 3 Geeks website.

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When Ropes & Gray launched their R&G Insights Lab consulting arm, one of their goals was to create a dynamic legal team with specialized expertise in analytics, behavioral science, and strategic consulting. Dr. Caitlin Handron completes the behavior science part of that mission, and she talks with us about how that expertise helps guide clients on issues of risk and compliance, DEI goals, and cultural assessments. Dr. Handron's experience at Stanford University's SPARQ "Do Tank" prepared her for applying behavioral science to the real world of the corporate environment and put those scientific techniques into practice. While it may seem strange for a law firm to apply these types of scientific principles to the advising of clients, Dr. Handron mentions that the legal environment is really not much different from the rest of the world... as much as we lawyers would like to think we are.

Information Inspirations

In a recent Bloomberg Law article, former TGIR guest, Olga Mack discusses no-code and low-code processes will be the key to automating tasks, and that a recent Gartner report pointed out that these processes will help reduce legal tasks in in-house legal departments by 50% in just a few years.

Ryan Steadman writes that the rising costs of mental fatigue us costing us dearly at law firms, and that technology is both a solution and a problem.

The Artificial Lawyer took a look at Wilson Sonsini's Build-A-Bot program and how Summer Associates are required to design bots to improve their processes by using tools like Contract Mill and Documate.

The prosecutors in the Rudy Guiliani case have once again shown that redaction only works when you actually properly use the redaction software. Otherwise, you end up with embarrassing details uncovered on CNN.

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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.

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As much as we complain about the PACER federal dockets, it pales in comparison to most of the state court docket systems when it comes to tracking and searching cases at the state and local levels. Josh Blandi, the co-founder, and CEO of Unicourt is leveraging APIs and normalizing court data across multiple state and local courts to help clean up the data and make searching and tracking better. Josh joins us to discuss how they are gathering the information, the roadblocks that state courts and the private companies they contract with throw up to restrict data, and some new advancements in Unicourt's APIs that link multiple pieces of data to allow for better analytics. We also discuss the collaboration between companies like Justia, Fastcase, and others to pool their resources and reduce the overall costs of accessing the very expensive data that courts produce. One other side project Josh is doing with Public.Resources' Carl Malamud is the Code Improvement Commission GitHub where they are posting the state statutes for Georgia, Tennessee, and other states for anyone to download and use without any copyright or licensing restrictions.

Information Inspiration

Rocket Lawyer just announced that they will be testing the sandbox of non-lawyer ownership in Arizona. Rocket Lawyer already established such an operation in the UK and in Utah, and they and eight other companies have applied to the Arizona Supreme Court for their approval to start operations there with the goal of providing legal services for less than the price of hiring an attorney. Eyes are moving over to California now to see if they are the next state to create a sandbox for companies to provide alternative legal services.

The legal job market is hot! Leopard Solutions released a report showing that there are almost 8,300 open and available attorney jobs in the 1,000+ law firms they are tracking. Recruiters are overloaded with opportunities, so if you have a decent practice, expect some calls. We speculate that the same is going on for many of the law firm support positions. There's going to be a lot of movement over the next year.

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.

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To modify the quote from Field of Dreams, “ask for it, and they will come” applies to this week’s show as we mentioned the Bloomberg Law Diversity, Equity, and Inclusion (DEI) Framework survey a few weeks ago and suggested that they come on the show and talk more about it. Molly Huie from Bloomberg Law is running the survey and joins us this week to talk about what the mission of the survey is, and how it differs and supplements other surveys and certifications currently in the industry. The DEI Framework is Bloomberg's effort at creating a benchmark for DEI results in the legal industry. With corporations asking law firms for their diversity statistics, the DEI Framework may work as a common metric between firms and clients. Huie discusses the nearly two-year process of pulling the survey together, their efforts to work with other DEI partners in the legal industry, and the process of how to score firms who submit data. While getting diversity statistics may be a challenge, Huie thinks that the DEI Framework will get firms to start collecting the data and measuring their success. Firms can use the contact form to request access to submit their data. The survey is open until the end of August.

Information Inspirations Dechert is collaborating with Silicon Valley design firm Ideo to create a human-centered design approach for their new innovation program. With around 100 hours of training and projects lined up for the initial 40 participants, Dechert is looking for "real-life or business challenges" to solve.

What happens when you combine a collection of mini-hackathons and the concepts of eSports gaming? You come up with something that NYU Law Professor Houman Shadab calls the No-Code Sports League.

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.

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This week's guest is Jennifer Leonard, Chief Innovation Officer at The University of Pennsylvania Carey Law School and the Executive Director of the Future of the Profession Initiative (FPI) at Penn Law. Jennifer joins us to talk about her work with FPI, the record $125M donation to Penn Law from the W.P. Carey Foundation, and the amazing Board of Advisors and people behind FPI. The multidisciplinary approach that FPI takes toward shaping the future of the practice brings together the wealth of schools there at Penn, including the Wharton School, Penn Engineering, the School of Nursing, and more. This approach fits Penn's founder, Benjamin Franklin's "entire notion of what education should be is deeply interdisciplinary" and it bridges the ideas of different industries in a way that overcomes some self-limitations that the legal industry places upon itself.

The Future of the Profession Initiative allows for creative approaches to how we educate our lawyers, and how we envision what the profession looks like in ten years with events such as the Law 2030 Conference, and the Future of Racial Equality webinar. One of the most unique projects coming out of Penn Law and FPI is the Five-Year Out Academy which brings back Penn Law alumni at their five-year post-graduation mark and helps these grads navigate the next phase of their career.

Information Inspirations There are big data, and there are small data, and there is storytelling. The trick is understanding how to leverage all three. The upcoming webinar on "Storytelling: How to bridge the gap between small and big data" looks to explain exactly how to do that.

Sara Lin, a former guest on the podcast, points out that Data Science and Library Science are partners when it comes to ways of working smarter with information. Her article, "10 ways Data science can help Librarians" in AALL Spectrum, checks off the reason librarians need to develop data science skills.

Non-Fungible Tokens (NFT) are a big deal these days. K&L Gates decided to put out a client alert explaining NFTs and then minted that article into its own NFT.

In-house legal departments are demanding that tech companies start recruiting talent who have firsthand knowledge of the problems facing their departments. With companies like Deloitte hiring people like Bob Taylor, it seems that some are getting the message.

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.

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Nicole Bradick, Founder and CEO of Theory and Principle, along with Ryan McClead, Principle at Sente Advisors, join us to talk about their collaborative product Map Engine. Map Engine is an easy-to-use, but powerful data visualization tool that allows law firms to quickly and easily turn their multi-jurisdictional data into beautiful, shareable maps. Instead of the common approach of placing data in flat documents like PDFs, Map Engine allows the firms to tell the story embedded in some or all of the data and allows for the maps to enhance the consumer's experience through the interactive interface.

Along the way, we also discuss Nicole and Ryan's individual experiences in launching a startup (without breaking the bank or eating only ramen.)

Information Inspirations

Bloomberg Law is developing a Diversity, Equity, & Inclusion (DEI) Framework to measure how law firms are meeting and/or surpassing DEI metrics which Bloomberg is developing with experts across the industry.

Steve Embry breaks down some of the problems AmLaw firms will eventually face if they keep moving more partners into non-equity roles, and keep the "old boy's network" going on in the equity ranks.

The Association of Legal Administrators released a new white paper on "Remote Working as an Effective Recruitment and Retention Tool for Law Firms Post-COVID-19. [PDF]" The firms that remain flexible on remote working options will benefit over those competitors that demand that all work be done in the office.

Clients love multidisciplinary teams (MTD), but it seems that law firms only have a very narrow definition of what that means. Spoiler: only lawyers should make up the MTD.

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.

[See 3 Geeks post for transcript]

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We hope that you like your Geek in Review with a little extra geekiness this week because we dive in with CaseText's Chief Product Officer Pablo Arredondo on their innovative search tool, WeSearch. This completely unique method of indexing texts into what Arredondo calls a "sublimely complex, 768-dimensional vector space" creates a truly beautiful, and useful method of searching not just the words in the documents, but the concepts and meanings of those documents. Unlike the Artificial Intelligence tools many of us in the legal industry currently use, there's no need to spend weeks or months training the system to understand the documents. The Neural Net techniques developed by the likes of Jacob Devlin, Google Researcher, and BERT author, allows the system to train itself, and the folks at CaseText have turned it loose to learn American case law.

While this new method of research opens many potential usages (and we brainstorm a few in the interview), but it also opens up some issues that aren't unique to the legal industry, but are common in this industry. Issues such as acceptance of cloud-based utilities, what can and what cannot be accessed by the neural net tool, and perhaps the biggest issue we discuss, and that is the black box issue. Traditionally, when vendors provide search tools with AI and Natural Language Processing (NLP), there are Intellectual Property issues of the "Black Box" of the tool. While the methodology of how the system works is known by the vendor, just like the formula for Coke, it isn't something they are willing to share. When it comes to this tool, the neural net and vectors work in ways that can be explained on a basic level, but after the system is trained, it begins functioning in a way that can't be explained. This will be an issue that law librarians and academics may need to dive into in the not-so-distant future.

The WeSearch tool is available to test out. Let us know what you think.

Information Inspirations We'd all like to know what "The Future of the Law Firm Office" is going to be after we begin entering a post-pandemic workplace. Texas Lawbook's Brooks Igo is hosting an upcoming webinar on May 11th which tackles that very topic.

Jae Um gives us ten questions we need to ask ourselves on how resilient our law firms are as we come out of COVID. Resiliency was a key factor in 2008, and it will be in 2021 as well.

Law firms might be different than corporations, but our clients have a Customer Experience (CX) with us whether we think about it or not. In a new podcast launched by Accenture called Built for Change, the inaugural episode discusses the importance of CX, and how some companies have successfully pivoted how their customers interact with them, and make that experience better.

Law firms have an issue with the "NONs"... only this time it is non-equity partners.

Listen, Subscribe, Comment Please take the time to rate and review us on Apple Podcast. Contact us by tweeting us at @gebauerm or @glambert. Music byJerry David DeCicca.

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After 25 years at Liberty Mutual, Bob Taylor began his new adventure in legal services when he joined Deloitte's Legal Business Services (LBS) as the Managing Director a few weeks ago. His in-house experience and desire to help create innovative and creative ways of providing legal business services make him a perfect fit to join his new colleagues, Valerie Dickerson, Legal Business Services Partner at Deloitte Tax LLP in Washington, DC, and Mark Ross, Principal at Deloitte Legal Business Services in Los Angeles.

We discuss Bob's move over to Deloitte, along with the holistic approach LBS is taking with understanding its client's entire business, and providing multiple services where the overall service is greater than the individual sum of its parts. We also ask each of them to look into their crystal balls and project how they see the Big Four Professional Services, like Deloitte, changing the legal environment over the next decade.

Information Inspirations

Our friend Kristin Hodgins asked a very interesting question on Twitter about how to start a start-up when you're not wealthy or have a partner to rely upon.

You don't have to be a young lawyer to enjoy the insights of young lawyers. The ABA Young Lawyer Division launched its new Young Lawyer Rising Podcast this week and the first two episodes cover Civility and being a young lawyer in the era of COVID.

We all know there's some hype around big tech, AI, and ethics. Well, MIT Tech Review gives us "50-ish words you can use to show you care without incriminating yourself."

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.

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Over the past year, many of us have said "I guess all law firms are virtual law firms now." While that may technically be true, there are many firms whose business model is based on being a virtual firm. Dan Packel from The American Lawyer gives us a primer on Distributed Law Firms like Fisher Broyles, Ramon, Taylor English and Duma, and Culhane Meadows and how they operate without a physical environment. While many of these firms may fly below the radar for many biglaw firms, distributed firms like Fisher Broyles may be poised to break into the AmLaw 200. And if that happens, and it might happen this year, many big firms will start to take notice.

Information Inspirations

While we don't want you to replace us as your favorite podcast, we do think that Stephen Poor's new podcast from Seyfarth, Pioneer and Pathfinders, provides some good sit-down discussions with legal innovators like Dr. Heidi Gardner, Dan Linna, Nicole Bradick, and more to come. Go check it out.

There are only eleven states now which do not require lawyers to have a competence level when it comes to legal technology. California is the latest to make such a requirement.

Our fellow geek, Casey Flaherty is the last of the Baker McKenzie dream team to finally leave Baker and go back into the legal innovation consulting world. Casey is now the Chief Strategy Officer at LexFusion and is bringing his talent back into the open legal market to help legal departments and law firms implement technology to improve overall legal processes.

The Good, the Bad, and the Ugly brings us a new blockchain sheriff in Texas. The Texas Blockchain Council is a nonprofit trade association with the objective to make Texas the center of the universe for blockchain technology.

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.

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For those who went to law school, do you remember that class we all took on creativity in the legal work environment? No? We don't remember it either. That's why Adam Tsao decided to write The Creativity Playbook for Lawyers: Strategies for the Business of Legal Practice. Adam sits down with us and discusses how he integrated creativity into his own legal education at Penn Law School, as well as his legal work at Skadden and Covington before starting his own business, At Philosophy. He stresses that creativity is a vital process in a person’s legal career, and why we each need our own playbook to help us build creative processes into our professional activities. Adam also co-hosts a non-legal podcast on creativity called Double Agent.

Information Inspirations Baseball season is upon us. If you are a fan, you most likely have a favorite team. Darren Siegle from Specops Software reminds us that it is okay to root for the home team, just don't use them as your password.

While law librarians can take a joke as much as the next profession (maybe even more), a recent American Lawyer article that runs comparisons between lawyer's spouses, kids, and pets to secretaries and law librarians didn't land well with Greg. Legal reporters seem to lack an understanding of what amazing benefits law librarians brought to their firms during COVID. We take the time to educate them.

It seems that the law firm librarians aren't the only ones taking a hit from the press. The latest US News Law School rankings admitted to some flaws in its initial numbers for this year in how it measured law library metrics. In a portion of the ranking that only made up .25%, the change in the statistics caused nine schools to have their rankings altered.

While officially, Womens' History Month came to a close yesterday, it's always a good time to honor women in the legal industry, and we bring you a couple of good podcasts that do just that.

  • Véronique Goy Veenhuys on EQUAL-SALARY and Gender Equalit‪y‬
  • Stolen: The Search for Jermain

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.

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For those of us in large law firms, we understand that Practice Group Leaders have the following responsibilities:

  • Develop a strategy for the Practice Group (PG)
  • Advance the business development of the PG
  • Ensure equitable distribution of work among the more junior PG attorneys
  • Identify attorneys within the practice who are struggling and find mentoring and coaching opportunities for them
  • Practice law at the same time

For Lathrop GPM's Intellectual Property Group, Kate Tompkins can do all of these, except practice law. That's because she is not a lawyer. She's a business professional.

We've heard the phrase "law firms should be run more like a business." Well, Lathrop GPM and Kate Tompkins are putting that phrase into action. Kate tells us how she landed this role, and how we may see more business operation professionals stepping up to lead legal practice as other firms look to run more like a business.

Information Inspirations If you're looking for the future of search, CaseText may have the answer with the help of BERT. In their new WeSearch product, CaseText's Pablo Arredondo says that the conceptual search product will leverage the open-source neural network framework developed by Google called Bidirectional Encoder Representations from Transformers, or simply BERT, to find related results not based on keywords, but through actual concepts. Bob Ambrogi runs through a few examples in his Law Sites Blog.

The patent office in China pulled about half of 2020's applications recently due to irregularities. Many are saying that it is downright fraud, and that it may have a worldwide impact on patents.

Slack rolled out, and then quickly rolled back a new feature that allowed anyone on Slack to DM anyone else on Slack. After a swift public rebuke on the potential harassment issues that this "feature" opens up, especially against women, Slack is rethinking the changes. Perhaps Slack would benefit from listening to lawyers like K&L Gates Partner Elisa D’Amico who specialize in understanding and fighting abuse on the Internet.

Video games are expanding into what is known as Synthetic Economies where gamers' actions have economic effects both within the games and outside the games as well.

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.

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For nearly the past twenty-five years, Jeroen Plink worked on the cutting edge of innovation in the legal market ranging from creating software to help with project management and process improvement, to being the CEO of Clifford Chance Applied Solutions. His passion for looking at issues from unique perspectives, as well as his dislike for inefficient processes and waste, has led to a number of successes in legal innovation during this time. As he moves on from the Alternative Legal Service Provider environment and begins his new journey, Jeroen sits down with us to talk about his efforts going forward in access to justice, commercial ideas, consulting with law firms, and in-house operations.

Information Inspirations The idea of law firms going with a "single provider" on legal information platforms like Westlaw or Lexis may sound good on paper, but Victoria Hudgens points out in a recent LegalTech News article that these 'one-stop shops' limit the ingenuity and capabilities of law firms.

It takes a brave person to get between an appellate lawyer and their citation formatting rules. US Supreme Court Justice Clarence Thomas apparently is one of those brave souls. With the use of "(cleaned up)" in the recent Brownback v. King decision, Thomas has created a stir in the legal citation world the likes that haven't been seen since the Court's first Internet citation changes in 1996. Blue Book Rule 5.2 and Brownback are at odds and according to a Law360 article from Carrie Garrison from Porter Wright Morris & Arthur, appellate lawyers may be taking sides.

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.

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Karl Harris, CEO of Lex Machina, took an interesting path to legal analytics. Initially working on sonar systems taking streams and signals and converting those into data, then on to mobile application analytics, then on to law school. Pulling these three skills together, the idea of legal analytics came together. With Lex Machina becoming the fourth pillar of the Lexis+ platform, along with legal research elements, practical guidance, and brief analysis. Harris walks through the progression of legal analytics over the past decade, and even projects some of the potential analytics has in the assistance of practicing law.

Information Inspirations

Bryan Parker and Jon Greenblatt have a wonderful interview with Locke Lord Partner and former ABA President Paulette Brown. Brown gives an honest view of her experiences as a black woman lawyer in a BigLaw firm, and the reality of how little has changed over the past twenty years.

Distributed law firms like FisherBroyles are approaching AmLaw200 status and might be the hot new structure for law firms to disrupt the BigLaw model.

With the use of Zoom for trials, there are some logistical problems that not only make trials difficult, one situation in St. Joseph County Michigan shows that what (or who) you can't see on camera might create a dangerous situation. Luckily, Assistant Prosecutor Deborah Davis' skills to know when a witness was showing signs of distress when the defendant was just feet away when the witness was testifying.

It turns out that teachers aren't the only professionals who have to buy supplies because the schools don't have the funds. Some Judges are having to pay for their own Zoom accounts in order to conduct online trials.

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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.

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Attorney Sophia George has one strong suggestion for those looking to increase equity in the legal industry: Hire minority lawyers! In order to help individuals find diverse lawyers, Sophia joined in the project created by Jackson Walker Partner Chevazz Brown called DiversePro. The online database works to connect diverse lawyers with potential clients who are looking to find lawyers from communities where they share a culture, language, or life experience. With a starting list of 250,000 lawyers in the DiversePro database, Chevazz Brown created an environment for diverse lawyers to go in and claim their profile, or create a profile, identify your practice area, specialty, school, and what makes them unique. We discuss how Chevazz and Sophia use DiversePro to help others find them, and the way they are working to get other diverse lawyers to do the same.

Information Inspirations James Goodnow talked with Bill Henderson about what they see as a flaw in the ingenuity incentive of law firms. In a normal business environment, ingenuity creates opportunities for everyone. In the legal industry, the opportunities are significantly limited to lawyers.

There is a quiet hiring boom going on in legal. In the fight for talent, the Harvard Business Review has some suggestions so that you line up the best people based on potential, not prior experience.

Sometimes a dress code or required uniform is a bad idea (bar exams), sometimes it can create equity (British Barristers.)

Sticking with dress codes… Stanford Law Professor Richard Thompson Ford wrote an entire book on it.

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.

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Most of us in the legal industry did not think of the employment market as being anything close to stable in 2020. However, as we are witnessing from the AmLaw 100/200 firm revenue numbers being released, many firms had record revenue and profits. In fact, recent reports show that the industry actually added some 5,000 jobs recently. Geoff Zodda, Chief Solutions Officer of IT Search at PearlCare Search Group, talks with us about what happened in the legal market surrounding the technology, information, analytics, and knowledge workers in 2020, and the projections for these types of professions as the industry refashions itself for a post-COVID economy. For those who are flexible, can wear multiple work hats, and can analyze data, the world may be your oyster.

Information Inspirations If a human adds some words into a computer, and that computer uses AI to produce art based on that human input, who owns the rights to that art? Charlotte Kilpatrick from ManagingIP talks with three experts to answer that question.

There is a topic that a lot of us avoid and that is succession planning First, it is uncomfortable, second, it is uncomfortable.

We have discussed T-Shaped and Delta-Model lawyers in the past. However, easyJet is making its outside counsel show how O-Shaped they are by creating innovative questions on their request for proposals and law firm pitches for business.

Ken Crutchfield points out some of the traps that innovators fall into when they don't listen or interpret customers or seek feedback. His experience showing his father about the Trapper Keeper when he was 15 helped him understand what customer feedback meant for success.

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.

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Law360 has long been an excellent resource in covering the news when it comes to legal issues. In January, they expanded to also begin looking internally at the legal industry and the business of law. Rachel Travers, Law360 Vice-President, and General Manager joins us to talk about the recent launch of Law360 Pulse. This news coverage of large and mid-sized law firms, in-house corporate counsel happenings, as well as regional coverage of the legal industry is giving many of the established news outlets some new competition. Travers mentions that Law360 Pulse will also release additional industry rankings as well as comprehensive industry surveys. In addition, the integration of Law360 Pulse along with Lexis+ will create unique analytics tools by connecting research and news resources.

Information Inspirations We mentioned Coca-Cola's memo to their outside law firms last week, but Bob Ambrogi sat down with Coke's GC, Bradley Gayton for a LawNext Podcast interview to dive deep into the reasoning for the memo and how Gayton's own experiences lead him to press his law firms, and even his own department to push for more diversity.

When it comes to concise writing in the military, BLUF is the word. Bottom Line Up Front. The Harvard Business Review covers some rules that the military uses for email precision that gets right to the point.

The Beverly Hills Police Department is using some unique methods to try to prevent Instagramers from live streaming interactions with police officers. It happens to involve copyright protections.

The National Network for Safe Communities released a study at the recent American Society of Criminology's annual conference which stated that 50% of community crime may be linked to 1% of the community's population. That finding made them come out with some suggested changes to how communities are policed.

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.

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When it comes to what clients spend on legal services, there are savvy purchasers who look to manage their legal spin based on value and data-driven analytics. And there are those who simply just pay the invoice. Alex Kelly, co-founder, and COO of Brightflag talks with us about how they use AI and data analytics to help savvy corporate counsel and in-house legal teams make better decisions on how they purchase legal services. Brightflag recently announced a $28 million funding round from OnePeak, and Alex, along with co-founder Ian Nolan is looking to expand the team at Brightflag and help their customers with monitoring and controlling their legal spend and identify ways to focus on the value they get from their outside legal counsel, rather than just the hours of work.

Information Inspirations Coca-Cola is apparently tired of its outside law firms not improving their diversity numbers. Since the firms won't do it on their own, Coke is laying down the law to force them to diversify their attorney ranks or lose out on Coke's business altogether.

While many law firms are announcing record profits, that isn't stopping some from using the pandemic as a reason to restructure their workforce and begin reducing salaries and cutting jobs. The restructuring wave looks like it will continue through 2021.

While we see some value in the new social media platform, Clubhouse, Brian Inkster from The Time Blawg gives 12 reasons why it really isn't for lawyers.

Goodwin Proctor LLP is just the latest law firm to find itself exposed to a data hack. This time it was through a vendor, and we may not have heard the last of which other firms might be affected.

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.

Links: * Are You Managing Legal Spend or Merely Paying Bills? * Brightflag Product Update: Diversity & Inclusion Module * Tighten Legal Cost Control With Brightflag’s New Budgeting & Forecasting Features * The Complete Legal Cost Control Checklist * Brightflag on LinkedIn

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While lawyers probably hear every day how Artificial Intelligence is going to change the legal industry, many are still uncomfortable discussing it simply because they don't understand what exactly AI is, and if it is going to be a good thing or a bad thing for them personally. Kira Systems' Noah Waisberg and Dr. Alexander Hudek are releasing a book on February 3rd that addresses these issues. AI For Lawyers: How Artificial Intelligence is Adding Value, Amplifying Expertise, and Transforming Careers walks through the questions and gives some easy to understand explanations on how AI is being used in the legal industry. Whether it is document automation, e-discovery, legal research, or a myriad of other legal issues, AI is becoming normalized across practically every task a lawyer or legal professional does. As with most advanced technologies, AI may sound scary, but eventually, it becomes ubiquitous.

Information Inspirations The Strategic Knowledge and Innovation Legal Leaders Summit (SKILLS) went online this year using Shindig, and it was a great experience. The audience and presenters found ways to interact, and while LegalWeek may not have happened this year, it was nice to still be able to seek out our conference friends online. Speaking of friends, our fellow 3 Geeks contributor Ryan McClead from Sente Advisors, along with Nicole Bradick of Theory and Principle won the video presentation at SKILLS for their new Map Engine software.

Early podcast guest, Jae Um has a five-part series on what to expect in a post-pandemic era for the legal market. It is a must-read.

We thought that last year's bar exam was a bit of a mess. Turns out it was more like a mean game of musical chairs. There were definitely winners and losers.

The University of Texas Center for Women in the Law is putting on a free CLE featuring Nina Totenberg and four former clerks of Ruth Bader Ginsburg to celebrate the beginning of their Ginsburg Initiative.

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.

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Nicole Morris is the Director of the TI:GER Program and Professor in Practice for Emory Law School in Atlanta, Georgia. She joins the podcast to discuss the upcoming TI:GER Innovation Conference on January 28, 2021. This free (yes FREE!) online conference on "Advancing Equity in Innovation" is focused on addressing the needs of women and people of color in technology. Not just legal technology, but the overall scope of issues affecting them from STEM education, to Patents, and to the lack of Venture Capital funding. The top tier presenters of the conference include BigLaw attorneys, Managing Partners, Tech Entrepreneurs, Patent Officials, and Startup Advisors. The TI:GER Innovation Conference is a must-attend for women and people of color in the tech field, and for those looking for ways to be better allies to the underrepresented community in technology. Registration for this FREE online conference is available here.

Information Inspirations There are conspiracies that may be true, and there are conspiracy theories that are usually not true. The Culture Analytics Group a the University of California, Berkeley developed an AI tool to distinguish between the two.

ILTA launched a five-part podcast series featuring ILTA's Influential Women in Legal Tech Honorees to discuss their experience and insights on how they've addressed legal innovation. Part one and part two are out now.

Many believe that misinformation is something that the "other side" is tricked into believing. Unfortunately, a lot of the misinformation is willfully consumed, not just by the other side, but by many of us. The consumption is so widespread that the Washington Post stopped publishing its Internet fact-checking column because people simply didn't care. Sean Blanda expands on this human behavior of willfully accepting false information in his Medium post, "The 'Other Side' Is Not Dumb."

The audio-only social media tool Clubhouse is becoming popular in the business community. While it is still an invite-only, Apple iOS-only tool, Clubhouse is gaining traction in the community. We will check it out, and see if the reporting is true in that it might be a great platform to do a live-podcast. If we do it... we'll let you all know.

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.

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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.

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.

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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.

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.

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As we near the end of a very strange year, we thought we'd ask a couple of big thinkers to come on and have a no-holds-barred discussion on Legal Technology and Innovation. Kristin Hodgins is the Project Manager for Legal Innovation at Osler, Hoskins & Harcourt LLP in Toronto. Jason Wilson is a legal publisher and author who has worked at Thomson Reuters and O'Connor's Publishing for over 20 years. We cover topics ranging from who are the thought leaders and where is the best community for legal tech discussion, to what are courts, firms, academics, and vendors really doing to promote and achieve advancements in legal technology. So strap on your scuba tank and prepare for a deep dive with this week's guests.

Information Inspirations Even NPR knows that "Waiting for the LSAT is too late for improving minority representation in law." Pipelines for minority and underrepresented portions of our society have to start much earlier than when they enter college or are thinking of applying for law schools.

Justice Ginsberg has both a tea set named after her, as well as a building at Rutgers University. And if tea isn't your thing, how about a legal article from Kansas University's Law Dean on the making of a perfect pecan pie crust?

Anyone who has filed a Freedom of Information Act (FOIA) request knows they can be expensive. However, thanks to the American Association of Law Libraries, academic librarians may get a fee waiver from the US governmental agencies. So make sure you are on good terms with your academic law librarians!

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.

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A couple of months ago, we brought in Bob Taylor and Jeff Marple from Liberty Mutual, and Gabe Teninbaum from Suffolk Law School to discuss the Boston Legal Design Challenge being held online in November. Taylor and Marple are back to discuss how things went, and they brought with them one of the members of the championship team, Aubrie Souza. Souza is a 2L from Suffolk and her team triumphed over the other nine law school competitors from across the United States and Canada. While the event was held online, the technology, the structure, and the facilitators and judges made all of the competitors feel as though they were still working side by side. (See Video)

Information Inspirations Lillian Michelson created a magnificent library for movie design. Over a fifty-year span, Michelson helped movie producers and directors make scenes realistic through her research and cataloging of information and details. Unfortunately, she no longer had the space to store all of her research and materials. For the past few years, the library sat in boxes looking for a home, or to be digitized. Finally, the Internet Archive and its founder, Brewster Kahle heeded the call and are placing the material on the Internet Archives database for all. A ribbon-cutting event is taking place on January 27, 2021, launching the first phase of this project.

The Baltimore Library is raising $25,000.00 for a van to provide legal resources to the surrounding community. This project is exactly how Access to Justice issues need to be addressed. The project is headed up by Baltimore County Librarian Julie Brophy, and Maryland Legal Aid Pro-Bono Director Amy Petkovsek. Hat's off to both for taking this on.

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.

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Professionals in the legal market are known for focusing on high achievement levels within their careers, and not so much on how much joy they derive from working in the profession. Tracy LaLonde, author of The Joychiever Journey: Evade Burnout, Surpass Your Goals and Out-Happy Everyone, says that achievement and joy are not mutually exclusive and that we can live lives that allow us to achieve our goals and experience joy at the same time. LaLonde discusses how increasing the enjoyment of our careers doesn't just create a better individual experience, but that there are studies that show happiness drives higher incomes as well. Listen in as we discuss LaLonde's seven-step journey of what she calls true self stops on how we explore what makes us happy and define our true values and ensure that they align with our career.

Information Inspirations We may be getting a little bit closer to FREE PACER. Twenty legal tech leaders encouraged Congress to take up the issue, and in fact, the US House passed a bill bringing PACER out from the paywall this week. We'll have to see if it goes any further this year, or if we have to wait until 2021 to see further movement.

In Jordon Furlong's blog post, The End of Serendipity, he points out that law firms have for too long relied upon part-time leadership, culture through osmosis, and professional development through serendipity. While law firms may have accidentally succeeded in the past through happenstance and accident, he suggests that modern law firms succeed through specific planning and defined purpose.

It turns out you don't have to be the focus of a Wall Street Journal article to get one of those nice WSJ images made. Now WSJ subscribers can take a headshot and make their own images.

Marlene is still hoping for some video aspects of the podcast. Greg, however, still has the face for podcasting. This week, she is checking out WeVideo, and was looking to improve her video editing skills. It turns out that you can get experts to teach you how to improve your skills in just about anything these days. A couple of good starting points for finding anything from a basketball coach, video editing teacher, or even another language are sites like Fiverr or Bark.

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.

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One of the modern realities of consumerism is the requirement of arbitration clauses. The idea is that consumers and businesses can settle their disagreements without going to court, and instead have an arbitrator negotiate a settlement between the parties. For many of us, it is viewed as a part of doing business, and that the arbitration process is weighted heavily in favor of the corporations. Teel Lidow and his online tool, FairShake, is working to make filing an arbitration much easier for consumers and to actually show that many corporations are quite easy to approach when it comes to handling arbitration disputes. Time Magazine recently awarded FairShake with its award for The Best Inventions of 2020: 100 Innovations Changing How We Live, and we talk with Teel about his reasons behind creating FairShake.

Information Inspirations The pandemic crisis is allowing law firm management to reevaluate staffing needs, and once again, positions that are tied to a physical space are on the chopping block. However, positions that are viewed as "Knowledge Workers" are fairing much better as we look to a post-pandemic work environment. The key is those staff who understand the business and can work with clients and attorneys and function under pressure are going to thrive.

Check out the excellent i.WILL workshop on Courage & Emotional Durability tonight (12/3/2020 at 5:30 PM ET). Dr. Carli Kody leads a workshop based on Dr. Brené Brown’s research and Rising Strong™ methodology.

No matter how hard you think the Bar Exam is, Brianna Hill's taking the bar during a pandemic, while in labor, having the baby and coming back to finish the bar the next day, and then finding out this week that she passed the bar, is much, much harder. While Hill is superhuman, she's not the only one who had to struggle this year to take bar exams.

Our friends at Legal Innovators are collaborating with Bechtel Corporation (PDF Press Release) to provide junior lawyers to assist with Bechtel's internal legal departments. This seems like a win-win for both companies.

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.

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We live in a society that cannot seem to come to an agreement on what is truth and what are lies. People are seeking out stories that back up their beliefs rather than seek out the truths which may undermine those beliefs. We particularly see this on social media, but there are other sites out there which pass themselves off as local news organization which is really just biased sources designed to play upon the needs of people to have their "truths" backed up with like-minded articles. We asked Dave Boitano, a veteran reporter, and Loyd Auerbach, an experienced newscaster, author, and Knowledge & Research Consultant for LexisNexis, to come on the show and discuss the current state of news at the local levels in the US. While the current situation may seem unique to the 21st Century, there are actually parallels to a previous news era over a hundred years ago. Boitano and Auerbach help explain those similarities, and how information professionals, and readers of "news content" can protect themselves from sources which attempt to present information from a biased view.

Information Inspirations Just because you may have access to great information doesn't mean you can do anything you want with it. A current lawsuit brought by the Center for Workplace (CWC) against the Labor & Employment firm of Littler is an alleged example of this. CWC claims that a couple of lawyers illegally took their Intellectual Property and claimed it as their own. Now there's an ongoing $1.65 million lawsuit to take it back. Librarians and Information Professionals can use this example to remind others of the limitations of how we can license and use information properly.

Apparently, a reporter may give up their writing, but they won't give up their podcast. A recent episode of Press Box talks about the Substack model where readers pay directly for content and follow their muses.

There are a couple of other podcast episodes that we touch on in this episode. To learn more on this topic check out The NY Times' The Daily episode on Brian Timpone's Metric Media Brand (A Partisan Future for Local News?) and Freakonomics Podcast episode on Tara McGowan's ACRONYM Digital Media (Why the Left Had to Steal the Right’s Dark-Money Playbook.)

On a side-note, Loyd Auerbach's book, Near Death, was released recently.

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We talked about Dr. Jacqueline Walsh's Initio Tech and Innovation Clinic in a previous Information Inspiration segment. We were so inspired by her work that we asked her to come on the show and tell us more. The Initio clinic is set up just like a law firm. In fact, it is actually recognized by the Nova Scotia Barristers' Society as a law firm. Dr. Walsh uses a combination of law students, articling clerks, and the local community to help create a great experience for her startup clients, and as a result an enjoyable and authentic experience for the students in the clinic. While the clinic isn't self-sustaining, it does charge startups for legal services. This is another unique aspect of the clinic in that it offers ad hoc services or a subscription-based service to clients. The idea is to train startups to understand that legal costs are part of doing business and that if they are serious about their business, planning, and budgeting for legal expenses is another part of their business.

Information Inspirations Bryan Parker and Jon Greenblatt from Legal Innovators have a new podcast called The Law in Black and White where they give their views on certain topics facing the legal industry from their own unique perspectives.

The Innovation Hub podcast discusses how COVID has impacted public schooling, and how innovative and creative parents are finding ways to work around those schools who are not adjusting fast enough to handle the needs of these parents and their children. It's an interesting look at how adapting to change is happening on all sides, and those who are slow to adjust may have unforeseen competition.

We all know that the incentive for diversity within law firms can run counter to the profitability goals of the firm. Former BigLaw partner, Elizabeth Korchin thinks one way to align these incentives and goals is to blow up the billable hour. She thinks it can be done by 2030. Our fellow 3 Geeks' blogger, Toby Brown, takes another angle on the incentives/goals approach and suggests that clients need to push firms to achieve more diverse teams, but that clients also need to put their money where their mouths are and make sure that they pay appropriately for these diverse teams.

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.

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A couple of episodes ago, we had Richard Hsu discuss the need to eventually bring as many of our lawyers back to a physical office in order to have a successful working environment. Stephen Embry of LegalTech Crossroads Blog reached out to us after listening and wanted to argue that while he understood Richard's argument that in order for there to be a level playing field for all lawyers in the firm, that there were actually ways to create a successful environment where lawyers could continue to work remotely. In fact, that with the right strategy, training, support, and flexibility, that it would actually attract better talent and lead to better satisfaction from not just the firm's own lawyers, but also from the firm's clients as well.

Information Inspirations

Halloween is the weekend, and like any good legal nerd, you'll want to know where to find some law review articles on the topic. Our friends at the Ohio State University Law Library have curated a list just for you.

While our guest today talks about the value of online depositions, Above the Law recently wrote about one lawyer's desire to get back to the good old days. Which we will probably never see. But, he can keep wishing.

Dalhousie University Law School in Halifax, Nova Scotia is working to help startups in Eastern Canada work through some of their basic legal needs. This subscription-based service is designed to get the startups some help, but at the same time, not actually compete with law firms. Read more about the initio Technology and Innovation Law Clinic and its Director, Jacqueline Walsh.

Is the US Supreme Court forever going to be surrounded by the political whims of the other two branches of government? Probably. But, under the right circumstances, it may not need to be.

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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.

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For most of us, meetings are unavoidable, uninspiring, and an overall waste of everyone's time. But, they don't need to be. Douglas Ferguson, the founder of Voltage Control discusses how we think of meetings as passive ways to convey information when in reality, a meeting should be the place where we take action and get things done. The way Douglas and Voltage Control look at meetings is in much more of a diagnostic method. What works? What doesn't? Can we borrow from one approach to make another work better? By applying a good design process, the meeting ends up being the place where we actually accomplish projects more than just handing out action items to hopefully complete before the next meeting. In fact, meetings should become mini-retreats and action items replaced by commitments from members of the team who come to a meeting with the understanding of what the mission and goals are, and are already taking ownership of a part of the outcomes.

If you are not satisfied with the way meetings are run at your firm or company, then Ferguson's discussion is a great place to start. There are a number of templates and guidebooks on the Voltage Control website as well to get you started.

Information Inspirations

As many in the media and information fields worry about disinformation/misinformation, one acronym to think about when reviewing the credibility of information is "EMAIL". Think of the Evidence, Motive, Activity, Intent, and Lables surrounding the information you have. Is it questionable, or too good to be true? Both reporters and information professionals rely upon credible information and sources, or we lose our own credibility. For more on this, check out the New York Times The Daily podcast.

Speaking of elections, it is very easy to get caught up in the emotions this political season. The Five Thirty-Eight Blog helps both calm some of those fears and gives you some tips on how to handle the stress everyone is feeling in 2020.

Large law firms are still finding ways of creating safe and productive work environments for their lesbian, gay, and bisexual attorneys and staff. While many have updated policies and procedures to protect sexual orientation, they are still way behind when it comes to gender identity for Trans and Queer attorneys and staff. Whether it is trans partners making equity status in firms like Goodwin Proctor, or a partner from Patton Squire Boggs identifying as nonbinary, there will be more people coming out in the years to come. Time to prepare.

While many may think that "Fake News" is a modern phenomenon, the Woodrow Wilson administration actually used these tactics in 1912 with the Committee on Public Information. Seems that history does have a way of repeating itself.

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We all know that the hybrid workplace is coming to our law firms. That is, where some lawyers are working every day from their office spaces, while others continue to work remotely. Many believe that this will be the permanent workplace of the future, and there is a Pollyannish attitude from some in the industry who think that the past seven months prove that we can do as much remotely, as we can from the office. Richard Hsu of the recruiting firm Major Lindsey & Africa is not one of them.

While Hsu understands that there is a paradigm shift in how legal services are provided to clients and that having a swanky office in a high-rent downtown district is not required for top-notch services, young attorneys need structure in their training and experiences. That upbringing of the next generation of talent cannot take place effectively in a remote environment. The current situation, where nearly all of the attorneys are working remotely is giving us a false sense of security that we can continue this success in a hybrid model. Hsu thinks that it will actually be the hybrid model that will accelerate the desire to get all of the lawyers, by and large, back to the office full time.

Information Inspirations Jerry David DeCicca, who provides the fantastic music you hear on this podcast, has a new album coming out on October 16th. Go check out The Accidental Optimist and His Domestic Adventures on Spotify or Bandcamp.

The legal tech industry is not lacking for tools, but it has lacked for a good method of finding the right tool for the right task. Nikki Shaver and Chris Ford talked with Bob Ambrogi about how they created a resource to help solve that problem. The LegalTech Hub is a searchable database of legal technology resources which allows customers to search for the tools they need, as well as developers and vendors to put their resource information on the site for free.

Today's guest isn't the only one who seems to think that remote work isn't the best method. A Wall Street Journal article mentions that many business leaders also think that even a hybrid work model isn't sustainable. Marlene has a few thoughts on why those leaders are being too narrow in their thoughts on the work model which may be around for years.

One other "feature" of the current work model is the need to work while wearing a mask. Harvard Business Review has a number of suggestions on how to make your work environment function clearly, even when your voice is muffled.

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.

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In order to measure what matters, it is important to have the data available to help. Sarah Lin is the Information Architect & Digital Librarian at RStudio, PBC, and is also a law librarian. RStudio wanted someone to help them manage their digital morass and to Marie Kondo their digital information. Is there anyone better than a law librarian with some tech skills to do just that?

Sarah discusses what the R Programming language does, and how she got interested in the profession of statistical computing. While some may not see a direct link between being a law librarian and an R programmer, there are actually a number of skills librarians possess which make them well suited for data analytics. One skill is our ability to understand, clean, and organize information. For RStudios, the Chief Scientist, Hadley Wickam created Tidyverse which helps in handling the clean data tasks. And there are also resources like Shinyapps.io to help organize. Throw in a law librarian to have it all make sense and tell a story and you have a fantastic combination of skills and tool.

To learn more about the R language check out:

  • Carpentries.org
  • education.rstudio.com
  • Or go to Sarah Lin's website

Information Inspirations

Roy Sexton from Clark Hill lays out what law firm marketing does as opposed to what law firm business development does in the latest episode of Steve Fretzin's Be That Lawyer. Roy's advice of the "Rule of Three" when it comes to promoting yourself and your marketing products makes this a must-listen episode.

Adam Smith, Esq. covers the new initiative by our friend Phil Flora and Leopard Solutions on ranking law firms by their vitality and resilience, not just once a year, but in real-time.

Feeling the effects of COVID, the election, the environment, or the hundred other stressors in your life? Maybe take Prof. Eric Janssen's advice and put down your phone and go for a walk.

Did you know there was a Pirate who was a 17th Century Anthony Bourdain? Marlene teaches Greg about this culinary outlaw, and also teaches him about breadfruit.

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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.

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A few years ago, Robert Taylor and Jeff Marple of Liberty Mutual Insurance, along with Suffolk Law School's Gabriel Teninbaum sat down at Back Bay Harry's and hatched a genius plan over some truffle fries and sandwiches. The idea was to leverage Suffolk's law school technology training for students along with Liberty's desire for the law schools to help students actually learn how to address the issue of design thinking and how it applied to real-world legal issues they were facing. And while the truffle fries were still hot, the Boston Legal Design Challenge was born. On November 13th, 2020, the 4th Annual Challenge takes place, this time in a virtual setting.

Fifty participants, making up 10 teams of five students from around the country will learn more about Design Thinking, identify an issue within the legal industry which needs addressing, and at the end of the day, pitch that idea to a blue-ribbon panel made up of Cat Moon, Bob Ambrogi, and Jason Barnwell. The winning team walks away with a few thousand dollars, and all of the participants end up with significant new skills to differentiate themselves from their fellow students. The competition is not just limited to law students, or to those people within Boston. Bob, Jeff, and Gabe are looking for diverse teams made up of different schools, disciplines, and geographical regions.

Enrollment is open now, so go to LMI.co/BLDC to sign up.

Information Inspirations

Sometimes efficiency comes from small improvements in processes. One basic efficiency for word processing is to keep your hands on the keyboard, and away from the mouse. Deborah Savadra at Legal Office Guru has a short 7 1/2 minute video showing how you can use shortcuts and macros to reduce the use of your mouse, and just be a better user of MS Word.

We're all concerned about data privacy whether it is the type of browser, search engine, or messaging app we use.

Microaggressions are not small problems. They are the equivalent to death by a thousand cuts and can lead to an unbearable work environment for those who are the recipients of these acts. For Black attorneys, microaggressions are a constant issue. American Lawyer brought together five attorneys to have a roundtable discussion on the issue, and the result is an absolute must-watch for anyone who truly cares about improving themselves and wanting to learn how to identify when their own actions constitute microaggressions.

We all watch the news. Most of us saw that debate. We know misinformation is rampant in our daily lives. The Knight Foundation and a few other prominent organizations are working to help us learn how to identify this misinformation.

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Music by Jerry David DeCicca.

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No matter what happens during this economic, political, health, and social crisis, Olga Mack reminds us that our skills are ours to keep. Olga is the CEO of Parley Pro, and brings her wisdom to the podcast on what lawyers and other legal professionals need to do to take care of themselves and thrive through the good times and the bad. Olga is the CEO of Parley Pro, a company that developed an innovative contract lifecycle management (CLM) tool, but she is so much more than that. A prolific speaker, a thought leader in the legal industry, a litigator, a transactional attorney, an in-house, as well as BigLaw attorney alumni. If you can name it, she's probably mastered it. We sit down with Olga to talk about a range of topics and share in her wisdom and experiences. Come along for the ride.

Information Inspirations

Artificial Lawyer and Legal Examiner both covered stories about a unique type of litigation funding company called LawAsYouGo. While they tout their ability to enhance Access to Justice (A2J) issues, there are a number of issues that we'd like to see addressed with how they actually create a positive influence on the A2J movement.

Our friends at Legal Innovators produced a White Paper called "Restoring Lost Hope: How to finally achieve meaningful diversity and inclusion in the legal industry." Bryan Parker and Jon Greenblatt cover the issues of current and historic racial discrimination in the legal industry and suggestions on how to move forward. One major issue that we worry about is the fatigue that seems to be setting in on certain segments of the population. Now is not the time to rest, or think we've learned enough. Sharing this paper with the powers that be at your organization might be one way to help power through and look for meaningful ways to encourage diversity, inclusion, and equality.

In a recent Lindsey, Africa, and Major survey, women partners are paid an average of $332,000 less than their male counterparts. Business Insider looks at this report and explains how one of the best options for female partners to increase their pay and their happiness, is to leave and go to somewhere else.

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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.

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Gender and diversity analysis is necessary to the success of law firms. In fact, diversity metrics are quite openly a common ask from law firm clients.   Firms may not often have this sort of information readily available, due to siloed information and custodial/privacy concerns.  We get the scoop from  Phil Flora from Leopard Solutions about their new searchable gender and diversity platform, how it works, what it reveals, who can use it, and why.  We discuss what was found in terms of the top 200 and below in terms of racial diversity and there is room for improvement.  Quite a bit.  If firms want to establish a baseline for improvement, this platform might prove a good way to start. Information Inspirations Mike Whelan, the author of Lawyer Forward, is doing something crazy. He's starting 90 episode podcast series called the 90-Day Known Expert. During this time, he plans to teach lawyers how to leverage their writing and publishing skills to become both known in the industry, as well as seen as an expert in the industry. Best of luck on your adventure Mike!! Professor Bill Henderson lays out a two-part series that wants to turn law firms away from their Rainmaker model into a team model. It worked for Goldman Sachs, why not for BigLaw? (Part One. Part Two.) Christina Herrmann, Chief Talent Officer at Shipman & Goodwin penned a LinkedIn article reminding us that law firms are a business and that to have a competitive advantage, the C-Suite needs to be filled with the proper talent for what's coming post-COVID. Need a visual representation to help you identify common cognitive biases? We have a chart of 50 for you to peruse. 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.

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David Kamien is the CEO of Mind Alliance and is someone who understands that in order to truly collaborate with your clients, you have to understand their needs on a granular level. That means capturing the data in a way that proactively predicts legal and regulatory risks that companies like them are likely to face, but also list the probable impact that those risks are likely to impact them specifically. While this may sound like a pipe dream to some, and a delusion to others, Kamien thinks that improving the state of data in law firms through knowledge graphs and taking concrete, and logical steps toward improving and leveraging data, will help get law firms to where they can leverage the data in ways that will truly turn them into counselors to their clients. It means creating a data strategy for the firm that creates higher levels of sophistication so that the data turns into answers, and those answers turn into the types of action that clients are willing to pay for. Law firms should not sit back and wait for this to magically happen. If you want to generate value, you are going to have to collaborate very closely with clients. And in this day and age, that involves data.

Information Inspirations

Most of us in the information profession have touted our skills as fact finders. In this time of misinformation on the Internet, that skillset is needed more than ever and seems to be showing up more and more in the media as they look for Misinformation Experts like the University of Washington's Information School, Jevin West. West appeared this week on one of our favorite non-legal podcasts, Make Me Smart, where he uncovered some of the reasoning behind the cult that is QAnon, and why its ability to manipulate information makes it so popular, and so hard to convince those believers in the conspiracy that it really is misinformation.

Staying in touch with clients and others isn't simply about setting up the next Zoom meeting. Julie Saravino produced a great list of ways to have that personal interaction with others in a way that "ups your game" and makes you stand out from those who still rely upon Zoom, email, and phone calls.

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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.

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A law firm's primary function is to enable lawyers to practice law. In fact, many of us on the operations side of the law firm business have heard the complaints of lawyers that there are too many "other tasks" that take away from their practice of law. On today's episode, we talk with the CEO of Williams Lea, Clare Hart, about the challenges she and her company have faced during the pandemic, and what she sees happening as we push through the current situation, and what will happen as we eventually find our way to the other side. Whether it is the issues of working in the office or at home, or it is outsourcing, virtualization, or elimination of tasks, the world is going to look far different post-COVID than it did pre-COVID.

Information Inspirations We know that you may be overloaded with webinars and online training, but trust us when we say that both Legal Value Network and Legal Operators are pushing out some great content. Marlene mentioned that in one of the webinars the presenter mentioned that "what go you here today, won't get you there tomorrow. You have to improve with fewer resources." So true.

Crisis brings out creativity. That is evident with the way that protesters across the country, and probably the world, are using CARRD to set up single-page websites that host relevant information for those attending the protests or looking to help or learn more. CARRD and other one-page sites combine easily accessible information with the elegance of web design, especially for the mobile devices that protesters rely upon while out in the streets.

Brick and mortar stores aren't the only types of businesses that needed to find ways to pivot in 2020. Relation-based businesses such as Mary Kay also needed to change their business strategy, sales, and relationship models. Are there parallels between these types of relationship-based businesses and law firms? Most definitely.

If you're looking for a fun couple of podcast episodes that combine libraries, true-crime drama, and legal podcasts, then Laurence Colletti over at Legal Talk Today has what you need. In a two-part interview with Travis McDade, they tell the story of how the Pittsburgh Carnegie Library ended up missing $8 million worth of artifacts and didn't even realize it for years.

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.

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The i.WILL Foundation is a culmination of Taft Stettinius & Hollister LLP's CIO, Andrea Markstrom's passion for empowering women. i.WILL (Inspiring Women Igniting Leadership & Learning) works to connect, professional women across different industries and leverage this network to help give these women the guidance to build upon their leadership skills. i.WILL now has a foothold in New York, New Jersey, Minneapolis, Fort Lauderdale, and (with Marlene's help) soon coming to Houston. There are over 400 members within the network and growing. Andrea discusses the three pillars of the organization of Networking Events, Giving Back and Paying Forward, and the Grant Fund called i.WILL Accelerate. Andrea puts it best when she describes the mission in that, "We are strong women, we are smart women, we have experience, we all have a story to share, and we can learn from each other."

To learn more about i.WILL, contact Andrea via LinkedIn and she can get you on the mailing list. There is an upcoming event called the Board Boot Camp in coordination with The Fourth Floor.

Information Inspirations

While we talk about the value of Data Scientists, it could be Social Scientists like Dr. Zeynep Tufekci who are really the best situated to understand how information (or "the truth") needs to be exposed to the public. Trying to manipulate the truth because you're afraid that the public might do something bad with it, is actually not a good idea.

What can you do with professionals like Firefighters who have open work schedules? Perhaps a version of the gig economy might leverage them into a B2B model. David Heim-Buck is trying that very thing with his new start-up, Hidrent.

Texas is planning on allowing service in civil court matters via social media at the end of the year.

Clearview AI's business model and stretching of First Amendment rights is creating a strategy to stretch it even further.

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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.

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In the wake of George Floyd’s murder, we have seen many firms expand and publicize their diversity efforts in the community. Many of these efforts are part of pro bono programs supported by individual firms. Brenna DeVaney, Director of Pro Bono Programs and Pro Bono Counsel at Skadden and the Law Firm Anti-Racism Alliance (LFAA) have a different approach--leverage the legal and technical expertise of law firms and legal vendors as a whole while working with legal services organizations and race equity advocates to battle systemic racism long term. Brenna provides us with some insights into the mission of the LFAA and its plans for the future. [PDF of LFAA Mission]

Information Inspirations

Bon Appétit? Apparently not if you have dark skin. Greg discusses how Bon Appetite’s popular Test Kitchen got derailed due to racist policies. He also ponders how individual freedom can hamper good solutions--in this case the use of COVID-19 tracing apps.

For those of you who can’t take being on another online call, Marlene has a hack for you. You can use pre-recordings. And while the end result is great, the effort might not be worth it. But if you do choose to pre-record yourself nodding and sipping coffee, spend your free time listening to Marlene’s summary of the recent copyright litigation of Thomson Reuters v. ROSS Intelligence.

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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.

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How successful have firms been in handling the stress of adjusting to the needs of the market, knowing how to present that message to clients, and understanding how a sustained firm culture plays a critical role in their ability to cope? Barbara Malin, Chief Marketing and Business Development Officer at Jackson Walker, LLP, and Jennifer Johnson, CEO of Calibrate Legal discuss the critical role marketing, business development, and firm culture play in times of crisis. Our guests tackle some very tough questions about whether firms know and embody their culture and if cultural bias hampers their ability to succeed. They also highlight how firms have adjusted their business development plans to support clients in light of COVID and anti-racism movements.

Information Inspirations

Are you feeling inspired this August? We certainly are. From identifying songbirds via neural networks to Deloitte Legal’s AI pro bono project in the UK to pornography suits in Martha’s Vineyard, we share our thoughts on the news of the week.

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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.

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We’ve been off for a month and we come out swinging for this #Barpacolypse #Diplomaprivilege episode. Each July, thousands of law students and attorneys are required to sit for and pass the bar exam in their states if they wish to practice. The fairness, bias, and necessity of the test has been called into question in the past (Note: the exam is a relatively recent method to determine attorney competency to practice), but COVID 19 may finally force states to do away with the bar examination. The public has called administration of the test into question, due to COVID 19 health concerns, and the response from state and national bar examination boards and state courts have been a hodgepodge of confusion and guarding the status quo.

Today’s guests, Professor Cat Moon from Vanderbilt University, Brian L. Frye, Associate Professor of Law at the University of Kentucky College of Law in Lexington, and recent Georgetown Law School Graduate, Stefanie Mundhenk are digging deep to expose concerns and implications surrounding the 2020 bar exam and to examine creative approaches, such as Diploma Privilege and supervised practice, that not only will protect their health but may prove to be a better gauge of attorney competency. And if you think the bar exam is a good gauge, please see an excellent My Cousin Vinny tweet thread.

More reading:

  • The Case for Replacing the Bar Exam With "Diploma Privilege"
  • The Pandemic Is Proving the Bar Exam Is Unjust and Unnecessary
  • Veteran State Court Judge Rips Bar Exam, Says Test ‘Does Not Function To Protect The Public’
  • COVID-19 IS CREATING A STATE OF EMERGENCY FOR INCOMING PUBLIC DEFENDERS. DIPLOMA PRIVILEGE IS THE ONLY SOLUTION.
  • NCBE Trashes Diploma Privilege, Sprinkles In Some Racist And Sexist Conclusions
  • Ditch In-Person Bar Exams During Pandemic, ABA Says
  • Rome Wasn’t Built in a Day and Online Bar Exams Can’t Be

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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.

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While we have a few comedic moments on the podcast (usually unintended), we actually have a real-life comedian, Eugene Cipparone, join us on this week's episode. Eugene is a lawyer, who took a few years off to join The Second City comedy troop in Toronto, before working his way back into the legal industry as Goodmans, LLP's Director of Professional Support. With the pandemic, the need for support, and KM resources became critical. Eugene's ability to understand the needs of his firm and his ability to engage members of the firm in training by telling a comical story allows people to better remember the training and understand why the resources make the task easier to perform. (14:05)

What to Expect from the AALL Virtual Conference

Michelle Cosby, President of the American Association of Law Libraries, discusses what to expect from the AALL Virtual Conference on July 13-17, 2020. While the theme of Unmasking Your Potential was initially a tip of the hat to the host city of New Orleans, it's come to have renewed meaning on what it is like to provide professional development and community during the pandemic. (8:50)

Information Inspirations

  • Why do we wave at the end of Zoom Meetings?? If you catch yourself waving at the end of a video conference, you're not alone. (2:20)
  • Facemasks aren't just for safety… they are also fashionable! There are definitely some fashionable facemasks out there that will help you stay safe, and also look good in the process. (3:15)
  • Leading a Remote Team During a Crisis. While all problems are communications problems, there are ways to create a balanced and delegated communication process for remote teams. This inspiration helps identify a few other processes that help with the issues of leading people remotely. (4:33)
  • Like to Cook and Eat, but your also competitive? There's an app for that. The Food Network recently created an app that lets you interact with some of their celebrity chefs while also teaching you cooking and even knife skills in the kitchen. (6:31)

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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.

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Since Antonin Scalia was not available to be on the podcast, we reached out to Northwestern Law School's John Paul Steven's Professor of Law, Andrew Koppelman, and Jackson Walker Labor & Employment attorney, Sara Harris, to fill in. Justice Scalia believed in the concept of textualism when it came to the Court interpreting the law, without allowing one's personal political bias to play a role. According to Merriam Webster, textualism is "a legal philosophy that laws and legal documents (such as the U.S. Constitution) should be interpreted by considering only the words used in the law or document as they are commonly understood." The problem, according to Koppelman is that textualism has to be balanced with context. If a Justice were to apply or misapply the context of the issue, then textualism could be made to fit the outcome the Justice wants, regardless of what the text of the law says. In the Bostock v. Clayton Co., Georgia decision, the five conservative judges split 3-2 on how textualism applied to the 1964 Civil Rights Act, Title VII issue of "because of sex" discrimination, and gave the LGBTQ+ community a win in the process. We dive deep into the text, and the context of the decision.

Information Inspirations

After a bit of a hiatus, we bring back a few items that inspired us this week, and we hope to inspire you as well.

Greg may be retiring his In Seclusion Podcast at the end of this week (awwww), but there are plenty of legal podcasts to fill the void. Here is a couple.

Lawyer Forward is a new podcast from Mike Whelan where he winds together a historical legal story along with a contemporary issue for practicing lawyers.

If you're looking for something that is more on the topic of law and working closely with others, then check out The Lawyer-Human Show with Colin and Shreya Ley, where they discuss being partners at a law firm, while also being partners in life. It's a fun and informative show and is now being produced by Ben Ambrogi's Populus Radio network.

Marlene's inspiration comes from the latest print issue of Wired Magazine. While many of us might not see 20 kb of data as a lot, it can add up once millions of people contribute little bits of data to things like email. Danny van Kooten designed a plug-in for MailChimp which helps reduce the amount of data being sent. A little thing like this can help reduce a massive amount of CO2 over time.

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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.

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We wanted to produce a special episode of The Geek in Review to discuss the tragedy surrounding the murder of George Floyd and the protests which are going on over the past ten days. While we focus our discussion on the legal industry, the issues are certainly not limited to lawyers and legal professionals. We've dedicated the entirety of the episode to this topic.

Just two months ago we had Bryan Parker on the podcast discussing the need to have a better return on investment when it came to legal talent. In the year 2020, two months feels like two years. With the changes resulting from the pandemic, the economy, and now the murder of George Floyd, we asked Bryan to come back and talk with us, and bring along his Legal Innovators business partner and one-time mentor, Jonathan Greenblatt.

In the recent article, What the Death of George Floyd Should Teach the Legal Industry, Bryan Parker (with help from Jon Greenblatt) lays out some internal and external steps that the legal industry can take to contribute to the conversation around race while maintaining a respect for everyone willing to have an honest conversation. There is an enormous amount of privilege and power within the legal community, and those traits should be used to drive real change.

One of the first things that Parker and Greenblatt stress that we all must do is to check in on one another. As Bryan says in his article, "[f]or starters, your black colleagues and associates are not alright." This type of interaction and communication shouldn't be limited to the current new cycle. And, as the stress of the current environment sinks with everyone, there is a need to monitor the mental health of all of our colleagues.

We hope that this conversation leads to more conversations.

You can reach 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.

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Before the world turned upside down, one of the issues we were following was the Georgia v. Public.Resource.Org case where the State of Georgia brought a lawsuit claiming copyright protection on the annotations for its Official Code of Georgia. Our three podcast series (unintentional) started out with Tom Gaylord discussing the initial filing with the Court, Ed Walters and Kyle Courtney breaking down the oral arguments, and finally, we have today's final episode with Ed Walters returning and bringing Cornell Law School's Kim Nayyer, and the Legal Information Institute's Craig Newton along to discuss the Court's final ruling.

The Court ruled in Public.Resource.Org's favor, but our guests aren't sure how far the opinion actually goes to cover state material beyond the Georgia Code. Could it mean the end of deals between states and vendors like LexisNexis or Thomson Reuters? Does this mean that other materials, such as Regulatory Codes are fair game? We discuss… you decide.

We spend the entire episode on this topic. Don't worry, we'll bring our Information Inspirations back next week.

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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.

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While most of us in the legal industry were still finding their sea legs when it came to working from home, today's guests were planning a moon shot experiment of creating a virtual legal conference completely from scratch. Haley Altman and Alma Asay from Litera Microsystems talk with us about their experiences in creating and producing The Changing Lawyer LIVE! virtual conference back in April. There were some victories, and some challenges along the way, but the end result was pretty impressive. As we enter the Summer, many other organizations are looking to do some type of online/virtual conference to make up for the cancellation that most organizations had to do because of the pandemic. There's a steep learning curve, so we are grateful that Haley and Alma shared their experiences with us.

Information Inspirations

Google is shutting down some of their diversity and inclusion training programs because of either political pressure (which Google denies) or to establish global, scalable diversity programs (whatever that means.) Diversity and inclusion don't just make the workforce look better, many studies have shown that it actually creates a more effective workforce, and drives profit to the bottom line.

Harvard Law School helped its incoming students with an online preparatory program called Zero-L. This series of videos and online training helped incoming students understand the processes behind the daily activities of a law student. Now that program is available this summer to everyone. We ponder if a top BigLaw firm might think of creating a Zero-Year Associate online training course that would prepare law students to understand the daily life of an associate and help them understand what the business of running a law firm looks like.

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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.

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It's episode 75!! We think we look fabulous and that we definitely don't look a day over 50.

While most professional associations are experiencing significant changes due to the Coronavirus Pandemic, today's guests have launched a brand new network and say that this might be one of the best times to enter the market. The Legal Value Network (LVN) focuses on the delivery of services and connecting professionals from law firms, corporate legal departments, alternative legal services companies, and technology providers. Kristina Lambright and Purvi Sanghvi are part of the LVN Executive Board and discuss the launch of the network, and how they are providing content and connections to those in the network.

Information Inspirations

Denton's Managing Partner wrote an excellent article in The Hill entitled "Let's stop asking 'When are We Going Back to the Office?'" The leader of the world's largest law firm had some sharp criticism for many of the partners at his firm who are pushing for a return to the office. He points out the privilege that many of these partners are expressing without consideration to the staff, and the gender disparity that will occur if there is a rush to get back to the office.

It turns out that "Don't let an emergency go to waste" is a Rahm Emanuel reference, and it turns out that we've been saying it wrong... and incompletely. According to Emanuel's interview on Freakonomics, the quote was, “Never allow a good crisis to go to waste. It’s the opportunity to do the things you never thought possible and make them possible.”

Our friend, Cat Moon, through her Make Law Better initiative, is looking for volunteers who are legal innovators and are looking for ways to help during this pandemic.

Check out Marlene's ILTA co-committee members, Amy Monaghan and Mike Ertel's article on Empathetic Human-Centered Design Overlay on Design Thinking Post COVID-19.

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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.

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It's not unusual for law firms to invest around $1M in recruiting, hiring, training, and retention of Associates over the first four years of their legal career. However, if you look at the actual retention rates through the fourth or fifth year, it is essentially a coin flip on whether the firm retains, or loses that talent. Bryan Parker, CEO of Legal Innovators thinks that it is not a good return on the law firm's (and the Associate's) time and capital investment. Parker believes that you can take a more holistic approach to the recruitment process and evaluate the best talent out there, in particular, women, minorities, and those from underrepresented backgrounds through a two-year process that more resembles the European apprenticeship model than the US on-campus recruiting and Summer Associate method.

In addition to this fascinating discussion, we also have a deep (and fun) discussion of Bryan's sneaker obsession.

Information Inspirations

The cancellation of in-person conferences is on the mind of all of us who usually attend these conferences for our professional development and networking needs. There are alternatives, however. For example, Stanford's CodeX conference is available online, and Greg is on a panel for Litera's April 23rd online event called The Changing Lawyer LIVE! Go check out both conferences.

We want to say how happy we are in David Lat's recovery from his COVID-19 hospitalization. Bob Ambrogi interviewed David after his release from the hospital for his LawNext podcast.

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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.

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Heidi Gardner, Distinguished Fellow and Lecturer at Harvard Law School, and Brian Stearns, Chief Commercial Officer at Workstorm, talk with us about collaboration when most of us are under a shelter-in-place order. There are definitely tools to make it easier to collaborate remotely, but there is a process that must be evaluated first. There's also a human element that must be considered in who people react to the stress they are currently under.

As we have said before, never let an emergency go to waste, and Gardner and Stearns have some insights on how to evaluate your current structure, determine what works best for your environment, and to remain vigilant and empathetic to those who may be struggling.

It's not all doom and gloom, however. This is an excellent opportunity to be creative. If you are looking for the right time to introduce new processes, tools, or ideas, now may be the perfect time to pitch those. The worst thing you can do right now is to try and stay the same.

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.

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There is no reason why we should let an emergency go to waste. So, we've both taken on a side project while we work remotely. Marlene's new daily ILTA blog presents a quick update on the skills we need to work on while we're working from home. Her first post, Be Sheltering: Not Sheltered discusses a number of initiatives going on which we all can contribute. You can find out more on the ILTA blog page.

Greg began his daily podcast miniseries, In Seclusion, this week. These are short, less than 15 minutes, interviews of an eclectic group of people ranging from bar and professional association leaders, legal information professionals, vendors, consultants, lawyers, etc. Pretty much anyone who works in the legal industry and has a story to tell about their new work from home situation. The first episode is included in this podcast. Greg talked with Jim Calloway from the Oklahoma Bar Association regarding how they are helping their lawyers, courts, and community continue to work in this new environment. You can subscribe to In Seclusion on Spotify, or Apple Podcasts, or where ever you listen to podcasts.

Stay safe everyone!

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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.

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We try... and fail to stay off the COVID-19 topic this week, but it's just too ingrained in our lives right now. For those of you out there doing the remote work thing, we understand and hope you are adapting to the new work mode with little interruption. We, too, are working remotely, and hope there are not too many background noises of kids, refrigerators, or pets making cameo appearances on this week's show.

We have a great talk with Charlie Uniman, Legal Tech Startup Evangelist, and founder of Legal Tech Startup Focus. LTSF is an online community of nearly 1,000 legal startup professionals that gives its members a place to find like-minded individuals and bounce ideas off of one another. Charlie also produces the LTSF Podcast. We cover the issues of how law firms and legal startups communicate with each other. Charlie details the basic processes that law firms and legal startups need to take to build a solid relationship that is beneficial to both parties. While some of what he lays out may seem like common-sense to Charlie, it is insightful to those of us who may not have the constant relationships with startups like he does.

Information Inspirations

PwC launched its COVID-19 Navigator this week. This online resource shows some of the flexibility that the Big 4 accounting firms may have over law firms. The COVID-19 Navigator allows business leaders to answer a survey of questions to determine how prepared they are for the COVID-19 business disruptions. PwC says that this "digital tool contains 3 sections of questions that will help you understand where your company stands as you respond to COVID-19 in the areas of: crisis management and response; workforce; operations and supply chain; finance and liquidity; tax and trade; and strategy and brand." Can you imagine law firms using an iterative software design like this to leverage their subject matter expertise with technology to assist customers and potential customers with major issues like COVID-19? If not, it's time to start thinking about it.

Marlene's inspiration this week is for all of us to stay healthy and work through our transition to the remote working that many of us are not accustomed to doing. If you're struggling or want to share your experiences, please reach out to us and we'd love to have that conversation.

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.

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Using Machine Learning, Artificial Intelligence, and Natural Language Processing to hold a conversation might seem like a far off idea when it comes to the legal industry, but it is not. We sit down with Baker Hostetler's Katherine Lowry, and Puerto Rico defense attorney Diego Alcala to get a better understanding of how chatbots work, and what value they can bring from legal practices ranging from BigLaw Bankruptcy practice to a solo attorney's criminal law practice.

Katherine Lowry won the American Association of Law Libraries' Innovation Tournament in 2018 with her attorney-facing chatbot. In the nearly two years since that recognition, she has created a chatbot for her Bankruptcy practice that answers thousands of potential questions and helps her attorneys find information quickly and frees up her researchers' time for more complex questions.

Diego Alcala is working on chatbots which will assist him in his practice by answering basic questions that family members need to know about the clients he is representing. While Diego is not a programmer, he has learned the concept of chatbots through numerous platforms that allow for those with no coding skills to still create powerful chatbots to answer practical questions.

Listen in and see if the ideas shared by Lowry and Alcala spur any ideas of how automating a conversation might help you in your practice.

Information Inspirations

There's another bill in Congress that creates a FREE PACER! Congressman Hank Johnson, D-GA, is not stopping there. He is also requiring more transparency in the Federal Courts by requiring audio and video recordings are made available of court proceedings. While the bill creates a FREE PACER for most, there is a surcharge for power users who have $25,000 or more in quarterly usage. That means some BigLaw firms will have to pay that surcharge.

COVID-19 continues to dominate the conversations (check out our episode). The World Health Organization is testing its messaging to the youth through Tik Tok. It's a novel approach for a novel virus.

We are all updating our business plans to prepare for the worst when it comes to COVID-19, but a recent report says that businesses are more likely to suffer from the slow burn of the everyday risks which traditionally bring businesses to their knees.

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.

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With all of the news about COVID-19 (Coronavirus) making its way into the United States, it is time for law firms to think about what they are going to do to prepare for a possible outbreak that will affect their business operations. Disaster Recovery and Business Continuity Plans need to be dusted off and updated to manage the different scenarios that may come our with over the next few months. We asked the Association of Legal Administrators interim Executive Director, April Campbell, to discuss what law firms need to be doing to prepare.

There are definite immediate and local actions that should be implemented such as:

  • Restrict travel to hotspots
  • 14-day work from home policies for personnel who have traveled to those areas, or were exposed to others who may have traveled to hotspots
  • Stress that sick employees stay home
  • Explain proper handwashing techniques
  • And LOTS OF HAND SANITIZER

The CDC released communications resources on these actions.

While these may be common sense approaches to reducing the risk of exposure to COVID-19, the firm's leadership must go deeper and layout a strategic plan for what to do if the epidemic becomes a pandemic and affects the overall business operations of the firm and the firm's clients.

There will most likely be a significant increase in those working from home. The firm needs to test the ability of the firm's infrastructure to handle that type of stress. While many of the lawyers may be set up to work from home for a prolonged period, but what about the other employees of the firm? Are they properly trained? Do they have the right equipment? How do you manage personnel who may have never worked from home before?

There is a multitude of issues facing law firms should COVID-19 become a serious epidemic. The better prepared the firm is now, the better the firm will react should the event come to fruition. As the saying goes, no emergency should go to waste. Now is the time to act and test where the firm needs help, or where there needs to be more flexibility in business operations. If you do not have a disaster recovery plan, reach out to your colleagues in the industry to ask them for help.

If your firm has created new policies or is testing scenarios based on a COVID-19 outbreak, we'd love to hear more. Send us an email or voicemail and share your experiences.

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Special thanks to Gabriel Teninbaum for his inspiration on this issue.

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.

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The legal industry relies upon the writings and communications of lawyers, judges, and lawmakers. For the citizens and clients who are subject to these legal writings, understanding the legalese is painfully frustrating. We were asked by a fan of the show (in full disclosure, it was Greg's sister-in-law Wendy) why lawyers can't write in plain English. We pulled together a panel of four experts on legal communications and asked them just that. It turns out that writing in plain English is not only possible, but it is the preferred method of legal writing.

Our guests on this episode are:

Neil Guthrie - Director, Professional Development, Research, and Knowledge Management, at Aired & Berlis LLP in Toronto. Author of Guthrie’s Guide to Better Legal Writing.

Chris Trudeau– Law and Medical Professor at the University of Arkansas/ Little Rock and author of The Public Speaks: An Empirical Study of Legal Communication. As well as journal articles on plain English writing for lawyers in Healthcare.

Jesse Katz– Litigation Editor at O’Melveny and Myers, as well as a Pulitzer Prize-Winning Journalist before taking on his editing role.

Sara Harris– Jackson Walker associate who is known for her writing skills, and is an editor for the American Lawyer’s Young Lawyer Editorial Board.

Suggested Reading List

Typography for Lawyers

Plain English for Lawyers

Letting Go of the Words

Information Inspirations

Greg got to drop in on a Houston Young Lawyer Associationmeeting for First-Generation Lawyers on the topic of lawyer recruiting. The meeting was great, but the biggest impact was made by a question a minority law student was asked on why his experience as a person of color would bring value to the firm. Is that something a firm should even be asking?

Marlene geeks out over Evan Parker's article on How to Talk Data and Influence People, Including Lawyers. This dovetailed nicely with our guests' discussion on presenting the information in a way that tells a story and presents information in a way that is understandable by the reader. Data analytics is just another method of communicating. The trick is communicating in a way that actually makes sense and informs.

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We reach across the Atlantic Ocean and talk with Bryan Cave Leighton Paisner's Nick Pryor on his work the firm's BCLP³ innovation objectives. Nick heads up the firm's European, Middle East, and Asia innovation projects, and gives us some insights on the joys and hardships that come with innovation in the global legal market. Whether it is regulations, cultural challenges, competition, or setting a long-term vision, innovation is challenging. However, Nick also stresses that it is also very rewarding.

Innovation Inspirations

If you had any doubts that privacy was dying, the work that Clearview AI is doing may put those doubts to bed. The facial recognition company has scraped billions of images and personal details from the open web over the past few years and has created a database for law enforcement which claims to have a 99% accuracy rate for matching faces to these images. In a recent The Daily Podcast from the New York Times, reporter Kashmir Hill investigates Clearview AI's entry into the facial recognition marketplace and finds a story that is equally amazing and scary. Federal and state law enforcement are raving about the power of this product to help them solve crimes that may have gone unsolved forever. There is a dark side to this power, which Hill found out first hand when the company manipulated results on her photos and possibly intimidated police who were talking with her. Check out the podcast The End of Privacy as We Know It?

On a lighter note, Marlene's innovation comes from another podcast that explains how new words are added to the Miriam Webster dictionary. The podcast doesn't just stop with the explanation, they are actually attempting to place one of three words into that dictionary, and are asking for help on picking which one. Which will it be? Niblings? Preregret? Or, Pistracted? You can help pick America's Next Top Word.

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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.

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If there's one thing that many of us need these days, it is a cybersecurity expert on retainer. Luckily, law professor Steve Black, visiting professor at the University of Houston fills that need. Prof. Black talks with us on a number of issues including what motivates hackers and cybercriminals (spoiler: it's money), the dark web, how law firms and business approach information stored in the cloud, and what process automation means for data security.

Law firms might be a weak link in the eyes of cybercriminals when it comes to acquiring information. Professor Black discusses the different tactics cybercriminals use, the vulnerabilities found in law firms, and the actions that we need to take with our equipment, our network, our people, and our data. We guarantee that his discussion would be the highlight of any party.

Information Inspirations

While some still think of Millennials as the new kids in the workforce, that isn't really true. In a recent white paper from Thomson Reuters titled, "Becoming the firm where millennials want to work," the authors discuss the needs of a generation which is now the largest percentage in the workforce. Greg ponders the idea of there actually being two subsets within the generation of those in the workforce through the Great Recession and those who entered after the downturn. There is almost a decade of lawyers who have never actually experienced what it's like to work during a recession.

Everyone loves a good story. And we love learning about ways we can create better stories. Marlene discovered a great training site that helps teach you just that. Story Ready from Janece Shaffer offers workshops that deal with what makes details of a story stick in your mind. There are offerings on self-awareness, and design thinking as well.

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Special thanks to Joel Lytle, Security Expert from Jackson Walker, LLP for helping me prepare questions for Professor Black.

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.

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The social media platform Fishbowl is designed to create an anonymous but verified space for professionals to socialize with others in the same profession. CEO and co-founder Matt Sunbulli joins us this week to talk about FIshbowl's entry into the legal industry social media space. It's been about eight weeks, but there is already a large number of attorneys and other legal professionals using the platform to discuss issues ranging from what's an appropriate salary range, to advice on lateral moves, to is it okay to vape in the workplace. The answer to that last one is a solid, NO!

Fishbowl creates an optional identification for its users which range from anonymized job title (Attorney, Partner, etc.), to "works at X law firm," to full identification, based on the user's needs on individual interactions. Because users have to sign up with their real names and be verified by your work email and LinkedIn profile, there's a self-policing aspect to the platform. This seems to have tamped down the Troll factor you find on other platforms like Reddit. Because it allows for anonymity in the posts, users are more comfortable about asking questions to peers or others in more senior roles. It's a very interesting concept of professional anonymity that brings us some very interesting conversations that we just don't find on other professional networks like LinkedIn.

Information Inspirations

The American Association of Law Libraries has allowed for full Open Access to the Law Library Journal and Spectrum magazine. The Open Access movement in professional journals and publications is something that has been occurring in academic circles, and once again, AALL is leading the way for other professional organizations to promote professional writing and promotion for its members.

Our Ep. 39 guest Hannah Bloch-Wehba is back with a great upcoming law review article on the problems surrounding the idea of automating social media platform's ability to remove questionable content. While it may sound good on paper, in practice there are many unintended consequences that have to be discussed and exposed.

The National Archives was caught censoring a photo on its Women's Sufferage Movement display. We cannot stress enough how wrong this was. While the National Archives admitted their mistake and is working to replace the image with an unedited one, it is the responsibility of librarians and archivists to not bow to demands or desires to whitewash history.

Two brothers worked for years to create an alphabet and working writing system to their native Fulfulde language. Through their work and collaboration with UNICODE's Michael Everson, and Microsoft, their vision of creating a way for the millions of native speakers to have their language on a computer system became a reality.

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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.

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While we may have had a tough time pronouncing things correctly, this week's guests said all the right things when it comes to being a leader within their organizations. Laura Toledo, Communications and Marketing Manager at Nilan Johnson Lewis PA in Minneapolis, and Kevin Iredell, Chief Marketing Officer at Lowenstein Sandler LLP in New York, discuss their year-long experience in the SmithBucklin Leadership Institute. Both are leaders within the Legal Marketing Association, which sponsored their attendance at the institute. While people in leadership positions may feel that they need to have all the answers, Toledo says that she learned it is okay to be patient and learn more about the situation before just going with her gut reaction. Iredell stressed that the key to being a great leader is making sure that you've given those who report to you all the tools and support they need in order to succeed. The Institute brings together leaders from different industries and helped both of our guests understand that the legal industry does not have a monopoly on stressful situations and the need for solid leadership.

Information Inspirations Greg points to a recent TED talk article from Tomas Chamorro-Premuzic called “Why do so many incompetent men become leaders? And what can we do about it?” The article and video are about as harsh as the title implies. While Chamorrow-Premuzic takes liberties at the expense of men, pointing out that the traits of bad leaders skew toward men, the traits of a good leader do not have a gender bias. We have a tendency to value confidence over competence, narcissism over humility, and the belief that leaders can do anything rather than know their limitations. This inspiration dovetails nicely with our guests today.

Marlene's inspiration came from Jean O'Grady's reporting on the Law Street Media's relaunch of its legal news platform, beginning with high tech and intellectual property news. For those of us wanting a little more competition with Law360 and other legal new providers, this offering from Fastcase may be exactly what we've been looking for.

Greg's final inspiration is more of a request for certain media outlets. In the past month, there have been articles where the images placed on the article do not fit the content of the article. While the intent of the images may have been innocent or just unaware, the results are misogynistic and racist. Imaging matters, especially in an age where many people do little more than skim the titles and images of an article. Hopefully, this will inspire the publisher to make a more concerted effort to use more appropriate imagery for their articles.

Marlene's discusses Cambridge Analytica whistleblower, Brittany Kaiser, who sat down with Kai Ryssdal and Molly Wood on Make Me Smart, and discusses how we may be in a worse place than we were in 2016. (Cue the dark place music.)

Listen, Subscribe, Comment Please take the time to rate and review us on Apple Podcast. As always, the great music you hear on the podcast is from Jerry David DeCicca.

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With the new decade comes a new tagline for The Geek in Review introduction. Let us know what you think of the change.

Ellyssa Valenti Kroski is the Director of Information Technology/Director of Marketing at New York Law Institute and is the editor of the new book, Law Librarianship in the Age of AI. Whenever there is a monumental shift in technology and processes, there will be winners and there will be those who are left behind. The authors of this compilation give the readers a path to better understanding what Artificial Intelligence is, and what it isn't. Ranging from the basic understanding of AI concepts to listing specific tools occupying the AI space within the legal industry, to the benefits, risks, and ethical issues surrounding the tools, this book covers a lot of ground. It's definitely worth checking out.

In addition to the book, Ellyssa discusses her other books and projects, including makerspaces and using escape room activities for professional development and end-user training. She will be running an escape room event at the Ark Group’s 14th annual Law Firm Library, Research & Information Services in New York, NY, March 12-13, 2020. The escape room is called Escape the Library: The Search for Alexander Hamilton and the Missing Librarian: A Time Travel Adventure. Apparently, Alexander Hamilton did not die from his duel with Aaron Burr but is actually a time-traveler. Whether true or not, it sounds like a lot of fun. Attendees can get a 20% discount on the conference by entering the code "ESCAPE" when registering.

Information Inspirations

We've covered how BigLaw is adopting the Mansfield Rule to increase diversity within the ranks and is basing that rule upon the National Football League's Rooney Rule. Hopefully, BigLaw does better than the NFL has. When the Rooney Rule was adopted in 2003, there were three black NFL head coaches. At one point, that improved to eight. However, habits persist and after nearly seventeen years in, the NFL coaching ranks are back to exactly where we started. Three. If BigLaw is to do better, it must be vigilant, and firms not complying should be called out.

Marlene's inspiration discusses what happens when your career so encompasses your life, that you can't separate yourself from your job. In a recent Harvard Business Review article, author Janna Koretz discusses the effects of what psychologists call "enmeshment" where professionals are so intertwined with their career identity, that they lose their self-identity. She describes ways to understand if your identity has become enmeshed with your career, and methods to break free of that enmeshment. The example she uses is a partner at a large firm, and we all probably know that this type of career/personal identity enmeshment is very prominent within the legal industry.

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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.

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The past ten years have been what University of Tennessee Law Professor Ben Barton calls "the lost decade" for law schools. In his new book, Fixing Law Schools: From Collapse to the Trump Bump and Beyond, Professor Barton walks us through the issues he sees with the current structure of legal education in the United States, and ways to actually fix it. The book focuses on three areas that need correction:

  1. The cost of legal education is simply too high, and cannot be maintained.
  2. Technology has to be leveraged within the educational curriculum to help future practicing attorneys to do more work, charge less, and make more money in the end.
  3. Regulations have to be focused on the outputs of legal education, and be given teeth so that students are more likely to succeed.

While the book title is about the lost decade of the 2010s, the root of the problem goes back well over a hundred years. Professor Barton talks with us about where we've been, where we are, and where we need to go so that we really are Fixing Law Schools.

Information Inspirations

We keep it short and sweet this week (mostly because neither of us has finished our holiday shopping.)

Wireframes are becoming less relevant — and that’s a good thing- In his Medium article, Sean Dexter argues that using wireframes is basically old school now, especially given the rise of Agile product development, and Lean UX processes. Today's visualizations require more on-the-fly modifications which standard wireframes just don't allow. Newer products like Think Sketch, Adobe XD, or Figma are the modern tools you might want to check out.

25+ Legal Tech and Business of Law Predictions for 2020 - Aderant released its third annual predictions and the common theme seems to be centered around the idea that we need less talk about innovation and more actual implementation of innovative ideas and products. Stop with the PR and BS, and get something done. Greg wanted to add one other idea to the 2020 prediction and declare that collaborative software products like Microsoft Teams or the legal industry-focused product Workstorm are going to become must-have products in the team environments in which most of us work.

Listen, Subscribe, Comment Our holiday gift wish is that you take the time to rate and review us on Apple Podcast. Be generous!!

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.

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The US Supreme Court heard oral arguments on Georgia v. Public.Resource.Org and we take a deep dive into the issues in this matter. Kyle Courtney, Copyright Advisor at Harvard University, and Ed Walters, CEO of Fastcase have strong opinions in this matter, and were both involved in submitting Amicus Briefs on behalf of Public.Resources.Org. Join us for this engaging and informative conversation as we look at what the arguments are from both sides, and how Justices' questions may shape the outcome of this case.

For more information on this case, check out the oral argument transcript [PDF], and a primer with supportive materials from Ed Waters' on Medium.

We also catch up with Emily Feltren from the American Association of Law Libraries to hear what else has been going on in Washington, DC in regards to legal information (we skip the impeachment stuff.) Believe it or not, there are things actually getting done in DC despite all the obvious gridlock.

Information Inspirations

Our very own Toby Brown is the inaugural guest on the new podcast, Pricing Matters. Toby is well known for his contribution to the establishing of pricing professionals within large law firms, and he gives us a peak behind the curtain of what he has accomplished over the past decade and a half. He even gives us a parallel story of how pricing issues resemble actions taken by HGTV's Chip and Joanna Gaines. Check it out!

KM Is Dead... Long Live KM. It turns out that if you want to be innovative in law firms, look no further than what your Knowledge Management team has been working on for some time now. There's been a big boost lately in how KM is helping innovative law firms move forward with a 360 degree view of their knowledge, and better understanding their clients.

Sometimes we inspire ourselves. Greg recently read about an Australian law firm going through an identity crisis on whether it should see itself as a law firm, or as a professional services consultant on legal issues. The story line fits almost any company, industry, or organization where there is a paradigm shift in what they do. Check out his LinkedIn article where he reworks the story to fit nearly anyone facing change.

Is Data Science dying? Marlene says no. However, firms trying to implement data science techniques are finding that dirty data and antiquated ideas are limiting its results and driving data scientists away from working for them.

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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.

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We all love our pets and think of them as part of our families. Even though we might love them as much (or more) than we love people, the legal system does not allow them the same protection. That doesn't mean that there are no rights for animals, in fact, there are many specific laws designated to protect them. In this episode of The Geek in Review, we bring on four experts in researching Animal Laws, not just in the US, but worldwide. We talk with the following members of the American Association of Law Libraries' Animal Law Caucus:

Alex Zhang - Law Library Director and Professor of Practice at Washington and Lee University School of Law

Stacey Gordon Sterling -Law Library Director and Professor of law - Alexander Blewett III School of Law at the University of Montana

Katie Ott - Reference Librarian - Robert Crown Law Library at Stanford University

Sarah Slinger - Reference Librarian and Lecturer at Law - University of Miami Law Library

Whether it is legal issues ranging from which "parent" gets the pet in a divorce, or how an orangutan is granted "personhood" in Argentina, to animal testing on cute beagles (yes... that's still going on in the US), our experts from the Animal Law Caucus cover these issues and more.

Information Inspirations

There is a lot of tech opportunities in America, but one of the unrealized places are on Native American Reservations. The Make Me Smart podcast talks with a Native Financial Officer about the upcoming Wiring the Rez conference.

One Texas Federal Judge asks if you submit a brief more than 10 pages long, that you make a recording so he can listen to it, rather than read it. Sounds like an opportunity for some talented legal podcasters with better voices than Greg.

Despite some of the best efforts to make things better, even allies can come up short when it comes to bias in the workplace. One leader in the Social Justice non-profit area shares her story, and it mirrors some of the same situations we see in the legal industry.

To understand Algorithmic Bias, you must first understand the different types of discrimination, and how they apply to the bias. It's very complicated, but here's a primer to get your started.

Listen, Subscribe, Comment 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.

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We have discussed the concept of the T-Shaped Lawyer on previous episodes, but we jump into a new concept this week called the Delta Model. Alyson Carrel from Northwestern Law School joins returning guest Cat Moon from Vanderbilt Law School’s Program on Law and Innovation to discuss this intriguing idea of helping lawyers understand the pyramid of skills surrounding understanding the law, business & operations, and personal effectiveness. We suggest taking a look at this primer from Carrel, Moon, and other members of the Delta Model working group (Natalie Runyon, Shellie Reid, and Gabe Teninbaum) from Bill Henderson's blog, Legal Evolution. This model of three principles, along with the ability to shift the center of importance for each skill set, helps explain, and guide the overall needs of the legal industry. Carrel and Moon give us an insider's view of the model and explain why this concept will help with the holistic training of law students as well as practicing attorneys.

Information Inspirations

In the article, Innovation, Disruption, and Impact: Should We All Jump Aboard the Legal Tech Hype Train? by Peter Melicharek and Franziska Lehner, the authors talk about the need to unwind the PR from the actual technology in the legal industry. The primary benefit of technology is to assist in achieving results by eliminating mundane tasks, and assisting in getting to better legal results, faster, and cheaper. Once again... read the Delta Model primer. It's so important, it is inspirational. Can law firms actually create a four-day work week? One smaller firm in Florida says yes. ALM's Dylan Jackson interviews the managing partner of Orlando based Benenati Law about how he has created a four-day work week, and three-day weekends, and the benefits they've discovered of this alternative work model. A recent Microsoft survey found a 40% increase in productivity in some of their four-day work schedules. Perhaps it could do the same at firms?? If you're looking for a great podcast that discusses UX and User Design, then Wireframe has just what you need.

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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, thanks Jerry!

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Ian Nelson is no stranger to introducing the legal industry to as-needed training on legal topics. He was one of the first US employees of Practical Law Company (PLC). After PLC was acquired by Thomson Reuters, Ian stayed on for a while as PLC transitioned into the Thomson Reuters portfolio of legal resources, but his days of finding better ways of presenting and teaching legal concepts were not behind him. Recently, he and his co-founder Chris Wedgeworth (anther PLC alum) created Hotshot. Hotshot is an online Professional Development resource which uses short videos, quizzes, and more to train lawyers, and even law students, across a growing list of legal, business, and technology skills. Essentially, they’ve brought digital learning to the legal industry.

Ian joins us to talk about Hotshot's short video training concepts work with adult learners ranging from attorneys, to law firm staffers, and even helping law students quickly understand complex legal topics.

Congratulations to the newly elected board members for the American Association of Law Libraries (AALL)! In other AALL news, time is running out for members to sign up for the Leadership Academy to be held in Chicago next March. Registration ends on November 11th.

Information Inspirations We have some new, and new to you podcasts to suggest this week.

First up is the new Law360 Explores: Legalization which investigates all of the legal hurdles of marijuana between the states which legalized it, and the federal government which still sees it as illegal drug dealing.

Hustle and Flow Chart is one of Marlene's favorite digital marketing podcasts which has tips and tricks for your daily work routine.

Junior Economist is a brand new podcast that gives the Millennial perspective on pop culture and current affairs, but through an economic lens.

Beyond the podcast inspirations... if you're looking for a speaker on generational diversity within law firms (there's a 60+ year span between your youngest associates and your oldest senior partners), Greg suggests looking at Chris De Santis. The methods of achieving work goals differ between Boomers, Xers, and Millennials. The more we understand how each generation works, the better we work together.

And finally, Greg is still slightly depressed about the Houston Astros losing in the World Series to the Washington Nationals, but Marlene finds the silver lining by geeking out over sports and graphical data representation. Whether it is the amazing SkyCam view of Cordarrelle Patterson's kickoff return, or strike zone view in baseball, there's a lot of opportunity to add graphics and data to sports, especially baseball.

Listen, Subscribe, Comment 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. As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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Wouldn't it be cool if a law school and a business school could collaborate on issues of legal analytics, entrepreneurial opportunities in the law, and collaboration between the university and the local business and law firm industries? We talk with a couple of professors at Georgia Statue University (GSU) who are turning this 'cool idea' and making it a reality. Anne Tucker, Professor of Law, Legal Analytics & Innovation Initiative, and Ben Chapman, Executive Director, Legal Analytics and Innovation Initiative join us to discuss the details behind The Institute for Insight at GSU. The Institute brings together professors from different backgrounds of Engineering, Computer Science, and Statistics and with this type of cross-pollination with business and law, the professors are looking at applied analytics questions and bringing in their own unique skill sets to understand and solve these issues.

This mashup of law, business, data science, risk management, statistics and more isn't a purely academic endeavor for the Institute. Following in the tradition of GSU being an urban school, the Institute works with well known players in the Atlanta business and legal community to put the ideas into real-world situations. This gives the Institute's professors and students the opportunity to work side-by-side with the business and legal leaders to help identify, study, analyze, and potentially solve issues facing the business and legal industry. This is one of the many values which Tucker and Chapman see for not just preparing students for the practice of law, but also for the business of law.

Information Inspirations

While Greg was busy playing guitar in his law firm's band, Marlene was speaking at the DLaw Summit in NYC last week.

Competitive Intelligence guru, Kevin Miles from Norton Rose Fulbright gives us some nice checklists on different CI topics along with some templates designed in MS Word to help start you on the CI path at your law firm.

The Financial Times came out with a 15 article report on the legal industry ranging from top legal business technologists, to the Big-Four's advancement in the legal industry, to both the promise, and the overwhelming nature of understanding legal tech processes.

We hope that Google still follows the "Don't Be Evil" rule because they are now touting success in the Quantum Computing area. Google recently announce that its new Quantum Computer can computerate complex data in less than 3 minutes what it would take current supercomputers 10,000 years to do. We guess it's not a good or bad thing, but the future is definitely upon us.

Northwestern Law's Daniel Rodriguez, and Legal Mosaic's Mark Cohen have a lengthy discussion on how to advance today's law school's teaching into the 21st Century. It's a great conversation.

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This week, we bring on Kevin Clem, Chief Commercial Officer for HBR Consulting. Kevin discusses the HBR Law Department Survey which has become a staple in the industry over the past 16 years. There is still a bit of a Family Feud between the in-house and the outside counsel ranks, but the survey is showing that there are lots of opportunities for the two sides to communicate and collaborate, rather than keep the status quo in the relationship. GC's are wanting their outside firms to help them beyond their legal issues, and really get to understand their business needs and pressures. Whether it is laying out strategy and pricing, or assisting the law department with their understanding of legal tools or knowledge collection, there are needs which law firms need to help with, or someone else may fill that void.

Clem has used the platform of the TV game show, The Family Feud to show his audiences of corporate counsels how they see their relationships. And the survey says... it's not great. Some 87% of GC's he had surveyed found the relationship to be either okay, or needing help. It's a great conversation, and we cover a number of topics, and the one thing that we all agreed with, is that Richard Dawson was our favorite host.

Information Inspirations:

Pepperdine's online course makes a PR push for "nons." Greg thinks maybe they should find another term. After all, hospital administration is not referred to as non-doctors.

There's some inspirational tweets out there ranging from why it's okay to talk about your projects at conferences, to how great a brother (and customer service provider) Levi is.

Marlene is speaking at the Disrupt Law conference in NYC on Oct. 22-23. She is also on the ILTA Practice Management Content team, so if you have ideas for presentation, white papers, or other topics, tweet her!

The Relativity, FTI Technology, Kaplan survey of in-house counsel points out that 97% of the GC's surveyed are considered business strategy leaders in their companies. And once again, it's important for their law firms to have solid knowledge of their businesses beyond their legal needs. This is a golden opportunity for CI/BI legal information professionals to step up and help law firm lawyers gain that knowledge.

While the Trump tax returns may seem ever elusive, one researcher from ProPublica used FOIA requests to find individual parts and then piece them together.

Listen, Subscribe, Comment 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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Three law school innovators, three law firm innovators, a law student, and a biglaw Partner meet on a podcast... this podcast... and share thoughts on how to improve law students' tech skills before they arrive at the firm. That is the setting for this episode of The Geek in Review.

Nikki Shaver, Director of Innovation and Knowledge from Paul Hastings got this conversation started on Twitter when she discovered that most of the New Fall Associates (NFAs) did not take any technology or innovation courses while in law school. This is not an uncommon story. There seems to be little incentive, either on the law school, or law firm side of recruiting which stresses tech competencies. But just because that's the way it has always been, that doesn't mean there isn't room for improvement. There is definitely room for improvement! So we wanted to get a group together and do just that.

We asked Vanderbilt Law School's Cat Moon, Vermont Law School's Jeannette Eicks, and University of Oklahoma Law School's Kenton Brice to cover the law school innovation perspective.

Nikki Shaver, Marlene, and Greg cover the law firm innovation perspective.

We also asked Jackson Walker Partner Matt Acosta, and Michigan State University Law School student, Kanza Khan to jump in and share their experiences with the expectations for legal technology skills.

We take a deep dive into the topic ranging from what law schools are actually offering students, what are law firms expectations for tech skills, and are law firm recruiting, and law school placement incentivizing students to be more proficient with tech before they arrive as NFAs?

Update on Government Actions on Legal Information

It's been a few months since we last talked with Emily Feltren, Director of Government Relations with the American Association of Law Libraries. While the country may be focused on the impeachment inquiry, Emily catches us up on legislation that has passed the US House (and is sitting in the US Senate.) There's a potential Thanksgiving budget crisis... yeah, we hadn't heard that either. And, there were hearings last week on FREE PACER (and how some US Judges are not on board for that.)

So Jam Packed, We Had To Postpone Information Inspirations

We skipped the Information Inspirations portion this week. We promise it will be back in the next episode!!

Listen, Subscribe, Comment 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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It turns out that the West Coast doesn't have a lock on law and tech innovation. On this episode, we talk with four guests who are involved in the upcoming NYU Law and Tech: Impact on Innovation, coming up on October 15, 2019. Our guests today are Felicity Conrad is a NYU grad and CoFounder and CEO of Paladin. Michael Weinberg is the Executive Director at the Engelberg Center on Innovation Law & Policy at NYU. Christian Lang, Head of Strategy at Reynen Court. And, Anna McGrane is also an NYU Law alum, and is the Co-founder and COO of PacerPro. Each discuss their individual experiences with legal tech innovation, and how the NYU campus has become an launching point for many of its grads toward the legal technology and innovation community. From start-ups to meet-ups, our guests believe that NYU is showing that innovation can have a definite East Coast flavor.

Information Inspirations

The Return of FREE PACER!!

Northwestern University’s Interdisciplinary team, which includes seven law faculty, including our previous guest, Tom Gaylord, was awarded a National Science Foundation Convergence Accelerator Grant this month. The $1 Million grant will be used to advance Northwestern’s AI-Powered data platform which interfaces with the federal PACER system. The Northwestern Open Access to Court Records Initiative (NOACRI) Team includes lawyers, journalists, economists, and policy makers across the different schools at Northwestern, and they are working to create tools needed to make the data locked in PACER available, and then link that data to public information about the litigants, judges, lawyers, and the courts. We wish them luck!!

Can Congress Regulate Algorithms used in judicial processes?

California Representative, Mark Takano has introduced the “Justice in Forensic Algorithms Act of 2019.” The idea is to create a standards for these algorithms that make them more transparent, especially to the defense teams, not just for the results, but for the entire process. Algorithms used in the courts will also not be able to hide behind trade secrets to prevent those affected by the algorithms from understanding how these results were produced. Can the government actually pull this off? It'll be interesting to see how this progresses.

Plus, a bonus inspiration on what law firms should be doing to encourage 1L's and 2L's to learn more about technology while still at the law schools.

Listen, Subscribe, Comment 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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Makerspaces are becoming very popular in libraries, and today we talk with two librarians who are ready to bring the collaborative thinking and working spaces into the law school library environment. Ashley Matthews is at George Mason's Antonin Scalia Law School, and Sharon Bradley is at the University of Georgia School of Law. Both believe there is a great benefit in carving out spaces within the law school library to allow students and faculty the ability to tinker and experiment with their creative sides, and potentially come up with the next big idea in the legal market.

Matthews recently wrote an article on makerspaces entitled "Teaching Students to 'Tech Like a Lawyer'." While some of us may see 'tech like a lawyer' as a way to stop technology, Matthews thinks that the law school library environment can be the perfect place to teach law students the analytical skills they'll need in their practice to truly understand how a legal issue can benefit from technology, and how to issue spot, reason, analyze, and resolve legal issues more effectively with technology.

Information Inspirations

The Dangers of Categorical Thinking The human mind is build to categorize the things we see and do in the world. It just helps us make sense of the world, whether it's the fight or flight between seeing a stick and a snake, or the business decisions we make in selecting the perfect candidate out of a pool of ten qualified applicants. We group the hard skills and the soft skills. In this Harvard Business Review article, the authors warns not to be so caught up in the larger categorical picture, and lose sight of the details and nuances that really make the difference in the end.

Four Firms are Moving the Needle on Diversity… and looking for a Fifth Eversheds Sutherland (US) announced this week that they are joining Goodwin, Orrick, and Stoel Rives in participating in a project called "Move the Needle Fund." These four firms have committed to meet the goal of having 33% women partners, and increasing the overall representation of racial and ethnic minorities, LGBTQ+, lawyers with disabilities, and veterans to at least 15% of their ranks within five years. The Move the Needle Fund is looking for a fifth law firm to join this group.

Listen, Subscribe, Comment 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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While we could talk all day with the husband and wife team of Andie Kramer and Al Harris about being BigLaw Partners, it is their work on women's conflicts and bias in the workplace which brings them on the show today. Andie and Al recently released their second book, It's Not You, It's the Workplace: Women's Conflict at Work and the Bias That Built It. And we jump in with both feet to discuss how the workplace environment, even at law firms (or maybe, especially at law firms), is designed to place women in adversarial roles against one another. Andie and Al have mentored women, conducted speaking consultations, and have written books on the subject of gender communications for over 30 years. Because they bring both the female and male perspectives into this very difficult conversation, they pack a one-two punch for their audiences and definitely grab their attention. When we asked Al Harris how important it was for him to bring in men into this conversation, his answer was, "in a word… VERY!"

We take a deep dive into the issue of gender bias in the workplace, and the environment which contributes to that very bias. You can learn more about Andie Kramer and Al Harris, including a question guide to their books, at their website, andieandal.com. Definitely check out the website after you listen to this week's interview!

What Does Your Family Think You Do??

We have one more story this week about a family member who thinks that being a library manager is a glorified file clerk job. We imagined that Thanksgiving that year was a little awkward. If you have a story to share, leave us a message at 713-487-7270 or email us your story at geekinreviewpodcast@gmail.com.

Information Inspirations

Come on men... it's 2019!!

The Pence Rule of a man not being alone with a woman in the workplace, or attending a social event with alcohol without having a man's wife present is affecting work environments, including law firms. American Lawyer senior columnist, Vivia Chen's article, #MeToo Backlash Is Not Going Away, shows how men are less likely to work in one-on-one situations with women at a higher rate in 2019, than in 2016. This is having a significant effect on the ability for women to have equal access to opportunities and advancement. Vivia puts it best when she says "Considering it's 2019, it's frick'n unbelievable." We couldn't agree more.

Investments in In-House Training Pays Off

According to MP McQueen at CorporateCounsel, legal departments who spend more of their budgets on training, and who use their own in-house folks to conduct the training, have a higher return on their investment, and end up with a significant overall savings. A Gartner study of 140 in-house legal departments examined these training practices to handle lower risk issues created significant savings over using outside firms.

Listen, Subscribe, Comment 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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Andre Davison was literally a sixteen year old student when he began his career in law firm libraries. Now the Research Technology Manager at Blank Rome's Houston office, Andre has taken a leadership role both within his firm with technology and diversity programs, and has been rewarded for his efforts with multiple awards. Andre was awarded his firm's Nathaniel R. Jones Diversity Award for his diversity efforts, and he was the American Association of Law Libraries' Innovation Tournament winner for his Seamless Access to Secondary Sources (SASS) which enabled lawyers and others at his firm to dive into the portions of research materials directly, and without having to worry about usernames, passwords, or client numbers.

Andre's work expands past his award winning efforts at his firm, and he has taken on leadership roles on the local level with the Houston Area Law Libraries (HALL) as the current President. The local chapters are a wealth of professional development, and local community efforts which he says brings a family-like environment to him and his peers.

How does your family describe what you do?

Speaking of family, we share stories of how our families describe to others what we do for work. As might be expected, it doesn't always match the reality of the situation. Greg thinks that it might have been easier on his family if he worked at Walmart. We'd love to get more stories to put on the show of what it is that your family members think you do. Leave us a voicemail at 713-487-7270 or email us at geekinreviewpodcast@gmail.com and share your story!

Information Inspirations

How Should Law Schools Adjust for Gen Z?

Wake Forest Law School LR&W Director, Laura Graham wrote an excellent law review article which was featured as a Thursday Think Piece on SLAW. Gen Z's are very different from their Millennial law school predecessors. Learning and social styles are different and like it or not, law schools (and eventually law firms) are going to have to determine how to make adjustments for these new entrants into the legal profession. Greg would love to get a book club going on this topic, so reach out to him if you want to share ideas!

Tech Trends and the Meeker Report

The annual Meeker Report is out, and our past TGIR Interviewee, Stephen Embry has a review of how that relates to the legal industry. Marlene highlights three areas of how people educate themselves online with videos and podcasts. If you learn via podcasts (and we hope you do!), then the Kennedy-Mighell podcast covers this topic as well.

American Law Firms in Transition

This book from Randall Kiser just might be the next End of Lawyers? for the legal industry. Kiser discusses how law firms are still spinning the data of how healthy they are and ignore problems in their business model. WIth the recent collapse of LeClaireRyan, maybe firms might find Kiser's insights to be more relevant.

Rise of the Alternative Business Structures (ABS) in the Legal Industry

Our friend, Jordan Furlong has a series of Tweets covering the adoption of ABS in states like Utah, and in some Canadian provinces. Furlong says that we should be prepared for a “seismic change ripping through legal service regulations.”

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Welcome to the 50th Episode of the Geek in Review!!

American Lawyer Media Reporter, Dylan Jackson, joins us this week to discuss two of his recent articles which focused on the mental health of law firm staff, as well as the persistent caste system which still exists in the large law firm environment. Jackson talked with a number of people within law firms regarding how firms view the mental health of staffers, what firms are doing (or not doing) to address the issues, as well as how firms value their staff's contribution to the success of the firm. While the days of having a chair tossed at you by a partner might have faded in the past couple of decades, the stress placed on staff to handle more work, and to take on much more strategic missions for the law firm has significantly increased over the past ten years. Jackson found that it is still difficult for even the most senior of staff to get a seat at the table within the law firm, and that old barriers still exist to separate lawyers from the professional staff. In the end, these professionals need to be recognized for their contribution, and they want to be treated with respect.

Information Inspirations The Dark Side of Personality Tests Many law firms are conducting personality assessments on their lawyers and staff. The idea is that if we better understood each other's personalities, we can communicate better. Author Quinisha Jackson-Wright points out in a New York Times piece a significant flaw in personality tests when other use it to "fix" the other person, rather than adapt their own behavior. It's important that workers don't feel like they are being "outed" by being a certain personality type.

KM as a SUSTAINED Innovation Practice Ark Group's new book, Tomorrow's KM-Innovation, comes some of the best practices around Knowledge Management in law firms. Ranging from the diversity needed within KM, to where innovation sits, to the collaboration needed for KM projects to succeed, this book covers it. While the US firms are still trying to define KM, it seems that firms outside the US have a clear vision.

What is your Law Firm's Purpose? Bruce MacEwan at Adam Smith, Esq., builds upon the recent announcement by The Business Roundtable that corporations should no longer view maximizing shareholder profits as the sole guiding principle for its existence. How should this effect law firms? When partners ask the question "What is your Law Firm's Purpose?" of course, compensation is high up there… but what else is its purpose?

Looking to Code? Marlene discovered a fun (and free) place to learn some of the basics of coding. Free Code Camp has a number of options ranging from how to survive a tech conference, to even building your own version of a Flappy Bird game.

Listen, Subscribe, Comment 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. As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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Most of us learned that if you set goals, those goals should be measurable. Sameena Kluck, Vice President of Business Development at Paladin, PBC, sits down with us this week to discuss how Pro Bono goals should also be measurable. While Pro Bono work is primarily viewed as a way for lawyers to do "good work," it has a larger impact than just on those receiving the work. We anecdotally know that Pro Bono impacts professional development, business development, recruiting, retention, attorney morale, marketing, branding, and more. However, there hasn't been a very good way of actually quantifying how Pro Bono works affect the law firm. We've measured our work by the hours we put in (pretty typical for a law firm), but that doesn't really tell us all the story. Sameena walks us through some of the metrics that she and Paladin are measuring to show the true value of Pro Bono work and how it benefits much more than just the Pro Bono client.

Information Inspirations:

AI for the Business of Law Jennifer Roberts, our Data Science Superhero from Ep. 26, has an article in LegalTechNews this week which says that the AI Hype Cycle might be in full swing when it comes to work that lawyers are doing, but that cycle is still in it's infancy when it comes to the business side of the law firm. Specifically in the Business Development and is the Risk Management departments of law firms, AI is just getting started. Roberts lays out examples of ways which AI tools can identify client traits. Predictions and modeling on client's likelihood of attrition, or forecasting client's financial viability, or the buying patterns of clients are just a few things that AI can assist business development professionals. When it comes to conflicts, Roberts writes that AI can reduce the time it takes to clear conflicts by up to 80%. There's definitely some value-add which AI can bring to the business side of the law firm table.

The 1619 Project and Howard University Law Grads The New York Times Magazine launched an amazing expose on the 400th anniversary of slavery in the United States. One section focuses in on four recent law graduates of Howard University. It is a powerful piece which describes the journey of these families starting with their enslaved ancestors, and travel the path through today, and the lawyers' plans for the future. There is also a 1619 Podcast launching this week as well.

Accelerated Learning Mission.org provides concise summaries of management writings, and Marlene points us to one of her favorites. "131 Actionable Ideas from Ten Books I Wish I Had Read Ages Ago." Author Louis Tsai walks through key takeaways of ten management books. In about 10 minutes, you should be all up to speed.

Listen, Subscribe, Comment 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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When mega-legal publisher, Thomson Reuters, acquired regional legal publisher, O'Connor's in January 2018, there were many Texas lawyers and law librarians who worried about what would happen to this very popular publisher. Greg sits down with former O'Connor's Vice President, Jason Wilson, and talks about the history of O'Connor's, why they focused on information design, and the plain English style of writing of their books. Wilson says the secret to good publishing, is spending a good amount of time preparing the material, and a systematic approach to organizing the material in a way that makes sense to the attorneys. While O'Connor's has be gobbled up by Thomson Reuters, Wilson thinks that there is still a lot of room for small and regional legal publishers. In fact, he says it makes perfect sense for large publishers to license some of their more regional or niche materials to smaller vendors so that they can give it the attention to detail those topics need.

Information Inspirations

In a world where you can't swing a swag back at a legal conference without hitting a vendor claiming to have AI which will transform the industry, is ROSS Intelligence pushing it a little too far when they claim that they've pulled legal research out of the "dark ages" and that they've eliminated the need for humans to compile information found in traditional secondary sources (AKA treatises)? Greg suggests that when you read PR like this, have your law librarian test it to see if it really is transformative, or if it is purely PR speak.

Thomson Reuters recently published a white paper called The Next Gen Leadership: Advancing Lawyers of Color (pdf). In a legal industry which is 85% white, and 64% male (compared to US stats of 76.6% and 49.2% respectively), TR sets out to interview 23 attorneys of color across the country to find out what they see white/male attorneys are doing to advance and retain lawyers of color. There are three themes picked up by TR in the interview which cover:

  1. sponsorship to navigate law firm spaces
  2. access to critical assignments, and
  3. increase understanding on the unique experiences of lawyers of color.

Stephen Embry has a great blog post that fits nicely with this topic, and covers the ABA's 2019 Profile of the Legal Profession Report.

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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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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Ian McDougall is the General Counsel for LexisNexis, as well as the President of LexisNexis' Rule of Law Foundation. According to the Foundation, The Rule of Law is made up of four parts:

  1. Equality Under the Law
  2. Transparency of Law
  3. Independent Judiciary
  4. Accessible Legal Remedy

For there to be a true existence of Rule of Law, all four parts must be present in the governments which rule the people. McDougall says that no country has mastered the Rule of Law, and that ideals like democracy and justice can cause significant barriers to the Rule of Law. Without the Rule of Law, there is no true access to justice. Without the Rule of Law, commerce doesn't flow. McDougall is working with partners, including NGOs and corporate operations to establish stable environments, for people, as well as commerce.

Information Inspirations:

We live in an age of massive data, analytics, business intelligence tools which allow industry leaders to gain insights on their organizations, industry, and competition. With all these resources, data, analytics, and insights at their fingertips, Deloitte's recent survey of over 1,000 industry leaders exposes that a majority of these leaders still desire the simplicity of spreadsheets. To borrow from Henry Ford, they desire a faster horse.

Perhaps, like Greg, you are not a fan of cockroaches. Science, however, is making cockroaches useful, and may even save lives during disasters. But even insects aren't immune from technology. Eventually, those roaches with electronic backpacks may still be outsources by their eventual robot replacements.

Patrick McKenna's book excerpt, The Rise of the Legal COO, isn't just for COOs who find themselves reporting to a new Managing Partner. There's a number of questions, and adjustments which McKenna suggests, which will work for practically anyone who finds themselves with a new boss.

While Gen X'ers should be in the prime of their professional careers, Harvard Business Review's recent report may show that companies, and maybe law firms, are going to find themselves with a Gen X problem. Boomers are staying, and Millennials are advancing faster. It's a squeeze on both ends of the generational tube.

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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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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On this episode of The Geek in Review, Anusia Gillespie, the US Head of Innovation at Eversheds Sutherland, sits down with us this week to discuss what she refers to as the "New Big Law" market's inverted approach to innovation. In a market filled with problem solvers, sometimes the innovation we create solves a problem first, and then sets out to find the problem for this solution. Gillespie finds that innovation is disciplined and structured in its approach, but broad and creative in its thinking. Innovation definitely doesn’t live in any one discipline. Innovative solutions might require technology expertise, but it could just as well only require professional development expertise or strict legal expertise. She's convinced that we need to move away from this type of anchoring bias to ensure that, in this time of rebuilding law into New Big Law, legal innovators finally design and implement correct and smart solutions. With the various professionals needed to identify problems, and create solutions, you need leadership, structure, a bit of fun mixed in, and a champion-forward approach. We dive into issues ranging from an overview of how Eversheds defines innovation to case studies of Gillespie's publication on smart solutions for lateral recruitment and onboarding.

Information Inspirations

There are five very good podcast recordings from Legal Talk Networks "On the Road" series from the American Association of Law LIbraries (AALL) conference in Washington, DC. Check it out. Subscribe to it (and to The Geek in Review whle you're at it!!)

Finnemore Craig's managing partner, James Goodnow, writes that his kids don't want to be lawyers! It's not surprising, but is it really all that bad? Maybe.

Our fellow 3 Geek's writer, Ryan McClead, was interviewed by the ACC's Rachel Zahorsky about all those innovation subsidiaries that have been all over the news lately. McClead thinks there may be more sizzle than steak, saying that he doesn't think that anyone is doing it very well, and that the innovation created on the outside, doesn't seem to be making it back inside those firms.

Cat Moon's #FailureCamp was a success. Marlene was excited about all of the Twitter traffic and information that came out of the workshop, and she hinted, pretty loudly, that she'd love one of the cool t-shirts the attendees were issued.

Bonus Nerdy Info Inspo's: Marlene goes full nerd and dives into archaeoludology, the study of ancient games. Not to be outdone, Greg nerds up and points to a recent episode of The Nod which discusses Jerry Lawson, and his invention of the gaming console cartridge.

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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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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After a week of Washington, DC heat and humidity, we are back to discuss all things legal information with a slant toward technology and management. We have a recap of the American Association of Law Libraries annual conference, #AALL19, where Marlene runs through her packed schedule of events which she attended, presented, or wished she'd attended. Greg was just happy to rotate off the AALL Executive Board, which he's been a part of for most of this decade. Don't worry.... there's still plenty of other AALL work for him to do.

On this episode, Marlene and Greg go international for the topics. We talk with Lluis Faus and Masoud Gerami of vLex about the recent merger of Gerami's longtime foreign legal information platform, Justis. Faus and Gerami tell us the story of how they were able to blend the two platforms together, and the process of how they are able to pull together information from over 30 different countries, all with different levels of transparency and access to their legal information.

Information Inspirations

France recently outlawed the use of judicial analytics which allows for the searching and identifying the names of the judges. We reached out to Tara Tubman-Bassirian, a French lawyer practicing in the UK, about the reasoning behind France's criminalization of judicial data. Tubman-Bassirian says that the reasoning rests somewhere between the country's effort to protect its Civil Law structure and the anonymity of the judges, and a flat out fear of what technology might be bringing in the ways of analytics, AI, and other unknown advancements.

Marlene's inspiration comes from our friends at CLOC, and their release of their 2nd Annual State of the Industry Survey. The survey covers topics like Expenditures, Headcount, Technology, and Law Firm Evaluations. Best of all... it's free! Artificial Lawyer blog has a great breakdown of the legal technology portion of the survey.

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Remember that you can 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. We’d love to hear any ideas you’d like us to cover in future episodes. Also, subscribe, rate, and comment on The Geek In Review on your favorite podcast platform.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry! (TIP: Listen to the very end of the show for some "extra" Jerry this week.)

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The law is the law, and should be in the public domain, right?? Well, you'd think so, but it may be up to the US Supreme Court to make that determination in its next session when it takes up The State of Georgia v. Public.Resources.org. We talk with Tom Gaylord, Faculty Services & Scholarly Communications Librarian at Northwestern University Pritzker School of Law, about his thoughts on why the Court granted cert. on an issue that hasn't been on its radar, and how he thinks a minimum of five justices may align on the issue. Tom breaks down possible arguments and what could happen if the Court rules in favor of Georgia's claim of copyright of its statues, or if it creates a bright line rule that statutes are not copyrightable. This is going to be one interesting case to follow.

Information Inspirations

Marlene discusses Carolyn Elefant's article on Whose Data Is It Anyway? and brings up the age old question of just because we can, doesn't mean we should, when it comes to data collection of client information. Lawyers have a special relationship with their clients and must be careful not to damage that relationship through the use of data collection (even if that collection is ethical, and with client consent.

Greg's first inspiration is from Patrick DiDominico and James Lee's article First Our Books, And Now Our Jobs? Paradigm shifts within the legal information profession isn't new, but how we adjust to those shifts can change with each shift. DiDominco and Lee say that there are ample opportunities for professionals who leverage AI to make them individually more valuable to their organization. Is that really true? Maybe... Maybe not.

It's bad enough to have your phone hacked through something called a SIM Swap... but to make matters worse, some phone and data companies don't come to their customer's assistance when they need them most. Marlene discusses two stories where things go from bad, to worse.

Greg's last inspiration this week brings us back to Georgia, where the state court system is totally Nyuk'ed. That's the name of the ransomware software that has infected the state court system and shut it down. One village in Florida had to pay $460,000.00, it's probably going to cost Georgia many times that to unlock their computers.

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Remember that you can 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. We’d love to hear any ideas you’d like us to cover in future episodes.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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It seems that the current workforce is looking for more flexibility in where they work, and how often that means in an office setting, a home office, or in some other remote location. We conducted a semi-Elephant Post episode this week and asked our listeners to call in and leave their stories about the pros and cons of remote working. We have a diverse group of 13 stories ranging from marketers, librarians, attorneys, techies, and more from North America and even from Europe. Key factors are trust, transparency, flexibility, and a fast Internet connection. Walk with us as we celebrate The Geek in Review's first anniversary of podcasts by listening to a baker's dozen of stories of why working remotely works, or doesn't work for people.

Information Inspirations

By popular demand, we bring back the Information Inspirations to the beginning of the episode.

Free the Statutes!!

Marlene points out that the US Supreme Court is taking up the issue of whether states have the right to copyright their statutes. Carl Malamud's PublicResource.ORG is arguing that the law should be outside the restrictions of copyright against the State of Georgia. We are hoping that the Supreme Court frees state statutes out from under the copyright restrictions. As does the Editorial Board of the New York Times.

Video Manipulation is a Problem!

The Washington Post has created "The Fact Checkers" in order to try to identify manipulated videos that are posted online. They created a guide to video manipulation as well as a way for the public to identify videos which they believe are manipulated. This is going to be a huge problem in society, and Marlene and Greg think that there is definitely opportunities for law librarians to play a role in identifying harmful manipulated videos.

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Remember that you can 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. We’d love to hear some (Elephant Post) ideas you’d like us to cover in future episodes.

As always, the great music you hear on the podcast is from Jerry David DeCicca, thanks Jerry!

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There's more to strategy than having a shelf full of binders labeled "Strategy [Insert Year]." That's what this week's guest, Matt Homann from Filament, tells us. Matt's influence in the legal market goes back a couple of decades, and he's been a voice in the blogging sphere for a number of years. At Filament, he works with legal, as well as other industries (like the St. Louis Cardinals) to help leaders better relate and guide their organizations. As he puts it, "we help smart people think together better." Matt believes that the way we tell our stories will help people join in on the overall efforts and strategies of the organization. It's easy to tell our stories to like-minded people, but we also have to tell (and sell) our story to those who are opposed to the strategies. More importantly, we have to reach those in the middle, who could go either way. If you convince that 50-80% of people willing to join you if you give them the right motivation, it can change the entire momentum of your organization's efforts.

Information Inspirations

We flip this week's episode and try something new. Our information inspirations segment will come after the interview. Let us know (@gebauerm or @glambert or call 713-487-7270) and let us know if you like or hate this new setup.

Why isn't data privacy a bigger deal?

There's a great episode of Make Me Smart which discusses Section 230 of the Communications Decency Act of 1996. That section is responsible for the social media and overall Internet that we have today. What caught Greg's ear on this show was that co-host, Molly Wood, went on an absolute rant about how private and government entities are still not taking our privacy data as seriously as they should. Just this week there was a breach at US Customs where facial recognition data was hacked. With things like DNA databases, and other personal data out there in unsecured databases, and with penalties being relatively light, Molly was not a happy camper.

Are states stepping up for consumer information?

Marlene points out that while California's Consumer Privacy Act starts in 2020, Nevada has leaped ahead with their own privacy laws. Even New York is looking to join the list of states requiring more protection of consumer data. Is the path to protection going to be through individual state laws?

Marlene contributes to Casetext's special report

Casetext has released a new special report called "Evaluating and Adopting Legal Technology in 2019." Our very own Marlene Gebauer is a contributor to the report. You can download it for free.

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Don’t forget to subscribe, rate, and comment. Let us know about flipping the information inspirations and the interview. Like it? Hate it? Are you in the middle? (Di we need to tell you our story to win you over?) You can tweet @gebauerm and/or @glambert to reach out. Call us at 713-487-7270 with suggestions. And, thanks to Jerry David DiCicca for the music!

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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.

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.

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.

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.

Smile. You're on the London Metro Facial Recognition Program. The London Metro is using facial recognition to identify criminals. They say that this program has resulted in multiple criminal prosecutions. Watchdog organizations claim that the program has a 90% error rate. Can those two facts exist together?

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Don’t forget to subscribe, rate, and comment. You can tweet @gebauerm and/or @glambert to reach out. Call us at 713-487-7270 with suggestions. And, thanks to Jerry David DiCicca for the music!

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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)  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)  For the small price of a European vacation for a family of four (AKA expensive), you can own your very own AI  powered robot who cleans your house for you while you sleep… and can remember to bring you your favorite beer, hopefully when you're awake.  (5:59 mark)  From MIT, we get " Every Leader’s Guide to the Ethics of AI." Ep. 31's guest, Vishal Agnihotri suggested we look at this, and it ties in with our last episode on algorithmic governance. As AI becomes more and more integrated into business activities, the authors suggest that we treat it, as well as our employees, customers, and the public, with the respect we all deserve. An "AI Mishap" can destroy a company or its reputation. (side note: AI Mishap is the name of Marlene's new Country Band.)  (6:56 mark)  With all the talk about mental health in the legal industry, the NPR report on Where’s Masculinity headed? is perfectly timed. (8:51 mark)  Listen, Subscribe, download Jerry’s music, and Send Us Tweets and Voicemails, Too!! Don’t forget to subscribe, rate, and comment. You can tweet @gebauerm and/or @glambert to reach out. Call us at 713-487-7270 with suggestions. And, thanks to Jerry David DiCicca for the music!

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When you think of algorithmic governance, you may go right to things like predictive law enforcement, or risk assessment of setting bail or prison sentences for those in the criminal justice system. However, algorithms have a much broader application in the legal system, far beyond those criminal justice aspects. Drexel law professor, Hannah Bloch-Wehba walks us through number examples of other areas which algorithm governance is being used. Broad areas which she labels as "typical poverty law settings" of welfare… medicaid… child protective services for example, and those area are continuing to expand. Court systems, administrative law departments, and other government agencies are relying upon algorithms to help with larger and larger caseloads. Algorithms, in and of themselves, are not inherently bad. In fact, it can be very helpful in streamlining processes and alleviate the burden on different government agencies in how to handle these issues. But is it fairer than what we have now? We don't have a good way of demonstrating that. Professor Bloch-Wehba sees the overall effect of algorithms as creating a newer playing field that is bumpy in different ways than the old one. There's still a human element in algorithms, not just in the creation of the algorithms, but also in the acceptance of algorithmic outcomes by those who are tasked to apply them. Add to this, the "black box" which some algorithms live, and how governments are relying upon private industries to create these processes, and an inability for the government to be able to discuss how they work. Can governments give up their duty to be transparent in the name of algorithmic efficiency? How far will a democratic society tolerate with algorithms which it may not fully understand, or trust?

We cover all of these questions and discuss Professor Bloch-Wehba's upcoming Fordham Law Review article, "Access to Algorithms," which will be published later this year.

Information Inspirations

Archive and Delete are not the same. Garry Vander Voort of LexBlog writes about a disturbing trend he is seeing on apps where you might think you are archiving a magazine or a podcast, but in reality, you're deleting it. He has a few suggestions on how developers can use better descriptors, including some good ol' library terms.

Business Intelligence and Data Analytics are not the same. Rob Saccone published and excellent article on Medium a few days ago that is worth reading. We may be looking for unicorns when it comes to having someone who understands the importance of analysis as well as the comprehension of the business model. Saccone has some excellent suggestions of what businesses can do, besides seeking that elusive unicorn.

Being a Leader of a Firm and Understanding What is Going on in the Market is not the same. Tom Clay from Altman Weil suggests that all leaders at law firms take 15 minutes a day to focus on the evolution of their practice and firm.

Being at CLOC, and Reading #CLOC2019 Tweets are not the same... but, we'll take it! Thanks to Jason Barnwell and others who are keeping us connected this week.

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Jim Hannigan, the Director of Legal Project Management at Coblentz Patch Duffy & Bass LLP and a member of the leadership team and standards committee at SALI Alliance walks us through the importance surround data standards when it comes to legal matters. Creating standards is the first step in allowing those of us in the legal services industry to speak the same language, and create ways of comparing apples to apples when it comes to marketing pitches, prior experience, or matter pricing. Hannigan discusses why SALI was created, the release of the first set of matter standards in January of this year, and what to expect at the LMA P3 Conference next month.

We also discuss the current situation with Wolters Kluwer experiencing a ransomeware attack which shut down most of it's online resource tools. WK has been very open about what happened, and is keeping a public statement page open as they begin to bring services back online. Just another reason to watch out for those phishing emails!

Information Inspirations

"Legal innovation needs to learn some new tricks." Rae Digby-Morgan at Wilson Fletcher, tells us that you can't just slap "legal" or "law" onto a process and think that it makes it special. In fact, the legal industry may be a bit too much insular and should open up to non-legal experts to come in and advise us on how to improve our processes. She also reminds everyone that process improvement does not equal innovation. The value-add results of process improvements are expected by our clients… and is the floor, not the ceiling. If you want to separate yourself from the competition, being truly innovative will help.

How a Google Street View image of your house predicts your risk of a car accident. Standford University and the University of Warsaw in Poland have tested Google's Street View images of individual's houses to determine how likely they will be to file an auto insurance claim. Reportedly, they improved predictability by 2%. Scary! Marlene wonders what are the next factors in determining future actions? If you run 5K's, or donate to non-profits?

Kim Kardashian and Legal Team Help Free 17 Prisoners in 90 Days. Although neither Greg nor Marlene watch KUWTK, or follow Kim on Instragram, they have nothing but good things to say about her work to help free 17 people who were imprisoned and drug related charges. Some serving life sentences. If you're going to have power and fame and a platform, using it for social justice is a great way to use it.

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Welcome to a mini-episode of The Geek In Review. Shot on location in Scottsdale, Arizona.

Law School Stress?? No Kidding!

This week, we continue our discussion on how law students can have a stressful time in the three years they are in law school. We can't change what happens during law school, but we've asked some experts to tell us what they do to help law students reduce stress as they prep for finals, and what they can do to be successful as summer associates in law firms.

We finish our series about how law schools are reducing stress by hearing from the following schools:

  • Howard University
  • University of Hawaii
  • University of Houston
  • University of Wisconsin
  • Georgia State University
  • University of Texas

We appreciate these schools (and the ones from last week) taking the time to tell us what all they are doing to help students deal with finals.

Hey Summer Associates... Listen Up!

We also talk with a number of AmLaw 100 firms about what their expectations are for how summer associates can have a successful tour of duty at their firms. Greg and Marlene were at a conference in Scottsdale, Arizona, and they asked a number of their fellow attendees what they do to help summer associates succeed, or what their expectations are for how law schools should prepare them for this work, and what they allow from outside vendors in regards for training as assistance during the Summers' time at the firm.

We will say this to any law students who is listening...make friends with the law librarian. They will help guide you to success.

This Episode brought to you by... Greg's iPhone

We recorded this entire episode on Greg's iPhone. Thanks to all of the law schools and law firm librarians who took the time to talk with us as we were traveling in the desert. This has been a fun one, and we hope you enjoy listening to it as much as we did recording it.

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As always, thanks to Jerry David DiCicca for his original music.

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David Whelan, the Director of Legal Information & the Great Library Society of Ontario, discusses his recent article "The No Legal Research Provider Landscape," and how lawyers, law librarians, and the legal industry looks at legal information services. Do you need to have multiple resources like Westlaw, LexisNexis, Bloomberg or others, or can you get by with just going with one (AKA "Sole Provider.") Do you even really need to go with one of the big services, or can you survive off of the resources provided by the local bar association? Or are there even fewer options for solo small firm environments? David covers this, plus when things are "good enough" for some lawyers to feel comfortable in their practice. And, how that usually runs counter to law librarians and other practitioners who would never be satisfied with "good enough."

De-Stressing the Law Students During Finals

We skip Information Inspirations this week to have a little fun. Anyone who has gone to law school knows that finals time can be stressful. We reached out to a number of law schools to ask them what they do to help students reduce their stress levels during this time. We get some great answers from:

  • The University of Georgia
  • University of San Diego
  • University of Illinois
  • Tulsa University
  • University of Arkansas Little Rock
  • Villanova
  • Richmond
  • Yale

Thanks to all of these schools for sharing. There's some great programs going on at all of these schools. We have a few more who left us messages today, and we'll make sure to get those on the next show.

If your school is doing something to reduce the stress levels of law students, call us on the Geek in Review hotline at 713-487-7270 and leave us a brief (30 seconds or so) voice memo, and we'll get it on next week's show.

One of the things we learned from Yale's Law Library Director, Teresa Miguel-Sterns, is that New Haven apparently does have excellent pizza. Marlene, with her New Jersey skepticism says that she's going to have to try that out first hand. So look out Connecticut...

Government Action on Legal Information

Emily Feltren, Director of Government Relations at the American Association of Law Libraries, gives us a monthly update on what the government is doing in regards to advancing access to legal information.

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As always, thanks to Jerry David DiCicca for his original music.

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One of the best things about the legal industry is that there are multiple pathways to success. We are all trained issue spotters, and our guest on this episode identified an issue and founded a new company to fix that issue. Brian Powers is the CEO and co-founder of PactSafe, a high-velocity contract acceptance platform used by such major companies like Angie's List, UpWork, BMC, TIVO, and others to handle large volumes of clickthrough agreements. We talk with Brian about what motivated him to take on this challenge, and how he sought out to change the way businesses approach these types of contacts, and bring efficiency to the market place, and the legal industry through technology and process improvements. Brian is just one more example of those in the legal field who has found an alternative path through identifying inefficiencies, and finding ways to correct them.

Hat tip to Kristin Hodgins for her tweet this week when she saw that someone said that if law firms are going to us AI, we need ways to collect structured data. Hodgins tweet reply was spot on when she said “Guess who are experts at structured data? Librarians. Google didn’t destroy us; it help us by reducing low-value work like rote retrieval from our duties & allowed us to focus on high-order skills. AI will do the same.” Well said!

Information Inspirations:

We're doing AI Wrong

Zach Warren interviewed Brad Blickstein in a law.com article this week about how law firms are looking at AI the wrong way. When it comes to AI and law firms, Blickstein says that “[AI has] become a top-down thing: What are we doing about AI? It’s like asking, what are we doing about databases? It’s a crazy question. The question should be, what problems do we have, how do we solve them, and is AI or some semblance of AI a potential solution for that?” Brad's company, Blickstein Group, is producing a Legal AI Efficacy report that is due out this summer.

We're Communicating Wrong

This will come as a surprise to no one, but there can often be communications issues between executives and technologists. In a Harvard Business Review article, a scenario is set up between executives and data scientists, and we are walked through some examples on how to improve the communications between the two personalities. The article suggests you have a variety of projects and you build a team based on a variety of skill sets (and goes on to list them-data wrangling, data analysis, project management, subject expertise, storytelling, design)- so that the team can focus on what they do well but you have all the skills needed for a strong data science team. (We have a little fun with the data wrangling job.)

We're Podcasting Wrong

Check out Jared Corriea's latest episode of the Legal Toolkit podcast. Former law librarian, and podcast enthusiast, Tim Baran, has a number of suggestions for those of you who might be considering starting your own podcast. It turns out that Marlene and Greg are violating a few of the suggestions.

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Not many people can make the transition from Ph.D. in Genetics and Genomics, and then to the legal analytics field, but Dr. Carla Rydholm is someone who did just that. For nearly the past decade, Dr. Rydholm has been leading the charge of data analytics at Lex Machina. She is charged with not only acquiring the data large amounts of data but also maintaining that data as it is updated. Dr. Rydholm stopped by Greg's Houston office, along with episode 10's guest, Kyle Doviken to tell us about transitioning from pure scientist, to her current role, and what drives her passion for data analytics, and how the data is used to tell the story, and help attorney's understand what's previously happened, and use that as a guide to better understand where they may be headed. It's a very insightful conversation.

Marlene WIns an Award!

The Private Law Librarians and Information Professionals (PLL-IP) of the American Association of Law Libraries (AALL) is giving Blogger of the Year status to our very own Marlene Gebauer for her outstanding work on this podcast. Congrats Marlene!!

Speaking of AALL, there is a new State of the Profession Survey publication that is of great value to any organization that has legal information professionals. You can find out more, and order your copy at the AALL website.

Information Inspirations:

Marlene points out a recent article called “The Value of Inconvenient Design.” The author uses a case study of assembling IKEA furniture (with that single allen wrench) and how people place value on things where there is a challenge (friction) in producing the end result, versus having something that is just handed to you. There's a need to solve a problem, in order to earn the reward. She ties this back to the theme in many of our shows centering around design thinking--you have to identify what is actually a problem and work backwards from that. Simply making something easier because we can through improved process or tech may actually de-value the experience and make the people involved more unhappy.

There's a lot of mergers, acquisitions, and strategic alliances going on recently in the legal information field. The recent acquisition of Justis by vLex creates a powerful international and foreign law database. The combination of vLex's Colin Lachance, and Justis' Masoud Gerami is sure to be a winning combination. Ed Walter's of Fastcase hinted at more things to come for his legal information service when he talked with us a few weeks ago. Fastcase is collaborating with two expert witness platforms, JurisPro and Courtroom Insight. Fastcase is already punching above its weight class against the big players in the industry. With this latest collaboration, it seems to be punching even harder.

Don’t forget to subscribe, rate, and comment. You can tweet @gebauerm and/or @glambert to reach out.

Call the Geek in Review hotline at 713-487-7270, and let us know if you have ideas on topics we should cover in future episodes.

As always, thanks to Jerry David DiCicca for his original music.

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On this episode of The Geek in Review Podcast, we have a wonderful conversation with Steve Embry of the TechLaw Crossroads blog. Embry walked away from his AmLaw 200 partnership almost a year ago to follow his passion to become a full time legal blogger. He discusses how there is an art to storytelling, and as a lawyer, there are different ways to present those stories. Storytelling is a skill which needs to be honed, whether that is through legal blogging, or through leveraging technology to present your story in a courtroom environment. Embry's passion in this new phase of his life is palatable throughout this interview and even inspires those of us who have been blogging for years to remember why it is we do it.

Information Inspirations:

Ernst and Young is poised to swoop in and acquire Thomson Reuters' managed legal services company, Pangea3. Marlene wonders what this means for the future of both the Big 4 entering the legal market, and what the future objectives of Thomson Reuters in the legal industry.

There is an art to a quality April Fool's joke. Greg points out that the Artificial Lawyer's "Post-It Note Shortage" story was an instant masterpiece.

Marlene is going with a collaboration theme this episode. First up, Legal Design Lab, in partnership with Stanford Codex’s Jameson Dempsey is proposing a Data Commons for Law to advance access to justice, legal tech and legal design. And, secondly, six Big Law firms have recently signed up to Reynen's Court to collaborate and support development and ultimate launch of its service automation platform.

When it comes to the concept of "fail fast," Google seems to be taking that to heart... perhaps, far too often. In the first three months of 2019, Google has shutdown, or announce the discontinuation of multiple platforms. Greg is still feeling the pain of Google shutting down Google Reader some six years ago. Many think that Google's constant failure in projects may eventually harm their brand.

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Don’t forget to subscribe, rate, and comment. You can tweet @gebauerm and/or @glambert to reach out.

Call the NEW Geek in Review hotline at 713-487-7270. Thanks to our first caller, Crawford Appleby of Rulings.law. If you have a product you'd like us to see, or a comment on a topic you'd like us to cover, give us a call, tweet, or even comment below.

As always, thanks to Jerry David DiCicca for his original music.

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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.

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?

Marlene likes the recent 3 Geeks' post by Shashi Kara. In addition to discussing how not all flops are failures, Shashi also wins the marketing award for putting "sex" in the title of his post. There are failures, and there are lessons learned which make future projects successes. It's important to know the differences.

Matt Homann gives presenters ten tips for impressing their audiences. Number one is having a passion about the topic which you are presenting. If you don't feel that passion, neither will those listening to you. That's just the first tip... there are nine more to help you be a better presenter.

The subscription based model is infiltrating the legal industry. Marlene has some suggestions on how lawyers and firms can bring value-added services to improve that model, and keep in line with bar rules as well.

Bonus II's:

Clippy returns... only to be assassinated.

The NY Law Institute is having a National Library Week Peep Diorama Contest.

Comic book databases leave a lot to be desired. Perhaps Marlene could head up R&D??

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Don’t forget to subscribe, rate, and comment. You can tweet @gebauerm and/or @glambert to reach out.

Call the NEW Geek in Review hotline at 713-487-7272 and let us know, preferably in English, if you want us to start producing video promotions of upcoming episodes, or if you have an idea for the show.

As always, thanks to Jerry David DiCicca for his original music.

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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's taken to riding those electric scooters through the streets of Austin.

INFORMATION INSPIRATIONS:

Marlene asks if you'd rather have a Good Boss in a Bad Work Environment... or a Bad Boss in a Good Work Environment? Sounds like a lose/lose, but Marlene does have her preference if she were in that bad situation.

The American Association of Law Libraries has a complimentary snapshot of the brand new State of the Profession.report. Check it out and share it with a friend.

Caroline Hill sat down and talked with six women across a variety of roles in legal technology to discuss how far (or not far) the industry has come when it comes to gender roles.

Our Data Scientist (with a cape), Jennifer Robert, had a recent article out called "It's Time for Law Firms to Place Bolder Bets on Their Data." Okay firms... ante up!

Listen, Subscribe, Download Jerry's music, and Send Us Tweets and Voicemails, Too!!

Don’t forget to subscribe, rate, and comment. You can tweet @gebauerm and/or @glambert to reach out.

Call the NEW Geek in Review hotline at 713-487-7270 and let us know if you want us to start producing video promotions of upcoming episodes, or if you have an idea for the show.

As always, thanks to Jerry David DiCicca for his awesome music.

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On the 30th episode of The Geek In Review, we talk with Debbie Ginsberg, Educational Technology Librarian at the Chicago-Kent Law Library. Debbie was recently quoted in law.com's "Where Are All the Women in Legal Tech?" So we cut right to the chase and ask that question to Debbie. She says that there are lots of women in legal tech, but that those putting on tech conferences need to take more action toward actively recruiting women for speaker and presenter opportunities. One profession where women are a majority, and are heavily involved in legal tech, is law librarians. The American Association of Law Libraries is approximately 75% women, and with the push toward knowledge management, analytics, competitive intelligence, and advancing the legal research and information tools, law librarians are an excellent resource when it comes to professionals in the legal tech market. Ginsberg also talks about the Women in Legal Tech Summit, held right before TechShow in Chicago. She mentions that there is an effort to expand the boundaries of women in legal tech beyond just women lawyers who are working in legal tech, and begin looking for other opportunities. Dovetailing nicely with that effort is Janders Dean, who is putting out a list of 180 highly qualified women speakers for legal tech on their Twitter page. And, Sarah Glassmeyer's crowdsourcing list of underrepresented people in legal tech and innovation.

INFORMATION INSPIRATIONS

Self-care isn’t selfish and can actually help your performance - Author Jenna Cho interviews one of Jackson Walker's partners, Stephanie Sparks, who discusses how she was always waiting until the right time to take care of herself, and eventually realized that there was never a "right time" and she understood that she just had to make that time. Cho's article reminds us that we all need to take some time to listen to your body and mind, and remember that you can't take care of others if you don't first take care of yourself.

Jason Barnwell gets a shout out from Marlene this week on his interview of Kate Ross. This Business of Law Podcast hits all the right buttons on the need for attorneys to collaborate and be transparent, not just with the good things, but how we need to show the warts and all. Greg points out Jason's comment that when it comes to culture in a legal environment, people shouldn't feel that they have "inherited someone else's shoes." This is a must listen for those looking at collaboration and better experiences for your organization.

Marlene talks about how Zena Applebaum reminds us Humans are the Decision Makers… Data Isn't.

And finally, Greg (and most librarians, historians, and researchers) aren't too happy with the Obama Presidential Library's plan to be an all-digital library.

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Thanks to Jerry David DiCicca for his original music.

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The rumor that "print is dead" may have been a bit premature. In this episode we talk with Fastcase CEO and co-founder, Ed Walters about his vision of why print titles are a vital component of a legal publishers arsenal and how Fastcase is using its new Full Court Press imprint to make his company even more competitive. Walters also reveals that Fastcase 7 will soon be making its journey through space, and move from its beta "Mercury" release, and progress to the beta "Venus", and is making its way toward the fulling functioning "Earth" release this summer. And if your were curious… Pluto is a planet. Fastcase is also looking to leverage its 2018 acquisitions of Docket Alarm and Law Street Media to push the company into the future of legal analytics and advancing legal news reporting. If geeky and nerdy are the new sexy… Walters and his group at Fastcase are bringing it back.

We also talk with American Association of Law Libraries Director of Government Relations, Emily Feltren, about the status of making PACER free to all users. The bills are filed in the US Congress, and the amici briefs are filed (including one by Fastcase and Ed Walters) to bring down the price of PACER, or make it completely free. Feltren teaches us more on that topic.

Information Inspirations

Greg had traveling difficulties last week and couldn't make it to the ARK conference on law libraries. Well, he couldn't make it physically. He did, however, get to use zoom to make his presentation to the roughly 100 attendees. And, of course, it couldn't be just any old video presentation. Greg found a way to bring in some green screen action through zoom's background features. Not sure if that counts a sexy, but it was definitely geeky.

Without Fail Podcast - Alex Blumberg, who recently sold Gimlet Media to Spotify for $200M, has a podcast where he interviews entrepreneurs not only about their successes, but also about their failures. On a recent interview with brand revitalizer, Sharon Price John, the CEO and President of Build-A-Bear Workshops, she discusses the vision that change agents need to bring brands back to life. If you're going to turn things around, you have to accept the problems that come with it. You need to embrace that "it might not not be your fault, but it is now your problem."

Herbert Smith Freehills gives its employees ten days which they may focus entirely on innovation. Marlene discusses what that means, and that while this is a great concept, it is important that the employees be given the flexibility to be creative everyday. Perhaps that should also mean more flexibility in when and where they work, and that they be encouraged and supported in traveling more often.

Gen Z's are in college, in law schools, and are entering the workforce. We've talked about them before, but we're not sure that previous generations are really ready to work side-by-side with this "brutally" honest generation.

Are Lawyers Ready to be Managed by Metrics? (American Lawyer) - If you think that legal work is so unique that it cannot be measured, analyzed, predicted, and have a value metric placed upon it… then your days may be numbered. (more…)

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Not all Data Scientists wear lab coats to work. Intapp's Jennifer Roberts wears a cape!

On the latest episode of The Geek in Review, Marlene and Greg dive into the wonderfully geeky world of data science and its application within law firms and the legal industry. Jennifer Roberts, Manager, Strategic Research at Intapp, discusses exactly what it means to be a data scientist, and why law firms are leveraging them to help run their legal operations. When it comes to "the business of law," Roberts says this is where the results of data science steps in and shows its value. Data science can help answer questions like, "how can we predict the price of legal services?" "How can we predict the scope of a matter?" "How can we help with legal project management?" And even "how can we predict what a client's needs are?" Or, "what will these clients buy from us in the future?" Data science and analytics help uncover the facts that not all lawyers and not all legal matters are totally unique. Roberts also helps us answer those naysayers who claim that they do not have enough data, or that they have Filthy Data™.

We finish our LegalWeek question of "how are you changing the legal industry" with our final four responses. This week we hear from:

Michael Boggia - Lookup

Damian Jeal - Hubshare

Kevin O’Keefe - LexBlog

Martin Goulet - Wolters Kluwer

Information Inspirations

For anyone following the happenings (and large fines resulting from) the EU's GDPR, Marlene thinks perhaps this is something that may make its way across the pond. In a recent Corporate Counsel magazine article entitled, "Cisco's Chief Legal Officer Expresses Support for American Version of GDPR" (subscription needed), Mark Chandler of Cisco supports the need for more regulation on privacy.

Greg talks with Emily Feltren of the American Association of Law Libraries, about recent legislation submitted that might finally move PACER from behind a paywall.

Marlene's second information inspiration is about "Why People Still Don’t Buy Groceries Online." Americans buy almost everything online these days, so why hasn't online grocery shopping taken off? Is this one of the last "tactile" experiences that we are holding on to, or have we just not had the "aha!" moment yet with online grocery shopping experiences?

The final information inspirations talks about what it really means to have access to justice. In the New York Times opinion piece, "Everyone Needs Legal Help. That Doesn’t Mean Everyone Needs a Lawyer," .

Look for us at the ARK Library Conference in NYC this week.

Don’t forget to subscribe, rate, and comment to The Geek in Review on your favorite podcast platform. If you comments, compliments, or suggestions, you can tweet @gebauerm and/or @glambert to reach out.

Thanks to Jerry David DiCicca for his original music.

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"All Problems Are Communications Problems."

This is Greg's go-to phrase when it comes to working with and leading others. Marlene actually beats Greg to the punch this week when they talk with this week's guest, Heather Ritchie. Heather is the Chief Knowledge and Business Development Officer at Hicks Morley Hamilton Stewart Storie LLP in Toronto, and as her title suggests, she wears multiple leadership hats at her firm. In her recent ILTA KM article, "12 Ways Marketing & Business Development Can Leverage Library & Knowledge Management Teams," Ritchie walks us through the value of collaborating between the Marketing/Business Development, Knowledge Management, and Library operations of a law firm. Knowing who brings what talent to the table is key to creating stable and successful environment which results in wins for the law firm.

How Is Your Business Changing the Legal Industry?

In part two of our three part series, we hear from four more providers of legal industry products on how they are changing the industry. This week we hear from:

  • Ben Shelley - Intelligent Voice
  • Rick Merrill - Gavelytics
  • Serena Wellen - LexisNexis Context
  • Matt Spiegel - Lawmatics

Information Inspirations:

Warning: Greg goes to a bit of a dark place this week after a dreadful morning of social media experiences. Whether it was reviewing "memories" in Facebook, or the Twitter arguments of how LegalWeek and alt.legal are echo chambers for the elites (or are they?), or how racists Tweets from well known political leaders caused one of Greg's favorite podcast hosts to break down in a recent episode.... It's been interesting. Will Greg leave Twitter? (Vegas says "not likely.")

Marlene goes total "Geek" this week with her inspiration of "Conversations with Robots: Voice, Smart Agents & the Case for Structured Content." She explains where we are with our current web interactions, where we were supposed to be by now, and where we are going. If you are a fan of understanding how information is structured, searched, accessed, and enhanced on the web... this geektacular explanation is for you.

Greg and Marlene, as well as Toby Brown and other 3 Geeks' members will be at the ARK Library conference in New York next week. Ron Friedmann wrote a preview of his talk on "Information is Power + Profit" on how the old adage of "Information is Power" also brings about profit. We hope to see you there on the 21st! Registration and information is located here.

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Vanderbilt Law School Professor, Cat Moon, doesn't just have one of the coolest names in the legal industry, she also brings insights and a perspective on the human element of legal project management. Human centered design thinking is a core function of her teaching. It all goes back to the fact that you can teach law students, lawyers, and legal managers all the concepts in the world, but it's all for naught if you leave out the human element. Professor Moon also gives a brutally honest view of why women in the legal field tend to leave law firms in order to pursue their creative and life passions outside the firms.

Marlene and Greg are recently back from Legalweek in New York. While there, they went around to a number of vendors to ask a simple, but relevant question, "what are you doing to change the legal industry?" This week, we get the perspective of four vendors:

  • Christina Rosas - Reorg Research
  • Shmuli Goldberg - Lawgeex
  • Matt Kroll and Andrew Moeller - PwC
  • David Kamien - Mind Alliance

It is a fairly easy question, but one company that had a hard time answering? Thomson Reuters.

Information Inspirations

James Goodnow interviews American Lawyer Editor Gina Passarella

Fennemore Craig, PC Managing Partner, James Goodnow asks AmLaw Editor Gina Passerella what she observed from the panels at Legalweek. Passerella notes that clients are craving data analytics, but that law firms are not producing them. Perhaps because it is not in the firm's best interest to do so??

Legalweek had a KM Managers' Day

Legalweek isn't just for e-discovery (although, there's a lot of that!) There was an entire day, and multiple discussions on the value of knowledge management in the legal industry.

SALI Releases Version 1 of Legal Matters Standards

The mission of SALI (Standards Advancement for the Legal Industry) is to help define exactly what services the legal industry provides by creating a standard language surrounding legal matter types. It's an ambitious, but important step in helping law firms and clients to have a common language to speak so that they understand each other.

Alternative Legal Service Providers have a distinct advantage over law firms... Capital investment in tech.

Marlene listened to a recent episode of Legal Speak called "Move Over Big Law. It's Time for an Alternative." Once again, Jae Um discusses how lawyer's value isn't defined in six-minute increments. .

Even the New York Times wants Free PACER - but what would that mean for the courts?

The call for FREE PACER even reaches the pages of the New York Times. We all want it to be free, but Greg puts on his Devil's Advocate hat (complete with horns) and takes a view from the unpopular side of what does FREE PACER mean for the courts and its technology? Who is actually benefiting from FREE PACER?

Don’t forget to subscribe, rate, and comment to The Geek in Review on your favorite podcast platform. If you comments, compliments, or suggestions, you can tweet @gebauerm and/or @glambert to reach out.

Thanks to Jerry David DiCicca for his original music.

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On our 25th episode of The Geek In Review, Marlene Gebauer and Greg Lambert sit down and talk with Ivy Grey, Director of Business Strategy for WordRake. Ivy's recent Above the Law article, “Curiosity Is The Foundation For Innovation” discusses the disconnect between employers who think they promote creativity in their employees, versus employees who think that their bosses actually stifle creativity in the workplace. Ivy breaks down the nuances between creativity and innovation. Ivy points to law firms like Reed Smith, who are actually giving their attorneys and others (approved) time to come up with creative processes, and letting the employees build upon these ideas. The key is to allow people to think and be creative, and imagine possibilities that don't even exist.

On that note, we'd like to point out that Baker McKenzie announced the hiring of a couple of creative and curious rock stars, fellow geek, Casey Flaherty as their new Director of Legal Project Management, and Geek in Review interviewee Jae Um, as their Director of Pricing Strategy. Hope they are ready for long memos filled with emojis!

Greg flew through Dallas Love Field this week during a Herb Kelleher celebration. Southwest's original CEO was well known for creative marketing, and Greg was a little disappointed that he didn't get a free bottle of Chivas when we got off the plane. For a great story of how Southwest got its start, check out the Business War's Podcast on Clearing the Runway.

Information Inspirations

Microsoft Assistant General Counsel, Jason Barnwell, wrote a timely piece called "Bricklayers and Architects." His own experiences on being able to come up with a creative process to streamline and M&A deal back when he was an associate at a BigLaw firm, dovetails nicely with Ivy Grey's discussion. That great idea which would have saved a lot of time in creating the closing binders??? Stifled. Why? The billable hour.

We are all way too familiar with the phrase Fake News, but what do you know about Deepfakes? Pew Research discusses how well fake videos, created with artificial intelligence, are causing issues with understanding what is real, and what is fake. Check out more at "Looks Can Be Deceiving: Deepfakes" on the Pew podcast.

Marlene likes gamification ideas, so the collaboration between Stanford and Suffolk law schools on the Learned Hand game is right up her alley. It's not just a game, however, it is used to train the Natural Language Processor of machine learning algorithms. Read more at the Pew Research website, or at the Lawyerist.

Don’t forget to subscribeto The Geek in Review on your favorite podcast platform. If you comments, compliments, or suggestions, you can tweet @gebauerm and/or @glambert.

Thanks to Jerry David DiCicca for his original music.

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With the partial government shutdown approaching one month, Marlene and Greg attempt to make some sense of what this means for those of us who rely upon the information produced by the US Government. On this episode, we have an extended talk with Emily Feltren, to uncover what's working and what's shutdown. While the federal courts are still functioning, they are running on borrowed time, and are scheduled to run out of funds on January 25th. The Pew Research Center has listed a number of data sources which are not being updated during the shutdown. The OMB also has a list of agency shuddered at this time, and assume that the libraries are also closed. If you're hoping to submit a Freedom of Information Act (FOIA) request... good luck. Agencies my accept them, but they may not have anyone to process them. Basically, it's a cluster-fudge right now in D.C.

Joel Lytle, Director of Information Security at Jackson Walker, talks with Greg about the issue of .gov sites which are unable to renew their security certificates during the shutdown. It may not be all that bad... for now.

Information Inspirations:

The law library world lost a legend this month with the passing of Eileen Searls. In addition to being an influencer in the law library world, she is also the aunt of Eve Searls, who along with Jerry David DiCicca, performs the music you hear on The Geek In Review.

It's been six years since the information world lost Aaron Swartz to suicide. Check out the documentary, The Internet's Own Boy, to learn more.

Do you have $29 and a grudge? A recent Forbes article talks about the dirty world of social media influencing and how individuals are using The Spinner to make people quit their jobs, have sex, and even convince spouses how playing video games is a good thing.

It's National Pizza Week.

Kudos to recent Florida Attorney, Haley Moss, for passing the bar. That might not sound like something that would warrant congratulations, but when you learn that Moss was diagnosed with autism early in life. Not only did she pass... she's also already employed.

And finally, Marlene covers BOTS and the automation of client-facing, and back-office operations.

Tweet @gebauerm and/or @glambert to reach out.

Thanks to Jerry David DiCicca for his original music.

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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.

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.

Speaking of how to make gravy... Greg discussed the Southern delicacy of Chocolate Gravy over your breakfast biscuits. It's not for everyone.

Information Inspirations

Must listen to podcast from This American Life called The Room of Requirements. The second of three stories covers the tale of The Brautigan Library, a fictional place where unpublished manuscripts went to live forever. Based on the book, The Abortion: An Historical Romance a 1966 novel by Richard Brautigan. Someone decided to make that place a reality, and it was fascinating to listen as the librarian makes it happen, watches it collapse, and then reborn. Librarians, and lovers of librarians should listen to all three stories. Librarians really do create magical places to fit the needs of their communities. Greg thinks the Brautigan Library stories parallels the Knowledge Management world. Where information goes... waiting until someone needs it.

Marlene discusses a number of year-end podcasts which discuss design theory, innovation, project management, CI, and many of the other concepts and practices that we live with everyday while trying to administer large law firms. Whether it is the design process behind drawstring trash bags, in spite of all the naysayers, how the first draft is always bad, or the sage advice of "things want to be bad. Your job is to keep trying to make them good."

Comments, Compliments, and Thank You's

As we prepare for more episodes and interviews for 2019, don't forget to subscribe, rate, and comment to The Geek in Review on your favorite podcast platform. We are even on Amazon's Alexia... which might explain one of Greg's eerie stories. If you comments, compliments, or suggestions, you can tweet @gebauerm and/or @glambert to reach out.

Thanks to Jerry David DiCicca for his original music. Law Librarians should make an effort to check out his latest album, as a fellow member of the American Association of Law Libraries, Eve Searls, is the backup singer, and piano/organ player on the album. Support your fellow law librarian!

We also wish fellow law librarian, David Whelan, a safe return of his brother who was detained in Russia over the holida

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Just because someone is a really good lawyer, doesn't necessarily mean they are ready for the leadership positions of a large law firm. Marcie Borgal Shunk, President and Founder of The Tilt Institute Inc., talks with us this week about how she helps partners and others in law firms understand the leadership roles they take on. Whether it is a seasoned equity partner, or a newly christened associate just starting out, everyone should have a strong understanding of what it means to lead others. A good succession plan can help ease people into the role, rather than thrusting everything on them when they take over. Marcie discusses what it means to be a leader, and how she helps train them to take on that responsibility.

Emily Feltren, Director of Government Relations for the American Association of Law Libraries, joins us for her monthly update on government actions on legal information. Emily gives us a year in review report of the wins, losses, and draws of the 115th Congress and the upcoming changes she sees in the 116th... besides investigations. There will be some old friends leaving at the end of 2018. Luckily, Emily is working to make new friends in 2019 so that access to justice and access to government information expands.

Information Inspirations:

Marlene Gebauer reviews the first article in the new ILTA KM White Paper. Taking on the article of "What Legal KM Professionals Can Learn from KM in the Big Four," from Cindy Thurston Bare of Foundation Software, and Vishal Agnihotri of Hinshaw and Culbertson. The article discusses the KM streams that the Big Four accounting firms use, and how those parallel to the legal KM structure. In this day and age of alternative legal providers, it helps to understand how the competition is looking to gain a competitive edge over how you work. Cindy and Vishal give a good outline of some of the processes that are happening in the Big Four, so that you do not fall behind the curve.

Greg remembers back when the Internet was newish, there was a thought that as copyrighted material fell into the public domain, the Internet was going to be an ocean of open access materials. Well... the Digital Millennium Copyright Act put a twenty year hiatus on items falling into the public domain. That comes to an end at the end of this year. Items from 1923 will become public domain materials come January 1st. Granted, we're twenty years behind (and Google Books may have taken a bite out of the DMCA), but the flow of information begins again come the first of the year.

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. <!--

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It's the episode of The Geek In Review that Greg has dreamed about. Beer law!

Courtney Selby, Associate Dean for Information Services, Director of the Law Library, and Professor of Law at Hoftra University Law School, walks us through the strange and interesting topic of beer laws. Selby has immersed herself in the topic for years, and has an upcoming publication with W.S. Hein on Brewery Law including a national survey of state laws on the topic. Not only does Courtney Selby explain some of the more bizarre rules around beer, ciders, and other alcohol laws, she also give some great suggestions on different beers to try.  https://www.linkedin.com/in/courtney-selby-069b5652/

The Geek In Review is now available on Spotify and Stitcher platforms. That brings us up to over a dozen platforms. So make sure that you subscribe on whatever your favorite platform is. Chances are, we're there.  https://open.spotify.com/show/53J6BhUdH594oTMuGLvANo?si=XeoRDGhMTjulSEIEYNtZOw https://www.stitcher.com/podcast/anchor-podcasts/the-geek-in-review

Information Inspirations:

Rob Saccone's article, Fractal dysfunction and the mathematics of #biglaw innovation, discusses moving your innovation ideas off of the drawing board and into measurable actions. Saccone brings out his inner-math nerd to walk us through the fractals and the vectors of making innovation more than just an abstract concept. Shout out to Jae Um for her inspiration on this article. https://medium.com/@robsaccone/fractal-dysfunction-and-the-mathematics-of-biglaw-innovation-bb71abcde145

Tom Idles' article, Want to create a diverse and inclusive workplace? AI might not offer the solution you hope it could, discusses the desire that some have for using AI to help with issues like inclusion and diversity, but Marlene thinks we still might need to get the "human" part of the process cleaned up a bit more before turning it all over to the robots. https://www.virgin.com/entrepreneur/diversity-and-ai-workplace

Charles Duhigg's article, The Real Roots of American Rage, is out in the Jan/Feb issue of The Atlantic. If you think that anger doesn't have a purpose in society, you'd be wrong. In fact, anger can drive change better than many of our other emotions. The problem is, when the purpose of anger moves away from trying to leverage it to make something better, over toward the area of revenge, where the purpose is to try to cause harm to others. Duhigg takes us on a journey from an angry little town in Massachusetts in the 1970s to the modern-day political anger we see in America. This is a must read. https://www.theatlantic.com/magazine/archive/2019/01/charles-duhigg-american-anger/576424/

Cordell Parvin's LinkedIn article, 25 Things I Wish Someone Had Told Me When I Was a Young Lawyer, is a great list of things that every young (or even old) lawyer should think about when using their non-billable time. Marlene jokes that one thing that Parvin omitted was "make friends with your information professional." There were a number of items on the list which a librarian, KM, CI, or business development professional could help you set up. So before you start checking things off the list, go see your librarians! https://www.linkedin.com/pulse/lawyers-25-things-i-wish-someone-had-told-me-when-young-parvin/

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.  https://open.spotify.com/artist/2zK20J4miKH4eF6LW1HyGq?nd=1 https://itunes.apple.com/us/artist/jerry-david-decicca/874638238

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This week, we talk with CEO and Principle of Sente Advisors, Ryan McClead. Ryan is also a frequent contributor to 3 Geeks. His new venture into consulting and solution building is unique, in that his team builds across multiple platforms to find creative solutions for the problems we all face in the legal industry. Just as in life, very few solutions to our problems are found in one place. Ryan discusses what Greg refers to as Legal Jazz Innovation - the combining of things which have never been combined before. Listen as Ryan takes us through the twists and turns of how he uses his experience as a legal technology innovator, musician, writer, and consultant to creatively weave together a solution. https://www.linkedin.com/in/rmcclead/ https://www.senteadvisors.com/

In addition to Ryan's Jazzfest... there is going to be a Geekfest in NYC on February 21st, 2019. Marlene, Greg, and 3 Geeks' own, Toby Brown, are going to be speaking at the Ark Group conference on Best Practices & Management Strategies for Law Firm Library, Research & Information Services. (Which is a mouthful to say.)  https://www.ark-group.com/event/best-practices-management-strategies-law-firm-library-research-information-services-1#.XA1Yx2hKiUl

Marlene reminds American Association of Law Libraries (AALL) members to take the time to fill out the State of the Profession survey. AALL extended the deadline to December 14th, so go fill that survey out and help your fellow legal information professionals by sharing your knowledge.

Check out Caren Luckie’s post on Legal Competitive Intelligence. It’s a great primer to help explain what CI is in the legal field. https://ripslawlibrarian.wordpress.com/2018/11/27/competitive-intelligence-in-a-nutshell/

Greg has two words for Thomson Reuters following the news this week that they are laying off 3200 employees... "NOT HAPPY!" You can learn more details from Jean O'Grady's post, including the potential for TR reducing services and products.  https://www.deweybstrategic.com/2018/12/thomson-reuters-layoffs-to-continue-along-with-office-closings-and-elimination-of-products.html

Marlene has a follow-up on her hopes that CIVIL Media Company would help shift the world of Journalism through blockchain and its cryptoeconomic system. Unfortunately, the Initial Coin Offering was a flop, and CIVIL is giving refunds for those who invested. All is not lost, however. There may be a more simplified offering in the making, and Marlene still holds out hope. http://civil.co/

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.  https://open.spotify.com/artist/2zK20J4miKH4eF6LW1HyGq?nd=1

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Marlene and Greg went to Raleigh, North Carolina to visit the LexisNexis Technology Center. While there, they got a tour of the facilities and introduction to some of the business techniques implemented by the Lexis team. Jeff Pfeifer sat down and explained Lexis' new rapid development techniques, including Sprint Design Thinking, and Agile Development Principles. This type of development processes means things move quickly, and problems are broken down into small chunks to solve. It also means that Lexis looks for developers who can collaborate and work directly with the customers to identify issues, and create solutions in days and weeks, rather than months or years.

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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,  https://jerrydaviddecicca.bandcamp.com/

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. 

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. https://www.technologyreview.com/s/612404/is-this-ai-we-drew-you-a-flowchart-to-work-it-out/

Emily Feltren, Director of Government Relations at the American Association of Law Libraries, breaks down the post-election results and the upcoming lame duck and new Congressional sessions. It's never dull in DC, and Emily confirms that the action continues through the transition.

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Sometimes when you drop by Greg's office, he will ask if you'll sit down for an interview for the Geek In Review Podcast. This week, Scott Mozarsky, Managing Directory for North American at Vannin Capital fell into that trap, and even Marlene jumped in on Skype and joined the conversation. Scott was the former President of Bloomberg Law and has been in the legal media industry for decades. During the discussion, Mazarsky talks about how the Knowledge Management skills found in law firms can be applied to some of the same analytics and processes found in Litigation Finance. He also walks us through how Litigation Finance is changing, and that a lot of business is being driven by the needs of large law firms... not just plaintiff work.

In the segment that Marlene and Greg are now calling Information Inspiration, Greg discusses how, even after multiple years of security training, it took a episode of the Reply All podcast to finally scare him straight and up his security game. Hackers are no joke, and using strong passwords, encryption, and password managers are a must in today's scary... scary world. 

Marlene and Greg also listen to the new AI newscaster that China's media just launched. Neither of them were all that impressed, but perhaps this is the wave of the future for disseminating information. 

Marlene discusses the gig economy in law that wast covered in the latest Think Like a Lawyer podcast. Joe Patrice interviewed two leaders from the new Lawclerk company which provides on-demand lawyers for projects. It's much more complex than you're probably thinking it is. Is it the future of lawyers? It's probably part of the future.

Thanks again to Jerry David DeCicca for allowing us to use his original music. Go check out Jerry's songs on Spotify, iTune, or at his website.

Let us know what you think about the show. You can tweet us at  @gebauerm or @glambert.

Find links at www.geeklawblog.com

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On this episode of The Geek In Review, we talk with the new Executive Director of the American Association of Law Libraries, Vani Ungapen. Vani discusses her initiation into AALL and having to learn all of the different acronyms that Law Librarians like to use. 

Greg was inducted into the College of Law Practice Management as a Fellow. While at the CoLPM meeting, former Harvard Law School President, Martha Minnow discussed her mission as the Vice-Chair of the Legal Services Corporation, and the need to help those who cannot afford legal services to not fall through the cracks. 

To dovetail with Martha Minnow's topic, check out the work that is going on with The Bail Project, which created a rotating bail fund to help those who are sitting in jail, primarily because they cannot post bail. Greg ponders if there is something that legal associations could do to support these types of projects in support of access to justice issues.

Marlene went to the latest Ark Group KM meeting (apparently there was a Fortnight dance involved?) While she was there, she asked Vivian Liu-Somers, Ron Friedmann, Phil Rosenthal, Phil Bryce, and Meredith Williams-Range about how does Knowledge Management impact innovation. 

Perhaps the most exciting change this week is that we have new music from Jerry David DeCicca. Jerry is a well-known Americana musician and former lead singer of The Black Swans. There is a law library link in this music in that AALL member, Eve Searls, sings back up, and plays keyboard and Wurlitzer on Jerry's latest album, Burning Daylight. We are very excited that Jerry is letting us use his fabulous music on the Podcast. Check out his Spotify (https://open.spotify.com/artist/2zK20J4miKH4eF6LW1HyGq?nd=1), and iTunes (https://itunes.apple.com/us/artist/jerry-david-decicca/874638238) channels. 

If you have comments or suggestions, please tweet us at @gebauerm or @glambert.

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Brandi Hester, Applications Development Manager for Hunton Andrews Kurth, discusses how the modern Applications Development team focuses less on actually developing applications from scratch to providing a services, security, access, and connecting the dots on all that data. She walks us through the plethora of “AAS” (as a service) options which law firm IT departments use, and she talks about “Shadow IT” groups found in law firm departments and practice areas. Brandi also shares some great insights on being a woman in a field that historically has favored men in app dev roles.

Marlene (@gebauerm) and Greg (@glambert) enjoyed their week off from the podcast and discuss their individual travels to Chicago, and across Texas. Greg also got to present (virtually) at the University of Oklahoma and discovered that many other law firms are struggling to promote their professional development programs due to the issue of “if it ain’t on the final, or the bar exam… students won’t make the effort to attend.” This was an issue discussed recently in an Above the Law article. Professional Development For Law Students: How can students best take advantage of their school’s professional development programming? https://abovethelaw.com/2018/10/professional-development-for-law-students/

Marlene found a new podcast called Women in Law, On the Record, from Greenberg Traurig’s Allison Stewart. Stewart was featured in a recent Law.com article. https://www.law.com/americanlawyer/2018/10/19/greenberg-traurig-associate-launches-podcast-for-women-in-law/ Women in Law, On the Record (iTunes) https://itunes.apple.com/us/podcast/women-in-law-on-the-record/id1437819781?mt=2

Filed under the topic of “did it, or didn’t happen??” is the recent Bloomberg report on China’s alleged hacking of Apple, Amazon, as well as US Military and other government computers through a computer hardware chip smaller than a “small grain” size of rice. Everyone is denying that it happened, but Marlene and Greg wonder how this is going to affect cloud-based projects within law firms?

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On this episode we will talk with Jeff Marple, Director of Innovation, Corporate Legal at Liberty Mutual Insurance company. Plus, we have our monthly update on government action in legal information from AALL’s Director of Government Relations, Emily Feltren. So, it’s an action packed episode, so grab a drink of your choice and settle in for a good one.

15:13 - Jeff Marple, Director of Innovation, within Corporate Legal at Liberty Mutual discusses what it is like to be the innovations guru within a large corporate legal environment. The key is incremental change, lots of communications, having the customer in the room, and publicly executing poor performing processes or projects in the town square.

07:22 - Emily Feltren, Director of Government Relations at American Association of Law Libraries (AALL), gives us her monthly update on happenings in the legal information field in regards to government actions. There are a number of bills at the federal level focusing on opening up access to PACER (the backbone of the federal court docket system.) Is free access to PACER on the horizon? Seem that there are a number of politicians looking to do just that.

00:45 - Marlene (@gebauerm) walks us through how "Thinking Like a Lawyer" might be exactly what we need in this highly polarized environment we live in. https://www.law360.com/articles/1089175/

03:00 - Greg (@glambert) discusses his "book report" from Kim Cameron's leadership book, "Positive Leadership: Strategies for Extraordinary Performance," on Positive Communications and how high performance teams interact and communicate. https://amzn.to/2BZHKBq

Please feel free to Tweet us at @gebauerm or @glambert with any comments you have about this episode of The Geek In Review. Please take a moment to subscribe, comment, and rate us so that others can find us.

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Laurent Wiesel, Founder and CEO of Justly, talks with us about leaving his BigLaw partnership to create a startup focused on litigation analytics. Wiesel discusses how he saw that there was a growing gap between what clients were asking on issues of pricing and process, and what law firms were able to deliver. (https://justly.com) Greg (@glambert) talks about his ability to post an actual written blog post this week about who is the customer (https://bit.ly/2OXZIIc) If you haven't checked out Jason Barnwell's podcast "The Business of Law" yet (https://bit.ly/2xXDCOO), Marlene (@gebauerm) suggests that you do. Jason has an extended interview our episode 11 guest, Jae Um. Marlene also suggests checking out Gimlet Media's "Casting Call" (https://castingcallshow.com/). Casting Call is a reality audio series that chronicles the search for the next great podcast host. Don't forget to subscribe, rate, and leave a review!

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On this episode, we interview Alameda County Law Library Director, Mark Estes, and get his insights on how modern county law libraries support their communities, and how their communities support them.

Marlene and Greg were interviewed for The Digital Edge Podcast (https://is.gd/VtMVi5)

Marlene (@gebauerm) discusses the creepy ideas behind Augmented Eternity (https://is.gd/YlI7uS), as well as the proper methods behind YouTube apology videos (https://is.gd/9f4q9z).

Greg (@glambert) recommends listening the CBC's new podcast, Undercover: Escaping NXVIM (https://is.gd/nkPHFw), and the ideas behind a manipulation process called "Engineered Epiphanies." Plus, why you shouldn't name buildings after people who are still alive. (https://is.gd/cOHopa) Added feature … Marlene struggles with pronouncing Alameda.

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Marlene (@gebauerm) and Greg (@glambert) talk with Legal Rebel, Jae Um (@jaesunum), Founder & Executive Director at Six Parsecs, about her unique writing style (it involves the use of emojis), and her ideas behind her series on Legal Innovation Woes. Greg breaks down a conversation which amplified the idea of why it's important to be seen as a driver for the firm's bottom line, and how he deleted Facebook and twitters apps from his phone, as well as how didn't melt while in Arizona over the weekend. Marlene talks about CIVIL, a new cryptocurrency model helping to rebuild trust and integrity in journalism. Marlene also needs some suggestions on multi-player mobile games. Ones in which she can win. Links: Jae Um's Legal Innovation Woes: https://bit.ly/2wQbddH CIVIL: https://bit.ly/2NbcpCw

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This episode has it all. We talk with Kyle Doviken, Senior Director at Lex Machina about their analytics tool, and about Kyle’s passion for helping out in the Austin community through substantial Pro Bono efforts. Greg disturbs a recent third-time father, Noah Waisberg, CEO of Kira Systems to see how the acquisition of $50 million in minority funding will help Kira expand its reach into the legal market and, according to Waisberg, well beyond the legal market. We are adding a new (hopefully) installment of updates on government actions, public policy, and other actions affecting the legal information profession. Emily Feltren, Director of Government Relations at the American Association of Law Libraries fills us in on potential actions coming before the midterm elections, and AALL’s push to fill the Privacy and Civil Liberties Oversight Board. Marlene recommends a Netflix movie called American Animals —warning for librarians… rare books are stolen! And, Greg discusses buy vs build.

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Marlene (@gebauerm) and Greg (@glambert) talk with the University of Oklahoma School of Law’s Director of Technology Innovation, Kenton Brice. Kenton discusses how OU is leveraging the advances in technology to expand upon the university’s commitment to not only teach students how to think like a lawyer, but to also have a grasp of some of the skills needed to practice law efficiently. The Geek In Review also received a nod from The Legaler Blog (bit.ly/2wvelLg) as one of the best legal podcasts right now. Of course, #ILTACon18 was a smashing success for those who attended. Checkout the tweets for some of the ideas shared at the conference. Also, congrats to David Hobbie for pulling together a great show. Just when you thought you figured out the Millennial Generation… get ready for Gen Z. This new generation is now old enough to start law school. The more you know, the better prepared you’ll be in adjusting to this well connected, vocal, and empowered generation. bit.ly/2wsiu2s

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On this episode of The Geek In Review, Marlene (@gebauerm) and Greg (@glambert) talk with long time friend and colleague Emily Rushing, Competitive Intelligence Director at Haynes and Boone in Dallas, Texas. In Emily's decade at Haynes and Boone, she has implemented a stellar competitive intelligence process and has found a method of encouraging partners to share information and to build trust among throughout the firm. In addition to traditional CI tools, Emily has leveraged her firm's CRM tool in ways that would make most of us in other firms envious.

Once again, Marlene and Greg get to record this week's podcast together while Marlene is visiting Texas. Greg also "triple-dog dared" Marlene to reach out to one of their podcasting heroes, "Make Me Smart's" Molly Wood while Marlene was in Austin.

With ILTACon wrapping up this week, they also cover a couple of items they saw on social media about law firm websites, as well as teaching law firm management skills to law students.

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On this episode of The Geek In Review, Tom O'Connor, Independent Litigation Technology Consultant, talks to us about his recent blog post, What in the Wide World of Sports is Going on at ILTA? bit.ly/2Bi3FVM In addition to ILTA's woes, Tom covers other issues regarding member associations, and how new entries into the legal vendor market are changing the vendor-customer relationship… and not for the better. Greg discusses his role as the "World's Okayist Dad" and his inability to find his rental car's gas door release switch while in New Jersey. Marlene is on a trip to Texas, so the podcasting duo actually get to sit in the same room and record this episode. Marlene also has a speaking engagement coming up at the Ark Group's 14th annual Knowledge Management in the Legal Profession, entitled "Game On! Using 'Gamification' to Engage Your KM Users. bit.ly/2Pj1GmX

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On this week’s episode, Greg speaks the couple of words of French he learned on vacation.

Marlene talks about mentor/mentee relationships and Sheryl Sandberg’s discussion on how the #MeToo era places an external strain on promoting these relationships. Marlene touches on the three founders of Black Women Talk Tech, Esosa Ighodaro, Regina Gwynn, and Lauren Washington, as well as Sophia Amouruso and others on the importance of mentoring.

Greg also covers the “psychological safety” of having trust between team members (https://is.gd/a0ZBYk), and somehow connects airport malls to Bob Ambrogi’s recent interview (https://is.gd/wbWBeQ) of LegalZoom’s Chaz Rampenthal. (Listen to follow that line of thinking.)

This week’s guest is Lisa Rush, Director of the Travis County Law Library in Austin, Texas. She is on the frontline of Access to Justice issues by streamlining processes within the civil, and criminal courts. Lisa’s work is solving a huge issue many courts face.

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Marlene Gebauer (@gebauerm) and Greg Lambert (@glambert) review the American Association of Law Libraries (AALL) Conference in Baltimore, along with a review of products launched at the conference, privacy concerns surrounding mega-information vendors and the government, and the wonderful filthiness of keynote speaker, John Waters.

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Marlene Gebauer interviews Ayelette Robinson about her transition from KM Attorney to award-winning actress and voice-over specialist. Ayelette discusses how acting isn't about "pretending" but rather it's about showing our real selves and injecting our own unique perspectives.

Marlene discusses the five training modules on security awareness. Technology and security all go hand-in-hand. But it wasn't all work. Somehow Marlene discusses not one, but two articles regarding technology, ethics, and individuality. Both straight out of fashion magazines.

Greg recaps his conversation with LexisNexis in Chicago last week, and about the harmful affects that tying unrelated products together has on the legal industry, and how Lexis' lack of disclosure should make for an interesting law library conference in Baltimore. Links: https://www.geeklawblog.com/2018/07/podcast-episode-4-understanding-place-focus-others.html

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Greg Lambert and Marlene Gebauer talk with Duke Law School's Cas Laskowski about software and applications designers moving away from simple User-Centered Design, and think more about Impact-Conscious Design models. This is a follow up to Cas' 3 Geeks' blog post back in April. Marlene also discusses new games for the summer, and flexible space utilization in libraries. Her dog, Georgie, also makes a guest appearance. Greg went to Alabama over the weekend and got a lesson in leadership from his brother-in-law on being a leader and letting the experts be the experts. He is also finishing up his AALL presidency and looking forward to Baltimore. More Links Here: http://www.geeklawblog.com

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Marlene Gebauer and Greg Lambert interview Casetext's Chief Legal Research Officer and co-founder, Pablo Arredondo. Pablo describes his beginnings as a Kirkland & Ellis attorney who thought his research tools should do much more than they did... and then he went out and created those tools. Greg and Marlene discuss their busy weeks and a few things that caught their attention. For Greg, it was mainly serving on a jury, and drinking a beer (or two) with LexBlog's Kevin O'Keefe. Not at the same time, of course. Marlene made her way into Brooklyn and caught up with the NYC law librarian crowd. One of her friend's gave her a mic to help with her new podcasting career. And, it was her "Birthday Week." Here are some links discussed in the podcast this week: Emerging Trends Webinar: goo.gl/S1GbHU Greg's Facebook Live Talk with Kevin O'Keefe: goo.gl/PB1QrE Training the 21st Century Lawyer: Envisioning a Legal Industry Alliance: goo.gl/hQeZ5y Original Music by Kevin MacLeod: goo.gl/xp4mf

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Marlene Gebauer and Greg Lambert launch The Geek in Review with a discussion of legal information publisher's push to kill print and make a de facto operating system where you have to go to get your legal information. Marlene also discusses her attendance at a legal management conference. Plus, Greg celebrates his 10th anniversary on Twitter. Zena Applebaum also joins in and discusses her recent article about "My Non Life." Life working inside of law firms as a "non-lawyer" and how it is actually good to be a "non" and the diversity and experience that comes along with it. Zena's blog post can be found at https://www.geeklawblog.com/2018/06/my-non-life.html