LawNext

Ep 261: A Year Into His Tenure at UnitedLex, CEO James Schellhase on How the Company Is Embracing Innovation


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One year ago, in September 2023, James Schellhase was named chief executive officer of the alternative legal services provider UnitedLex. The move was particularly significant, as he was only the second person ever to hold that title at the company, having succeeded Dan Reed, who cofounded UnitedLex in 2006 and had been its CEO ever since. Reed is now chairman of the board.

A year into his tenure, Schellhase joins LawNext host Bob Ambrogi to discuss how UnitedLex is seeking to embrace innovation and leverage technology to transform legal service delivery. He talks about what this change in leadership means for the company now and into the future, how the company is embracing generative AI to drive its technology-enabled services, and why he believes the company's crown jewel is its India-based workforce.

Schellhase is no stranger to the legal industry. He was formerly executive chairman of McCarthyFinch, developer of a suite of AI-driven contract management software that Onit acquired in 2020, and before that was CEO of e-discovery company DiscoverReady, which Consilio acquired in 2018. Before joining UnitedLex, he was most recently CEO of risk management company Breakwater Solutions.

Thank You To Our Sponsors

This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.

  • Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.

  • Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).

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