Reinventing Professionals

I spoke with Vinny Liu, a project manager at Level Legal, a provider of e-discovery managed services. We discussed how to measure the success of an e-discovery project, best practices for managing an e-discovery project cost-effectively while maintaining quality and completeness, and the role of artificial intelligence in e-discovery.

I spoke with David Kamien, the Founder and CEO of Mind-Alliance Systems, a provider of MindPeer, a business development and customer intelligence software platform. We discussed how the increased availability of data has affected the way law firm leaders approach marketing and business development, who is responsible for client intelligence in a modern law firm, and balancing human talent and technological support in legal business development.

I spoke with Doug Kaminski, the Chief Strategy Officer for Purpose Legal, formerly Cobra Legal Solutions, an alternative legal services provider. We discussed the company's rebranding effort, best practices for ensuring a seamless transition in changing corporate identities, and how its new name aligns with industry trends.

I spoke with David Gaskey, the Founding Shareholder at Carlson, Gaskey & Olds in Birmingham, Michigan, and the Co-Founder with Vasu Mahavishnu, the Chief Technology Officer, at Altumatim, an e-discovery and investigations software platform. We discussed the process of developing AI technology in a rapidly changing market, the expectations that practitioners have for e-discovery technology, and why data science is become so closely connected to the practice of law.

I spoke with Greg Coates and Kennan Samman, the VP for Generative AI and the Vice President for Global Product Sales, respectively, at Litera, a software company that provides document lifecycle, deal management, and firm intelligence solutions to the legal profession. We discussed how Litera is integrating AI into the company's portfolio of products, ways that AI helps lawyers provide more value to their clients, and the steps law firm leaders should take to prepare their firms for the increased usage of AI.

For this mixtape from Wednesday, May 17, 2023, at the 2023 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with Ed Sohn, SVP and Global Head of Capabilities at Factor, Jason Smith, Senior Principal for Strategy and Transformation at Conga, Jerry Levine, Chief Evangelist and General Counsel at ContractPodAi, Jerry Ting, Co-Founder and CEO at Evisort, Nathan Cemenska, Director of Legal Operations and Industry Insights at Wolters Kluwer ELM Solutions, Oscar Vega, EVP for Global Sales & Marketing at KLDiscovery, and Roger Pilc, President of Legal Solutions at Epiq.

In this sixth episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ending Q2 on a high note, reallocating budgets, and evaluating emerging technology.

For this mixtape from Tuesday, May 16, 2023, on-site at the 2023 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with John Patzakis, the Executive Chairman and Chief Legal Officer at X1, Kris Satkunas, the Director of Strategic Consulting at LexisNexis CounselLink, Sean West, the Co-Founder of Hence Technologies, and Vishal Sunak, the Founder and CEO of LinkSquares.

I spoke with Matt Patel, the co-founder and Chief Operating Officer of Malbek, a contract lifecycle management software platform. We discussed the advantages for law departments that use a CLM platform versus handling their contracts manually, how legal teams are deploying AI in their contract management processes, ways that legal is collaborating with procurement, and mistakes legal teams leveraging CLM should avoid.

I spoke with Andy Cosgrove, the Chief Strategy Officer at TCDI, a provider of e-discovery software and services. We discussed how legal teams distinguish between technology and services in a crowded marketplace, ways that innovation differs between legal teams in corporations, law firms, and legal tech service providers, and how to manage the complexities of data-driven legal risks.