The Geek In Review

This week we welcome Tom Martin, founder of LawDroid, a pioneering AI platform aimed at transforming legal workflows through automation and no-code solutions. Tom shares his journey from practicing law to creating LawDroid, which supports legal professionals with tools designed to streamline tasks, enhance client communication, and automate document preparation. Throughout the conversation, Tom emphasizes how LawDroid is reshaping legal tech and access to justice, especially for underserved communities, by integrating generative AI and language processing into accessible, customizable applications.

Tom dives into the advantages of generative AI in legal practice, noting how tools like LawDroid take the heavy lifting out of document summarization, drafting, and other language-intensive tasks. He describes how AI-driven “agents” provide round-the-clock assistance to clients, effectively extending support beyond traditional working hours. The discussion also covers Tom’s views on AI’s potential to increase accessibility in the legal field, particularly through collaborations with legal aid organizations, allowing individuals to quickly find information and resources following natural disasters or legal challenges.

Beyond practical tools, Tom discusses how LawDroid leverages no-code options, enabling law firms of all sizes to customize solutions without heavy technical knowledge. He highlights LawDroid's AI receptionist, lead capture bots, and document automation features, which empower legal professionals to serve clients more efficiently and affordably. Tom also shares insights into how LawDroid’s adaptability allows it to serve various legal practices, from estate planning to client intake processes, with options for those looking for hands-on or fully supported implementations.

The conversation further explores the implications of AI on the legal profession’s future, including both the potential for job transformation and the significant efficiency gains that AI brings. Tom reassures listeners that while AI may shift certain roles, it ultimately enhances lawyers' ability to focus on complex and meaningful work, opening doors for expanded client bases and reduced costs for legal representation. He also speaks to data security, underscoring LawDroid’s commitment to protecting client data and privacy in compliance with ethical standards.

To conclude, Tom shares his thoughts on the importance of fostering a collaborative legal tech community, reflected in his co-founding of the Legal Technology Awards. He underscores the need to continually recognize leaders in the industry who are committed to social impact, innovation, and improving access to justice. As the interview wraps up, Tom looks forward to future developments in AI, advocating for an inclusive legal system that leverages technology to guarantee access to justice for all.

For more insights from Tom Martin and to learn about LawDroid, check out the links below.

Links & Resources

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert
⁠⁠⁠⁠⁠Email: [email protected]
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

TRANSCRIPT

This week we welcome back Laura Leopard and Phil Flora from Leopard Solutions to discuss their latest innovation, the PROWESS platform. This newly launched tool aims to transform the way corporate legal departments manage and evaluate their relationships with outside counsel. As Leopard Solutions embarks on this new phase after its acquisition by SurePoint, Laura and Phil delve into how PROWESS brings unprecedented capabilities to legal teams by centralizing data, enhancing decision-making, and simplifying the selection process of legal talent.

Laura explains that the PROWESS platform was born out of the need to streamline the outdated methods many in-house legal teams use to locate outside counsel. Rather than relying on personal contacts or spreadsheets, PROWESS leverages Leopard Solutions' extensive database of over 6,000 law firms to offer data-driven insights. The platform allows legal departments to search for attorneys and law firms by specialization, diversity metrics, and even billing structures, providing a comprehensive overview that helps corporate counsel make informed, strategic choices for their legal needs.

One of the key features of PROWESS is its 360-degree firm report and ranking system, powered by Leopard Solutions' unique data-driven methodology. Phil explains how the platform’s rankings go beyond traditional metrics, focusing on firm growth, retention, and diversity within the attorney ranks. By incorporating continuous updates and client feedback, the ranking system serves as a real-time indicator of a firm’s standing in the market. Over time, the platform will enable in-house teams to provide feedback on engagements, further refining the rankings and enabling firms to showcase the quality of their work.

The PROWESS platform also offers law firms an opportunity to proactively market their strengths. Law firms can contribute their own data to the platform, such as alternative fee arrangements and attorney billing rates, which helps them stand out in searches. Laura and Phil highlight how this “passive marketing” tool allows firms to differentiate themselves in a competitive market, as corporate clients can explore and assess options they may not have previously considered. Phil emphasizes that this feature is particularly valuable for smaller and mid-sized firms, allowing them to compete alongside larger firms by showcasing their specific expertise.

In closing, Laura and Phil share their vision for the future of PROWESS. They envision it evolving into a more comprehensive marketplace, potentially allowing firms to bid on posted matters. Both are excited about the potential for increased transparency and efficiency in the legal industry as PROWESS matures, facilitating stronger relationships between law firms and in-house legal teams. With plans to integrate AI-driven features and client feedback mechanisms, Leopard Solutions is poised to shape the future of legal talent management and engagement.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert
⁠⁠⁠⁠⁠Email: [email protected]
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

This week we welcome Tim Follett, the founder and CEO of Structure Flow, a visual structuring tool designed specifically for lawyers. The conversation begins with a light-hearted discussion about recent events each attended. Greg shares his experience at the KM&I conference in New York, while Tim recounts his time at the Legal Geek conference in London. Marlene, not to be left out, talks about participating in Houston's Biketoberfest at the ION innovation hub and her insightful presentation with Ian Wilson from Servient on eDiscovery workflow.

Tim delves into his experience at Legal Geek, highlighting the festival-like atmosphere and the palpable momentum within the legal tech ecosystem. He notes a significant increase in focus on AI and legal technology, emphasizing how these tools are becoming integral in the industry. The diversity and growth of the event reflect the expanding interest and investment in legal tech solutions worldwide.

The discussion transitions to the critical role of data visualization in the legal sector. Tim explains how his frustrations as a corporate attorney—particularly the tedious process of creating structure charts in PowerPoint—led him to develop Structure Flow. He underscores the importance of visual tools in capturing and communicating complex information, making it more accessible and understandable. Visualizing relationships and connections help lawyers cut through complexity, a necessity in today's intricate legal landscape.

Exploring the integration of AI, Tim describes how Structure Flow leverages artificial intelligence to enhance data visualization. By using large language models, the platform can automate the translation of written language into visual diagrams, effectively reducing manual workload and increasing efficiency. This capability is particularly useful in tasks like legal entity rationalization, where visualizing extensive data sets can be daunting and time-consuming.

Looking ahead, Tim shares his vision for the future of visualization tools in the legal industry. He envisions a seamless, interconnected tech stack where lawyers can initiate new matters with AI assistance, pulling in all necessary information and working across multiple platforms through a unified interface. This integrated approach aims to reduce mental load, improve collaboration, and ultimately transform how legal professionals interact with complex data. The episode concludes with Tim's enthusiasm about expanding Structure Flow's presence in the U.S. market, bolstered by recent Series A funding, and his insights into the evolving landscape of legal technology.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert
⁠⁠⁠⁠⁠Email: [email protected]
Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

This week, we talk with a team of innovation leaders from the law firm Faegre Drinker. The guests included Shawn Swearingen, Chief Innovation Officer; David Gross, Design Lab co-founder; and Ruben Gonzalez, Design Lab Director. The discussion centered around the relaunch of Faegre Drinker's Legal Design Lab in Scottsdale, Arizona, exploring its origins, evolution, and impact on legal problem-solving.

The Legal Design Lab's inception traces back eight or nine years when an associate at the firm, Helen Chacon, reconnected with her Stanford Law School friend Margaret Hagan, who was pioneering the concept of legal design. Intrigued by the idea of applying design thinking—a user-focused, empathetic approach to problem-solving long used in other industries—to the legal field, the firm embarked on a deep dive into the methodology. This included David (DJ) Gross auditing courses at Stanford's D-School and team members like Kate Rozavi designing courses on visual advocacy at the University of Minnesota Law School.

The relaunch and relocation of the Design Lab to Scottsdale were influenced by several factors, notably the firm's merger that expanded its geographic footprint and the practical considerations brought about by the COVID-19 pandemic. The move allowed the firm to acquire a significantly larger and more cost-effective space. With input from architects, designers, and Margaret Hagan herself, the new lab was designed to be a flexible, creative environment featuring movable furniture and an industrial aesthetic, fostering collaboration and innovation.

Throughout the podcast, the team shared concrete examples of how design thinking has been instrumental in solving complex legal challenges. One such example involved simplifying a profitability tool for lawyers by using a color-coded system akin to credit score reports, making it more accessible and actionable. Another highlighted the use of tennis balls to demystify crystallography during a jury trial, showcasing how visual aids and empathetic explanations can lead to successful outcomes. These instances underscore the lab's focus on user-centric solutions and visual advocacy to enhance understanding and efficiency in legal processes.

The guests also discussed the challenges of integrating design thinking within the traditional legal framework, particularly in encouraging open-mindedness and collaborative participation among lawyers and clients. They emphasized the importance of a learning mindset, active listening, and the willingness to embrace creativity and risk-taking. To further disseminate these ideas, the team mentioned an eBook available on their website, aimed at introducing legal professionals to design thinking and visual advocacy concepts.

Links:

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: [email protected]

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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

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

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

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

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: [email protected]

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

This episode of "The Geek in Review" explores MinterEllison's strategic adoption of Microsoft Copilot, delving into the practical implications and challenges of implementing generative AI within the legal industry. Guests Amber O'Meara, Head of Innovation, and Tim Andrews, Director of IT Operations, discuss the firm's multifaceted approach to generative AI, emphasizing its potential to enhance client experiences, boost productivity, and empower their legal professionals by automating mundane tasks and allowing them to focus on more complex legal work. This strategic vision, endorsed by the firm's leadership, drove their decision to participate in the Copilot Early Access Program, providing valuable insights and shaping their implementation strategy.

One of the key takeaways is MinterEllison’s measured and strategic rollout of Copilot. Rather than a firm-wide deployment, they opted for a phased approach, prioritizing specific personas and departments that would benefit most from the technology. Initial challenges included data jurisdiction limitations, the inherent "fear factor" of adopting new technology, and user inertia stemming from unmet expectations. The firm addressed these obstacles through a comprehensive training program, incorporating a dedicated "Gen AI Time" initiative, collaborative sessions with Microsoft, and a "reverse mentoring" program for partners. This multifaceted approach, coupled with internal communication and a knowledge-sharing platform, fostered enthusiasm and addressed concerns, leading to impressive user satisfaction and reported time savings.

MinterEllison's training program played a crucial role in the successful adoption of Copilot. Combining internally developed resources with vendor-provided training, the program addressed both the technical aspects of using Copilot and the art of prompt engineering. The firm’s innovative approach of dedicating fee-credited time for generative AI training proved highly effective, incentivizing participation and demonstrating leadership commitment. This investment in their people, combined with gamification elements like their internal “Mint Coin” cryptocurrency, fostered a competitive spirit and encouraged active engagement in the learning process.

Finally, the conversation touches on the broader impact of generative AI on the legal industry. MinterEllison envisions a future where AI tools are widely adopted, reshaping traditional law firm models and creating new roles focused on innovation and technology. They emphasize the importance of ongoing collaboration, both internally and within the legal community, to address client privacy concerns, share best practices, and navigate the evolving landscape of AI in law. The firm's commitment to responsible AI usage, guided by their “Lighthouse Principles” and an AI steering committee, underscores their dedication to ethical implementation and client data security. They also see the potential for generative AI to contribute to access to justice initiatives and support social impact work, highlighting the transformative potential of these technologies beyond the traditional boundaries of legal practice.

Links:

Amber (Burgess) O'Meara | LinkedIn

Tim Andrews | LinkedIn

MinterEllison: Overview | LinkedIn

MinterEllison - MinterEllison

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: [email protected]

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

This week, we welcome back Serena Wellen, Vice President of Product Management at LexisNexis Legal and Professional, to discuss the newly launched Lexis Protégé tool. This advanced AI assistant is designed to enhance legal professionals' workflows by personalizing responses based on individual user profiles, including practice areas, jurisdictions, and document management systems. Wellen emphasizes that the future of AI lies in personalization, enabling Protégé to understand user habits and preferences, thereby improving its utility in legal settings.

Serena elaborates on how Protégé collects user data and integrates with existing document management systems (DMS). The setup process includes heavy lifting from LexisNexis, ensuring that the AI understands user roles and permissions, and can access relevant documents seamlessly. She stresses the importance of transparency and user control in the personalization process, allowing users to opt in or out of certain features as they see fit. This approach ensures that the use of Protégé aligns with the unique needs of individual law firms and practitioners.

Integration with Microsoft 365 applications like Word and Outlook is another significant feature of Protégé. Wellen explains that legal professionals spend a considerable amount of their time in Microsoft tools, and the AI's ability to enhance productivity within these familiar environments is crucial. With features such as smart drafting tools, automated legal requests, and contextual awareness of user actions, Protégé aims to streamline workflows and reduce the time spent on repetitive tasks. The seamless connection between Protégé and Microsoft applications represents a shift toward more efficient legal research and document drafting processes.

Serena also addresses the pressing concerns of security, privacy, and data protection in AI applications. LexisNexis prioritizes the security of customer data by utilizing advanced encryption and private cloud infrastructures. Importantly, she clarifies that customer data is not used to train their models, maintaining confidentiality and trust. By ensuring that users have control over their data and how it is used, LexisNexis aims to alleviate fears surrounding the adoption of AI technology in the legal sector.

Finally, she shares insights on future developments for Protégé, including the incorporation of voice commands and horizon scanning features, which will further enhance legal research capabilities. As AI continues to evolve, Wellen envisions a future where legal professionals can engage with technology in more intuitive ways, allowing them to focus on the complexities of their work without being bogged down by manual processes. Overall, the conversation highlights the transformative potential of AI in the legal industry, underscoring LexisNexis’s commitment to supporting legal professionals with innovative, personalized tools.

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: [email protected]

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

This week, we sit down with Ted Theodoropoulos, CEO of InfoDash and host of the Legal Innovation Spotlight podcast. Ted brings over 25 years of experience in legal technology and has been instrumental in developing platforms that enhance collaboration and knowledge management in law firms. During the conversation, Ted shares the origins of InfoDash, the challenges of transitioning law firms to cloud-based systems, and the role of generative AI in both legal practice and business operations. The episode offers valuable insights for those interested in how technology is reshaping the legal industry.

Ted begins by explaining the journey of InfoDash, which evolved from a consulting firm called Acrowire, focused on building bespoke intranets and extranets for law firms. Recognizing the need for more innovative, cloud-based solutions, Ted and his team relaunched as InfoDash in 2022, just as law firms were moving en masse to Microsoft 365 and grappling with the shift to hybrid and remote work. This transition, Ted explains, has been challenging for firms accustomed to on-premises servers, a concept he refers to as “server huggers.” However, he points out that the cloud offers undeniable advantages, especially for firms looking to adopt AI-driven tools in the future.

The conversation then turns to the role of generative AI in the legal industry. Ted and the hosts discuss how AI tools like ChatGPT and Microsoft Copilot have generated excitement, but also disappointment, as their capabilities have yet to fully meet the specific needs of law firms. While generative AI shows promise in tasks like summarization and drafting, Ted cautions that the technology is not a "silver bullet." He emphasizes the importance of oversight, particularly given the risks associated with hallucinations in AI-generated content. However, he believes that AI's potential is vast, especially in the business side of law, where firms can automate administrative tasks without the regulatory hurdles that affect client work.

Knowledge management (KM) and innovation within law firms is another key topic of discussion. Ted notes that while KM has been a longstanding function in many firms, it often varies in scope and effectiveness. He highlights the recent rise of "innovation" roles in firms but warns that some of these are more about appearances than actual advancements—a phenomenon he dubs "innovation theater." Ted argues that for firms to truly innovate, they must be willing to take risks and accept failure as part of the process. He calls for a more standardized approach to KM and innovation roles but acknowledges that cultural differences between firms make this difficult to achieve.

The episode concludes with a look toward the future of legal technology. Ted advises firms to adopt a cautious, incremental approach when implementing new technologies, such as AI. He warns against making large, reactionary investments based on the fear of missing out and encourages firms to start with small pilot programs that can be scaled as they yield results. By focusing on business of law use cases first, firms can gain early wins and build confidence in their technology strategies, avoiding the pitfalls of overpromising and underdelivering.

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: [email protected]

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

This week we talk with Ed Walters from VLex to explore the Autumn 2024 release of VLex’s Vincent AI platform. Ed discusses a series of transformative updates that are turning Vincent AI from a legal research tool into a comprehensive platform that integrates drafting, transactional, and research tasks. These updates include new workflow tools, redlining capabilities, and an innovative feature called Prompt Assist, which enables users to have more control over the AI’s responses by asking follow-up questions to refine their queries. This added transparency and auditability make Vincent AI more user-friendly and trustworthy, as Ed highlights throughout the discussion.

One key feature of the Autumn 2024 release is the introduction of multi-turn conversations within the AI’s responses. This enhancement allows users to continue asking follow-up questions, enabling a deeper exploration of legal issues without needing to start from scratch each time. We discuss how this mirrors tools like Perplexity, where AI can provide follow-up prompts to help users navigate complex inquiries. Vincent AI goes further by asking clarifying questions to ensure the results are tailored to the specific needs of the user, such as identifying which party is at risk in a contract.

Ed emphasizes that legal professionals are not just conducting research for academic curiosity—they need actionable tools integrated into their workflow. Vincent AI’s new capabilities, such as drafting briefs or analyzing redlines, reflect this shift by focusing on providing immediate, actionable insights. Ed explains how these workflow tools enable lawyers to dive straight into their work instead of first sifting through research results, creating a more efficient and integrated process for legal professionals.

A significant highlight of the episode is the introduction of VIDA (Vincent in Docket Alarm), a new feature that combines VLex’s Vincent AI with Docket Alarm’s vast repository of court documents. This integration allows legal professionals to conduct deeper analyses of litigation trends, law firm strategies, and individual lawyer performance, offering unprecedented insight into how cases are being handled. Ed humorously mentions a suggestion from the VLex team to call this feature “DIVA” (Dockets in Vincent AI), but for now, it remains VIDA. This new development provides law firms with enhanced analytical capabilities to explore their own practices and those of competitors.

Finally, the episode concludes with Greg and Ed discussing the broader implications of these tools for law firms, especially in managing large, multi-jurisdictional projects. Ed explains how the 50-state survey feature, a traditionally burdensome task, can now be completed in minutes, making it easier for firms to scan legal landscapes across the U.S. and globally. As Greg points out, this capability not only streamlines the process for legal teams but also creates new opportunities for firms to offer innovative services to clients. Throughout the episode, the conversation showcases how Vincent AI’s latest updates are pushing the boundaries of legal technology.

Links:
– https://www.vlex.com/vincent

Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: [email protected]

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

This week, we sit down with Rachael Bosch, the founder and managing director of Fringe Professional Development, to discuss the importance of communication and leadership development within the legal industry. Rachael, with her extensive background in law firm talent management and certifications from prestigious institutions like the NeuroLeadership Institute, Harvard Law School, and Cornell University, offers valuable insights into the role of brain-based coaching in fostering effective workplace environments. Her passion for helping professionals grow and succeed shines through as she discusses her journey from a decade-long career in law firm talent management to founding Fringe Professional Development.

Rachael explains her decision to leave a stable career at Paul Hastings to start her own company, citing her love for professional development and her growing interest in communication challenges within law firms. She describes how these challenges often stem from poor communication practices, such as being too direct, too passive, or using the wrong platform, which can lead to misunderstandings and inefficiencies. Rachael's background in theatrical performance also contributes to her fascination with human behavior and motivation, which she has channeled into developing innovative training programs that focus on improving workplace communication and leadership.

The conversation delves into the concept of brain-based coaching, a method that combines neuroscience and leadership development to help professionals understand and improve their communication and leadership skills. Rachael emphasizes the importance of self-awareness and emotional intelligence in effective communication, noting that many professionals struggle with these aspects. She explains how brain-based coaching helps individuals recognize cognitive distortions and other psychological barriers that can hinder their ability to communicate effectively. By grounding coaching in neuroscience, Rachael is able to offer a more fact-based approach that resonates with her often-skeptical audience of lawyers.

Rachael also shares some of the challenges she has faced in promoting coaching within law firms, particularly the resistance from attorneys who believe that only other attorneys can truly understand their issues. She argues that the "clarity of distance"—the idea that a coach who is not deeply entrenched in the legal industry can offer a more objective perspective—is actually a strength in coaching. Additionally, Rachael highlights the importance of upward feedback in professional development, describing how Fringe Professional Development's tools help law firms gather and utilize feedback to improve leadership and team dynamics.

Rachael predicts that the legal industry will face a conflict between a new generation of partners who deeply care about creating supportive work environments and a new generation of associates who maintain a more detached, boundary-driven approach to work. She emphasizes the need for bridging this gap to create cohesive, caring teams. Rachael's insights provide valuable takeaways for legal professionals looking to improve their communication and leadership skills, as well as for firms aiming to create more human-centered workplace cultures.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠