The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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I spoke with Greg Ward, the Founder and Co-Managing Member of the Ward Law Group, a personal injury firm with offices in Miami, Orlando, and New York. We discussed the best practices for growing a personal injury practice, how law firm founders balance personal growth with their law firm's success, and ways that technology is changing the practice …
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I spoke with Craig Robrock, the Assistant General Manager at The Wyoming Inn. We discussed the secret to taking advantage of a hotel's natural environment, how guest preferences have changed, and best practices for encouraging team members in various roles to collectively support a vacation property’s mission.…
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I spoke with Jody Glidden, the Founder and CEO of Postilize, a company leveraging generative AI to support business development for lawyers, accountants, and professional services firms. We discussed pitfalls that legal services providers should avoid in marketing, how the type of professional service that one provides affects the approach to marke…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 29
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In this 29th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ILTACON 2024, the practical application of generative AI, and creating new opportunities.저자 Ari Kaplan
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The Changemakers Report and Modern Law Firm Leadership
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I spoke with Debbie Foster, CEO of Affinity Consulting, Jen Sherman, Chief Operating Officer at CARET, and Laura Wenzel, Global Marketing and Insights Director at iManage. The three companies are part of a consortium that supported The Changemakers Report: How Midsize Law Firms Are Achieving Growth Through Adaptation, featuring the perspectives of …
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What a fun and informative mixtape from #ILTACON2024, featuring Susana Branum, Director of Marketing, Opus 2, David Cambria, Managing Director - Legal Business Advisory, Epiq, Aaron Crews, Chief Innovation Officer, UnitedLex, Mike Fouts, Global VP, Sales & Marketing, ShareFile, Ross Guberman, CEO, BriefCatch, David Horrigan, Discovery Counsel & Leg…
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How Legal Professionals Should Evaluate AI-Powered Applications
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I spoke with Eleanor Lightbody, the CEO of Luminance, a provider of artificial intelligence technology that empowers contract generation, negotiation, and analysis. We discussed the company's artificial intelligence platform, its $40 million Series B round of funding to expand its operations in the U.S., and how legal professionals should evaluate …
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How AI is Affecting the Way Law Firms are Processing Payments
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I spoke with Nic Beique, the Founder and CEO of Helcim, a digital payments company for various professional services providers, including law firms. We discussed the qualities and capabilities law firms should look for in a payment provider, the advantages of using payment technology separate from practice management tools, and how artificial intel…
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I spoke with Rich Hale, the Chief Technology Officer of ActiveNav, a data discovery and governance software provider that serves various sectors, including legal. We discussed Zero Dark Data, how ActiveNav leverages AI, and the way the company uniquely approaches data discovery and governance.저자 Ari Kaplan
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The Factors That Contribute to Burnout Among Legal Professionals
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I spoke with Bill Potter, the Vice President of Presales Engineering at Nuix, a leading provider of investigative analytics and intelligence software. We discussed the whitepaper Burnout to Breakthrough: The Role of Technology in Reshaping Legal Wellness, the factors that contribute to burnout among legal data services professionals, ways that team…
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Advice for CTOs Facing the Opportunities and Challenges of Generative AI and LLMs
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I spoke with Karl Chapman, the CEO of Kim Technologies, a no-code, patent-protected SaaS solution that generates and operates enterprise applications from content, including large language models. We discussed advice for chief technology officers facing the opportunities and challenges presented by generative AI and LLMs.…
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Using AI to Help Midsize Law Firms Predict Financial Outcomes and Profitability
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I spoke with Jonathon Fishman, the CEO of LeanLaw, a timekeeping and billing platform for small and midsize law firms. We discussed how midsize law firms can leverage financial data to improve operational efficiency and profitability, the challenges they face in managing financial operations, and where AI can enhance their ability to monitor the st…
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Assessing the Return on a Law Firm's Online Marketing Activities
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I spoke with Travis Hoechlin, CEO of RizeUp Media, a digital marketing agency focused on website design, SEO, Google pay-per-click ads, and social media for law firms. We discussed how law firm marketing teams should allocate investments in website design, SEO, Google pay-per-click ads, and social media, ways that law firms can assess the return on…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 28
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In this 28th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed unicorns, enthusiasm for legal tech, and moving from the era of wonder to practicality in generative AI.저자 Ari Kaplan
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Measuring Contract Performance and Highlighting Underperforming Terms
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I spoke with Steve Reynolds, the Chief Strategy Officer for Emburse, a travel and expense management technology company. We discussed the release of Air Contract Audit, which analyzes and audits business travel contracts with airlines, best practices for measuring contract performance and highlighting underperforming terms, and how corporate counse…
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Reimagining the Law Firm Business Model with Innovative Programs and Services
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I spoke with Francesc Muñoz, Chief Information Officer at Cuatrecasas in Barcelona. We discussed the most important technology issues that law firms in Europe face, the success of Cuatrecasas Acelera, the advantages of law firms creating new models of supporting clients, and how law firms will continue to reimagine their services and business model…
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Trends Driving the Need for Content Collaboration and Real-Time Engagement
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I spoke with Adrienne Lester, the Senior Director of Business Services at ShareFile. We discussed the trends driving the need for more content collaboration and real-time engagement, how ShareFile's solutions help law firms keep pace with changes in the practice of law, where legal professionals are leveraging technology to support their compliance…
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I spoke with Andrea Miskolczi, the Founder and Director of InterAlia Consulting, a strategy and transformation advisory boutique for legal leaders. We discussed best practices for promoting the adoption of new tools in a legal organization, how lawyers are adopting AI, and whether there is a fear of AI in legal.…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 27
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In this 27th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed litigation trends, AI applications, self-service training, and ILTACON.저자 Ari Kaplan
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I spoke with Steve Orrin, the Federal Chief Technology Officer for Intel Corporation, where he leads Intel's Federal and Public Sector Solution Architecture, Strategy, and Technology engagements. We discussed how public and private sector organizations are dealing with the rise in cybersecurity attacks, how they can enhance their security controls …
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Best Practices for International Subsidiary Management
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I spoke with Nicolas Leroux, the Founder and CEO of Odyssey, a global corporate governance services provider. We discussed how the demand for in-house legal services has changed, the benefits of outsourcing legal entity management, and good governance practices for international subsidiary management.…
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I spoke with Sean West, a co-founder of Hence Technologies, a strategic legal management platform. We discussed how geopolitical and economic factors influence the need for legal risk management, ways that legal tech empowers risk management, and the connection to legal operations.저자 Ari Kaplan
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I spoke with Chris Egan, president and founder, and James Bickley, managing director of Celeritas Recruiting, a specialized recruiting firm representing leading organizations and professionals at the intersection of law and technology. We discussed the roles and skills in greatest demand today, the challenges associated with talent acquisition in t…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 26
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In this 26th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed Lexpo, ILTACON, ConnectLive, LegalTechTalk, and the conference renaissance.저자 Ari Kaplan
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I spoke with Sandra Aldi, the Chief Marketing Officer at Neota Logic, Michael Powers, the Global Director of Product Marketing at iManage, and Thomas Suh, the Co-Founder and Chief Operating Officer for LegalMation. The three companies are part of a consortium that supported a newly released report called: Legal Operations at a Crossroads - Understa…
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I spoke with Danette Shaifer, the founder and Chief Empowerment Officer at Florishion Consulting and Coaching, LLC. We discussed how leaders in legal align digital transformation with personal growth, creative ways to train leaders to reinvent the workplace, and how coaching in legal is evolving.저자 Ari Kaplan
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I spoke with Aaron Lee, the co-founder and CEO of Smith.ai, a company that provides 24/7 answering services through phone or chat for small to midsize businesses using a combination of AI and human support, including law firms, among others. We discussed why the legal industry has embraced AI, ways to make lawyers more comfortable with AI, balancin…
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Understanding Law Firm Economics and Dynamic Forecasting
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I spoke with John Scott, an accounting partner with Anders CPAs and Advisors and the Legal Niche Leader at Summit VCFO Services by Anders. We discussed the most important financial metrics for growing a law firm, best practices for maximizing the leverage model, and how law firms take advantage of dynamic forecasting.…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 25
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In this 25th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed changemakers, talent, legal transformation, and tracking the trajectory of technology.저자 Ari Kaplan
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I spoke with Josh Aaron, CEO of Aiden Technologies, a provider of modern, intelligent software packaging and deployment for Microsoft Windows. We discussed how law firms can improve their security posture and operational efficiency and how the IT security paradigm is shifting.저자 Ari Kaplan
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How to Avoid Common Mistakes People Make in Retirement Planning
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I spoke with Taylor Willingham, the owner of Willingham Law Firm, an estate planning, probate, and elder practice, and WG Title, a title company, both based in McKinney, Texas. We discussed the most compelling issues in elder law, common mistakes people make in retirement planning, and how the field of elder law is changing.…
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Generative AI and Predictability in the Dispute Resolution Process
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I spoke with Rich Lee, Co-Founder and CEO of New Era ADR, a technology company that increases predictability in the legal dispute process. We discussed the emerging technologies affecting the dispute resolution process, the role that chatbots and generative AI applications serve in ADR, and the skills required of modern neutrals.…
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I spoke with Todd Miller, the CEO of TRĒ, an AI-powered customer relationship management platform. We discussed what lawyers should know about CRM, how TRĒ differs from traditional CRM, and how CRM is evolving.저자 Ari Kaplan
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2024 Association of Legal Administrators Annual Conference Mixtape
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During the 2024 Association of Legal Administrators (ALA) Annual Conference, I had the privilege of speaking to the following leaders for this #ALA2024 #Mixtape: ⭐ Jonathon Fishman, CEO, LeanLaw - Legal Billing Software ⭐ Debbie Foster, CEO, Affinity Consulting Group ⭐ Laura Leopard, Founder and General Manager, Leopard Solutions ⭐ Patricia Ann Nag…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 24
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In this 24th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the British Legal Technology Forum, deploying copilot, and consolidating legal technology.저자 Ari Kaplan
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I spoke with Nicki Kastellorizios-Lee, an IT Communications Manager at Perkins Coie in Chicago. We discussed best practices for approaching digital transformation in law firms, the technology messaging challenges and ethical considerations for attracting the attention of modern legal professionals, and how IT leaders can empower the communications …
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I spoke with Dr. Collin Starkweather, the Chief Data Scientist at Luminos.AI, a spinoff of Luminos.Law, where he was formerly Director of Data Science, and Dr. Izzy Nelken, a financial mathematician and the founder of Super Computer Consulting, which develops tools for securities pricing and valuation. We discussed how lawyers can determine whether…
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I spoke with Dru Armstrong, the CEO of AffiniPay, a leader in payments and software for legal and other professionals. We discussed the intersection of fintech and legal tech, how generative AI can support legal payments, best practices for incorporating different tools into a holistic platform while maintaining customer satisfaction, and how the l…
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During the 2024 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with the following industry leaders for the #CGI2024 mixtape. 😀 Thanks to participants: Jon Bartman of the Law Tech Consultancy Andy Burtis of Axiom Ryan Frye of ModeOne Technologies Heather Jacobson of Axiom Advice & Counsel Christopher Kruse of…
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Whether Generative AI and LLMs Will Replace Technology-Assisted Review Workflows
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I spoke with David Stanton, a Litigation Partner at Pillsbury Winthrop Shaw Pittman. We discussed the rapid pace of digital transformation, use cases for generative AI, the challenges associated with deploying emerging technology, creating a generative AI timeline, and whether generative AI and LLMs will replace technology-assisted review workflows…
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Charting Change in Legal w/ Caroline Hill, Legal IT Insider, and Industry Analyst Ari Kaplan, Ep 23
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In this 23rd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed CLOC, legal administrators, law firm tech labs, and aligning client expectations.저자 Ari Kaplan
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 22
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In this 22nd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the connection between generative AI and e-discovery, revisiting remote work, and the future of the billable hour저자 Ari Kaplan
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I spoke with Ian Campbell and Emily Johnston, the Chief Marketing Officer and Product Manager for Incident Response, respectively, for iCONECT, a developer of e-discovery software. We discussed the convergence of e-discovery and cybersecurity, best practices for adapting e-discovery software to support adjacent disciplines, and how development team…
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Where Law Firms and Legal Departments are Succeeding with Innovation
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I spoke with Aaron Crews, the Chief Product and Innovation Officer and Head of Enterprise at UnitedLex, a provider of alternative legal services. We discussed UnitedLex's unique approach to e-discovery, the evolution of AI in legal, where law firms and legal departments are succeeding with innovation, and how leadership is changing.…
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 21
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In this 21st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed tracking trends in the general counsel’s office, studying new standards in legal, and events.저자 Ari Kaplan
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Using Generative AI to Draft Patents and Office Action Answers
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I spoke to FX Leduc, co-founder and CEO of davinci, an AI tool that uses generative AI to draft patents and office action answers. We discussed how davinci improves the process of drafting patents and office action responses, best practices for law firms interested in leveraging AI, and how the application of AI in legal is evolving.…
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I spoke with Matthew Veale, a European Patent Attorney with Patsnap, an AI-enabled patent analytics platform. We discussed how Patsnap supports legal professionals, how legal professionals can responsibly innovate by leveraging AI, and how intellectual property protection is evolving.저자 Ari Kaplan
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Using Artificial Intelligence to Facilitate Payment for Law Firms
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I spoke with Milan Bobde, the co-founder and CEO of Oddr, an AI-powered invoice-to-cash platform for law firms. We discussed how law firms manage their billing and collections, ways to leverage artificial intelligence to facilitate payments, and how law firm finance is evolving.저자 Ari Kaplan
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I spoke with Rob Millard, the Director of Cambridge Strategy Group, who advises law firms and similar businesses. We discussed his research focused on the drivers of success across 73 large US and UK law firm mergers that took place between 2002 and 2017, how to measure the success of law firm mergers, and lessons for growth-oriented law firm leade…
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I spoke with DeAngelo Smith, the CEO of Driven, a payment solutions provider that offers installment loans and digital payment plans. We discussed Driven’s mission, its transformation from Ticket Avengers, why it started in New York, Philadelphia, and Baltimore, and how digital payments are evolving.…
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