A conversation with Ben Chiriboga, Chief Growth Officer at legal CRM company Nexl and host of the This Legal Life podcast. Ben shares his journey from a litigator to a legal tech innovator. He recounts how an early e-discovery tool using natural language processing completed in six hours what had taken him six months, leading to an epiphany about the power of legal technology. The conversation delves into the legal industry's historical resistance to technology, prioritizing billable hours over efficiency, and how Ben leveraged his legal experience to transition into a new role in tech. Ben discusses the challenges of building a legal tech company and the critical distinction between a general CRM and one designed specifically for law firms. The episode concludes with a thought-provoking discussion on the impact of AI on the legal profession, focusing on what aspects of law are truly "fundamental" and what new roles and jobs AI will create. Key Takeaways The Power of Tech: Legal tech tools can drastically improve efficiency, as demonstrated by an e-discovery tool that performed six months of work in just six hours. Transitioning Careers: A background in law can be a valuable asset in the legal tech sector, but success requires adapting to new skills like sales, marketing, and growth strategy. The "Why" Behind a Legal CRM: General CRMs are built for sales teams with built-in incentive structures, whereas a legal-specific CRM, like Nexle, is designed to passively collect and enrich data without requiring lawyers to manually input information. The Fundamentals of Law: The human element—relationship building, counseling, and strategic advisory—is the core function of a lawyer that AI cannot replicate. The Future of Legal Jobs: AI's true impact will not be in better-drafted motions, but in the creation of new "legal adjacent" roles and business models that merge legal expertise with technology and data.
We welcome back legal marketing expert Gyi Tsakalakis, President of AttorneySync and host of the Lunch Hour Legal Marketing podcast. Five years after Gyi’s first appearance on Technically Legal, he discusses the dramatic shifts in digital marketing for law firms, driven largely by the rise of artificial intelligence. Gyi highlights how AI is changing the landscape for lawyers, from automating back-office functions and data analysis to influencing content creation and search engine optimization (SEO). He explains why law firms must diversify their marketing channels beyond just Google to adapt to the new era of conversational search and AI overviews. Despite these technological advances, Gyi emphasizes that the human connection, including a simple handwritten note, remains the most powerful tool in an attorney's arsenal. He argues that as technology automates the mundane, it forces lawyers to focus on the relationships and empathy that truly differentiate their practice. Key Takeaways: Diversify Marketing Channels: Law firms must move beyond a "one-trick pony" approach with platforms like Google and diversify their client acquisition strategies to include social media, email, and local events. The Problem with Client Intake: Gyi discusses the persistent issue of lawyers not responding to inquiries and how AI can help automate certain parts of the intake process, though the human touch is still crucial for building trust. Do What the Bots Cannot: Attorneys should leverage AI for tasks that can be automated (e.g., scheduling, data analysis) to free up time to focus on complex legal work and building meaningful client relationships. AI for Data Analysis: A powerful, overlooked use case for AI in a law firm is analyzing internal data, such as call transcripts and financial records, to identify blind spots and inform marketing strategies. The Future of SEO and Search: Gyi predicts that search will become more conversational and influenced by AI Overviews and that ad-based models will be integrated into all major AI platforms.
This episode features a conversation with Andrea Muttoni, President of Story Protocol. The discussion explores how blockchain technology is being used as a foundational infrastructure for intellectual property (IP), aiming to simplify and modernize the process of registration, licensing, and monetization for creators and IP owners. Muttoni details his journey from a bedroom music producer to a product manager at Amazon and eventually to a leader in the blockchain industry, driven by a passion for the intersection of technology and creativity. The conversation delves into the core problems Story Protocol aims to solve, particularly the complexities of copyright, fair use, and attribution in the age of AI-generated content. Muttoni introduces key concepts like the Programmable IP License (PIL), a customizable and on-chain license that makes IP rights more transparent and accessible. He also provides an overview of Poseidon, a new initiative that leverages the Story Protocol to create a marketplace for IP-safe, real-world data needed to train AI models, ensuring that data creators and owners are fairly compensated. Key Takeaways Andrea's Background: From a bedroom hip-hop producer to a product manager at Amazon working on Kindle and Alexa, Muttoni shares his path to the world of crypto and blockchain. What is Story Protocol?: A deep dive into Story Protocol's mission to create an open IP blockchain. It's a way to register, license, and monetize IP in a more liquid and accessible way. The Programmable IP License (PIL): Explanation of how this universal, customizable, and on-chain license simplifies IP transactions and makes it easier for others to legally use a creator's work. Introducing Poseidon: Details on the new platform built on the Story Protocol to address the "data gold rush" for AI. Poseidon allows for the licensing of real-world, IP-cleared data to AI companies, ensuring fair compensation for contributors. Promoting Adoption: Discussion on how Story Protocol uses a web3 incentive model to encourage widespread adoption and create a network effect for its IP infrastructure. Why Story Protocol?: Muttoni explains what makes their platform uniquely suited for IP rights compared to other blockchains, emphasizing that the network was built from the ground up specifically for this use case. Things We Talk About in this Episode Story Protocol: story.foundation Story Protocol IP Portal: portal.story.foundation Poseidon: psdn.ai Story Protocol Developer Docs: docs.story.foundation WIPO Report: A report on intangible assets, mentioned as a key indicator of the value of intellectual property.
Crypto lawyer Nelson Rosario returns to the show to discuss the evolving landscape of decentralized AI and his role as General Counsel for the the Advanced AI Society (formerly known as the Decentralized AI Society), an association focused on engineering best practices, advocating for policy, fostering community, and enabling capital formation for decentralized AI startups Nelson discusses the changing definition of decentralization, highlighting its origins in early crypto's focus on resilience and censorship resistance, and its current intersection with artificial intelligence. He explains the core reasons driving decentralized AI efforts: the potential for single service providers to control our access to AI models, computing power, and the data that underlies it all. The conversation explores how decentralized AI aims to offer an alternative to large tech companies like Facebook, Microsoft, and OpenAI, But Nelson also points out the challenges of competing with resource rich organizations and suggests that decentralized AI might complement existing systems by "chopping it up" into distributed components. The discussion also touches upon current players in the decentralized AI space, notably Bitensor and HyperCycle, and highlights the role of decentralized storage solutions like Filecoin and Arweave. Nelson concludes by reflecting on the potentially profound societal impact of AI, likening it to other "tectonic technological revolutions" in human history. Drawing from the "Butlerian Jihad" concept in Frank Herbert's Dune, he cautions against blindly trusting AI and underscores the need for humans to remain intentional in their use of technology to prevent a decline in critical thinking and creativity. Key Takeaways: Decentralization in AI aims to prevent single points of control over models, compute, and data, promoting censorship resistance. Decentralized AI faces challenges in competing with large, centralized tech companies due to their immense resources, but can serve as a complementary set of systems. DePIN (Decentralized Physical Infrastructure) is crucial for the robust existence of decentralized AI applications. Industry associations like the Advanced AI Society play a vital role in setting standards, advocating for policy, building community, and attracting capital for decentralized AI projects. AI represents a transformative technological shift, and intentional human engagement is critical to navigate its societal implications.
In this episode, Dave Siegfried discusses the company he heads, Official AI -- a company focused on helping its customers create and verify authentic AI content. Siegfried, a "recovering accountant" with a background in tech and media licensing, discusses his journey from co-founding Audiosocket, a music licensing platform, to addressing challenges in generative AI. The conversation highlights the evolution of intellectual property protection in the digital age. Siegfried explains how Official AI empowers individuals and brands to create AI-generated images and videos with consent, credit, and compensation for the use of their name, image, likeness, and voice. He details Official AI's "vault technology," which creates a "blueprint" of a person's likeness from a small set of images, enabling authorized creation of synthetic media. The discussion also delves into provenance technology and the Coalition for Content Provenance and Authenticity (C2PA) open-source standard, which Official AI leverages to track content origin and changes, ensuring authenticity. Siegfried touches on the challenges of verifying content on social media platforms and the future role of blockchain technology in creating immutable records of consent. The episode concludes with insights into Official AI's business model, customer base (including athletes and historic estates), and future roadmap. Key Takeaways: Generative AI presents significant challenges and opportunities for intellectual property rights, particularly concerning name, image, likeness, and voice. Official AI aims to proactively address these challenges by providing a platform for consent-based AI content creation. Provenance technology, including C2PA, is crucial for verifying the authenticity and authorized use of AI-generated content. The legal landscape surrounding AI and publicity rights is rapidly evolving, requiring adaptable technological solutions. Things We Talk About in this Episode Official AI Website: Visit theofficial.ai to learn more about their platform and services. Contact Dave Siegfried: Dave can be reached at dave@theofficial.ai. Content Authenticity Initiative (C2PA): Explore the open-source standard for content provenance and authenticity at c2pa.org. Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
This episode is a conversation with Spellbook co-founder Scott Stevenson about intersection of technology and creativity. Spellbook is a AI contract co-pilot for transactional lawyers that plugs into Microsoft Word. Despite founding a legal technology company, Scott is not a lawyer but is computer engineer by training. As a kid Scott was into video games and in fourth grade he talked his parents into getting him a computer because he wanted to figure out how to create them. By middle school he was building websites and eventually landed an internship at Electronic Arts. Scott is also interested in electronic music and he launched his first start up, Mune, with a music professor, to create a whole new musical instrument that combined the power of digital music with an acoustic instrument. It was during his time at Mune that Scott started to think about building a legal tech company. After he got his first legal bill he figured there might be a more efficient and less expensive way to do legal work. So he and lawyer buddy founded Rally, a document automation and templating engine for law firms which later begat Spellbook, but he funny thing about Spellbook, it was originally conceived as a marketing idea to generate leads for Rally. Things We Talk About in This Episode Mune (Scott's Digital Instrument Startup) Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
A conversation with Kelly Twigger, an E-Discovery veteran and founder of ESI Attorneys and Minerva26. Kelly shares her journey into E-Discovery, stemming from the first-ever ABA event on the topic in the early 2000s, and the rapid evolution of case law and technology that led her to develop E-Discovery Assistant which has now been rebranded Minerva 26. The discussion delves into how Minerva 26, a strategic command center for E-Discovery, curates case law, rules, checklists, and offers on-demand education. Kelly explains the reasoning behind rebranding from "E-Discovery Assistant" to "Minerva 26," emphasizing the shift from data tools to knowledge and strategic insight. The conversation also explores the current challenges legal professionals face in adopting technology, the impact of AI on the legal industry, and the need for updated federal rules of civil procedure to address technological advancements. Key Takeaways: Proactive E-Discovery: The importance of engaging with E-Discovery issues early in a case to save time and money, and to maximize the utility of electronically stored information (ESI). Technology's Transformative Power: ESI, unlike paper, offers immense opportunities to leverage technology for more efficient and effective legal analysis and fact-finding. Overcoming Fear and Expense: The primary barriers to technology adoption in the legal field are fear and perceived expense, which can be overcome through education and strategic planning. AI's Role in Legal: AI is not replacing lawyers but enhancing their capabilities by improving efficiency, accuracy, and providing valuable insights. The Need for Rule Updates: The rapidly changing technological landscape necessitates updates to the Federal Rules of Civil Procedure to provide clarity and consistency, especially concerning issues like control over personal devices and the use of advanced E-Discovery tools like Technology Assisted Review (TAR). Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X
Studies determined that at least one litigant does not have a lawyer in 75% of civil cases in the United States. The number is even higher when it comes to family law, domestic violence, housing, and small claims matters. But organizations like Oregon’s Commons Law Center are doing something about it. On this episode, Kamron Graham, the Law Center’s Executive Director, talks about the not for profit law firm’s efforts to provide affordable legal assistance to people that make too much to qualify for legal aid, but don’t make enough to hire a lawyer. The Commons Law Center helps out people facing evictions, have family law issues or need help with wills and estate planning. Kamron initially planned to pursue a career in finance but pretty quickly figured out that her empathy and concern for others probably might not jibe with a Wall Street career. After returning to Oregon after college in the Northeast, Kamron started her career working in group homes, homeless shelters and served a stint with the United Way. These experiences made clear to her that a professional degree might help her have a greater impact on people's lives and give her even more of an opportunity to use her education to help others. So, in her 30s she decided to go to law school. After law school continued her career helping the underserved, including work for Legal Aid Services of Oregon and work as a public defender. Eventually she landed at the Commons Law Center, starting as a tenant defense attorney and ascending to the role of executive director. The business model of the Commons Law Center is not free legal work, but charging a sliding scale fee based on a client's income. Currently 70% of the firm's budget comes from fees. The firm is working to become 100% self-sufficient, but in the meantime to fill the gap, the firm leverages tech to streamline their processes and keep costs down. It also relies on donors, foundations, and grants. Learn more about Kamron.
A conversation with Bim Dave, CEO of Helm 360, a consultancy focused on helping law firms optimize technology investments. Bim shares his experience in the legal tech space, tracing his journey from a technical support role at Elite (later acquired by Thomson Reuters) to leading a consultancy dedicated to improving law firm operations through strategic technology implementation. The discussion covers the critical aspects of data migration, the benefits smaller law firms can derive from technology, key factors for successful software implementation, and perspectives on hyped versus underutilized technologies in the legal field. Bim also offers a glimpse into the potential future of law firms, emphasizing the transformative role of AI. Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X
A conversation with Yelena Shkolnik, a partner at Jump Capital, a venture capital firm with growing interest in legal tech companies. Yelena shares her journey from investment banking and entertainment finance to the world of venture capital, highlighting her focus on identifying transformative technologies. The conversation delves into Jump Capital's investment philosophy, particularly their thematic approach and focus on Series A and B funding rounds. Yelena articulates what makes a legal tech company attractive to Jump, emphasizing the importance of demonstrated traction, a strong team dynamic, and a deep understanding of the specific challenges and opportunities within the legal industry. Yelena provides a nuanced perspective on the billable hour model and the potential for technology, including AI, to reshape legal workflows and access to justice. She also shares her thoughts on the necessity of legal background for founders and whether legal tech will eventually just become "tech". Key Takeaways: A deep understanding of the legal industry's nuances and specific problems is crucial for attracting legal tech investment. While AI presents significant opportunities, the entrenched nature of law firms and the complexities of legal workflows require thoughtful and targeted solutions. The rise of legal operations within enterprises is driving demand for technologies that enhance efficiency and manage risk. The consumer side of legal tech holds significant potential for expanding access to justice.
Amanda Tuminelli, Chief Legal Officer for the DeFI Education Fund, visited the podcast in September to discuss her crypto journey, her role with the organization and its objectives. Since then, she was promoted and is now the Executive Director of DEF which is a nonpartisan research and advocacy group working to explain the benefits of DeFi, achieve regulatory clarity for the future of the global digital economy, and help realize the transformative potential of DeFi for everyone. Amanda goes in depth into the DEF’s areas of focus: Research and Advocacy Policymaker Education Messaging for Crypto Companies Research about Blockchain Issues and Regulations Providing “Legal Firepower” to Crypto Causes; and DeFi Project Best Practices Amanda also discusses how lawyers can pursue a career in crypto and why that wasn’t the case a few years ago. It’s not only an option now because the industry is more mature, but also because of the openness of those in the crypto world and their desire for passionate individuals to join them. To get a job in crypto law, Amanda emphasizes the importance of understanding the technology and finding projects of interest. So how did Amanda get to the DEF? She started out as a securities and white collar crime lawyer, but a case came along that would change her career trajectory. She was working for Kobre and Kim, a law firm focused on disputes and investigations, when the firm was hired by a client accused of running an illegal crypto mining scheme. To get up to speed on the case and get her client out of jail, she had to dive deep into learning about blockchain technology and that is when she caught the bug. A few years later, a friend and former college friend contacted her about joining the legal team at the DeFI Education Fund and she took them up on it. Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
In this episode, author of "Systemology" and business systems expert, David Jenyns, discusses the importance of systemizing business processes, even in the nuanced field of law. Jenyns debunks the myth that legal work is too bespoke to be systemized, explaining how just like any other business, documenting legal workflows unlocks scalability and creativity. He shares his journey from digital SEO agency owner to becoming a systems expert and outlines the seven steps of his Systemology framework. Key Topics: The importance of documenting processes in any business, including legal services. How systemization can create space for creativity in legal work. The Systemology framework and its seven steps: Define, Assign, Extract, Organize, Integrate, Scale, and Optimize. The role of a "systems champion" in implementing a systems culture. Addressing common misconceptions about systemizing legal work. Practical tips for getting started with systemizing processes. Timestamps: [00:00:00] Introduction and guest introduction: David Jenyns [00:02:00] David Jenyns's background and journey to systemology [00:08:00] The importance of a systems culture [00:12:00] Addressing the question: Why systemize? [00:15:00] Systemizing bespoke work, specifically in the legal field [00:20:00] The seven steps of Systemology [00:21:00] Step 1: Define [00:28:00] Step 2: Assign [00:30:00] Step 3: Extract [00:33:00] Step 4: Organize [00:37:00] Step 5: Integrate [00:46:00] Step 6: Scale [00:50:00] Step 7: Optimize [00:54:00] Where to start with systemizing processes [00:56:00] Conclusion Resources Mentioned: Systemology by David Jenyns System Hub software (systemhub.com) The E-Myth by Michael Gerber Technically Legal Podcast Systemology Podcast (Mentioned interview with Crow Estate Planning firm) Systemology Website: systemology.com Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X
A conversation with Sean Fitzpatrick, CEO of LexisNexis, North America, UK, and Ireland. Fitzpatrick discusses how LexisNexis is integrating AI into its products to enhance legal practice. The discussion covers the company's approach to innovation, the role of AI in improving attorney efficiency and client outcomes, and the future of legal technology. Key topics include LexisNexis's AI assistant "Protégé," the company’s philosophy on AI, and the impact of AI on the legal profession. [0:09-1:43] Introduction to Sean Fitzpatrick and LexisNexis's focus on AI in legal tech. [2:05-4:37] Fitzpatrick's career journey at LexisNexis and the evolution of the company's technology. [7:48-8:20] LexisNexis's philosophy on AI: to make attorneys more efficient and drive better outcomes. [8:20-10:24] Overview of LexisNexis's AI tools, including Protégé and its features (drafting, Vault, etc.). [11:46-12:45] LexisNexis's partnership with OpenAI and its benefits. [15:14-16:01] The importance of data in AI and LexisNexis's approach to ensuring reliability and combating hallucinations. [16:30-17:37] Explanation of agentic AI and its significance for the legal field. [19:05-19:31] The role of document management systems (DMS) and LexisNexis's integration with them, including the acquisition of Henchman. [24:17-25:39] Discussion on the impact of AI on legal jobs and the belief that AI will augment, not replace, lawyers. [27:30-28:27] Fitzpatrick's prediction on the rapid advancement and adoption of generative AI in the legal industry.
A conversation with Jaron Luttich, co-founder of Element Standard, a legal tech startup designed to bring transparency and organization to litigation. Jaron discusses how Element Standard's "CONTROLit" app and litigation cartography help litigators manage cases, improve client communication, and streamline internal processes. He highlights the disconnect between traditional legal practices and modern client expectations for transparency, drawing comparisons to consumer experiences like ride-sharing and package tracking. Jaron also addresses how the litigation management software can enhance associate training and provide valuable structured data for law firms. The company will be participating the ABA Techshow 2025 Startup Alley. Things We Talk About in this Episode elementstandard.com Jaron Luttich's LinkedIn profile CONTROLit™ by Element Standard - Legaltech Hub Element Standard's LinkedIn page. Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X
This episode involves two people with very distinguished careers. Bridget M. McCormack who now heads the American Arbitration Association (AAA) and Colin Rule, the founder of ODR.com just acquired by The AAA. Bridget has served in just about every role you can in the legal industry. She started her legal career in legal aid and as a public defender handling trials and appeals. She then moved to teaching law school, first at Yale and then Michigan. After her stint as an educator, she decided she wanted to help foster even more change and won a seat on the Michigan Supreme Court where she ultimately ascended to the position of Chief Justice. Fast forward to 2023 and she took the helm of the AAA. One of Bridget’s biggest initiatives at AAA is bringing tech into the arbitration process and that is where Colin Rule comes in. He founded an online dispute resolution (ODR) company, about 15 years ago that ultimately became ODR.com which the AAA just announced it was acquiring. To say that Colin is an ODR OG is an understatement. He literally wrote the book on ODR way back in the early days of the internet. Ebay brought him on board in the early 2000s where he headed up the company’s ODR function. In this episode Bridget and Colin discuss: AAA's acquisition of ODR.com: The strategic partnership between AAA and odr.com to revolutionize dispute resolution. AI's transformative role in dispute resolution: How AAA is using AI internally and through external tools to improve efficiency and accessibility. The future of dispute resolution: A vision for a more accessible, efficient, and user-friendly system that leverages technology and data. Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
This episode features Daniel Rollingher, co-founder of Fabrica, a company leveraging blockchain technology to revolutionize real estate ownership. Rollingher discusses Fabrica's innovative approach to putting real estate titles on chain, creating a more transparent and efficient system for property transactions. He explains how Fabrica's platform uses NFTs to represent property ownership, simplifying the process of buying, selling, and managing real estate assets. The conversation also explores the legal framework behind Fabrica's blockchain real estate platform, including the use of trusts and smart contracts to ensure secure and verifiable ownership. Additionally, Rollingher touches on the use of blockchain in real estate to address challenges in the traditional real estate market, such as title insurance and liquidity issues. Key Takeaways: Fabrica uses NFTs to represent real estate ownership, streamlining transactions and property management. The platform employs a unique trust model to connect on-chain ownership with real-world legal frameworks. Fabrica aims to improve transparency and efficiency in real estate transactions through blockchain technology. The company is exploring the potential of blockchain and real estate to disrupt traditional processes, such as title insurance and recording deeds. Fabrica's platform offers solutions for unlocking liquidity in land assets and other real estate holdings. The company is actively working on expanding its blockchain real estate platform to new jurisdictions and asset classes. Resources/Links: Fabrica website: fabrica.land Daniel Rollingher on Twitter: @notdroll
Jack Weinberger, co-founder of Ajax, a legal tech app that handles timekeeping for lawyers, shares his unconventional journey from finance to legal tech. Jack discusses his experiences in investment banking and private equity, and how those roles, while not directly related to law, sparked his interest in entrepreneurship and ultimately led him to the world of legal tech. He details the challenges of building a legal tech company, emphasizing the importance of understanding the specific needs of lawyers and addressing the critical concerns of data security. Jack also provides insight into Ajax's innovative approach to timekeeping, which uses AI to automate the process of generating time entries by analyzing a lawyer's activity on their computer. He explains how Ajax integrates with popular practice management software and highlights the significant time savings and increased accuracy that Ajax offers to legal professionals. Finally, Jack shares some exciting upcoming features that Ajax is developing, including capturing impromptu conversations and further streamlining the user experience. Key Takeaways Career transitions from finance to legal tech are possible, highlighting the transferable skills and entrepreneurial spirit. Building successful legal tech solutions requires a deep understanding of lawyer workflows and pain points, with timekeeping being a major one. Data security is paramount in legal tech, and companies must prioritize client confidentiality. AI is transforming legal practice by automating tasks like timekeeping, allowing lawyers to focus on higher-value work. Additional Information Ajax website: https://www.joinajax.com/ Learn more about Jack.
This episode features Tom Dunlop, founder of Summize, a contract lifecycle management (CLM) platform. Tom discusses his unique path to founding Summize, from his background as a professional athlete and lawyer to his passion for solving real-world problems with technology. Key takeaways: The genesis of Summize: Tom explains how his experience reviewing hundreds of contracts manually led to the idea for Summize. Early challenges and the evolution of AI: Tom describes the initial challenges of summarizing contracts using AI in 2018 and how the advent of generative AI has revolutionized Summize's capabilities. Summize's unique approach: Summize differentiates itself by embedding its functionality within popular workplace tools like Slack, Teams, and Microsoft Word, allowing users to manage contracts without leaving their familiar workflows. How Summize works: Tom explains how Summize uses AI to curate contract data and provide summaries that are relevant and tailored to specific business needs. The future of Summize: Tom shares his vision for the future of Summize, including plans to further leverage AI, enhance native integrations, and incorporate validated content from the legal community. Resources and Links: Summize Website: summize.com Connect with Tom on LinkedIn Keywords: legal tech, contract lifecycle management (CLM), AI, generative AI, contract summarization, legal technology, Summize, Tom Dunlop, Microsoft Word, Slack, Teams, Outlook, DocuSign
A conversation with Lucas Moskowitz, General Counsel for financial services company Robinhood. Launched in 2013, Robinhood’s stated mission is to "democratize finance for all" by making it easy for investors to start investing with a few bucks rather than having to be a high roller. Key to this effort is the fact that Robinhood offers commission-free trading and also provides access to cryptocurrencies. The discussion covers various topics, including: Robinhood’s Mission: Lucas explains Robinhood's mission to democratize finance by breaking down barriers to investing and making it accessible to everyone, regardless of their financial background. Lucas’s Career Path: Lucas shares his unique career journey, transitioning from big law to the SEC, Capitol Hill, and eventually Robinhood. He emphasizes the importance of diverse experiences in shaping his perspective. Regulation in the Financial Industry: Lucas advocates for a data-driven approach to regulation, striking a balance between investor protection and fostering innovation and access. Crypto & Blockchain: The potential of crypto and blockchain technology is explored, with Lucas highlighting their role in making financial markets more efficient. Education: The importance of educating investors about making sound investment decisions and also educating legal professionals about emerging technologies like blockchain and tokenization of assets. Stay in the know: Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
In this Best of 2024 episode, we revisit our conversation with Scott and Digby Leigh, founders of AltFee—a legal tech startup tackling one of the industry’s biggest challenges: the billable hour. Despite decades of debate, the billable hour still dominates legal billing. Enter AltFee. The app helps legal professionals scope, price, and manage projects using alternative fee arrangements (AFAs), offering clients more transparency and value. Scott and Digby highlight why AFAs matter now more than ever: as AI reduces time spent on tasks, value-based pricing will become essential. AltFee provides a foundation for law firms to shift away from time-based billing, encouraging lawyers to focus on the actual value of their services—not just the clock. From scoping projects to auditing fees, this conversation explores the future of legal pricing and how AFAs can reshape client relationships for the better. If you’re curious about innovation in legal tech, or if you’re tired of the constraints of hourly billing, this episode is a must-listen. Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X
Ali Shiri
Thank you for sharing this insightful episode.