The Geek In Review

This week, we welcome Cornell Winston (current President of the American Association of Law Libraries) and Jenny Silbiger (President‑Elect). Speaking from sunny San Diego and O‘ahu’s courthouse halls, the duo joins the show to preview AALL’s 2025 Annual Meeting in Portland, Oregon—and to talk candidly about the challenges and opportunities facing the legal‑information profession during a time of rapid technological and political flux. Cornell and Jenny explain why open communication has become a strategic imperative for AALL. Although board books have long been public, they are doubling down on proactive updates—through e‑briefings, “Know‑It‑AALL” newsletters, and 80‑plus committee channels—because members crave clarity when the profession feels under siege. Their message is simple: phone numbers and inboxes are open; no question is off‑limits. The leaders frame transparency not as a defensive posture, but as an invitation to pull every member into the conversation and decision‑making process. The discussion then turns to the vacant Government Relations role—often seen as AALL’s front line in Washington. Cornell reassures listeners that, despite the hiring gap, advocacy has never left the stage: the Government Relations Committee partners with ALA and other allies, tracks executive‑order whiplash, and issues public statements on IMLS funding or Library of Congress appointments. While lobby dynamics have shifted since COVID‑era restrictions, AALL continues to file comments, weigh amicus briefs, and equip members to speak up in their own jurisdictions until the position is refilled. Next, the hosts probe changes to the volunteer pipeline. Under the new process, virtually every member who raises a hand gets a seat—whether on a jury, committee, or the coveted Annual Meeting Program Committee. Headquarters now monitors overlapping appointments to spread opportunities and ensure early‑career librarians experience the career‑shaping mentorship Greg once received from the late Bob Oakley. Jenny underscores that engagement options range from micro‑tasks to multi‑year leadership roles, accommodating both time‑pressed newcomers and seasoned veterans. Turning to the July 19‑22 conference itself, Cornell shares upbeat registration numbers, hotel tips, and—importantly—news of no late‑registration fee increase. Portland’s light‑rail pass, tax‑free shopping, and Nike/Columbia/Adidas discounts sweeten the trip, but the intellectual draw is formidable: 65‑plus programs, four pre‑conference workshops, and a cross‑pollinated AI track that unites academic and private‑sector librarians. Keynote speaker Roosevelt Weeks, renowned for transforming Austin Public Library into a nationally acclaimed, radically welcoming space, will challenge attendees to double down on access and inclusion. Asked for their “biggest challenge” predictions, Jenny cites the breakneck pace of AI and the resulting imperative to preserve integrity in an era of deepfakes and data deluge. Cornell echoes the warning: librarians must remain society’s trusted validators and proclaim that expertise without apology. As the gavel passes in Portland, Jenny’s presidential agenda crystallizes around three goals—meeting members where they are, converting dialogue into strategic action, and leaving the profession stronger for the next generation. Whether you are a long‑time AALL stalwart or a first‑time volunteer, this episode is a reminder that the future of legal information will be shaped by those who show up, speak up, and keep the channels open. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

In this episode of The Geek in Review, we welcome Feargus MacDaeid and Nnamdi Emelifeonwu, co-founders of Definely, to discuss how their shared experiences as practicing lawyers shaped a groundbreaking accessibility solution for contract review. Feargus, who is visually impaired, and Nnamdi, his former colleague at Freshfields, describe how their friendship and professional collaboration led to a tool designed not only for those with disabilities but for all attorneys grappling with voluminous transactional documents. Listeners learn that Definely began as a way to help Feargus navigate complex contracts more efficiently, and through iterative prototyping, evolved into a productivity suite that addresses universal pain points in the pre-execution stages of contract life cycles. Feargus explains that his journey to co-founding Definely began with personal necessity: having gone blind from a degenerative condition by his early twenties, he pivoted from a computer science career at Microsoft to law school, relying on assistive technology and immense personal support. Once at Allen & Overy, the limitations of existing tools became starkly apparent—searching for defined terms meant losing one’s place in a 300-page agreement and juggling layers of nested definitions by reading aloud via text-to-speech. The cognitive load was immense. By collaborating with Nnamdi, who recognized that if a solution could serve Feargus, it would benefit everyone, they embraced the principle of “designing for the edge”—creating a platform that brought definitions, clauses, and cross-references into context without interrupting a lawyer’s focus. Nnamdi takes listeners on a tour of Definely’s three core components: Vault, Draft, and Proof. Vault functions as a dynamic repository for templates, clauses, and precedent documents, enabling users to pull in the most relevant resources from connected document management systems. Draft keeps the user anchored in the current clause while instantly displaying any linked provisions or schedules in a sidebar, eliminating the need to scroll, split screens, or flip between pages. Proof automates common pre-signing checks—verifying cross-references, punctuation, and legal grammar—to ensure a polished final draft. Together, these tools exemplify how Definely streamlines contract creation by surfacing precisely the needed information in a lawyer’s line of sight, thereby maintaining context and reducing manual navigation. The conversation shifts to quantifying Definely’s impact on law firms. Nnamdi cites a study indicating that attorneys save up to 45 minutes per day—roughly a 90 percent reduction in time spent on tedious tasks—by using Definely’s context-aware navigation. Beyond hard metrics, the founders emphasize “soft benefits” such as reduced cognitive fatigue, higher morale, and improved client value. To capture these less tangible gains, Definely’s customer success team works closely with firms to customize usage dashboards and collect feedback. Feargus and Nnamdi also reflect on the broader legal tech landscape, noting that firms are experimenting with in-house development, acquisitions, and partnerships. They believe collaboration between vendors and firms will ultimately prevail, as specialized expertise in areas like machine learning ops and user experience is hard to cultivate internally and essential for maintaining cutting-edge tools. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

On this episode of The Geek in Review, we welcome Philip Young, co-founder and CEO of Garfield AI, the first AI-powered law firm approved for practice by the UK’s Solicitors Regulation Authority (SRA). The episode kicks off with a discussion of recent stories that explore AI’s evolving role in legal proceedings, such as avatars testifying in court and the ethical challenges that arise when deepfakes and synthetic personas enter the legal process. Philip, a seasoned litigator and technologist, draws from his 25 years of legal experience to weigh in on the potential and perils of AI-driven courtrooms, emphasizing the importance of authenticity and trust in legal proceedings. Young shares the backstory behind Garfield AI, which was inspired by a real-world problem faced by his brother-in-law, a plumber who struggled to recover small debts from non-paying clients. Seeing an opportunity to help small businesses navigate the small claims process efficiently, affordably, and with minimal friction, Philip set out to build a system that mirrors what a traditional law firm would do—without the high cost or time burden. Garfield reads invoices and contracts, verifies the legitimacy of claims, guides users through pre-action letters, claim filings, and even court preparation, all while remaining compliant with UK legal standards. One of the most unique features of Garfield AI is its dual design: it serves both pro se claimants and can be white-labeled for use by traditional law firms. Young explains how legal professionals can integrate Garfield into their workflows, using it to generate documents under their own branding while Garfield handles the backend. This hybrid approach provides flexibility for users, whether they prefer a self-service platform or seek a human-in-the-loop experience. Garfield’s early success has sparked interest across the legal spectrum—from solo practitioners to regulatory bodies—demonstrating that AI can support, rather than displace, the legal profession. The conversation also delves into Garfield’s journey to regulatory approval. Young describes the rigorous process of working with the SRA, ensuring the platform aligned with legal duties to clients and the courts. He highlights the importance of maintaining accountability and explains how Garfield was rolled out cautiously, with layers of human oversight and a roadmap toward data-driven, risk-based review. With increasing inquiries from international regulators and courts, Young sees the platform as a potential blueprint for improving access to justice beyond the UK, although he notes that success depends on a supportive regulatory environment, judicial openness, and sufficient technological infrastructure. Beyond the tech, the episode emphasizes the human element of law. Young passionately advocates for AI as a tool that enhances legal practice rather than replaces it—freeing lawyers from mundane tasks and enabling them to focus on strategy, advocacy, and client care. He shares his hope that Garfield AI and similar innovations will close the access-to-justice gap by enabling small-value claims to be pursued cost-effectively and fairly. As he notes, AI may never replace the human lawyer’s emotional intelligence and presence in court, but it can certainly help more people get there. To learn more about Garfield AI and its innovative approach to legal automation, listeners can visit www.garfield.law. This episode is a must-listen for anyone interested in the intersection of law, technology, and the future of justice. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

This week we sit down with Matt Rasmussen, Founder and CEO of ModeOne, to dive into the evolving challenges and solutions around mobile device discovery. What started as a frustration-fueled “passion project” has grown into a powerful, cloud-based legal tech tool that dramatically speeds up mobile data collections while safeguarding user privacy. Rasmussen brings over two decades of litigation tech experience, and his team is focused on automating the traditionally slow, invasive, and expensive process of mobile forensic collection. Matt shares the lightbulb moment that led to ModeOne’s founding—after nearly being hit with a book by an executive unwilling to hand over their entire phone during an M&A data collection. That experience crystallized a need for a targeted, remote, and custodian-friendly solution. ModeOne’s approach allows for precise data extraction, filtering out personal messages, and narrowing collection to relevant participants or timeframes—thereby reducing friction, legal risk, and cost. The tool shrinks a two-week process into a matter of hours and removes the need for shipping hardware or dispatching personnel. The conversation then turns to the power of cloud scalability and how ModeOne’s architecture enables parallel processing of hundreds of phones simultaneously without ballooning costs. Matt recounts a case involving over 400 phones processed in just two weeks—compared to the seven-month timeline it would’ve required using traditional methods. He explains how operating directly on devices with lightweight agents and leveraging cloud resources allows them to outperform older queue-based systems and ensure defensibility through record-level audits. Beyond litigation, the use cases for ModeOne are growing fast, particularly in corporate compliance and legal holds. With recent updates from the DOJ and FTC increasing expectations for mobile data preservation, companies are now compelled to treat phones with the same seriousness as emails and cloud documents. ModeOne’s ability to preserve data in a scalable, minimally invasive way makes it a key player in this regulatory shift. Rasmussen also highlights that while AI may not be the focus of this episode, ModeOne is quietly integrating features like sentiment analysis, emoji flagging, and communication mapping through a partnership with StreamView. As the episode wraps up, Rasmussen discusses the startup journey—from bootstrapping to being named Legal Tech Startup of the Year in 2024. While initial adoption faced the usual “wait-and-see” mentality common in legal tech, ModeOne is now working with several Fortune 10 companies, AMLaw 25 firms, and leading LSPs. Looking forward, Rasmussen predicts mobile data will only grow more central to investigations and legal matters. With privacy and policy changes ahead, ModeOne is doubling down on mobile—not diversifying away from it. As he puts it: “We’re digging deep on phones.” Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript:

For the 300th episode of The Geek in Review, we celebrate in true “three geeks” fashion by bringing back two familiar voices: Kris Satkunas, Director of Strategic Consulting at LexisNexis, and legal pricing expert Toby Brown, CEO at DV8 Legal Strategies. Kris joins to walk through highlights from the newly released 2025 CounselLink Trends Report, and Toby brings his trademark insight… and a touch of skepticism to the discussion. Together, they explore what the latest data reveals about legal pricing, client behavior, firm strategy, and the evolving landscape of law firm-client relationships. The conversation opens with a focus on the headline trend: partner billing rates continue to rise steeply, particularly in high-value areas like M&A and regulatory work. Despite clients claiming to negotiate hard on pricing, the data on effective rates, what clients actually pay, suggests those increases are sticking. Kris points out that clients are becoming more sophisticated in managing blended rates and staffing strategies, using analytics and technology to influence outcomes, even if hourly billing still dominates. A recurring theme is the widening rate gap between large and mid-sized firms, now a staggering 61%. Kris attributes this to the concentration of high-rate work in large firms and their dominance in practices like M&A and regulatory. Toby adds that the presence of pricing professionals at larger firms contributes to more strategic rate setting—something mid-sized firms often lack. The team also discusses a new report metric analyzing new matter spend, which reveals that even fresh legal work is increasingly flowing to the largest firms, countering narratives that mid-sized firms are winning market share. When the conversation shifts to Alternative Fee Arrangements (AFAs), Kris cautiously celebrates a slight uptick in usage, while Toby remains doubtful about long-term momentum. They agree that lawyers’ difficulty in scoping matters remains a key barrier. The role of project management professionals is highlighted as crucial for moving the industry forward on AFAs—but adoption is still slow, especially outside of established comfort zones like IP and employment law. Greg brings up another area ripe for disruption: ALSPs and their potential to absorb high-volume, low-risk work. While Kris hasn’t yet seen a data-supported shift toward ALSPs, Toby sees tremendous opportunity—particularly when ALSPs combine process standardization and AI tools. The hosts also discuss specific use cases, like LegalMation for employment litigation, where existing tech could already reduce cost and inefficiency, if only firms were willing to change. The episode closes with a look ahead. Kris notes the eye-popping rate growth among associates—some nearing $2,000/hour—as a surprising trend, while urging caution in interpreting conflicting data from different sources. Her “crystal ball” prediction? Legal rates will likely continue to climb, especially in high-stakes practice areas, while AFAs may finally gain ground if firms invest in the infrastructure to scope and manage work properly. As always, the team ends with good humor, mutual respect, and a shared love for data—exactly the energy you’d expect for The Geek in Review’s milestone 300th episode. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript:

This week, we welcome Laura Clayton McDonnell, President of the Corporates Business Segment at Thomson Reuters. Laura shares her inspiring journey from corporate securities law to executive leadership at top technology companies, including Apple, Cisco, IBM, Microsoft, and now Thomson Reuters. She discusses how her Silicon Valley upbringing and her family’s immigrant experience have shaped her leadership style and commitment to innovation in the legal industry. Laura’s personal purpose—rooted in values like courage, curiosity, and integrity—drives her mission to deliver measurable value to clients through legal technology and business transformation. The conversation highlights the rapid advancements in legal technology, with a special focus on the impact of generative AI and agentic AI in the legal sector. Laura explains how she stays ahead of legal tech trends by collaborating with internal teams, listening to customer feedback, and learning from her daughter, a practicing transactional lawyer. She emphasizes the importance of a growth mindset, continuous learning, and adaptability—qualities she honed during her time at Microsoft under Satya Nadella’s leadership and through the teachings of Carol Dweck’s “Growth Mindset.” Laura provides insights into how corporate legal, tax, and compliance departments are evolving from traditional cost centers to strategic business partners, thanks to innovative legal technology solutions from Thomson Reuters. She discusses how tools like Westlaw, Practical Law, Legal Tracker, and OneSource are helping legal professionals automate routine tasks, reduce contract review times by over 80%, and save millions on outside counsel spend. Laura notes that forward-thinking clients are not just adopting new legal tech tools—they are developing comprehensive strategies to transform business processes, training, and staffing for the future of legal work. The episode also explores the rise of alternative legal service providers (ALSPs) and the ongoing bifurcation of the legal market driven by technology adoption. Laura observes that general counsel are increasingly sophisticated in their approach, weighing cost, complexity, and the use of AI to achieve better outcomes. She stresses that legal technology is now essential for law firms and ALSPs alike, and that innovation and value delivery are key to staying competitive in the evolving legal landscape. Looking to the future, Laura predicts that predictive analytics, risk assessment, and cross-functional insights will become even more critical for legal, tax, and compliance professionals. She highlights the growing demand for skilled legal talent and the importance of ongoing training, ethical oversight, and building resilient, growth-oriented teams. Laura encourages legal industry leaders to prepare for a future where human expertise and advanced legal technology work together to drive strategic transformation and business success. For more information on legal technology trends, AI in the legal industry, and upcoming events, Laura invites listeners to connect with her on LinkedIn or visit Thomson Reuters. She also highlights the upcoming Thomson Reuters customer conference in November, where attendees can experience product demos and gain insights into the latest legal innovation and industry trends. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

This week, we sit down with Kenzo Tsushima, Managing Director of Mine Factory at Morae, to discuss how AI is transforming legal operations and consulting services. Kenzo shares his unique career journey, blending a passion for technology with legal expertise, and highlights why the legal industry is positioned to leverage AI advancements more quickly than heavily regulated sectors like healthcare. With a background that spans consulting leadership and GC roles, Kenzo offers a rare dual perspective on how law firms and corporate legal departments can future-proof themselves by embracing emerging technologies like MorAI, Morae’s proprietary AI platform. Kenzo discusses the creation of MorAI, launched in mid-2023, as a response to widespread legal tech “decision fatigue” — where an abundance of AI tools overwhelms buyers. Rather than pushing generic solutions, Morae designed MorAI around highly specific legal workflows such as contract review, RFP response automation, and internal helpdesk queries. Kenzo emphasizes the importance of "solutionizing" AI: showing real, targeted results rather than relying on hype. Using examples like their Helpdesk module, Kenzo explains how legal teams can instantly boost efficiency by querying historical RFP responses and deploying AI for natural language document reviews, significantly reducing administrative burdens across legal and procurement functions. A strong advocate for servant leadership and human-centric AI adoption, Kenzo outlines how Morae's approach goes beyond technology — focusing heavily on change management and upskilling legal professionals. Through programs like SEEDS (Skill Enablement Employee Development Series), Morae invests in developing both consulting and technology skills among its team. Kenzo notes that traditional legal professionals, often unfamiliar with public speaking or technology tools, can thrive when given structured, bite-sized learning opportunities. This consultative-first mindset, he argues, not only improves client outcomes but creates a more resilient and engaged workforce. Addressing cybersecurity and data privacy concerns, Kenzo details Morae’s use of private Azure instances and multiple legally trained LLMs to ensure client data security and confidentiality. Unlike public AI tools, MorAI is designed to be a trusted legal companion that never co-mingles client data or trains on external internet content. Kenzo also explains why Morae’s strategy of multi-LLM deployment (leveraging OpenAI, Anthropic, and others) future-proofs clients against rapid developments in AI models — ensuring their legal technology stacks remain agile and powerful over time. Finally, Kenzo shares his insights on the challenges ahead for the legal industry: decision fatigue, resistance to change, and the crucial need to align with younger generations’ expectations around technology use. He urges law firms and corporate legal departments to rethink build-vs-buy strategies, embrace commercially available solutions, and foster AI champions within their organizations. As new roles like legal engineers and prompt engineers emerge, firms that support AI-enabled upskilling and servant leadership will not just survive — they will lead the next era of legal innovation. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week we welcome Raghu Ramanathan, President of Legal Professionals at Thomson Reuters, for an insightful discussion on the profound impact of Artificial Intelligence (AI) on the legal industry. Raghu shares why he believes the legal sector, alongside healthcare, stands at the forefront of the AI revolution. His journey into the legal tech world, driven by the transformative potential of AI, sets the stage for a deep dive into current trends, future predictions, and the strategic initiatives shaping the future of law. Central to the conversation is Raghu's updated perspective on the evolution of law firms, revisiting predictions he first made in 2017. He outlines a compelling framework describing "three waves" of AI adoption currently underway. The first wave, "Optimization," which many firms are experiencing now, focuses on using AI to enhance existing workflows, making tasks faster and more efficient. The second wave, "Re-engineering," involves fundamentally rethinking processes, staffing models (including the traditional pyramid structure), pricing strategies, and the very nature of legal work to leverage AI's capabilities more deeply. Looking further ahead, the third wave anticipates the emergence of entirely "New Business Models." Thomson Reuters is actively navigating and shaping this transformation, particularly through its AI platform, CoCounsel. Raghu highlights the rapid evolution of CoCounsel, emphasizing the continuous development of new "skills"—capabilities ranging from summarization and research to drafting and complex analysis like the innovative "Claims Explorer." He explains TR's strategy involves integrating proprietary data (like Westlaw), client-provided documents, and public information, leveraging advancements in Large Language Models (LLMs) from various providers to deliver comprehensive and powerful AI assistance. Prioritizing new skill development involves balancing significant client value with technical feasibility, constantly informed by close collaboration with innovation-focused customers. Beyond law firms, the conversation explores the crucial role and adoption of AI within the court system. Raghu notes a surprising enthusiasm among courts, driven by the urgent need to address growing case backlogs and enhance access to justice within tight budgets. He points to Thomson Reuters' significant partnerships, including a major agreement to deploy AI tools across the US federal courts and ongoing collaboration with the National Center for State Courts (NCSC), which is fostering education and policy discussions among judges and court staff nationwide. Complementing product innovation, TR's expanded "Customer Success" initiative underscores the importance of user adoption, providing dedicated resources and best practices to help lawyers and legal professionals effectively integrate AI tools into their daily workflows, ensuring technology translates into tangible value. Raghu anticipates that smaller and mid-sized law firms may initially leverage AI more aggressively as a competitive equalizer, pushing larger firms to make bolder, more strategic moves beyond simple optimization. He stresses that the ultimate differentiator for success in the AI era will likely be less about the technology itself and more about effective change management. The rapid pace of AI adoption already witnessed in the legal sector signals that this transformation is not a distant prospect but a present reality reshaping the industry at an unprecedented speed. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

In this week’s Geek in Review, we sit down with Patrick Waldo, CEO of Unicorn Forms and proud Houstonian, to explore the intersections of data, document automation, and legal tech innovation. From the vibrant startup culture at Houston's ION and the Capital Factory's SXSW House event to the regulatory grind of form design, Waldo shares how his journey—from working in compliance-heavy industries to launching a playfully named but technically serious platform—is reshaping how we think about document-driven workflows. Waldo pulls back the curtain on Unicorn Forms’ approach to digitizing and structuring data trapped in PDFs. With a background in regulatory intelligence, he understands firsthand how critical, yet painfully inefficient, static documents can be. Unicorn Forms aims to transform the “eight-and-a-half-by-eleven world” into structured, field-driven digital tools. By mimicking the look and feel of familiar e-sign interfaces while embedding structured fields and integrations like Calendly or Stripe, the platform bridges the gap between legal formality and technical interoperability. Security and compliance are at the heart of the conversation as Waldo outlines the different levels of electronic trust, explaining how Unicorn Forms distinguishes itself with hashed documents, timestamp authorities, and encryption standards that exceed many traditional e-signature solutions. He highlights how many professionals—especially in legal, healthcare, and finance—aren’t aware of the risks they take when using non-secure PDFs for sensitive data like social security numbers or payment details. The episode also dives into the often-overlooked role of data ontologies in making government and enterprise forms interoperable. Waldo describes the complexity behind something as seemingly simple as a name or address field and how lack of standardization leads to inefficiencies and errors. By applying his years of ontology-building experience, Unicorn Forms aims to enable more intuitive, human-readable, and system-compatible data capture, with real-world use cases already in place—like improving film permitting processes for the Houston Film Commission. From a startup perspective, Waldo gets candid about fundraising challenges, the paradox of needing metrics to raise money and needing money to build metrics, and how early-stage companies must balance marketing, sales, and product development. He emphasizes the value of angel investors and local ecosystems like the ION and the Canon, while acknowledging the rising bar of investor expectations in today’s post-2023 funding environment. Finally, Waldo shares his philosophy behind the Unicorn Forms brand—born as an April Fool’s joke but grown into a conversation starter and signal for early adopters. With Party City swag, a pink logo, and a message that draws in the curious and the creative, Unicorn Forms is redefining legal tech not just through software, but through an intentional, approachable identity. As Waldo looks ahead, he sees opportunity in pairing strong data engineering with AI tools—not just to automate, but to make legal and regulatory processes smarter, faster, and more human-centered. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week, we sit down with Sam Flynn, COO and co-founder of Josef, to separate substance from hype in the rapidly evolving world of legal tech. Sam shares his passionate stance that “RAG is not dead,” defending Retrieval-Augmented Generation (RAG) as a foundational and still deeply relevant method for deploying AI in the legal industry—despite the flashy allure of agentic AI. His nuanced take reminds listeners that success in this space depends not only on the sophistication of the technology, but on doing the “boring” foundational work: ensuring data integrity, context-aware chunking, and responsible workflows. Throughout the discussion, Sam champions the idea that great legal technology should not just enhance expert workflows but make legal information accessible to non-experts. With examples from Josef’s clients like L’Oréal, Bumble, and Bupa, Sam illustrates how Josef’s tools allow legal departments to offload routine work through reliable self-service systems—freeing up time for more strategic thinking while improving speed, compliance, and consistency across organizations. He makes the case that empowering end users with trustworthy tools isn’t just good tech—it’s a new model for scaling legal and compliance services. A key highlight is Josef’s Roxanne project, developed in collaboration with Housing Court Answers and NYU. Roxanne is an AI-powered tool designed to help tenants in New York navigate the complexities of housing law. Sam outlines the safeguards that ensure Roxanne’s answers are accurate and compliant, such as closed-domain data sources, human-in-the-loop validation, and smart escalation workflows. The conversation touches on the broader access to justice (A2J) implications of this technology—arguing that when designed carefully, AI can amplify the reach and impact of legal aid organizations by orders of magnitude. The episode doesn’t shy away from the tensions legal professionals feel when automation enters their domain. Sam offers a powerful reframing: instead of seeing these tools as a threat, lawyers should view them as opportunities to offload low-value tasks and expand their influence. The goal, he says, is not to cut jobs—but to redefine the kind of work legal professionals do, making space for more proactive, strategic, and meaningful engagements within organizations and communities. As the conversation wraps, Sam shares his optimism about the future—tempered by a clear-eyed understanding of the human factors that will determine success. While the technology is ready, the question is whether legal professionals will step up and take the lead. His call to action is clear: focus less on the hype, and more on the systems, safety, and trust that make tech transformative. Whether you're a legal technologist, innovator, or cautious observer, this episode offers a grounded and inspiring look at what it takes to build legal tech that actually works. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode. Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week we sit down with Sean West—co-founder of Hence Technologies and author of Unruly: Fighting Back When Politics and Law Upend the Rules of Business. Together, they explore the shifting fault lines where law, technology, and geopolitics collide. From the growing reliance on generative AI in legal work to the erosion of rule of law and the emerging threats (and opportunities) facing knowledge workers, Sean offers a strikingly global—and at times unsettling—view of the legal profession's next frontier. The conversation kicks off with a discussion on the Law360 survey showing that 62% of lawyers are using ChatGPT in some aspect of their work. Sean explains the popularity of general-purpose AI tools over legal-specific ones as a matter of price, accessibility, and perceived innovation. While lawyers trust themselves to edit AI outputs, Sean warns that this passive use of AI could slowly and invisibly displace traditional legal roles, without firms consciously realizing what’s been lost. The discussion deepens as Sean introduces the idea of passive job displacement—where tasks once assigned to junior lawyers, interns, or external vendors are quietly absorbed by AI tools. He likens it to carrying "a quarter of a human brain in your pocket" for $20 a month. What starts as convenience becomes infrastructure, and over time, demand for human input declines. He also questions the long-term viability of legal tech products that can’t clearly outperform generalist AIs like ChatGPT or Claude. Sean then draws on his geopolitical expertise to underscore the urgent need for situational awareness in law firms and businesses alike. He explains how political volatility—from China and Taiwan to Europe’s regulatory tactics—can suddenly reshape the legal landscape. Rather than relying on traditional prediction models or complex advisory plans that get shelved, Sean emphasizes proactive legal scenario planning. His new product, Hence Global, offers a “geo-legal” lens on global news, customized for specific legal practice areas to help firms act instead of react. We push further into the implications of “front-stabbing” politics, where once-hidden power plays are now openly transactional. Sean describes a world where AI-driven lobbying, mass arbitration spam, and “robot lawyers” can reshape public policy or flood companies with legal claims at scale. He argues that when the rules are ambiguous, large players will push boundaries—and smaller players may get squeezed out. In a world without a clear referee, the game favors those who can afford better tools and faster moves. Finally, Sean challenges legal and corporate leaders to stop avoiding the hard conversations. Whether embracing AI to boost productivity or choosing to protect jobs, organizations must be transparent. “Let’s front-stab about it,” he says. Make your commitments public—whether you're retraining your workforce or doubling down on AI-driven efficiency. Because in a world where legal, political, and technological lines blur, silence isn’t just unhelpful—it’s a risk. Links and Mentions: Learn more about Unruly and Sean’s work at https://hence.ai Subscribe to Sean’s newsletter: https://geolegal.substack.com Try Hence Global with a discount: global.hence.ai – use promo code GEEK for one-third off Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week we welcome Chan Hee-Koh, CEO and co-founder, and Justin Brownstone, Strategic Partnership Lead at FileRead. As legal professionals and tech enthusiasts gear up for LegalWeek, the conversation starts with some lighthearted banter about the best places to visit in New York—including a passionate endorsement of Angelina in Paris' hot chocolate. However, the discussion quickly turns toward the evolving role of AI in the legal industry and how FileRead is shaping the future of litigation technology. Chan shares the deeply personal story that inspired FileRead’s creation: his immigrant family’s experience during the 2008 housing crisis. Seeing how legal services were out of reach for many due to the complexity and cost of litigation, he set out to develop a platform that could make legal discovery and fact-finding more accessible and efficient. FileRead focuses on litigation-specific AI applications, aiming to streamline document review, build stronger factual narratives, and uncover hidden stories within vast amounts of case data. The discussion also touches on the industry's skepticism toward AI and the need for legal tech companies to build trust and demonstrate real value. The conversation then turns to FileRead’s recent growth and roadmap for 2025. Having secured a $6 million seed funding round and a strategic partnership with Simplify, the company is expanding its capabilities beyond Relativity to offer a standalone AI-powered litigation analysis platform. Justin highlights how FileRead’s technology goes beyond standard eDiscovery tools by enabling instant document analysis, chronology building, and memo drafting—tasks that traditionally take weeks of manual work. The team is also working on developing litigation workflows that will automate complex fact-checking processes, helping lawyers assess case strengths and identify missing evidence more efficiently. A key theme of the episode is the legal industry’s slow but inevitable adoption of AI. Chan and Justin discuss how legal workflows are fundamentally different from those in other industries due to the uncertainty and unpredictability of litigation. Unlike transactional law, where contracts and compliance processes are more standardized, litigation involves a constantly shifting landscape where new evidence and legal arguments can completely change the direction of a case. The hosts and guests explore how AI is beginning to bridge the gap between human expertise and technological efficiency, making legal work more strategic and less burdened by repetitive document review. As the episode wraps up, the hosts reflect on the rapid evolution of legal technology. Greg and Marlene note that while AI has been discussed in legal tech for years, the capabilities of large language models (LLMs) have dramatically accelerated in just the last two years. Chan and Justin acknowledge that staying ahead in this fast-moving space requires constant experimentation and adaptation. However, they emphasize that while technology can enhance legal work, people remain at the center of the industry. AI should be seen as a tool that empowers attorneys rather than replaces them. To learn more about FileRead, visit FileRead.com, or reach out directly to Chan and Justin via email. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week, we welcome back Ed Walters, Chief Strategy Officer at vLex, to discuss the latest advancements in legal AI. The conversation covers the evolving role of AI in legal research, the integration of multimodal AI capabilities, and the ethical considerations surrounding the technology. With the rapid pace of innovation in AI-powered tools, Walters provides insights into how vLex is adapting and pushing the boundaries of legal technology. His perspective underscores the importance of structured legal data, security measures, and law firms leveraging their proprietary data for competitive advantage. One of the key topics discussed is the impact of reasoning models in AI-powered legal research. Walters notes how tools such as OpenAI, Gemini, and Anthropic’s latest models are transforming legal workflows by enabling more sophisticated research capabilities. These tools allow for more human-like interactions with AI, increasing efficiency in knowledge work by reducing non-billable research time. Walters emphasizes that while these advancements are impressive, legal professionals should always verify AI-generated content, ensuring that human judgment remains the final step in legal analysis. A particularly exciting development discussed in the interview is vLex’s recent integration of multimodal AI capabilities, enabling the analysis of audio and video files. Walters explains how this feature allows lawyers to transcribe and analyze depositions, oral arguments, and client intake interviews securely within Vincent AI’s SOC 2 Type 2 compliant environment. This breakthrough provides legal professionals with enhanced efficiency in document review and litigation preparation, reinforcing vLex’s commitment to transparency and usability. The discussion highlights how these features bridge the gap between traditional and AI-powered legal workflows, streamlining processes while maintaining high-security standards. The conversation also explores vLex’s integration of docket alarms into litigation workflows, allowing legal professionals to generate comprehensive profiles of opposing counsel and judges. This tool enables lawyers to analyze patterns in case filings, settlement tendencies, and motion success rates. Walters emphasizes that the ability to synthesize vast amounts of structured litigation data provides firms with a strategic advantage. However, he also acknowledges the ethical implications, stressing the need for transparency in AI-generated insights to maintain the integrity of legal practice. Finally, Walters shares his thoughts on the future of legal AI, predicting a shift toward the integration of law firms’ proprietary data with public datasets. He highlights vLex’s new initiative, Vincent Studio, which allows firms to create bespoke AI-driven workflows tailored to their specific needs. This, he argues, is the next frontier in legal tech, where law firms transition from passive AI adoption to active AI-driven innovation. As the industry continues to evolve, Walters reinforces the idea that while AI enhances legal practice, human expertise and oversight remain irreplaceable. His insights provide a compelling vision of how legal professionals can leverage AI to augment, rather than replace, their legal expertise. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week on The Geek in Review, we welcome Zach Posner, co-founder and managing director of The Legal Tech Fund. Zach brings a dynamic mix of first‐hand experience and visionary insight into the world of legal tech investments. The conversation kicks off with a discussion of recent high-profile funding rounds—such as Harvey’s $300 million raise—and the growing influx of generalist VC interest in the legal space. This episode sets the stage by framing legal tech as a rapidly evolving market that’s finally getting the spotlight it deserves. Decoding Funding Dynamics and Early-Stage Challenges A key portion of the discussion centers on the inefficiencies of early-stage funding in the legal tech arena. Zach explains that, unlike public markets with readily available metrics, early-stage investments rely heavily on personal relationships and entrepreneurial trust. He highlights how the lack of data and public comparables makes each handshake a significant moment of risk and opportunity. The dialogue provides listeners with an insider’s perspective on why leadership credibility and entrepreneurial vision are often more critical than raw business metrics in legal tech startups. Community Building and Collaborative Innovation Another major theme in the conversation is the importance of community and collaboration. Zach underscores that the Legal Tech Fund isn’t just about injecting capital—it’s about cultivating an ecosystem where startups, law firms, and legal departments work hand-in-hand. The fund’s unique approach of engaging with 65 different portfolio companies daily has fostered a network that benefits from shared insights and strategic partnerships. This community-first approach, according to Zach, is instrumental in driving both innovation and seamless product integration for legal professionals. Embracing AI and User-Centric Solutions The conversation takes a forward-looking turn as Zach discusses how artificial intelligence is revolutionizing legal workflows. While many legal tech innovations focus on enhancing efficiency, he stresses that creating an exceptional user experience is paramount. Zach notes that the rapidly evolving AI landscape demands that legal tech startups not only keep pace with technological advancements but also prioritize intuitive design and seamless integration. This approach helps ensure that even as technology becomes more powerful, it remains accessible and directly relevant to the end user. Looking Ahead: The Future of Legal Tech Wrapping up the episode, Zach offers a crystal ball view of the future, predicting that the next few years will see even more dramatic changes in legal tech. From AI-driven workflow automation to innovative partnerships between law firms and startups, the sector is poised for transformative growth. He encourages legal professionals to experiment, learn continuously, and stay curious about emerging technologies. For listeners eager to explore further, Zach directs them to legaltech.com and TLTFsummit.com, promising more insights and upcoming announcements. This episode is a must-listen for anyone interested in the convergence of law, technology, and innovation. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

In this episode of The Geek in Review, we welcome back Legal Tech and Security industry experts, Ken Jones and Josh Smith, to discuss the upcoming ILTA Evolve Conference. Reflecting on last year’s focus on AI potential, we discussed how the legal tech landscape is shifting towards practical applications of artificial intelligence and cybersecurity in 2025. Josh and Ken share their insights for legal professionals eager to understand current trends and the real-world impact of emerging technologies. Throughout our discussion, we highlighted the shift from the “what ifs” of AI to tangible, real-world use cases. Josh emphasized that this year, ILTA Evolve is focused on cost-saving AI applications and enhancing productivity, while Ken referenced the Gartner Hype Cycle to illustrate the movement from initial hype to actionable outcomes. The discussion underscores the importance of practical implementation in legal technology for anyone involved in artificial intelligence and cybersecurity. We get the behind-the-scenes process of curating ILTA Evolve content, showcasing how volunteer session coordinators and a diverse committee work together. By gathering input from industry experts, soliciting innovative ideas via LinkedIn, and balancing quantitative feedback with qualitative insights, Ken and Josh made sure that the conference features a wide range of topics. This collaborative approach not only enriches the legal tech experience but also makes ILTA Evolve an event where every legal professional can find valuable takeaways. One of the episode’s focal points was Tara Wheeler’s keynote, “Navigating the Digital Frontier.” Ken and Josh share their excitement about her deep dive into the intersection of AI and cybersecurity—a topic that mirrors our own discussions on legal tech advancements. In addition to high-caliber educational sessions, there is extensive networking opportunities at ILTA Evolve, including interactive workshops, built-in networking breaks, and engaging social events. These elements are critical for fostering professional connections in the legal technology community. As our conversation wrapped up, we looked forward to the future of legal tech and the evolving challenges in data governance, cybersecurity, and regulatory compliance. We shared our thoughts on how rapid technological advancements call for a balance between automation and human expertise. Despite the complexities of emerging legal tech trends, we remain optimistic that ILTA Evolve will continue to educate, connect, and inspire the legal tech community well into the future. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Evolving Legal Tech Trends: From Theory to PracticeCollaborative Theme Selection & Diverse ContentHighlighting Keynotes and Networking OpportunitiesFuture Challenges and Opportunities in Legal TechBlue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week, we sit down with Wendy Jephson, CEO and founder of Let's Think, to explore how behavioral science is revolutionizing knowledge management and decision-making in legal organizations. Drawing from her extensive experience at NASDAQ and in legal tech, Jephson shares valuable insights into capturing tacit knowledge and improving critical thinking through technology. The conversation delves into how Let's Think is addressing one of the legal industry's most pressing challenges: capturing and transferring the valuable knowledge locked in experts' minds. Jephson explains their innovative approach of using behavioral science methodologies combined with AI to extract, structure, and share tacit knowledge within organizations. The discussion highlights how this technology not only preserves crucial expertise but also enhances client relationships and improves fee recovery rates. A significant portion of the episode focuses on the intersection of behavioral science and legal technology. Jephson outlines how Let's Think's platform serves as a "thinking partner" for legal professionals, helping them develop strategic thinking skills while preserving institutional knowledge. The discussion explores how this approach differs from traditional automation-focused legal tech solutions by emphasizing the enhancement rather than replacement of human expertise. The hosts and Jephson examine the practical implications of behavioral science-based technology for law firms, particularly in addressing challenges such as knowledge transfer between senior and junior lawyers, improving client communications, and justifying complex legal work. The conversation highlights how this approach can lead to better understanding of legal work's value, potentially reducing write-offs and improving client satisfaction. The episode concludes with a forward-looking discussion about the future of legal tech and women-led startups in the legal industry. Jephson shares her optimistic perspective on the increasing acceptance of AI in legal practice and the growing presence of women in legal technology leadership roles, suggesting a transformative period ahead for the legal industry. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript

This week, we welcomeGabriela “Gaby” Isturiz—a serial entrepreneur, legal tech pioneer, and co-founder ofThe XX Fund. Gaby’s impressive background includes building multiple high-growth SaaS companies that were acquired by Fortune 500 firms, and her transition into venture capital has fueled a mission to support women-led startups. The conversation sets the stage by delving into the rapid evolution of legal tech, with a special focus on the challenges and opportunities presented by generative AI. Gaby dives into the transformative impact of generative AI on the legal tech landscape. She highlights how startups are racing to adopt the latest AI capabilities yet warns that simply labeling a product as “AI-powered” does not guarantee success. Drawing on research that compared customer responses to landing pages with and without explicit AI mentions, she underscores the critical importance of balancing technological buzzwords with clear, tangible value propositions. For enterprise customers, the promise of AI must translate into concrete benefits rather than inflated expectations. The discussion then shifts to the hurdles of scaling a legal tech business. Gaby explains that the journey from achieving problem-solution fit to securing product-market fit involves a series of challenges—from attracting early customers and retaining them, to navigating the complexities of scaling operations and talent acquisition. In an industry where incumbents hold significant distribution advantages, Gaby advises startups to adopt a laser-focused approach. By outperforming established players in specific niches and iterating rapidly, nimble startups can gain a foothold even against the so-called 800-pound gorillas of the market. A significant portion of the episode is dedicated to exploring the mission behind The XX Fund. Gaby shares her personal journey—from leaving a high-paying role to build solutions that truly matter, to her realization that mentorship and strategic investment could empower the next generation of women founders. She explains how The XX Fund specifically targets early-stage tech and tech-enabled companies with valuations under $10 million, aiming to address the stark funding disparities faced by women-led ventures. Gaby’s passion for providing both capital and access resonates throughout the conversation, as she emphasizes that creating an inclusive ecosystem benefits the entire industry. Looking ahead, Gaby offers a forward-looking perspective on the future of legal tech and professional services. She predicts that while technological advancements like AI will continue to disrupt workflows and streamline operations, the real challenge lies in mastering go-to-market strategies. Legal tech startups must not only innovate but also clearly communicate the value of their solutions to a market inundated with new tools and applications. Gaby’s crystal ball insight reminds us that success in this rapidly changing environment depends on a delicate balance between technological prowess and strategic customer engagement, ensuring that innovation translates into sustainable growth. Links: Customers don't care about your AI featureThe Fund XXGaby's LinkedIn Newsletter (Build Legal Tech)Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TRANSCRIPT

This week we welcome back Karen Dunn Skinner and David Skinner, founders of Gimbal Consulting, to discuss a revolutionary approach to legal efficiency. Their latest book, The Power Zone Playbook for Lawyers, provides a step-by-step guide to optimizing legal workflows, enhancing productivity, and preventing burnout. With over two decades of experience in legal process improvement and law firm management, Karen and David share their insights on how lawyers can focus on high-value tasks, delegate strategically, and build thriving practices without sacrificing well-being. A major theme of this conversation revolves around the concept of the Power Zone, which is defined by three key pillars: work that lawyers are uniquely qualified to do, work they are passionate about, and work that delivers the most value. By identifying these core strengths, legal professionals can reduce inefficiencies, optimize workflows, and shift their focus to strategic tasks. The discussion also introduces The Delegation Quadrant, a powerful framework for assigning work effectively, ensuring that lawyers concentrate on their most impactful contributions while leveraging legal assistants, technology, and automation for lower-value tasks. Another key highlight is the role of AI and automation in legal practice, particularly in light of recent innovations like DeepSeek's AI-powered legal reasoning model. Karen and David discuss the impact of AI tools in streamlining repetitive legal work, improving access to justice, and increasing efficiency in small firms. However, they emphasize that while AI can handle routine processes, the true value of a lawyer lies in the transformation they provide to clients—whether in business transactions, litigation, or personal legal matters. As legal technology evolves, firms must adapt by embracing new tools while maintaining a strong client-centered approach. Beyond technology, Karen and David explore how shifting away from the traditional billable hour model can lead to greater profitability and client satisfaction. Flat-fee pricing and value-based billing strategies allow lawyers to align their interests with their clients while enhancing efficiency. They also discuss how different generations of lawyers approach work-life integration, highlighting the importance of early career planning, self-awareness, and continuous professional development. By adopting a Power Zone mindset, attorneys at any stage in their career can reduce stress, increase their impact, and build more sustainable legal careers. For lawyers looking to take control of their practice, maximize their strengths, and embrace strategic efficiency, The Power Zone Playbook is a must-read. The book provides practical tools, real-world case studies, and actionable insights to help legal professionals optimize their workflow. Grab a copy of The Power Zone Playbook for Lawyers on Amazon and explore Gimbal Consulting’s coaching programs at LeanLegal.academy. Don’t forget to subscribe to The Geek in Review on Apple Podcasts, Spotify, and YouTube to stay updated on the latest insights in legal innovation. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TRANSCRIPT

This week, we are joined by Atena Reyhani, Chief Product Officer at ContractPodAi, for an engaging discussion on the intersection of AI innovation and the legal industry. Atena brings her deep expertise in AI-driven product development and shares insights into the trends shaping legal technology and how ContractPodAI is at the forefront of this transformation. The conversation kicks off with a focus on the prevalence of conversational user interfaces (CUIs) in modern legal tech tools. Atena explains that CUIs, inspired by platforms like ChatGPT, are intuitive and reduce the cognitive load for users, making adoption easier. “Conversational user experience is now one of the ways of interacting with super intelligence,” she notes, highlighting how this design helps bridge the gap between human communication and AI capabilities. Atena also predicts a future shift towards deeper human-AI collaboration, moving beyond simple interactions to robust tools that integrate seamlessly with user workflows. When asked about the challenge of brand differentiation in a landscape where many tools appear similar, Atena emphasizes the importance of moving from basic chatbots to comprehensive, end-to-end solutions. She points to the rise of agentic AI, where multiple AI agents work together to provide dynamic, actionable insights. According to Atena, “AI can now analyze information, outsource tasks, and dynamically engage multiple AI agents to perform end-to-end operations,” paving the way for truly intelligent legal platforms. Atena delves into how ContractPodAi leverages AI to address real-world challenges in legal operations. With its Lea AI solution, the company has expanded beyond contract lifecycle management (CLM) to broader enterprise applications such as compliance and obligation management. Atena reveals an exciting new initiative, the Lea Marketplace, which she describes as “a one-stop shop for enterprise legal GenAI,” likening it to the Salesforce or Microsoft Marketplace. This platform will enable partners and subject matter experts to accelerate innovation through collaborative, industry-specific solutions. Reflecting on her career in AI and her recognition as an award-winning innovator, Atena speaks passionately about the tangible impact of AI on businesses and individuals. She also underscores the importance of diversity in technology development, stating, “Women bring a diverse perspective that is crucial for innovation.” Atena encourages more women to step into leadership roles and shape the future of AI and legal tech. The episode concludes with Atena’s predictions for the legal tech industry. She identifies key challenges, including aligning AI capabilities with organizational needs and ensuring effective user adoption. “It’s one thing to have the technology and another to use it to its full potential,” she observes, stressing the importance of strategic deployment, training, and change management. Atena’s optimistic vision underscores the vast opportunities for AI to revolutionize legal operations. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@glambertpod⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This week we welcome Bobby Puglia, Chief Product Officer at Bloomberg Industry Group, to discuss Bloomberg Law's latest generative AI-powered tools: Bloomberg Law Answers and Bloomberg Law AI Assistant. Bobby provides an insightful look into how these tools are designed to revolutionize legal research by making it faster, more intuitive, and seamlessly integrated into users' workflows. The conversation begins with a discussion about the challenges of capturing the attention of legal professionals and the strategies that can bridge the gap between innovation and adoption. Addressing "Tool Fatigue" and Driving Innovation Adoption Bobby delves into the strategies behind overcoming "tool fatigue," a common challenge in the legal industry. He highlights the importance of understanding specific user pain points and delivering targeted solutions. Marlene shares how peer advocates within law firms can champion the adoption of new tools, while Greg emphasizes the need for tailoring communication to align with the unique needs of different legal professionals. These insights reveal Bloomberg's thoughtful approach to encouraging the adoption of its cutting-edge tools. Inside Bloomberg Law Answers and AI Assistant Bobby explains how Bloomberg Law Answers uses generative AI to provide concise, transparent answers directly in search results. With citations and detailed attributions, the tool seamlessly integrates into existing workflows. Meanwhile, the AI Assistant offers a groundbreaking way to interact with legal documents—allowing users to summarize, interrogate, and ask specific questions confined to the document’s "four corners." These tools are designed to save time and enhance productivity for attorneys and legal researchers. User-Centric Design and Quality Assurance The discussion highlights Bloomberg's user-focused development process, including its Innovation Studio, which uses pre-beta testing to refine tools based on user feedback. Bobby outlines how this iterative approach improves content sourcing, interface design, and overall functionality. Robust benchmarking, guardrails, and human-in-the-loop testing ensure that Bloomberg’s AI tools maintain the highest standards of accuracy and reliability. The Future of AI in Legal Workflows Looking ahead, Bobby shares his vision for generative AI’s role in reshaping the legal industry. He predicts a future of integrated, customizable workflows that reduce time spent on routine tasks, allowing legal professionals to focus on high-value work. The conversation also explores how Bloomberg plans to expand its AI Assistant to tackle broader research tasks, streamline navigation, and enable seamless integration with platforms like Microsoft. Listen on mobile platforms: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Blue Sky: ⁠⁠@glambertpod⁠⁠ ⁠⁠@marlgeb⁠⁠ ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TRANSCRIPT