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

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

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

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

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

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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

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

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

Links:

Amber (Burgess) O'Meara | LinkedIn

Tim Andrews | LinkedIn

MinterEllison: Overview | LinkedIn

MinterEllison - MinterEllison

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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

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

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

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

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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

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

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

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

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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

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

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

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

Links:
– https://www.vlex.com/vincent

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Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Transcript

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

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

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

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

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

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Contact Us:

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.com

Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

In the legal profession, success is not solely about winning cases but also about building a sustainable practice that endures the test of time. Douglas J. Wood, a veteran entertainment and media lawyer, underscores this in his latest book, From Dawn to Dusk. Wood shares valuable insights on the importance of strategic planning for lawyers and offers advice on navigating the emotional and practical challenges of transitioning out of active practice. His reflections provide a roadmap for legal professionals aiming to build a thriving practice and smoothly transition into retirement.

Wood emphasizes the critical role that a well-structured business plan plays in the success of a legal practice. Drawing from his personal journey, he highlights how he adopted basic business principles early in his career, focusing on creating a detailed, written plan with specific, measurable goals. According to Wood, lawyers often overlook the necessity of such planning, choosing instead to rely on their legal expertise alone. However, by integrating business strategies into their practice, lawyers can significantly enhance their chances of long-term success. Wood's approach demonstrates that a solid business plan is not just an option but a necessity for those who wish to thrive in the competitive legal landscape.

As lawyers progress in their careers, they inevitably face the challenge of transitioning out of active practice. Wood candidly discusses the emotional strain associated with this process, particularly the sense of irrelevancy that can emerge as one nears retirement. He stresses the importance of having a transition plan in place, one that allows lawyers to gradually step back while ensuring their clients are well taken care of by other attorneys. This transition, Wood argues, should not be left to chance; instead, it should be a carefully managed process that begins years before retirement. His advice serves as a reminder that, just as in the early stages of a career, strategic planning is crucial in the later stages as well.

One of the more pressing issues in today’s legal industry, according to Wood, is the generational gap exacerbated by the shift to remote work during the COVID-19 pandemic. This gap, he believes, threatens the traditional methods of mentoring and knowledge transfer within law firms. The remote working model has disrupted the interpersonal relationships that are essential for passing down wisdom from senior lawyers to younger associates. Wood warns that law firms must find ways to bridge this divide if they are to maintain a cohesive and effective workforce. His observations highlight the need for firms to adapt to the changing work environment while preserving the core elements of mentorship and collaboration that are vital to a firm’s success.

In essence, Wood’s insights offer a comprehensive guide for lawyers at every stage of their careers. From the importance of a well-structured business plan to the challenges of transitioning out of practice, his advice is both practical and deeply reflective of his own experiences. Moreover, his concerns about the generational gap in law firms serve as a timely reminder that the legal profession must evolve with the times while maintaining its foundational practices. For any lawyer looking to build a successful career and plan for a smooth retirement, Wood’s wisdom is invaluable.

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Contact Us:

Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript on 3 Geeks and a Law Blog