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Technically Legal - A Legal Technology and Innovation Podcast
30 minutes | 20 days ago
A New Era for Online Dispute Resolution With Collin Williams & Rich Lee
Online Dispute Resolution. That is the topic of discussion with New Era ADR cofounders Collin Williams and Rich Lee. New Era ADR is an online claims dispute resolution platform that provides online mediation and online arbitrations. Collin and Rich came up with the idea for New Era after they both served as General Counsel for a couple of Chicago based tech start ups. Collin was GC for online music instrument marketplace Reverb and Rich's last role was general counsel for Civis Analytics. A data science company founded by technology vets from the 2012 Obama reelection campaign. Collin and Rich are buddies and a couple of years ago they were commiserating about inefficiencies in dispute resolution they dealt with as GCs. That is when the seeds for New Era were sown. Fast forward to 2020, and the two got serious about launching an online dispute resolution company. The company teamed up with the National Academy of Distinguished Neutrals and provides experienced neutrals to oversee online arbitrations and mediations. The rest, as they say, is history (or at least history in the making). Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
48 minutes | a month ago
On the New Reality of Distributed Legal Teams (Paul Sieminski GC for Automattic)
Automattic, the company behind WordPress.com, Tumblr and WooCommerce (among others), is a distributed company by design. In fact, the company’s creed spells out its commitment to a distributed workforce. They have 1500 employees spread across 80 countries. In the latest episode of Technically Legal, Paul Sieminski, Automattic’s General Counsel, discusses how legal work, which has traditionally been performed in offices, is prime for distributed teams because it is quintessential knowledge work. And… the legal industry, like all others, must face the new post-Covid reality where people will likely spend much less time in an office (if at all). Paul explains why effective communication is key to working with others outside of an office environment, and how this is good for lawyers because communication is a “legal superpower”. He also shares tips and suggestions on how to create productive and successful distributed legal teams. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
33 minutes | 2 months ago
Using Legal Technology to Scale a Legal Department with Mel Scott (Megaport)
Using legal tech to scale a corporate legal department is the topic du jour in Episode 45. The guest: Mel Scott, Senior Legal Counsel for Megaport, a global technology company offering scalable point to point connectivity for public and private cloud connections. Mel is also the host of a great podcast called Counsel about in-house lawyer life. Mel talks about her journey from law firm lawyer to an in-house role. She also talks about her experience scaling Megaport's legal department not only with specific legal technology (contract management app Ironclad) but by starting with technology the company was already using. In this case, Slack and Jira (issue and project tracking software). Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
49 minutes | 2 months ago
George Socha on the EDRM & AI in Electronic Discovery
The history, current state and the impact of Artificial Intelligence on the Electronic Discovery Reference Model (EDRM) is the topic of conversation with George Socha. George currently serves as Senior Vice President of Brand Awareness for e-discovery software company, Reveal Data, but back in 2005, he founded the EDRM along with Tom Gelbmann. What is the EDRM? It is a model that outlines the stages of the Electronic Discovery process. The EDRM discovery stages are: Information Governance Identification Preservation and Collection Review and Analysis Production and Presentation In the 16 years since the inception of EDRM, the use of artificial intelligence and machine learning is much more prevalent in e-discovery, and as George explains, can be used in nearly every EDRM phase. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
41 minutes | 4 months ago
Using IP Management Software & Automation To Maximize ROI with Jeppe Hudtloff Viinberg (Rightly.io) & Michael Ro Mejer
Using intellectual property management software and automation is the topic of conversation for Episode 43. We talk to Jeppe Hudtloff Viinberg Rightly.io co-founder and Rightly user Michael Ro Mejer Interim General Counsel for Danish clothing company, Masai. Rightly is IP management software that automates and tracks tasks across the IP management lifecycle. Such as docketing, renewal management, and brand protection. The app also provides IP registration metrics and reporting. Jeppe and Michael explain how through the use of technology, IP management can move from manual processes and tracking deadlines on spreadsheets to automating tasks necessary to the intellectual property lifecycle. Using technology to manage intellectual property also makes it possible to leverage metrics and maximize return on IP investments. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
38 minutes | 4 months ago
Greg Lambert on the Importance of the 21st Century Law Librarian
In the first episode of 2021 we talk to a fellow podcaster and legal blogger Greg Lambert. He is co-host of the Geek in Review Podcast and also writes for Three Geeks and a Law Blog. Both the Three Geeks podcast and blog focus on legal innovation and change in the legal industry. Greg’s day job is Chief Knowledge Services Officer for the Dallas based law firm Jackson Walker. Although Greg still considers himself a law librarian, as Greg explains, the role of a law librarian in the 2020s is way different than it was in the late 90s when he started his career after a stint in the army, law school and with a masters degree in library sciences in hand. If the term law library conjures up visions of books and an old school card catalog, think again. Modern law librarians are often legal technologists and the role of law librarians overlaps with knowledge and information management professionals, among other functions in a law firm. In fact, Greg oversees several non-library functions at his firm that involve the use of tech and data. Greg is a member of the firm’s C Suite and is in charge of its research team, the firm’s conflicts and intake team and he also helps with marketing and business development. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
34 minutes | 4 months ago
Lucy Bassli on The Modern Legal Ecosystem and Unicorn Lawyers (2018)
The modern legal ecosystem and all its allied professionals is the topic of discussion with Lucy Bassli, founder of InnoLaw Group (formerly InnoLegal Services) and Chief Legal Strategist at Law Geex. Lucy started her career in Big Law (at Davis Wright Tremaine) and ultimately landed a job in Microsoft’s legal department where she served as Assistant General Counsel. At Microsoft, Lucy was responsible for, among other things, the legal department’s procurement operations and contract management systems. Lucy left Microsoft in 2017 and started InnoLaw Group–part law firm and part consultancy–where she helps law firms and law departments develop new ways to deliver and receive legal services. In her role as Chief Legal Strategist for Law Geex, Lucy advises on the use of artificial intelligence in contracting, helps with product roadmaps, consults with corporate customers, and assists with the development of go-to-market strategies. Lucy discusses the players in the modern legal ecosystem (regulators, industry groups, service providers, consumers of legal services and educators) and why to be really successful and efficient, all of them should work together. She also explains what it means to be a unicorn lawyer–a lawyer that knows law, but also loves, understands and values process and technology. We also talk about the “Big 4” entering the legal market and how law firm associates have a real opportunity to push for change. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
46 minutes | 5 months ago
Workflow Automation for Legal With Scott Kelly (President of Community.Lawyer)
Workflow automation for lawyers and legal teams is the topic of Episode 41. Our guest is Scott Kelly, one of the founders of Community.Lawyer, which is “no-code” workflow automation software with an app builder designed with attorneys in mind. Community.Lawyer is a way for law firms, corporate legal departments and legal aid organizations to automate common and repeatable tasks to save time and resources. Among other uses, Community.Lawyer can be used to create forms to collect data, create portals for both internal and client use, automate document creation and even collect payments. The app is centered around databases that legal teams can use to collect and reuse data relating to their clients and legal matters. As Scott discusses, Community.Lawyer is being put to some pretty cool uses both for public and commercial purposes. Law firms and legal departments are using it to create better client experiences and it is also a great tool for legal aid organizations to tackle access to justice issues. Speaking of access to justice and public sector legal work–Scott is no stranger to that. With an Ivy League law degree in hand, he started his career working for the American Civil Liberties Union. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
49 minutes | 6 months ago
Why Hackers Like Law Firms & Legal Departments (and Cyber Security 101) with Matthew Holland, CEO Field Effect Software
Episode 40 is a great conversation with Matthew Holland, CEO of Field Effect Software, a cyber security company providing tools and managed detect and response (MDR) services to protect against cyber attacks. Field Effect is Matthew’s second company. In 2007 he founded Linchpin Labs, a company that offered ethical privatized intelligence to governments and companies. Matt started his cyber security career with an internship at Canada’s Communications Security Establishment (CSE). Canada’s CSE is similar to the NSA in the United States. The CSE ultimately brought Matt into the Tailored Access Operations group to gather signals intelligence for the agency (intelligence from communications and information systems). Matt explains why law firms and legal departments are prime targets for hacking. He thinks of law firms and legal departments as “the formalization of relationships between businesses and people and the documents, the communications around all those resources.” And, in those documents and communications, is the type of very sensitive information hackers hunt for. That is why law firm data security is key. Matthew also discusses cyber security best practices for law firms and corporate legal departments (cyber security best practices for all businesses, really). Matthew’s first and foremost suggestion to prevent against cyber attacks? Education. The majority of cyber incidents have a root cause in human error and cyber security education goes a long way. He also suggests the use of multifactor authentication (MFA), VPNs (virtual private networks) and password managers. He also explains that an organization’s first step in implementing a cybersecurity policy or program is to designate a point person and figure out what kind of budget is available. Once a budget is known, organizations can then start to figure out the best approach to cyber security (what software to use and whether security efforts should be handled in-house or outsourced, like an MDR solution). Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
51 minutes | 7 months ago
The Pros & Cons and Dos & Don’ts of Virtual Court Hearings With Federal Judge Tony Leung (Minnesota) Episode 39
Virtual court hearings are the subject of Episode 38. We talked to Magistrate Judge Tony Leung via Zoom about using Zoom videoconferences for court. Judge Leung sits on the bench for the United States District Court for the District of Minnesota and has a pretty impressive background. He emigrated from Hong Kong to the United States at the age of 6, was valedictorian of his high school class and then headed to Yale for college. From Yale he went to New York University law school, worked as an attorney at BigLaw for a few years and then became not only the first Asian American state court judge in Minnesota, but also the first Asian American federal judge in the state. Judge Leung talks about his experience with virtual court hearings and the pros and cons of holding court hearings by videoconference. He also offers some best practices for appearing before a judge via video (test your equipment ahead of time, make sure you have a stable internet connection and good lighting, take time to mark and ready your exhibits and... make sure you are out of bed before hopping on the video call!). Judge Leung also talks about how internet access for all also implicates access to justice issues. Specifically, if not everyone has access to the internet, it may limit their ability to have their day in court. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
32 minutes | 7 months ago
Lawyers Duty of Technology Competence (2020 Edition) With Jim Doppke
Ethics attorney Jim Doppke returns to Technically Legal to talk legal ethics and technology. Jim is a former prosecutor for the Illinois Attorney Registration and Disciplinary Commission and is now in private practice with Robinson, Stewart, Montgomery and Doppke. Jim counsels attorneys and businesses on legal ethics issues and represents attorneys and attorney candidates in ARDC proceedings. Way back in 2017, Jim was our first guest and he talked about what was then a fairly recent change to Comment 8 to Model Rule of Professional Conduct 1.1 (a lawyer’s duty of competence). In response to changes in technology, the American Bar Association added language to MRPC 1.1 , Comment 8 stating attorneys must understand “the benefits and risks associated with relevant technology.” (To date, more states than not require attorneys to be “technologically competent.”) We brought Jim back to talk about what has changed since he first appeared on the podcast because his original episode is still one of the most downloaded. Jim says a few things have changed since the tweak to the Rule 1.1: More lawyers using artificial intelligence (AI), especially for contract review and litigation, more lawyers using tech in general (especially since COVID-19) and that there are now other legal ethics rules that touch on the use of technology (like MRPC 5.3 (Responsibilities Regarding Nonlawyer Assistance). Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
37 minutes | 8 months ago
Michael Volkov on Tech, Software & Data Analysis in Compliance Programs
Attorney Michael Volkov, head of the Volkov Law Group, is our guest for Episode 38. He discusses the use of technology, software and data analysis in corporate compliance and ethics programs. Michael and his firm focus on regulatory compliance issues, internal investigations and white collar crime. Michael explains that it is very difficult to implement a successful ethics and compliance program without using technology to analyze data. In fact, recent updates to the U.S. Department of Justice Evaluation of Corporate Compliance Programs (the “DOJ Compliance Guidance”) emphasizes that corporate compliance officers must be given access to relevant compliance and human resources data so they may properly monitor and assess the effectiveness of compliance programs. Michael discusses the types of data that should be measured to ensure the effectiveness of a corporate compliance program, where to find that data and the future of compliance software and “RegTech” (Regulatory Technology). Michael has his own compliance podcast, Corruption, Crime and Compliance and a great blog focused on compliance, internal investigations and white collar crime. Things We Talk About in This Episode DOJ Compliance Guidance Compliance Dashboards RegTech Software Association of Corporate Counsel Legal Operations Maturity Model for Compliance Foreign Corrupt Practices Act (FCPA) Mr. Roboto Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
37 minutes | 9 months ago
Real Talk About Cross Border Data Transfers & Schrems II With Data Privacy Attorney Christian Auty - Episode 36
Bryan Cave data privacy attorney Christian Auty returns for Episode 36 to talk about the real world implications of the Schrems II opinion from the European Court of Justice. What is Schrems II? It is shorthand for Case C-311/18 Data Protection Commissioner v. Facebook Ireland Limited and Maximillian Schrems. In it, the Court of Justice reaffirmed that generally, transfers of personal data from the EU to non-EU countries are prohibited unless sufficient measures are taken to protect it. The court followed law found in the European Data Protection Directive and the GDPR (General Data Protection Regulation). Both say that personal data of EU citizens may not be transferred to non-EU countries unless proper safeguards are in place and only if the Non-EU country ensures an adequate level of protection for the personal data transferred. In short, Schrems II invalidated the EU/US Privacy Shield Framework that many companies used to legally transfer data between the EU and US. The EU and US governments created the Privacy Shield so companies could become certified to securely transfer data between the EU and US. The Schrems II court did not believe that the Privacy Shield did enough to protect EU personal data because, among other things, even under the program, EU citizens have no right to challenge government requests for their information under the Foreign Information Surveillance Act. As Christian explains, although Schrems II invalidated Privacy Shield, it did not invalidate Standard Contractual Clauses (SCC) and he suggests that if you do not have SCCs in place and you transfer data from the EU to the United States, you should look into them. Standard Contractual Clauses are model contract clauses officially sanctioned by the European Commission that address how companies must handle and protect personal data of EU citizens. Christian says too that companies can bolster their contracts and SCCs by implementing a law enforcement policy–a specific policy about how a company will handle inquiries from intelligence agencies or law enforcement regarding data.
33 minutes | 10 months ago
Anna McGrane & Joshua Fireman on Knowledge and Change Management in Legal Without Boiling the Ocean
You don't have to "boil the ocean" to implement innovation and change in a law firm or legal department. That's what we learn in Episode 35 from Anna McGrane, PacerPro COO, and Joshua Fireman, President of Fireman & Company. PacerPro is an app that streamlines and automates the distribution and capture of data from federal court filings. Fireman & Company is a legal industry-focused management consulting firm. Anna and Joshua join us to talk about a white paper they put together analyzing the time saved and the ROI law firms realized by automating the distribution and processing of federal court filings. Dealing with pleadings may not be the sexiest legal tech use case, but as Joshua explains, addressing solvable, everyday pain points can be a big win in the development of a knowledge management program and in the bigger picture of change management. In their study, Anna and Joshua figured out that by automating the distribution and processing of federal court filings, participating law firms saved nearly 50,000 hours of human time.
35 minutes | a year ago
Slack’s Cyndi Wheeler & Mark Pike on Automating Legal Workflows And (Not) Using Email - Episode 34
Do you want to spend less time dealing with email? Are you interested in automating repetitive work tasks? Cyndi Wheeler and Mark Pike, both in-house lawyers at collaboration software company Slack, offer tips on how to do that in Episode 34. Cyndi and Mark discuss how they moved almost all of their communications with outside counsel away from email and into Slack channels and how that has increased productivity and the effectiveness of their legal team. They also explain that Slack is more than just a communication hub, but has many other features including workflows and bots that the Slack legal department uses to automate common legal tasks. They use Slack workflows to field questions, review documents and contracts for legal issues and help sales close deals. Finally, the two lawyers offer tips about how to organize and prioritize Slack channels and messages to stay sane and not become overwhelmed by the barrage of electronic communications we all get everyday. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
32 minutes | a year ago
Episode 33: Using AI in Litigation – Thomas Suh (LegalMation Co-Founder)
LegalMation Co-Founder Thomas Suh is our guest in Episode 33. LegalMation is a suite of artificial intelligence tools that helps attorneys and legal professionals automate routine litigation tasks like drafting pleadings and written discovery responses. Thomas and his Co-Founder James Lee came up with the idea for LegalMation while working at a litigation boutique. The firm handled high profile cases and, to even the playing field with larger law firms, they leveraged automation to save time and conserve resources. Taking automation a step further, the two attorneys realized artificial intelligence could be used to tackle routine (and sometime mundane) tasks that every litigator has to deal with–like responding to complaints and written discovery. Fast forward a few years, LegalMation is live and used by corporate legal departments for some of the biggest companies in the world. As Thomas explains, Walmart uses LegalMation’s AI in slip and fall cases to give their lawyers a head start and let them focus on “higher touch” legal tasks. Using LegalMation’s assistance in drafting pleadings also promotes consistency throughout the company’s large litigation portfolio. Similarly, LegalMation is also used by law firms to automate litigation tasks, such as Ogletree Deakins whose employment lawyers use it in certain employment cases. Thomas points out that the use of AI in legal is not a replacement for attorneys, but a “lawyer’s technician.” He also says that lawyers implementing tech and AI should start slowly because if you take on too big of a project, you might be setting up yourself for failure. Things We Talk About in This Episode LTL Lawyers Legal Project Management Software IBM’s Watson Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
35 minutes | a year ago
Episode 32: Keith Maziarek & Justin Ergler on the Legal Value Network (and on Community and Collaboration in Legal)
Legal Value Network Founding Board Members Keith Maziarek and Justin Ergler visit Technically Legal for Episode 32. Keith, a second time guest (Episode 15 – legal service pricing) and Justin talk about the genesis of LVN (an evolution from the P3 conference) and the group’s mission of “designing, building and implementing the foundations of a more contemporary and commercially-sound model of legal service delivery.” Keith is Director of Legal Pricing and Project Management at Katten Muchin and Justin is Director of Alternative Fee Intelligence and Analytics at GlaxoSmithKline. Keith and Justin explain that inclusiveness is a big goal for the Legal Value Network and the group wants to create a membership community with representation from all corners of the legal ecosystem. Keith and Justin explain that through LVN they hope to encourage community and collaboration throughout the legal services industry. Things We Talk About in This Episode LVN Webinar: The Challenges and Opportunities of One-to-Many Legal Solutions Blickstein Group Legal Department Operations Survey Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
34 minutes | a year ago
Episode 31: Dennis Garcia & Jason Barnwell on Legal Teams Innovating, Transforming And Working Remotely
Microsoft attorneys Dennis Garcia and Jason Barnwell discuss how legal teams can successfully and productively work remotely. They also discuss how recent work from home orders may speed up innovation and transformation in legal departments and law firms. Dennis is an Assistant General Counsel at Microsoft and a prior Technically Legal guest. We talked to him on Episode 4 about Automation, Cybersecurity and the Cloud. Dennis leads a team of lawyers assisting Microsoft’s Enterprise Commercial Sales and Services team, one of the company’s largest commercial businesses. Jason is also an Assistant General Counsel and heads up Microsoft’s Modern Legal team. In that role, his mandate is to drive industry leading innovation to digitally transform and modernize the Microsoft legal department. Dennis and Jason explain that for companies to equip their lawyers and employees to successfully work from home, they need to invest in the right tools. The first of which is good hardware—devices up for the task of running whatever software the business needs. Jason points out that if remote workers have good hardware, they are well positioned for success because most modern software is cloud based and “meets you where you are” permitting work to be done pretty much anywhere with an internet connection. Dennis and Jason also explain that for successful remote work, the modern legal team needs collaboration tools to communicate and work with team members, productivity software like Word and Excel to create legal documents, remotely accessible data storage and knowledge management tools. Both Dennis and Jason agree that change is hard, but lawyers, like everyone else, just need to make the jump and try new tools and new ways of working. And… it all starts with a mindset shift. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
37 minutes | a year ago
Episode 30: Sterling Miller on Legal Teams Responding to Crises and Pandemics
Sterling Miller joins us on Episode 30 to discuss how in-house legal teams can help their companies respond to crisis situations and pandemics. Sterling is a three time general counsel (Travelocity, Sabre Corporation and Marketo) now with the Hilger Grabens law firm. He also writes a great blog, Ten Things You Need to Know as In-House Counsel. Sterling explains that during crises, in-house lawyers should “run to the fire” and actively help their companies deal with difficult times. It is a good opportunity for legal departments to lead and show value to the organization. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
32 minutes | a year ago
Episode 29: Gyi Tsakalakis on Attorneys Using Tech To Improve Responsiveness and Improve the Client Experience
According to Clio’s Legal Trends Report, attorneys fail to respond to more than 60% of inquiries from prospective clients. This abysmal response rate is juxtaposed against surveys of in-house counsel reporting that, on a scale of 1 to 10, responding to client inquiries rates 8.8 in importance . Poor client communications should not be the norm in legal. In Episode 29, lawyer and founder of Attorney Sync, Gyi Tsakalakis explains how lawyers can use tech and software to be more responsive to client inquiries, strengthen client relationships and win new business. Gyi is a good person to talk to about this subject. His company Attorney Sync is a digital marketing consultancy helping lawyers build good websites and implement effective digital strategies. Gyi is also the co-host of a great legal marketing podcast called Clienting. In this episode, Gyi talks about a few of the findings from the Clio Legal Trends report, but also offers practical tips to improve client communications. As Gyi notes, the first step in building strong client relationships and improving customer experience does not involve tech at all: It’s making responsiveness a priority and implementing client response policies. Once a policy is in place, then it is time to think about using tech to enhance client interactions. The backbone is a good CRM platform (customer relationship management). These tools often provide access to email automation, bots and customer support tools that help facilitate client communications. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient, a tech-enabled alternative legal services provider.
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