Reinventing Professionals

I spoke with Taylor Willingham, the owner of Willingham Law Firm, an estate planning, probate, and elder practice, and WG Title, a title company, both based in McKinney, Texas. We discussed the most compelling issues in elder law, common mistakes people make in retirement planning, and how the field of elder law is changing.

I spoke with Rich Lee, Co-Founder and CEO of New Era ADR, a technology company that increases predictability in the legal dispute process. We discussed the emerging technologies affecting the dispute resolution process, the role that chatbots and generative AI applications serve in ADR, and the skills required of modern neutrals.

I spoke with Todd Miller, the CEO of TRĒ, an AI-powered customer relationship management platform. We discussed what lawyers should know about CRM, how TRĒ differs from traditional CRM, and how CRM is evolving.

During the 2024 Association of Legal Administrators (ALA) Annual Conference, I had the privilege of speaking to the following leaders for this #ALA2024 #Mixtape:⭐ Jonathon Fishman, CEO, LeanLaw - Legal Billing Software⭐ Debbie Foster, CEO, Affinity Consulting Group⭐ Laura Leopard, Founder and General Manager, Leopard Solutions⭐ Patricia Ann Nagy, Chief Strategy Officer, Proxy PR⭐ Alaa Pasha, CEO, Maptician⭐ Jeroen Plink, Co-Founder, LegalTechnology Hub⭐ Jennifer Sherman, Chief Product & Experience Officer, CARET⭐ Eric Thurston, CEO, SurePoint Technologies⭐ Andre Wouansi, CEO, Accurate Legal Billing

In this 24th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the British Legal Technology Forum, deploying copilot, and consolidating legal technology.

I spoke with Nicki Kastellorizios-Lee, an IT Communications Manager at Perkins Coie in Chicago. We discussed best practices for approaching digital transformation in law firms, the technology messaging challenges and ethical considerations for attracting the attention of modern legal professionals, and how IT leaders can empower the communications strategy of their teams.

I spoke with Dr. Collin Starkweather, the Chief Data Scientist at Luminos.AI, a spinoff of Luminos.Law, where he was formerly Director of Data Science, and Dr. Izzy Nelken, a financial mathematician and the founder of Super Computer Consulting, which develops tools for securities pricing and valuation. We discussed how lawyers can determine whether their expert witnesses are using best practices and secure protocols with generative AI, guardrails law firms should implement, and how generative AI will affect expert services. Learn more about their work here and here.

I spoke with Dru Armstrong, the CEO of AffiniPay, a leader in payments and software for legal and other professionals. We discussed the intersection of fintech and legal tech, how generative AI can support legal payments, best practices for incorporating different tools into a holistic platform while maintaining customer satisfaction, and how the legal payments sector is evolving.

During the 2024 Corporate Legal Operations Consortium Global Institute, I had the privilege of speaking with the following industry leaders for the #CGI2024 mixtape. 😀 Thanks to participants:Jon Bartman of the Law Tech ConsultancyAndy Burtis of AxiomRyan Frye of ModeOne TechnologiesHeather Jacobson of Axiom Advice & CounselChristopher Kruse of CasepointMatt Rasmussen of ModeOne TechnologiesDan Ruderman of LexisNexis CounselLink®Eric Wangler of BigHandAndy Wishart of Agiloft

I spoke with David Stanton, a Litigation Partner at Pillsbury Winthrop Shaw Pittman. We discussed the rapid pace of digital transformation, use cases for generative AI, the challenges associated with deploying emerging technology, creating a generative AI timeline, and whether generative AI and LLMs will replace technology-assisted review workflows.