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 Consultancy Andy Burtis of Axiom Ryan Frye of ModeOne Technologies Heather Jacobson of Axiom Advice & Counsel Christopher Kruse of Casepoint Matt Rasmussen of ModeOne Technologies Dan Ruderman of LexisNexis CounselLink® Eric Wangler of BigHand Andy 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.

In this 23rd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed CLOC, legal administrators, law firm tech labs, and aligning client expectations.

In this 22nd episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed the connection between generative AI and e-discovery, revisiting remote work, and the future of the billable hour

I spoke with Ian Campbell and Emily Johnston, the Chief Marketing Officer and Product Manager for Incident Response, respectively, for iCONECT, a developer of e-discovery software. We discussed the convergence of e-discovery and cybersecurity, best practices for adapting e-discovery software to support adjacent disciplines, and how development teams can stay ahead of the rapidly changing technology landscape.

I spoke with Aaron Crews, the Chief Product and Innovation Officer and Head of Enterprise at UnitedLex, a provider of alternative legal services. We discussed UnitedLex's unique approach to e-discovery, the evolution of AI in legal, where law firms and legal departments are succeeding with innovation, and how leadership is changing.

In this 21st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed tracking trends in the general counsel’s office, studying new standards in legal, and events.

I spoke to FX Leduc, co-founder and CEO of davinci, an AI tool that uses generative AI to draft patents and office action answers. We discussed how davinci improves the process of drafting patents and office action responses, best practices for law firms interested in leveraging AI, and how the application of AI in legal is evolving.

I spoke with Matthew Veale, a European Patent Attorney with Patsnap, an AI-enabled patent analytics platform. We discussed how Patsnap supports legal professionals, how legal professionals can responsibly innovate by leveraging AI, and how intellectual property protection is evolving.

I spoke with Milan Bobde, the co-founder and CEO of Oddr, an AI-powered invoice-to-cash platform for law firms. We discussed how law firms manage their billing and collections, ways to leverage artificial intelligence to facilitate payments, and how law firm finance is evolving.

I spoke with Rob Millard, the Director of Cambridge Strategy Group, who advises law firms and similar businesses. We discussed his research focused on the drivers of success across 73 large US and UK law firm mergers that took place between 2002 and 2017, how to measure the success of law firm mergers, and lessons for growth-oriented law firm leaders.

I spoke with DeAngelo Smith, the CEO of Driven, a payment solutions provider that offers installment loans and digital payment plans. We discussed Driven’s mission, its transformation from Ticket Avengers, why it started in New York, Philadelphia, and Baltimore, and how digital payments are evolving.