 Andrew Perlman is one of the nation’s leading forces helping to establish the future of legal education and legal practice.  As a professor and now dean at Suffolk University Law School in Boston, he has helped drive the creation and development of programs for teaching about legal innovation and technology. He was founding director of Suffolk’s Institute on Legal Innovation and Technology and its related legal technology and innovation concentration for law students. He also helped establish Suffolk’s Legal Innovation and Technology Lab, or LIT Lab, where law students are able to work directly on legal tech and data science projects.  Perlman has also been a leading force in national initiatives to shape the future of law practice and access to justice. He was chief reporter for the American Bar Association’s Commission on Ethics 20/20, which was responsible for updating the ABA Model Rules of Professional Conduct to reflect changes in technology and increased globalization. He also served as the vice chair of the ABA Commission on the Future of Legal Services, which produced projects and recommendations designed to improve how legal services are delivered and accessed, and he was the inaugural chair of the governing council of the ABA’s Center for Innovation. Perlman joins host Bob Ambrogi to share thoughts on the present and future of legal education, legal practice, and legal regulatory reform.  Thank You To Our Sponsors This episode of LawNext is made possible by our sponsors. We appreciate their support and hope you will check them out.  ASG LegalTech is the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform Headnote. Everlaw is a cloud-based ediscovery platform that enables law firms, corporations, and government agencies to collaboratively discover information, illuminate critical insights, and act on key evidence. XIRA.com is where potential clients find, book and meet with attorneys in one place. For attorneys, XIRA is abolishing the subscription model for tech tools, providing free, fully integrated practice management software, e-billing, online scheduling, document management and video conferencing. 

LawNext

Suffolk Law Dean Andrew Perlman On Innovating Legal Education and Legal Services

After Catalyst, the pioneering cloud-based e-discovery company he founded and spent 19 years building, sold last year to OpenText for $75 million, John Tredennick was not ready to sit back and rest on his laurels. Instead, he launched two separate but related undertakings — Merlin Digital Magic, a company developing AI-powered software for investigations, discovery and regulatory compliance, and the Merlin Legal Open Source Foundation, a nonprofit devoted to the use of open source software to improve access to justice and make legal operations and regulatory compliance more efficient.  Now, Tredennick’s new company is about to release a product called Sherlock that he believes will revolutionize enterprise search. Tredennick calls it “the first AI-powered digital document bloodhound.” Start with a simple search query, then refine the results with increasing precision by telling Sherlock which results do or do not match the results you seek.  A litigator before founding Catalyst in 2000, Tredennick is a true pioneer in legal technology who continues to blaze new trails. His legal and technology acumen have earned him numerous awards, including having been named by The American Lawyer as one of the top six “E-Discovery Trailblazers,” named to the FastCase 50 as a legal visionary and named one of the “Top 100 Global Technology Leaders” by London CityTech magazine. In this episode, Tredennick joins host Bob Ambrogi to discuss his current projects as well as his former company, his interest in open source technology, his thoughts on the current state of legal technology, and his advice for legal technology entrepreneurs who are just starting out.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors With this episode, we are thrilled to welcome a new sponsor: Everlaw, a cloud-based ediscovery platform that enables law firms, corporations, and government agencies to collaboratively discover information, illuminate critical insights, and act on key evidence.  Thanks also to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests.

John Tredennick On His New Company Merlin and the Magic of Open Source

To say that Stevie Ghiassi is a busy man is an understatement. In addition to founding Legaler, a secure video meeting platform for lawyers, the Australia-born entrepreneur is the founder of the recently launched Legaler Aid, a charity to support social justice legal cases worldwide, and founder of the Global Legal Tech Report, which will release its final report in December after nearly a year of surveying legal tech around the world.  As if those projects were not enough to occupy his time, Ghiassi is the founding president of the Australian Legal Technology Association and founder of the organization Blockchain for Law.  In this episode of LawNext, Ghiassi — who is now based in Los Angeles — joins host Bob Ambrogi to share his story of how he became involved in legal technology, describe how he developed and built Legaler into a platform used by lawyers worldwide, discuss his vision for how Legaler Aid will use blockchain and crowdfunding to address access to justice, and offer findings from the Global Legal Tech Report.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors With this episode, we are thrilled to welcome a new sponsor: Xira, a site that helps consumers by making legal advice more accessible and affordable and that helps lawyers by providing a one-stop platform for getting, booking and managing clients.  Thanks also to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Stevie Ghiassi on Legaler, Legaler Aid and the Global Legal Tech Report

A recent report from the American Bar Association portrayed the nation’s legal deserts – large swaths of the country in which there are few or no lawyers. That report followed from a 2018 paper published in the Harvard Law & Policy Review that documented these legal deserts and rural America’s increasingly dire access-to-justice crisis.  Our guest this week is one of the authors of that paper, Lauren Sudeall, associate professor of law and founding faculty director of the Center for Access to Justice at Georgia State University College of Law. We talk about legal deserts and about Sudeall’s other research, in which she focuses on access to the courts, in both the civil and criminal contexts, and on how lower-income individuals navigate the legal system, either with or without the help of a lawyer. A graduate of Yale University and Harvard Law School, Sudeall clerked for Supreme Court Justice John Paul Stevens and 9th U.S. Circuit Court of Appeals Judge Stephen Reinhardt. She then worked at the Southern Center for Human Rights in Atlanta, first as a Soros Justice Fellow and later as a staff attorney. At the Southern Center, she represented indigent capital clients in Georgia and Alabama and litigated civil claims regarding constitutional violations within the criminal justice system, based primarily on the right to counsel. She serves on the Southern Center’s board of directors, the Indigent Defense Committee of the State Bar of Georgia, and the board of advisors for the Systemic Justice Project at Harvard Law School.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Lauren Sudeall on Legal Deserts and Other Obstacles to Access to Justice

The practice management company Clio recently released its annual Legal Trends Report, based on analysis of data from tens of thousands of legal professionals and surveys of legal professionals and legal consumers, and it showed that the coronavirus crisis has resulted in a decided shift in legal practice, away from bricks-and-mortar offices and towards cloud-based technologies and virtual delivery of legal services. So what will law practices look like going forward? And how will law practice technology adapt and evolve to meet the shifting needs of legal professionals? For their perspectives on these questions, we are joined this week by Jack Newton, cofounder and CEO of Clio, and Mik Lernout, Clio’s vice president of product.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Clio CEO Jack Newton and VP of Product Mik Lernout on the Changing Landscape of Law Practice

The legal marketplace Priori Legal today announced a $6.3 million Series A financing, with existing investors joined by several legal industry heavyweights. In this special edition of LawNext, the company’s founders Basha Rubin and Mirra Levitt join host Bob Ambrogi to discuss the implications of this news for their company and for the legal services market.  Rubin, Priori’s CEO, and Levitt, its chief product officer, met as classmates at Yale Law School. They shared a vision for how a legal marketplace could disrupt the BigLaw model for Fortune 500 companies by using data and technology to unbundle legal services. Today, their clients include Fortune 500 enterprises and leading technology companies.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Priori Legal Cofounders Basha Rubin and Mirra Levitt on their $6.3M Raise

 Nicole N. Morris is a professor in practice at Emory University School of Law and director of the TI:GER program (Technological Innovation: Generating Economic Results), an innovative partnership between Emory and Georgia Institute of Technology that brings together graduate students in law, business, science and engineering to work on ways to take innovative ideas from the lab to the marketplace.  There is perhaps no one better suited to lead this multidisciplinary program than Morris. A chemical engineer for six years with 3M and Eli Lilly before attending law school, she later served as managing patent counsel at The Coca-Cola Company in Atlanta, where she was responsible for the development and implementation of the company’s global patent strategy and for providing day-to-day advice and counseling to business stakeholders. In this episode of LawNext, Morris joins host Bob Ambrogi to discuss the goals of the TI:GER program, the skills students learn from participating in the program, and how it benefits students’ careers in the legal profession.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Thank You To Our Sponsors A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Nicole Morris on Emory’s Innovative TI:GER Program

A solo serving the Hispanic community in St. Paul, Minn., Inti Martinez-Alemán knew from the day he opened his Ceiba Forte Law Firm that he wanted to take a creative approach to client service.  It starts from the moment clients first arrive for a consultation, when he offers a drink menu and then asks them to pick a story card that best depicts how they are feeling. It continues through his use of visuals to explain the legal process, his use of virtual reality to familiarize clients with the courtroom, and his flexible approach to setting fees.  These and other innovations earned Martinez-Alemán and his firm the 2020 Reisman Award for Excellence in Client Service, presented during the recent Clio Cloud Conference.  In this episode of LawNext, Martinez-Alemán shares his approach to customer service as well as his journey from an abogado in Honduras to solo in St. Paul.  Support for this show: A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Solo Inti Martinez-Alemán’s Award-Winning Approach to Client Service

In September, Rocket Lawyer became the first national company approved to participate in Utah’s regulatory sandbox, a pilot program for licensing new and alternative forms of legal providers and services. For Charley Moore, who founded Rocket Lawyer in 2008, it was yet another step in his quest to deliver high-value legal services at an affordable price.  A former U.S. Naval officer who served in the Gulf War before becoming a lawyer, Moore started his legal career as an internet and business lawyer with Venture Law Group in Menlo Park, Calif., where his clients included the-then fledgling startup Yahoo! He went on to start and sell another company before founding Rocket Lawyer, with the goal of providing small businesses and individuals with an alternative to the high cost of obtaining legal help.  In this episode of LawNext, Moore recounts the founding and development of Rocket Lawyer and its expansion into Europe starting in 2012. He also explains why he wanted the company to participate in the Utah sandbox and what he expects to happen there. Finally, as one of the few Black CEOs in legal tech, Moore discusses his thoughts on expanding diversity in the industry.  If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Support for This Show Comes From: A huge thanks to our sponsor, ASG LegalTech, the company bringing innovation to the legal space with modern and affordable software solutions. ASG LegalTech’s suite of technology includes the practice management platforms PracticePanther, Bill4Time, and MerusCase, and e-payments platform, Headnote. We appreciate their support.  A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Rocket Lawyer Founder Charley Moore

After much speculation about the future of Legalweek – one of the world’s largest and most-anticipated legal technology and legal business conferences – the conference’s organizers announced on Oct. 1 that it will be virtual in 2021.  ALM Media, which produces Legalweek, said the conference will be rebranded as Legalweek(year) and will be extended into a full year of events, leading up to a resumption of the in-person event in February 2022.  On this special edition of LawNext, Mark Fried, CFO and president of events at ALM Media and the man in charge of legalweek, joins host Bob Ambrogi to provide more details about the conference and discuss what it means for attendees and exhibitors.  Support for this episode comes from: A huge thank you to our new partner ASG Legaltech for sponsoring today's episode! Thank you, as well, to our listeners for supporting LawNext on Patreon. An extra special thank you to our leading Patreon member, Allen Rodriguez and ONE400 for your support! If you'd like to help support LawNext, and you can subscribe to our page to be able to access show transcripts, or to submit a question for our guests.

Legalweek Head Mark Fried on Making the Conference Virtual

Sept. 30, 2020, was Josh Becker’s last day in legal tech, at least for the time being, as he pursues his campaign for election to the California state Senate in the district that encompasses Silicon Valley cities such as Palo Alto, Mountain View and Menlo Park.    Most recently, Becker was chairman of the trailblazing legal analytics company Lex Machina and head of legal analytics at LexisNexis, which acquired Lex Machina in 2015. Previously, he was Lex Machina’s CEO, a role he stepped into shortly after Stanford Law School spun it off into a private company.       Becker also heads the LexisNexis Legal Tech Accelerator program, which recently announced its fifth cohort of startup participants, and which he will continue to stay involved with on a reduced basis.     On Becker’s last day in legal tech, he sat down for an interview with LawNext host Bob Ambrogi, to recount his career, share his observations about the industry, and offer advice for startups in the field.   If you would like to share a comment on this show, you can record a voice comment on your mobile phone and send it to info@lawnext.com. We will play it in a future episode.  Announcement Starting with this episode, we are honored to announce that we are welcoming a new sponsor to LawNext. It is ASG LegalTech, the company that is home to four leading products in law practice management, the practice-management platforms PracticePanther, Bill4Time, and MerusCase, and the e-payments platform Headnote. We are thankful to them for supporting us in continuing to bring great content to our listeners, and we hope you will check out their full portfolio of products. A reminder that we are now on Patreon. Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Lex Machina Chairman Josh Becker’s ‘Exit Interview’ from Legal Tech

In this exclusive LawNext interview recorded in advance of the Oct. 1, 2020, launch of LexFusion, we get a first look at the new company from guests Joe Borstein, a legal industry veteran and one of LexFusion’s two cofounders, and Basha Rubin, the cofounder and CEO of Priori Legal, the legal talent company that is one of the initial participants in the LexFusion collaborative.  LexFusion’s mission is to turbocharge the adoption and use of technology within corporate legal departments and large law firms by changing the paradigm for how technology is purchased. The company will serve as the go-to-market representative of a collaborative, hand-picked group of best-in-breed legal technology companies, each providing a distinct category of technology.  The overarching goal is to rescue general counsel and firm partners from the endless and overwhelming stream of cold calls they receive and offer an alternative based on trusted relationships and trusted products.  In this episode of LawNext, Borstein describes the purpose and vision of LexFusion, and Rubin explains why her company chose to participate.  NEW: Comment on this show: Record a voice comment on your mobile phone and send it to info@lawnext.com. Support us on Patreon! Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Joe Borstein of LexFusion and Basha Rubin of Priori Legal on Turbocharging Tech Adoption

In this exclusive LawNext interview recorded in advance of the announcement of ASG LegalTech’s acquisition of electronic payments company Headnote, host Bob Ambrogi speaks with the two companies’ CEOs: Soumya Nettimi of ASG LegalTech and Sarah Schaaf of Headnote, on the reasons for the deal and the significance for customers.  On Sept. 22, 2020, ASG LegalTech, the company that owns cloud practice management platforms PracticePanther, Bill4Time and MerusCase, announced that it had acquired Headnote, the online payments platform that provides e-payments and accounts-receivable management for law firms. The acquisition is the fourth in three years for ASG LegalTech and the 27th for its parent company Alpine SG (ASG), a portfolio company of the San Francisco private equity firm Alpine Investors.  No sooner did ASG announce the acquisition than it revealed the first product to result from it — PantherPayments, an all-in-one payment system that is fully integrated within the PracticePanther platform.  In this interview, Nettimi and Schaaf go into depth on the reasons for the acquisition, their plans for future development, and what this means for both companies’ customers.  NEW: Comment on this show: Record a voice comment on your mobile phone and send it to info@lawnext.com. We are now on Patreon! Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

ASG LegalTech’s Acquisition Of Headnote: The Two CEOs Discuss

Nicola Shaver, managing director, innovation and knowledge, at the law firm Paul Hastings, was recently named 2020 Innovative Leader of the Year in the International Legal Technology Association’s Distinguished Peer Awards. Not only that, but the law firm where she oversees innovation initiatives was named Innovator of the Year.  While a major honor for anyone in the field of law firm innovation, it is even more remarkable given that until just seven years ago, Shaver was a lawyer practicing media law in Australia with no connection to the field of law firm innovation. When she moved to Toronto for family reasons in 2014, she could find no work in her legal speciality, so took a job at Cassels Brock & Blackwell leading the firm’s innovation initiatives. She was immediately hooked.   After a stint at another Toronto firm, Stikeman Elliott, as director of knowledge management, she moved to Paul Hastings in New York in 2018, where she describes herself as “Dedicated to future-proofing law firms and accelerating the pace of positive change in the legal industry.” She is also founder of Legal Innovation and Design, a global membership group for anyone driving innovation initiatives in the commercial legal space, and publisher of the blog Tower of Babel.  In a year that has presented so many challenges for law firms, Shaver joins LawNext to discuss the innovation initiatives that helped her and her firm earn these awards. She also shares her career journey, her thoughts on innovation, and her perspectives on the pandemic’s impact on the legal profession.  NEW: Comment on this show: Record a voice comment on your mobile phone and send it to info@lawnext.com. We are now on Patreon! Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

Nicola Shaver, ILTA’s ‘Innovative Leader of the Year’

In 2006, inspired by the success of business process outsourcing company Office Tiger, which RR Donnelley acquired that year for $250 million, Ajay Agrawal and Daniel Reed founded UnitedLex, one of the earliest legal process outsourcing companies. Within months, it was providing legal services to clients such as HP, IBM and Microsoft. Within four years, the company had achieved a valuation of $100 million.    But Agrawal was becoming increasingly intrigued by a problem a client had described to him as one of “contract education” — the gap between the promises made in an organization’s contracts and the promises ultimately delivered. It is a problem, he estimates, into losses for businesses of $2-3 trillion a year. So in 2011, he sold his stake in UnitedLex to begin working on a solution.  That led him to found SirionLabs in 2012, where he is using artificial intelligence technology to disrupt the field of enterprise contract lifecycle management. In May, the company raised $44 million in a Series C round, bringing its total raise to $66 million. Just this month, it announced several patent-pending upgrades to its AI technology.  Based in New York City, Agrawal recently joined me from New Delhi, India, where he is awaiting travel restrictions to lift so he can return home.     NEW: Comment on this show: Record a voice comment on your mobile phone and send it to info@lawnext.com. We are now on Patreon! Subscribe to our page to be able to access show transcripts, or to submit a question for our guests. Thank you to our leading Patreon member Allen Rodriguez and ONE400 for your support!

His UnitedLex Disrupted Legal Services, Now Ajay Agrawal Aims to Disrupt Contracts

LawNext is a weekly podcast hosted by Bob Ambrogi, who is internationally known for his writing and speaking on legal technology and innovation. Each week, Bob interviews the innovators and entrepreneurs who are driving what’s next in the legal industry. From legal technology startups to new law firm business models to enhancing access to justice, Bob and his guests explore the future of law and legal practice.

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