Reinventing Professionals

Technology Trends Driving Change in Small and Midsize Law Firms

I spoke with David Bensinger, the founder and CEO of Bensinger Technology, a consulting and managed services provider for small and midsize law firms and other professional services organizations, predominantly in the New York area. We discussed the technology trends that are driving change in small and mid-size law firms, how the movement toward cloud-based solutions is affecting the way law firms are managing their IT infrastructure, and where small and mid-size law firms will get the most value from technology in 2023.

The Value of Investing in Practice Management and CRM Software

I spoke with Matt Spiegel, the founder and CEO of Lawmatics, a CRM platform designed to automate client intake and marketing. We discussed how law firms can leverage technology more effectively to enhance the client experience, key marketing and client intake initiatives, and the value of investing in practice management and CRM software.

Legal Services and Legal Technology CEOs Reflect on 2022 and Offer Perspectives for 2023

For the 2022 Ari Kaplan Advisors CEO Roundtable, I was fortunate to discuss market trends, business challenges, and potential solutions as we approach a new year with:
 
Haresh Bhungalia, CEO, Casepoint
Dean Brown, CEO, IPRO
Kelley Castell, CEO, ProfitSolv
Dana Denis-Smith, CEO, Obelisk Support
Eric Friedrichsen, CEO, Emburse
Mark Hawn, CEO, Trustpoint.One
Soumya Nettimi, CEO, Paradigm
Joey Seeber, CEO, Level Legal
Jerry Ting, CEO, Evisort
Mark Williams, CEO, Magna Legal Services

The Importance of a Partner Ecosystem for Legal Tech Growth

I spoke with Brian Kenneally, CEO, and Peter Zver, Head of Revenue and Operations in North America, respectively for Bundledocs, a software tool for combining multiple types of documents into a single fully-indexed, paginated, and bookmarked PDF. We discussed the expansion of Bundledocs, PDF-as-a-Service, best practices for introducing new products to existing clients, and the importance of a partner ecosystem.

Adapting to How Lawyers and Legal Professionals Approach Discovery

I spoke with Parkash Khatri, the Founder and CEO of Intrepid Managed Discovery, a provider of e-discovery, managed review, and deposition services. We discussed how the pandemic and industry consolidation has affected the way lawyers and legal professionals approach discovery, what distinguishes its approach, and how the e-discovery market will evolve in 2023.

CLM, ELM, and Key Trends to Track in 2023

I spoke with Olga Mack, the VP and CEO of Parley Pro at LexisNexis, an end-to-end contract lifecycle management platform. We discussed how Parley Pro's focus has evolved since its acquisition by LexisNexis, how Parley Pro's strategy aligns with LexisNexis's Connected World strategy, the benefits of combining Parley Pro’s Contract Lifecycle Management solution with CounselLink’s Enterprise Legal Management solution, and key contracts-related trends to track in 2023.

How Legal Teams are Expanding Their Use of E-Discovery Tools for Broader Enterprise Use

I spoke with Cristin Traylor, the Director of Law Firm Strategy Marketing at Relativity, a leading e-discovery review platform. We discussed her career change, how Relativity Fest 2022 adapted its programming to the evolving needs of law firms, ways that law firms are transforming their approach to technology, and how legal teams are expanding their use of e-discovery tools for broader enterprise use.

Custom Development in E-Discovery

I spoke with Juan Ramirez, the founder and CEO of NSerio, a company that develops customized software applications for electronic discovery. We discussed the need for custom applications in e-discovery, the NSerio development process, and how custom development is evolving.

Aligning Expense Management and Law Firm Growth

I spoke with Eric Friedrichsen, the CEO of Emburse, a provider of spend management software to law firms of all sizes. We discussed how the pandemic changed the way law firms and their finance teams manage spending and expenses, strategies that small-to-mid-sized law firms can use to optimize their spending on technology, and best practices for using expense management to contribute to a law firm’s growth.

The Benefits of a Digital Mailroom

I spoke with Steve Irons and Joe Scott, the President and Senior Director of Client Engagement, respectively, for DocSolid, maker of the Airmail2 Digital Mailroom and Digital Records Room solutions. We discussed how Airmail2 supports remote and hybrid workplace preferences, why the proper management of scanned material directly impacts a law firm’s security protocols, and the benefits of digital mailrooms.