Reinventing Professionals

The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.

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Episodes

Thursday Feb 16, 2023

I spoke with Early Stephens, the CEO of Actionstep, a practice management software developer that serves law firms worldwide. The company just released a new survey of midsized law firms called The Midsize Law Firm Priorities Report, which is focused on the most prominent priorities and trends impacting legal teams today. We discussed why legal practice management software has become so important to running a modern law firm, the most significant trends highlighted in Actionstep's Midsize Law Firm Priorities Report, and how legal practice management is evolving.

Wednesday Feb 15, 2023

I spoke with Daniel Steinberg, the Founder and CEO of lawbrokr, a pre-qualification platform that helps lawyers humanize the way clients interact with their law firm. We discussed the importance of workflows and templates in an efficiency-centric law firm, how to overcome resistance to applying technology to different areas of the business of law, and where legal professionals are focusing on technology in 2023.

Friday Feb 10, 2023

I spoke with Dave Ruel, the Head of Product at Hanzo, a developer of solutions for enterprise legal, governance, and compliance teams to manage their complex collaboration and web-based data. We discussed how the rise of collaboration apps and the onset of remote work have affected the way corporate legal operations and e-discovery professionals approach the preservation and collection of collaboration data for e-discovery and investigations, how can legal teams leverage technology to optimize their productivity, and best practices for overcoming resistance to digital transformation in e-discovery.

Tuesday Feb 07, 2023

I spoke with Sarai Schubert, the Chief Operations Officer of IPRO, an e-discovery software company. We discussed when and how to use an innovation roadmap, the value of an upstream approach and philosophy to technology development, and the impact of in-place search on complex litigation.

Friday Feb 03, 2023

I spoke with Jon Bartman, the Co-Founder and Head of Jameson Legal Tech, a legal tech consortium and recruiting company focused on legal technology. We discussed best practices for selling technology to law firms and in-house legal teams, the challenges of matching talented professionals and technology with companies that can gain the most value from that combination, and the types of skills that legal technology companies are looking to add to their talent stack.

Thursday Feb 02, 2023

I spoke with Valentin Feklistov and Alexander Bitskov, the CEO and COO, respectively, of Legid, a platform that facilitates access to legal advice online. We discussed the genesis of Legid, the most common questions consumers ask lawyers in the Legid network, and how the platform is impacting the availability and delivery of legal services.

Thursday Jan 26, 2023

I spoke with Chris Fritsch, a CRM Success Consultant and the Founder of CLIENTSFirst Consulting, a CRM and Data Quality Success consulting firm. We discussed why CRM is important for a law firm's success, how the evolution of CRM and marketing technology has affected the way law firms network and develop business, CRM options for smaller to midsize firms, and upcoming advancements in CRM.

Tuesday Jan 24, 2023

I spoke with Brian Potts, a partner with Perkins Coie in Madison, Wisconsin, and Washington, DC, and the author of The Jobless Lawyer's Handbook: How to Get Hired as a Lawyer (Holon Publishing / Collective Press, December 17, 2021). We discussed ways to align one's legal practice with entrepreneurship and a passion for innovation, the Legal Influencer Marketing Agency, career advice for law students and junior lawyers, and ways that the legal profession will continue to evolve.

Friday Jan 20, 2023

I spoke with Zach Warren, the Manager of Enterprise Content for Technology and Innovation with the Thomson Reuters Institute, which produces research and perspectives on the future of professional services. We discussed how leading enterprises are managing their data, ways to overcome the barriers to greater technology adoption, and where legal tech is headed in 2023.

Tuesday Jan 17, 2023

I spoke with Caren Ulrich Stacy, the founder and CEO of Diversity Lab, a think tank that uses metrics, behavioral science, and design thinking to produce initiatives that cultivate diversity and inclusion in legal organizations. We discussed how Diversity Lab's programs, such as the Mansfield Rule, have evolved to adapt to changes in legal, how law firms and other legal teams engage with Diversity Lab, the challenges associated with starting new initiatives, and empowering diversity and inclusion in the legal profession.

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