In this episode of The Geek in Review, we talk with Patrick Forquer, Chief Revenue Officer at Legora, about legal AI’s move from experimentation into daily legal work. Forquer explains why Legora has invested heavily in legal engineers, lawyers with practice experience who work alongside clients on adoption, workflow design, prompt and context engineering, and change management. The conversation also explores an emerging career path for lawyers who pair substantive legal knowledge with AI fluency, especially as firms search for people able to translate practice needs into working systems.

Legora’s acquisition strategy provides another lens on the company’s ambitions. Forquer describes a strategy aimed at building breadth across legal work while adding depth in litigation, commercial real estate, regulatory monitoring, and legal research. Recent acquisitions such as Wexler, Cadastral, and Graceview bring specialized capabilities into a broader agentic platform. Legora’s own 13-day acquisition process also serves as an example of how M&A diligence, document review, drafting, and analysis are beginning to move through shared AI environments.

A major portion of the discussion focuses on the difference between traditional workflow automation and agentic AI for legal work. Forquer draws a line between prebuilt automation and agentic systems: workflows follow predetermined steps, while agents receive a goal, gather context, form a plan, call tools, and work across longer tasks with human review. Context engineering therefore becomes increasingly important. Matter data, firm knowledge, permissions, legal skills, and connections to systems through tools such as MCP all shape the quality of agentic work. M&A due diligence already represents one area where longer-horizon agentic processes are gaining traction. Legora describes the same architecture through its agentic operating system, or aOS.

The episode closes with a look at what law firm innovation leaders should prepare for next. Forquer identifies the data layer as one of the central issues behind successful agentic AI. Secure access to documents, matter-level permissions, governance, firm knowledge, and well-structured context determines how far agents progress into complex legal work. Talent matters alongside infrastructure, which brings the conversation back to legal engineers and new hybrid roles spanning law, AI, knowledge management, and data governance. The episode leaves innovation and KM leaders with a practical agenda: improve data governance, build legal engineering skills, align stakeholders around risk and outcomes, and measure value through work product, adoption depth, and client impact.

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[Special Thanks to ⁠⁠Legal Technology Hub⁠⁠ for their sponsoring this episode.]

Email: geekinreviewpodcast@gmail.com

Music: Jerry David DeCicca

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