AJ Shankar, Co-founder and CEO of Everlaw, dives into the revolutionary impact of generative AI on the legal field. With a PhD from UC Berkeley, he shares insights from Everlaw's recent summit and the launch of AI tools aimed at streamlining document discovery and trial preparation. Shankar emphasizes the importance of user feedback and transparency as AI reshapes workflows. He also discusses the need for legal professionals to adapt to these technological changes while maintaining critical thinking and data security.

Alexander Horwitz, COO of Legal Services NYC, and Kate Boyd, COO of Sente Advisors, dive into the groundbreaking KM portal designed to improve access to justice. They discuss the challenges of knowledge sharing within legal services and the innovative features that make the portal stand out. With a focus on enhancing collaboration among over 500 attorneys, they explore how the initiative addresses generational knowledge transfer and the balance of technology in client service. Their collaboration earned the prestigious LexPrize, highlighting the impact of their work.

Jonathan Watson, CTO of Clio since 2021 and former Shopify engineering director, joins to unveil Clio Duo, a pioneering generative AI legal assistant. He dives into how user feedback shapes the AI's evolution, emphasizing the necessity of embracing AI tools in legal practice. Watson outlines Duo’s innovative document analysis capabilities and discusses the integration of AI in law firms, balancing automation with human touch. He also touches on global regulatory challenges and the importance of customer-centric innovation in navigating the evolving landscape of legal tech.

Zach Posner, co-founder and managing director of The LegalTech Fund, shares his insights on the flourishing legal tech landscape. He discusses his firm's impressive portfolio of over 60 legal tech companies and the innovative solutions expected at the upcoming TLTF Summit. Zach highlights the transformative impact of AI on smaller law firms and the significance of user engagement metrics in legal tech investments. He also addresses consolidation trends in law practice management and the summit's role in fostering collaboration among early-stage entrepreneurs.

Joshua Lenon, Clio’s lawyer in residence and principal author of the Legal Trends Report, dives into the revolutionary changes in the legal field. He highlights a staggering leap in AI adoption among lawyers, skyrocketing from 19% to 79% in just one year. Discussions include the shift towards flat fee arrangements, automation of tasks, and alarming trends in law firms' responsiveness to clients. Lenon emphasizes the need for improved communication and tech investments to enhance client relationships and drive better business practices.

Ronnie Gurion, COO of Clio with a background at Uber, joins CFO Curt Sigfstead and board member Mark Britton, founder of Avvo. They discuss Clio’s record-breaking $900 million funding round and its implications for the legal tech industry. The trio dives into the rising interest from investors, industry consolidation, and the possibility of Clio going public. They highlight the transformative potential of legal tech, the challenges of scaling, and the importance of customer-centric innovation in navigating market demands.

Jack Newton, founder and CEO of Clio, leads the transformation of legal tech with his insights on AI. He unveils Clio Duo, a generative AI legal assistant that promises to revolutionize the industry, claiming it’s even more impactful than the earlier cloud transition. Newton discusses findings from Clio's Legal Trends Report, revealing ongoing concerns around AI adoption among lawyers. He also explores the future integration of fintech solutions and the evolving roles of lawyers in this AI-driven landscape.

James Schellhase, CEO of UnitedLex, shares insights on his first year leading the innovative alternative legal services provider. He discusses the transformative embrace of generative AI, highlighting its impact on e-discovery and client relations. Schellhase emphasizes the importance of UnitedLex's India-based workforce and breaking down internal silos to foster collaboration. He envisions a future where technology integration enhances operational efficiency and meets clients' evolving needs in the legal sector.

Discover the latest innovations from Filevine, designed to revolutionize the legal world. Explore the unique Depo CoPilot tool that acts like a guardian angel during depositions, ensuring lawyers remain on track. Learn how DemandsAI creates customized settlement demand letters in a lawyer's unique voice. The conversation also dives into enhancing legal documentation with AI, organizing complex medical records, and the importance of real-time assistance, all aimed at improving efficiency in legal practices.

In today’s episode, we feature three impromptu conversations with leaders of the case management company Filevine. Last week, LawNext host Bob Ambrogi was in Salt Lake City to attend LEX Summit, the Filevine customer conference. While there, he snagged three of the company’s top executives for brief, impromptu conversations about the company, its products, and the conference.  In today’s show, you will hear from: Ryan Anderson, the company’s cofounder and CEO.  Nathan Morris, cofounder and chief culture officer.  Cain Elliott, head legal futurist. Separately, Bob recorded a longer interview about Filevine’s product announcements — including several generative AI products — with Michael Anderson, chief product officer, and Alex McLaughlin, vice president of product. Watch for that episode to post soon. By the way, Ryan Anderson was previously a guest on this show on April 27, 2022, so if you are interested in hearing from him in greater depth, check that out. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner).   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.