LawNext

Joshua Lenon, lawyer in residence at Clio, dives into the groundbreaking 10th Legal Trends Report, highlighting its first neuroanalytics study of legal professionals. He reveals how the study measured brain activity to gauge emotional strain while using technology versus manual methods. They discuss the surprising rise of AI tools among lawyers, clients' mixed feelings about AI use, and the impact of tech adoption on firm growth and billing. Lenon's insights offer a fresh perspective on technology's role in modern legal practice.

Preston Clark, founder of SimpleDocs and Law Insider, dives into the strategic acquisition that merges AI contract automation with a vast database of contracts. He reveals why both companies were built separately and the unique synergy behind their union. Clark explains how workflow-specific tools can elevate contract automation accuracy. He also shares plans for integrating Law Insider’s data into SimpleDocs and his vision for expanding into new legal workflows, positioning his companies as top contenders in the competitive landscape.

Jack Newton, Co-founder and CEO of Clio, discusses a groundbreaking vision for AI in legal work following his keynote at ClioCon. He reveals that the new 'intelligent legal work platform' is more than just a dream—it's available today. Newton highlights the recent acquisition of vLex and explains how AI will transform everyday legal tasks. He illustrates how AI can streamline client intake and matter workflows, marking a significant shift in the legal industry that parallels the rise of the cloud.

In the United States, over 90% of civil legal needs go unrepresented – a staggering justice gap that leaves millions of people facing eviction, domestic violence, wrongful conviction and other urgent legal crises without access to an attorney. For these individuals, the difference between getting legal help or going without can literally be the difference between safety and harm, between keeping a home and losing everything. One year ago, Thomson Reuters launched its AI for Justice program to help address this crisis by providing legal aid organizations with access to CoCounsel, its professional-grade AI legal assistant, along with specialized training and support. The results have been significant: attorneys are saving up to 15 hours per week, organizations are serving as many as 50% more clients daily, and urgent case materials are being prepared up to 75% faster. But more importantly, these efficiency gains are translating into real-world impact – domestic violence victims receiving protection orders more quickly, wrongfully evicted tenants getting back into their homes before their possessions are destroyed, and innocent people in prison having their exoneration petitions filed years sooner. In this episode of LawNext, host Bob Ambrogi talks with two people at the forefront of this initiative: Laura Safdie is head of innovation for legal at Thomson Reuters and has been championing access to justice through technology since her days at Casetext, where she was a cofounder. Pablo Ramirez is executive director of the Legal Aid Society of San Bernardino, a small organization of 45 staff members serving over 9,000 people a year in one of California's largest counties. Together, they share powerful stories of how AI is enabling legal aid lawyers to be more efficient and more effective in doing what they came to this work to do – fighting for their clients. They discuss the three pillars of the AI for Justice program – access, support and scale – and how Thomson Reuters is working to create a blueprint that can be replicated across the legal aid community. They also tackle the challenges that remain, from overcoming fear and skepticism about AI to reaching a highly disaggregated network of small, resource-strapped organizations. And they explore the bigger question: Can AI actually help close the justice gap, or are we just nibbling at the edges of an ever-growing problem? 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). Eve, taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Andy Seavers, Co-founder and CEO of Case Status, shares insights from his experience in legal technology and client experience. He unveils the AI-driven Client Intelligence platform, designed to shift law firms from reactive to predictive engagement. Seavers discusses the importance of communication in achieving faster, better settlements, and outlines his vision of a 'future firm' in his new book, emphasizing leadership and operational excellence. He also explores how firms can modernize to stay competitive in the evolving legal landscape.

Nearly two years ago on this podcast, we discussed the American Arbitration Association's innovation initiatives – and specifically its embrace of generative AI – with Bridget Mary McCormack, who became its president and CEO in 2023 after having been chief justice of the Michigan Supreme Court, and Diana Didia, its chief information and innovation officer. On today's episode, McCormack and Didia – now executive vice president and chief technology and innovation officer – return for an update on innovation at the AAA. In that prior podcast, McCormack and Didia spoke extensively about the AAA's innovation culture and their early experiments with gen AI. At the time, McCormack said that anyone who thinks they know where gen AI is going, even next week, is fooling themselves. While that may still be true, the AAA has certainly made some bold moves in that direction. Most notably, just a few days before we recorded this episode, the AAA announced something unprecedented in the dispute resolution world – an AI-powered arbitrator that it is launching in November. This is not just another AI tool to assist lawyers or arbitrators. This is an AI system that will evaluate case merits, generate recommendations, and prepare draft awards — with human arbitrators validating and signing off on final decisions before they are issued. In today's conversation with host Bob Ambrogi, McCormack and Didia dive deep into how this AI arbitrator works, what it means for the future of dispute resolution, and how it fits into the AAA's broader innovation strategy as the organization approaches its 100th anniversary next year. They also explore the cultural transformation within the AAA that has enabled these technological advances and what is coming next in their AI-native vision for dispute resolution. Related episodes: On the latest LawNext: Sociologist Rebecca Sandefur on Enhancing Access to Justice. On LawNext: How A New Kind of Justice Worker Could Narrow the Justice Gap, with Nikole Nelson, CEO of Frontline Justice. On LawNext: CEO Nikole Nelson Returns with An Update on Frontline Justice's Mission to Empower Justice Workers and Bridge the Justice Gap. 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). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

With as many as 120 million legal problems going unresolved in America each year, traditional lawyer-centered approaches to access to justice have consistently failed to meet the scale of need. But what if the solution is not just about providing more legal services — what if it lies in fundamentally rethinking who can provide legal help? In today's episode, host Bob Ambrogi is joined by two of the nation's leading researchers on access to justice: Rebecca Sandefur, professor and director of the Sanford School of Social and Family Dynamics at Arizona State University and a faculty fellow at the American Bar Foundation, and Matthew Burnett, director of research and programs for the Access to Justice Research Initiative at the American Bar Foundation and an adjunct professor of law at Georgetown University Law Center. They argue that the access to justice crisis is actually a crisis of democracy. As cofounders of Frontline Justice, they have been pioneering research on "justice workers" — community members trained to help their neighbors navigate legal issues. Their recent article in the South Carolina Law Review, "Justice Work as Democracy Work: Reimagining Access to Justice as Democratization," makes a provocative case: When people cannot access their own law, democracy itself fails. They present compelling evidence from Alaska, where nearly 200 community justice workers now serve over 40 rural communities, achieving a 1-to-25 return on investment while dramatically expanding legal aid's reach. In today's conversation, Sandefur and Burnett discuss the mounting evidence for justice worker effectiveness, including research from the U.K. demonstrating that trained non-lawyers often outperform attorneys on specialized tasks. They also discuss recent breakthroughs — including unprecedented support from both the Conference of Chief Justices and the American Bar Association — and examine what obstacles remain. Sandefur and Burnett challenge the legal profession's monopoly on law, arguing that regulatory capture has estranged Americans from their own justice system. They envision justice workers as agents of democratization, expanding not just who can access legal help, but who can participate meaningfully in working democracy. Related episodes: On the latest LawNext: Sociologist Rebecca Sandefur on Enhancing Access to Justice. On LawNext: How A New Kind of Justice Worker Could Narrow the Justice Gap, with Nikole Nelson, CEO of Frontline Justice. On LawNext: CEO Nikole Nelson Returns with An Update on Frontline Justice's Mission to Empower Justice Workers and Bridge the Justice Gap. 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). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

As Leslie Witt took to the stage Sept. 3 to deliver the keynote at Kaleidoscope, 8am's inaugural customer conference, it was the culmination of a whirlwind summer. It had been just four months since she had joined the company formerly known as AffiniPay as chief product officer, responsible for leading product transformation and strategy for established legal tech brands LawPay, MyCase, CASEpeer and Docketwise. In the intervening 16 weeks, the company had undergone a major rebrand and finalized details of its first major conference. Now, two weeks after the rebrand and as the conference got underway, Witt stood before the keynote audience detailing the company's newest product initiatives, including its upcoming launch of its generative AI-driven 8AM IQ. Not long after Witt wrapped up her keynote, LawNext host Bob Ambrogi sat down with her live for this extended conversation. They spoke at the Kaleidoscope venue in Austin in a recording studio provided by 8am, where they discussed her background and career, her reasons for joining 8am, and the product announcements she had made earlier that day. Those announcements included the beta launch of an AI "Chat with Cases" feature that allows lawyers to ask questions of and search their case files, the integration of three core 8am products — LawPay, MyCase and SmartSpend — on a single technology platform, and more. Before joining 8am in May, Witt had more than two decades of experience in leading product teams. Most recently, she had served as the chief product and design officer at the mental health and wellness technology company Headspace. She previously held senior positions at Intuit, where she led global design, research and innovation initiatives focused on small businesses. 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). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts. Chapters 00:00 Introduction to 8AM and Leslie Witt 01:43 Leslie Witt's Background and Experience 09:53 Brand Transformation from Affinipay to 8AM 15:44 Product Design Philosophy and Customer Engagement 20:22 Platform Integration and New Features 24:57 Future Directions and Industry Impact

Daniel Lewis has witnessed legal technology's evolution from multiple vantage points that few others can claim. As a Stanford law student in 2012, he and classmate Nik Reed co-founded the legal research startup Ravel Law with the audacious goal of taking on LexisNexis and Westlaw using machine learning and data analytics – at a time when such challengers were few and far between. Not only was Ravel Law pioneering in its own right, but it also spearheaded and funded the Caselaw Access Project, an ambitious partnership with Harvard Law School's Library Innovation Lab to digitize and provide free and open access to every official court decision ever published in the United States. After Ravel's acquisition by LexisNexis in 2017, Lewis spent the next five years leading product teams within the legal research giant, including as vice president and general manager of its Practical Guidance and analytics products. This dual perspective – startup founder turned corporate executive – helped shape his understanding of what works and what doesn't when building technology for lawyers. Today, as CEO and global chief executive of LegalOn Technologies, Lewis leads a 600-person company that is tackling contract review with a fundamentally different approach. Rather than relying solely on tech-enabled services or raw AI that can hallucinate legal advice, LegalOn combines large language models with attorney-developed playbooks to help in-house legal teams achieve up to 85% time savings on contract review. The company just raised $50 million, for a total raise of $200 million across multiple funding rounds – which Lewis says makes it the most well-funded AI company focused on in-house contract review – and announced a strategic partnership with OpenAI to develop AI agents for legal workflows. In this wide-ranging conversation, Lewis shares hard-won insights about the realities of legal tech entrepreneurship, from the "deranged" confidence required to challenge industry giants as a law student to the leadership lessons learned managing teams through multiple business transformations. He discusses why the current moment represents the most significant opportunity for legal tech innovation in decades, how AI agents will reshape routine legal work, and what he's learned about building technology that lawyers don't just try once but actually integrate into their daily practices. Related episodes: From Ravel Cofounder to Knowable CEO, Nik Reed Has Learned that Building Quality AI for Legal Takes A Lot of Hard Work. On LawNext: The Inside Story of the Caselaw Access Project, with Three of the People Who Made It Happen. 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). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

The e-discovery company Reveal Data recently announced that it will launch its new generative AI-powered document review platform, called "aji," in late September. Notably, the company said it is offering full access to the platform at no cost through Dec. 31, in order to enable "the entire legal community to explore and master the next era in GenAI review innovation." To discuss the launch of aji, today's episode features Reveal's founder and CEO Wendell Jisa, together with the company's chief technology officer, Matthew Brothers-McGrew. This launch, Jisa says, represents the culmination of a deeply personal 30-year journey in legal tech from delivering photocopies in Chicago during blizzards to leading what he believes is one of the most significant technology companies in the legal industry. In their conversation with host Bob Ambrogi, Jisa and Brothers-McGrew make the case that generative AI presents the legal profession with the opportunity to become technology trailblazers rather than laggards. Their goal, they say, is to support the profession by democratizing access to AI across firms of all sizes and types. They also discuss Reveal's recent launch of Reveal Private Deployment, an initiative to support customers in whatever way they want to deploy Reveal's software, whether in the cloud, on-premises, or hybrid. At a time when other companies are pushing their customers away from on-premises deployments and into the cloud, Jisa and Brothers-McGrew say this is yet another way in which Reveal is seeking to democratize access by accommodating the interests of all its customers. 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). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.