LawNext

Panelists discuss the recent ban on third-party service providers for lawyers and the best practices for protecting sealed court documents. They explore challenges and risks associated with sealed documents, responsibilities of the clerk of the court, handling sealed and confidential documents, and the role of docketing in managing court documents. Additionally, they provide insights on anticipated changes in the legal industry, including increased access due to COVID.

In 2013, when Florida lawyer TJ Fraser set out to find a law practice management solution for his firm, he tested just about every product on the market, he says, but he could not find one that solved the problems he encountered in his day-to-day practice. So, rather than keep looking, he and his team decided to build the solution they needed for themselves.  By 2018, they had dubbed the software ZenCase, and in 2021, after continuing to develop and refine it, they migrated their first 50-plus user law firm onto the platform and officially launched it commercially to the legal market at large. On today’s LawNext, host Bob Ambrogi is joined by Fraser, who is now the CEO of ZenCase, and Olivia Mockel, its president and COO. Mockel recently moved to ZenCase after several years in leadership roles at other practice management companies, including most recently as CEO of PCLaw | Time Matters, a joint venture between LEAP and LexisNexis. So what makes ZenCase different from other practice management platforms and what types of law firms is it suited for? In today’s episode, we’ll hear from Fraser and Mockel about all that and more, including how they are incorporating generative AI and their plans for future development.    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. Legalweek NY 2024, Described as the “one legal event that hits all the marks for information, education, and networking”    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

What are the nuances of driving innovation within a law firm or legal department? For an inside perspective on that question, we speak with Rachel Dooley, who at the time of this recording was chief innovation officer at the law firm Goodwin Procter, and Ilona Logvinova, managing counsel and head of innovation for McKinsey Legal. Dooley and Logvinova spoke together at the recent Knowledge Management & Innovation for Legal Conference in New York City, sharing their views and insights on innovation from their unique perspectives. Shortly after they spoke, they sat down live with LawNext host Bob Ambrogi to record this conversation about innovation in legal.  Note that since we recorded this conversation, Dooley has left Goodwin Procter. This is the third LawNext episode featuring conversations recorded at the conference. To listen to the prior two, check out: Two KM Keynotes – Andrea Alliston, KM Leader At Fasken, and Mark Smolik, GC at DHL, On Disruption and Innovation in Legal, in which we spoke with the conference’s two keynote speakers.  The Founders of Two Legal Tech Startups: Nicole Clark of Trellis and Kevin Walker and Bryan Davis of Centari, featuring interviews with two of the startups that attended the conference.  The conference was organized by Patrick DiDomenico, president and founder of InspireKM Consulting, and Joshua Fireman, president and founder of the strategic consulting firm Fireman & Company, an Epiq Company.  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. DocReviewPad, the easy-to-use app to review, organize issue code, and produce documents Legalweek NY 2024, Described as the “one legal event that hits all the marks for information, education, and networking”    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Today on LawNext, we feature two brief, back-to-back interviews with the founders of two separate legal tech startups, both recorded live during the inaugural Knowledge Management & Innovation for Legal Conference held recently in New York City.  First up is Nicole Clark, cofounder and CEO of Trellis, an AI-powered state court research and analytics platform. (Clark was previously on LawNext in January 2002.) Then, in the second part of the show, we speak with the cofounders of Centari, an AI-powered knowledge management and dealmaking platform, Kevin Walker, the company’s CEO, and Bryan Gilbert Davis, its CTO.  LawNext host Bob Ambrogi was at the conference and recorded both of these interviews live there, where both of these companies were sponsors and exhibitors. The conference was organized by Patrick DiDomenico, president and founder of InspireKM Consulting, and Joshua Fireman, president and founder of the strategic consulting firm Fireman & Company, an Epiq Company.  For more from the conference, check out the last episode of LawNext, which featured interviews with the two keynote speakers from that conference: Andrea Alliston, partner and leader of knowledge and practice innovation programs at Fasken, Canada’s largest law firm, and Mark Smolik, chief legal officer at DHL.    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. TranscriptPad, an easy-to-use app to review, search, and annotate transcripts CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters. Legalweek NY 2024, Described as the "one legal event that hits all the marks for information, education, and networking"  If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Andrea Alliston, partner at Fasken, and Mark Smolik, GC at DHL, discuss disruption and innovation in legal. Topics include leadership in managing change, challenges of disruptive technologies, implementing technical changes, and pitching and winning business from law firms.

Dru Armstrong was named CEO of AffiniPay, the parent company of LawPay, in July 2021. Less than a year later, AffiniPay shook up the legal tech landscape by acquiring MyCase, one of the leading law practice management platforms, in a deal that also included four other practice management products: CASEPeer for personal injury firms, Docketwise for immigration practices, Soluno for billing and accounting (which it recently sold), and Woodpecker for document automation.  One reason that deal was so notable was that, until then, LawPay had been the legal tech equivalent of Switzerland – a neutral integration partner with virtually every practice management platform out there. But in acquiring one of the major players in the market, that legal tech Switzerland seemed to suddenly lose its neutrality.  Now, two and a half years into the job as Affinipay CEO, Armstrong is our guest on this episode of LawNext to discuss that acquisition, where the company is today, and why the marriage of fintech and legal tech matters to legal practitioners. She also shares her plans for the company’s future, including how it will incorporate generative AI across its various products.  Armstrong and host Bob Ambrogi spoke live in Miami at the TLTF Summit, a conference produced by the Legal Tech Fund, a VC fund focused on legal tech, where she spoke on a panel on the intersection of fintech and legal tech. She was previously on this podcast in June 2022, at the time the MyCase acquisition was announced, and was also on our Legaltech Week podcast.    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. DocReviewPad, the easy-to-use app to review, organize issue code, and produce documents CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Each year for the past three years, the LexisNexis African Ancestry Network LexisNexis Rule of Law Foundation Fellowship has awarded fellowships to promising law students to participate in research projects related to eliminating racism in the legal system. This year, 15 students received fellowships of $10,000 each to spend nine months working in teams to research one of five “cluster projects” that the fellowship program targeted for the potential to make a meaningful impact.  The students  – all from law schools that are members of the Historically Black Colleges and Universities Law School Consortium – recently published the findings of their research in the publication, Advancing and Impacting Equity in the Legal System, and on today’s LawNext, we are joined by two of those students to share more details about their work:  Whitney Triplet, who is in her final semester at Southern University Law Center.  Paul Campbell, a part-time student in his fourth year at the University of the District of Columbia David A. Clarke School of Law.  Also joining the show today is Adonica Black, director of global diversity and inclusion at LexisNexis, who helped coordinate the fellowship program.   In previous episodes of this podcast, we interviewed students who took part in this program in 2021 and 2022. Here are those episodes: On LawNext Podcast: Two Law Students Who Took On Systemic Racism in the Legal System.  On LawNext Podcast: The Legal Fellows Tackling Systemic Racism in Law.    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. TranscriptPad, an easy-to-use app to review, search, and annotate transcripts. CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

On this episode of LawNext: An interview recorded live with Erika Harold, executive director of the Illinois Supreme Court Commission on Professionalism, an organization charged with working to enhance civility and professionalism and to eliminate bias within the legal profession.  A former litigator, Harold was named executive director in April 2022, to succeed retiring executive director Jayne Reardon, who has also been a guest on this podcast. A nationally recognized advocate of bullying prevention efforts, Harold led the commission this summer in launching a statewide initiative to assess the prevalence and impact of bullying in the legal profession and recommend best practices for preventing it.  Erika is also a former Miss America – the sixth Black woman ever to hold that title – and, as you’ll hear, she entered that competition to help fund her education at Harvard Law School, from which she graduated debt free. In 2014, she ran in the Republican primary for Congress to represent Illinois's 13th congressional district. In 2018, she was the Republican candidate for Illinois attorney general.  LawNext host Bob Ambrogi had the opportunity to sit down live with Harold to record this conversation during the Clio Cloud Conference in Nashville in October.    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. TrialPad, an easy-to-use app to organize, annotate, and present evidence CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

On today’sLawNext, it’s a Clio double header, featuring two separate interviews with two of Clio’s top product-focused executives – one with Jonathan Watson, its chief technology officer, and the other with Hemant Kashyap, chief product officer  – both recorded live at the Clio Cloud Conference in Nashville in October.  Even though I interviewed Watson and Kashyap separately, their roles at Clio are intertwined. As CTO, Watson was previously responsible for both technology and product. That changed last June, when Kashyap joined the company as its first chief product officer. Now, they tell me, they often work as partners on developing products and delivering them to Clio’s customers.  At the conference, Clio introduced an array of major new products and product updates, in what it called its most expansive product update ever in its 15-year history. These included Clio Duo, a generative artificial intelligence tool that will be built natively into all Clio products starting in 2024; a personal injury add-on for Clio offering a suite of features for PI lawyers; and Clio File, an electronic court filing and service feature built directly in Clio Manage, making it the first law practice management platform to directly incorporate e-filing. In both of today’s interviews, we talk about those new products and others, as well as the company’s longer-term product roadmap. Both Watson and Kashyapp also share their thoughts on generative AI and its potential impact on legal technology and legal practice.  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. DocReviewPad, the easy-to-use app to review, organize issue code, and produce documents  CARET serves over 10,000 firms with practice management and document automation technology to enable savvy professionals to refocus their expertise on what truly matters.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Did Pras Michel’s lawyer botch his defense by relying on an AI program to create his closing argument? That’s what the former Fugees rapper claims in asking a court to overturn his April conviction in an illegal foreign influence scheme.  Michel says his lawyer, David Kenner, made a “frivolous and ineffectual” closing argument because he relied on an experimental AI program called EyeLevel.ai. Michel also alleges that Kenner and cocounsel Alon Israely had undisclosed financial interests in the AI company that motivated them to use the AI in his case as a marketing ploy.  But Neil Katz, the cofounder and COO of EyeLevel.ai, calls those claims “creative fiction” and “total nonsense.” Katz joins LawNext today to give his version of what happened in the Michel case and to tell us more about EyeLevel.ai, a company he says helps businesses and legal professionals build hallucination-free AI applications using private data.    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. TranscriptPad, an easy-to-use app to review, search, and annotate transcripts Caret, the award winning practice management platform work or document and workflow automation.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.