The Geek In Review

Daniel Lewis, the Global CEO of LegalOn Technologies, has a rich background in legal tech from Ravel Law to LexisNexis. In the conversation, he emphasizes the challenges in contract review for in-house lawyers and how LegalOn’s hybrid AI approach combines large models with attorney-curated playbooks for more reliable results. Daniel discusses the barriers startups face in accessing legal data and the essential skills for modern legal leaders, highlighting the shift from review tasks to strategic roles enabled by AI.

Gabe Pereyra, President and co-founder of Harvey, shares his journey from DeepMind to revolutionizing legal workflows with AI. They dive into why language models suit lawyers' text-heavy tasks and how an ‘AI associate’ enhances productivity. Gabe discusses partnering with major law firms like Allen & Overy to minimize risks and maximize learning. He emphasizes the importance of integrating tools like Outlook and Word, and how firms can turn their expertise into valuable AI products.

Join Suzanne Konstance, Vice-President at Wolters Kluwer, as she sheds light on how they support legal professionals in highly regulated sectors. She discusses the critical importance of regulatory compliance and how it helps clients avoid litigation. Trust and accuracy in legal tech is a focal point, emphasizing AI's role in maintaining quality research. Konstance also touches on a collaboration with Harvey and the need for reliable workflows that prioritize authoritative sources. Insightful conversations around navigating the evolving legal landscape make this a must-listen!

This week we are joined by Patrick DiDomenico and Kevin Klein, two longtime builders of knowledge programs and legal tech gatherings. They walk through the evolution of KM&I for Legal, now entering year three, and the debut of its co-located counterpart, Legal Tech Connect. Both events run in New York on October 22 and 23, with a single community, two distinct agendas, and one big goal, stronger conversations across buyers, builders, and backers of legal tech.Patrick traces the roots, from the ARK KM era to the launch of KM\&I, then to twisting Kevin’s arm to join as a producer. A larger home opened the door to ambitious programming, Ease Hospitality at 3rd and 40th near Grand Central. Think bright rooms, live plants, strong AV, plenty of seating, and an adjacent tenant lounge with coffee, terrace, and breakout nooks. Lessons from last year show up in smart touches, an overflow room streaming the main stage for those who need to handle calls or email without missing core content, longer breaks for real conversations, and, yes, food worthy of repeat trips.Format matters here. KM&I holds firm on peer-to-peer sessions led by law firm professionals. Providers participate through tight five-minute spotlights between talks, plus optional demo rooms during generous coffee breaks and lunch. Legal Tech Connect flips the lens, product stories on stage, founder journeys, market forces, and regulatory themes. A crossover ticket lets attendees roam freely between both programs. Breakouts return by popular demand, a C-suite roundtable, KM 101 for newcomers, a track for KM attorneys and PSLs, and a managers and directors forum that grew from attendee feedback.Themes thread across both days. ROI from AI and KM tools appears throughout, from data strategy as a differentiator to co-development case studies. Expect a lively take on the rise of the legal engineer, with skills for scaling tools and driving adoption, plus a frank discussion about where these roles sit inside firms. Professor Michele DiStefano opens with client centricity, drawing on her research and book, with every attendee receiving a copy. She then moderates a session at Legal Tech Connect on how legal tech companies sell to law firms, bridging provider goals with buyer needs. Another panel stages the AI conversation among a partner, pricing director, client, and innovation lead, a timely look at value, billing, and collaboration.The bigger story is community. Patrick and Kevin highlight the peer network that forms in hallways and over coffee, mentors found by chance, and ideas that travel home in workable form. Legal Tech Connect brings investors and founders into the mix, which raises the quality of dialogue on funding, product focus, and adoption. Looking ahead, they predict fewer conferences, higher quality bars, and a shift toward substance over appearance. Listeners who want more details, including registration, should visit kmniforlegal.com and legaltechconnect.com. The two events sit side by side in October, and the goal is simple, leave with practical ideas, new contacts, and a clearer view of where legal innovation heads next. Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript:

This week we are joined by Mirat Dave and Danish Butt of Swiftwater & Co. as they step into the studio to make a simple claim, investigations and legal operations should serve the business, not slow the business. Mirat traces a path across law, technology, and global risk, then explains why a team blending strategy with implementation drew him to Swiftwater. Danish shares a wry origin story from early e-discovery days and outlines Swiftwater’s north star, the seven C’s, connecting, caring, collaboration, creating, curiosity, courage, and confidence. The tone stays pragmatic, no hype, and a few laughs land along the way.Global scope often triggers the “Germany is different” objection. Mirat acknowledges regional nuances, then reframes the discussion, most of the process is common across borders. The move that matters is standardization plus smart technology, including AI, to shift from linear headcount answers to scalable capacity. The payoff is speed, consistency, and lower risk. The team urges leaders to act like business owners, align processes to growth, margin, assets, and purpose, and resist the reflex to hire without redesigning the work.Budget hurdles come next. Leaders struggle to win funds for process change or platforms, while headcount requests sail through. The fix is storytelling backed by math, present a structured plan, expected savings, and a clear ROI in the language a CFO or GC uses daily. Danish widens the lens on metrics, many teams still track counts and cycle times, while value measures like revenue protected or reputation preserved sit at the bottom of the list. The guidance is to flip that order, tie decisions to value, and approach AI as a set of pointed use cases with measurable outcomes, not a monolith.Legal ops gets a moment in the spotlight as the quiet power. Danish reminds listeners that service functions exist to help the organization win, recognition matters, yet trust erodes when tools take center stage over results. Mirat presses the enablement mindset with a memorable image, legal, risk, and investigations are the pit crew, the business is the driver. Faster pits win races. He shares examples, a government contractor lifted renewal success by turning compliance visibility into proactive reminders and playbooks. In investigations, trend analysis by region, level, and timing surfaces fixes that reduce incoming allegations, lighten workloads, and raise quality.The crystal ball stays practical. Danish advises teams to treat AI as a working style backed by a two-year plan, prepare data, pick targets, and avoid both freeze and frenzy. Mirat expects investigation platforms to evolve from reporting systems into work systems, triage, plan creation, interview guidance, and repeatable playbooks that lift speed and consistency.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript:

Kara Peterson, a legal education pro turned Descrybe advocate, and Rich DiBona, the brain behind their citator technology, share their insights on revolutionizing legal research. They discuss Descrybe's innovative citator that transforms traditional case analysis with issue-level and backward citation features. The duo highlights their mission to democratize legal research, making it more accessible and affordable. They also touch on the challenges of incorporating advanced AI and expanding offerings to legal professionals, ensuring they stay ahead in a rapidly evolving industry.

Pablo Arredondo, VP of Co-Counsel at Thomson Reuters, and Joel Hron, the company's CTO, dive into the transformative impact of reasoning models in legal AI. They discuss the groundbreaking capabilities of ChatGPT-5, emphasizing how these advancements empower lawyers by shifting focus from routine tasks to strategic decision-making. Joel highlights Thomson Reuters' Deep Research tool, which enhances legal research accuracy while stressing the importance of transparency in AI processes. Their insights paint a vibrant future for legal technology.

This week, we welcome back Tom Martin, CEO of LawDroid, to discuss his widely read “AI Law Professor” column for Thomson Reuters and his five-level roadmap for legal AI. Martin explains that the framework was inspired by a leaked OpenAI memo and aims to give legal professionals a clearer picture of AI’s trajectory. The five levels range from basic chatbots to fully AI-run organizations, with intermediate stages such as reasoners, agents, and innovators. According to Martin, while we are still in the early stages, the release of GPT-5 and its reasoning capabilities has accelerated progress toward higher levels, especially in the development of autonomous agents.The conversation turns to the implications of GPT-5’s hybrid reasoning model, which combines inference with step-by-step reasoning to deliver more relevant answers. Martin sees this as a significant shift for the legal industry, moving beyond single-response chatbots toward sustained, goal-oriented AI. He predicts that while the technology for fully autonomous legal agents could be available within a year, widespread adoption in law firms and corporations will take closer to three years. However, with these advancements come ethical concerns. Martin outlines four principles for responsible AI agents: transparency, autonomy, reliability, and visibility, cautioning that AI’s knowledge is always bounded and potentially incomplete.Reflecting on the legal industry’s pace of change since their last discussion, Martin notes that while some firms are sprinting to adopt AI, others may already be too late to catch up. He warns that professional services organizations must actively integrate AI to remain competitive. The discussion explores the potential for tech giants or AI companies to acquire major legal information providers, and Martin argues that the future lies in blending software, consulting, and education into a unified service model. This integrated approach, he believes, will be necessary for survival in a market where AI is capable of generating solutions without traditional software development cycles.Beyond the legal tech roadmap, Martin shares insights from his teaching at Suffolk University Law School and his observations from producing the “Last Week in Legal AI” news series. He sees both opportunities and risks for the next generation of lawyers, particularly in acting as translators between AI systems and legal practice. The discussion touches on generational attitudes toward AI, with younger users showing both skepticism and heavy reliance on AI for personal and professional support. Martin also addresses societal concerns, from AI in mental health applications to job displacement, and stresses the importance of curating AI outputs with human judgment.The episode wraps with Martin’s update on the American Legal Technology Awards, set for October 15 at Suffolk University Law School in Boston, which he describes as “the Oscars of legal tech.” When asked about the biggest challenge for the next few years, Martin points to the uncertainty of where professionals will fit in a rapidly shifting world. He envisions a possible new model that combines service, education, and software to deliver legal help at scale, but stresses that no one knows exactly how the future will unfold. His hope is that the AI-driven abundance ahead will be shared broadly, without excluding people from its benefits.Links:Keep up with Tom's podcast and latest thoughts on the law and innovation at: lawdroidmanifesto.comNab some tickets to this year's Oscars of Legal Innovation at: americanlegaltechnology.comListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Ken Crutchfield, founder of Spring Forward Consulting, shares insights from his extensive background with legal information vendors. He likens today's AI boom in law to the chaotic American Industrial Revolution, highlighting the lack of regulation amidst hype and overinvestment. Ken discusses the need for law firms to rethink adoption strategies, balancing expectations with startups' limitations, and emphasizes the importance of 'Return on Experience' to maximize tech use. He calls for leadership engagement to navigate this evolving landscape effectively.

Christian Geyer, founder and CEO of ACTFORE, has an intriguing background that spans military intelligence and carpentry. He shares his unique career journey from handling top-secret data in the Navy to building AI-driven solutions for cybersecurity. The conversation highlights the challenges faced during COVID-19, the rapid evolution of his startup from a closet, and how automation reshapes data breach management. Geyer also discusses the importance of balancing human skills with tech solutions and the complexities of data security in a rapidly changing landscape.