Douglas J. Wood, a veteran entertainment and media lawyer, shares insights from his book, From Dawn to Dusk. He reveals how strategic planning and a written business plan are essential for lawyers seeking long-term success. Wood candidly discusses the emotional challenges lawyers face when transitioning away from their practices, emphasizing the need for robust succession planning. He also highlights the value of adapting to generational changes in the legal industry while maintaining strong client relationships and a sense of purpose post-retirement.

Zena Applebaum, a seasoned expert in legal technology and generative AI, shares her insights as the Senior Vice President of Market Development at Harbor. She discusses the challenges of integrating AI into legal research, emphasizing the importance of managing expectations. Zena reflects on her time at Thomson Reuters, where she used competitive intelligence to anticipate market shifts and guide product development. The conversation highlights the evolving legal landscape and the necessity for firms to adapt strategies to enhance client service.

Nikki Shaver, co-founder and CEO of Legal Technology Hub, discusses a major acquisition in the legal tech space that enhances their market offerings. Cheryl Wilson Griffin, from Legal Tech Consultants, highlights how this merger bolsters support for startups. Jeroen Plink shares insights on the potential synergies and challenges of combining services. The trio explores the importance of collaboration in navigating legal tech's evolving landscape and the need for tailored solutions for law firms adapting to new technologies.

This week on The Geek in Review, we discuss the future of legal technology with Dr. Megan Ma, a distinguished research fellow and Associate Director of the Stanford Program in Law, Science, and Technology at the Stanford Center for Legal Informatics, also known as Codex. Dr. Ma's groundbreaking work in integrating generative AI into legal applications takes center stage as she shares her insights on translating legal knowledge into code and the implications of human-machine collaboration in the legal field. Dr. Ma discusses her unique background in law and linguistics, emphasizing the challenges of translating legal language into deterministic computer code. Her fascination with language and its nuances has inspired her research at Codex, where she explores how legal concepts can be effectively communicated through technology. She recounts her academic journey, explaining how her multilingual skills and interest in natural language processing have shaped her approach to developing legal tech solutions. At Codex, the mission is to empower the legal system through innovative technology. Dr. Ma describes Codex as a collaborative hub, where experts from various fields work together to address inefficiencies and pain points in the legal system. She highlights the center’s commitment to human-centered design, ensuring that their technological advancements are co-created with relevant stakeholders. This approach ensures that the tools and solutions developed at Codex are practical and beneficial for both lawyers and clients. One of the standout initiatives at Codex is their mentorship model, designed to mirror the traditional mentorship found in law firms. Dr. Ma explains how they use AI to create legal personas based on the redline practices of experienced partners. This innovative approach allows junior associates to receive focused guidance, helping them improve their skills and knowledge in a more efficient and impactful manner. By integrating AI into the mentorship process, Codex aims to bridge the gap between theoretical legal education and practical experience. Dr. Ma introduces the concept of agentic workflows, where AI agents make autonomous decisions based on specified goals rather than predefined tasks. This dynamic interaction is particularly useful in legal negotiations, where unforeseen circumstances often arise. The negotiation model developed by Codex includes features like client rooms, expert consultations, and various levels of difficulty to simulate real-world scenarios. This hands-on training tool is designed to help young lawyers navigate complex negotiations and improve their problem-solving skills. In the Crystal Ball segment, Dr. Ma shares her vision for the future of legal technology. She emphasizes the importance of developing tools that tap into the legal brain, focusing on the process behind legal decisions rather than just the end product. By capturing the experiential knowledge of seasoned lawyers, Codex aims to create more effective and intuitive AI tools that can support the legal profession in new and innovative ways. Dr. Ma’s insights highlight the potential for AI to transform the legal field, making it more efficient, accessible, and responsive to the needs of both practitioners and clients. Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠ Contact Us:  X: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠    Transcript

Conrad Everhard, founding partner of Flatiron LLP, shares how his firm transformed M&A services with a groundbreaking flat fee model. He recounts the firm's origins post-financial crisis and its challenges transitioning from Big Law. Conrad discusses the innovative use of technology and a contractor-based approach to enhance service quality and transparency. The conversation also touches on the future of the legal industry as firms adapt to technology and changing client expectations, all while fostering strong relationships.

Adam Stofsky, CEO of Briefly, emphasizes the need for legal training to stay up-to-date with real-time issues using innovative tools like AI. Ian Nelson, Co-Founder of Hotshot, highlights the shift towards practical skills in training, preparing lawyers for real-world scenarios. Caitlin Vaughn, from Goodwin, discusses the importance of fostering emotional intelligence and collaboration post-COVID. Together, they explore how modern training programs must adapt to support the evolving demands of the legal industry while enhancing connection among colleagues.

Joshua Broyde from AI21 Labs discusses their work on foundation models like Jamba Instruct for enterprise use. They compare these models to traditional ones and talk about their collaboration with financial institutions. The podcast also covers the development of Jamba Instruct, the balance between model quality and cost, and future trends in AI workflows.

Hosts Marlene and Greg catch up on their recent vacations to Hawaii and South Africa, discussing AI lawsuits involving OpenAI and Microsoft. They explore AI tools for creating comics and animating images, envisioning a fully AI-generated podcast episode. The conversation touches on AI's impact on the legal sector, creative industries, and practical applications in Excel automation.

Neil Chilson and Travis Wussow discuss the complexity of regulating AI, suggesting a focus on specific harms and existing regulatory gaps. They highlight ongoing litigation and federal/state policy activities. They also touch on AI's impact on elections and misinformation.

June Liebert and Cornell Winston discuss the AALL annual conference, focusing on leadership in the AI-driven landscape and the importance of transformative thinking. They highlight keynote speaker Cory Doctorow's insights on technology's societal impact. The podcast explores technology's influence on society, tips for the conference, and showcases GenAI integration in law firms for accessibility and diversity. Exciting details of the upcoming AALL annual conferences are also shared.