Reinventing Professionals

I spoke with Jody Glidden, the Founder and CEO of Postilize, a company leveraging generative AI to support business development for lawyers, accountants, and professional services firms. We discussed pitfalls that legal services providers should avoid in marketing, how the type of professional service that one provides affects the approach to marketing and business development, and ways that generative AI is affecting marketing and selling professional services.

In this 29th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed ILTACON 2024, the practical application of generative AI, and creating new opportunities.

I spoke with Debbie Foster, CEO of Affinity Consulting, Jen Sherman, Chief Operating Officer at CARET, and Laura Wenzel, Global Marketing and Insights Director at iManage. The three companies are part of a consortium that supported The Changemakers Report: How Midsize Law Firms Are Achieving Growth Through Adaptation, featuring the perspectives of 30 law firm leaders.

What a fun and informative mixtape from #ILTACON2024, featuring Susana Branum, Director of Marketing, Opus 2, David Cambria, Managing Director - Legal Business Advisory, Epiq, Aaron Crews, Chief Innovation Officer, UnitedLex, Mike Fouts, Global VP, Sales & Marketing, ShareFile, Ross Guberman, CEO, BriefCatch, David Horrigan, Discovery Counsel & Legal Education Director, Relativity, Todd Miller, CEO, TRE, Beth Patterson, Director, ESP Connect, Joshua Schnoll, VP, Marketing, Everlaw, and Beau Wysong, SVP, Global Marketing, Opus 2.

I spoke with Eleanor Lightbody, the CEO of Luminance, a provider of artificial intelligence technology that empowers contract generation, negotiation, and analysis. We discussed the company's artificial intelligence platform, its $40 million Series B round of funding to expand its operations in the U.S., and how legal professionals should evaluate AI-powered tools to ensure trustworthy results.

I spoke with Nic Beique, the Founder and CEO of Helcim, a digital payments company for various professional services providers, including law firms. We discussed the qualities and capabilities law firms should look for in a payment provider, the advantages of using payment technology separate from practice management tools, and how artificial intelligence affects how law firms process payments.

I spoke with Rich Hale, the Chief Technology Officer of ActiveNav, a data discovery and governance software provider that serves various sectors, including legal. We discussed Zero Dark Data, how ActiveNav leverages AI, and the way the company uniquely approaches data discovery and governance.

I spoke with Bill Potter, the Vice President of Presales Engineering at Nuix, a leading provider of investigative analytics and intelligence software. We discussed the whitepaper Burnout to Breakthrough: The Role of Technology in Reshaping Legal Wellness, the factors that contribute to burnout among legal data services professionals, ways that teams can address this, and why e-discovery professionals should advocate for automation and AI-driven solutions.

I spoke with Karl Chapman, the CEO of Kim Technologies, a no-code, patent-protected SaaS solution that generates and operates enterprise applications from content, including large language models. We discussed advice for chief technology officers facing the opportunities and challenges presented by generative AI and LLMs.

Jonathon Fishman, the CEO of LeanLaw, brings his expertise in timekeeping and billing platforms tailored for law firms. He dives into how midsize law firms can harness financial data to boost efficiency and profitability. The conversation uncovers the hurdles these firms face in financial management and highlights the transformative role AI plays in enhancing productivity. Fishman discusses using data analytics for smarter budgeting and case assessments, ultimately enabling better decision-making and improved client communication.