Reinventing Professionals

I spoke with Scott Wallingford and Scott Winter, the VP and GM of LexisNexis’ Law Firm Software Solutions and the Director of Product Management for InterAction, respectively. We discussed how law firms are leveraging CRM technology and the cloud, best practices for managing cloud-based data, and how compliance with the CCPA and GDPR are impacting ways law firms are leveraging technology.

I spoke with Mike Bryant and Ashish Prasad, the executive chairman and general counsel, respectively, for Haystack ID, a specialized e-discovery services company. We discussed how consulting aligns with eDiscovery, what is driving investment in this sector, how HaystackID is investing in innovation, and how e-discovery is evolving.

I spoke with Chris Pogue, the head of partner connect at Nuix, a leading provider of e-discovery software. We discussed the value of establishing global partner networks, changes to the Nuix Partner Program, his vision for Nuix Connect, and the trajectory of this sector.

I spoke with Erick Gunawan, the head of forensics for Law In Order, a provider of e-discovery services in Australia. We discussed how law firms, consulting firms, and service providers leverage technology differently, the challenges of recruiting and retaining legal technology professionals in Australia, how Royal Commissions are impacting the legal technology community, and where the legal market in Australia is headed.

I spoke with Paul Fontanot, the national practice group leader for forensic and technology services at Clayton Utz in Sydney, who is an equity partner in the firm, though he is not a lawyer. We discussed the services that the forensic and technology group provides, the impact on law firms of sharing equity with professionals who are not lawyers, and the future composition of professional services firms, including legal practices.

I spoke with Wendell Jisa, the CEO of Reveal Data, a provider of global eDiscovery and investigation software and services, which recently announced the establishment of its 19th worldwide data center and the launch of its Canadian operations. We discussed the genesis of Reveal Data, how it is helping law firms handle global eDiscovery, how cross-border eDiscovery differs from domestic eDiscovery, and the top challenges in this area.

I spoke with Adrian Lürssen, co-founder and vice president of strategic development at JD Supra. We discussed his program at the 2019 LMA Northeast Regional Conference – How to Turn Reader Data Into Business Development Wins For Your Firm – why it is such an important topic, and the key takeaways he hopes attendees will be able to apply at their organizations.

I spoke with Maddy Martin, the head of growth and education at Smith.ai, which provides integrated phone and web chat services for solo and small-firm attorneys, including a virtual receptionist & intake service, live website chat, and a keypad cloud phone system. We discussed how Smith.ai leverages artificial intelligence in its phone and web chat services, the misconceptions about AI, and how the use of AI in solo practices and small law firms is evolving.

I spoke with Timo Tschersig, the head of customer success for BusyLamp, a legal operations software platform, and Dr. Bernhard Waltl, a data scientist with BMW Group. Bernard is a co-founder of the Liquid Legal Institute in Germany and he and Timo are among the authors of the Institute’s 2019 Digitalization Guide. We discussed the guide, how it helps legal teams, and the impact of the Institute.

I spoke with Rick Weber, the co-founder and managing partner of Arbor Ridge Partners, a Legal Technology and Legal Services M&A advisory firm. We discussed the current state of M&A for legal technology and legal services companies, the difference between private equity and venture capital in the context of M&A, and where M&A in legal is headed.