LawNext – Details, episodes & analysis

In what it says is the first AI agent for law, the legal technology company Spellbook just released Spellbook Associate, an application that can plan and execute complex, multi-step workflows in transactional matters, much as an associate would. This is the same company that introduced the first generative AI copilot for contract drafting and review back in 2022, even before ChatGPT was released to the public. 

In today's episode of LawNext, Scott Stevenson, the cofounder and CEO of Spellbook, joins host Bob Ambrogi to tell us all about the new Spellbook Associate, as well as to discuss the company's origins and future. As you will hear, the company pivoted from its original product when Stevenson and his cofounders began exploring large language models and saw their potential for streamlining law practice. 

Stevenson, a computer engineer, founded the company in 2019 together with Daniel Di Maria, a former lawyer and now chief revenue officer, and Matt Mayers, a user experience expert and now chief experience officer. When they pivoted in 2022 to launch their AI copilot for lawyers, "customers came pouring in faster than we could keep up with," he says. 

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

For at least two decades, artificial intelligence has been used in e-discovery to help surface and prioritize review of potentially responsive documents from large document collections. But while technology-assisted review (TAR) has traditionally been driven by AI in the form of supervised machine learning, some vendors and e-discovery professionals are starting to experiment with the use of generative AI in its place. 

So how effective is generative AI for document review in e-discovery? Is it a replacement for traditional TAR or a supplement? Are there other ways in which this rapidly evolving technology can be used in discovery? 

On this week's LawNext, we are discussing the application of generative AI in e-discovery. To do so, host Bob Ambrogi is joined by three computer and data scientists from Redgrave Data, a consulting firm that specializes in e-discovery and data science. Today's guests are:

• Dave Lewis, chief scientific officer, who has over three decades of experience in AI and statistics.

• Lenora Gray, data scientist, who has worked for more than 15 years in law firm project management and matter support roles.

• Jeremy Pickens, head of applied science, a pioneer in the fields of collaborative exploratory search and technology assisted review. 

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Almost exactly one year ago, a new legal tech startup, The Contract Network, came out of stealth, with a mission to "radically accelerate the time for contract negotiations'' through an AI-powered contract collaboration platform where all parties to a deal engage in a secure and neutral environment. 

The company's cofounder and CEO, Jim Wagner, is a legal tech veteran with a track record of starting and leading successful companies in contracting and e-discovery, including having cofounded the e-discovery company DiscoverReady, having been president of the contract management and analytics company Seal Software, and, after Seal was acquired by DocuSign, having been vice president of agreement cloud strategy there. 

With The Contract Network, Wagner aims to "change contracts for good" by solving the problem of contract negotiations taking too long and lacking tools for real-time collaboration, communication and transparency among all parties. On today's LawNext, Wagner is our guest, to talk about what he sees as broken with the traditional contract negotiation process and how The Contract Network offers a better option. Given his 30-year career in this industry, he also shares his thoughts on how it has evolved and where we are today. 

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

With so much focus on the use of large language models in law practice, the Kelvin Large Language Model – or KL3M (pronounced CLEM) for short – stands out as distinct for two reasons. For one, it is the first LLM built entirely from scratch specifically for the legal market. In addition, it is the first LLM in any domain to be training entirely on clean, legally permissible data and to be certified as such by the organization Fairly Trained. 

To discuss how KL3M was developed and why this built-from-scratch, domain-specific LLM is significant for the legal industry, our guest for today's LawNext is Jillian Bommarito, chief risk officer at 273 Ventures, the company that developed CLEM. Not only was Bommarito involved in developing KL3M and the data set used to train it, but she also oversaw the process of earning KL3M its Fairly Trained certification. 

Regular listeners of LawNext may remember my interview last year with two of the other principals of 273 Ventures, CEO Michael Bommarito, who is Jillian's husband, and Chief Science Officer Daniel Katz, who were on this show just after they conducted the first experiment in having GPT take the bar exam. All three, along with Katz's wife Jessica Katz, had formerly founded the legal AI and consulting company LexPredict, which was acquired in 2018 by the global law company Elevate. 

In today's conversation, Bommarito talks about what went into developing the model and creating the dataset to train it, and discusses what it offers the legal market and why and how a law firm would use this model over others that are commercially available. 

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Timing is everything, it is said, and so it was either ironic or fateful that Maptician, developed as a hoteling platform to help law firms and businesses manage office space, launched in 2019, just before the pandemic and period in which offices once bustling with people turned into downtown ghost towns. 

But the company quickly adapted, says its CEO Alaa Pasha, expanding its platform to help law firms manage the new normal of hybrid offices and return to work, and it has continued to evolve to become an all-in-one platform for managing in-office needs and helping firms better plan and use their office space.

Pasha, who is our guest on this episode, says that, in his view, the company's real focus is not space, but people, and helping law firms and businesses understand how to optimize their spaces for the people who work in them today, and how to plan their spaces for the years ahead. 

Side note: The recording of this conversation came about somewhat serendipitously, when host Bob Ambrogi was scheduled to meet with Pasha for a briefing during the Legalweek conference in January. When Ambrogi showed up at Maptician's booth, the company's publicist offered to record the conversation, and this is the result. Thanks to Maptician for allowing us to share it through this podcast. 

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

With the tagline "Making Knowledge Work," the document management company iManage is enormously successful within the legal industry, with more than 4,000 customers across six continents, including 80% of the Am Law 100 and more than 40% of Fortune 100 companies. Just last year, it recently reported, it added more than 300 new law firms and companies as customers.   

But over the 30 years since its founding, it hit some speed bumps, of sorts, after it went through a series of acquisitions that led to its ownership by Autonomy and then by Hewlett Packard after HP acquired Autonomy in 2011. The HP-Autonomy deal famously turned into a fiasco when HP claimed Autonomy had fraudulently inflated its value, causing it to write off nearly $8.8 billion of the $11.1 billion purchase price, and the repercussions of that deal continue to reverberate, with Autonomy's founder currently on trial in San Francisco for criminal fraud charges. 

With iManage, through no fault of its own, caught up in that morass, its original founding management team, led by Neil Araujo, swooped in and bought back the company in 2015. It was, Araujo now says, an opportunity to reboot and apply everything they had learned about what to do and what not to do to build a successful company. 

Neil Araujo is our guest in this episode, to share the story of how iManage became the success it is today and to give us a preview of what lies ahead on its product and development roadmap, including its plans for expanding its use of generative artificial intelligence. .

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

March 1 marked the culmination of an ambitious and audacious project to digitize and provide free and open access to all official court decisions ever published in the United States. Called the Caselaw Access Project, it came about, starting in 2015, through an unusual partnership between Harvard Law School and a Silicon Valley-based legal research startup called Ravel Law. 

The massive undertaking involved scanning nearly 40 million pages from some 40,000 law books and converting it all into machine-readable text files, creating a collection that included 6.4 million published cases, some dating as far back as 1658. While Harvard's Library Innovation Lab did all the work, Ravel — and later LexisNexis after it acquired Ravel in 2017  — footed the bill. 

 Harvard completed that digitization in 2018, making those cases available for free to the general public, but until March 1, 2024, any commercial use of the cases was restricted by the agreement between Harvard and Ravel (and later LexisNexis). The March 1 milestone marked the full release of the cases, free of any restrictions. 

On today's LawNext, we will get the inside story of the history of the Caselaw Access Project and talk about the significance of this final lifting of all restrictions on the data. How did the partnership ever come about in the first place? What was the scanning process like? What does this data mean for the future of access to law, particularly in the face of generative AI? 

To do all of that, host Bob Ambrogi is joined by three guests who played instrumental roles in the project:

• Daniel Lewis, the cofounder and CEO of Ravel Law, who is now CEO of the contract review company LegalOn. 

• Adam Ziegler, the former director of Harvard's Library Innovation Lab and the Caselaw Access Project (who recently wrote a first-person account of the project)..

• Jack Cushman, the current director of the Library Innovation Lab. 

Nik Reed, the cofounder and COO of Ravel Law, and now senior vice president of product, R&D and design at Knowable, was also scheduled to be on the show, but had to cancel as of the recording time. 

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.

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

InfoTrack may be one of the fastest growing yet least known legal technology companies in the United States. You may know it more through its brands, including ServeNow for finding process servers, One Legal for California court filing, LawToolBox for court calendaring, and the Legal Talk Network group of legal podcasts. 

Our guest today, Ed Watts, CEO of InfoTrack in the U.S., says the company is on a mission to innovate and even revolutionize litigation services and the litigation workflow. Already, its products are used every day by lawyers throughout the United States to file court cases, track court dockets, search court records, and arrange service of process, and it integrates with most major law practice management platforms.

InfoTrack in the U.S. actually grew out of a company founded in Australia in 2012, when it was spun out of the LEAP law practice management platform. InfoTrack expanded first to the U.K. and then in 2016 to the U.S. 

Since coming to this country, it has expanded both organically and through acquisitions, including in 2020, when it acquired two legal tech companies, LawToolBox, the court calendaring company, and One Legal, a California provider of litigation support services such as court filing, service of process, and document retrieval, and in 2021, when it acquired Lawgical, the parent company of ServeNow, Serve Manager, and the Legal Talk Network. 

Watts has been with the company since before it spun out from LEAP, and says he was employee number one when it expanded to the U.S. He and host Bob Ambrogi talk about the company's history, where it is today, and its plans for future growth. 

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.

• Sharefile for Legal: Securely send, store, and share files – plus discover document workflows designed to improve your client experience

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

The arrival of 2024 brought a new reporting requirement for more than 32 million smaller companies in the United States. The new requirement, which came about as part of the federal Corporate Transparency Act of 2021, means that many companies will now have to report information about their beneficial owners — the individuals who ultimately control the company.

With new requirements for companies to collect, document and submit previously unreported information – and with many companies confused about what the law means for them -- legal tech companies are stepping up to help, with new products specifically designed to facilitate understanding and compliance. 

One company that is taking the lead on this is Wolters Kluwer. It has launched a beneficial ownership platform for legal, compliance and accounting professionals, and enhanced its Legisway platform for corporate legal departments with new beneficial ownership functionality. 

On today's episode, we'll dig into this new law and its requirements, and hear about how technology is helping companies comply. To do that, host Bob Ambrogi is joined by three executives from Wolters Kluwer:

• Ross Aronowitz, vice president, law firm segment leader, at CT Corporation.

• Ken Crutchfield, vice president and general manager of legal markets at Wolters Kluwer Legal & Regulatory US.

• Cathy Rowe, senior vice president and segment leader, U.S. professional market tax and accounting North America. 

One further note: Last week, after we recorded this conversation, a federal court in Alabama ruled that the Corporate Transparency Act is unconstitutional. The ruling is limited to the two plaintiffs who filed the suit, and the federal government said it will file an appeal. Meanwhile, it is expected that the government will continue to enforce these new beneficial ownership rules. 

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.

• Sharefile for Legal: Securely send, store, and share files – plus discover document workflows designed to improve your client experience

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Can AI help law firms stem revenue leakage and more efficiently turn their invoices into collected cash? That is the premise behind Oddr, a legal tech startup that recently launched what it says is the legal industry's first AI-powered invoice to cash platform, centralizing law firm billing, collections, payments and reconciliation in a single product.

At the Legalweek conference in New York in January, where the platform was officially launched, LawNext host Bob Ambrogi sat down with Milan Bobde, Oddr's cofounder and CEO, to record this conversation about the company and how it can help law firms streamline billing and improve collections.

Before starting Oddr, Bobde was senior director of product management at the enterprise software company Intapp and earlier worked at Thomson Reuters Elite as manager of a diverse portfolio of products.

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.

• Noodle: automate all of your practice's admin work, while you focus on growing your business without increasing headcount.

• Sharefile for Legal: Securely send, store, and share files – plus discover document workflows designed to improve your client experience

If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.