Applications

#0088: (CT) Beyond the Tech

In this podcast session, the speaker will provide a deeper dive into all the prospective questions organizations must ask their technology providers prior to moving forward with a deal.
 
Although, the technology works, great, but does the company as a whole?
 
Moderator:
@Christina Wojcik - Head of Innovation & Partnerships, Pierson Ferdinand LLP
 
Speaker:
@Krishna Vyas - Director of Third Party Risk Management and Information Security, CITI
 
Recorded 5-15-2025

#0085: (JIT) ILTA Just-In-Time: Uncovering Ballard Spahr's AI Tool "Ask Ellis"

In this podcast interview, the speaker will provide a key overview of the build vs buy decision in uncovering Ballard Spahr's new AI tool "Ask Ellis." In addition, we will discuss what initial work they had to do with clients if they are using any of their client documents for fine tuning or RAG style solutions. Finally, we will highlight the various three assistants, which are chat, draft and analyze features. 
Moderator:Chris Hockey, Manager, Information Risk & Governance, Alvarez & Marsal
Speaker:Lisa Mayo Haynes, Director of Technology Innovation, Ballard Spahr LLP

#0065: (CCT/Gen Ed) Exploring the Partnership Between Buchanan Ingersoll and NetDocuments

In this podcast interview, the speakers will discuss and uncover the partnership between Buchanan Ingersoll and NetDocuments (PatternBuilder Max) and the implementation process. 
Moderator:  Nancy Griffing, President 3545 Consulting - Global  Speakers:  Scott M. Angelo, Chief Information Officer, BIPCJared L. Gullbergh, Director - Shared IT Services and Information Governance, BIPCMichael Hill - Director of Product Marketing, NetDocuments

#0062: (CCT/ Gen Ed) GenAI in Legal: Transforming Your Practice

Discover how legal departments are leveraging Generative AI to streamline workflows and enhance efficiencies. This podcast will dive into the use cases and practical applications, compliance concerns, and risk management strategies for in-house legal departments deploying AI. Uncover what it takes to harness GenAI’s potential while navigating ethical and legal challenges.
 
Moderators: 
Matthew Kohel - Partner, Saul Ewing LLP 
Leah Leyendecker - Partner, Saul Ewing LLP
 
Speakers:
Mayura Iyer Noordyke - Trademark Counsel for Global IP, Medtronic 
Travis Zimbelman - Strategic Advisor and Freelance Consultant

#0039: (CCT) Copilot and Teams: Central Point of Integration

Our speakers discussed using Teams and M365 Copilot to integrate silos of firm information, streamlining legal processes. Chad Ergun with Lewis Roca discussed Teams as a central point for legal process management. Carol-Lynn Grow with LawToolBox talked about how their solution illustrates a third-party tool being deeply integrated in the Microsoft ecosystem, using Copilot to create a better user experience and showing through docketing information in matter-centric Teams channels. Moderator:@Bill Bice, CEO, nQ Zebraworks Speakers:@Chad Ergun, Chief Information Officer, Lewis Roca @Carol-Lynn Grow, Chief Operating Officer, LawToolBox  Recorded on 09-05-2024.

#0003: (CCT) Incorporating Large Language Models (LLMs) in the Legal Arena

In this podcast interview, the speaker will share experiences and challenges in utilizing Large Language Models in the legal arena. 
 
Questions the moderator asked the speaker:General -What are some of the key challenges that legal departments face in adopting and integrating LLMs into their workflows?  -How can legal departments overcome the initial resistance or skepticism that may exist towards using LLMs? -How can legal departments ensure that LLMs are being used responsibly and ethically, without perpetuating biases or producing inaccurate or misleading results?  People -How can legal departments train and empower their lawyers to use LLMs effectively? -How can LLMs be used to augment and complement the skills and expertise of lawyers, rather than replace them? -What are the potential long-term benefits of using LLMs in legal departments? Technology -What are the challenges of integrating LLMs with existing legal software and systems? -Provide examples of specific use cases (e.g., information governance, contract management review and drafting, eDiscovery, and/or R&C) -How can legal departments ensure that LLMs are aligned with security and privacy and regulatory compliance? Process What are the challenges of evaluating and selecting the right LLM for a specific legal task? How can legal departments ensure that LLMs are being used in a way that is aligned with their overall legal strategy? 
 
Moderator:
@Carolyn Robinson - Senior eDiscovery Paralegal, Bosch  
 
Speaker:
@Chistine Livingston - Managing Director of AI and IOT, Protiviti

Too Many Updates!

In this podcast panel session, the speakers will discuss the challenges of the continuous and increasingly more frequent update cycles of 3rd party software. How can IT keep up with all the changes across the environment and what strategies can be employed to better manage this crucial aspect of living in the cloud.
Questions the moderator will ask the speakers:
-How do you balance the need for security patches with the potential disruption that updates can cause to ongoing operations?-How do you ensure compliance with industry regulations when 3rd party software is continuously updating?-What role do DevOps and CI/CD pipelines play in managing the frequent update cycles of 3rd party software in a cloud environment?-How do you prioritize which 3rd party software updates to implement immediately versus those that can wait, especially when dealing with a large and complex IT environment?-Can you discuss any real-world cases where a failure to update 3rd party software led to significant issues, and how those could have been avoided?
Moderator:@Christopher Hockey, IGP - Information Governance & Records Management Expert
Speakers:@Kathy Elsbey - Applications Manager, Bond, Schoeneck and King@Ben Radcliff, Senior Director of Manager Services, Optiv
Recorded on 10-25-2023.

What’s Up: The Retention of Work-Related Messages

In this podcast session, the speaker will discuss practical guidelines for the retention of informal means of (evidence collection) communications sent via text (such as, Short Message Service (SMS)) and messaging apps (such as, WhatsApp iMessage, and GroupMe).Questions the moderator will ask the speaker:-What are some considerations that need to be made when setting a retention policy or responding to a litigation hold from the technology side?-What are some challenges that people might not expect from extracting text messages or messages from a source that isn’t their computer?-What are some applications or places in a network or computer that people might not think about but would likely have a lot of that data that would be asked for?-What’s a good way to handle privileged materials that may be in those formats or apps?-What are just some simple best practices in communication data retention?
Moderator:@ Andrea Shirey - eDiscovery Expert, Bayer US LLC
Speaker:@George Socha - Senior Vice President of Brand Awareness at Reveal
Recorded on 10-19-2023.

Will Artificial Intelligence Take Our Legal Jobs?

Questions the moderator will ask the speaker:
 
-With the audience of this podcast being attorneys and other legal professionals, we have to start with the obvious question, do you see AI taking their jobs?
-How do you see AI's role in the legal industry evolving in the future?
-When you think of data privacy, security, governance, and compliance, what do you think of related to risk associated to leveraging AI in the practice of law? Both as a tool for legal professionals and for laymen that might use a tool like DoNotPay. 
-In your experience, how have you seen AI change and develop over the past years to address different challenges and needs in the legal industry?
-What advice would you give legal professionals when it comes to AI in their role?Moderator:@Joshua Moore - Lead Solutions Expert, NetDocuments Speaker:@Zachary Warren - Manager, Enterprise Content - Technology and Innovation, Thompson Reuters Institute Recorded on 07-25-2023

Out of the Box Ways of Using AI

This podcast session highlights some creative ways AI has been used inside corporations and law firms. 
Questions Ryan asked the speaker:
Are there any specific examples of you using AI outside of the box that you would use as an example for people who are not sure if AI is useful for their project?
What are the differences between AI and Machine Learning?
Large language models: what do they actually do, how can we use them, and are there compliance risks? How do we evaluate LLM output and make sure we're getting something useful back?
Specific versus general: what are the ways we can think about point (specific, non-generalized) AI solutions versus generalized (e.g., GPT-4) solutions? What are the trade-offs between these approaches?
Do you need fancy data scientists and software? (Spoiler, no, you don't)
How do you evaluate an AI services provider/partner?Moderator:@Ryan Gerlach - Legal Analyst, State of California Office of the Attorney General - DOJ
 
Speaker:
Andy Ward, - Vice President, Machine Learning, Laurel Inc.
 
Recorded on 04-18-2023

Your Signature Please, No Pens Required pt. 2! How Remote Online Notaries (RON) and Virtual Rooms Can Eliminate the Need for In Person Notarizations

If we have learned one thing from the pandemic, it’s the fact that we can’t always meet in person but we can continue business.In this podcast, the speakers will discuss ways that eSignatures, remote online notaries and virtual rooms can eliminate the need to travel to an in person Notary.Questions the Co-Moderators will ask Speakers:○ Could you please tell our listeners a little about yourselves? Aaron, let's start with you.○ If you both could briefly chime in as to what e-signatures are and what you can accomplish with them, that would be a great place to start.○ Can you explain for our listeners, how Notaries worked pre-pandemic?○ With the ongoing digital transformation, eSignatures became very popular in the last 2 years. More eSignature vendors offer unique features to digitize traditional workflows in different industries. We know you are familiar with online notarization and Virtual Rooms. Can you tell us more about Remote Online Notarization and Virtual Rooms? What are those and how can they help busy attorneys?Co-Moderators:@Jack Recinto - Senior Applications Director, Vedder Price P.C.@Alisher Yuldashev - ​ Business Technology Advisory Manager, Borden Ladner Gervais
​Speakers:-Aaron Davis - Director, Product Marketing, OneSpan-​Raquel Lima - Product Manager, OneSpan 
Recorded on 04-17-2022