Legal Technology

#0097: (JIT) ILTA Just-In-Time: An Agentic AI Teaser

What if AI could think like a legal professional—breaking down complex tasks, making decisions, and even taking action autonomously? In this sneak peek of ILTA’s Just-In-Time Roundtable Encore to Evolve: Agentic AI and the Possibilities for Legal, industry expertsndive into the game-changing potential of Agentic AI—where AI evolves from a chatbot to a proactive teammate. 
Spoiler: The billable hour might never be the same.
Moderator:  Josh Lazar, Founder and CEO, TechThinkTank LLC 
Speakers: Reanna Martinez, Director of Innovation, Systems, and Data, Munger, Tolles & Olson LLP Sara Miro, Director of Knowledge Solutions, Sullivan & Cromwell LLPRob Saccone, Chief Technology Officer, Lega Inc.

#0096: (CT) Law Firms and AI: Locking Down Security & Data Controls

In this session, the speakers explored how law firms and legal professionals can safeguard sensitive data and systems by implementing AI-specific security strategies and effective governance controls. It also builds on part one, diving deeper into practical approaches for mitigating risk in an AI-driven environment.Moderator:Elizabeth Suehr, Director of Legal Risk Systems & Strategy, Jenner & Block LLPSpeakers:Morgan Llewellyn, Director, AI Practice Hike2Chris Hockey, Manager, Information Risk and Governance Alvarez & Marsal

#0095: (CT) Metrics that Matter and the Data Dilemma

In this session, the speakers explored how data-driven decision-making can empower KM, legal technology, and legal services teams to extract meaningful insights from overwhelming volumes of information.
Moderator:@Alejandro Vallellanes - Former Senior Manager, Research and Information Alerts, Baker McKenzie  
Speakers:@Kris Sales - Innovation Product Analyst, Linklaters LLP@Natasha Tucker - Director, Business Development Operations, Bennett Jones LLP@Cem Uçan - Legal Engineer, Legora 
Recorded on 06-13-2025.

#0090: (JIT) Just-In-Time: ILTA's 2025 Tech Survey, Early insights

In this session, long standing members of the ILTA Annual Technology Survey Committee and the Survey Project Manager share best practices in using the survey results, and highlight how the survey has become a key budgeting and decision-making tool for law firms of all sizes around the world.
 
Moderator:
@Laura Murphy - Senior Project Manager, ILTA
 
Speakers:
@Todd Corham - Security and Compliance Administrator, Saul Ewing LLP
@TJ Johnson - Transformational Strategist & LeaderRecorded 
5-21-2025

#0067: (CCT) Positives and Pitfalls of Using AI in Proposal Generation

Pitches and proposals have long been essential tools for securing new business for firms.      
 
Traditional methods of creating these documents can be time-consuming, and many marketing departments lack the dedicated bandwidth to handle them efficiently. However, the advent of AI offers a solution to these challenges by streamlining the process. The use of AI transforms how firms respond to RFPs and pitches, promising significant time savings. But is this efficiency worth the potential challenges it introduces?     
 
In this podcast interview, the speakers delved into the benefits and drawbacks of leveraging AI in pitch and proposal creation.   Moderator:@Tara Patterson - Marketing Technology Manager, Orrick, Herrington & Sutcliffe LLPSpeakers: @Jeff Lagana - Director of Enterprise Operations & Security, Buchanan Ingersoll & Rooney PC@Ray Meiring - CEO, Qorus DocsRecorded on 01-27-2025.

#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

#0010: (CCT) How and When to Train Attorneys for Best Long-Term Technology Success

The speakers shared how and when to train attorneys for best long-term technology success. Does this occur in summer or first year? In addition, they discussed how does training needs evolve over the course of an attorney's careers for best long-term technology success. 
Moderator:@Virginia Ong - Legal Innovation Manager, Greenberg Traurig  
Speakers:@Jake Brown - Head of Legal Technology, Josef@Ana Toft-Nielsen - Attorney Development Innovation Manager, Greenberg Traurig
Recorded on 04-03-2024.

The Metaverse—A Conversation with a Law Firm with a Digital Asset Practice

Interested in learning more about the Metaverse and Digital Asset Practices and how they can affect your legal practice, stay tuned for an in-depth conversation with Nikki Shaver and partners from Falcon, Rappaport & Berkman LLP
Questions the moderator will ask the speakers:
-Falcon Rappaport opened an "office" in the metaverse. Can you explain to listeners what the metaverse is and why the firm decided to engage with it in this way?-Did you find it beneficial? Is it something you'd do again?-What is the crypto-economy and why would firms want to engage with it?
-Your firm accepts cryptocurrency. Can you discuss the benefit of doing so?
-There has been a misperception around crypto, for example that it's used for illegitimate transactions. Can you explain to listeners why legitimate law firm clients want to use it to pay their legal fees?-How do they even do that? (PayPal, Venmo, ATMs etc.)-Do you think it's short-sighted of firms NOT to offer cryptocurrency as a payment option (some firms still can't even offer credit card payments!)?
-Why did the firm decide to create this practice and what were the benefits of doing so?-Overall, do you two think the fact that your firm is open to doing things in new ways has opened new pathways for you and brought in clients you might not otherwise have had?-Is your firm also already exploring generative AI?
Moderator:Nikki Shaver, CEO and Co-Founder, LegalTech HUBSpeakers:Ken Falcon, Managing Partner, Falcon Rappaport & Berkman LLPMoish Peltz, Partner, Falcon Rappaport & Berkman LLP
Recorded on 12-1-2023.

Between Two Firms with Josh Moore

This podcast panel showcases the two experts in the field of legal technologies. This thought-leadership piece will showcase an epic conversation highlighting the state of legal technology, future innovation, and getting into the brass tacks of what makes a legal technology the best. 
Questions the moderator will ask the speakers:-With so many different legal technologies out there, it can be difficult to know what is right for your firm. Do you have any guiding principles that you follow when selecting a legal technology to adopt?-AI is the buzzword right now. Rightfully so with the impact we are seeing. If you were to go into the future 5 years and look back, how do you hope AI will be developed to better serve the firm and your clients?-Without naming names, of all the different legal tech companies that you have worked with, are there any characteristics or traits that other firms can look for when deciding who to partner or not partner with?Moderator:@Josh Moore - Lead Solutions Expert, NetDocumentsSpeakers:@Joe Raczynski - Technologist & Futurist, Founder, Joe Technologist Consulting & Media@Julie Strachan Haiber - Global Client Director, Thomson ReutersRecorded on 11-01-2023.

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

The Rise of the ”Non-Lawyer” – Threat or Opportunity

Some people predict that by 2025 half of legal teams will be staffed by non-lawyers. Will that be perceived as a threat or an opportunity? Do lawyers need to learn legal tech, or can they just hire people who specialize in it but are not lawyers? Do you need to be a lawyer to effectively use legal tech?Questions moderator will ask speakers: - The term “non lawyer” is sometimes perceived as quite controversial. Many people who support the business of law feel it is used to marginalize expertise. With the development of legal technologies being a lawyer is not always a needed qualification to plan, implement and use the tools. In your experience how does it help to be a lawyer or not, when using legal technologies?- Where do you see non lawyers working cases, supporting transactions, being part of case teams, etc. today?- With more and more demand on expertise to “drive” legal technologies, or perform data analysis, do you think layers need to learn these skills? Or can they just hire non-lawyers to work side by side with lawyers? Or both?- Do you think the balance could even tip that within law firms more non-lawyers are leveraged to work and manage cases and lawyers solely focus on the parts that require analysis and practice of the law?- What does all this mean for the legal profession, will the job description of lawyers change over time? Why or why not?
Moderator:@Christiane Matuch - Legal Innovation Manager, Greenberg Traurig, LLP
Speakers:@Alyssa Cowley - Associate Director, Knowledge Management, Shearman & Sterling LLP@Harriet Joubert-Vaklyes - Senior Project Manager, Legal Operations, CBRE  @Josh Lazar - Founder and Chief Everything Officer, TechThinkTank 
Recorded on 07-18-2023