The Legal Ops Podcast is about all things legal operations, legal business and legal technology. It's hosted by Alex Rosenrauch and Elliot Leibu, legal ops professionals with experience and passion for this subject, and deep connections in the industry. Every episode covers a new aspect of transformation, operationalisation and technology implementation, overlaid with the human elements of change management and organisational psychology. If you're interested in the changing nature of legal s ...
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Co-op and condo board directors face a myriad of challenges they are not equipped to solve, and taking action can be a fraught experience. In this series, Habitat Magazine editors interview New York's leading co-op/condo attorneys for guidance on these challenges. Habitat, a New York City publication founded in 1982, is edited for co-op and condo board directors, property managers, and other professionals.
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Personal Liability While Serving On Your Board
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Serving on your co-op or condo board can be a terrific experience, but it can turn into a personal nightmare if you or your board acts improperly. There are many legal protections, however, and Geoffrey Mazel, partner at Hankin & Mazel, provides an overview of what they are and the precautions you need to take. Habitat’s Emily Myers conducts the in…
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Creating and evolving the legal ops function with Dee Venello
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Dee Venello is a senior operations professional at Commvault. She has implemented contracting systems and other legal technology in multiple organizations, carefully managing diverse stakeholders with a variety of interests and workflows. She also has experience in general business operations, providing her with insight into the issues and concerns…
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The Pulse: Air Canada required to honor AI-generated refund policy, AI's impact on law firm billing and how to craft an organizational AI policy
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Alex and Elliot chat about: * how to craft an organizational AI policy * a recent tribunal decision requiring Air Canada to honor a refund policy invented by its online chatbot * recent articles on AI's impact on law firm billing and a potential shift towards value-based pricing * another recent article on the need to balance AI's precision with hu…
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Jenn McCarron on the CLOC Presidency and 2024 predictions
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At the start of 2024 Jenn McCarron became President of the Board of the Corporate Legal Operations Consortium (CLOC), succeeding Mike Haven. We invited Jenn back on to the show to discuss: * the process of becoming President * the factors she considered in weighing up the role * CLOC's role in the legal ops community, and how it has developed over …
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Alex and Elliot discuss: * The recent leadership challenges at OpenAI and what, if anything, it means for the pace of AI development and adoption * A review of podcast episodes during 2023, their favourites and why * Musings on expectations for 2024 * Elliot's continuing work on the "AI for legal teams" training course, which will be published in e…
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Creating AI for lawyers with Noah Waisberg
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Noah Waisberg is the co-founder and CEO of Zuva.ai and the former co-founder and CEO of Kira Systems. He has worked for more than a decade on artificial intelligence and its application in the legal industry, beginning his work long before anyone had heard of Transformers and GPT. He is also the author of two books on artificial intelligence: "AI f…
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The Pulse: leveraging AI for knowledge worker productivity, AI provides poor legal advice and no law firm competitive advantage from generative AI
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Alex and Elliot discuss: * A recent article looking at the effects of AI on productivity and quality of work by consultants at the Boston Consulting Group * A study by an English law firm finding poor legal advice provided by various Large Language Models, including GPT and Bard * A recent article discussing whether or not generative AI will be a s…
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Talking Tech: LinkSquares with Tim Parilla and Ashlyn Donohue
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In this Talking Tech episode Alex and Elliot speak with Tim Parilla and Ashlyn Donohue from LinkSquares. LinkSquares helps organizations streamline contract management and drive efficiencies for contract-related workflows with an all-in-one CLM and legal project management platform. In addition to learning about the LinksSquares product, we discuss…
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Legal Ops at Microsoft with Lydia Petrakis and Tom Orrison
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Microsoft is one of the most innovative and widely recognised companies in the world. How does an organisation with this level of scale and success think about legal operations? What are its strategic initiatives and thought leadership that the legal ops community can learn from? To what extent is its legal department leveraging AI and other cuttin…
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The Pulse: AI looks like Napster, ChatGPT accesses the internet, workflow and intake in Japan and new gadgets
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Alex and Elliot discuss: * A recent article by Ironclad's CEO arguing that AI is entering its "Napster phase" * ChatGPT now having access to current information via the internet * Recent trips to Japan, observations on intake systems in daily Japanese life and its implications for legal workflows * Elliot's new MacBook Air and Alex's ruminations on…
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Crafting Legal Tech solutions with Justin Hectus
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Justin Hectus is a co-founder and Chief Information Officer at Keesal Propulsion Labs, a consultancy focused on technology and automation of legal processes. With Justin we discussed many aspects of building and delivering technology for legal teams, including: * How to ensure your team stays focused on the core mission and goals * The importance o…
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The Pulse: introducing the Legal Ops Institute, contract acceptance via emoji, new reports on AI and its consequences for the legal industry
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Alex and Elliot discuss: * Introduction to the Legal Ops Institute, essential learnings for legal changemakers brought to you by the podcast * Thumbs up emoji used to accept a contract * Generative AI could reduce law firm revenue by 23.5% * 62% of legal professionals are not using AI * 2023 Asia-Pacific Legal Innovation and Technology Association …
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The Pulse: the evolution of legal operations with Tom Stephenson of the Dear Legal Ops podcast
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Alex and Elliot are joined by Tom Stephenson, host of the Dear Legal Ops podcast, to discuss: * the evolution of legal operations * career progression for legal ops professionals * the intersection of tech, ops and people * the strength of the legal ops community LINKS Tom Stephenson on LinkedIn: https://www.linkedin.com/in/tstephenson1 Dear Legal …
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Legal innovation at Netflix with rockstar Jenn McCarron
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Jenn McCarron is the Director of Legal Operations and Technology at Netflix, a board member of the Corporate Legal Operations Consortium (CLOC) and host of the CLOC Talk Podcast. If legal operations has rockstars, Jenn is undoubtedly one of them. We covered lots of ground with Jenn, including: * What legal innovation looks like at Netflix * The vit…
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Talking Tech: Evisort with Jerry Ting
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In this Talking Tech episode Alex and Elliot speak with Jerry Ting, co-founder and CEO of Evisort. Evisort combines artificial intelligence, automation and deep integration to empower customers to transform their business with industry leading contract analytics and contract lifecycle management. In addition to deep diving into Evisort's product, w…
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When Are Board Decisions Protected And Why Should You Care
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Peter Massa, Partner, Armstrong Teasdale, is interviewed by Habitat Magazine's Bill Morris. A legal landmark. The business judgment rule has been around in corporate law for a long time. The theory is that board decisions will not be second-guessed by the courts — provided they’re made in furtherance of the corporation's legitimate interest and in …
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The Pulse: predictions and parties with Kevin Clem from HBR Consulting
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Alex and Elliot are joined by Kevin Clem, Chief Growth Officer at HBR Consulting, to discuss: * Predictions about AI, data and the dominance of Microsoft's productivity suite * HBR's "The Mingle" party at the recent CLOC Global Institute (with audio recorded live at the event) A big thanks to HBR Consulting for sponsoring this episode of the podcas…
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What's Up With Expense Allocations In Mixed-Use Condominiums?
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Leni Morrison Cummins, Partner, Cozen O’Connor, is interviewed by Habitat Magazine's Carol Ott. It all starts when sponsors decide how they’re going to allocate expenses between the residential and commercial portions of the building. Real Property Law 339M gives sponsors the ability to allocate expenses based on something other than a percentage o…
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Want to know what it's like to attend the world's biggest legal operations conference? Or did you go and you're now keen to relive it? This is the episode for you! The unofficial theme of this year's event was: artificial intelligence and its role in the legal industry. AI was discussed in almost every session and essentially every conversation ove…
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The Benefits of HDFC Co-ops Come With Lots of Oversight
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Benjamin Flavin, Partner, Braverman Greenspun, is interviewed by Habitat Magazine's Carol Ott. Lessons for Co-op & Condo Board Directors The benefits. HDFC co-ops were created to provide affordable housing for people who may not otherwise be able to enter the New York City real estate market. There are also certain tax benefits that lower the cost …
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The Pulse: 2023 CLOC Global Institute, legal department efficiency, adoption of generative AI and core legal tech capabilities
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Alex and Elliot discuss: * The podcast heading to CGI 2023! * A recent survey of perceptions of legal department efficiency * Current attitudes to generative AI in legal practice * Gartner's 2023 report on core capabilities for legal operations technology LINKS Legal's role in revenue generation: https://www.legaldive.com/news/legal-department-reve…
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Board Elections: Who, Actually, Is Virtually Voting?
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Lessons for co-op and condo board directors Evan Richman, Partner, Fleischner Potash is interviewed by Habitat Magazine's Carol Ott. What happened. In 2021 there was a disputed board election between two slates of candidates at a Port Chester condominium. Right before the election, the board issued a notice to all residents in the building letting …
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Yikes! Your Alteration Is Now Our Problem
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Christopher M. Tumulty, Partner, Fox Rothschild, is interviewed by Habitat Magazine's Bill Morris. Lessons for Co-op & Condo Board Directors First line of defense. Boards need a first line of defense when shareholders or unit-owners want to renovate or combine apartments. The best way to do that is to have an alteration agreement in place before th…
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Legal tech by the numbers with Raymond Blyd
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Raymond Blyd is seriously into legal tech. His websites, Legal Complex and Legal Pioneer, showcase the legal tech market by highlighting the most innovative brands and, more importantly, the numbers. How much capital is flowing into legal tech? How has the funding market changed in recent times? Who are the winners and losers? What does all this te…
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How To Deal With Board Members Who Disclose Confidential Information
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Dean Roberts, Member, Norris McLaughlin, is interviewed by Habitat magazine’s Carol Ott. Lessons for Co-op & Condo Board Directors Duty to maintain confidentiality. If a board member is disclosing confidential information about a shareholder and that causes some harm or damage, in theory, the board has exposure because it failed to do its duty to m…
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The Pulse: GPT-4 is released and passes the Uniform Bar Exam, Microsoft Copilot for Office, re-creating GPT for under $600
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Alex and Elliot discuss: * The release of GPT-4 * GPT-4 passes the Uniform Bar Exam * Microsoft announces Copilot for Office online * Copying GPT for under $600, by using GPT LINKS Release of GPT-4: https://www.theverge.com/2023/3/14/23638033/openai-gpt-4-chatgpt-multimodal-deep-learning GPT-4 has passed the Uniform Bar Exam: https://www.law.com/le…
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Before Attempting Bylaw Amendments, Count Your Votes
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Justin Buchel, partner, Schneider Buchel, is interviewed by Habitat magazine’s Paula Chin. Lesson for co-op/condo board directors: Burning issue: A unit-owner at a condo had a fire pit on the balcony, and people were up in arms — and scared — because there had been a recent fire at the condo. The board started legal action, but the unit-owner pushe…
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Recovering Legal Fees May Be Harder Than You Think
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Stewart Wurtzel, partner, Tane Waterman & Wurtzel, is interviewed by Habitat magazine’s Bill Morris. Lessons for co-op/condo board directors: Fat fees. If you’re thinking about going to court, don’t base the decision on whether you're going to recover legal fees, because even if you’re entitled, there are a lot of questions. The fight over legal fe…
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Demystifying GPT and AI for lawyers with Mary O’Carroll and Cai GoGwilt
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Interest in artificial intelligence has skyrocketed in the past few months thanks to rapid advances in the GPT language model and, equally importantly, many vendors incorporating the model into their products and services. But what does this mean for the legal industry, both now and in the future? To answer this question we invited Mary O’Carroll a…
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The Pulse: round up of 2022 legal tech investment, ChatGPT for Outlook and Word and rumours of a new MacBook Air form factor
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Alex and Elliot discuss: * A roundup of legal tech investments in 2022 including their thoughts on the trends for 2023 * Microsoft’s potential integration of ChatGPT into Outlook and Word, and what this would mean for the legal industry * Why Elliot is hanging out for the rumoured-to-be-upcoming 15.5 inch M2 MacBook Air LINKS 2022 legal tech invest…
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For Co-ops: How To Distribute Proprietary Lease Changes
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Andrew Brucker, partner, Armstrong Teasdale, is interviewed by Habitat Magazine’s Carol Ott. Board lessons to learn: For minor changes. If it’s just an amendment, send out a short one- or two-page replication of what was changed, and say, “Please staple this to your proprietary lease.” You have to do this because if you ever end up taking a shareho…
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It's the start of the year and time for a new round of legal tech predictions! In this episode we discuss a bunch of predictions from Gartner, including what we do and don't agree with, and why. Here's a sneak peak of the issues covered: * Big growth in the proportion of funding spent on legal tech * Replacing lawyers with non-lawyers * Ever increa…
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Moshe Bobker, partner, Tane Waterman & Wurtzel, is interviewed by Habitat magazine’s Paula Chin. Board lessons to learn: -The backstory. An elderly shareholder was causing safety and nuisance issues with her hoarding, and neighbors were complaining about odors and infestation. The board tried to resolve the issue by having the super help her clear …
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How the Right of First Refusal Works In A Condo
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Ingrid Manevitz, a partner at Seyfarth Shaw, is interviewed by Habitat Magazine's Carol Ott. What it is. Typically in many condominium buildings, the right of first refusal works like this: when a unit-owner goes to sell or lease their unit they provide a copy of the fully executed lease or fully executed contract of sale to the board, usually by c…
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Steven Sladkus, partner, Schwartz Sladkus Reich Greenberg Atlas, is interviewed by Habitat Magazine's Carol Ott. Board lessons to learn: Get involved. If there are complaints being made by neighbors, the board has a fiduciary duty to all shareholders to make sure they can peaceably enjoy their apartments. So when a dog is barking and it's bothering…
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Becoming a legal ops professional with Carl Morrison
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51:02
Carl Morrison is the Director of Legal Operations at MGM Resorts International, based in Las Vegas. He began his legal career as a paralegal, working primarily in litigation support and legal project management. He progressed to management roles in which he lead teams of paralegals to efficiently deliver complex discovery and document review initia…
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Designing a modern legal tech stack with Nam Truong
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Nam Truong is the head of Digital and Innovation at Law Squared, an innovative and young law firm based in Melbourne, Australia. Nam is relatively new to the legal industry, having spent a number of years working with digital products in the financial services industry. This non-legal background, combined with the blank canvas of Law Squared's exis…
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Investing in legal tech with Zach Posner
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Zach Posner is a co-founder and managing partner of The Legal Tech Fund, an investment fund which focuses exclusively on early stage legal tech start ups. He is an accomplished entrepreneur himself, having started and sold three companies in a variety of industries. In a wide ranging and fascinating conversation, we covered many aspects of the lega…
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Talking Tech: Malbek CLM with Matt Patel
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In this Talking Tech episode Alex and Elliot speak with Matt Patel, co-founder and COO of Malbek. Malbek provides provides contract review and management software solutions to companies across the globe. LINKS Malbek website: https://www.malbek.io/ Matt Patel on LinkedIn: https://www.linkedin.com/in/matt-patel-36680a9…
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Standardizing the legal industry with Electra Japonas
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Electra Japonas is the founder and CEO of The Law Boutique, a legal optimisation consultancy which aims to turn law departments into commercial enablers by supercharging their business through legal design. Electra and TLB are on a mission to drive efficiency through standardization. Their first two contract standardization projects, OneNDA and One…
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The Pulse: money pouring into legal tech, switching legal tech vendors, Google's move into e-signature and a recent big capital raise
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Alex and Elliot chat about: * Why are investors pouring money into legal technology? * Is it getting easier to switch legal tech vendors? * Google's move into e-signature and what it means for other markets * AirSlate's recent $51.5m capital raise * Why Alex isn't wearing his Apple Watch any more (most of the time) Thanks to HBR Consulting for spon…
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Talking Tech: HBR Consulting with Kevin Clem and Lauren Chung
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In this Talking Tech episode Alex and Elliot speak with Kevin Clem and Lauren Chung from HBR Consulting. HBR is one of the world's largest legal operations consulting firms, headquartered in Chicago with operations throughout the USA, Canada and the UK. In addition to consulting on all aspects of legal operations, technology and strategy, HBR condu…
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Legal Design with Meera Klemola and Astrid Kohlmeier
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Meera Klemola and Astrid Kohlmeier are legal design pioneers. They are both teachers, speakers and writers, specialising in the application of design principles to legal services delivery. Both have consulted on this topic to the world's largest law firms and in-house teams. For this episode we sat down with Meera and Astrid to discuss their book, …
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The Pulse: lawyers abandoning MS Word, legal tech capital raisings and the M2 MacBook Air
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Alex and Elliot chat about: * A recent survey suggesting lawyers are (possibly) moving away from MS Word * Recent capital raisings by Evisort, SirionLabs and Dilitrust * The M2 MacBook Air and what's to like (and not like) about it LINKS Lawyers moving away from MS Word: https://www.artificiallawyer.com/2022/05/25/are-some-inhouse-lawyers-falling-o…
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Talking Tech: Hyperion legal business advisory with Eyal Iffergan
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53:38
Alex and Elliot interview Eyal Iffergan, Managing Director, Legal Business Advisory at Hyperion Global Partners. Hyperion provides legal operations consultancy services to legal teams across the world. In this episode, Eyal, Alex and Elliot discuss technology roadmaps and data analytics, including: * What a technology roadmap is, why it's important…
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The Global Institute is the Corporate Legal Operations Consortium's flagship conference, which is held annually in Las Vegas, USA. The event was most recently held in May 2022 and attracted around 2,500 attendees from the legal operations ecosystem globally. In this episode we transport you to the conference via the many recordings we made at the e…
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The Pulse: the road to CLOC 2022, legal tech capital raisings and ServiceNow expands its reach into legal
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Alex and Elliot chat about: * The (literal) road to the 2022 CLOC Global Institute * Legal tech capital raisings by LinkSquares, Filevine and Athennian * ServiceNow expanding further into the legal market This episode would not be possible without the support of HBR Consulting. If you're attending CGI2022, make sure to visit their booth. You can fi…
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Productivity tips for legal professionals
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1:07:35
Want the best productivity tips from your peers in the legal industry? This is the episode for you! Recently we asked our followers on LinkedIn to post their best productivity tips. This comprises the philosophies, tools and other awesome stuff that they just can't live without. And we got a great response! In this episode Alex and Elliot go throug…
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Talking Tech: Hyperion market research with Catherine Moynihan
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In this Talking Tech episode Alex and Elliot interview Catherine Moynihan, Senior Director, Strategic Intelligence and Advisory at Hyperion Global Partners. Hyperion provides legal operations consultancy services to legal teams across the world. In addition, their core business historically was the development of in-depth and high-quality research …
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The Pulse: focus mode, contracts as APIs, automated time-based billing, predicting litigation outcomes and KYC for law firms
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Alex and Elliot chat about: * How Alex uses the iOS focus mode to control notifications * A bunch of legal tech capital raisings... * Time by Ping and Zero Systems: automated time-based billing * Common Paper: contracts as APIs * Ex Parte: predicting litigation outcomes * Thirdfort: AML / KYC compliance for law firms LINKS Time by Ping: https://www…
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