LawNext
LawNext is a weekly podcast hosted by Bob Ambrogi, who is internationally known for his writing and speaking on legal technology and innovation. Each week, Bob interviews the innovators and entrepreneurs who are driving what’s next in the legal industry. From legal technology startups to new law firm business models to enhancing access to justice, Bob and his guests explore the future of law and legal practice.
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LawNext on Location: Visiting Everlaw’s Headquarters For A Conversation with AJ Shankar, Founder and CEO
03/19/2026
LawNext on Location: Visiting Everlaw’s Headquarters For A Conversation with AJ Shankar, Founder and CEO
For the final installment of our LawNext on Location series, Bob heads across the bay, from San Francisco to Oakland, to the headquarters of e-discovery company Everlaw, where he sits down with founder and CEO AJ Shankar for a conversation about technology, AI and being in it for the long game. AJ grew up in Connecticut, came west in 2002 for a computer science PhD at UC Berkeley, and has lived within a few blocks of the Berkeley campus ever since. He stumbled into the legal industry almost by accident — recruited to serve as a technical expert in litigation involving how the internet worked — and quickly realized that the legal world was home to some of the most technically fascinating and underserved problems he'd ever encountered. He never left. AJ had a prior startup, a computer vision company that was acquired, before launching Everlaw in 2011. The company was cloud-native and ML-infused from the start, built on the conviction, AJ says, that there's no single way to find the needle in a discovery haystack, and that building a genuinely useful litigation platform requires solving for collaboration, ease of use and scalability all at once. The bulk of the conversation focuses on generative AI, and how Everlaw has approached it differently than much of the market. Rather than bolting on a chatbot, AJ says, Everlaw embedded AI deliberately throughout the platform — document summarization, coding suggestions, deposition analysis, fact extraction — always grounding responses in the actual documents at hand and citing sources so users can verify the work. The December launch of Deep Dive, which lets litigators pose a question and get a synthesized, cited answer drawn from an entire document corpus in about a minute, is the feature AJ calls a "new era" for discovery — one he genuinely believes represents a categorical shift. As Everlaw continues to grow, it also remains independent, with no private equity and no outside majority owners. As for AJ, he says he is in it for the long game, and has never included an exit slide in a fundraising deck. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Chapters 00:00 Introduction and Setting the Scene 03:23 The Journey to Founding Everlaw 08:36 The Evolution of Everlaw's Technology 11:06 Incorporating Generative AI into Legal Processes 14:04 Deep Dive: A New Era in Discovery 19:17 Transformative Experiences in Legal Discovery 22:27 Previewing Innovations at Legal Week 25:03 Understanding AI's Limitations in Legal Contexts 28:11 Navigating Hype in Legal Technology 30:47 The Impact of Foundation Models on Legal Software 34:36 Future Vision for Everlaw and Legal Tech 38:13 Closing Thoughts and Company Philosophy If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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LawNext on Location: At A Sonoma Winery, A Conversation with Briefpoint CEO Nathan Walter about Discovery, Disruption and, Of Course, Wine
03/05/2026
LawNext on Location: At A Sonoma Winery, A Conversation with Briefpoint CEO Nathan Walter about Discovery, Disruption and, Of Course, Wine
Continuing his on-location interview tour of San Francisco, Bob heads an hour north to Santa Rosa to sit down with Nathan Walter, cofounder and CEO of Briefpoint, over a bottle of red wine at Paradise Ridge Winery, a spot literally around the corner from Nathan's house, sitting on the edge of the Mayacamas Mountain Range that divides Sonoma and Napa counties. It is a fitting setting for a founder who grew up in Sonoma wine country, where wine is less a luxury than a way of life, and where his family's most treasured heirloom was a bottle from the year he was born. Nathan's path to founding Briefpoint is an origin story rooted in genuine frustration with the legal system. A U.C. Santa Barbara philosophy major who drifted into law school for lack of better options, he ultimately landed in civil litigation – and grew increasingly disillusioned with how discovery was weaponized to bleed defendants dry financially, even when they had done nothing wrong. After a particularly infuriating mediation where opposing counsel openly admitted the shakedown strategy, Nathan decided to do something about it. He taught himself to code from YouTube videos, built vaporware prototypes, cold-called attorneys to test demand, and eventually found his technical cofounder through a Discord gaming community he had created to build a social life after moving to Orange County. What followed was a years-long grind – including an 18-month stretch working days as an entry-level sales rep at another legal tech company and nights building Briefpoint, until a close acquaintance invested $100,000 of her own money so he could focus full time. Briefpoint launched in June 2022, before the ChatGPT wave, focusing narrowly on automating discovery responses – drafting objections, pulling relevant documents and generating formatted Word documents ready to sign. Nathan talks about the company's deliberate "go deep, not wide" strategy: rather than expanding into motions or other legal workflows to chase the AI hype cycle, Briefpoint is doubling down on doing discovery so exceptionally well that firms will pay for it alongside broader AI platforms, the way teams use Slack alongside the full Microsoft suite. The conversation also covers the threat to legal tech companies posed by foundation models such as Claude and GPT, the psychology behind why attorneys are resistant to automation (Nathan has a theory about "superstitious control" and lucky jerseys), the parallels between winemaking and product development, and the advice he'd give an aspiring founder: burn the ships, go full time and put yourself in a corner with no way out but forward. As for what varietal Briefpoint would be? A Russian River Pinot Noir – not a life-changing Cab, but reliably excellent at exactly what it promises. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , March 9-12, North Javits Center, New York City. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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LawNext on Location: The View from Tiburon – A Conversation with Pablo Arredondo, Casetext Cofounder
02/24/2026
LawNext on Location: The View from Tiburon – A Conversation with Pablo Arredondo, Casetext Cofounder
As Bob continues his LawNext on Location series – all recorded live in the San Francisco area at locations of each guest’s choosing – he sits down with Pablo Arredondo at his home in Tiburon, a quaint Marin County town with a history stretching from Mexican land grants to naval outposts to a southern railway terminus. From Pablo’s home office, the view looks out over Richardson Bay towards Sausalito and, if you look carefully, the Golden Gate Bridge can be seen in the distance. It is a setting that is entirely fitting for a conversation with someone who helped shape one of the more remarkable journeys in the annals of legal technology. Pablo was cofounder of Casetext, the once-scrappy startup that spent a decade iterating, pivoting and persisting before striking gold with CoCounsel, the first GPT-4-powered AI legal assistant, unveiled on the nationally televised Morning Joe show on March 1, 2023. Just four months later, Thomson Reuters acquired Casetext for $650 million in cash. Now, 2.5 years later, Pablo recently left TR, where he is, as he puts it, building a Lego Death Star with his daughter and finally paying attention to his well-being after 16 years of nonstop pursuit. In this wide-ranging conversation, Pablo reflects on the long road to CoCounsel – from a failed crowdsourcing experiment to CARA's brief analysis tool to the pivotal moment when Casetext signed a $20,000 innovation license with OpenAI and got early access to GPT-4, 10 weeks before ChatGPT's public launch. He describes the surreal experience of those first 48 hours after CoCounsel's debut, when he and cofounder Jake Heller identified 74 distinct legal use cases the tool could handle – any one of which, he says, "would have been a company in the old world." Pablo and Bob also dig into the bigger questions surrounding legal AI, including whether the field is advancing as fast as he expected; what the foundation models from Anthropic, OpenAI and Google mean for legal-specific AI companies such as Harvey; and why he believes reasoning models and agentic AI represent the next genuinely profound leap beyond GPT-4. Pablo also candidly reflects on the TR acquisition and his work while at TR, and he offers hints on what may lie ahead for him – at least once that Death Star model is done. It is a conversation that is part memoir, part technology seminar and part meditation on what it means to have built something that changed a profession – and his life – all recorded with a sweeping, albeit cloudy, view of the majesty of San Francisco Bay. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , March 9-12, North Javits Center, New York City. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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LawNext on Location: Lunch with Alex Su of Latitude Legal In Alameda, Calif.
02/18/2026
LawNext on Location: Lunch with Alex Su of Latitude Legal In Alameda, Calif.
This episode is recorded live, and is best enjoyed on YouTube. . While Bob is visiting San Francisco for two weeks, he is sitting down for conversations with legal tech innovators and entrepreneurs “in their natural habitats” – places in the Bay Area they consider special. Today, in the first in this series, Bob sits down for lunch with , chief revenue officer at , over Thai iced tea and tofu dishes at Phnom Penh House, a Cambodian restaurant in Alameda that Alex considers something of a personal institution, frequenting it for both family meals and business meetings. Alex's career path is anything but linear. He started as an associate at Sullivan & Cromwell in New York, clerked for a federal judge in Chicago, then drifted through a plaintiff's firm, a brief solo practice, and ultimately a leap of faith into legal tech sales – joining e-discovery company Logikcull in 2016. From there, he moved to Everlaw, then to Ironclad, where he served as head of community development, building a reputation that spread well beyond any job title. That reputation was shaped in large part by TikTok, where Alex's comedic, self-effacing videos skewering law firm culture – partners, associates, privilege logs and the absurdities of BigLaw – earned him , got shared inside Ironclad's internal Slack, and ultimately helped land him his next job. It's a story of accidental virality and deliberate reinvention that mirrors the broader shifts he sees in the legal profession. Now at Latitude Legal, an ALSP providing on-demand legal talent to law firms and corporate legal departments, Alex represents a kind of poetic symmetry: a lawyer known for championing "alternative careers" working at an "alternative legal services provider" — a label he thinks has outlived its usefulness, given how mainstream flexible legal talent has become. Bob and Alex also dig into the current state of legal AI – what's overhyped, what's underhyped, and why the pandemic was arguably a bigger inflection point for legal tech adoption than generative AI. Plus, Alex and Bob reflect on Bob’s three decades of covering legal innovation, the stubborn persistence of the billable hour, and why the justice gap remains stubbornly wide despite all the talk of disruption. It is a wide-ranging and candid conversation – one you may want to watch on video instead of just listening to the audio. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , March 9-12, North Javits Center, New York City. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts. Chapters 00:00 Intro to Today's Lunch: A Special In-Person Series 04:45 Career Transitions: From Law to Legal Tech 23:27 Going Viral: The TikTok Journey 25:10 Balancing Humor and Professional Identity 26:54 Redefining Career Paths for Lawyers 28:39 The Evolution of Legal Careers 30:35 Innovation in Legal Practice 34:07 The Impact of the Pandemic on Legal Technology 34:28 The Future of Legal Technology and AI 38:10 Navigating Uncertainty in Legal Services 40:18 The Ongoing Relevance of Traditional Legal Models 42:11 Personal Reflections and Future Outlook
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From Customer to Acquirer: Filevine's Ryan Anderson and Pincites' Sona Sulakian on Building AI Contract Intelligence
01/28/2026
From Customer to Acquirer: Filevine's Ryan Anderson and Pincites' Sona Sulakian on Building AI Contract Intelligence
In this episode of LawNext, we talk with Ryan Anderson, co-founder and CEO of Filevine, and Sona Sulakian, former CEO and co-founder of Pincites, about Filevine's acquisition of the AI-powered contract redlining company. The deal, which closed in December, marks Filevine's second major AI acquisition of the year. Even more notably for this traditionally litigation-focused company, it represents a significant strategic expansion into the corporate and transactional legal market — a segment where Filevine saw 120% growth in 2025. What makes this acquisition particularly compelling is its origin story: Filevine was actually a customer of Pincites before acquiring the company. After Filevine's legal team became early adopters and enthusiastic users of the product, Anderson and his team recognized that Pincites' Word-native contract intelligence platform filled a critical gap in their offerings. The acquisition brings aboard sister co-founders Sona and Mariam Sulakian and their team, who will continue developing what Filevine now calls "LOIS for Word" — a drafting and redlining tool integrated directly into Microsoft Word. Along with host Bob Ambrogi, they discuss how the Sulakian sisters identified the market gap that led them to build Pincites, why they chose to build directly into Word rather than create a standalone platform, and what attracted them to Filevine among multiple suitors. Anderson shares his vision for building a comprehensive Legal Operating Intelligence System (LOIS) that connects contracts, depositions and all legal work into a single unified platform. They also explore the broader implications of AI for legal practice and access to justice, and how tools like Pincites and Filevine are transforming the way legal work gets done. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , March 9-12, North Javits Center, New York City. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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From Roommates to Billionaires: Harvey's Founders Gabriel Pereyra and Winston Weinberg on Building AI Infrastructure for Law
01/20/2026
From Roommates to Billionaires: Harvey's Founders Gabriel Pereyra and Winston Weinberg on Building AI Infrastructure for Law
Gabriel Pereyra and Winston Weinberg started legal AI company Harvey in 2022 as roommates in a San Francisco apartment. Pereyra had been working on AI research at Meta and Google, while Weinberg was a first-year litigation associate at O'Melveny & Myers. Today, they still share that same apartment, but their company has grown into a global enterprise serving more than 1,000 law firms and corporate legal departments and valued at a whopping $8 billion. In this episode of LawNext, Pereyra and Weinberg take us back to Harvey's earliest days, when they were sending thousands of LinkedIn messages trying to get anyone to look at their product. They share the pivotal moment when early access to GPT-4 transformed what they could build, the breakthrough that came when Allen & Overy became their first major client, and how they have evolved from building an AI assistant for individual lawyers to constructing what they call "essential infrastructure" for legal work. With host Bob Ambrogi, they discuss Harvey's vision for becoming an AI operating system that integrates across the entire legal tech ecosystem, their focus on memory and agentic AI that can handle complex multi-step workflows, and the massive infrastructure challenges of deploying AI at scale across global law firms while maintaining ethical walls and data security. Pereyra and Weinberg also reflect candidly on how two founders with no management experience have learned to scale a company now employing hundreds of people — more than 20 percent of whom are lawyers — and what it is like to go from struggling startup to being featured in The New York Times as AI billionaires while still sleeping on a mattress on the floor. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Clio Doubleheader: CMO Reagan Attle and VP of Payments A.J. Axelrod
01/14/2026
Clio Doubleheader: CMO Reagan Attle and VP of Payments A.J. Axelrod
In the last in a series of interviews recorded during the ClioCon conference in Boston in October 2025, we bring you a doubleheader – two interviews with two of the legal tech company’s key executives. In the first, LawNext host Bob Ambrogi speaks with , chief marketing officer at Clio since 2017. In a year in which Clio made the biggest acquisition in legal tech history with its $1 billion purchase of vLex, and in which Clio is aiming to dramatically expand its market and its use of AI, what are the challenges and opportunities for the person tasked with leading the company’s global brand and marketing strategy? One thing for sure, Attle says: It makes her job more complex. Listen to the interview to hear Attle’s perspective. In the second interview, Ambrogi sits down with , who joined Clio in November 2024 as vice president of payments and financial services. He fills us in on the two financial products unveiled at ClioCon: Clio Capital, a capital-advance program offering law firms fast access to funds for growth or cash-flow management, and Pay Later, a financing option for law firm clients to pay their legal bills in installments, while the firm gets paid up front. He also talks about what else may be on the horizon for fintech at Clio. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Fastcase Founder Ed Walters On the Implications of Clio’s Acquisition of vLex
01/07/2026
Fastcase Founder Ed Walters On the Implications of Clio’s Acquisition of vLex
The biggest deal of 2025 – in fact, the biggest deal ever in legal tech – was legal tech company . A global legal research company founded in Spain, vLex had, just two years earlier, , and the union of those two companies – which also included the Docket Alarm trove of court docket data – had further accelerated the development of Vincent, vLex’s generative AI technology. Now, with Clio’s acquisition of vLex, comes a combustible combination that has the potential to unify the fuel of all that vLex legal research and docket data with Clio’s cloud practice management technology to create an unprecedented, AI-driven platform that unifies both the business and practice of law. Against this backdrop, I sat down with Ed Walters, the founder and CEO of Fastcase, during ClioCon in October, to discuss the acquisition and its implications for the legal industry. Walters cofounded Fastcase in 1999 along with his former Covington & Burling colleague Phil Rosenthal. After Fastcase merged with vLex, he became vLex’s chief strategy officer. Since the Clio acquisition, he is now Clio’s vice president of legal innovation and strategy. Note: As of this recording, Clio had not yet closed its acquisition of vLex. The deal . Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Inside Clio's AI-Driven Transformation: CPO John Foreman and CTO Jonathan Watson
12/10/2025
Inside Clio's AI-Driven Transformation: CPO John Foreman and CTO Jonathan Watson
For legal technology company Clio, this was a particularly significant year, marked by major announcements – including its $1 billion acquisition of vLex – that many saw as transformative for the company. This was on full display at the company’s ClioCon conference in October, where CEO Jack Newton gave a keynote laying out the company’s vision for a in which Clio becomes an “intelligent legal work platform” that serves not as a system of record, but as a system of action, powering lawyers through their workdays by automating much of what they do. In today's episode, recorded live at ClioCon, host Bob Ambrogi sits down with the two key executives leading Clio's product and technology vision: , who in May, bringing experience from major SaaS companies including MailChimp and Podium, and , the chief technology officer who's been with Clio for eight years. They explore the company's ambitious vision to develop AI and expand into larger law firms, discuss how vertical software creates advantages for AI implementation, and explain why understanding the complete client journey enables more powerful automation. Foreman and Watson share insights on moving beyond simple chatbots to AI that can actually take action, the challenges and opportunities of expanding into the enterprise market, and what's next as they work to "finish drawing the owl.” “We've started to draw the owl for folks,” Foreman says, “and we're going to finish drawing the owl, and it's going to be a beautiful owl.” Note: As of this recording, Clio had not yet closed its acquisition of vLex. The deal . Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Reimagining Litigation Workflows through AI: A Panel Recorded Live at the Everlaw Summit
12/01/2025
Reimagining Litigation Workflows through AI: A Panel Recorded Live at the Everlaw Summit
As new tools using generative AI promise to change the way we litigate and conduct discovery, what are the implications for day-to-day litigation workflows? On today’s episode of LawNext, we feature a conversation with three guests about how law firms are navigating the urgency around gen AI adoption while staying grounded in practical realities. LawNext host Bob Ambrogi recorded this conversation at e-discovery company annual Summit in San Francisco, where gen AI was very much the talk of the conference — from new product announcements to candid discussions about how law firms are actually putting these tools to work. His guests are: , senior associate in the labor and employment group at Vorys, Sater, Seymour and Pease. , director of practice technology at Vorys. , Everlaw’s chief marketing officer. They talk about how Vorys has taken a disciplined approach to mapping lawyers’ workflows before plugging in AI, why understanding how your professionals currently work is the essential first step before adopting new technology, and how tools like Everlaw's newly released Deep Dive are helping attorneys find insights across millions of documents that they might never have discovered on their own – including, as you will hear, a rather unexpected story involving Tums. They also discuss the cost considerations around AI, the trust factor that still gives many lawyers pause, and what advice these experts have for firms that have not yet started experimenting with gen AI. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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The Neuroanalytics Of Using Legal Tech: Clio’s Joshua Lenon On A First-of-its-Kind Cognitive Study
11/11/2025
The Neuroanalytics Of Using Legal Tech: Clio’s Joshua Lenon On A First-of-its-Kind Cognitive Study
Legal technology company Clio recently released the 10th edition of its , its annual analysis of data and survey responses on legal practice and emerging trends, and this year’s report ventured into new territory. For the first time, the report included a neuroanalytics study of legal professionals, analyzing electrical brain activity in legal professionals as they performed various work-related tasks, in order to paint a picture of their emotional strain and mental focus as they worked. For an in-depth look at this year’s Legal Trends Report, its principal author, , lawyer in residence at Clio, sits down with LawNext host Bob Ambrogi for a conversation recorded live at the 13th annual ClioCon, Clio’s annual conference, which was held this year in Boston. They discuss the results of this first-ever cognitive study, as well as the report’s other key findings, including what it shows about: AI adoption and its relationship to law firm growth. Clients’ expectations around lawyers’ use of AI. How potential clients find lawyers. The correlation between technology adoption and long-term success. With Clio since 2012, Lenon is an attorney admitted to practice in New York who has focused much of his career on helping lawyers understand the benefits and risks of technology adoption within their practices. At Clio, he leads the development of the Legal Trends Report and contributes to legal scholarship and advancement, often speaking on law firm modernization, technology adoption, legal ethics and access to justice. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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As SimpleDocs Acquires Law Insider, Founder Preston Clark Shares the Strategic Vision
11/05/2025
As SimpleDocs Acquires Law Insider, Founder Preston Clark Shares the Strategic Vision
If content is the raw material of generative AI, it only makes sense that an AI-driven contract automation platform would want to acquire the world’s largest database of contracts and clauses. That is e when , a company with an AI contract drafting, redlining and review platform, acquired , which claims to be home to 5 million contracts and 20 million clauses spanning more than 50 languages. One aspect of this acquisition that makes it particularly interesting is that both companies were founded by the same person – and that person, , is our guest today. In that sense, you might say this isn't a typical acquisition story, but more the deliberate convergence of two complementary businesses that were built separately over more than a decade, each with its own DNA, but always with an eye toward this eventual combination. In an AI market increasingly criticized for being "just GPT wrappers," Clark and his team are betting that workflow-specific tools powered by real contract data will deliver the precision and ROI that legal departments and law firms are demanding. In our conversation, Clark walks us through the strategic thinking behind this acquisition and how this combined entity plans to differentiate itself in an increasingly crowded legal AI market. He also shares his vision for the future – one that extends beyond contract drafting and review into adjacent workflows that could reshape how legal teams interact with contracts altogether. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Clio CEO Jack Newton on Its New ‘Intelligent Legal Work Platform’ and A New Era Of AI-Driven Legal Work
10/28/2025
Clio CEO Jack Newton on Its New ‘Intelligent Legal Work Platform’ and A New Era Of AI-Driven Legal Work
Last week brought the 13th annual ClioCon — the annual conference of legal technology company Clio — to Boston, Mass., where cofounder and CEO Jack Newton gave a keynote in which he laid out the company’s vision for a new era of AI-driven legal work. That new era is one in which Clio becomes an “intelligent legal work platform” that serves not as a system of record, but as a system of action, powering lawyers through their workdays by automating much of what they do. Many had wondered what Newton’s keynote would bring, coming on the heels of the company’s $1 billion acquisition of legal research and AI company vLex, the largest deal ever in legal tech. Newton did not disappoint, announcing a slew of new products and features, ambitious plans to integrate AI throughout Clio’s products, and formal expansion into the enterprise legal market with a new division and a new platform. It was a keynote that left some people thrilled, others shell-shocked. Perhaps most striking was that so much of what he outlined was not off in the future, but here today. The next day, LawNext host Bob Ambrogi sat down live with Newton for this interview in which they recapped much of what Newton covered in his keynote and discussed what lies ahead for the company and its leader. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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How AI Is Helping Legal Aid Serve 50% More Clients: Thomson Reuters’ AI for Justice Program One Year In
10/15/2025
How AI Is Helping Legal Aid Serve 50% More Clients: Thomson Reuters’ AI for Justice Program One Year In
In the United States, over 90% of civil legal needs go unrepresented – a staggering justice gap that leaves millions of people facing eviction, domestic violence, wrongful conviction and other urgent legal crises without access to an attorney. For these individuals, the difference between getting legal help or going without can literally be the difference between safety and harm, between keeping a home and losing everything. One year ago, Thomson Reuters launched its program to help address this crisis by providing legal aid organizations with access to CoCounsel, its professional-grade AI legal assistant, along with specialized training and support. The results have been significant: attorneys are saving up to 15 hours per week, organizations are serving as many as 50% more clients daily, and urgent case materials are being prepared up to 75% faster. But more importantly, these efficiency gains are translating into real-world impact – domestic violence victims receiving protection orders more quickly, wrongfully evicted tenants getting back into their homes before their possessions are destroyed, and innocent people in prison having their exoneration petitions filed years sooner. In this episode of LawNext, host Bob Ambrogi talks with two people at the forefront of this initiative: is head of innovation for legal at Thomson Reuters and has been championing access to justice through technology since her days at Casetext, where she was a cofounder. is executive director of the , a small organization of 45 staff members serving over 9,000 people a year in one of California's largest counties. Together, they share powerful stories of how AI is enabling legal aid lawyers to be more efficient and more effective in doing what they came to this work to do – fighting for their clients. They discuss the three pillars of the AI for Justice program – access, support and scale – and how Thomson Reuters is working to create a blueprint that can be replicated across the legal aid community. They also tackle the challenges that remain, from overcoming fear and skepticism about AI to reaching a highly disaggregated network of small, resource-strapped organizations. And they explore the bigger question: Can AI actually help close the justice gap, or are we just nibbling at the edges of an ever-growing problem? Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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From Client Experience to Client Intelligence: Case Status CEO Andy Seavers On Becoming A ‘Future Firm’
10/08/2025
From Client Experience to Client Intelligence: Case Status CEO Andy Seavers On Becoming A ‘Future Firm’
Recently, the legal technology company held its inaugural in Charleston, S.C., a conference devoted to exploring how AI, data and ethical practices can enable law firms to deliver a better experience for their clients.In an opening keynote at the conference, , the cofounder and CEO of Case Status, unveiled several new products, including, most notably, Client Intelligence, an AI-driven platform that the company says represents a significant shift for law firms from reactive client management to predictive client engagement. Shortly after Seavers delivered that keynote, LawNext host Bob Ambrogi, who attended the conference, sat down with him for this interview to learn more about the company and its latest announcements. When Case Status first launched, it was often described as the Dominos pizza tracker for law, insofar as it enabled clients to easily keep track of the status of their case. As you’ll hear from Seavers in today’s interview, it has expanded significantly since then, into a full client experience and client intelligence platform. Also in today’s interview, Seavers discusses his just-published a book, Future Firm, Fossil Firm, in which he lays out a blueprint for how law firms can evolve. He discusses his vision of a “future firm,” and why he believes that leadership posture, operational systems, and client experience are now the defining factors of firm success. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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An AI Arbitrator? The Latest Innovations from the American Arbitration Association, with CEO Bridget McCormack and CTO Diana Didia
09/30/2025
An AI Arbitrator? The Latest Innovations from the American Arbitration Association, with CEO Bridget McCormack and CTO Diana Didia
Nearly , we discussed the innovation initiatives – and specifically its embrace of generative AI – with , who became its president and CEO in 2023 after having been chief justice of the Michigan Supreme Court, and , its chief information and innovation officer. On today’s episode, McCormack and Didia – now executive vice president and chief technology and innovation officer – return for an update on innovation at the AAA. In that prior podcast, McCormack and Didia spoke extensively about the AAA's innovation culture and their early experiments with gen AI. At the time, McCormack said that anyone who thinks they know where gen AI is going, even next week, is fooling themselves. While that may still be true, the AAA has certainly made some bold moves in that direction. Most notably, just a few days before we recorded this episode, the AAA announced something unprecedented in the dispute resolution world – that it is launching in November. This is not just another AI tool to assist lawyers or arbitrators. This is an AI system that will evaluate case merits, generate recommendations, and prepare draft awards — with human arbitrators validating and signing off on final decisions before they are issued. In today’s conversation with host Bob Ambrogi, McCormack and Didia dive deep into how this AI arbitrator works, what it means for the future of dispute resolution, and how it fits into the AAA's broader innovation strategy as the organization approaches its 100th anniversary next year. They also explore the cultural transformation within the AAA that has enabled these technological advances and what is coming next in their AI-native vision for dispute resolution. Related episodes: . . . Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Justice Workers: Reimagining Access to Justice as Democracy Work, with Rebecca Sandefur and Matthew Burnett
09/22/2025
Justice Workers: Reimagining Access to Justice as Democracy Work, with Rebecca Sandefur and Matthew Burnett
With as many as 120 million legal problems going unresolved in America each year, traditional lawyer-centered approaches to access to justice have consistently failed to meet the scale of need. But what if the solution is not just about providing more legal services — what if it lies in fundamentally rethinking who can provide legal help? In today’s episode, host Bob Ambrogi is joined by two of the nation’s leading researchers on access to justice: , professor and director of the Sanford School of Social and Family Dynamics at Arizona State University and a faculty fellow at the American Bar Foundation, and , director of research and programs for the Access to Justice Research Initiative at the American Bar Foundation and an adjunct professor of law at Georgetown University Law Center. They argue that the access to justice crisis is actually a crisis of democracy. As cofounders of , they have been pioneering research on "justice workers" — community members trained to help their neighbors navigate legal issues. Their recent article in the South Carolina Law Review, “,” makes a provocative case: When people cannot access their own law, democracy itself fails. They present compelling evidence from Alaska, where nearly 200 community justice workers now serve over 40 rural communities, achieving a 1-to-25 return on investment while dramatically expanding legal aid's reach. In today’s conversation, Sandefur and Burnett discuss the mounting evidence for justice worker effectiveness, including research from the U.K. demonstrating that trained non-lawyers often outperform attorneys on specialized tasks. They also discuss recent breakthroughs — including unprecedented support from both the Conference of Chief Justices and the American Bar Association — and examine what obstacles remain. Sandefur and Burnett challenge the legal profession's monopoly on law, arguing that regulatory capture has estranged Americans from their own justice system. They envision justice workers as agents of democratization, expanding not just who can access legal help, but who can participate meaningfully in working democracy. Related episodes: . . . Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Leading Product Transformation Amid Company Transformation: 8am’s New Chief Product Officer Leslie Witt
09/16/2025
Leading Product Transformation Amid Company Transformation: 8am’s New Chief Product Officer Leslie Witt
As took to the stage Sept. 3 to at Kaleidoscope, inaugural customer conference, it was the culmination of a whirlwind summer. It had been just four months since she had joined the company formerly known as AffiniPay as chief product officer, responsible for leading product transformation and strategy for established legal tech brands LawPay, MyCase, CASEpeer and Docketwise. In the intervening 16 weeks, the company had and finalized details of its first major conference. Now, two weeks after the rebrand and as the conference got underway, Witt stood before the keynote audience detailing the company’s newest product initiatives, including its upcoming launch of its generative AI-driven 8AM IQ. Not long after Witt wrapped up her keynote, LawNext host Bob Ambrogi sat down with her live for this extended conversation. They spoke at the Kaleidoscope venue in Austin in a recording studio provided by 8am, where they discussed her background and career, her reasons for joining 8am, and the product announcements she had made earlier that day. Those announcements included the beta launch of an AI “Chat with Cases” feature that allows lawyers to ask questions of and search their case files, the integration of three core 8am products — LawPay, MyCase and SmartSpend — on a single technology platform, and more. Before joining 8am in May, Witt had more than two decades of experience in leading product teams. Most recently, she had served as the chief product and design officer at the mental health and wellness technology company Headspace. She previously held senior positions at Intuit, where she led global design, research and innovation initiatives focused on small businesses. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts. Chapters 00:00 Introduction to 8AM and Leslie Witt 01:43 Leslie Witt's Background and Experience 09:53 Brand Transformation from Affinipay to 8AM 15:44 Product Design Philosophy and Customer Engagement 20:22 Platform Integration and New Features 24:57 Future Directions and Industry Impact
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Ep 301: From Law Student Startup Founder to Global CEO: Daniel Lewis's Legal Tech Journey
09/08/2025
Ep 301: From Law Student Startup Founder to Global CEO: Daniel Lewis's Legal Tech Journey
has witnessed legal technology's evolution from multiple vantage points that few others can claim. As a Stanford law student in 2012, he and classmate Nik Reed co-founded the legal research startup Ravel Law with the audacious goal of taking on LexisNexis and Westlaw using machine learning and data analytics – at a time when such challengers were few and far between. Not only was Ravel Law pioneering in its own right, but it also spearheaded and funded the Caselaw Access Project, an ambitious partnership with Harvard Law School’s Library Innovation Lab to digitize and provide free and open access to every official court decision ever published in the United States. After Ravel's , Lewis spent the next five years leading product teams within the legal research giant, including as vice president and general manager of its Practical Guidance and analytics products. This dual perspective – startup founder turned corporate executive – helped shape his understanding of what works and what doesn't when building technology for lawyers. Today, as CEO and global chief executive of , Lewis leads a 600-person company that is tackling contract review with a fundamentally different approach. Rather than relying solely on tech-enabled services or raw AI that can hallucinate legal advice, LegalOn combines large language models with attorney-developed playbooks to help in-house legal teams achieve up to 85% time savings on contract review. The company just raised $50 million, for a total raise of $200 million across multiple funding rounds – which Lewis says makes it the most well-funded AI company focused on in-house contract review – and announced a strategic partnership with OpenAI to develop AI agents for legal workflows. In this wide-ranging conversation, Lewis shares hard-won insights about the realities of legal tech entrepreneurship, from the "deranged" confidence required to challenge industry giants as a law student to the leadership lessons learned managing teams through multiple business transformations. He discusses why the current moment represents the most significant opportunity for legal tech innovation in decades, how AI agents will reshape routine legal work, and what he's learned about building technology that lawyers don't just try once but actually integrate into their daily practices. Related episodes: . . Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 300: Reveal’s CEO and CTO On Its Launch of Gen AI for E-Discovery Review
08/19/2025
Ep 300: Reveal’s CEO and CTO On Its Launch of Gen AI for E-Discovery Review
The e-discovery company recently announced that it will launch its new generative AI-powered document review platform, called “aji,” in late September. Notably, the company said it is offering full access to the platform at no cost through Dec. 31, in order to enable “the entire legal community to explore and master the next era in GenAI review innovation.” To discuss the launch of aji, today’s episode features Reveal’s founder and CEO Wendell Jisa, together with the company’s chief technology officer, Matthew Brothers-McGrew. This launch, Jisa says, represents the culmination of a deeply personal 30-year journey in legal tech from delivering photocopies in Chicago during blizzards to leading what he believes is one of the most significant technology companies in the legal industry. In their conversation with host Bob Ambrogi, Jisa and Brothers-McGrew make the case that generative AI presents the legal profession with the opportunity to become technology trailblazers rather than laggards. Their goal, they say, is to support the profession by democratizing access to AI across firms of all sizes and types. They also discuss Reveal’s recent launch of Reveal Private Deployment, an initiative to support customers in whatever way they want to deploy Reveal’s software, whether in the cloud, on-premises, or hybrid. At a time when other companies are pushing their customers away from on-premises deployments and into the cloud, Jisa and Brothers-McGrew say this is yet another way in which Reveal is seeking to democratize access by accommodating the interests of all its customers. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 299: Harbor Global CEO Matt Sunderman On Driving Digital Transformation in Legal
08/06/2025
Ep 299: Harbor Global CEO Matt Sunderman On Driving Digital Transformation in Legal
This year’s ILTACON, which starts later this week, marks the second anniversary of , a global expert services company formed through the merger of three long-established legal consulting firms: HBR Consulting, LAC Group, and Wilson Allen, and that formally launched at ILTACON in 2023. The company, which counts among its clients some 80% of the 200 largest global law firms and 50% of the Fortune 500, has been making waves ever since, further expanding its services, making additional acquisitions, and scoring some notable hires to its executive team, all culminating in the news in June that it had received a majority investment from BayPine LP, a private investment firm devoted to driving digital transformation in market-leading businesses. Part of what makes Harbor particularly interesting is that it sits at the intersection of corporate law departments, law firms, and technology providers – helping all three get more value from their partnerships. A key focus of the company’s consulting services has been artificial intelligence and on helping organizations prepare their data and infrastructures to support the use of AI. Our guest today is the CEO of Harbor, , who before the merger was CEO of HBR Consulting and, earlier, president of its advisory services. In their conversation, Matt and host Bob Ambrogi explore Harbor's mission to provide legal departments with end-to-end solutions that span strategy, legal technology, operations, and intelligence. They also discuss the current state of digital transformation in legal – from the opportunities and obstacles around generative AI adoption to the surprising reality that many firms are still only 10 to 40 percent cloud-enabled, and Sunderman offers his perspective on what law firms and corporate legal departments should be doing today to prepare for the next decade. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 298: SpotDraft’s Shashank Bijapur: From Late-Night Due Diligence to Legal Tech Innovation
07/29/2025
Ep 298: SpotDraft’s Shashank Bijapur: From Late-Night Due Diligence to Legal Tech Innovation
What happens when a Harvard-trained corporate lawyer, tired of copying and pasting contract language, starts reading about self-driving cars? In case, it sparked the creation of , a contract lifecycle management company that just raised $54 million in Series B funding and that counts major companies such as Airbnb among its customers. In this episode of LawNext, host Bob Ambrogi sits down with Bijapur, CEO and cofounder of SpotDraft, to explore his journey from White & Case associate to legal tech entrepreneur. It all began with that pivotal New Year's Eve moment – working on due diligence while eating Chinese food and reading about Elon Musk's self-driving cars – that made him realize something fundamental: Cars were driving themselves but lawyers were still stuck copying and pasting contract language. The conversation traces SpotDraft's evolution from its original version as an AI redlining platform to becoming a comprehensive CLM solution. Bijapur shares the hard-won lessons of pivoting when their initial AI approach proved only as accurate as a coin toss, and how co-building with early customers who believed in their vision helped shape the product into what it is today. They also dive deep into how generative AI is transforming contract management, get a preview of SpotDraft's new AI assistant called Sidebar, launching to the public next month, and discuss practical implementation challenges based on insights from SpotDraft's recent survey on AI adoption in legal departments. Looking ahead, they discuss where the CLM market is heading in the age of generative AI. Throughout the discussion, Bijapur reflects on the entrepreneurial journey itself – learning to sell when trained to be demure, developing an appetite for risk after being taught to be risk-averse, and discovering that every startup milestone brings new challenges that require completely different approaches. It's a candid look at both the technical and human sides of building a legal tech company. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 297: CoCounsel’s Next Generation: Emily Colbert and Rawia Ashraf on Agentic AI for Lawyers
07/21/2025
Ep 297: CoCounsel’s Next Generation: Emily Colbert and Rawia Ashraf on Agentic AI for Lawyers
If generative AI was the biggest story in legal tech in 2023 and 2024, agentic AI is proving to be the most talked-about topic of 2025. Spurring this, at least in part, has been of its forthcoming release of a new agentic version of CoCounsel, its AI legal assistant, that will be able to plan, reason and execute complex multi-step workflows for legal professionals. On this episode of LawNext, we will dive deep into this next generation of AI legal assistants with two guests who are at the forefront of this field, leading the development of CoCounsel’s next generation: and . Both joined Thomson Reuters back in 2013 through its acquisition of Practical Law, where they cut their teeth building practice-focused products for lawyers. Now, they are leading the charge on the evolution of CoCounsel into a new generation of agentic workflows, with Colbert overseeing CoCounsel’s litigation portfolio, while Rawia heading up product development for the transactional and corporate side. In today’s conversation, we'll explore how AI is moving beyond simple question-and-answer chatbots to become something more like a smart associate that can chain together multiple tasks, research cases, draft documents, and walk through complex legal workflows step by step. We'll also talk about the challenges of bringing cutting-edge technology to a profession that values precision and trust, learn more about what's coming this summer in CoCounsel’s next major release for legal professionals, and get Colbert’s and Ashraf’s thoughts on how all of this will reshape the practice of law. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?, If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 296: How LexisNexis and Harvey Are Partnering to Reshape Legal AI, with LexisNexis CEO Sean Fitzpatrick
06/30/2025
Ep 296: How LexisNexis and Harvey Are Partnering to Reshape Legal AI, with LexisNexis CEO Sean Fitzpatrick
When legal research giant LexisNexis and legal AI giant Harvey , legal tech commentator “possibly the most important legal tech move in a decade.” On today’s episode of LawNext, we go deep into the partnership and its implications with , CEO of LexisNexis North America, UK & Ireland. Through the partnership, LexisNexis will integrate its primary law content, Shepard's citations, and AI technology directly into Harvey's platform, and the two companies will jointly develop agentic AI workflows. The partnership comes on the heels of Harvey's remarkable Series E funding round, raising $300 million at a $5 billion valuation, in which RELX, LexisNexis's parent company, was a participating investor. So what drove this alliance? In his interview with host Bob Ambrogi, Fitzpatrick reveals it wasn't a boardroom strategy session that sparked this partnership, but rather customer demand from large law firms seeking the combined power of LexisNexis's authoritative legal content and Harvey's AI capabilities. Fitzpatrick talks about what this means for the future of legal AI, how it addresses the persistent challenge of hallucinations in AI-generated legal content, and whether we're witnessing the emergence of a new model for legal tech partnerships. He also shares insights from recent ROI studies showing dramatic productivity gains for both law firms and corporate legal departments using AI tools. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice , Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?, If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 295: How One Mass Tort Firm Uses Supio, the AI Platform for PI Lawyers
06/25/2025
Ep 295: How One Mass Tort Firm Uses Supio, the AI Platform for PI Lawyers
, an AI-driven platform developed specifically for personal injury lawyers, has been generating a lot of buzz. On the heels of reporting record growth last year and raising $25 million in Series A funding in October, last month in a Series B round. But what do the lawyers who use the platform think of it? On today’s LawNext, we hear from one of those lawyers, as well as from the company’s cofounder and CEO. Our guests today are: , managing partner of the personal injury law firm . Schneider was an early adopter of Supio. He and his firm used it to help obtain a $495 million verdict against Abbott Labs in a case involving allegations that cow’s milk-based infant formula caused intestinal inflammation in premature babies. J, the CEO of Supio who cofounded it in 2021 together with his childhood friend and coworker Kyle Lam after having held product management and engineering roles at Microsoft and Avalara. In their conversation with host Bob Ambrogi, Zhou and Schneider talk about the development of Supio, its real-world impact on plaintiffs’ lawyers, and their wish lists for further development of the product. They also share their thoughts on how AI is likely to reshape PI practice more broadly. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 294: A Special Interview with Aderant CEO Chris Cartrett Recorded Live at Its Momentum Global Conference
06/18/2025
Ep 294: A Special Interview with Aderant CEO Chris Cartrett Recorded Live at Its Momentum Global Conference
When was named CEO of legal technology company in 2022, he did so with the mission of aggressively advancing a cloud-first strategy throughout the company’s suite of business and financial software for law firms. Given that Aderant is a nearly 50-year-old company with many customers who still use the on-premises version of its software, that was not an easy mission to fulfill. So three years later, what grade does he give himself in delivering on that mission? That is one of the questions I put to him during a special live LawNext interview. We recorded the interview at Aderant’s user conference in Dallas last month, where Aderant graciously allowed me to use its Studio A recording equipment it had set up at the conference for its own podcast. In a wide-ranging interview, Cartrett talks about his focus on the cloud, generative AI, and customer service, and why he believes all three are so important right now. He also talks about the company’s growth, reflected in the fact that 2024 was a record-breaking year for Aderant and 2025 is on track to be even stronger. We talk about the future of Aderant, the future of law practice, and the likely impact of generative AI, and I ask him how he uses gen AI in his own daily work. Cartrett first came to Aderant in 2014 from Thomson Reuters as senior vice president of strategy and growth and was promoted to executive vice president in 2017 before becoming president in 2021 and CEO in 2022.. A big thanks to Aderant for letting me use its recording studio and for providing me with the final recording. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 293: Litera’s Avaneesh Marwaha: The CEO Who Left Before AI and Returned to Lead Through It
06/04/2025
Ep 293: Litera’s Avaneesh Marwaha: The CEO Who Left Before AI and Returned to Lead Through It
What happens when a CEO steps away from a legal tech company just before the generative AI revolution explodes, then returns two years later amid a landscape that is being dramatically transformed? For Litera’s , that is exactly what happened. As the CEO of Litera from 2016 to 2022, Marwaha led the legal tech company through a remarkable period of expansion and diversification, including growing its global customer base by over 1,500% and its annual revenues by 1200%, and overseeing some 14 acquisitions that transformed the company’s focus from document productivity to a broad range of legal workflows, ranging from transaction management and due diligence to litigation, firm intelligence, and more. Marwaha to become Litera’s chairman, just before the tidal wave of gen AI swept over legal technology, and then, in a surprising move last October, . On today’s LawNext, Marwaha shares how he was drawn to return as the company’s leader by the “perfect storm” of forces reshaping the legal industry of AI adoption, unprecedented legal tech investment, and evolving client expectations. In today’s conversation, Marwaha reveals how AI has fundamentally rewired Litera's internal operations – enabling his 1,000-person company to complete quarters' worth of development work in mere weeks and transforming everything from code generation to meeting management. He also shares his personal AI workflow, including how he uses Microsoft Copilot to review up to 20 meeting transcripts nightly, and explains why he requires every Litera employee to be using AI every day – and why he believes this mandate is reshaping the company's competitive edge. In addition, Marwaha unpacks Litera's strategic shift from acquiring dozens of companies during his first tenure to now favoring internal development – a change driven largely by AI's ability to rapidly accelerate innovation cycle, and he discusses Litera's evolution into what he calls "the experience company" for law firms, and how this transformation reflects broader shifts in legal technology, where success increasingly depends on workflow integration rather than standalone solutions. Marwaha was formerly on this podcast in 2020: . Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 292: AALL President Cornell Winston on Why Law Librarians Should ‘Be Bold’
05/28/2025
Ep 292: AALL President Cornell Winston on Why Law Librarians Should ‘Be Bold’
, president of the , brings a unique perspective to law librarianship, having spent 45 years in libraries across diverse settings — from a hospital library where he started as a student worker; to the former Whittier Law School; to prominent law firms Munger, Tolles & Olson and Orrick, Herrington & Sutcliffe; and, for the last 24 years, as law librarian in the U.S. Attorney's office in Los Angeles. Winston joined host Bob Ambrogi to record this interview just weeks before AALL's annual meeting in Portland, Ore., July 19-22, with the theme "Be Bold." It's a fitting theme for a profession that's undergone dramatic transformation, evolving from traditional book-focused roles to becoming essential gatekeepers and evaluators of legal technology and information. In their conversation, Winston discusses the evolving challenges facing law librarians — from safeguarding disappearing government information to testing AI-driven legal research tools. They explore why he considers it critical for law librarians to have "a seat at the table" in their organizations, the opportunities for newcomers to the profession, and why Winston believes the profession’s future remains bright despite predictions of its demise. Winston also shares insights on AI adoption, the importance of law librarians as strategic partners rather than just support staff, and how the profession continues to prove that while Google may find you a million answers, a librarian will find you the best one. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 291: Serial Legal Entrepreneur Monica Zent on Building the Future of Legal Services
05/22/2025
Ep 291: Serial Legal Entrepreneur Monica Zent on Building the Future of Legal Services
Monica Zent is a true pioneer in legal innovation and entrepreneurship. She is the founder of ZentLaw, an award-winning alternative legal services provider that broke the traditional law firm mold when she founded it in 2002. ZentLaw has since grown into a nationwide legal services provider, serving global brands and major corporations with a unique subscription-based model and flexible talent approach. But Monica's entrepreneurial journey extends well beyond ZentLaw. She's a serial entrepreneur who has founded multiple companies, including early internet startups in the 1990s. She's a patented inventor, legal tech founder, angel investor, and advisor to numerous startups. In fact, Monica describes herself as having a "career portfolio" – she's an entrepreneur who has carved her own path through the legal industry and beyond. Her latest venture is the Law Innovation Agency, a collective that brings together a think tank component, consulting services, and investment connections to help organizations navigate the rapidly changing landscape of legal technology and AI. Throughout her career, Zent has been a strong advocate for innovation, efficiency, and diversity in the legal profession. Her articles on legal innovation, women in technology, entrepreneurship, and leadership have appeared in publications like Inc. Magazine, Bloomberg, Reuters, and the Huffington Post, and she has won numerous awards, including Corporate Counsel’s Women, Influence & Power in the Law Award in the Innovative Leadership category On today’s show, Monica joins host Bob Ambrogi to discuss her entrepreneurial journey and her vision for the future of legal services and legal innovation. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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Ep 290: Turning Legal Spend Into Performance: PERSUIT Founder Jim Delkousis On His Acquisition of Apperio
05/15/2025
Ep 290: Turning Legal Spend Into Performance: PERSUIT Founder Jim Delkousis On His Acquisition of Apperio
On May 5, 2025, , a technology company that specializes in helping corporate legal departments select and manage outside counsel, announced that it had acquired , a spend-management platform for corporate legal, in a move designed to create an end-to-end workflow solution spanning everything from matter intake to invoice payment. “This acquisition accelerates our ability to connect every point in the outside counsel workflow with intelligence,” , cofounder and CEO of PERSUIT, said at the time. “We’re not just managing spend — we’re turning it into performance.” This week on LawNext, Delkousis joins host Bob Ambrogi to share his vision for PERSUIT and why he believes the Apperio acquisition brings “superpowers” that will help propel the company further forward in realizing that vision. The episode was recorded on the day PERSUIT announced the acquisition. Before founding PERSUIT nearly nine years ago, Delkousis had an accomplished career as a litigation attorney, serving as a partner at King & Wood Mallesons in Australia and later helping establish DLA Piper's Middle East practice in Dubai. In the conversation, he will discuss how his experience on the law firm side informed his mission to shift the legal industry from time-based to value-based fee arrangements. He will also talk about the strategic vision behind the Apperio acquisition and how generative AI is accelerating the evolution of legal service delivery. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. , home to the practice management platforms , , and ; the e-payments platform ; and the legal accounting software . , eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). : Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
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