Legal Innovation Spotlight Infodash

In this episode, we sit down with Catherine Bernard and Tim Krzywisseau from Mayer Brown to delve into their contributions to Chapter 13: “Process Improvement and Process Mapping” in Knowledge Management & Innovation - A Manual for Law Firms and Other Legal Services Organizations from Practising Law Institute (PLI)’s Press. They explore the evolution of legal process improvement (LPI) and knowledge management (KM) within the firm, emphasizing the use of design thinking to enhance legal processes. Catherine and Tim also offer insights from their experiences, showcasing practical KM tools that streamline litigation and boost efficiency. Tune in to discover how these innovations are reshaping the legal landscape.

In this episode, Catherine and Tim share insights on how to:
Implement process improvement techniques in law firmsApply Lean Six Sigma methodologies in litigationImprove real-life legal issues with process and design thinkingCurate and organize data for successful AI implementationUtilize process maps for internal efficiency and client relationships
Key takeaways: 
Law firms need general roadmaps to guide clients through litigation, despite less granularity compared to other areas like foreclosures.Informed decision-making in litigation hinges on mapping legal processes, highlighting the need for legal expertise.Prioritize creating thorough process maps for legal matters, recognizing the long-term value they bring to firm efficiency.Collaboration with knowledge management departments in law firms fosters innovation in legal tech and enhances client services.
About the guest, Catherine Bernard and Tim Krzywisseau:
Catherine is the Knowledge Management Counsel at Mayer Brown LLP, specializing in US Litigation & Dispute Resolution. With vast litigation experience, she advises the practice and engages in pro bono work, serving on the Amica Center for Immigrant Rights board and speaking at industry conferences.
Tim is the Knowledge Operations Manager at Mayer Brown LLP, overseeing knowledge processes and teams. He has experience in global process improvements, consulting, analytics, and project management. Tim holds J.D./MBA, PMP, CBAP, CMI Level 5 certifications, and Lean and Six Sigma Black Belts.

“One point we make in the book is that Lean Six Sigma is just a mechanism for getting from A to Z. They yield tools that you can use to examine and improve processes, and it doesn't matter what you are trying to improve.” – Catherine Bernard

“From my experience, having worked in process and legal, there is often a misconception about the investment and the return that you should expect.” – Tim Krzywisseau

Connect with Catherine and Tim:
Website: https://www.mayerbrown.com
Knowledge Management & Innovation: A Manual for Law Firms and Other Legal Services Organizations: https://www.pli.edu/catalog/publications/treatise/knowledge-management--innovation-a-manual-for-law-firms-and-other-legal-services-organizations?p=340124&tCode=BRH3_PODST 
Catherine’s LinkedIn: https://www.linkedin.com/in/catherineabernard


Connect with Ted Theodoropoulos:
Website: https://getinfodash.com/
LinkedIn: https://www.linkedin.com/in/tedtheo
YouTube: https://www.youtube.com/@getinfodash/podcasts

In this episode, our guest Chad Ergun dives into the heated debate surrounding the use of Sharepoint as a Document Management System (DMS) in the legal industry. We also explore the pros and cons of utilizing the Microsoft ecosystem, including Teams and Dynamics, for legal document management. Furthermore, we discuss Copilot's limitations, the ROI for law firms with enterprise licenses, the impact of AI on legal tasks and mentorship, and the advantages of smaller firms adopting AI. Don't miss out on this thought-provoking conversation on data migration, support, regulatory compliance, and the future of legal technology!

In this episode, Chad shares insights on how to:
Maximize ROI through AI-powered tools like CopilotOvercome the implementation challenges of Copilot and generative AI in law firmsIncorporate online, real-time training with AIOptimize legal tasks and firm operations with AI automationBuild a reputation and brand name through the effective use of technology, which can attract clients to smaller law firms. 
Key takeaways: 
Understanding the evolving nature of technology tools like Copilot and the challenges they may present in terms of customization and integration with existing systems can help law firms make informed decisions about adopting new software solutions.Recognizing the potential impact of AI on the legal industry, especially in terms of document collaboration and reducing internal email exchanges, can lead to more efficient workflows and improved productivity within law firms.Being aware of the pressure from software vendors to align with their systems and the implications of potential disruptions in service can guide law firms in making strategic decisions about technology partnerships and support structures.Acknowledging the importance of reliable support and attention from technology providers, particularly in the context of potential outages or issues, can influence law firms' choices in selecting partners with direct access to higher levels of technical support and expertise.
About the guest, Chad Ergun:
Chad is a visionary technology leader with over 25 years of experience driving innovation and efficiency across various industries. Currently serving as the CIO at Lewis Roca, Chad specializes in Generative AI, knowledge management, eDiscovery, business intelligence, and practice technologies. His forward-thinking approach leverages the latest advancements in technology to solve complex problems, enhance organizational efficiency, and foster continuous innovation.

“We're going to see the best ROI for products like Copilot and Generative AI. Because now you can compete against your much larger competition without spending a fortune.” – Chad Ergun

Connect with Chad Ergun:
LinkedIn: https://www.linkedin.com/in/chadergun/


Connect with Ted Theodoropoulos:
Website: https://getinfodash.com/
LinkedIn: https://www.linkedin.com/in/tedtheo
YouTube: https://www.youtube.com/@getinfodash/podcasts

In this episode, we talk with Ben Wightwick from Autologyx about legal tech and workflow automation. We explore Ben's journey from fixing printers to leading Autologyx, discussing how Autologyx is transforming the way law firms and in-house counsel manage their workflows, compliance, and governance processes. We also delve into the importance of customer success, transparent communication, and the challenges of unifying internal and client-facing collaboration systems. Listen now and learn how your firm can leverage these advancements to improve efficiency and deliver exceptional client experiences.

In this episode, Ben shares insights on how to:
Streamline workflows, compliance, and governanceDevelop success plans, track objectives, and assess progressInvest in customer success to evolve products and identify new opportunitiesAutomate processes, enhance efficiency and modernize legal knowledge managementOvercome challenges in unified collaboration for law firms
Key takeaways: 
Understanding the importance of customer advocacy and fostering a community among customers can lead to positive outcomes such as increased revenue and advocacy, creating a self-fulfilling cycle of positive feedback and relationships.Leveraging personal experience in buying and implementing software within a law firm to influence product development can provide a broad range of insights and perspectives, enhancing one's ability to drive innovation and improvements in legal tech solutions.Investing time in understanding processes and workflows can lead to significant efficiencies and cost savings without always relying on the latest technology trends, emphasizing the value of optimizing existing systems and data utilization for improved productivity.Engaging with various stakeholders and personas within law firms, including knowledge, IT, and practice professionals, is crucial for developing a comprehensive understanding of the evolving dynamics of innovation teams and knowledge management strategies within the legal industry.
About the guest, Ben Wightwick:
Ben is the Chief Commercial Officer at Autoloygx, leveraging over 20 years of experience in legal technology to drive customer-centric strategies. With a proven track record in scaling businesses like HighQ to £40m+ ARR, Ben excels in optimizing sales, marketing, and customer success initiatives. Passionate about creating exceptional customer experiences, he leads cross-functional teams to deliver innovative solutions that exceed expectations and shape the future of customer engagement in dynamic industries.

“People aren't going to buy from you if you're not selling the dream, but you've got to put in the work and effort.” – Ben Wightwick

Connect with Ben Wightwick:
Website: https://autologyx.com/
LinkedIn: https://www.linkedin.com/in/benwightwick
Twitter: https://twitter.com/benwightwick


Connect with Ted Theodoropoulos:
Website: https://getinfodash.com/
LinkedIn: https://www.linkedin.com/in/tedtheo
YouTube: https://www.youtube.com/@getinfodash/podcasts

Dive deep into the epicenter of legal innovation in this episode with our very own Amy Monaghan as she reveals her extraordinary journey from the art world to spearheading innovation in some of the nation's top law firms. Discover how Amy's unique path through art, law, and knowledge management has enabled her to drive change and introduce groundbreaking solutions in legal practice. Amy also highlights the shift from building custom solutions to leveraging off-the-shelf tools and the need for law firms to focus on becoming experts in cloud technology. Finally, anticipate more enriching discussions as Amy will be a co-host in the forthcoming episodes—a collaboration not to be missed by those keen on staying at the forefront of innovation in the legal industry.

In this episode, Amy shares insights on how to:
Develop effective success plans for customer engagement in legal techUtilize low code and no code solutions for legal practice efficiencyAlign technology solutions with law firm business models for successIdentify and address foreseeable challenges in legal innovation initiativesCollaborate with key stakeholders to achieve strategic goals
Key takeaways: 
Innovation in law firms requires a rock-solid strategy aligned with the overall firm strategy to create cohesion and ensure success amidst diverse priorities and goals.Separating legal technology from innovation efforts is crucial to prevent overwhelming innovation initiatives and ensure a balanced focus on the law firm's business model.Collaborating with startups in the legal tech space allows for valuable input from the user side to inform product development and address specific user needs, enhancing the overall solution.Creating written success plans with specific goals, challenges, and success criteria facilitates ongoing collaboration and ensures alignment between client objectives and solution outcomes, leading to mutual success.
About the guest, Amy Monaghan:
Amy is the VP of Client Success and Product Innovation at Infodash, where she collaborates closely with law firms to drive successful adoption of Infodash technology, ensuring it aligns with clients' strategic goals. With a background in legal innovation and client engagement, Amy brings extensive experience from roles such as Director of Client Innovation at Perkins Coie LLP, where she led innovative programs and solutions for legal services. Her commitment to excellence and collaborative approach make her a key leader in advancing Infodash's client success and product innovation strategies.

“If partners within firms don't have innovative people educating them on how they can be a better lawyer with certain technology, they're not going to know how this can improve the quality of their work.” – Amy Monaghan

Connect with Amy Monaghan:
LinkedIn: https://www.linkedin.com/in/amy-monaghan-07a14b24/

Connect with Ted Theodoropoulos:
Website: https://getinfodash.com/
LinkedIn: https://www.linkedin.com/in/tedtheo
YouTube: https://www.youtube.com/@getinfodash/podcasts

In this episode, we explore the hurdles of driving innovation in the legal industry, a sector that has traditionally been resistant to change. Our guest, Gordon Vala-Webb shares insights from his journey and the unique challenges faced by law firms, focusing on implementing AI and cloud migration, overcoming resistance, and adopting a client-centered approach within law firms. Join us as we navigate through the growing need for innovative and accessible legal solutions in today's complex market.

In this episode, Gordon shares insights on how to:
Navigate innovation in the legal industry amidst AI and cloud technologyOvercome resistance to technological change in law firmsRevamp law firm operations with AI and cloud technologyFoster a culture of innovation in traditional law firmsManage the psychological landscape of change in law firm innovation
Key takeaways: 
Successful knowledge management requires a diverse skill set encompassing IT, security, user experience, information architecture, psychology, and social behavior to effectively collaborate across organizational silos and functions.Implementations of legal tech tools can significantly benefit from a thorough consideration of pricing models, business impacts, and client relationships to avoid underutilization and wasted investments.Understanding the motivations and incentives that drive behavior in law firms, such as status enhancement through technology adoption, can influence successful organizational change strategies by framing incremental tweaks as transformative gateways to larger shifts.Embracing change in legal innovation can lead to impactful outcomes and improved client relationships, demonstrating that change is both enjoyable and potentially profitable beyond direct financial gains.
About the guest, Gordon Vala-Webb:
Gordon is a seasoned innovation professional and award-winning knowledge management practitioner with over two decades of experience revitalizing large and complex organizations. His book, 'Building Smarter Organizations,' offers practical insights for navigating today's volatile, uncertain, complex, and ambiguous (VUCA) world. Through consulting and speaking engagements, Gordon empowers organizations to harness technology and adapt rapidly to change, drawing from his leadership roles, during which his teams garnered prestigious awards for transformative initiatives.

“The number one driver for behavior and the number one test that people apply to new technology is: How does this affect my status? Is this status-enhancing? Or status-neutral, or does this reduce my status?” – Gordon Vala-Webb

Connect with Gordon Vala-Webb:
Book: Building Smarter Organizations: How to Lead Your Zombie Organization Back to Life: https://www.amazon.com/Building-Smarter-Organizations-Zombie-Organization/dp/1945449195
LinkedIn: https://www.linkedin.com/in/gordonvalawebb
Twitter: https://twitter.com/buildsmarterorg

Connect with Ted Theodoropoulos:
Website: https://getinfodash.com/
LinkedIn: https://www.linkedin.com/in/tedtheo
YouTube: https://www.youtube.com/@getinfodash/podcasts

In this episode, we engage with the innovative mind of Floor Blindenbach-Driessen, a chemical engineer turned legal innovation trailblazer. We explore the junction of technology and law, the challenges and opportunities of embracing AI in legal practices, and what it means to truly innovate within the traditionally conservative legal industry. Learn about the unique challenges law firms face in adopting innovation, including the need for a clear strategy and data-driven decision-making. We also discuss why law firms might be missing out on growth and profitability by historically underinvesting in innovation projects.



In this episode, Floor shares insights on how to:


Explore the impact of innovation management on professional services


Solve the innovation budget conundrum


Adapt to the transformative influence of AI on infrastructure and billing practices


Embrace a culture of risk-taking and learning from failure


Actively involve lawyers in the process of change





Key takeaways: 


Effective innovation efforts in law firms involve providing structured support and tools to help professionals generate and implement ideas for improving their practice, addressing the common challenge of knowing how to progress from idea to execution.


Law firms should embrace failure as a learning opportunity and measure the success of their innovation efforts. Involving clients and internal stakeholders is crucial for successful innovation in the legal industry.


Active engagement from team members is identified as the primary success factor in innovation initiatives, with a clear emphasis on the need for continuous involvement and commitment to drive meaningful outcomes and avoid wasted resources.


Measuring the return on investment in innovation activities requires a tailored approach for law firms, focusing on simpler methods of evaluating success beyond traditional ROI metrics used in other industries, emphasizing the importance of setting clear objectives and understanding the value drivers unique to legal innovation.





About the guest, Floor Blindenbach-Driessen:

Floor Blindenbach-Driessen, PhD, is a seasoned innovator and the founder of Organizing4Innovation, where she addresses the challenges faced by talented professionals in realizing their ideas. With a background in management and over 25 years of experience, Dr. Floor has published extensively on innovation process management and guided countless innovators to success. Her passion for bridging the gap between idea and implementation led her to develop the innovative Steering Wheel platform, which provides invaluable support to project teams, enabling them to track progress, learn effectively, and make data-driven decisions throughout the innovation journey.



“You cannot change how we practice law without engaging attorneys.” – Floor Blindenbach-Driessen



Connect with Floor Blindenbach-Driessen:

Website: https://www.organizing4innovation.com/

YouTube: https://www.youtube.com/@FloortjeBlindenbach

LinkedIn: https://www.linkedin.com/in/floorblindenbach/

ResearchGate: https://www.researchgate.net/profile/Floortje-Blindenbach-Driessen



Connect with Ted Theodoropoulos:

Website: https://getinfodash.com/

LinkedIn: https://www.linkedin.com/in/tedtheo

YouTube: https://www.youtube.com/@getinfodash/podcasts