BDO's Legal Tech Talk Podcast

BDO USA

BDO’s Legal Tech Talk is a podcast hosted by Daniel Gold, Principal, E-Discovery Managed Services Leader, and Eric Derk, Managing Director, Legal Operations. They are joined by judges and legal professionals for exciting discussions on the use of technology in the legal industry.

  1. 1d ago

    AI Is Changing Us: What Lawyers Need to Understand Now

    Key Takeaways 1. AI adoption should not be measured only by efficiency Legal teams often focus on time saved, headcount reduction, and cost containment. Marisa argues these are incomplete metrics. Organizations also need to assess AI’s effects on human well-being, discernment, decision-making, and cognitive capacity. 2. Humans are not fully “ready” for AI Marisa introduces the idea of human readiness — including cognitive, psychological, and social readiness. AI may be advancing faster than people’s ability to responsibly process and evaluate its outputs. 3. Cognitive overload leads to offloading judgment When users are overwhelmed by too much information, they unconsciously defer to the machine. In legal practice, that can mean diminished critical thinking, less discernment, and increased reliance on outputs that may be wrong but appear convincing. 4. AI bias isn’t only about race or gender Marisa highlights lesser-discussed cognitive biases such as automation bias, authority bias, and the privacy paradox. These biases shape how people interact with AI systems and can undermine judgment. 5. AI systems are designed for continuous engagement One of the episode’s most striking points: many AI interfaces are built to keep users engaged, much like social platforms or slot-machine mechanics. That raises serious questions about manipulation, dependency, and user autonomy. 6. Training is the answer — but not just tool training Organizations need more than prompt training. They need training in how AI affects thinking, relationships, judgment, and work habits. Human readiness requires practice, reflection, and institutional support. 7. Legal professionals have a unique role to play Lawyers are trained to parse complexity, evaluate facts, and question assumptions. Marisa suggests the legal profession is well-positioned to help establish stronger practices around AI accountability and safe use. 8. There is a serious client confidentiality risk in consumer AI tools Marisa raises a practical concern: clients and legal staff may unknowingly upload sensitive information into public AI tools. This creates risks around admissibility, confidentiality, and competence. 9. AI has significant environmental consequences The conversation also explores the strain AI places on the electrical grid, carbon emissions, and fresh water resources used by data centers — an underdiscussed but growing area of concern. 10. The goal is not fear — it’s discernment Marisa is not anti-AI. Her core message is that AI can be beneficial, but only if people learn how to use it without surrendering agency, judgment, or responsibility. Marisa Zalabak | LinkedIn Guest Notes Marisa Zalabak co-authored the IEEE 7010 standard which addresses recommended practices for assessing the impact of autonomous and intelligent systems on human well-being. She also chairs the IEEE AI Ethics Education Committee, works on standards related to emulated emotions in AI systems, leads the Planet Positive 2030 Initiative, and is the founder of Open Channel Culture. Her work focuses on the intersection of AI ethics, human development, education, cognition, and societal impact.

  2. Aug 7

    The AI Revolution in eDiscovery

    Guest Notes Derrick Logan leads development of innovative technology solutions tailored to meet intricate legal and regulatory challenges. By aligning advanced services with client objectives, he helps address immediate needs but also drive long-term success. Derrick’s focus on integrating forensics and AI capabilities has significantly enhanced offerings at Consilio in the New York City area. With experience spanning major legal technology and eDiscovery organizations, Derrick has helped shape managed services models, scalable legal data programs, and AI-driven solutions that support Fortune 500 clients facing complex legal and regulatory challenges. Derrick Logan | LinkedIn Key Takeaways 1. True managed services solve business problems, not just technology problems. Early success in eDiscovery came from moving beyond hosting and pricing conversations to building lifecycle-based, portfolio-wide programs. 2. Listening to the client remains the differentiator. Derrick emphasizes that legal tech providers succeed when they understand the actual problem a client is trying to solve, rather than forcing a prebuilt solution into every situation. 3. Builder mode must continue after success. Reaching “maintenance mode” is a sign of success, but organizations have to keep scanning the market, watching regulations, and anticipating the next client need. 4. Bespoke solutions can become scalable products. Many of the strongest legal tech products begin as client-specific solutions, then evolve through iteration, market demand, and structured product development. 5. AI in legal work requires security, governance, and adaptation. AI-centered programs are not just about using large language models. They require wrappers, controls, security layers, and thoughtful integration into legal workflows. 6. Human-in-the-loop should really mean human-at-the-center. AI can accelerate work, but human oversight remains essential for validation, judgment, defensibility, and dealing with hallucinations or incomplete outputs. 7. The billable hour may be increasingly challenged by AI-driven efficiency. As legal work becomes faster and more scalable through technology, Derrick sees the legal industry moving closer to value- and outcome-based delivery models. 8. Before adopting AI tools, organizations need governance and risk tolerance. Legal teams should define the problem to solve, create a strong governance model, vet tools for security and accuracy, and decide what level of risk and imperfection they can tolerate.

  3. Jun 17

    From Fear to Fluency: Using Lawyer-to-Lawyer Learning in AI Adoption

    Guest Notes Kim Wolfe has a background in operations and years of experience supporting legal organizations. She focuses on legal department maturity, innovation, contracting transformation, and organizational effectiveness. Kim Wolfe | LinkedIn Key Takeaways AI helps experienced professionals move faster—but judgment still matters. Kim highlights a growing concern that younger lawyers may not have enough foundational experience to spot AI mistakes.Adoption starts with comfort, not perfection. Before focusing on advanced governance, Kim is prioritizing getting lawyers to actually try the tools.Peer-to-peer learning can accelerate legal AI adoption. Her “lawyer-to-lawyer” approach pairs AI-comfortable attorneys with more hesitant peers.Banking adds regulatory pressure to AI decisions. In heavily regulated industries, legal teams must balance innovation, control, and compliance.AI can help make legal playbooks dynamic. Instead of relying on static, outdated documents, legal teams may be able to generate living guidance using AI and prior work product.Simple use cases matter. Kim’s example of using AI to tailor tone and audience in written communications is highly practical and relatable.The real opportunity is not reducing headcount. Kim argues that legal AI should be used to redeploy capacity and improve decision-making, not simply shrink teams.Better legal outcomes require connected data. The future lies in pulling together legal, operational, and business data so lawyers can provide better advice.

  4. Jun 17

    What Problem Are You Really Solving? Tyson Ballard on AI and Legal Ops

    Guest Notes Tyson Ballard is the CEO and Founder of Stella Legal, a consulting firm focused on AI enablement, contract excellence, legal operations, spend management solutions, and e-discovery. A longtime legal industry entrepreneur, Tyson has built his career around identifying patterns, improving processes, and helping legal professionals rethink how work gets done. Tyson Ballard | LinkedIn Key Takeaways Curiosity is a competitive advantage. Tyson’s approach to legal innovation starts with pattern recognition, continuous improvement, and questioning assumptions.AI makes more data measurable—but measurement alone is not strategy. Just because legal teams can analyze more information doesn’t mean they’re asking the right questions.The “why” still matters. Legal teams often focus on tools, mapping, and adoption without first defining the business problem they are trying to solve.Big Law and in-house teams face different AI tensions. Law firms worry about business model disruption, while legal departments question why efficiency gains aren’t reducing outside counsel cost pressure.The next generation needs development, not just tools. Tyson sees responsibility in building younger professionals’ subject matter judgment alongside their technical fluency.AI may change tasks more than professions. He offers an optimistic view that legal work will evolve, but human judgment will remain central.Community matters in legal ops. Tyson highlights the value of in-person conversations and peer collaboration at CLOC beyond formal sessions.Driving change is often indirect. One of the most effective skills in consulting is guiding lawyers to arrive at the answer themselves.

  5. Jun 9

    Law Firm Legal Ops: Trust, Tech Adoption, and What Clients Want

    Guest Notes Kevin Bielawski has more than 20 years of experience in the legal industry and a background in finance. He works directly with law firm partners on performance metrics, pricing, operational strategy, and technology adoption. He is also involved with CLOC’s legal department maturity assessment and planning efforts and discussed the rollout of the new Compass tool at the conference. Kevin Bielawski | Senior Director of Legal Operations | The Link Virtual Office | Husch Blackwell Key Takeaways Legal ops isn’t just for in-house teams. Law firms face many of the same adoption, efficiency, and business-process challenges as corporate legal departments.Trust is the currency of adoption. Successful rollout of legal tech depends on credibility with attorneys and careful selection of pilot groups.Word-of-mouth beats mandates. Kevin emphasizes piloting tools with influential users first to create internal demand.AI adoption requires marketing and change management. New tools don’t succeed just because they exist; professionals have to explain value in practical terms.Client expectations are changing law firm behavior. Clients increasingly expect efficiency, pricing transparency, and better business alignment.Efficiency creates a cultural tension. Even when AI saves time, firms still have to wrestle with billable-hour incentives and attorney workload expectations.CLOC’s Compass tool is designed to help legal departments measure maturity. Kevin explains how the platform supports conversations with legal leadership and the C-suite.

  6. Jun 9

    Mission-Driven Legal Ops: What Legal Teams Can Learn from St. Jude

    Guest Notes LaResa Young has spent nearly two decades at St. Jude, beginning as a contract management specialist and helping grow the legal team from four people to nearly 30. Her work focuses on building intentional legal operations functions, improving processes, supporting mission-critical legal work, and aligning operational decisions with organizational values. Key Takeaways Process has to come before technology. Buying tools without a clear process leads to wasted funds and failed adoption.Legal tech procurement should be intentional. LaResha emphasizes strong scoping documents, structured demos, and clear guidance for vendors.Highly regulated organizations need tailored solutions. Generic demos don’t work when contract types, workflows, and compliance requirements are highly specific.Vendor accountability matters. St. Jude tests whether vendors actually listen and can align to real organizational needs.Mission and values should shape legal ops decisions. LaResha frames procurement and implementation through the hospital’s core values, especially stewardship.Legal ops can be measured by impact, not just dollars. Faster contracting can directly affect care delivery, equipment access, and provider onboarding.AI should drive upskilling, not panic. Rather than assuming AI will eliminate entry-level work, LaResha argues organizations should retrain and elevate talent.Conference learning should be shared internally. She models how legal ops leaders can bring insights back to their teams in practical ways.

  7. Jun 1

    AI, Accountability, and the Future of Discovery

    Guest Notes James Sherer is based in New York, where he co-leads the Emerging Technology Team within the Digital Assets and Data Management (DADM) Group at BakerHostetler. With a unique background that includes a J.D., an MBA, and serving as an in-house litigator for a Fortune 500 company, he provides commercially focused advice on the intersection of law, data, and advanced technology. James A. Sherer - BakerHostetler Key Takeaways Ethical duties still apply, even as AI changes fast. Lawyers remain responsible for anything produced under their license; AI does not displace duties of competence, diligence, candor, or confidentiality.Privilege and discoverability depend heavily on how the tool is used. Emerging case law shows that courts are not treating all AI-assisted work product the same, especially where confidential litigation material is entered into outside tools.Agentic AI will almost certainly become part of discovery. Prompts, chat histories, logs, model choices, impact assessments, and related governance records may all become relevant sources of evidence.Explainability and governance matter as much as output. If organizations want the benefits of AI systems acting on their behalf, they must have documentation, evaluation, maintenance, and defensibility. Hallucinations and misuse are a supervision and accountability problem as much as a technology problem.Vendor dependency is a major hidden risk. Organizations may deploy AI tools without having contractual rights to access the technical information they later need for audits, litigation, or regulatory scrutiny.Knowledge loss is becoming a governance problem. As systems are implemented and the people who built or managed them leave, organizations may lose the human context needed to explain why a system exists, how it works, or what data it touches.The profession is under real pressure to adopt AI quickly. Market demands to “do more with less” are pushing firms and companies to use AI at scale, often before governance, training, and controls are mature. Technical competence is a continuing obligation, not a one-time certification. Lawyers should approach AI with the same rigor used in litigation, discovery, and expert-driven matters.For future lawyers, the message is ownership plus curiosity. Sherer urges law students and young lawyers to remember that their license is their own, and that long-term success will depend on disciplined learning, visible value creation, and adaptability.

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About

BDO’s Legal Tech Talk is a podcast hosted by Daniel Gold, Principal, E-Discovery Managed Services Leader, and Eric Derk, Managing Director, Legal Operations. They are joined by judges and legal professionals for exciting discussions on the use of technology in the legal industry.