259 episódios

Welcome to The Geek in Review, where podcast hosts, Marlene Gebauer and Greg Lambert discuss innovation and creativity in legal profession.

The Geek In Review Greg Lambert & Marlene Gebauer

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Welcome to The Geek in Review, where podcast hosts, Marlene Gebauer and Greg Lambert discuss innovation and creativity in legal profession.

    Leading, Innovating, and Transforming: Insights for the 2024 AALL Annual Conference - June Liebert and Cornell Winston

    Leading, Innovating, and Transforming: Insights for the 2024 AALL Annual Conference - June Liebert and Cornell Winston

    This week, we have a lively discussion with June Liebert and Cornell Winston, President and President-Elect, respectively, for the American Association of Law Libraries (AALL). The conversation centers around the upcoming AALL annual conference, scheduled for July 20-23, 2024, at the Hyatt Regency in Chicago. 

    June Liebert, Director of Information Services at O'Melveny & Myers LLP, kicks off the discussion by diving into the conference theme. She emphasizes the importance of librarians taking proactive leadership roles, particularly in the context of the rapidly evolving landscape influenced by Generative AI. June highlights the concept of "innovation intermediaries," individuals who not only generate innovative ideas but also ensure these ideas are implemented effectively. This theme resonates with the need for transformative thinking, urging librarians to embrace significant changes rather than settling for incremental improvements.

    This year’s keynote speaker is Cory Doctorow, a renowned sci-fi author and advocate for digital rights, Doctorow’s presence promises to bring a unique perspective on the intersection of technology and societal impact. June shares her enthusiasm for Doctorow, whose work with the Electronic Frontier Foundation (EFF) and writings on "enshittification" – the degradation of online platforms over time – provide critical insights into the ethical implications of technological advancements. Doctorow’s focus on the human impact of technology, rather than just the technology itself, offers valuable reflections for the legal information profession.

    Cornell Winston, law librarian at the United States Attorney's Office, provides a comprehensive overview of what attendees can expect from the conference. With over 60 educational programs, including a pre-conference workshop on AI strategy, the event promises rich learning opportunities. Cornell underscores the value of networking and connecting with peers, highlighting the inclusive environment fostered by the Host Program for first-time attendees. His advice to explore sessions outside one’s usual domain and to meet new people each day encapsulates the spirit of professional growth and community building.

    As the conversation unfolds, the trio touches on the broader theme of innovation and technology within law libraries. June and Cornell discuss the shift from physical books to digital resources, reflecting on how generative AI and other technologies are reshaping the profession. June mentions the implementation of live closed captioning for sessions, a first for the conference, enhancing accessibility and providing real-time transcripts for attendees.

    June shares her experiences as the first Asian American president of the association, highlighting her efforts to promote diversity, equity, and inclusion. Cornell, looking ahead to his presidency, discusses plans to review AALL’s governance structure and explore the future of law libraries in an increasingly digital world. The episode wraps up with a preview of the 2024 conference in Portland, Oregon, promising another enriching experience for the legal information community.

    Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠

     

    Contact Us: Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠

    Transcript

    • 35 min
    Avvoka's Innovative Approach to Document Automation and the Impact of Generative AI - Giles Thompson and Jun Choi

    Avvoka's Innovative Approach to Document Automation and the Impact of Generative AI - Giles Thompson and Jun Choi

    In this episode of The Geek in Review podcast, hosts Greg Lambert and Kate Boyd from Sente Advisors (standing in for Marlene Gebauer) sit down with Giles Thompson, Head of Growth, and Jun Choi, Growth Executive at Avvoka, to discuss the company's innovative approach to document automation and the impact of generative AI on the legal industry.

    Avvoka is a no-code document automation platform that enables legal professionals to streamline the creation and management of complex legal documents and contracts. The company has recently introduced AI-enhanced features such as SmartAutomation (with GenAI) and SmartConsolidation , which aim to simplify the process of building automations.

    Giles and Jun highlight the differences in knowledge management practices between the US and UK, with the former being more technology-focused and the latter being more human-centric. Avvoka's platform caters to both law firms and in-house legal teams, with clients ranging from Warner Brothers Discovery and McDonald's to booking.com.

    The company also hosts a vendor-agnostic community event series called "Logically Drafted," which bring together legal professionals interested in document automation to share their experiences and insights. These events have gained traction globally, with upcoming sessions planned for Houston (Tuesday 18 June) and Chicago (Friday 21 June), and other cities.

    Looking ahead, Avvoka is focusing on integrating generative AI technologies into its platform while ensuring data security and client control. The company is collaborating with clients to provide flexibility in terms of hosting and integrating large language models, allowing them to maintain control over their data and manage risks associated with these emerging technologies.

    Giles and Jun emphasize the importance of being realistic about the capabilities and limitations of generative AI in the legal industry. They believe that document automation will continue to play a crucial role, with AI serving as an enhancement rather than a replacement for existing tools and processes. The key challenge for vendors like Avvoka will be to navigate the hype surrounding generative AI while delivering practical, value-driven solutions to their clients.

     

    Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠

     

    Contact Us: Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠

    Transcript

     

    • 34 min
    Exploring the Subscription-Based Legal Services Model with Mathew Kerbis and Jack Shelton

    Exploring the Subscription-Based Legal Services Model with Mathew Kerbis and Jack Shelton

    In this episode of The Geek in Review, hosts Greg Lambert and Marlene Gebauer, along with special co-host Toby Brown of DV8 Legal Strategies, discuss the subscription-based legal services model with Mathew Kerbis, founder of Subscription Attorney, LLC, and Jack Shelton, co-founder of Aegis Space Law. The guests share their experiences and insights on adopting a subscription-based model as an alternative to the traditional billable hour.




    Mathew Kerbis explains that his inspiration for transitioning to a subscription and flat fee model stemmed from the realization that many attorneys, including himself, could not afford their own billable rates. He emphasizes the importance of automating processes and leveraging technology to manage workflow and client needs efficiently, especially when offering lower-priced services.

    Jack Shelton, whose firm focuses on the commercial space industry, shares his motivation for adopting a subscription model. He highlights the benefits of predictability and cost transparency for clients, particularly startups and small to medium-sized businesses. Shelton also discusses the development of in-house software to streamline complex analyses and improve accuracy and record-keeping for clients.

    The guests explore the challenges and opportunities of scaling and sustaining a subscription-based model. Kerbis notes that the model is highly sustainable due to the predictability of monthly recurring revenue, while Shelton emphasizes the importance of refining processes and forms to ensure efficiency and effectiveness.

    Looking to the future, Kerbis predicts that the rapid advancement of AI and the changing nature of legal practice will lead to a significant shift in the industry within the next five years. He suggests that if big law firms do not adapt, there may be a mass exodus of young associates seeking better work-life balance and the opportunity to start their own practices. Shelton, while agreeing with Kerbis to an extent, remains cautious about predicting a flood of lawyers leaving big law due to their risk-averse nature.

    Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠




    Contact Us:  Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠

    Transcript

    • 46 min
    vLex Integrates Vincent AI with iManage and Automates Docket Ingestion with Docket Alarm

    vLex Integrates Vincent AI with iManage and Automates Docket Ingestion with Docket Alarm

    In this special episode of The Geek in Review, host Greg Lambert sits down with Ed Walters, Chief Strategy Officer at vLex, to discuss two significant announcements: the integration of vLex's Vincent AI with iManage Work and the automated docket ingestion feature with iManage using vLex's Docket Alarm.

    The integration between Vincent AI and iManage's Insight Plus collection allows law firms to leverage their internal knowledge assets alongside vLex's extensive public law database. This combination of the "two halves of the legal brain" enables lawyers to create brilliant first drafts and analyze documents using the power of generative AI. Walters emphasizes the importance of data quality and the role of knowledge management teams in curating the best practice documents for training AI models.

    Security is a top priority for both vLex and iManage in this integration. Walters details the various measures taken to ensure data protection, including encryption, dedicated master keys for each firm, and compliance with industry standards such as ISO 27001 and SOC 2. He also clarifies that vLex uses retrieval-augmented generation, securely passing relevant documents to a closed instance of the foundation model without training on the data itself.

    The second announcement focuses on the automated docket ingestion feature, which seamlessly saves court filings from Docket Alarm into the correct iManage folders. This practical solution eliminates the manual process of saving documents and ensures that all team members have access to the most up-to-date versions of the filings.

    Looking ahead, Walters hints at future integration points between vLex and iManage, emphasizing the potential for generative AI to help law firms differentiate their services and meet client expectations. He sees Vincent AI as a secure bridge between generative AI and a firm's internal work product, enabling them to leverage their knowledge assets without the need for expensive, in-house foundation models.



    Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠



    Contact Us: 
    Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠

    Email: geekinreviewpodcast@gmail.com

    Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠

     

    • 29 min
    Catching Up on AI Agents, and Agentic Processes

    Catching Up on AI Agents, and Agentic Processes

    In this impromptu episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert reconnect after being on the road for a few weeks. They discuss their recent "Love and LegalTech" mini-series, which featured eight couples sharing their experiences working in the legal technology industry. The series provided insights into communication, work-life integration, and the passion for innovation shared by the guests. 

    The conversation then shifts to a recent webinar by Toby Brown and Ian Wilson, where they discussed the potential impact of AI tools on law firm hours and profits. While the idea of AI reducing billable hours may seem controversial, the hosts agree that firms must adopt these tools to remain competitive. They also touch on the importance of aligning innovation with practice groups and the need for subject matter experts and people with strong interpersonal skills to drive change management.

    Greg demonstrates an example of agentic AI using a tool called Crew AI. He sets up a task to search for information on a company called Take 5 Oil Change, using multiple AI agents to gather, synthesize, and report the findings. The process involves using SERPER, a Google search agent, an AI agent (Anthropic Claude), and a reporting agent. The output includes a log of the actions taken and a one-page report on the company, its leadership, and industry classification.

    The hosts discuss the potential applications of agentic AI, such as quickly gathering information for client pitches or identifying legal issues. They also explore the possibility of running AI agents within secure cloud environments to address data privacy concerns. While the concept of agentic AI is still evolving, the hosts believe there is significant potential for these tools to streamline processes and enhance efficiency in the legal industry.

    The episode concludes with a lighthearted mention of Greg's AI-generated song created by UDIO about checking conflicts before going on vacation, showcasing the creative possibilities of AI tools in the legal profession.

    Listen on mobile platforms:  ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ |  ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠

    Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Threads: @glambertpod or @gebauerm66Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

     

    Contact Us: Transcript




    In this impromptu episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert reconnect after being on the road for a few weeks. They discuss their recent "Love and LegalTech" mini-series, which featured eight couples sharing their experiences working in the legal technology industry. The series provided insights into communication, work-life integration, and the passion for innovation shared by the guests. 

    The conversation then shifts to a recent webinar by Toby Brown and Ian Wilson, where they discussed the potential impact of AI tools on law firm hours and profits. While the idea of AI reducing billable hours may seem controversial, the hosts agree that firms must adopt these tools to remain competitive. They also touch on the importance of aligning innovation with practice groups and the need for subject matter experts and people with strong interpersonal skills to drive change management.

    Greg demonstrates an example of agentic AI using a tool called Crew AI. He sets up a task to search for information on a company called Take 5 Oil Change, using multiple AI agents to gather, synthesize, and report the findings. The process involves using SERPER, a Google search agent, an AI agent (Anthropic Claude), and a reporting agent. The output includes a log of the actions taken and a one-page report on the company, its leadership, and industry classification.

    The hosts discuss the potential applications of agentic AI, such as quickly gathering information for client pitches or identifying legal iss

    • 32 min
    Love and Legal Tech: Alexis Hayman and Jeff Niemczura

    Love and Legal Tech: Alexis Hayman and Jeff Niemczura

    In this special "Love and Legal Tech" episode of The Geek in Review podcast, host Greg Lambert sits down with Alexis Hayman, Director of Business Development at Consilio, and Jeff Niemczura, Discovery Attorney at Google, to discuss their unique journey as a couple working in the legal technology industry.

    Alexis and Jeff first met in Cleveland, Ohio, while Jeff was a graduate student and Alexis was an undergrad. Their paths diverged as they pursued different careers – Jeff initially considering a PhD in religion and Alexis exploring art history. However, life had other plans, and they both found themselves drawn to the legal profession. Jeff stumbled into law school and graduated into the Great Recession, which led him to become a discovery professional. Alexis, influenced by her father's innovative approach to his law practice and title insurance company, as well as her mentor, civil rights attorney Jacqueline Green, decided to pursue a law degree at Temple University.

    As the couple navigated their careers, they faced challenges and opportunities that brought them closer together in the legal technology space. When Jeff took a job in California, Alexis decided to "infiltrate" the industry, bringing her passion for improving efficiency and building better client relationships to her roles. Their shared experiences and different perspectives on innovation and technology lead to engaging discussions and occasional disagreements, but ultimately strengthen their bond.

    Alexis and Jeff emphasize the importance of being well-resourced in their current roles, which allows them to tackle novel challenges and collaborate with talented colleagues. They find excitement in their work, whether it's being at the forefront of client relationships or finding creative solutions to complex problems.

    When asked about their advice for couples considering working in the same field or together, Alexis stresses the importance of being friends with your partner and being able to picture a respectful relationship even in the worst-case scenario. Jeff echoes this sentiment, emphasizing the need for genuine curiosity about one another's lives and the value of giving each other space when needed.

    As Alexis and Jeff continue to navigate their love and legal tech journey, their story serves as an inspiration for couples seeking to balance their personal and professional lives in an ever-evolving industry.

     

    Listen on mobile platforms:  

    ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ |  ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠


    Contact Us: 

    Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Threads: @glambertpod or @gebauerm66Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠

    Transcript

    • 35 min

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