The Legal Helm

Bim Dave

The Legal Helm is Helm360's podcast on all things Legal + Tech. Each episode we explore topics like A.I., Application management systems, fully remote law-firm management, legal tech, AI Innovations, contracts automation and management, legal ops, legal education, legal ethics, law firms, remote work, and much much more.

  1. 18 THG 10

    TLH Ep.44 From Chaos to Clarity: Rethinking Law Firm Finances with Ben Hokema

    Hello, Legal Helm listeners! Today, we’re thrilled to welcome Ben Hockema, founder and lead financial advisor at Illuminate Wealth Management. Ben works closely with entrepreneurs and small business owners—especially law firm leaders—to help them achieve financial clarity, sustainable profitability, and long-term growth. At Illuminate Wealth Management, Ben combines strategic planning with proven systems like his Profit First model, guiding clients to shift from reactive bookkeeping to proactive financial leadership. Acting as a virtual CFO and accountability partner, he helps business owners align their firms’ success with their personal life goals. In this episode, we’ll dive into how law firm leaders can take control of their financial future, build smarter strategies for profitability, and develop a healthier relationship with money. Stay tuned for an insightful and practical conversation! Your host   Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.    Our Guest    Ben Hockema, CFP, is the Founder and Lead Financial Advisor at Illuminate Wealth Management, where he helps small business owners —especially law firm founders—create financial clarity and long-term profitability through virtual CFO services rooted in the Profit First model. At Illuminate, Ben partners with entrepreneurs who are excellent at their craft but want expert guidance on building a thriving business that aligns with their personal goals. His work blends strategy and systems, helping clients implement consistent cash flow habits, reduce tax surprises, and finally pay themselves what they’re worth.

    50 phút
  2. 16 THG 8

    TLH EP.42 The New Face of In-House Legal: Strategy, Growth & Human-Centered Delivery

    Welcome back to The Legal Helm! In this episode, our host Bim Dave sets sail into the future of legal leadership with a guest who knows exactly how to navigate it—Sarah Clark, Chief Revenue Officer at The Legal Director. Sarah’s career spans over 20 years as both a barrister and general counsel, guiding fast-growth companies and embedding legal strategy directly into the heart of business success. At The Legal Director, she helps organizations scale smarter, delivering senior legal expertise without the overhead of a full-time hire. This episode explores how Sarah and other forward-thinking leaders are reshaping the general counsel role, blending legal insight with business acumen to meet the challenges of today’s market. So, grab your coffee and let’s dive in, you won’t want to miss this conversation! Your host      Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.      Our Guest    Sarah Clark is a barrister and former-GC who has worked with fast-growth companies to embed legal thinking into their business from the inside out. With twenty years under her belt spanning private practice and in-house roles, she brings a no-nonsense, commercial approach to legal support. At The Legal Director, she helps companies get the strategic legal insight they need, without the overheads of a full-time legal hire.

    39 phút
  3. 17 THG 5

    TLH Ep. 39 Scaling Up: Clio’s Mid-Market Momentum and the Future of Legal Tech

    Hello, Legal Helm listeners! Today, we’re thrilled to have Joshua Lenon join us—Lawyer in Residence at Clio, a leading practice management platform trusted by over 150,000 lawyers worldwide. Joshua brings a unique blend of legal expertise and technological insight, actively bridging the gap between legal practice and tech innovation. He works tirelessly to educate lawyers on leveraging technology to enhance their practice, while also guiding tech companies on understanding the legal industry's distinct needs. In this episode, we’ll explore Clio’s remarkable journey from revolutionizing solo and small firm management to confidently stepping into the mid-market legal space. Join us for an insightful conversation on the evolution of legal practice management and the role technology plays in shaping the future of law. Stay tuned! Your host Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.  Our Guest  Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

    55 phút
  4. 19 THG 4

    TLH Ep. 38 This is The New Age of Testing! We talk Automation & AI with Nikao's QA Director Prav Gudipalli

    Hello everyone, and welcome to The Legal Helm! We’re excited to have you with us as we explore the latest trends, challenges, and innovations in the legal tech space. In today’s episode, we’re joined by Prav Gudipalli, Director of Quality Assurance at Nikao. Nikao has been a leader in implementing cutting-edge wealth platforms for major financial institutions, migrating billions in assets and hundreds of thousands of client accounts with minimal disruption. Prav brings over a decade of expertise in financial technology, specializing in platform quality engineering and wealth management systems. He has successfully led enterprise-scale migrations and built testing frameworks that enhance operational efficiency and drive revenue growth. In this episode, we’ll discuss how automation and AI are revolutionizing quality assurance in financial services, tackle key challenges, and look ahead to the future of testing. Stay tuned for an insightful conversation on the evolving world of legal tech! Your host Bim Dave is Helm360’s Executive Vice President. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.  Our Guest  Praveen Gudipalli is an ISTQB® Certified Test Manager with over a decade of experience in platform quality engineering and wealth management systems within the financial technology sector. He has led enterprise-scale migrations and developed robust testing frameworks for investment platforms, incorporating cutting-edge digital interfaces and white-label solutions that boosted operational efficiency and generated significant revenue across the wealth management industry. Praveen consistently redefines quality standards through strategic automation frameworks, leveraging tools like Playwright, Cypress, and AI-powered technologies.

    26 phút
  5. 22 THG 3

    TLH Ep. 37: Patsnap’s Matt Veale on AI and the Future of Intellectual Property Law

    Hello, Legal Helm listeners! Today, we’re excited to have Matt Veale join us—an experienced European Patent Attorney and UPC Representative at Patsnap. With a PhD and a background in computer science, Matt offers a unique perspective on the intersection of technology and intellectual property. At Patsnap, he helps businesses harness patent intelligence and AI-powered insights to shape successful IP and R&D strategies. In this episode, we’ll explore how artificial intelligence is reshaping IP law, the challenges, and opportunities it brings, and its impact on the daily work of IP professionals. We’ll also take a closer look at Patsnap’s cutting-edge AI solutions and how they are driving innovation in the field. Stay with us for an engaging and insightful conversation! Your host Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.  Our Guest  Matt Veale is a European Patent Attorney and the current lead patent lawyer at Patsnap. With a PhD and a background in computer science, he specializes in intellectual property strategies for software, bridging the gap between technology and IP. At Patsnap, Matt works to unlock detailed insights, helping to plan and create profitable IP and R&D strategies based on patent data - allowing organizations to drive innovation, optimize research, and enhance development strategies.

    29 phút

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The Legal Helm is Helm360's podcast on all things Legal + Tech. Each episode we explore topics like A.I., Application management systems, fully remote law-firm management, legal tech, AI Innovations, contracts automation and management, legal ops, legal education, legal ethics, law firms, remote work, and much much more.