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The value of embracing roles outside our comfort zone


I recently became the Educational Co-Chair of ILTA‘s (International Legal Technology Association) EVOLVE Conference. I ended up in this role because my ambition for myself and my organization required me to wander outside my comfort zone. Yet, along the way, I’ve enjoyed building a community of fellow travelers—professionals in the legal industry who are climbing into the trenches to help build the first iteration of our cross-functional future. By helping each other, we all benefit.

In the spirit of community building, this post announces the (First Annual) ILTA EVOLVE. Relatedly, I will also share some of the details of my own cross-functional journey, which provide answers to three questions: Continue Reading Cross-functional is our future (351)


Legal technology is slowly becoming core to the legal business. It’s time to commit to a cross-functional team approach.


In the legal profession, attorneys with specialized subject matter expertise (e.g., discovery, trial work, corporate transactions, appellate, regulatory, and many others) provide tremendous value to their clients.  Similarly, technologists supporting the legal profession typically include accomplished programmers, skilled engineers, application experts, integration specialists, security ninjas, and the like. In both disciplines, specialized expertise is incredibly valuable.   

The premise of this post is that individual capabilities and excellence (either legal or technical) standing alone are not enough to ensure long-term, sustainable success.  No superstar technologist or lawyer is equipped to do it all, as there are too many specialties and functional roles which need to be filled.  Rather, a better approach is to construct team-based, cross-functional units that offer greater operational efficiency while building in layers of redundancy that reduce the potential for surprises, errors, or disruption.  Cf Post 323 (Patrick McKenna’s “rules of engagement” for high-performing legal teams).
Continue Reading The expanding role of technology in the law firm business model (338)


An effort to close the communication gap between legal technologists and the lawyers and called legal professionals they serve.


This post is for lawyers and allied legal professionals who are not legal technologists but want to understand some of the basic principles of constructing and operating an effective litigation management system.

The development of legal profession software —more specifically the forging of sophisticated litigation matter management systems, has been one of my core vocational functions for a period of time far longer than I wish to admit.  See Post 108 (discussing my initiation to legal in the legal department of Bristol-Myers Squibb).   It is particularly important to master and adopt advanced software of this nature when attempting to manage some of the more expansive civil litigation issues of our time (e.g., Roundup, Juul)
Continue Reading Best practices for effective litigation tracking systems (316)


Standard processes deliver efficiency and risk management. Personal touch ensures effectiveness.  In our business, we need both. 


While the legal and technology professions may seem diametrically opposite in many ways, certain functional elements of the roles executed by lawyers and technologists are, perhaps surprisingly, similar. 

One example is how both professions have standards or methodologies for stepping through defined processes.  Like most conventions, these structured practices are in place for very good reasons, having been tested over time to deliver results that are predictable within a narrow band of risk. Of course, whether a lawyer or technologist, the skilled technician also understands that there will be circumstances that occasionally warrant a personal touch. 
Continue Reading Standard processes and the occasional personal touch: the common ground of lawyers and technologists (294)


An emerging role in legal tech companies that ties together sales, marketing, and customer success.


At Legal Evolution, we often return to the above “five stages of evolution” graphic as a reminder that the legal industry has entered a period of profound tumult and uncertainty.

The tumult is driven by the cost, quality, and service delivery advantages of systematized & packaged legal solutions, which has set off a gold rush in legal tech. See Post 255 (Zach Abramowitz tracking legal tech investment).  The uncertainty is driven by the need for new business models combined with the lack of established, sales channels that enable end-users to buy with confidence.  Cf Post 279 (Jae Um observing that legal vertical is composed of multiple markets that are both fluid and segmented in nonobvious ways).

Well, what about solutions—is anything on the horizon?
Continue Reading How Chief Revenue Officers are making legal tech better (284)


Making lemonade out of lemons.


It’s sometimes hard for those of us working in professional services or the legal profession to fully and completely walk in the shoes of our clients.   Sometimes it takes a bit of real-world experience to get us there. 

My spouse, Mila Jones (we call her Miles), was recently involved in a controversy that had the potential to result in class-action litigation involving several sophisticated parties.  As a loving and supportive spouse whose household was personally affected by the alleged wrong—and someone who earns his living in the litigation business—I had the experience of walking in the shoes of a prospective client.  And no surprise, it was eye-opening.
Continue Reading My walk in the shoes of a prospective client (254)


Going long on our professional relationships.


Like many things in the world, the one-two punch of automation and the pandemic have vastly altered the landscape of professional networking.  To a great extent, building relationships in the clubhouse after a glorious afternoon on the links or while sipping a Woodford while awaiting your grilled branzino has been replaced, at least temporarily, with the likes of Zoom, Microsoft Teams and, of course, the business networking platform LinkedIn.

Some in the legal industry may welcome this sudden and stark shift, while other wish we could return to the ways things worked pre-pandemic. Alas, with COVID getting under control, we are finally in a position to construct a new normal that includes a heightened appreciation for technology.
Continue Reading One legal professional’s systematic approach to LinkedIn (234)

Source: Legal Evolution PBC


T-shaped professionals building one-to-many legal solutions


If you’re a lawyer, is it worth your time to read a detailed post on the development and deployment of high-quality legal software?

Let’s rephrase the question: Do you want to develop sticky and rewarding client relationships while also developing new—and potentially large—revenue streams that have nothing to do with billing more time?
Continue Reading Strategies supporting the development and deployment of high-quality legal software (221)