Welcome to The Geek in Review, where podcast hosts, Marlene Gebauer and Greg Lambert discuss innovation and creativity in legal profession.
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Philip Young of Garfield.AI: The World’s First AI Law Firm Gets the Green Light
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49:56On this episode of The Geek in Review, we welcome Philip Young, co-founder and CEO of Garfield AI, the first AI-powered law firm approved for practice by the UK’s Solicitors Regulation Authority (SRA). The episode kicks off with a discussion of recent stories that explore AI’s evolving role in legal proceedings, such as avatars testifying in court …
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Solving Mobile Discovery with ModeOne’s Matt Rasmussen
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34:01This week we sit down with Matt Rasmussen, Founder and CEO of ModeOne, to dive into the evolving challenges and solutions around mobile device discovery. What started as a frustration-fueled “passion project” has grown into a powerful, cloud-based legal tech tool that dramatically speeds up mobile data collections while safeguarding user privacy. R…
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Episode 300: 2025 CounselLink Trends Report with Kris Satkunas and Toby Brown
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40:54For the 300th episode of The Geek in Review, we celebrate in true “three geeks” fashion by bringing back two familiar voices: Kris Satkunas, Director of Strategic Consulting at LexisNexis, and legal pricing expert Toby Brown, CEO at DV8 Legal Strategies. Kris joins to walk through highlights from the newly released 2025 CounselLink Trends Report, a…
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Laura Clayton McDonnell on Legal Technology, AI, and Corporate Transformation at Thomson Reuters
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42:18
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42:18This week, we welcome Laura Clayton McDonnell, President of the Corporates Business Segment at Thomson Reuters. Laura shares her inspiring journey from corporate securities law to executive leadership at top technology companies, including Apple, Cisco, IBM, Microsoft, and now Thomson Reuters. She discusses how her Silicon Valley upbringing and her…
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Kenzo Tsushima of Morae on Innovation, Change Management, and Servant Leadership
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40:13
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40:13This week, we sit down with Kenzo Tsushima, Managing Director of Mind Factory at Morae, to discuss how AI is transforming legal operations and consulting services. Kenzo shares his unique career journey, blending a passion for technology with legal expertise, and highlights why the legal industry is positioned to leverage AI advancements more quick…
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Charting the Three Waves of Legal AI Transformation with Thomson Reuters' Raghu Ramanathan
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42:25
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42:25This week we welcome Raghu Ramanathan, President of Legal Professionals at Thomson Reuters, for an insightful discussion on the profound impact of Artificial Intelligence (AI) on the legal industry. Raghu shares why he believes the legal sector, alongside healthcare, stands at the forefront of the AI revolution. His journey into the legal tech worl…
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Beyond the PDF: Patrick Waldo on Structuring Data for Security and Efficiency
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47:59In this week’s Geek in Review, we sit down with Patrick Waldo, CEO of Unicorn Forms and proud Houstonian, to explore the intersections of data, document automation, and legal tech innovation. From the vibrant startup culture at Houston's ION and the Capital Factory's SXSW House event to the regulatory grind of form design, Waldo shares how his jour…
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RAG is Not Dead: Josef's Sam Flynn on Legal Tech That Works
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41:36This week, we sit down with Sam Flynn, COO and co-founder of Josef, to separate substance from hype in the rapidly evolving world of legal tech. Sam shares his passionate stance that “RAG is not dead,” defending Retrieval-Augmented Generation (RAG) as a foundational and still deeply relevant method for deploying AI in the legal industry—despite the…
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Front-Stabbing the Future: AI, Law, and the Global Unraveling of Rules with Sean West
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47:04
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47:04This week we sit down with Sean West—co-founder of Hence Technologies and author of Unruly: Fighting Back When Politics and Law Upend the Rules of Business. Together, they explore the shifting fault lines where law, technology, and geopolitics collide. From the growing reliance on generative AI in legal work to the erosion of rule of law and the em…
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Exploring AI-Powered Litigation with FileRead's Chan Koh and Justin Brownstone
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31:47This week we welcome Chan Hee-Koh, CEO and co-founder, and Justin Brownstone, Strategic Partnership Lead at FileRead. As legal professionals and tech enthusiasts gear up for LegalWeek, the conversation starts with some lighthearted banter about the best places to visit in New York—including a passionate endorsement of Angelina in Paris' hot chocola…
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Beyond Legal Research: Ed Walters on vLex's Next Big Leap in Law
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48:33This week, we welcome back Ed Walters, Chief Strategy Officer at vLex, to discuss the latest advancements in legal AI. The conversation covers the evolving role of AI in legal research, the integration of multimodal AI capabilities, and the ethical considerations surrounding the technology. With the rapid pace of innovation in AI-powered tools, Wal…
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A Deep Dive into Legal Tech Investment with TLTF's Zach Posner
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36:36This week on The Geek in Review, we welcome Zach Posner, co-founder and managing director of The Legal Tech Fund. Zach brings a dynamic mix of first‐hand experience and visionary insight into the world of legal tech investments. The conversation kicks off with a discussion of recent high-profile funding rounds—such as Harvey’s $300 million raise—an…
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Exploring Legal Tech Innovations at ILTA Evolve 2025 with Josh Smith and Ken Jones
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29:28In this episode of The Geek in Review, we welcome back Legal Tech and Security industry experts, Ken Jones and Josh Smith, to discuss the upcoming ILTA Evolve Conference. Reflecting on last year’s focus on AI potential, we discussed how the legal tech landscape is shifting towards practical applications of artificial intelligence and cybersecurity …
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Leveraging Behavioral Science in Legal Tech: Wendy Jephson of Let's Think
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36:05This week, we sit down with Wendy Jephson, CEO and founder of Let's Think, to explore how behavioral science is revolutionizing knowledge management and decision-making in legal organizations. Drawing from her extensive experience at NASDAQ and in legal tech, Jephson shares valuable insights into capturing tacit knowledge and improving critical thi…
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The Fund XX's Gabriela Isturiz on AI, Scaling, and Empowering Women Entrepreneurs
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53:50
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53:50This week, we welcomeGabriela “Gaby” Isturiz—a serial entrepreneur, legal tech pioneer, and co-founder ofThe XX Fund. Gaby’s impressive background includes building multiple high-growth SaaS companies that were acquired by Fortune 500 firms, and her transition into venture capital has fueled a mission to support women-led startups. The conversation…
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Unlocking Your Power Zone: Karen & David Skinner on Thriving in Legal Practice
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59:34This week we welcome back Karen Dunn Skinner and David Skinner, founders of Gimbal Consulting, to discuss a revolutionary approach to legal efficiency. Their latest book, The Power Zone Playbook for Lawyers, provides a step-by-step guide to optimizing legal workflows, enhancing productivity, and preventing burnout. With over two decades of experien…
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The Evolution of AI in Legal Tech: A Conversation with ContractPodAi's Atena Reyhani
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36:05This week, we are joined by Atena Reyhani, Chief Product Officer at ContractPodAi, for an engaging discussion on the intersection of AI innovation and the legal industry. Atena brings her deep expertise in AI-driven product development and shares insights into the trends shaping legal technology and how ContractPodAI is at the forefront of this tra…
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From Workflow to Innovation: Bloomberg Law Answers and AI Assistant with Bobby Puglia
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26:39This week we welcome Bobby Puglia, Chief Product Officer at Bloomberg Industry Group, to discuss Bloomberg Law's latest generative AI-powered tools: Bloomberg Law Answers and Bloomberg Law AI Assistant. Bobby provides an insightful look into how these tools are designed to revolutionize legal research by making it faster, more intuitive, and seamle…
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Patrick Ip: How Theo AI is Redefining Legal Predictions
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44:38This week, we kick off the new year with Patrick Ip, co-founder and CEO of Theo AI. Patrick joins the podcast to discuss his journey from Google to entrepreneurship and how his company is leveraging AI to transform legal workflows. As the legal industry begins to embrace AI, Patrick shares his unique perspective on opportunities, challenges, and th…
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Summarizing Success with Summize's Tom Dunlop and Laura Proctor
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40:33This week, Greg Lambert sits down with Tom Dunlop, CEO and founder of Summize, and Laura Proctor, Chief Marketing Officer, to explore the evolution and impact of Summize in the contract lifecycle management (CLM) space. From its innovative beginnings to its strategic positioning in a competitive market, this discussion unveils the strategies, chall…
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50 Episodes of Legal Innovation and a Chat with Google NotebookLM
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43:18In this special year-end episode of The Geek in Review, Greg Lambert takes listeners on a unique journey through the past year’s 50 episodes, all with the help of Google’s NotebookLM audio overview tool. Inspired by Josh Kubicki of the Brainyiacs Newsletter, Greg experiments with this cutting-edge AI tool to synthesize and discuss the key themes, g…
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Sarah Glassmeyer and Niki Black on Legal Tech in 2024 – Highlights, Hiccups, and Hopes for 2025
53:21
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53:21In this year-end episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert are joined by legal tech experts Niki Black, Principal Legal Insight Strategist at AffiniPay, and Sarah Glassmeyer, Director of Data Curation at Legal Technology Hub, to recap the top stories of 2024. From the evolution of generative AI in legal tech to groundbre…
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Harnessing AI for Litigation: Mark Doble on Alexi’s Next Evolution
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40:55This week on The Geek in Review, we sit down with Mark Doble, Co-Founder and CEO of Alexi, to discuss the state of AI-driven tools in the legal industry and how they are evolving to meet the needs of modern litigation practices. The conversation begins with a timely debate on measuring productivity in remote work settings. Doble, coming from a back…
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Communication, AI, and the Human Side of Law: Insights from Smokeball’s Jane Oxley
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41:16
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41:16This week we welcome Jane Oxley, Chief Revenue Officer at Smokeball, to discuss the pivotal role of communication in legal organizations and how AI is transforming legal practice management. While normally in Australia, we were lucky enough to find Jane while she was working in Chicago, Jane shares her global perspective on communication challenges…
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Revolutionizing Due Diligence: Elena Tsalanidis and Justin Hansky From Deeligence
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40:13This week, we talk with Elena Tsalanidis and Justin Hansky, co-founders of Deeligence, a revolutionary due diligence workflow tool. Hailing from Australia, this dynamic duo delves into the challenges of traditional due diligence processes and how their AI-powered platform aims to streamline and optimize legal workflows for greater efficiency and ac…
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Democratizing Law with Descrybe.ai's Kara Peterson and Rich DiBona
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48:57
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48:57[Ed Note: We were holding off on publishing this episode because we were waiting on the official announcement that Kara Peterson and Rich DiBona of Descrybe.ai were the Silver Anthem Award winners in Best Use of AI from the International Academy of Digital Arts & Sciences! Congratulations to Kara and Rich for the prestigious award! - GL] In this ep…
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Tom Martin on LawDroid's Impact in Legal Tech
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32:47This week we welcome Tom Martin, founder of LawDroid, a pioneering AI platform aimed at transforming legal workflows through automation and no-code solutions. Tom shares his journey from practicing law to creating LawDroid, which supports legal professionals with tools designed to streamline tasks, enhance client communication, and automate documen…
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Revolutionizing Legal Talent Management: Laura Leopard and Phil Flora on PROWESS from Leopard Solutions
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31:14
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31:14This week we welcome back Laura Leopard and Phil Flora from Leopard Solutions to discuss their latest innovation, the PROWESS platform. This newly launched tool aims to transform the way corporate legal departments manage and evaluate their relationships with outside counsel. As Leopard Solutions embarks on this new phase after its acquisition by S…
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Tim Follett on Legal Data Visualization and Structure Flow
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39:27
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39:27This week we welcome Tim Follett, the founder and CEO of Structure Flow, a visual structuring tool designed specifically for lawyers. The conversation begins with a light-hearted discussion about recent events each attended. Greg shares his experience at the KM&I conference in New York, while Tim recounts his time at the Legal Geek conference in Lo…
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Designing the Future of Law: Inside Faegre Drinker's Legal Design Lab Relaunch
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1:00:37This week, we talk with a team of innovation leaders from the law firm Faegre Drinker. The guests included Shawn Swearingen, Chief Innovation Officer; David Gross, Design Lab co-founder; and Ruben Gonzalez, Design Lab Director. The discussion centered around the relaunch of Faegre Drinker's Legal Design Lab in Scottsdale, Arizona, exploring its ori…
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Bridging Legal Practice and AI: K&L Gates and AltaClaro Innovate Legal Training
58:44
58:44
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58:44In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert are joined by Carolyn Austin, Director of Practice Innovation at K&L Gates; Brendan McDonnell, Partner at K&L Gates; and Abdi Shayesteh, CEO of AltaClaro. The conversation delves into innovative legal education strategies and the integration of generative AI in legal prac…
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Inside MinterEllison: A Case Study in Copilot Adoption with Amber O'Meara and Tim Andrews
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46:34This episode of "The Geek in Review" explores MinterEllison's strategic adoption of Microsoft Copilot, delving into the practical implications and challenges of implementing generative AI within the legal industry. Guests Amber O'Meara, Head of Innovation, and Tim Andrews, Director of IT Operations, discuss the firm's multifaceted approach to gener…
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Unveiling Lexis Protégé's Personalized AI Revolution With Serena Wellen
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55:08This week, we welcome back Serena Wellen, Vice President of Product Management at LexisNexis Legal and Professional, to discuss the newly launched Lexis Protégé tool. This advanced AI assistant is designed to enhance legal professionals' workflows by personalizing responses based on individual user profiles, including practice areas, jurisdictions,…
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From Innovation Theater to Real Change with InfoDash's Ted Theodoropoulos
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43:10This week, we sit down with Ted Theodoropoulos, CEO of InfoDash and host of the Legal Innovation Spotlight podcast. Ted brings over 25 years of experience in legal technology and has been instrumental in developing platforms that enhance collaboration and knowledge management in law firms. During the conversation, Ted shares the origins of InfoDash…
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vLex’s Autumn ’24 Update: Show and Tell with Ed Walters
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37:37This week we talk with Ed Walters from VLex to explore the Autumn 2024 release of VLex’s Vincent AI platform. Ed discusses a series of transformative updates that are turning Vincent AI from a legal research tool into a comprehensive platform that integrates drafting, transactional, and research tasks. These updates include new workflow tools, redl…
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Building Better Lawyers: Rachael Bosch on Brain-Based Coaching and Communication in Law Firms
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47:26This week, we sit down with Rachael Bosch, the founder and managing director of Fringe Professional Development, to discuss the importance of communication and leadership development within the legal industry. Rachael, with her extensive background in law firm talent management and certifications from prestigious institutions like the NeuroLeadersh…
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Transitioning Away from Your Multi-Million Dollar Practice: Douglas J. Wood
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33:46In the legal profession, success is not solely about winning cases but also about building a sustainable practice that endures the test of time. Douglas J. Wood, a veteran entertainment and media lawyer, underscores this in his latest book, From Dawn to Dusk. Wood shares valuable insights on the importance of strategic planning for lawyers and offe…
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AI, Market Dynamics, and the Future of Legal Services with Harbor's Zena Applebaum
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21:47This week, we bring back our original TGIR podcast guest, Zena Applebaum. Zena is now the Senior Vice President of Market Development at Harbor, and we discuss the ongoing transformation driven by technological advancements and strategic shifts. Her insights provide a valuable perspective on the challenges and opportunities facing legal professiona…
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A New Chapter for Legal Tech Hub: Nikki Shaver, Cheryl Wilson Griffin, and Jeroen Plink
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33:54This week, we talk about an exciting development in the legal technology industry: the acquisition of Legal Tech Consultants by Legal Technology Hub. We bring in the key players involved in this strategic move, including Nikki Shaver, Jeroen Plink, and Cheryl Wilson Griffin. The trio share their insights into the motivations behind the acquisition …
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Training AI to Mentor Like a Partner: Insights from Dr. Megan Ma
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34:42This week on The Geek in Review, we discuss the future of legal technology with Dr. Megan Ma, a distinguished research fellow and Associate Director of the Stanford Program in Law, Science, and Technology at the Stanford Center for Legal Informatics, also known as Codex. Dr. Ma's groundbreaking work in integrating generative AI into legal applicati…
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Inside Flatiron's Flat-Rate M&A Model with Conrad Everhard
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49:03This week, we sit down with Conrad Everhard, founding partner of Flatiron LLP, a pioneering law firm that has revolutionized M&A services with their innovative flat fee model. Conrad shares the fascinating origin story of Flatiron, its unique approach to legal services, and the challenges and successes they've encountered along the way. Everhard re…
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The Evolving Role of Training and Professional Development in the Legal Industry
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1:01:02This week, we discuss the evolving landscape of professional development and training within the legal industry. With a special focus on innovative methods and technological advancements, this episode features insights from three distinguished guests: Adam Stofsky, CEO at Briefly, Ian Nelson, Co-Founder of Hotshot, and Caitlin Vaughn, Managing Dire…
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Can AI Bring Both Speed and Accuracy: Josh Broyde of AI21 Labs
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37:06This week, we are joined by Joshua Broyde, PhD and Principal Solutions Architect at AI21 Labs. Broyde discusses AI21 Labs' work in developing foundation models and AI systems for enterprise use, with a focus on their latest model, Jamba-Instruct. Josh explains the concept of foundation models and how they differ from traditional AI models. He highl…
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Catching Up on Tech and Travels - TGIR Ep. 260
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45:33In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert sit down for a one-on-one conversation to catch up on their recent vacations and discuss some of the latest developments in the legal industry. Marlene shares her experience in Hawaii, where she enjoyed beautiful beaches, a nature preserve, and delicious local cuisine wit…
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The Current and Future State of AI Policies with Neil Chilson and Travis Wussow
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45:12Since Greg Lambert is on vacation, we wanted to share an episode of Future Ready Business podcast, which Greg also produces. Art Cavazos and Courtney White from Jackson Walker, LLP, interview Neil Chilson, Head of AI Policy at the Abundance Institute, and Travis Wussow, regulatory and governmental affairs lawyer Partner at JW. Neil and Travis had w…
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Leading, Innovating, and Transforming: Insights for the 2024 AALL Annual Conference - June Liebert and Cornell Winston
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35:06This 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 S…
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Avvoka's Innovative Approach to Document Automation and the Impact of Generative AI - Giles Thompson and Jun Choi
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34:33In 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. Avvok…
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Exploring the Subscription-Based Legal Services Model with Mathew Kerbis and Jack Shelton
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46:34In 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 …
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vLex Integrates Vincent AI with iManage and Automates Docket Ingestion with Docket Alarm
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29:28In 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…
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Catching Up on AI Agents, and Agentic Processes
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32:46In 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-…
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