Reinventing Professionals

For the 2022 Ari Kaplan Advisors CEO Roundtable, I was fortunate to discuss market trends, business challenges, and potential solutions as we approach a new year with:   Haresh Bhungalia, CEO, Casepoint Dean Brown, CEO, IPRO Kelley Castell, CEO, ProfitSolv Dana Denis-Smith, CEO, Obelisk Support Eric Friedrichsen, CEO, Emburse Mark Hawn, CEO, Trustpoint.One Soumya Nettimi, CEO, Paradigm Joey Seeber, CEO, Level Legal Jerry Ting, CEO, Evisort Mark Williams, CEO, Magna Legal Services

I spoke with Brian Kenneally, CEO, and Peter Zver, Head of Revenue and Operations in North America, respectively for Bundledocs, a software tool for combining multiple types of documents into a single fully-indexed, paginated, and bookmarked PDF. We discussed the expansion of Bundledocs, PDF-as-a-Service, best practices for introducing new products to existing clients, and the importance of a partner ecosystem.

I spoke with Parkash Khatri, the Founder and CEO of Intrepid Managed Discovery, a provider of e-discovery, managed review, and deposition services. We discussed how the pandemic and industry consolidation has affected the way lawyers and legal professionals approach discovery, what distinguishes its approach, and how the e-discovery market will evolve in 2023.

I spoke with Olga Mack, the VP and CEO of Parley Pro at LexisNexis, an end-to-end contract lifecycle management platform. We discussed how Parley Pro's focus has evolved since its acquisition by LexisNexis, how Parley Pro's strategy aligns with LexisNexis's Connected World strategy, the benefits of combining Parley Pro’s Contract Lifecycle Management solution with CounselLink’s Enterprise Legal Management solution, and key contracts-related trends to track in 2023.

I spoke with Cristin Traylor, the Director of Law Firm Strategy Marketing at Relativity, a leading e-discovery review platform. We discussed her career change, how Relativity Fest 2022 adapted its programming to the evolving needs of law firms, ways that law firms are transforming their approach to technology, and how legal teams are expanding their use of e-discovery tools for broader enterprise use.

I spoke with Juan Ramirez, the founder and CEO of NSerio, a company that develops customized software applications for electronic discovery. We discussed the need for custom applications in e-discovery, the NSerio development process, and how custom development is evolving.

I spoke with Eric Friedrichsen, the CEO of Emburse, a provider of spend management software to law firms of all sizes. We discussed how the pandemic changed the way law firms and their finance teams manage spending and expenses, strategies that small-to-mid-sized law firms can use to optimize their spending on technology, and best practices for using expense management to contribute to a law firm’s growth.

I spoke with Steve Irons and Joe Scott, the President and Senior Director of Client Engagement, respectively, for DocSolid, maker of the Airmail2 Digital Mailroom and Digital Records Room solutions. We discussed how Airmail2 supports remote and hybrid workplace preferences, why the proper management of scanned material directly impacts a law firm’s security protocols, and the benefits of digital mailrooms.

I spoke with David Greenblatt, a Senior Account Executive at Rev, a provider of transcription services. We discussed the value of automated speech recognition in capturing the record in a deposition or court proceeding and where the digitization of court reporting is headed.

I spoke with Horace Wu, the Founder and CEO of Syntheia, a contract data search and analytics company. We discussed how improvements in natural language processing technologies have affected the way lawyers work with contracts and how that process will continue to evolve.