

Reinventing Professionals
Ari Kaplan
The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
Episodes
Mentioned books

Mar 5, 2022 • 9min
The Value of Leveraging Productivity Automation Technology
I spoke with Alex Babin, the CEO of ZERO, a company that provides productivity automation software for law firms. We discussed why law firms are leveraging productivity automation technology, the tasks for which legal professionals should apply artificial intelligence, the company’s $12 million Series A investment round, and how the appeal of automation will evolve.

Mar 2, 2022 • 13min
Enhancing the Value of Practice Management Technology
I spoke with Chris Cartrett and Raphael Shure, the CEO and COO, respectively, for Aderant, a developer of practice management software for legal professionals. We discussed why legal teams are increasingly focused on leveraging technology for practice management, how the pandemic impacted the way law firm leaders manage their teams and operations, Aderant’s acquisition of American LegalNet, and the most promising areas of legal in 2022.

Mar 1, 2022 • 13min
Implementing Standards for the Access and Availability of Global Intellectual Property Office Laws and Data
I spoke with Nehal Madhani, the founder and CEO of Alt Legal, the developer of a cloud-based IP docketing software platform that helps legal professionals prepare and manage their IP filings. We discussed how legal technology companies can adapt to a changing legal climate, growth opportunities, the appeal of automating legal tasks, Alt Legal’s acquisition of Towergate, and the launch of the International Intellectual Property Standards Organization.

Feb 26, 2022 • 8min
Selling a Legal Technology Company
I spoke with Erez Bustan, the former CEO of American LegalNet, a leading docketing and litigation management software developer, which Aderant recently acquired. We discussed the sale of American Legalnet, the factors that an entrepreneur should consider when deciding whether to sell a legal technology company, and future opportunities for innovation in legal.

Feb 22, 2022 • 11min
The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market
I spoke with Sang Lee, the CEO and co-founder of Thine, a technology company that develops and deploys pre-hiring and integration assessments. Sang is a lawyer and entrepreneur who has also owned and operated SJL Attorney Search and Volta Talent Strategies. We discussed Thine’s new report, The Rise of Innovation in the Recruitment of Lawyers in a Hyper-Competitive Market, how the pandemic has impacted law firm talent management, ways that technology can help law firms hire and retain talent, and where law firm innovation is headed.

Feb 19, 2022 • 10min
Aligning CRM With Profitability and Financial Performance
I spoke with Jennifer Whittier, the president of Cole Valley Software, developer of the ContactEase CRM platform, and Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide, which has just announced its acquisition of Cole Valley Software. We discussed how the acquisition and inclusion of ContactEase in SurePoint’s portfolio will empower its customers, and how customer relationship management aligns with profitability and financial performance.

Feb 18, 2022 • 10min
How Law Firms Can Align Their Brands and Reputations
I spoke with Bill Coletti, the founder of Kith Crisis Management and the author of Critical Moments, The New Mindset of Reputation Management. We discussed the difference between crisis management and crisis prevention, how law firms can align their brands and reputations, and how crisis management is evolving in a tech-enabled hybrid work environment.

Feb 10, 2022 • 20min
Sustaining Law Firm Growth and Profitability in 2022
I spoke with Gretta Rusanow, the head of advisory services in Citi’s law firm group and a managing director with the bank. We discussed the 2022 Citi Hildebrandt Client Advisory, how the expected return to the office for most firms in the first quarter of the year will impact their growth, and ways that law firms can sustain their success.

Feb 5, 2022 • 16min
How Entrepreneurs and Leaders Can Maintain Momentum in this Uncertain Market
I spoke with Kim Neeson, the founder of Neesons, a Canadian court reporting firm that Veritext acquired in 2019. She recently launched Kim Neeson, Coach, Consultant, Mentor, which provides entrepreneurial and leadership coaching with an emphasis on mid-career women, and we discussed entrepreneurial challenges, the benefits of coaching for an entrepreneur, and how entrepreneurs and leaders maintain momentum in this uncertain market.

Feb 3, 2022 • 10min
The Most Challenging Aspects of E-Discovery for Legal Professionals in 2022
I spoke with Kelly Twigger, the principal of ESI Attorneys, a law firm focused on supporting e-discovery matters, and the developer of E-Discovery Assistant, an online practice resource used by lawyers and legal professionals in law firms, corporate legal departments, and government agencies involved in e-discovery. We discussed the aspects of e-discovery that are most challenging for legal professionals in 2022, opportunities for streamlining the process, and how the approach to e-discovery has changed due to remote work.


