
Hosted by Populus Radio, Robert Ambrogi · EN

The biggest deal of 2025 – in fact, the biggest deal ever in legal tech – was legal tech company Clio's acquisition of vLex for $1 billion. A global legal research company founded in Spain, vLex had, just two years earlier, merged with the U.S. legal research company Fastcase, and the union of those two companies – which also included the Docket Alarm trove of court docket data – had further accelerated the development of Vincent, vLex's generative AI technology. Now, with Clio's acquisition of vLex, comes a combustible combination that has the potential to unify the fuel of all that vLex legal research and docket data with Clio's cloud practice management technology to create an unprecedented, AI-driven platform that unifies both the business and practice of law. Against this backdrop, I sat down with Ed Walters, the founder and CEO of Fastcase, during ClioCon in October, to discuss the acquisition and its implications for the legal industry. Walters cofounded Fastcase in 1999 along with his former Covington & Burling colleague Phil Rosenthal. After Fastcase merged with vLex, he became vLex's chief strategy officer. Since the Clio acquisition, he is now Clio's vice president of legal innovation and strategy. Note: As of this recording, Clio had not yet closed its acquisition of vLex. The deal did finally close on Nov. 10. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Eve, taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

For legal technology company Clio, this was a particularly significant year, marked by major announcements – including its $1 billion acquisition of vLex – that many saw as transformative for the company. This was on full display at the company's ClioCon conference in October, where CEO Jack Newton gave a keynote laying out the company's vision for a new era of AI-driven legal work in which Clio becomes an "intelligent legal work platform" that serves not as a system of record, but as a system of action, powering lawyers through their workdays by automating much of what they do. In today's episode, recorded live at ClioCon, host Bob Ambrogi sits down with the two key executives leading Clio's product and technology vision: John Foreman, who joined as chief product officer in May, bringing experience from major SaaS companies including MailChimp and Podium, and Jonathan Watson, the chief technology officer who's been with Clio for eight years. They explore the company's ambitious vision to develop AI and expand into larger law firms, discuss how vertical software creates advantages for AI implementation, and explain why understanding the complete client journey enables more powerful automation. Foreman and Watson share insights on moving beyond simple chatbots to AI that can actually take action, the challenges and opportunities of expanding into the enterprise market, and what's next as they work to "finish drawing the owl." "We've started to draw the owl for folks," Foreman says, "and we're going to finish drawing the owl, and it's going to be a beautiful owl." Note: As of this recording, Clio had not yet closed its acquisition of vLex. The deal did finally close on Nov. 10. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Eve, taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

As new tools using generative AI promise to change the way we litigate and conduct discovery, what are the implications for day-to-day litigation workflows? On today's episode of LawNext, we feature a conversation with three guests about how law firms are navigating the urgency around gen AI adoption while staying grounded in practical realities. LawNext host Bob Ambrogi recorded this conversation at e-discovery company Everlaw's annual Summit in San Francisco, where gen AI was very much the talk of the conference — from new product announcements to candid discussions about how law firms are actually putting these tools to work. His guests are: Adam Borgman, senior associate in the labor and employment group at Vorys, Sater, Seymour and Pease. Julie Brown, director of practice technology at Vorys. Joshua Schnoll, Everlaw's chief marketing officer. They talk about how Vorys has taken a disciplined approach to mapping lawyers' workflows before plugging in AI, why understanding how your professionals currently work is the essential first step before adopting new technology, and how tools like Everlaw's newly released Deep Dive are helping attorneys find insights across millions of documents that they might never have discovered on their own – including, as you will hear, a rather unexpected story involving Tums. They also discuss the cost considerations around AI, the trust factor that still gives many lawyers pause, and what advice these experts have for firms that have not yet started experimenting with gen AI. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Eve, taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Legal technology company Clio recently released the 10th edition of its Legal Trends Report, its annual analysis of data and survey responses on legal practice and emerging trends, and this year's report ventured into new territory. For the first time, the report included a neuroanalytics study of legal professionals, analyzing electrical brain activity in legal professionals as they performed various work-related tasks, in order to paint a picture of their emotional strain and mental focus as they worked. For an in-depth look at this year's Legal Trends Report, its principal author, Joshua Lenon, lawyer in residence at Clio, sits down with LawNext host Bob Ambrogi for a conversation recorded live at the 13th annual ClioCon, Clio's annual conference, which was held this year in Boston. They discuss the results of this first-ever cognitive study, as well as the report's other key findings, including what it shows about: AI adoption and its relationship to law firm growth. Clients' expectations around lawyers' use of AI. How potential clients find lawyers. The correlation between technology adoption and long-term success. With Clio since 2012, Lenon is an attorney admitted to practice in New York who has focused much of his career on helping lawyers understand the benefits and risks of technology adoption within their practices. At Clio, he leads the development of the Legal Trends Report and contributes to legal scholarship and advancement, often speaking on law firm modernization, technology adoption, legal ethics and access to justice. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Eve, taking care of the tasks that slow you down so you can operate at your highest potential If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

This year’s ILTACON, which starts later this week, marks the second anniversary of Harbor, a global expert services company formed through the merger of three long-established legal consulting firms: HBR Consulting, LAC Group, and Wilson Allen, and that formally launched at ILTACON in 2023. The company, which counts among its clients some 80% of the 200 largest global law firms and 50% of the Fortune 500, has been making waves ever since, further expanding its services, making additional acquisitions, and scoring some notable hires to its executive team, all culminating in the news in June that it had received a majority investment from BayPine LP, a private investment firm devoted to driving digital transformation in market-leading businesses. Part of what makes Harbor particularly interesting is that it sits at the intersection of corporate law departments, law firms, and technology providers – helping all three get more value from their partnerships. A key focus of the company’s consulting services has been artificial intelligence and on helping organizations prepare their data and infrastructures to support the use of AI. Our guest today is the CEO of Harbor, Matt Sunderman, who before the merger was CEO of HBR Consulting and, earlier, president of its advisory services. In their conversation, Matt and host Bob Ambrogi explore Harbor's mission to provide legal departments with end-to-end solutions that span strategy, legal technology, operations, and intelligence. They also discuss the current state of digital transformation in legal – from the opportunities and obstacles around generative AI adoption to the surprising reality that many firms are still only 10 to 40 percent cloud-enabled, and Sunderman offers his perspective on what law firms and corporate legal departments should be doing today to prepare for the next decade. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

What happens when a Harvard-trained corporate lawyer, tired of copying and pasting contract language, starts reading about self-driving cars? In Shashank Bijapur's case, it sparked the creation of SpotDraft, a contract lifecycle management company that just raised $54 million in Series B funding and that counts major companies such as Airbnb among its customers. In this episode of LawNext, host Bob Ambrogi sits down with Bijapur, CEO and cofounder of SpotDraft, to explore his journey from White & Case associate to legal tech entrepreneur. It all began with that pivotal New Year's Eve moment – working on due diligence while eating Chinese food and reading about Elon Musk's self-driving cars – that made him realize something fundamental: Cars were driving themselves but lawyers were still stuck copying and pasting contract language. The conversation traces SpotDraft's evolution from its original version as an AI redlining platform to becoming a comprehensive CLM solution. Bijapur shares the hard-won lessons of pivoting when their initial AI approach proved only as accurate as a coin toss, and how co-building with early customers who believed in their vision helped shape the product into what it is today. They also dive deep into how generative AI is transforming contract management, get a preview of SpotDraft's new AI assistant called Sidebar, launching to the public next month, and discuss practical implementation challenges based on insights from SpotDraft's recent survey on AI adoption in legal departments. Looking ahead, they discuss where the CLM market is heading in the age of generative AI. Throughout the discussion, Bijapur reflects on the entrepreneurial journey itself – learning to sell when trained to be demure, developing an appetite for risk after being taught to be risk-averse, and discovering that every startup milestone brings new challenges that require completely different approaches. It's a candid look at both the technical and human sides of building a legal tech company. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today? If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

If generative AI was the biggest story in legal tech in 2023 and 2024, agentic AI is proving to be the most talked-about topic of 2025. Spurring this, at least in part, has been Thomson Reuters’ announcement of its forthcoming release of a new agentic version of CoCounsel, its AI legal assistant, that will be able to plan, reason and execute complex multi-step workflows for legal professionals. On this episode of LawNext, we will dive deep into this next generation of AI legal assistants with two guests who are at the forefront of this field, leading the development of CoCounsel’s next generation: Emily Colbert and Rawia Ashraf. Both joined Thomson Reuters back in 2013 through its acquisition of Practical Law, where they cut their teeth building practice-focused products for lawyers. Now, they are leading the charge on the evolution of CoCounsel into a new generation of agentic workflows, with Colbert overseeing CoCounsel’s litigation portfolio, while Rawia heading up product development for the transactional and corporate side. In today’s conversation, we'll explore how AI is moving beyond simple question-and-answer chatbots to become something more like a smart associate that can chain together multiple tasks, research cases, draft documents, and walk through complex legal workflows step by step. We'll also talk about the challenges of bringing cutting-edge technology to a profession that values precision and trust, learn more about what's coming this summer in CoCounsel’s next major release for legal professionals, and get Colbert’s and Ashraf’s thoughts on how all of this will reshape the practice of law. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?, If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

When legal research giant LexisNexis and legal AI giant Harvey announced a strategic alliance last month, legal tech commentator Richard Tromans called it “possibly the most important legal tech move in a decade.” On today’s episode of LawNext, we go deep into the partnership and its implications with Sean Fitzpatrick, CEO of LexisNexis North America, UK & Ireland. Through the partnership, LexisNexis will integrate its primary law content, Shepard's citations, and AI technology directly into Harvey's platform, and the two companies will jointly develop agentic AI workflows. The partnership comes on the heels of Harvey's remarkable Series E funding round, raising $300 million at a $5 billion valuation, in which RELX, LexisNexis's parent company, was a participating investor. So what drove this alliance? In his interview with host Bob Ambrogi, Fitzpatrick reveals it wasn't a boardroom strategy session that sparked this partnership, but rather customer demand from large law firms seeking the combined power of LexisNexis's authoritative legal content and Harvey's AI capabilities. Fitzpatrick talks about what this means for the future of legal AI, how it addresses the persistent challenge of hallucinations in AI-generated legal content, and whether we're witnessing the emergence of a new model for legal tech partnerships. He also shares insights from recent ROI studies showing dramatic productivity gains for both law firms and corporate legal departments using AI tools. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?, If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Supio, an AI-driven platform developed specifically for personal injury lawyers, has been generating a lot of buzz. On the heels of reporting record growth last year and raising $25 million in Series A funding in October, last month it raised another $60 million in a Series B round. But what do the lawyers who use the platform think of it? On today’s LawNext, we hear from one of those lawyers, as well as from the company’s cofounder and CEO. Our guests today are: Tyler Schneider, managing partner of the personal injury law firm TorHoerman Law. Schneider was an early adopter of Supio. He and his firm used it to help obtain a $495 million verdict against Abbott Labs in a case involving allegations that cow’s milk-based infant formula caused intestinal inflammation in premature babies. Jerry Zhou, the CEO of Supio who cofounded it in 2021 together with his childhood friend and coworker Kyle Lam after having held product management and engineering roles at Microsoft and Avalara. In their conversation with host Bob Ambrogi, Zhou and Schneider talk about the development of Supio, its real-world impact on plaintiffs’ lawyers, and their wish lists for further development of the product. They also share their thoughts on how AI is likely to reshape PI practice more broadly. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

When Chris Cartrett was named CEO of legal technology company Aderant in 2022, he did so with the mission of aggressively advancing a cloud-first strategy throughout the company’s suite of business and financial software for law firms. Given that Aderant is a nearly 50-year-old company with many customers who still use the on-premises version of its software, that was not an easy mission to fulfill. So three years later, what grade does he give himself in delivering on that mission? That is one of the questions I put to him during a special live LawNext interview. We recorded the interview at Aderant’s Momentum Global 2025 user conference in Dallas last month, where Aderant graciously allowed me to use its Studio A recording equipment it had set up at the conference for its own podcast. In a wide-ranging interview, Cartrett talks about his focus on the cloud, generative AI, and customer service, and why he believes all three are so important right now. He also talks about the company’s growth, reflected in the fact that 2024 was a record-breaking year for Aderant and 2025 is on track to be even stronger. We talk about the future of Aderant, the future of law practice, and the likely impact of generative AI, and I ask him how he uses gen AI in his own daily work. Cartrett first came to Aderant in 2014 from Thomson Reuters as senior vice president of strategy and growth and was promoted to executive vice president in 2017 before becoming president in 2021 and CEO in 2022.. A big thanks to Aderant for letting me use its recording studio and for providing me with the final recording. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.