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In this week's issue: AI tools are cutting fact investigation costs by up to 80%, yet only 6% of
firms are passing those savings along to clients. Meanwhile, human lawyers are being sanctioned for
citing non-existent AI-generated cases and in some instances, courts are requiring them to notify
all clients and opposing counsel about the sanctions. And here’s a number worth pausing on: in the
tech sector, churn among top companies has been 40% higher over the past two decades than in any
other industry. Disruption is accelerating ... but so are the opportunities. But we're missing the
best part: your thoughts. Check out this week's news and then let me know what you
think in the comments.
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What’s AI really doing for legal discovery? I’ve been exploring this topic closely. On one hand,
these tools can reduce investigation time and cost by up to 80%. That’s real progress. However, some
legal professionals are stumbling over phantom citations and fabricated caselaw. Are we maximizing
AI’s value, or are we being misled? David A. Shargel at Reuters
raises this concern. Efficiency is important, but we shouldn’t automate our judgment. The future is
here, and we need to stay alert as we work alongside the machines.
Meanwhile, Sanjay Manocha from Epiq strongly advocates for AI as a
true legal teammate. And I agree with him. The key isn’t just adopting technology; it’s smart
integration. How do we incorporate AI into our workflows without disrupting them? That’s the
discussion. From McKinsey’s perspective on embracing uncertainty to the insightful
conversations on ethics in legal tech by Rok Popov Ledinski's podcast with guest
Jason Marett, a pattern is emerging: Innovation doesn’t wait. The professionals who
rethink their role, realign their workflow, and embrace disruption will lead, not just react. So I’m
considering: Are we shaping the AI wave, or merely trying to stay afloat? And what does a genuine
partnership with AI look like in our changing legal landscape? Let’s discuss this together.
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Navigating Uncertainty with Strategy
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📈 How smart
companies thrive amid uncertainty
Global uncertainty has more than doubled since the mid-90s. That kind of
pressure does strange things—it accelerates everything. Tech, AI,
geopolitics, and regulation. It’s constant motion. But here’s the thing: the
best companies aren’t waiting for stability—they’re using this chaos
intentionally. They’re leaning into disruption, turning shake-ups into
strategy. McKinsey lays out five high-impact moves that help future-proof
organizations. It comes down to rethinking your business model, allocating
capital with purpose, and building a habit of programmatic M&A. Adobe is a
great case study; it transitioned, transformed, and now it’s ten times
stronger than before.
- Since the mid-1990s, global uncertainty has nearly doubled. What’s
fueling this? Accelerating tech cycles, AI’s arrival at scale,
geopolitical tensions, and next-level regulatory pressure.
- We’ve seen a 40% increase in top-company turnover in the tech sector
between 2000 and 2023. Lots of churn. Translation: volatility isn’t a
phase—it’s a feature.
- 92% of companies are planning to scale up their AI investments over the
next three years—not just to adapt, but to lead through disruption.
- Adobe is a living blueprint of what’s possible. After radically shifting
its business model, it saw a 10x surge in market cap and gained 300
basis points in gross margin. That’s not luck—that’s execution.
So where does that leave us? In a time that demands strategic flexibility and
informed optimism. The question isn’t whether disruption will hit—it already
has. The real question is: do you have the team, the mindset, and the
playbook to move from “now” to “next”? Are you ready to use AI smartly,
pivot your business model wisely, and double down on capital allocation to
fuel resilience and earn leadership in your space? Let’s not just watch what
happens; let’s shape it, together.
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via
www.mckinsey.com
📖
Read Now
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David
Money alone won’t
buy you the kind of talent velocity and cultural
edge that comes from being a “learning
organization” in motion. That edge is built
through action.
- Talent
follows movement. The best
people are hunting for momentum. Your
willingness to act in uncertainty signals
confidence and creates gravity.
-
Experience is the new competitive
moat. Experiential knowledge is
built through sprints, pivots, and real-time
iteration and it can’t be copied,
outsourced, or shortcut.
- Uncertainty is
leverage. As McKinsey and HBR
both point out, times of uncertainty lower
internal resistance. That’s your window to
accelerate bold moves, reassign talent, and
reimagine business models.
This is the moment to build
teams that can thrive in ambiguity, navigate
disruption, and deliver when the path isn’t
clear.
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AI in Legal Investigations
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🤖 AI
Revolutionizes Legal Investigations and Productivity
AI is no longer theory; it’s reshaping how legal teams work with purpose,
speed, and precision. Discovery-heavy matters that once drained time and
budgets? That model is fading fast. Epiq reports AI can cut investigation
costs by 80% and deliver up to 45x productivity gains in data-centric
workflows. That’s not just efficiency. It’s leverage, giving lean teams
strategic insight they couldn’t access before. And when Harvard highlights
AI’s potential to dissolve silos and sharpen decision-making, it's a sign
we're moving from reaction mode to intelligent, proactive operations.
- AI isn't replacing fact-finding; it’s accelerating it, trimming up to
80% of time and cost while helping teams take on more complex,
high-volume workloads with clarity and confidence.
- Well-built AI workflows can boost document review productivity 45x. This
isn't just incremental improvement. It’s operational lift that frees
teams to focus on higher-order thinking.
- Harvard Business School research validates what we’ve been tracking in
the field: AI aligns fragmented teams, improves visibility, and opens
space for more thoughtful innovation work.
- Firms that embed AI early are positioning themselves for long-term
strength, moving from reactive clean-up crews to predictive engines for
legal operations and insight.
This wave is bigger than automation. It’s about redefining how work gets
done, how talent is activated, and where value lives inside the business of
law. Are we ready to trust our systems, and our teams, enough to let AI
augment us as collaborators? What happens to the role of the human lawyer
when expertise becomes scalable? The opportunity lives in the questions.
Let’s think out loud together.
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via
www.epiqglobal.com
📖
Read Now
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David
From my experience coaching legal professionals, AI
is not just about efficiency. It's a transformation.
A new teammate, if you will, that augments
decision-making and expertise. What this means for
your career: it's time to embrace the AI revolution.
The question is, are you ready for this change?
Let's redefine the role of human lawyers together,
shall we?
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AI in legal, talent flow
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🤖 AI and
the Legal Jungle Gym: Navigating Change
Here's something that caught my attention: the presence of AI in legal practice
isn't a fleeting trend—it's a transformation. But let's be clear, the path isn't
straightforward. Some are moving quickly, others are still at the starting point.
What we’re witnessing isn't just adoption—it's reinvention. Jason Marett, former AM
Law 100 attorney turned AI incubator leader, offers insights gained from direct
experience. In a recent episode of Rok’s Legal AI Conversations, he
provides a firsthand look at current developments and what's approaching.
In conversation with Rok, Jason explores what responsible AI adoption truly means.
Not just innovation for attention—but addressing tough issues like data integrity,
client value, and operational cost. That's where real impact lies. Still, the gap
can't be ignored. Midsize firms are hesitating. Why? If technology reduces hours and
clarifies complexity, why aren't those savings benefiting clients? Jason believes
it's a trust issue—a value conversation that hasn't been fully addressed. It's time
we have it.
What stood out...
- Relevance Across the Board: AI fits
everywhere. Yet, inertia still slows many midsize, research-driven firms.
- Mind the Data: Clean, structured
data is essential. Often, it’s the quiet foundation AI is built on.
- Tool Utilization: Clause
extraction, eDiscovery, content parsing—AI's already here. The real challenge is
understanding it well enough to use it effectively.
- Client Communication: We're still
learning how to talk about value—how to show where AI saves time, money, and
reduces risk exposure.
What it raises...
- How can midsize firms catch up strategically and
avoid being left behind?
- What will AI demand of legal ethics in the future,
and are we ready?
- Where do insurers fit into all this, and how do we
build the right risk posture?
- What kind of training creates real-world fluency,
not just theoretical understanding?
Rok and Jason aren't just discussing trends—they're outlining blueprints. Setting
the stage for what's next in our space. And Jason has been immersed in these
questions for a while. Let's learn from him. Let's think together. The demand and
flow of talent is already moving toward the future... Are we mapping those moves
with intention?
via
www.youtube.com
🎧
Listen Now
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When Legal Leaders Think Out Loud Together |
🎤 Inside
SOLID New York
What happens when you gather 200 of the brightest legal minds in one room and
give them permission to be honest? You get something rare: a day where
people stop performing and start thinking out loud together.
At SOLID New York, the conversation was less about tools and more about
transformation. Senior legal, operations, and technology leaders shared how
they’re tackling real-world change — quietly, strategically, and often
without a playbook. The theme that emerged was clear: the profession isn’t
just adapting to disruption; it’s rewriting what it means to lead.
The morning sessions traced a story arc that mirrored the industry itself.
Leaders spoke about the widening gap between those experimenting with AI and
those still waiting for certainty. They described how the modern General
Counsel has evolved — no longer defined by risk management alone, but by the
ability to translate data, technology, and strategy into measurable business
value.
In one discussion, a law firm leader described how embedding R&D into daily
operations is transforming innovation from a side project into a growth
engine. Another conversation surfaced the growing concern around data
integrity and AI-generated evidence — reminding everyone that technology
moves fast, but trust must move faster.
By afternoon, the mood had shifted from reflection to action. Conversations
around talent, visibility, and leadership made it clear that productivity is
no longer the destination — it’s just the starting point. True
transformation begins when teams step beyond efficiency and start
reimagining how legal actually powers the business.
The closing takeaway? Innovation doesn’t require permission
— it requires participation. Those who lean into curiosity, collaboration,
and community will define the next chapter of legal. And that’s exactly what
happened in New York: a room full of innovators, sharing hard truths and
bold experiments, building the business of law together.
Next stop: SOLID Atlanta, November 6. A new city, new stories, and
another chance to shape what’s next.
|
via The
Cowen Group
🚀
Sign Up For Atlanta
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AI's Role in Legal Integrity
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⚖️ AI errors
lead to legal sanctions
As we step into 2025, legal teams are navigating sharp corners. AI is
speeding up discovery work, no question about that, but we’re also seeing
lawyers sanctioned for unknowingly submitting AI-generated caselaw that’s
flat-out wrong. Fines, client alerts, reputational hits. It's not
theoretical anymore; it's happening. And it’s forcing the entire profession
to think harder about how we build systems of trust inside rapidly evolving
workflows.
- Yes, AI makes discovery faster and more scalable. But speed without
oversight opens you up to mistakes, missteps, and ethical gray zones.
- We’ve already seen it play out: cases like Johnson v. Dunn show
the real-world fallout when teams rely on unvalidated, AI-generated
citations.
- The guidance is clear. ABA Model Rule 1.1 demands technocompetence—know
the tools, know the risks. And Rule 5.3 puts the onus on lawyers to
supervise third-party tech like it’s part of their own team.
- Human intelligence has to stay in the loop. Transparency, review, and
accountability? Those are your friction points to keep discovery
defensible and the client relationship strong.
AI is transforming how teams tackle legal discovery, but this isn’t
plug-and-play. It’s about building a new type of workflow culture, one that
harnesses the future without compromising trust, confidentiality, or
professional ethics.
We need to create adoption patterns that are fast, smart, and responsible.
Can we design systems where lawyers lead—not follow—the AI? And what does
this moment demand from the rising talent who are living in the future right
now?
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via
www.reuters.com
📖
Read Now
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