Talent, Tech, and Tomorrow: The Week in Review
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The Week in Review - Talent, Tech & Tomorrow

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.

In This Issue:

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.

The Cowen Group — Executive Search for eDiscovery, Legal Operations, and Privacy
Navigating Uncertainty with Strategy

📈 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.

via www.mckinsey.com

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David

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.

AI in Legal Investigations

🤖 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.

via www.epiqglobal.com

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David

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?
AI in legal, talent flow

🤖 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

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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

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AI's Role in Legal Integrity

⚖️ 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?

via www.reuters.com

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