The Legal Helm
The Legal Helm is a podcast from Helm360 that explores the intersection of legal practice and technology. Episodes cover topics such as artificial intelligence, application management systems, remote law firm management, and legal tech innovations. It also discusses contract automation and management, legal operations, legal education, and legal ethics. The show examines how law firms and legal professionals can adapt to remote work and evolving tools.
Episodes
TLH Ep.54 Why Technology Investments Fail Without Change Management
Hello, The Legal Helm listeners.Today’s episode explores a critical part of technology transformation that can often determine whether a major investment truly delivers value: change management.We’re pleased to welcome Emily Thomas, founder of Sync Consulting, a firm that helps law firms successfully implement and optimize financial and practice management systems, including platforms such as Elit
TLH Ep.53 The Law Firm Model Is Changing—Here’s What Comes Next
Hello, Legal Helm listeners.Today’s episode explores a question that is becoming increasingly important across the legal industry: how will AI, technology, and changing client expectations reshape the future of legal services?We’re pleased to welcome Bjarne Tellmann, an internationally recognized legal and business leader, speaker, and author whose work sits at the intersection of legal services,
TLH Ep.52 Building a Law Firm That Outlives Its Founders
Hello, Legal Helm listeners.In today’s episode, we’re joined by Ivy Slater, CEO of Slater Success—a consulting, coaching, and training company that helps business owners and leadership teams design strategic growth plans, scale with purpose, and build succession strategies that support long-term legacy.Ivy is also the author of Best of the Best: Lead Boldly, Scale Rapidly, Create Your Legacy, as w
TLH Ep.51 Rethinking Time in Professional Services: How AI Is Transforming Knowledge Work with Kourosh Zamani
Hello, Legal Helm listeners. Today’s episode features a conversation at the intersection of artificial intelligence, professional services, and the future of knowledge work. For this episode, we’re pleased to welcome Kourosh “KZ” Zamani, co-founder of Laurel, an AI platform helping professional services firms rethink one of the most fundamental aspects of their business: time itself. Laurel appli
TLH Ep. 50 Building Legal Teams for Growth: Lessons from Nextdoor’s CLO
Hello, Legal Helm listeners.Today’s episode marks a special milestone as we celebrate the 50th episode of The Legal Helm, where we explore the evolving intersection of law and technology.For this milestone conversation, we’re pleased to welcome Sophia Contreras Schwartz, Chief Legal Officer at Nextdoor. Sophia oversees Nextdoor’s legal function across product, regulatory compliance, commercial ope
TLH Ep.49 Elite CEO Mark Dorman on The Strategy Behind Modern Legal Transformation
Today on The Legal Helm, we’re joined by Mark Dorman, CEO of Elite.Mark’s career has been shaped by leading large-scale transformation across global organizations—helping businesses navigate complex market change while scaling SaaS platforms and driving innovation through technology.At Elite, he is currently leading one of the most important evolutions in legal technology, guiding the company thro
TLH Ep. 48 AI Is Rewriting the Rules of Law Firms. Are You Ready?
Hello, Legal Helm listeners!Today’s episode explores one of the most transformative forces shaping the legal industry today—artificial intelligence. AI is no longer a distant concept or industry buzzword; it is actively redefining how law firms hire, train, structure their teams, and deliver value to clients.We’re pleased to welcome Michael McCready, Managing Partner of McCready Law, a nationally
TLH Ep.47 Hamid Kohan on The New Blueprint for Law Firm Growth
Hello, Legal Helm listeners!Today, we’re excited to welcome Hamid Kohan, President and CEO of Legal Soft, a company helping law firms scale through virtual staffing, automation, and modern operational support.With a background in software engineering and extensive experience in Silicon Valley, Hamid brings a unique perspective to legal industry transformation. Since founding Legal Soft, he has foc
TLH EP.46 Justice, Technology, and Second Chances: Expanding Access with LegalEase
Hello, Legal Helm listeners!Today, we’re pleased to welcome Roger Roman, co-founder and COO of LegalEase, a company operating at the intersection of justice, technology, and opportunity by helping individuals clear their criminal records and move forward with their lives.Roger began his journey at Howard University and has since become a serial entrepreneur and creator who brings together design,
TLH EP.45 IP Strategy, Legal Innovation, and the 5th Industrial Revolution
Hello, Legal Helm listeners!Today, we’re honored to welcome David Carstens, founding partner at Carstens, Allen & Gourley, and a nationally recognized leader in intellectual property law. With dual engineering degrees, a law degree, and an MBA, David brings a truly rare mix of technical, legal, and business insight to the world of IP strategy. Over the years, he’s help
TLH Ep.44 From Chaos to Clarity: Rethinking Law Firm Finances with Ben Hokema
Hello, Legal Helm listeners!Today, we’re thrilled to welcome Ben Hockema, founder and lead financial advisor at Illuminate Wealth Management. Ben works closely with entrepreneurs and small business owners—especially law firm leaders—to help them achieve financial clarity, sustainable profitability, and long-term growth.At Illuminate Wealth Management, Ben combines strategic planning
TLH Ep. 43 The Blind Spots in Legal Tech: Lessons from 30 Years of Transformation
Hello, Legal Helm listeners! Today, we’re thrilled to welcome David Langdon, Founder of Blind Spot Consulting. With over 30 years in legal technology, David has guided firms worldwide through consulting, implementation, and sales. He’s also the author of Beyond the Features and a strong advocate for workplace accessibility. At The Legal Helm, we’re committed to exploring how innovation and te
TLH EP.42 The New Face of In-House Legal: Strategy, Growth & Human-Centered Delivery
Welcome back to The Legal Helm! In this episode, our host Bim Dave sets sail into the future of legal leadership with a guest who knows exactly how to navigate it—Sarah Clark, Chief Revenue Officer at The Legal Director.Sarah’s career spans over 20 years as both a barrister and general counsel, guiding fast-growth companies and embedding legal strategy directly into the heart o
TLH Ep. 41 Turning Revenue into Competitive Advantage: A Conversation with Milan Bobde
Hello, Legal Helm listeners! Today, we’re thrilled to welcome Milan Bobde, CEO and co-founder of Oddr, the legal industry’s first true revenue intelligence platform. With nearly two decades of experience helping law firms modernize their financial and operational systems, Milan is widely recognized as an innovator in legal technology.At The Legal Helm, we’re passionate about explori
TLH Ep.40 Educating for Impact: Law, Technology and AI Regulation with Jeanne Eicks
Hello, Legal Helm listeners! Today, we’re delighted to welcome Dean Jeanne Eicks, Associate Dean of Graduate Programs at the Colleges of Law. Dean Eicks is a nationally recognized expert at the intersection of law and technology, with a unique background as both a former Chief Information Officer and current law professor. At The Legal Helm, we’re committed to exploring how innovat
TLH Ep. 39 Scaling Up: Clio’s Mid-Market Momentum and the Future of Legal Tech
Hello, Legal Helm listeners!Today, we’re thrilled to have Joshua Lenon join us—Lawyer in Residence at Clio, a leading practice management platform trusted by over 150,000 lawyers worldwide. Joshua brings a unique blend of legal expertise and technological insight, actively bridging the gap between legal practice and tech innovation. He works tirelessly to educate lawyers on leveraging technology t
TLH Ep. 38 This is The New Age of Testing! We talk Automation & AI with Nikao's QA Director Prav Gudipalli
Hello everyone, and welcome to The Legal Helm! We’re excited to have you with us as we explore the latest trends, challenges, and innovations in the legal tech space. In today’s episode, we’re joined by Prav Gudipalli, Director of Quality Assurance at Nikao. Nikao has been a leader in implementing cutting-edge wealth platforms for major financial institutions, migrating billions in assets and hund
TLH Ep. 37: Patsnap’s Matt Veale on AI and the Future of Intellectual Property Law
Hello, Legal Helm listeners!Today, we’re excited to have Matt Veale join us—an experienced European Patent Attorney and UPC Representative at Patsnap. With a PhD and a background in computer science, Matt offers a unique perspective on the intersection of technology and intellectual property. At Patsnap, he helps businesses harness patent intelligence and AI-powered insights to shape successful IP
TLH Ep. 36 Making Court Data Actionable: A Conversation with Nicole Clark from Trellis
Hello, Legal Helm listeners! Today, we are thrilled to have Nicole Clark, CEO and co-founder of Trellis, a leading provider of state trial court data and analytics. Nicole’s extensive background as a business litigation, labor, and employment attorney, coupled with her experience handling complex cases in both state and federal courts, has positioned her as a key innovator in the legal space.Frust
TLH Ep. 35: Marie-Claire Le Houerou of Intapp on Transforming Legal Operations, Compliance, and the Quote-to-Cash Journey
Hello, Legal Helm listeners!Today, we’re thrilled to welcome Marie Claire Le Houerou, also known as MC, the Senior Client Experience Director at Intapp. Intapp is revolutionizing the way leading firms across industries like legal, accounting, consulting, investment banking, and private capital operate by leveraging applied AI and industry-specific SaaS solutions to modernize operations, enhance co
TLH Ep.34 Building a Remote-First Law Firm with Margeaux Thomas
Hello, Legal Helm listeners! Today, we’re delighted to welcome Margeaux Thomas, founder and owner of Thomas Law, who is not only a distinguished attorney but also a sought-after speaker who has educated over 4,000 attorneys nationwide on business litigation issues. Her accolades include recognition as a Super Lawyer's Rising Star, a Top Lawyer by Northern Virginia Magazine, and one of the 2023 Lea
TLH Ep. 33 Elisabet Hardy, Chief Product Officer discusses the legal technology landscape and Elite's product vision
Hello, Legal Helm listeners! Today, we’re thrilled to welcome Elisabet Hardy, Chief Product Officer at Elite. As a leader in legal technology, Elite provides cutting-edge financial management and business solutions for law firms across the globe. Elisabet oversees the strategy and development of key products like 3E, ProLaw, eBilling Hub, and Mattersphere. With more than 25 years of experienc
TLH Ep.32 Leveraging AI for Streamlined Legal and Insurance Communication
Hello, Legal Tech Helm listeners! Today, we have the pleasure of welcoming Jim Andrews, President and Co-Founder of Precedent. With over a decade of experience in the insurance industry, Jim also co-founded Carpe Data, a pioneer in next-gen data solutions for insurance firms.Before these ventures, Jim held senior roles at organizations like ChoicePoint and LexisNexis, giving him a fresh perspectiv
TLH EP.31 How AI in litigation will transform the legal tech industry
Hello, Legal Helm listeners. Today, we are excited to introduce Dan Rabinowitz, CEO and co-founder of Pre/Dicta, an innovative AI-powered litigation prediction software. Dan brings a wealth of experience to our discussion, with a background that spans from serving as a trial attorney at the U.S. Department of Justice to pivotal roles in data science and legal strategy.In this episode, we delv
TLH Ep.30 How being a Legal Tech-Savvy lawyer helps you win tech clients
Welcome to The Legal Helm Podcast! Today, we're thrilled to bring you an insightful conversation with Sophia Matveeva, CEO and founder of Tech for Non Techies, an executive education and consulting company. Sophia's expertise has been featured in prestigious publications such as the Harvard Business Review, Financial Times, The Guardian, and Forbes, where she shares her insights on entrepreneurshi
TLH EP. 29 Mastering B2B Transactions: Tony Loiacono's Strategies for Success
Hello Legal Helm listeners! Today, we're thrilled to have Anthony Loiacono, managing director at Corpay. With over 30 years of industry experience, Tony is not only an expert in his field but also one of the nicest people you'll ever meet. Corpay, a leading B2B payment provider, has facilitated billions of transactions across 145 currencies and 100+ countries. In this episode,&
TLH EP.28 The Legal Podcast Revolution with Robert Ingalls
We had a great time in our new legal tech episode of The Legal Helm! Our host Bim Dave is joined by special guest Robert Ingalls CEO, and founder of LawPods, a pioneering podcast production agency for law firms. With a background as a recovering attorney and professional speaker, Robert and his team at Law Pods assist some of the world's leading law firms in launching
TLH Ep. 27 Marketing Mastery! Tanner Jones on Recession-Proofing Your Law Firm for 2024
Hello, Legal Helm listeners! It is with great pleasure that we inaugurate 2024 chatting with Tanner Jones, VP of Business Development at Consultwebs, a seasoned professional with over a decade of experience in crafting case-driving online marketing strategies for law firms. In this episode, Bim and Tanner discuss the key elements of recession-proofing your law firm through a solid marketing strate
TLH Ep. 26 Navigating Client Funds, Data Protection, and AI with Ed Boal
Welcome, legal tech enthusiasts, to an insightful episode of The Legal Helm. Today, Bim navigates the intricate landscape of legal tech, focusing on the pivotal challenges encountered by law firms in handling client funds, managing transaction payments on behalf of their clients, deciphering return on investment nuances, ensuring data protection and privacy, and delving into the revolutionary worl
TLH Ep. 25 Navigating Legal Tech Implementation Challenges: Proven Strategies to Overcome the Top 3 Pain Points
Join our host, Bim Dave, as he shares a treasure trove of proven strategies to navigate the top three pain points that often derail even the best of breed solutions – data conversion, testing, and user adoption. In today's fast-paced legal landscape, staying ahead means mastering the art of tech adoption. Bim spent years dissecting the complexities of legal tech, and he’s here to distill his wisdo
TLH Ep. 24 A Discussion with Traact's Co-Founder Steven Choi: An immersive conversation on AI's operational efficiency in today's legal industry.
Welcome one and all to The Legal Helm podcast for August. In this episode, Bim speaks with Steven Choi, the co-founder and CEO of Traact, a cloud-based platform designed to help automate those repetitive (but crucial!) administrative tasks in legal and financial spaces.Bim and Steven talk about the three stages of “the hype cycle,” where AI works best, and how legal tech companies can avoid ending
TLH Ep. 23 A Discussion with Logikcull’s Andy Wilson: An in-depth look at how eDiscovery technology is transforming the legal landscape
Welcome to this episode of The Legal Helm! This month, Bim talks with Andy Wilson, CEO and co-founder of Logikcull, an innovative eDiscovery platform that is revolutionizing discovery. Bim and Andy discuss why democratizing discovery is a must-do in today’s legal environment, why team building is critical to business success, and why Logikcull includes disruption in its company mission. It’s an en
TLH Ep. 22 A conversation with Adam Stofsky: How video and animation make practicing law more efficient, productive, and fun.
Welcome to the latest episode of The Legal Helm. Today Bim is talking with Adam Stofsky, an accomplished lawyer and CEO of Briefly, an innovative legal information startup that uses video and animation to make complex legal concepts accessible to all. It’s easy to overlook the power video brings to the legal landscape.This conversation explores how video can, not only impact cases, but also make c
TLH Ep. 21 A conversation with Thomson Reuters’ Patrick Hurley: How building trust-based relationships fosters long-term business success
Ever wanted to tap into the genius behind Thomson Reuters’ long-lasting success? Here’s your opportunity! Today’s guest is Patrick Hurley. Vice President of Thomson Reuters’ Global Specialty Support division. Patrick has been with Thomson Reuters for over 25 years and has been a major contributor to the company’s success. Today Patrick and Bim discuss how to build trust-based customer relationship
TLH Ep. 20 Talking with Dr. Elena Mechik: How the Brazilian rainforest and blockchain technology are revolutionizing contract management
How does time in the Brazilian rainforest translate into an innovative contract management application? Find out in today’s legal tech episode of The Legal Helm. Our guest is Dr. Elena Mechik, founder of INHUBBER, a revolutionary new approach to contract management that uses blockchain technology.Tune in to hear how Dr. Mechik’s unique approach to this foundational business process not only brings
TLH Ep. 19 AI: It talks! A conversation with Johannes Scholtes on what the legal industry needs to know about AI before embracing it.
Artificial intelligence and the emerging technology surrounding it (hello ChatGPT) is the tech industry’s next frontier. On this episode of The Legal Helm, Bim talks with AI specialist, Jan Scholtes, Chief Data Scientist at IPRO, a leading eDiscovery application. They look at how this new technology can be applied to legal, how best to incorporate it into your firm’s landscape, and where this new
TLH Ep. 18 Talking with Richard Burcher: A deep dive into today's legal pricing landscape
Pricing legal services is an ongoing challenge for law firms. Today’s advanced technology (e.g., AI, machine learning, GPT-3 models) is adding complexity to the task. Today’s episode of The Legal Helm features pricing expert, Richard Burcher.The conversation covers a lot of ground, including how to get buy in, what increases revenue right now, and where legal pricing is heading. Enjoy legal tech e
TLH Ep. 17 Bim Dave’s Top 3 Legal Tech Trends for 2023
What are the big trends on the legal tech horizon? Find out in episode #17 of the The Legal Helm, when host Bim Dave shares his top three legal trends for 2023.
TLH Ep.16 Automated Legal Document Litigation: How AI-enabled tools give lawyers more practice time
In today’s episode of The Legal Helm, we talk with Nathan Walter, CEO of Briefpoint, an AI-based platform that facilitates end-to-end litigation document automation. Nate and Bim discuss how lawyers can better serve their clients by doing less. They also talk about fractals, video games, and why big why big law should be cognizant of smaller firms going forward.#legaltech
TLH Ep.15 Melinda Ward: Managed Services: Costly or Critical for your law firm?
Managed services is a hot topic in the legal landscape right now. In this episode of The Legal Helm podcast, Helm360's Director of Consulting Projects & Managed Services, Melinda Ward, shares insights into how law firms can leverage managed services to not only increase their system's functionality, but to also up its value. She also talks about how managed services vendors can work together w
TLH Ep.14 Tiffany Organisciak: The benefits of automating your case management process
Episode #14 of The Legal Helm features Tiffany Organisciak, President, Founder and Partner of Sandbox Union, a custom software development firm in East Rochester, NY. Bim and Tiffany discuss Sandbox Union’s latest legal-focused product, Case Compass, and how customized software can enhance attorney life and boost client experience.#legaltech
TLH Ep.13 Colin Levy: Problem definition and why it’s crucial to your legal tech ROI
We’re thrilled to welcome Colin Levy to episode #13 of The Legal Helm. Colin is a well-known tech advocate, writer, and speaker who’s passionate about helping those in the legal sector embrace legal tech effectively. Today’s conversation focuses on how to determine which technology to bring into your ecosystem, what questions to ask during your due diligence process, and how this pre-planning tran
TLH Ep.12 Martin Brej: How UX impacts remote work efficiency
On this episode of the Legal Helm podcast, Bim talks with Martin Brej, Vice President of Enterprise Systems and Corporate IT for UserZoom, an up and coming Experience Insight Management (XIM) company. Their discussion centers on the impact UX has on overall productivity and efficiency, particularly as more and more work is happening remotely. It's a lively conversation that convers a lot of ground
E11: Top 5 Legal Tech Trends for 2022
Happy new year and welcome to 2022! We’re starting the year with predictions for 2022’s legal tech environment. Join Bim Dave as he highlights his top five legal tech trends. He explains what trends to look for, why they’re important, and how they can keep law firms moving forward. It’s a quick 20 minute listen that will have you looking at your legal tech in new, business-boosting ways.
E10: Alan Rich: Why your Clients are also Your Business Partners
We’re delighted to welcome legal software pioneer, Alan Rich, to the show. Alan has made - and is making - significant contributions to the legal tech landscape. From co-founding Elite Information to creating Chrome River and now revolutionizing the ticketing landscape with Y Meadows, Alan is truly shaping how law firms use their technology. Listen in to hear more about his journey, his plans for
E09: Cybersecurity for Law Firms
Scared of Cyber crime? Cyber crime IS scary stuff, but you can learn to protect yourself online, and October is Cybersecurity Awareness Month. To mark the occasion, we bring our cybersecurity expert, Anbu Thangamuthu, to the podcast. The discussion covers how the Covid pandemic is affecting cybercrime, best practices for protecting your firm, and new threats to watch out for.
E08: E-Billing for Law Firms with Christine Maloney
In this Episode we speak with Christine Maloney, Director of Billing for Finnigan, Henderson, Farabow, Garrett & Dunner, one of the world’s largest IP law firms. Christine has over 25 years of experience with billing at Law Firms and is an industry-expert who specializes in E-billing. If you are trying to move your firm to a paperless office or improve your billing efficiency, today's episode
E07: Should your firm move ProLaw to the cloud?
Cloud hosting is changing the legal tech landscape in myriad ways. It’s no longer a trend, but a smart business decision that keeps law firms competitive and resilient. Join Helm360’s Executive VP, Bim Dave, and Customer Success Manager, Kiran Gill, for an impactful discussion on putting ProLaw in the cloud and why it’s a must-do. They also discuss useful tips on what to look for in a Prolaw Cloud
E06: What is Elite 3E performance testing? How do I know if I need it?
In this insightful episode of the Legal Helm podcast, Helm360’s Customer Service Manager, Kiran Gill, and Executive VP, Bim Dave, discuss Elite 3E performance testing and why it’s a must-do. Bim also shares DIY tips on how firms can do some basic troubleshooting on their own to diagnose underperforming 3E systems.
E05: Disparate Systems Unite! How Good User Experience Can Transform Your Law Firm
This episode of The Legal Helm podcast discusses the complex systems law firms use every day and the problems that typically arise when sharing data between them. It also offers a look into how emerging technology can unite these best-of-breed systems to create a seamless user experience that promotes productivity and better big picture thinking. Finally, get tips on how your legal IT team can str
Does UI/UX Really Matter to Law Firms? - A Bonus Short!
UI/UX isn’t usually associated with practicing law. However, they are critical to running an effective and efficient law firm. Tune in to this bonus short of the Legal Helm podcast where Helm360’s Digital Producer, Shawn Read, and the firm’s Executive VP, Bim Dave, discuss UI and UX and how they’re relevant to law firms.
Working Remotely: An insider look at the impact of COVID-19 on legal tech
In this episode Helm360's EVP Bim Dave talks about the challenges law firms face with the pivot to being fully remote, how collaboration has been affected by the move to a remote workflow, and what forward-thinking firms can do to embrace legal tech to succeed while working remotely.
The Future of A.I. at Law Firms - PT. Two
Earlier this month, Sue Mikelsons, Helm360’s Director of Sales, interviewed the firm’s Executive VP, Bim Dave, about what the future of artificial intelligence might look like at law firms. Part II of the series focuses on Helm360’s AI solution, Termi, and how this technology can have a positive impact on firms right now.
The Future of A.I. at Law Firms - PT. one
Earlier this month, Sue Mikelsons, Helm360’s Sales Director interviewed the firm’s Executive VP, Bim Dave, about the future of artificial intelligence. They discussed what AI might look like at law firms, how law firms might take advantage of the trends, and how Termi, Helm360’s latest product, is positioned to become an integral part of the law firm of the near-future. The following is part one o
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