August, 2023

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The Return of Law Firm Retreats: Destination Choices and Trends

Attorney at Work

Ryan Spear | Retreats are back! Here's a travel pro's views on what's changed and what to consider while planning. The post The Return of Law Firm Retreats: Destination Choices and Trends appeared first on Attorney at Work.

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Deep Dive Recap: SMS Simplified — Introducing the Lawmatics Message Center

Lawmatics

Effective communication lies at the heart of every successful law practice. From providing timely updates to ensuring seamless collaboration, staying connected with clients is a must. While email can be a necessity, text and Portal messages can take direct and customized communication to the next level. That's why we're excited to delve into the realms of texting and Portal messaging, and unveil our brand new Message Center that's set to transform how you engage with clients.

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‘Heed This Message’: Organizations That Fail to Contemplate Off-Channel Communications ‘Do So at Their Own Peril’

Discovery Advocate

Financial Regulators Continue Focus on Off-Channel Communications On Aug. 8, the Securities and Exchange Commission (SEC) announced it had imposed $289 million in fines on 10 broker-dealers for violating recordkeeping provisions of federal securities laws. Similarly, the Commodity Futures Trading Commission (CFTC) announced on the same day that it had imposed $260 million in fines on four CFTC-registered firms for violating CFTC recordkeeping rules.

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U.S. Copyright Office Issues Notice of Inquiry on Wide Range of Copyright Issues in Generative AI Systems

IP Watchdog

On August 30, the U.S. Copyright Office issued a notice of inquiry in the Federal Register seeking public comment on a range of issues related to the intersection of copyright law and artificial intelligence (AI). The recent notice is the latest action by the Office on the myriad of copyright issues that have been arising around the use of generative AI platforms including infringement liability for training AI systems on copyrighted content and human authorship requirements.

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Trellis Launches Trellis AI to Streamline Trial Court Litigation

Trellis AI leverages the largest repository of state trial court data to help litigators evaluate cases, automate brief drafting, suggest winning strategies, and more. Key components: Draft Arguments — Uses similar/successful motions in the Trellis database to generate arguments/citations for your motions seeking dismissal, summary judgment, etc. Case Assessment — Predict the likely outcomes of a case at any stage to help you decide to accept it, guide motion practice, make settlement offers, an

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Third Time’s The Charm

The 10b-5 Daily

It would appear that the third time’s the charm, at least for Goldman Sachs in its long-running securities class action related to certain collateralized debt obligation (CDO) transactions. For the past several years, the key issue in the case has been whether Goldman’s alleged misrepresentations about its business principles and potential conflicts of interest had any stock price impact, and therefore could support the presumption of reliance necessary to certify a class.

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4th Annual Legal Industry Collaboration Data Survey

Hanzo Blog

Our focus is to gain knowledge about any challenges that corporate legal teams encounter in relation to these new data types and their relationship with ediscovery and information governance. The adoption of collaboration tools such as Slack and Microsoft Teams in enterprises has experienced remarkable growth in recent years. These platforms offer a wide range of features that are specifically designed to enhance communication, collaboration, and productivity within organizations.

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August 2023 Feature Release

Lawmatics

We are thrilled to bring you the latest bountiful harvest of fresh features and enhancements from the Lawmaticians! This latest release is ready to be plucked off the vine and enjoyed, so get ready to feast your eyes on a variety of enhancements that will cultivate efficiency, nurture collaboration, and help your law firm flourish. Simplify client communication with the Message Center Say hello to the Lawmatics Message Center, your all-in-one dashboard for tracking and managing client communicat

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AI-Pocalypse: The Shocking Impact on Law Firm Profitability

3 Geeks and a Law Blog

by 3 Geeks ( Ryan McClead , Greg Lambert , and Toby Brown ) This is part 3 in a 3 part series. Part 1 questions Goldman’s Sachs data showing that 44% of of legal tasks could be replaced by Generative AI. In Part 2, we find some better data and estimate an upper limit of 23.5% of revenue that could be reduced by Generative AI. All of our assertions and assumptions will be discussed in further detail in a free LVN Webinar on August 15th.

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This Week in Washington IP: Improving Invention Education, Intellectual Property Rights During Public Health Emergencies, and the State of the Chinese Economy

IP Watchdog

This week in Washington IP news, as a new school year begins, the United States Patent and Trademark Office (USPTO) looks at the latest research on invention education. Congress is still on vacation, yet hot topic issues are still being discussed elsewhere, including the Center for Strategic and International Studies (CSIS) looking at the state of the Chinese economy, and the American Enterprise Institute discussing what the U.S. federal government can do to patent rights during a public health

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Why Effective Legal Ops Management Makes Business Sense and Frees Up Lawyers to Practice Law

Percipient

“You can have the best tool in the world, but if nobody’s using it, it’s a failure.” That’s just one of many insights from UpLevel Ops Founder Stephanie Corey and COO Liz Lugones on the latest episode of the Technically Legal Podcast. Stephanie and Liz explain why a good legal operations program is a crucial to managing the business side of law, so lawyers can focus on practicing law.

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Trial Prep: What Attorneys Really Want (And How to Deliver It)

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Get ready to uncover what attorneys really need from you when it comes to trial prep in this new webinar! Attorney and law professor, Joe Stephens, J.D., will share proven techniques for anticipating attorney needs, organizing critical documents, and transforming complex information into compelling case presentations. Key Learning Objectives: Organization That Makes Sense 🎯 Learn how to structure and organize case materials in ways that align with how attorneys actually work and think.

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Performance Reviews 101 For In-House Counsel

InHouseBlog

Another insightful piece on the important topic of how to receive your performance review – which for some in-house counsel is an annual nail-biter and for others a sporadic, unscheduled process that can make things even more nerve-wracking. One thing is for sure – do not fear negative feedback as it can be key to helping you achieve your career goals.

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Getting Automatic Paragraph Numbering Back on Track

Attorney at Work

Video | Deborah Savadra demonstrates a few quick tricks for making your automatic paragraph numbering behave. The post Getting Automatic Paragraph Numbering Back on Track appeared first on Attorney at Work.

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How Do You Market Legal Services Successfully?

Lawmatics

As lawyers, although we might like to believe clients will come from just hard work and success, the truth is that word of mouth only goes so far. A recent survey concluded that 43% of participants relied on word of mouth to find their lawyer. So where does that other 57% go? In the highly competitive legal industry, marketing is a must. In today's evolving legal market you'd be doing yourself a disservice not to take advantage of marketing software as 98% of legal firms say that intake software

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Generative AI Could Reduce Law Firm Revenue by 23.5%

3 Geeks and a Law Blog

by 3 Geeks ( Ryan McClead , Greg Lambert , and Toby Brown ) This is part 2 in a 3 part series. The first part is here. Part 3 will come out tomorrow. The Big Idea: We found a much better dataset, though still small, from which to extrapolate actual effects of Generative AI on the legal industry. Key takeaways: We got anonymized and summarized data for 10 corporate legal departments from LexisNexis CounselLink The data showed that almost 40% of time entries, representing 47% of billings, could po

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Deposition Prep Like a Pro: Insights from a Paralegals Playbook

Speaker: Kaitlyn "The Persnickety Paralegal" Story

Deposition preparation is a critical aspect of a paralegal's role, requiring meticulous attention to detail and proactive management of the case timeline. In this session, participants will explore how effective deposition preparation not only contributes to the success of the legal team but also helps maintain a balanced workflow, minimizing last-minute crises.

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APPLE JAZZ Mark Owner Says Apple Can’t Attempt to Reverse CAFC via TTAB

IP Watchdog

On August 18, the owner of the APPLE JAZZ trademark filed an opposition to Apple’s motion to amend its trademark application for the mark APPLE MUSIC with the Trademark Trial and Appeal Board (TTAB). In its motion, the tech giant asked the TTAB to allow the company to remove “live performance services, as well as related services,” from the application.

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Legal Industry AI Perception Quick Poll

Hanzo Blog

Since the emergence of Chat GPT, the legal industry's response to artificial intelligence (AI) language models has been mixed, ranging from excitement about the potential efficiency gains to concerns about accuracy, privacy and security, and ethical implications.

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Take Your Vacation Or Die?

InHouseBlog

“Take your vacation or die” – a nice article from the archive to print out in bulk and leave around convenient spots in the office or circulate by anonymous snail mail. The legal profession is generally terrible when it comes to work-life balance but some have seen hope for work-life balance with the proliferation of remote legal jobs and hybrid work arrangements.

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Beyond the Selfie: Instagram Benefits and Quick Tips for Lawyers

Attorney at Work

Annette Choti | If your firm has ignored this social media platform and its billion-plus users, it may be time to reconsider. The post Beyond the Selfie: Instagram Benefits and Quick Tips for Lawyers appeared first on Attorney at Work.

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Visibility Into the Strategy & Supporting Documents of Major US Law Firms

Law Firm Intelligence by Trellis aggregates state trial court data across the Trellis platform enabling users to: look up a particular metric related to a specific law firm (such as, how many cases a law firm had or has against another law firm), and see the actual dockets and documents supporting the metric. Trellis data is maximized in a revolutionary and unique way to provide users an exclusive look into a law firm litigating in state trial courts.

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What is a Smartfirm? Lawmatics Customers Answer

Lawmatics

Imagine running a law practice where technology blends seamlessly with your expertise, creating client experiences that no competitors can match. A smartfirm does just that — strategically using software and automation to boost efficiency and streamline operations, allowing for a laser-focus on practicing law. We asked some of our customers what running a smartfirm means to them, and how Lawmatics has helped them stay on the cutting edge.

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FREE MyShingle Webinar: A Full Guide to the Part-Time Law Practice

My Shingle

Contrary to popular belief, practicing law doesn’t have to be a 24/7 proposition. Nor is success defined by how many hours you bill. If you agree, then maybe it’s time to say hello to the part-time law firm practice. No matter your reasons – whether you’re caring for family, transitioning to retirement, waiting out a… The post FREE MyShingle Webinar: A Full Guide to the Part-Time Law Practice appeared first on My Shingle.

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DC Court Says No Copyright Registration for Works Created by Generative AI

IP Watchdog

On Friday, Judge Beryl Howell issued an opinion in Dr. Stephen Thaler’s challenge against the U.S. Copyright Office (USCO) over the denial of his application for a work generated entirely using generative artificial intelligence (AI) technology. The opinion supports the USCO’s refusal to register a work in which the claimant disclosed in the application that the image was the result of an AI system, called The Creativity Machine.

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Fast, Smart, and Empathetic: How DISCO’s Culture Drives Legal Tech Innovation (TGIR Ep. 217)

3 Geeks and a Law Blog

This week on The Geek in Review, hosts Greg Lambert and Marlene Gebauer spoke with Katie DeBord and Kristin Zmrhal , two vice presidents from legal tech company DISCO. Greg kicked off the episode by discussing his recent work with a Houston nonprofit called Project Remix Ventures that helps at-risk youth. He took their leader on a visit to innovation hub The Ion to showcase reinventing old spaces for new purposes, like DISCO has done with legal tech.

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Stay On Top of Newly Filed State & Federal Litigation: Curated Just for You!

With Daily Filings Report by Trellis you will receive an email and csv file daily with all new cases filed in the jurisdictions you're tracking. Each new case will include all case metadata like judge, parties, counsel, practice area, and even direct links to the full docket and complaint. Trellis Daily Filings Reports provide direct access to newly filed state and federal litigation curated just for you.

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General Counsel ROI – The Value of the GC to the Company

InHouseBlog

I recently had a conversation with a CEO about the value of a General Counsel. His company has significant revenue and recently received venture capital funding. It is poised for explosive growth, including exploring international expansion and evaluating acquisition opportunities. The legal function is handled by a combination of the CFO and outside counsel.

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Practicing Law in the Age of AI

Attorney at Work

Curt Brown | There’s nothing like an existential threat to get the competitive juices flowing. The post Practicing Law in the Age of AI appeared first on Attorney at Work.

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11 ChatGPT Prompts to Transforming Your Legal Practice

Lawmatics

Your to-do list seems unending, right? The contract review, the case analysis, the unanswered emails. The legal profession has always been synonymous with hefty workloads and long hours. But what if you could relegate these time-intensive tasks to a digital ally, paving the way for more strategic work and a better work-life balance? Generative AI isn’t just a trendy buzzword—it's your new associate.

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NLBM vs. 2-Hour Lifestyle Lawyer: Legal Coaching Smackdown!!

My Shingle

NLBM, a legal coaching company, has filed a copyright infringement complaint against 2-Hour Lifestyle Lawyer, accusing them of copying course content and reselling it. The complaint highlights the lack of uniqueness in coaching content, as many programs offer similar advice on topics like estate planning and pricing. The lawsuit raises questions about how much legal… The post NLBM vs. 2-Hour Lifestyle Lawyer: Legal Coaching Smackdown!!

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Indie Filmmakers Urge Senate IP Subcommittee to Take Caution in Considering Federal Right of Publicity

IP Watchdog

The Film Independent and the International Documentary Association (IDA) sent a letter to the Senate Subcommittee on Intellectual Property Tuesday, asking the Subcommittee to ensure that any federal right of publicity it may be considering as an answer to problems raised by generative AI artificial intelligence (AI) include an express exemption for creative works.

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Rules of Professional Conduct For Lawyers

MyCase

Compared to many professions, lawyers play a unique role in serving the public interest and maintaining the integrity of the legal system at large. As a result, lawyers in the United States are held to an extremely high ethical standard and are required to follow strict rules of professional conduct. Though lawyer ethics rules vary somewhat from state to state, they all share principles laid out in the ABA’s “Model Rules of Professional Conduct.

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Webinar: Crafting a Financial Transition Plan (9/12)

InHouseBlog

One of the biggest hurdles to making a confident career transition is often the money. Our dream job may not always have our dream salary, and that can stop us from doing what we were meant to do. But what if you knew exactly how to approach crafting your financial plan for your next move? Wouldn’t you feel better about stepping into something greater if you really knew all the factors to consider when deciding when and how to make a transition?

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How to Cultivate the Habits of Wildly Successful Law Firm Owners

Attorney at Work

Sasha Berson | After owning your firm for a while, you thought you'd be much further along. The post How to Cultivate the Habits of Wildly Successful Law Firm Owners appeared first on Attorney at Work.

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What Marketing Automation is Best?

Lawmatics

Marketing Automation Software: The Best Investment for Law Firm Growth Staying ahead of the competition requires more than just legal expertise for law firms. Law firms must leverage tools to streamline marketing operations – like automating repetitive marketing tasks and finding ways to enable personalized client interactions at scale. Why Invest in Marketing Automation Software?

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Best Evidence Rule Requires Post-Level Collection for Social Media Evidence

Next Generation E-Discovery Law & Tech Blog

By John Patzakis The Best Evidence Rule, as codified in Federal Rule of Evidence 1002, provides that an original writing, recording, or photograph is required to prove the contents of the document. This rule was formulated in a paper document dominated era, and aimed to prevent fraud and inaccuracies that could arise from secondary or duplicate evidence.