LawFirm Episodes

Episode of InfoGov Hot Seat Live. Host Jim Merrifield and co-host Leigh Zidwich talk AI data governance, agentic workflows, and strategy with Maged Helmy (CEO, Newcode) and Tim Fox (Chief Data and AI Officer, Ogletree Deakins). In this episode: Why law firms are shifting from prompt-based chatbots to agentic AI workflows at scale The hidden costs of "messy data" and how to handle enterprise search with newer LLMs Why AI as an infrastructure will soon replace AI as a SaaS Building...

Episode 100 of InfoGov Hot Seat Live. Host Jim Merrifield and co-host Leigh Zidwick talk AI adoption in law firms with Donna O'Leary (Head of AI, New Code Ireland) and Zach Abramowitz (Founder, Killer Whale Strategies). In this episode: * Why "AI literacy" is replacing "AI training" — and what most firms got wrong the first time * The GPS/Waze analogy for how lawyers should (and shouldn't) trust AI * EU AI Act Article 4 and what it actually requires from law firms * Why security certifications ...

In this episode of the InfoGov Hot Seat, experts tackle one of the biggest mistakes organizations make with defensible disposal: treating it as an all-or-nothing initiative that must be completed at once. Learn why this approach erodes credibility and how to build a sustainable framework for compliance instead. The discussion covers practical implementation strategies for defensible disposal, AI governance controls, and the critical roadmap for information governance success in 2026. ...

Former law firm CIO Judy Flournoy joins Jim Merrifield to discuss the critical challenges facing legal AI adoption in 2026. With over 20 years leading technology in mid-sized law firms, Judy reveals who holds liability when AI hallucinates, why adoption fails, and what really matters for law firm CIOs today.KEY TOPICS COVERED:- Who is responsible when AI gives bad legal advice to clients- The real reason AI adoption fails in law firms (hint: it's not the data)- Why the billable hour model will s...

In this episode of InfoGovHotsie, host Jim Merrifield engages with Kathryn Rattigan and Albert Shiu from Robinson and Cole to discuss key insights from Infocon 2025. They explore the importance of data quality in AI initiatives, emerging risks in information governance, and actionable takeaways for organizations. The conversation also includes a rapid-fire round addressing myths and superlatives in the information governance field.

In this conversation, Jim Merrifield interviews Mark Doble, CEO of Alexi, an AI company focused on the legal sector. Mark shares his journey from law school to founding Alexi, discussing the significant trends in AI adoption within law firms, the importance of humility in leadership, and how customer feedback shapes their innovation. He emphasizes the need for law firms to build proprietary tools and the exciting future of AI in the legal industry.

In this episode, Jim Merrifield hosts Tony McKenna and Jason Dirkx to discuss ILTACON 2025, a pivotal event in the legal tech industry. They explore the conference's pirate theme, networking opportunities, standout keynote speakers, and the importance of community engagement. The conversation also delves into reflections on leadership, advice for the incoming president, and aspirations for the future of ILTA. The episode emphasizes the significance of preparation and connection at the conference...

In this episode of the InfoGov Hot Seat, host Jim Merrifield engages with Shahzad Bashir and Craig Carpenter to discuss the recent acquisition of Gimmal by Morae. They explore the strategic alignment of the acquisition, the integration of technology solutions, and the lessons learned from past integrations. The conversation highlights the importance of client success and the exciting future of the combined entities, emphasizing a holistic approach to information governance and technology solutio...

In this episode of the InfoGov Hot Seat, host Jim Merrifield welcomes Dr. Galina Datskovsky, a prominent figure in the field of Information Governance (IG) and legal technology. They discuss Galina's extensive career, her contributions to the industry, and her passion for mentoring women in tech. The conversation delves into the innovations in IG technology, particularly the importance of data hygiene for successful AI implementation. Galina shares insights on the evolving role of AI in the lega...

In this conversation, Jim Merrifield interviews Josh Baxter, CEO of NetDocuments, discussing the evolution of legal technology, particularly the integration of AI into legal workflows. They explore the challenges and risks associated with AI, the importance of ethical considerations in AI development, and the future of knowledge management in law. The discussion emphasizes the need for seamless integration of technology in legal practices and the collaborative efforts required to navigate the ev...

In this conversation, Jim Merrifield and Kevin Benedicto discuss the evolving landscape of information governance, particularly in relation to artificial intelligence (AI). Kevin shares insights from the recent Infocon conference, highlighting key takeaways about the importance of good records management, the diverse nature of data, and the need for information governance professionals to adapt to the rapid changes brought about by AI. He offers practical advice for IG professionals on how to na...

In this episode of the InfoGov Hot Seat, host Jim Merrifield speaks with Christine Becker and Jeanne Martinez from ILTA about their experiences in the legal industry, their roles at ILTA, and the importance of collaboration in education. They discuss key takeaways from the ILTA Legal track, the evolving landscape of AI in the legal field, and the upcoming Global IG Day event. The conversation emphasizes the need for legal professionals to stay informed and engaged in their field, particularly re...

In this episode of the InfoGov Hot Seat, host Jim Merrifield interviews Marla Crawford, General Counsel at Cimplifi. They discuss Marla's background, her experiences at ILTACon, and the importance of collaboration in the legal technology space, especially with the rise of AI. Marla shares insights from Corporate Legal Day, emphasizing career development and the ethical considerations surrounding AI. They also preview an upcoming webinar on information governance, focusing on practical steps for ...

Shawn Curran, CEO of Jylo, shares his background and experience in the technology and legal industry. He discusses the dominance of AI in the industry and the importance of moving quickly to capture the market. Shawn also talks about his experience at ILTACon and the positive reaction to Jylo's debut. He shares his key takeaways from the event, including the increasing focus on AI and the need for quick adaptation. Shawn also mentions his upcoming plans and the origin of the name 'Jylo' using AI...

Colin Cahill, Senior Solutions Manager of Information Governance and Collaboration at InOutsource, shares his background and role in the information governance industry. He discusses the importance of information governance in the age of artificial intelligence and the shift towards managing information in place. He emphasizes the opportunities and challenges that come with disruption and acceleration in the industry. Takeaways Information governance is crucial in the age of artificial intel...

Tony McKenna, President of ILTA, discusses his role and what he's looking forward to at ILTACon24. He highlights the importance of education, networking, and working with global vendors in the legal sector. McKenna mentions the keynote speeches, G100 and G200 sessions, and the diverse range of vendors and startups at ILTACon. He also emphasizes the value of connecting with peers and business partners to discuss technology and improve back-office efficiency. McKenna encourages attendees to partic...

Litera recently acquired FileTrail, which supports Litera's mission of amplifying the impact of every attorney within their firm or corporate legal department. The acquisition brings comprehensive records management, governance, and matter mobility capabilities to Litera's portfolio, equipping law firms and legal departments with essential tools for greater efficiency and precision. The acquisition benefits both FileTrail and Litera clients, providing a one-stop-shop for their legal technology n...

In this conversation, Jim Merrifield interviews Tony Forde, the founder and CEO of FIT (Future in Tech). They discuss FIT's key differentiator in the market, which is their modular approach to selling governance software. Tony also highlights some of the specific features of their product, including a unique approach to mobility and a new build of their office product. They talk about their upcoming participation in ILTACON and the importance of peer networking in the legal tech space. The conve...

In this conversation, Jim Merrifield interviews Liz Salsedo about the intersection of knowledge management (KM) and information governance (IG) in leveraging AI. They discuss the importance of teamwork and collaboration between KM and IG professionals to effectively leverage AI while ensuring security. They also highlight the benefits of strong information governance practices in mitigating challenges around AI and improving knowledge management. Liz shares an example of how their collaboration ...

Michael Potters, founder of Glenmont Group, discusses his background and the current hiring landscape in the information governance field. He emphasizes the importance of standing out in a competitive market and offers advice on how to do so, including utilizing LinkedIn effectively and developing expertise in data science and AI. Potters also highlights the impact of remote work on recruitment and identifies industries and skills that are in high demand, such as data science and compliance. He ...

Chuck Barth, Director of Information Governance at Sheppard Mullin Richter & Hampton, discusses the Law Firm Information Governance Symposium (LFIGS) and his involvement with the group. LFIGS focuses on bringing together experienced legal industry IG leaders to share knowledge and contribute to community papers. The group meets regularly to discuss relevant topics such as data governance, matter mobility, generative AI, and retention. Chuck emphasizes the importance of staying updated on IG educ...

Barbara Dalton, Director of Data Privacy and Information Governance at Norton Rose Fulbright, discusses her role and experiences in the field of information governance. She shares strategies for ensuring data integrity and security, highlights the challenges faced in the industry, and emphasizes the importance of staying updated on privacy laws and regulations. Dalton also discusses the impact of technology on information governance and expresses excitement for the future of the field. Takeaw...

SUMMARY In this episode, host Jim Merrifield interviews Kate Wertime from Jones Day about information governance (IG) and its importance in today's data-driven world. Kate shares her background in systems analysis and librarianship, as well as her experience in records management and legal. They discuss the concept of IG, common misconceptions about it, and a case study where effective IG made a significant difference in a company's operations and risk management. They also explore the role of A...

Welcome to the latest episode of our podcast with Trevor Bell, Chief Customer Officer at Zero Systems and a leader in AI software development! In this interview, Trevor answers all your burning questions about the process of developing AI software, as well as how his AI system uses machine learning to improve over time. Plus, hear him discuss some unique features of Zero Systems's product and how they address potential ethical concerns. Finally, get inspired by a success story from a client who ...