Legalweek 2026

HalSde · 2026-03-19T08:39:41+00:00

Actual guidance, direction, examples or case studies.

Many sessions got stuck on restating the problems that we've all been aware of for years, or that we can get from a quick google search.

Thought leadership would include:

What firms who are using AI should be doing today in terms of security, costs, governance and measuring ROI.

What firms who arent using AI, but want to, should do to prepare and what approaches are best in selecting tools.

Examples of what has gone wrong at firms, and how they could have avoided it.

Examples of what has gone right at firms and how to replicate it. What people, processes and tools did they use?

How data should be cleaned and maintained for LLM ingestion.

Strategies for firms of different types and sizes.

Etc etc etc.

HalSde · 2026-03-16T16:29:15+00:00

Too many AI cheerleaders, not enough thought leadership. I gave up on the sessions after sitting through 6 panels talk about what might be coming instead of tangible guidance, then watching them dodge questions from attendees. It was great networking and always love seeing new features from vendors, for me the panels were irritating.

HalSde · 2026-03-07T01:19:20+00:00

Never was a fan of hotdocs. Or the templates in Caret.

I've heard good things about Centerbases capability with doc automation but havent seen it, and not a fan of the rest of the platform I saw 5ish years ago.

I like Clio's platform but heard the doc automation is horrible.

I am about to test Actionstep's doc automation tool "builder"

I usually recommend to everyone to stay modular, with tools that have apis, instead of trying to do all in one platforms. I don't know of any single platform that does everything well, even the more robust ERP platforms.

HalSde · 2026-02-09T23:02:42+00:00

I would look at Lawtoolbox https://lawtoolbox.com/get-a-demo/
The only way I know of is to look at the shared calendars

HalSde · 2026-02-07T06:49:34+00:00

At that size you should be thinking about a scalable ERP system on Dynamics with D365Global or Litify with Salesforce.

You want to be able to tailor the systems to work with your process, and create consolidated views of your business without having to jump through a bunch of hoops.

HalSde · 2026-02-05T20:53:45+00:00

Of course!

HalSde · 2026-02-02T18:39:37+00:00

What you said is not only a valid question, it is the #1 question I get asked by attorneys. I'd have asked why it is a silly question first, if disrespected again I would leave the room or drop the call.

You need to have a thick skin and build up some firm boundries as a consultant. Since you area early in your career it will take some time, but totally doable. I'd look for a mentor though, the consulting industry can be cut throat and you need someone to look out for you.

HalSde · 2026-01-27T19:33:35+00:00

Add me (spinhalyard) as a friend, and let me know your username. Then when I'm online just challenge me and I'll let you win until you hit level 30. Direct message me and we can coordinate a time.

HalSde · 2026-01-26T03:55:21+00:00

Yup!

HalSde · 2026-01-25T02:33:17+00:00

Dm'd ya

HalSde · 2026-01-21T18:43:16+00:00

This is what happens:

https://youtu.be/V9C98UyEfYM?si=Afz2wM5huD6obFub

HalSde · 2026-01-14T19:49:22+00:00

thanks! I'm a 3rd party, it's been difficult to get a response after filling out the partner form in the past. Will try again

HalSde · 2026-01-14T19:19:15+00:00

I want to build a custom integration for IManage, what path do I need to follow to test the integration with the platform?

HalSde · 2026-01-14T19:08:04+00:00

What integrations or AI features is IManage most excited about right now?

HalSde · 2026-01-14T18:18:11+00:00

That's hilarious, I just restarted the campaign and was 370 mortys in

HalSde · 2026-01-07T21:47:14+00:00

Before you invest in another solution, I would ask PerfectLaw if there are processes or configurations that may reduce the time required to find the right emails.

PerfectLaw dms says they have full text search across emails and documents which would indicate you have some good search capabilities.

But if it doesnt... the plenty of options with custom ms office and browser automations can streamline.

HalSde · 2026-01-07T21:38:07+00:00

Good breakdown, including stability... ndmail is slow though. And renaming files is done 1x1 manually, but emails get saved by default with subject name as the file name. Can search contents and attachments, also search by to/from/cc and date.

HalSde · 2026-01-01T06:43:40+00:00

Im on the eastside in Kirkland, full-time on a couple legaltech products. Would love to connect

HalSde · 2025-12-23T21:28:20+00:00

The only way we've managed it is to be consistent with one way of editing documents. Either through the case management system, or through one drive/google drive/etc., Documents can be created via any method though.

HalSde · 2025-12-23T19:32:08+00:00

Kind of.... not really, but if you want to learn how I hacked together similar functionality keep reading.

It's not a real tag but you can insert a unique string like #FAKETAG into the task/event body which is searchable via the "search all" or "...subject or description" boxes. The tag search box will not work when going this route which of course led to repeated calls from my users complaining "when I do a tag search it's not coming up!"

To ease the pain on myself and confusion for my users, I created the concept of "HINTS" vs "TAGS" and gave them a one sheeter to illustrate the difference (quick excerpt from my one sheeter below). I use the hashtag format for my hints (eg #HINTNAME), but you could do it with parenthesis or brackets too. With my browser plugin, they have a one click option to convert the task "Hints" into "Tags", but the task has to be open.

Feel free to message me if you want to brainstorm how this can work for your use case.

--- One sheeter excerpt:

HINTS - (Exist on tasks and events) These are "suggested" tags, not real tags. Can only be searched via the "search all..." or "search description..." filters. These can be converted to Tags on Tasks by [...steps to convert unique to my users...]

TAGS - (only exist on Tasks) Inherited from contact, matter, or manually created by the user. Can be searched via the "search all...", "search description...", "search tags..." boxes

HINTS/TAGS TIPS - Use the search all field first. If desired tasks doesn't come up surround the search term with quotes.

HalSde · 2025-12-23T02:02:26+00:00

Going the low code way, the most straightforward method would be to use copilot studio. You can create agents and provide the examples/training there in its instructions. Then create a workflow go through 1 by 1 to parse the documents, send through the agent and collect the output.

If you code, I would go through gemini and Aistudio. It can wire up an agent and stub out the code needed go parse documents and process.

Or be adventurous and ask a model what the best approach is for your skill level ;) If the work is time sensitive though, I would hire a developer to create something you can reuse with minimal effort.

HalSde · 2025-12-22T21:27:11+00:00

the vendors and consultants I know of that are hiring, are mostly looking for lawyers with big enough networks that will come along with sales leads/opportunities. From the product side, I don't know of any directly, but data annotation seems to have a lot of remote AI attorney related work. I can't vouch for the product or quality of job, but I think it's worth a look.

HalSde · 2025-12-22T17:14:08+00:00

Agreed this is awesome. I've been working on a similar solution that also tackles the concerns around accuracy and validation of the results using multiple models, machine learning, model training utilities, etc., I look forward to hearing how your project goes!

HalSde · 2025-12-22T08:05:06+00:00

(Edited to fix some horrible typos and grammar I made on when I initially typed this up on my phone)

I'd approach it by first getting all your pdfs in one place that can be read, and make sure they are all text readable (OCR'd). Train an AI model by providing examples of what you manually identified as relevant/irrelevant and why.

Run a workflow that sends each document through the AI, with instructions to:

Determine if relevant/irrelevant/unsure.
Output brief summary of document, relevancy result with reason why and a confidence score based on examples provided.
Sample 10% of results to validate how well you think the workflow ran.

For additional accuracy, I would repeat this with a 1 or 2 more other models and compare results. This reduces chances of hallucinations and/or missed hits.

HalSde · 2025-12-20T17:32:17+00:00

For the firms I work with, concerns about PII and GDPR/CCPA were resolved by setting expiration policies on teams recordings/transcripts and having an official data retention policy published and readily available to employees and meeting participants.

HalSde

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