Wed.Jun 18, 2025

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Webinar Recap: CRM + Case Management: Scaling Firms for Growth

Lawmatics

As law firms grow, so do the complexities of managing both new leads and active cases. That’s why firms turn to purpose-built software to support each phase of the client journey, from intake to active cases and beyond. But having the right tools isn’t enough. Growth doesn’t come from stacking tools; it comes from connecting them in ways that simplify work and strengthen the client experience.

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Puerto Rico Adopts Duty of Technology Competence with Rule that Goes Farther than ABA Model

Law Sites

Ever since 2012, when the American Bar Association first adopted a duty of technology competence for lawyers as part of its Model Rules of Professional Conduct, its approach has been the template for state adoption of the duty. That approach was to incorporate the duty in a comment (Comment 8) to Model Rule 1.

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Fed.R.Civ.P. 26(g) Was Violated by Permitting Client Searches With Minimal Oversight by Counsel

E-Discovery LLC

Fed.R.Civ.P. 26(g) is called the “stop and think” rule. In Grullon v. Lewis , 2025 WL 1693425 (S.D.N.Y. Jun. 17, 2025), the court found a violation of that rule. The court held that: To satisfy the requirements of Rule 26(g)(1) and comply with counsel’s ethical obligations as an officer of the Court, counsel must be actively involved in searching and producing discovery to Plaintiff.

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A Special Interview with Aderant CEO Chris Cartrett Recorded Live at Its Momentum Global Conference

Law Sites

When Chris Cartrett was named CEO of legal technology company Aderant in 2022, he did so with the mission of aggressively advancing a cloud-first strategy throughout the company’s suite of business and financial software for law firms.

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Prep with Purpose: How to Build Better Trial Binders

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

Get ready to master the art and science of trial preparation organization that top attorneys rely on in this exclusive webinar! Attorney and law professor, Joe Stephens, J.D., will walk through proven systems for creating comprehensive trial notebooks and binders that transform scattered case materials into a powerful command center. Learning Objectives: Strategic Organization 📊 Learn the essential sections every trial notebook needs and how to structure them for maximum clarity and acce

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Asset Owners With $9.5 Trillion Call for Stopping Deforestation

Insurance Journal

A coalition of pension funds and insurance companies holding a combined $9.5 trillion of assets has called on investors to ensure their portfolios aren’t supporting or enabling deforestation.

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What Comes Before the Zero Draft? Exploring the Negative Draft

Attorney at Work

Ivy Grey | A negative draft helps clarify your thinking before the real writing begins. Use GenAI to figure out what you don't want. The post What Comes Before the Zero Draft? Exploring the Negative Draft appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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Legal AI Platform Harvey To Get LexisNexis Content and Tech In New Partnership Between the Companies

Law Sites

The generative AI legal startup Harvey has entered into a strategic alliance with LexisNexis Legal & Professional by which it will integrate LexisNexis’ gen AI technology, primary law content, and Shepard’s Citations within the Harvey platform and jointly develop advanced legal workflows.

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People Moves: Liberty Mutual Names Bhatnagar President, GRS Major Accounts; Geary Hired as TMHCC CEO of North America P/C; Willis Appoints Fisher to Lead Law Firms

Insurance Journal

Liberty Mutual Insurance Appoints Bhatnagar President, Major Accounts, GRS North America; Fallon Announces Retirement Liberty Mutual Insurance, headquartered in Boston, named Neal Bhatnagar president, major accounts, of Global Risk Solutions (GRS) North America, effective July 7.

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CAFC Says it Can’t Review Matters from ITC that Are Not Ancillary to a Final Determination

IP Watchdog

The U.S. Court of Appeals for the Federal Circuit (CAFC) issued a precedential decision today holding that it does not have jurisdiction to review appeals outside of final decisions on the merits from the International Trade Commission (ITC) that affect the entry of articles. Realtek appealed the ITC's denial of its motion for sanctions against Future Link, arguing that both the ITC ALJ and the Commission itself violated the Administrative Procedure Act (APA) by rejecting the sanctions request.

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Insurance Industry Rejects Proposed Moratorium on State AI Regulation

Insurance Journal

A proposed decade-long moratorium on state regulation of artificial intelligence has gained the attention of many, including those within the insurance industry.

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Leverage Trellis Court Data To Identify More Investment Opportunities

Finance teams find Trellis to be particularly effective in conducting comprehensive due diligence on both individuals and businesses. With our court data solution, financial experts can access critical litigation insights, making it an invaluable resource for informed decision-making in the financial sector.

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Dangerous Curves Ahead: Evolving Landscape of Patent Eligibility After Contour IP Holding

IP Watchdog

While the Alice v. CLS Bank decision has been with us for over 10 years, subject matter eligibility case law still seems to defy predictability. The recent Contour IP Holding case gives us a new data point and another curve on the road. In Contour IP Holding, a patented video streaming technology was initially struck down in the district courts as ineligible, only to be revived by the Federal Circuit in a rare 101 reversal.

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Groups Notify Musk’s AI Company of Intent to Sue Over Facility Pollution in Memphis

Insurance Journal

The NAACP and an environmental group said Tuesday that they intend to sue Elon Musk’s artificial intelligence company xAI over concerns about air pollution generated by a supercomputer facility located near predominantly Black communities in Memphis.

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Model Poisoning and Malware: GenAI’s Double-Edged Sword

Complex Discovery

Editor’s Note: As Generative AI becomes increasingly embedded in enterprise systems and security workflows, it is no longer just a technological innovation—it’s a cybersecurity paradox. This article draws on the European Commission’s Generative AI Outlook Report – Exploring the Intersection of Technology, Society, and Policy (JRC142598) to examine how GenAI is reshaping both the tools of defense and the tactics of attackers.

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Parametric Insurer Descartes Receives Investment From Battery Ventures

Insurance Journal

Descartes Underwriting, the Paris-based parametric insurer for climate and emerging risks, announced a strategic investment by Battery Ventures, a technology-focused investment firm. Financial details of the investment were not disclosed.

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The Tech-Savvy Paralegals Playbook: How To Leverage AI

Speaker: Allison Mears, Adela Wekselblatt, and George Socha

Artificial intelligence is reshaping the legal industry, and paralegals are at the forefront of this transformation. As AI becomes more integrated into legal workflows, paralegals can streamline their daily tasks, enhance efficiency, and add greater value to their firms and organizations. But what exactly does AI mean for paralegals today—and how can you leverage it to your advantage?

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Mediocre Results so Far for Deferred Subject Matter Eligibility Response Pilot

IP Watchdog

The U.S. Patent and Trademark Office (USPTO) today held a “USPTO Hour” webinar in which it shared the results thus far of its 2022 pilot program, the “Deferred Subject Matter Eligibility Response (DSMER) Pilot.” The DSMER Pilot was announced in January 2022 in response to a 2021 letter sent to the Office by Senators Thom Tillis (R-NC) and Tom Cotton (R-AR) asking then-interim Director Drew Hirshfeld to “initiate a pilot program directing examiners to apply a sequenced approach to patent examinat

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Finnish Insurer Sampo Picks Thorsrud as CEO to Succeed Magnusson

Insurance Journal

Finland’s Sampo Oyj appointed Morten Thorsrud to succeed retiring Torbjorn Magnusson as chief executive officer, in a sign of continuity at the helm of the property and casualty insurer.

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COST BITES 245: WHAT IS THE APPROPRIATE RESPONSE IF A SCHEDULE OF COSTS IS SERVED LATE? THE RULES, THE GUIDANCE AND THE CASE LAW CONSIDERED

Civil Litigation Brief

What is the appropriate response of the court if a schedule of costs is served late? This is an issue considered in a recent High Court judgment. It provides a good opportunity to review the rules, the guidance, and previous.

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US Supreme Court Sets Test for Which Courts Can Hear EPA Cases

Insurance Journal

The U.S. Supreme Court established rules of the road on Wednesday to determine when lawsuits challenging actions by the U.S.

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Smarter Patent Family Research: The Tools And Tactics You Need Now

Speaker: Andrew Klein

Are there mysteries lurking in your family tree? 🕵 No, not a long-lost half-brother - I'm talking about a patent family tree! IP paralegals need fast and easy ways to verify and report on essential data about foreign equivalents of US assets. Join us to master the global scope of key assets to support prosecution, portfolio management, litigation, licensing, competitive monitoring and more!

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WHEN THE JOINTLY INSTRUCTED EXPERT REPORT IS OF “LITTLE OR NO” ASSISTANCE TO THE COURT: A CASE IN POINT

Civil Litigation Brief

The courts encourages the use of jointly instructed experts However this does not mean that the case, or even key issues in the case, are necessarily determined by those experts. Here we have a case where the judge held that.

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Oklahoma Man Arrested for Illegal Marijuana Grow Operations

Insurance Journal

An Oklahoma man faces felony charges for illegally growing marijuana, Attorney General Genter Drummond’s office announced. Hui Tang, 51, of Kingfisher, was arrested in the wake of a May 29 raid by The Attorney General Office’s Organized Crime Task Force.

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SHOULD SKELETON ARGUMENTS BE MADE AVAILABLE TO THE PRESS (AND OTHERS) ?: ADVOCATES MUST BE PREPARED

Civil Litigation Brief

Is a person attending a public hearing entitled to sight of the skeleton arguments being used? Is disclosure confined to the press? What should happen if the skeleton refers to matters that fall foul of reporting restrictions? These are important.

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Waymo Expands Robotaxi Services Into More Parts of San Francisco Bay Area

Insurance Journal

Waymo will expand into more areas of the San Francisco peninsula and parts of Silicon Valley, as the sole commercial robotaxi operator in the U.S. seeks to scale up operations, the Alphabet unit said on Tuesday.

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AI for Paralegals: Everything You Need to Know (and How to Use It Safely)

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

Ready to cut through the AI hype and learn exactly how to use these tools in your legal work? Join this webinar to get practical guidance from attorney and AI legal expert, Joe Stephens, who understands what really matters for legal professionals! What You'll Learn: Evaluate AI Tools Like a Pro 🔍 Learn which tools are worth your time and how to spot potential security and ethics risks before they become problems.

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“NO ONE CAN EXPECT SOLICITORS TO PAY FOR VEHICLE INSPECTION REPORST PRODUCED BY SOMEONE OPERATING UNDER A PSEUDONYMN”: SOME INTERESTING ISSUES HERE

Civil Litigation Brief

This is a case of many layers. It relates to an initial application to restrain the presentation of a winding up petition. The respondent asserted that they did not have no notice of the application and sought to set the.

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UBS Confirms Data Stolen After Hack at External Supplier

Insurance Journal

UBS Group AG said that information about the company had been stolen in a cyber attack on one of its suppliers, following a report a Swiss newspaper that data on more than 130,000 employees had been subject to a hack.

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“THE COURT’S CONSCIENCE IS SHOCKED” BY THE CLAIMANT’S ADMITTED BEHAVIOUR: USE OF A RECORDING OF MATTERS THAT WERE CONFIDENTIAL: STRONG WORDS WHEN A JUDGE OVERTURNS AN INJUNCTION GRANTED WITHOUT NOTICE

Civil Litigation Brief

There have been some strong judicial criticisms recorded on this site over the years. I cannot recall much stronger than this case where the judge stated that "the court's conscience was shocked" at the conduct of the claimant, both in.

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King Risk Acquires Nobles Agency in North Carolina

Insurance Journal

King Risk Partners, one of the largest insurance brokerages in the U.S., has acquired Nobles Insurance Agency in North Carolina, King Risk announced this week.

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Fresh Out of School: How to Become an Expert Paralegal

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

The difference between a paralegal and an exceptional paralegal isn't just competence—it's the bold initiative to anticipate needs, master hidden firm dynamics, and transform challenges into opportunities that showcase your indispensable value. Join this webinar with attorney Joe Stephens to get an insider's perspective into how you can become a strategic asset to your practice!

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SUBSCRIBER NEWS: SOME COMMON QUESTIONS CONSIDERED: UPGRADING MEMBERSHIP, USING MEMBERSHIP ON DIFFERENT DEVICES, CHANGING MEMBERS AND MEANS OF SUBSCRIPTION

Civil Litigation Brief

It is eight days since CLB became a subscription site. I’m glad to say that the numbers visiting the site have not gone down and the membership system is working well. There are a number of common questions I am.

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How Big Batteries Could Prevent Summer Power Blackouts

Insurance Journal

In any other year, May 14 may well have been an energy disaster in Texas. Temperatures climbed to seasonal levels not seen in over a century: 92F in Dallas, 95F in Houston and 104F in Laredo.

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“A PERSON WHO SUBMITS A WITNESS STATEMENT… MUST KNOW THE COURT MAY EXPRESS VIEWS AS TO WHAT THE WITNESS HAS SAID”: COURT CONSIDERS APPLICATION FOR DELAYING PUBLICATION OF A JUDGMENT

Civil Litigation Brief

We are looking at a short postscript to the case examined in the previous post. The judge made observations that were critical of a witness who had made a statement in support of an injunction. The claimant asked for the.

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Perelman at $410 Million Art Trial Says Fire Faded His Works

Insurance Journal

Ron Perelman told a judge that five of his paintings totaling over $400 million in value lost their luster from a fire in his Hamptons home, at the trial of his lawsuit seeking to force his insurers to cover the …

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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