June, 2025

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The 5-Minute Matter Review: A Weekly Ritual for Project-Oriented Law Firms

Attorney at Work

Process Improvement Tips | The 5-Minute Matter Review is a simple away to bring visibility, control and accountability to your work. The post The 5-Minute Matter Review: A Weekly Ritual for Project-Oriented Law Firms appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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In A Mega Deal, Clio Buys vLex for $1 Billion, Merging AI, Research and Practice Management

Law Sites

In a landmark deal that will undoubtedly reshape the legal tech landscape, law practice management company Clio has signed a definitive agreement to acquire the AI and legal research company vLex for $1 billion in cash and stock.

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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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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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No Objections: Better Case Management with AI for Paralegals

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

Join this session to get a fresh look at how AI tools can help you work smarter, faster, and more effectively! Attorney and law professor Joe Stephens, J.D., will walk you through the complete journey of a legal case—from the first client meeting through the final outcome—while showing you how artificial intelligence can transform your daily work at each important step.

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Weeks Later, Erie and Philadelphia Insurance Still Working to Restore Networks

Insurance Journal

Erie Insurance reports that it has made progress in reconnecting several business systems and applications as it continues to recover from a network outage that is now 17 days old.

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Solutions for a Better Patent System | IPWatchdog Unleashed

IP Watchdog

The premise of the conversation was to identify solutions for a better patent system that would improve the current state of the system without empowering bad actors, such as patent trolls. I begin the conversation offering each of the panelists an open mic to start so they can set forth their preliminary thoughts. Ultimately, Judge Newman reached her conclusion: “I was wrong.

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The Battle for Small Law Dominance in the AI Agent Era: Microsoft vs. Google

Law Sites

Microsoft dominates small law tech, but it’s fumbling the AI agent transition. Google sees the opening. The Unexpected Opening In most small law offices, youll find a familiar tech stack: Outlook, Word, Excel, Teams. Microsoft is the default productivity suite for the legal world. It has been for decades.

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Why Most Law Firms Miss Easy Wins — And How to Fix It

Lawmatics

Growth comes from converting the leads you're already paying to attract. Most firms generate more interest than they convert. A referral that didn’t get a reply. A form fill that went unanswered. A no-show that was never rebooked. Without structure, those opportunities sit idle, and marketing dollars go unused. So how do you make the most of every lead?

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All Metadata is Not Equal – Court Orders Narrower Request

E-Discovery LLC

In Heym v. APG Housing, LLC, 2025 WL 1661414 (D. Md. June 11, 2025)(Coulson, J.), the Court applied its Principles for the Discovery of Electronically Stored Information in Civil Cases (“ESI Principles”) to order that a discovering party narrow its request for metadata. THE DISTRICT OF MARYLAND’S “ESI PRINCIPLES” The development of the District of Maryland’s ESI Principles was described in Alicia Shelton and Michael Berman, “The ESI Principles,” in M.

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Size of Florida’s Slide Insurance Exec Compensation Has Tongues Wagging

Insurance Journal

When Tampa-based Slide Insurance registered for an initial public stock offering last week, one page of the filing quickly had people talking in the Florida insurance industry. On page 132 of the filing with the U.S.

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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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Navigating Tribal Law Research: A Short Guide for Washington Attorneys

WA Bar News

COLUMN> Write to Counsel Illustration © Getty/Bastinda18 BY AMANDA K. STEPHEN In law school, you probably learned how to find both state and federal law in your legal research and writing classes. But did you know that there is an important third source of law? It’s Tribal law. (And, yes, you should capitalize “Tribal.” 1 ) Since time immemorial, Tribes have “engaged in dispute resolution and the effectuation of [T]ribal justice.” 2 But modern-day Tribal law refers to the law set out by each

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The AI Adoption Divide Dominates the 2025 Future of Professionals Report

Attorney at Work

The clock is ticking for law firms without a clear AI adoption strategy. Highlights from the Thomson Reuters Future of Professionals Report. The post The AI Adoption Divide Dominates the 2025 Future of Professionals Report appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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On LawNext: Litera’s Avaneesh Marwaha: The CEO Who Left Before AI and Returned to Lead Through It

Law Sites

What happens when a CEO steps away from a legal tech company just before the generative AI revolution explodes, then returns two years later amid a landscape that is being dramatically transformed? For LiterasAvaneesh Marwaha, that is exactly what happened.

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Deep Dive Recap: Streamline Your Intake With One Powerful Form

Lawmatics

Intake is often the first real interaction a prospective client has with your firm — and the experience matters. The right form doesn’t just collect information; it sets the tone, guides the conversation, and lays the groundwork for everything that follows. That’s why building a single, thoughtful intake form can have an outsized impact on your workflow, your team’s efficiency, and how clients experience your brand from day one.

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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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Requests for Documents “Sufficient to Show,” Instead of “Any and All” Documents

E-Discovery LLC

In The Loan Source Inc. v. Newity LLC , 2025 WL 1755230 (D. Del. Jun. 25, 2025), plaintiffs’ request for production number 19 sought documents “sufficient to show Defendants’ efforts to settle a lawsuit….” Their motion to compel was granted over relevance and other objections. The court wrote: “Thus, Defendants must produce documents sufficient to show their efforts to settle the ExWorks litigation….

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Viewpoint: Cyber Is a Product for Everyone, so Let’s Start Acting Like it

Insurance Journal

If this latest wave of retail cyberattacks proves anything, it’s that any business in any sector and of any size can find itself breached.

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THE BASICS OF JURY PERSUASION

Plaintiff Trial Lawyer Tips

We know that the three main ways in which we can have jury insight are: focus groups, mock trials, and community attitude surveys. These studies reveal how jury empowerment and trial presentation impact jury decisions. Jury empowerment can significantly impact trial outcomes, particularly in terms of fairness and representation. Empowering a jury requires persuasive storytelling, emotional connection, and clear framing of the case.

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Life After Law: Why Do So Many Men Postpone Retirement?

Attorney at Work

Camille Stell | Fear of the unknown keeps many male lawyers from retirement, but there's a positive upside to proactively planning your life after law. The post Life After Law: Why Do So Many Men Postpone Retirement? appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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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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AI Timekeeping Platform Laurel Raises $100M In Series C Round

Law Sites

Just four months ago in an article here, I caught up with founder and CEO Ryan Alshak for an update on Laurel, the company that provides automated time capture and analytics for law firms and other professional services firms.

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In Conversation with Sound Legal Aid

WA Bar News

COLUMN > PRO BONO ORGANIZATION OF THE MONTH Q&A with Sandra Miller and Stacy Hicks Illustration © Getty/musalim Q. Tell us a bit about the history of your organization or clinic. What is your organization’s philosophy? Why do you do what you do? Sound Legal Aid was founded over three decades ago with the belief that access to justice should not depend on a person’s income.

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Privilege Log Deemed Partially Inadequate

E-Discovery LLC

In Gilbane Bldg. Co. v. School Bd. of Broward County , 2025 WL 1615553 (S.D. Fl. Jun 6, 2025), plaintiff moved to compel a “compliant” privilege log. The court decided six issues. The court wrote: “I agree that Defendant must serve an amended privilege log with additional information (as described below), though not everything that Plaintiff is requesting.

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Reputation Risk Can Overshadow Ransom in Cyberattacks, Aon Says

Insurance Journal

The cost of a cyberattack extends far beyond any immediate mitigation expenses or ransoms paid. Reputational costs and dipping stock values can be a significant portion of losses, according to the new Aon Global 2025 Cyber Risk Report.

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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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Six Tips to Save You Money on Court Reporting Services (Updated)

Planet Depos

By Suzanne Quinson Litigation is expensive, and few clients are of the “money is no object” mentality, so finding ways to save them money is imperative. Below are six tips for reducing court reporting costs: Go paperless ! Hardbound transcripts incur additional expenses. Go green and save your client’s green with electronic delivery. Need to schedule international depositions ?

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From Invisible to Influential: A Quick Guide to Attorney Video Marketing

Attorney at Work

Kerry Barrett | The digital-first vetting process has become standard practice for clients choosing legal representation. The post From Invisible to Influential: A Quick Guide to Attorney Video Marketing appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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Thomson Reuters Teases Upcoming Release of Agentic CoCounsel AI for Legal, Capable of Complex Workflows

Law Sites

Thomson Reuters today announced the launch of the “next gen” of its CoCounsel artificial intelligence platform, marking what the company describes as a fundamental shift from AI assistants that respond to prompts to intelligent agentic systems that can plan, reason and execute complex multi-step workflows within professional environments.

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Restoring Faith in the Law

WA Bar News

Attorneys take public oath on Law Day 2025 amid rising distrust Photo © Tyler Tjomsland/The Spokesman-Review By Katrina Mulligan On May 1, in honor of Law Day, over 1,600 legal professionals across the state—from rural courthouse steps to urban courtrooms and law schools—publicly retook their oaths to uphold the rule of law, reaffirming their commitment to the Constitution and equal justice for all. 1 The Washington State Bar Association (WSBA) coordinated this year’s events, joining a mor

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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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Sanctions Denied Because of Lack of Prejudice, Despite Breach of Duty to Preserve Video

E-Discovery LLC

Marris Hoffee and Michael Berman In Moore v. Wash. Metro. Area Transit Auth., 2025 WL 1374125 (D. Md. May 30, 2025), the District of Maryland applied a three-part test for imposing spoliation sanctions. Ms. Moore alleged that she was injured when the wheelchair lift of a MetroAccess van suddenly jolted, causing her to fall. Although she did not see what the lift operator did, she believed that he did not operate the lift properly.

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Report: Long COVID Accounted for Three Quarters of California Comp Virus Claim Payments

Insurance Journal

Long COVID cases accounted for 82.1% of the treatment payments on COVID claims and 73.7% of all COVID-19 claim payments in California’s workers’ compensation system, according to a study.

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How to Prepare For a Remote Deposition (Updated)

Planet Depos

So, you’re going remote with your depositions, and you want to make sure they are the next best thing to in-person? With proper preparation, there’s no reason to worry that your remote deposition will be any less effective than the typical deposition with everyone in the same room. Here are some tips to set you up for remote deposition success. Know the notary rules!

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You Hired a Rainmaker: Now What? Create an Integration Plan

Attorney at Work

Jay Harrington | A successful integration strategy looks like a business development campaign. Law firms that get it right do these four things well. The post You Hired a Rainmaker: Now What? Create an Integration Plan appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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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!