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Technologies for Lawyers
www.theajna.io
About
Satya
Satya Pal
About
Satya
Satya Pal, COO with Digiscape Tech Solutions Ltd (an India Today group
company), has over 28 years of experience in technology industry. He has
been working with mainly with open source technologies to develop
business applications. Satya’s focus is developing world-class platforms for
Publishing industries and tools like Workflow Management, Content
Delivery and Analytics in the overall publishing software value chain.
Satya did M.tech in Computer Science and M.Sc in Physics. Satya has
previously worked with companies like MPS Technologies, HCL
Technologies, JK Industries, Quark, and Wolters Kluwer.
At MPS, he heads the platform business from Technologies, Product
Development and Support. THINK360, DigiCore, MAG+, and MPS
Fulfillment services are Satya’s focus as well as the P/L for the business
units. Additionally, Satya also manages offshore (USA) and onshore
(Noida, Chennai and Gangtok) teams.
25 July 2020Page 3
Agenda
Challenges
Why technologies are important for Lawyers?
CRM solutions , Workflow based solutions
Management Tools
Content Platforms
Scheduling and notification based solutions
Search and Save - ePlatforms
25 July 2020Page 4
Tools and Platforms
Let us start with a list of challenges for Law Profession
Challenges
 Long hours
 Lots of duplication of work
 Details to prepare for cases – this is major time consuming
 Introduction of New Technologies is always a challenge in every industry
 Increasingly Competitive landscape
 Scheduling and manging the clients
 Managing cases details with complete background
 Considering the current situation and going forward, how digital tools can be effective and ensuring
no impact to work
 Ethics – not all of your clients going to be innocent
25 July 2020Page 5
Why technologies are important to Lawyers?
– Experts say 23% of lawyers’ work can be automated—law schools are trying to stay ahead of the curve
– Legal profession is not immune to Technology penetration
– Advances in technology such as artificial intelligence allow modern software to scan legal documents, streamline
communications and find relevant casework for lawyers
– As per US data, only 46% people have access to legal system.
– Technology can play a vital in moving the courtroom to online in future. In a digital society, we should certainly be able to
institute extended courts where we go beyond decisions made by judges to some kind of diagnostic system to guide
people regarding their legal options, how to assemble evidence, and provide alternative ways for dispute resolution
– Outcome Thinking – Technology will play role in future that we will have systems that can predict the outcomes of court
decisions based on past decisions by using predictive analytics.
– Imagine if people had the option instead of waiting for a court date (and support from the traditional legal system) to use a machine-learning
system to make a prediction about the likely outcome of a case and then accept that as a binding determination
“Change is the only constant in life,” so said Heraclitus, the Greek philosopher, around 500 B.C
25 July 2020Page 6
Why technologies are important to Lawyers?
– We have talked about making the court room itself online and that is definitely requires a strong political will.
– We have seen such similar changes happening in Medical Science and it is now a common norm to take consultation over phone/Video.
– In last 4 months, entire world has experienced and started to believe in New Online Education system and how it opens up multiple
revenue models instead challenging the existing one.
– Law and Court room – in the near future, it can be new normal and opens up new window of opportunities for lawyers.
– Some legal work can now be done by machines when in the past, this was unthinkable.
– Large disputes often have a huge number of documents to analyse. Typically, armies of young lawyers and paralegals are put to work to
review these documents. A properly trained machine can take over this work. Document drafting by machines is also gaining traction.
We also see systems that can predict the outcome of disputes. We're beginning to see machines take on many tasks that we used to think
were the exclusive role of lawyers.
– Tomorrow's lawyers will be the people who develop the systems that will solve clients' problems. These legal professionals will be
legal knowledge engineers, legal risk managers, system development, experts in design thinking, and more.
– These people will develop new ways of solving legal problems with the support of technology
– In many ways, the legal sector is undergoing the digitization that other industries have gone through, and because it's very document-
intensive, it's actually an industry poised to benefit greatly from what technology can offer.
– Future of Lawyers
– Tech for Lawyers
“Change is the only constant in life,” so said Heraclitus, the Greek philosopher, around 500 B.C
25 July 2020Page 7
Why technologies are important to Lawyers?
– Law Firm Design – The increasing need for firms to work more collaboratively and more transparently while utilizing less
space has dominated the strategic thinking for future success.
– New “Partners” — While many firms will continue to hire bright lawyers, they must now look to hire an IT partner as a
value-add to their legal environment. Some law firms don’t have the ability to successfully implement IT solutions on their
own
– AI/ML - Legal professionals need solutions that offer:
– Forensic data collection, computer forensic analysis, data processing, hosting and production.
– AI already all around us in our personal and professional lives – from virtual assistants like Siri to the deep learning features of the Internet
that use data much faster than humans can.
– I foresee AI transforming the way legal services are delivered with an increase of tools for technology-assisted review, analytics and early
case assessment. These will further help reduce dataset sizes and legal spend
“Change is the only constant in life,” so said Heraclitus, the Greek philosopher, around 500 B.C
25 July 2020Page 8
Technologies
– Blockchain : is a distributed ledger (or register) made up of digitally recorded and encrypted
(cryptographically hashed) data in the form of blocks, which when connected via the distributed
network of computers storing the blocks, form the blockchain.
– Blockchain is immutable
– Blockchain is highly hack-resistant
– Security – Transaction data is cryptographically “hashed” before being placed in blockchain
– Lawyers can leverage blockchain technology to streamline and simplify their transactional work, digitally sign
and immutably store legal agreements. Using scripted text, smart contracts, and automated contract
management reduces excessive time spent preparing, personalizing and maintaining standard law
documents.
– Distributed ledger technology creates a shared ledger accessible by all parties to an agreement. Blockchain-
based contracts have baked-in compliance, no surprises, and no room for misinterpretation.
– Lawyers spend up to 48% of their time on administrative tasks -
Blockchain Technology
25 July 2020Page 9
Technologies
– Electronic Signatures
– Intellectual Property
– Property Rights
– Chain of Custody
– Tokenization
– Decentralized Autonomous Organizations (DAO)
– Limited Liability Autonomous Organizations (LAO)
– Automated Regulatory Compliance
– Machine to Machine Payments
– Blockchain-Based Arbitration System
Blockchain Technology – use cases for legal industry
25 July 2020Page 10
Technologies
– Internet – it is the de-facto now for all functions
– Video
– Video conferencing
– Client Meetings
– Evidence recording
– Court Appearances
– Online resolutions
– AI/ML – this is entering in every walks of life. However, legal has not been very digital so far and without having past data, AI/ML
does not offer good results so in coming times, it will play very intelligent role in moving things forward with speed
– Computer Vision – In many cases, it will act very supporting tool for legal industry. Facial Recognition and matching images are few of
these.
– Smart Contract
– RPA – Automate multiple aspects of legal; work and this is kind of showing up now
– Legal Automation using ERP and integration with other services in Law Firm
Technologies
25 July 2020Page 11
Technologies
– Cloud computing is the on-demand availability of computer system resources, especially data storage and computing power, without
direct active management by the user.
– One benefit of using cloud computing services is that firms can avoid the upfront cost and complexity of owning and maintaining their
own IT infrastructure, and instead simply pay for what they use, when they use it.
– Why is it called cloud computing? - location of the service, and many of the details such as the hardware or operating system on which it
is running, are largely irrelevant to the user
Cloud Technologies
25 July 2020Page 12
Technologies
– Use cases and benefits:
– Cost Savings
– Security
– Flexibility
– Mobility
– Insight
– Increased Collaboration
– Quality Control
– Disaster Recovery
– Loss Prevention
– Automatic Software Updates
– Competitive Edge
– Sustainability
Cloud Technologies
Cloud Based solution – this is
definitely transforming many
areas and working out very cost
effective and moving away from
big capex investment to Opex
25 July 2020Page 13
Platform and Tools
– Technology is key to the future ready lawyer
– Coping with increased volume and complexity of information (72% report expected impact);
– Emphasis on improved efficiency and productivity (71%);
– Understanding which legal technologies deliver the highest value (69%);
– Meeting changing client and leader expectations (68%); and
– Financial issues including greater price competition, alternative fee structures and cost containment pressures (68%).
– The Future Ready Lawyer Survey from Wolters Kluwer - also examined the technologies lawyers are using today and plan to implement over
the next three years. The number of organizations using transformational technologies, including artificial intelligence (AI), predictive
analytics, machine learning, blockchain, smart contracts and decision support tools, is expected to approximately double by 2022,
according to the report. Technology Leaders expect to embrace these technologies at a higher rate than Transitioning organizations, across the
board.
– There’s a gap, however, in understanding the benefits of new technology, and expected impact. More than one-half of lawyers expect to see
some impact from transformational technologies over the next three years – but fewer than 24% say they understand them very well. As may
be expected, millennials score higher in both forecasting the impact of these new technologies and understanding how they can be used.
– .
 We talked enough about the use but what are those key technologies
25 July 2020Page 14
Platform and Tools
– Benchmarking survey revealed that 64.7% of law firms are increasing using communication
technologies to offer people to work remotely and be equal effective
– Voice Mail
– Video Conferencing
– Messaging
– Email
– Automating eDiscovery solutions/platforms
– In preparing cases, lawyers need to spend many hours sifting through documents to find relevant evidence. Today, most of these documents are digital.
Evidence could come from email, mobile devices, database archives, or IoT devices. eDiscovery tasks are often relegated to paralegals. Even so, the process
can be costly to clients because of the time it takes.
– eDiscovery automation software uses analytics to speed up the process. Advanced analytics can search for keywords and phrases. Automation also eliminates
irrelevant documents, streamlining the process.
 We talked enough about the use but what are those key technologies
25 July 2020Page 15
Platform and Tools for productivity and being organised
– App4Legal www.app4legal.com. a "Legal Practice Management Solution".
– CRM Tools for Case Management
– Digital business management platforms have been adapted to meet the needs of legal case management. The software allows lawyers to
automate many of the processes associated with case management, including scheduling important dates, organizing contact lists,
managing documents, and entering data for billing.
– Digital case management makes it easier to share documents with other lawyers in the firm when necessary. Case management
platforms may be web-based, making them accessible to lawyers who are working remotely on mobile devices.
– Leveraging Analytics
– Cognitive analytics help automate time-consuming and routine legal processes. Natural language processing can be used to examine
textual threads and understand the context of complex statements in legal documents.
– The tech start-up LawGeex uses artificial intelligence to analyse contracts and automate the editing and approval process.
– Creating Online Communities
– Online communities can help disadvantaged and underserved communities gain access to pro bono legal advice, resources, and
counselling. They also connect lawyers and law students so information can be shared and issues in the profession can be debated.
 We talked enough about the use but what are those key technologies
25 July 2020Page 16
Platform and Tools for productivity and being organised
– Kleos – Wolters Kluwer
– Our evidence-based information, actionable insights and integrated workflow solutions help customers
make the right decisions and streamline legal and regulatory compliance to ensure more transparent, just
and safe societies.
– Lexis Nexis for Contents
– Grammarly
– Practice Management Software – SaaS
– Casetext and Ravel Law.
– LawStream
– Tmetric
– Black’s Law Dictionary
– https://www.cicerosoftware.com/en/
 Platforms and Tools
25 July 2020Page 17
Platform and Tools for productivity and being organised
- Westlaw – for research purpose
- Pathlegal
- Wunderlist
- Lawyer Case Diary
- Dropbox
- ActionStep – Manage Cases, Billing etc
- Smart Advocate
- iManage
- TrialPad
- RocketLawyer
 Platforms and Tools
25 July 2020Page 18

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Technologies for Lawyers - Legal Sector

  • 2. About Satya Satya Pal, COO with Digiscape Tech Solutions Ltd (an India Today group company), has over 28 years of experience in technology industry. He has been working with mainly with open source technologies to develop business applications. Satya’s focus is developing world-class platforms for Publishing industries and tools like Workflow Management, Content Delivery and Analytics in the overall publishing software value chain. Satya did M.tech in Computer Science and M.Sc in Physics. Satya has previously worked with companies like MPS Technologies, HCL Technologies, JK Industries, Quark, and Wolters Kluwer. At MPS, he heads the platform business from Technologies, Product Development and Support. THINK360, DigiCore, MAG+, and MPS Fulfillment services are Satya’s focus as well as the P/L for the business units. Additionally, Satya also manages offshore (USA) and onshore (Noida, Chennai and Gangtok) teams.
  • 3. 25 July 2020Page 3 Agenda Challenges Why technologies are important for Lawyers? CRM solutions , Workflow based solutions Management Tools Content Platforms Scheduling and notification based solutions Search and Save - ePlatforms
  • 4. 25 July 2020Page 4 Tools and Platforms Let us start with a list of challenges for Law Profession Challenges  Long hours  Lots of duplication of work  Details to prepare for cases – this is major time consuming  Introduction of New Technologies is always a challenge in every industry  Increasingly Competitive landscape  Scheduling and manging the clients  Managing cases details with complete background  Considering the current situation and going forward, how digital tools can be effective and ensuring no impact to work  Ethics – not all of your clients going to be innocent
  • 5. 25 July 2020Page 5 Why technologies are important to Lawyers? – Experts say 23% of lawyers’ work can be automated—law schools are trying to stay ahead of the curve – Legal profession is not immune to Technology penetration – Advances in technology such as artificial intelligence allow modern software to scan legal documents, streamline communications and find relevant casework for lawyers – As per US data, only 46% people have access to legal system. – Technology can play a vital in moving the courtroom to online in future. In a digital society, we should certainly be able to institute extended courts where we go beyond decisions made by judges to some kind of diagnostic system to guide people regarding their legal options, how to assemble evidence, and provide alternative ways for dispute resolution – Outcome Thinking – Technology will play role in future that we will have systems that can predict the outcomes of court decisions based on past decisions by using predictive analytics. – Imagine if people had the option instead of waiting for a court date (and support from the traditional legal system) to use a machine-learning system to make a prediction about the likely outcome of a case and then accept that as a binding determination “Change is the only constant in life,” so said Heraclitus, the Greek philosopher, around 500 B.C
  • 6. 25 July 2020Page 6 Why technologies are important to Lawyers? – We have talked about making the court room itself online and that is definitely requires a strong political will. – We have seen such similar changes happening in Medical Science and it is now a common norm to take consultation over phone/Video. – In last 4 months, entire world has experienced and started to believe in New Online Education system and how it opens up multiple revenue models instead challenging the existing one. – Law and Court room – in the near future, it can be new normal and opens up new window of opportunities for lawyers. – Some legal work can now be done by machines when in the past, this was unthinkable. – Large disputes often have a huge number of documents to analyse. Typically, armies of young lawyers and paralegals are put to work to review these documents. A properly trained machine can take over this work. Document drafting by machines is also gaining traction. We also see systems that can predict the outcome of disputes. We're beginning to see machines take on many tasks that we used to think were the exclusive role of lawyers. – Tomorrow's lawyers will be the people who develop the systems that will solve clients' problems. These legal professionals will be legal knowledge engineers, legal risk managers, system development, experts in design thinking, and more. – These people will develop new ways of solving legal problems with the support of technology – In many ways, the legal sector is undergoing the digitization that other industries have gone through, and because it's very document- intensive, it's actually an industry poised to benefit greatly from what technology can offer. – Future of Lawyers – Tech for Lawyers “Change is the only constant in life,” so said Heraclitus, the Greek philosopher, around 500 B.C
  • 7. 25 July 2020Page 7 Why technologies are important to Lawyers? – Law Firm Design – The increasing need for firms to work more collaboratively and more transparently while utilizing less space has dominated the strategic thinking for future success. – New “Partners” — While many firms will continue to hire bright lawyers, they must now look to hire an IT partner as a value-add to their legal environment. Some law firms don’t have the ability to successfully implement IT solutions on their own – AI/ML - Legal professionals need solutions that offer: – Forensic data collection, computer forensic analysis, data processing, hosting and production. – AI already all around us in our personal and professional lives – from virtual assistants like Siri to the deep learning features of the Internet that use data much faster than humans can. – I foresee AI transforming the way legal services are delivered with an increase of tools for technology-assisted review, analytics and early case assessment. These will further help reduce dataset sizes and legal spend “Change is the only constant in life,” so said Heraclitus, the Greek philosopher, around 500 B.C
  • 8. 25 July 2020Page 8 Technologies – Blockchain : is a distributed ledger (or register) made up of digitally recorded and encrypted (cryptographically hashed) data in the form of blocks, which when connected via the distributed network of computers storing the blocks, form the blockchain. – Blockchain is immutable – Blockchain is highly hack-resistant – Security – Transaction data is cryptographically “hashed” before being placed in blockchain – Lawyers can leverage blockchain technology to streamline and simplify their transactional work, digitally sign and immutably store legal agreements. Using scripted text, smart contracts, and automated contract management reduces excessive time spent preparing, personalizing and maintaining standard law documents. – Distributed ledger technology creates a shared ledger accessible by all parties to an agreement. Blockchain- based contracts have baked-in compliance, no surprises, and no room for misinterpretation. – Lawyers spend up to 48% of their time on administrative tasks - Blockchain Technology
  • 9. 25 July 2020Page 9 Technologies – Electronic Signatures – Intellectual Property – Property Rights – Chain of Custody – Tokenization – Decentralized Autonomous Organizations (DAO) – Limited Liability Autonomous Organizations (LAO) – Automated Regulatory Compliance – Machine to Machine Payments – Blockchain-Based Arbitration System Blockchain Technology – use cases for legal industry
  • 10. 25 July 2020Page 10 Technologies – Internet – it is the de-facto now for all functions – Video – Video conferencing – Client Meetings – Evidence recording – Court Appearances – Online resolutions – AI/ML – this is entering in every walks of life. However, legal has not been very digital so far and without having past data, AI/ML does not offer good results so in coming times, it will play very intelligent role in moving things forward with speed – Computer Vision – In many cases, it will act very supporting tool for legal industry. Facial Recognition and matching images are few of these. – Smart Contract – RPA – Automate multiple aspects of legal; work and this is kind of showing up now – Legal Automation using ERP and integration with other services in Law Firm Technologies
  • 11. 25 July 2020Page 11 Technologies – Cloud computing is the on-demand availability of computer system resources, especially data storage and computing power, without direct active management by the user. – One benefit of using cloud computing services is that firms can avoid the upfront cost and complexity of owning and maintaining their own IT infrastructure, and instead simply pay for what they use, when they use it. – Why is it called cloud computing? - location of the service, and many of the details such as the hardware or operating system on which it is running, are largely irrelevant to the user Cloud Technologies
  • 12. 25 July 2020Page 12 Technologies – Use cases and benefits: – Cost Savings – Security – Flexibility – Mobility – Insight – Increased Collaboration – Quality Control – Disaster Recovery – Loss Prevention – Automatic Software Updates – Competitive Edge – Sustainability Cloud Technologies Cloud Based solution – this is definitely transforming many areas and working out very cost effective and moving away from big capex investment to Opex
  • 13. 25 July 2020Page 13 Platform and Tools – Technology is key to the future ready lawyer – Coping with increased volume and complexity of information (72% report expected impact); – Emphasis on improved efficiency and productivity (71%); – Understanding which legal technologies deliver the highest value (69%); – Meeting changing client and leader expectations (68%); and – Financial issues including greater price competition, alternative fee structures and cost containment pressures (68%). – The Future Ready Lawyer Survey from Wolters Kluwer - also examined the technologies lawyers are using today and plan to implement over the next three years. The number of organizations using transformational technologies, including artificial intelligence (AI), predictive analytics, machine learning, blockchain, smart contracts and decision support tools, is expected to approximately double by 2022, according to the report. Technology Leaders expect to embrace these technologies at a higher rate than Transitioning organizations, across the board. – There’s a gap, however, in understanding the benefits of new technology, and expected impact. More than one-half of lawyers expect to see some impact from transformational technologies over the next three years – but fewer than 24% say they understand them very well. As may be expected, millennials score higher in both forecasting the impact of these new technologies and understanding how they can be used. – .  We talked enough about the use but what are those key technologies
  • 14. 25 July 2020Page 14 Platform and Tools – Benchmarking survey revealed that 64.7% of law firms are increasing using communication technologies to offer people to work remotely and be equal effective – Voice Mail – Video Conferencing – Messaging – Email – Automating eDiscovery solutions/platforms – In preparing cases, lawyers need to spend many hours sifting through documents to find relevant evidence. Today, most of these documents are digital. Evidence could come from email, mobile devices, database archives, or IoT devices. eDiscovery tasks are often relegated to paralegals. Even so, the process can be costly to clients because of the time it takes. – eDiscovery automation software uses analytics to speed up the process. Advanced analytics can search for keywords and phrases. Automation also eliminates irrelevant documents, streamlining the process.  We talked enough about the use but what are those key technologies
  • 15. 25 July 2020Page 15 Platform and Tools for productivity and being organised – App4Legal www.app4legal.com. a "Legal Practice Management Solution". – CRM Tools for Case Management – Digital business management platforms have been adapted to meet the needs of legal case management. The software allows lawyers to automate many of the processes associated with case management, including scheduling important dates, organizing contact lists, managing documents, and entering data for billing. – Digital case management makes it easier to share documents with other lawyers in the firm when necessary. Case management platforms may be web-based, making them accessible to lawyers who are working remotely on mobile devices. – Leveraging Analytics – Cognitive analytics help automate time-consuming and routine legal processes. Natural language processing can be used to examine textual threads and understand the context of complex statements in legal documents. – The tech start-up LawGeex uses artificial intelligence to analyse contracts and automate the editing and approval process. – Creating Online Communities – Online communities can help disadvantaged and underserved communities gain access to pro bono legal advice, resources, and counselling. They also connect lawyers and law students so information can be shared and issues in the profession can be debated.  We talked enough about the use but what are those key technologies
  • 16. 25 July 2020Page 16 Platform and Tools for productivity and being organised – Kleos – Wolters Kluwer – Our evidence-based information, actionable insights and integrated workflow solutions help customers make the right decisions and streamline legal and regulatory compliance to ensure more transparent, just and safe societies. – Lexis Nexis for Contents – Grammarly – Practice Management Software – SaaS – Casetext and Ravel Law. – LawStream – Tmetric – Black’s Law Dictionary – https://www.cicerosoftware.com/en/  Platforms and Tools
  • 17. 25 July 2020Page 17 Platform and Tools for productivity and being organised - Westlaw – for research purpose - Pathlegal - Wunderlist - Lawyer Case Diary - Dropbox - ActionStep – Manage Cases, Billing etc - Smart Advocate - iManage - TrialPad - RocketLawyer  Platforms and Tools