LexFusion – Better Together
The legal professional's first call. Modernize your law practice through cutting-edge technology, global services, and process expertise.
“My time is scarce. That is why I take every meeting the LexFusion team recommends. Those engagements always bring me value. And I reach out to LexFusion for counsel because they have a superior view on the market and can advise me on the best options for our needs. They help me make better decisions faster in an incredibly noisy information market with a focus on the long game. That’s why I trust them.”
Jason Barnwell, General Manager for Digital Transformation of Corporate, External, and Legal Affairs at Microsoft
“Building a global legal function from scratch, I recognized tech was essential to serving the business at scale and pace. But I am bandwidth constrained—limited time for vendor meetings, let alone deep education and labor-intensive RFPs. I needed to move quickly, with confidence. There was only one place to turn to accelerate our journey. Trusting LexFusion was among the best decisions I’ve made in my role.”
Courtney Ozer, Chief Legal Officer & Corporate Secretary, LiveKindly
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A collaborative circle of curated, truly excellent legal innovation companies, across mature and maturing categories of innovation.
LexFusion can make you a better lawyer, lower your costs, and increase your profits. Tomorrow, and together, we will continue to redefine the practice and operations of law.
March 6, 2023 | Featured
August 10, 2022 | Featured
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March 24, 2022 | Featured
LexFusion would like two hours of your focused time and attention each calendar year. We promise to educate you on the state of legal innovation. You will walk away understanding the leading (and mature) solutions which can cut costs, improve outcomes, and increase transparency.
LexFusion will also work with you to see further over the horizon, to the innovations that will define practice of tomorrow.
Get ConsultationLexFusion wants to know our fellow travelers in the legal innovation journey. Please set up time for us to understand where you fit into the ecosystem. Maybe you should join our community someday?
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M&A, Technology
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Lawyer Training &
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Legal Marketplace
Chief Executive Officer
Mr. Borstein is a veteran of the legal innovation world, having held both domestic and global growth-leadership roles at Pangea3 (via Thomson Reuters and EY).
Joe is a founding member of the advisory board of the University of Pennsylvania’s Carey School of Law Institute for the Future of the Profession. He is also an investor and advisor to numerous legal innovation companies.
Joe is a double University of Pennsylvania alumnus, graduating from Penn Law in 2005 and receiving his Bachelor’s Degree from Penn in 2002. Additionally, Joe has received a Certificate of Business and Public Policy from The Wharton School.
Husband, Father & Cat Enthusiast
Joe Borstein loves his baby girl, his wife, his cat, New York City, and legal innovation*.
An only child desperate for acceptance, Joe overcompensates by keeping in touch with a wide circle of people, mostly of the legal variety.
Joe enjoys hiking in the mountains (in theory) and video games (in practice). He does actually read a lot, and will tell you why you are reading the wrong book about nearly any subject, unsolicited. At six-foot five, he has been overheard declaring his status as one of the top ten tallest Jewish men in New York City. To date, no ten Jewish men have successfully challenged this claim.
Chief Client Officer
Mr. Stroka has over 15 years of experience counseling law firm and corporate law departments on the right mix of people, process, and technology.
Also hailing from Pangea3 (via Thomson Reuters and EY), Paul led outside technology and augmented intelligence collaborations across the legal ecosystem. Prior to joining Pangea3, Paul practiced law for almost a decade in Chicago (after graduating from Georgetown University and the University of Virginia School of Law).
Loyal Chicago Sports Fan & Family Man
Based in Chicago, Paul Stroka loves his family, the Bears, the Cubs, and improving the lives of legal professionals however he can. As 1 of 8 children desperate for attention, Paul overcompensates by keeping in touch with a wide circle of people, mostly of the legal variety.
Paul is extremely proud to have coached dozens of law firms and major companies toward innovative legal solutions without ever resorting to a cold call. Paul is deeply humiliated by the reality that in order to land his first position outside BigLaw, he basically had to cyber stalk his co-founder Joe Borstein.
*Note: this is not even his baby, but look at how much fun people have hanging out with Paul!”*
Chief Strategy Officer
Mr. Flaherty is a litigator turned in-house counsel turned legal operations consultant who has spent his career focused on leveraging legal expertise through process and technology. From setting up the legal operations function in a Fortune 5 company to building the world’s largest legal project management team inside the world’s largest law firm, Mr. Flaherty is at the forefront of the multi-disciplinary delivery of legal services to meet the needs of business at scale and pace. A legal tech founder himself, Mr. Flaherty is also keenly aware of the digital transformation imperative after a decade in the legal trenches (post graduation from the University of Southern California School ofLaw). Mr. Flaherty is a prolific speaker and author, including Unless You Ask , a guide to data-driven dialogue for law departments and law firm spublished by the Association of Corporate Counsel.
Uber Legal Tech Nerd & Super Cool Dad
“He is the uber-nerd on efficient, high-value legal practice” is an actual quote about Casey Flaherty from a real article—to be fair, both the interviewer and interviewee were drinking bourbon at the time. Casey loves this stuff. He also loves his two sons, Declan and Pickle. Their dog, Edison, still needs to prove himself 😊
Casey once crossed Siberia in a train, appeared multiple times on a Chinese television show that taught English to middle schoolers, and swallowed the beating heart of a cobra. When gyms are open, you can find Casey picking up heavy things and then putting them down. Austin-based, Casey will unabashedly extoll the superior virtues of Texas BBQ despite the undeniable truth: he was born and raised in Los Angeles.
Global Director of Operations
Mr. Chatterjee started his legal innovation journey as a contracts specialist at Pangea3 (via Thomson Reuters). Rising through the ranks of one of the world’s largest LPO’s Sumitro moved into the world of eDiscovery, eventually managing one of the largest global review teams serving Fortune 500 and AM Law clients in some of the most impactful matters on the planet. He has over 13 years’ experience in legal tech/outsourcing industry where he innovated with project management using Six Sigma techniques.
After 10 years, Sumitro moved into the world of legal technology at Thomson Reuters, managing APAC clients whom he trained on legal technology. Sumitro is most proud of his work mentoring aspiring lawyers and teaching them how to leverage the right blend of technology and people.
World Traveler and Led Zeppelin's #1 Fan
Sumitro (or “Sumo” as he is affectionately known) loves to relax and enjoy life, but travel and music get him out of bed every day! He and his wife (also a lawyer) are partners in crime and share a common passion to explore this beautiful world!
He believes and follows the philosophy of guru Jack Black,and lends his support to the important causes which that Led Zeppelin is the best band in the world! Sumo loves the mountains and is often found humming while he gazes at the majestic Himalayas. He has the younger brother syndrome and is always looking for love and appreciation from his family, friends and peers.
Global Director of Litigation
Ms. Wood has been in the legal technology and innovation space for over a decade.
In 2013, she founded Global Discovery Direct, which offered a remote model for foreign language document review and translation services, and in 2016, she joined a litigation consulting company in a business development role. Ms. Wood navigated the global pandemic by researching and introducing legal tech to her clients, training thousands of attorneys around the globe on new ways to practice law virtually. In 2022, Ms. Wood joined LexFusion with the dream of deepening her proficiency in the industry’s leading tech, and consulting her clients on how to leverage this legal tech to their advantage.
Ms. Wood is the Creator and Co-Founder of two thought leadership and networking organizations: The Ad Idem Corporate Counsel Network (2021), a network of over 1,000 corporate counsel located worldwide, and The Washington Area Women Trial Attorneys (2019), a DC-based network that is committed to advancing accomplished trial attorney women in the profession.
Ms. Wood is a graduate of American University Washington College of Law (J.D., 2009) and the University of Virginia (B.A., 2004).
Nature Lover, International Traveler, Wife + Mom
A Philadelphia native, Canby met her Texan husband in law school. Everything she knows about football she learned from her husband, and she applies this knowledge to root for her Eagles against his Cowboys during football season (much to his horror!). They have two very silly and brilliant daughters whom Canby loves with all her heart.
As you can see in this photo, Canby’s first-born is having the time of her life in a pink teacup at the Devon Horse Show. While this is only a snapshot of a moment in time, Canby uses this photo as proof of her daughter’s glorious childhood experience—to be used for as long as necessary, and certainly through the teenage years.
A former business owner herself, Canby holds the utmost respect for entrepreneurs, who inspire her with their creativity, courage, and grit. Canby loves to connect the best and the brightest legal tech entrepreneurs to forward-thinking, rainmaking attorneys, and she is thrilled to join the LexFusion team to do just that.
Data Analyst
Nandita started her professional journey as a Cloud Engineer at Accenture. She specialized in creating and implementing cloud-based solutions such as SaaS and PaaS. Nandita worked hand-in-glove with application development and risk management teams to provide assistance during the initial development phases of projects. She also has experience creating and employing disaster recovery solutions, system monitoring solutions and assisting field personnel on technical issues. After Accenture she has studied data science and is excited to apply her learnings to different industries.
With the technological revolution which happened in the legal industry, she was a great fit for LexFusion.
Student of the Hogwarts School
Nandita grew up in ancient city of Varanasi (the city of temples). A serious foodie, Nandita enjoys exploring new culinary treats. Nandita loves to travel and read books. Unlike her food adventures, Nandita is happy to watch and read anything from the Harry Potter universe over and over again!
Her other favourite books are Ayn Rand’s Fountainhead & Jeffery Archer’s Kane and Abel. She follows the philosophy of Buddhism (and the power of “Nam myo ho renge kyo”). She loves to interact with people with diverse backgrounds.
Founding Advisory Board Member
Sanjay is the founder and CEO of Maker5, a legal innovation advisory and legal technology software development business for law firms and corporate counsel. After building a U.S.-India business practice as a lawyer at PricewaterhouseCoopers in the ‘90s, Sanjay became the GC & CFO on the founding management team of OfficeTiger, the pioneer of professional support offshore outsourcing. In 2004, Sanjay co-founded Pangea3, a Sequoia Capital portfolio company that became the pioneer and leader in legal outsourcing (LPO), before being acquired by Thomson Reuters in 2010 and more recently by Ernst & Young. Sanjay has been recognized by The American Lawyer as a Top 50 Innovator in Big Law in the Last 50 Years and featured in the ABA Law Journal’s 100 Years of Law. Sanjay earned his BA from Duke University and his JD from the University of Pennsylvania where he served as an associate editor of the Univ. of Pennsylvania Law Review. Sanjay is admitted to the New York Bar.
Coastal City Dweller who Loves Fast Cars
Sanjay enjoys living in coastal cities from Miami to New York, Chennai, Mumbai, and back to Miami where he drives fast cars and cooks up amazing lobsters and other creatures that boating in Miami allows. He is slightly concerned with sea rise.
Sanjay acted like a lawyer for several years in NYC in the 90’s before deciding to make an untimely leap into the startup world in early 2000 with OfficeTiger and then launching the renowned New York-Mumbai startup, Pangea3, where he hired a battalion of more than 1,000 Indian lawyers quite confusing legal communities across the globe. But it worked!
Advisory Board Member
Jae is a strategy executive, insights analyst & business designer for fast-changing legal markets, with over a decade of industry experience. She is the founder and Executive Director of Six Parsecs, an insights firm for the legal vertical.
After a progression of high-impact roles in client service innovation & strategic growth at Seyfarth Shaw, Jae served as the Director of Pricing Strategy for Baker McKenzie worldwide. She is also a contributing author to Legal Evolution, American Lawyer, and other publications covering the legal industry.
An Indoorsy Introvert Skilled in the Art of Emojis
Born in Seoul, raised in California, and based in NYC, Jae loves eating out, going places, and sleeping in her own bed. A longtime indoorsy introvert, Jae has only recently discovered the joys of outside. Jae sort of enjoys cooking and writing, depending on the day. (She contains multitudes.)
At five foot two inches, Jae relies on a range of fun haircolors (in addition to high-heeled shoes) to help her taller colleagues easily locate her at legal conferences. She is best known for emoting with emoji on Twitter.
Advisory Board Member
Christian is a passionate advocate for legal technology and innovation, currently serving as the Head of Strategy for Reynen Court. A former corporate lawyer with Davis Polk in New York and London, Christian left practice to dive into the world of legal innovation, launching a number of media projects before foundingthe NY Legal Tech Meetup (a 1,600-member community working to build an open,informed, and supportive NYC-based legal innovation ecosystem) and Insipre.Legal (a collaborative mission to better understand and define the most pressing problems facing the legal industry). Christian is a graduate of NYU Law School and the University of Virginia. Before entering practice, he served as a law clerk to the Hon. Charles R. Wilson onthe 11th Circuit U.S. Court of Appeals. In 2019, he was recognized as one of the Fastcase 50, which honors “the law’s smartest, most courageous innovators,techies, visionaries, & leaders.”
Social Thinker & Pro-Lawyer Champion
A self-described “social thinker”, Christian has a penchant for surrounding himself with brilliant people and soaking up just enough wisdom to make himself useful. Which probably explains his seeming compulsion for starting communities(like the NY Legal Tech Meetup), organizing events (like Inspire.Legal), and gravitating towards platforms (like Reynen Court) so he can exist at, and take inspiration from, the busy intersection of combinatorial innovation.
He went to NYU Law, but learned to practice primarily from his encyclopedic knowledge of Law & Order–which, oddly,didn’t seem to prepare him all that well for Davis Polk’s M&A group. Nevertheless, he is one of the odd ducks inthe legal innovation sector that looks back fondly on his biglaw servitude and is an unabashedly pro-lawyer champion on the legal tech landscape.
Advisory Board Member
Felicity Conrad is a legaltech innovator and champion for justice. Felicity co-founded Paladin, named one of Inc.’s 2019 Hottest Startups to Watch and backed by Mark Cuban, which helps leading law firms, Fortune 500s and legal services organizations to seamlessly collaborate on pro bono work.
Before founding Paladin, Felicity was a litigator at Skadden, Arps, Slate, Meagher & Flom, and is an alumni of NYU Law, McGill University and Sciences Po Paris. Felicity was named a 2019 American Bar Association Women of Legal Tech, recipient of the 2019 NYU Law Pro Bono Award, 2017 ABA Legal Rebel and FastCase 50 honoree.
A World-Traveling Canuck in an Airstream
A Canuck hailing from Vancouver Island, Felicity lived and worked in New York for the last decade (where she met the fantastic LexFusion crew!). When COVID hit, she bought an Airstream and drove to sunny Santa Monica where she now lives with her husband, baby, extremely adorable cat, and far too many plants.
A world traveler, Felicity is excited to dust off her airmiles post-pandemic and continue to visit amazing new places. Very much a generalist living in a specialist’s world, Felicity is always game for new adventures, hobbies and projects (currently it’s triathlons and baking), but her heart always comes back to the intersection of justice and innovation.
