THOUGHT LEADERSHIP

Our Leaders

Joseph Borstein
Joseph Borstein
Chief Executive Officer
Chief Executive Officer

A veteran of the legal innovation world, having held domestic and global growth-leadership roles, Investor and advisor to numerous legal innovation companies.

A veteran of the legal innovation world, having held domestic and global growth-leadership roles, Investor and advisor to numerous legal innovation companies.

Christina Wojcik
Christina Wojcik
Managing Director of Corporate
Managing Director of Corporate

Driving innovation in legal professional services and technology for 20 years and founder of The Tampa Legal Network.

Driving innovation in legal professional services and technology for 20 years and founder of The Tampa Legal Network.

Paul Stroka
Paul Stroka
Chief Client Officer
Chief Client Officer

Over 18 years of experience counseling law firms and law departments on the right mix of people, process, and technology.

Over 18 years of experience counseling law firms and law departments on the right mix of people, process, and technology.

Canby Wood
Canby Wood
Global Director of Litigation Solutions
Global Director of Litigation Solutions

Over a decade of legal technology and innovation experience and the Creator and Co-Founder of two thought leadership and networking organizations.

Over a decade of legal technology and innovation experience and the Creator and Co-Founder of two thought leadership and networking organizations.

D. Casey Flaherty
D. Casey Flaherty
Chief Strategy Officer
Chief Strategy Officer

A litigator turned in-house counsel turned legal operations consultant, leveraging legal expertise through process and technology.

A litigator turned in-house counsel turned legal operations consultant, leveraging legal expertise through process and technology.

Sumitro Chatterjee
Sumitro Chatterjee
Global Director of Operations
Global Director of Operations

Over 16 years’ experience in legal tech/outsourcing industry, innovating with project management using Six Sigma techniques.

Over 16 years’ experience in legal tech/outsourcing industry, innovating with project management using Six Sigma techniques.

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Strategy is a set of interrelated choices that positions the organization to win. Winning entails uniquely positioning the business to create sustainable advantage and superior value relative to the competition. Strategy is choice—we choose, deliberately or not, what to do and what not to do.

Strategy requires making bets on an uncertain future. This includes the business betting on behaviors it may be able to influence but will never be able to control. Independent decisions from customers, competitors, and regulators can all make strategic choices harder, and all the more impactful.

For reading on strategy, we recommend following the singular Roger Martin and internalizing his classic books, especially Playing to Win and A New Way To Think. Thinking in Bets from Annie Duke is a splendid complement. And, for the visually inclined willing to go even deeper, try Wardley Mapping.

Library - Strategy and Scale in a Complex World

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Despite the U.S.'s growing data privacy posture, the new framework still brings new, European-esque principles that could create “huge operational challenges” for some organizations.

Legaltech News

EU-US Data Privacy Framework Brings European Data Privacy Principles to US Companies | Legaltech News

Summary
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A new forecast released by Baker McKenzie draws on the responses of 600 in-house lawyers and risk professionals from organizations based in the UK, USA, Singapore and Brazil.

Litigation Daily | The American Lawyer

Expert Perspectives on Biggest Court Cases

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Wilmer's congressional practice has helped clients prepare for seven hearings in the first five months of the year, six of which included CEOs.

National Law Journal

Law Firms Stay Busy Amid 'Unrelenting' Pace of Congressional Oversight Work | National Law Journal

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Facebook has lost a legal challenge at the European Union’s top court over a groundbreaking German antitrust decision that limited the way the company uses data for advertising.

AP News

Facebook faces legal setback in EU court decision on data privacy and ads

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The move means Europe is joining the U.S.’s antitrust assault on Google’s ad-tech business, potentially setting up a protracted battle.

WSJ

EU Says It Might Seek Breakup of Google’s Ad-Tech Business

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Breaches. Leaks. Fines. Security slip ups can cost you. Learn how to manage compliance year-round to avoid issues and keep your brand’s reputation intact.

Drata

Drata on LinkedIn: Avoid the Cost of Non-Compliance

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Meta Platforms (NASDAQ:META) is heavily exposed to legal and regulatory headwinds. Recently, Ireland’s Data Protection Commission slapped a $414 million fine on MET...

TipRanks Financial

Meta Stock: The Legal and Regulatory Punches Keep Coming - TipRanks.com

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After outperforming in 2019-2021, Apple Inc's (NASDAQ: AAPL) shares largely traded in line with the SP50 (~-20% YTD), Citi analyst Jim Suva noted. Suva reiterated a Buy on Apple with a $175 price target. Shares have fared better than the large-cap peers Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google, Meta Platforms Inc (NASDAQ: META), Netflix Inc (NASDAQ: NFLX), Amazon.com Inc (NASDAQ: AMZN). Looking ahead, there are several puts and takes for Apple's products and services, given broader mac

Yahoo Finance

Apple's Regulatory Risks Led Pullback Likely To Render A Buying Opportunity, Analyst Says

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Some 88% of legal and compliance leaders in the U.S. report that ESG (environmental, social and governance) is becoming a priority at their organizations, but most say they may not be prepared to deal with the risks, according to a global survey released Tuesday.

Sue Reisinger

Companies Call ESG A Top Priority But See Lack Of Readiness - Law360 Pulse

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var pageType="DP"; var arrayIndex=2; var chartTitle="Data Protection and Privacy Legislation Worldwide"; var section="Privacy and Data Protection"; var colors = {Legislation: ["#0B6771","#0B6771"], "Draft Legislation": ["#4B9FA1","#4B9FA1"], "No Legislation":["#FF685D", "#FF685D"], "No Data":["#C6C6C6","#000"]}; var Legislation = []; var Draft = []; var NoLegislation = []; var NoData = []; var options = []; var countryPage = "/page/cyberlaw-tracker-country-detail?country="; var Translations = {'Elect

UNCTAD

Data Protection and Privacy Legislation Worldwide

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The Securities and Exchange Commission fined the investment management arm of Bank of New York Mellon Corp. $1.5 million for misleading claims it made about funds that use environmental and social criteria to pick stocks.

WSJ

SEC Fines BNY Mellon Over ESG Claims

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PRI's regulation database tracks global sustainable finance policies. Covers 868 policy tools, 300+ revisions encouraging ESG consideration. Growth since 2000, 96% policies post-2000. Increasing pace, 225 new/revised policies in 2021. Aims: climate, stability, efficiency, investment appeal. Data sourced from various databases, primary research, stakeholder interviews.

PRI

Regulation database | PRI | Policy

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What does Meta/Facebook's favorite new phrase to bandy around in awkward earnings calls -- as it warns of "regulatory headwinds" cutting into its future

TechCrunch

On Meta's 'regulatory headwinds' and adtech's privacy reckoning | TechCrunch

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Executives who spot signs of big market shifts face a quandary: They need good data to convince stakeholders that their companies have to change. But by the time data about disruptive trends is public, opportunities have shrunk or disappeared, and their firms may be on burning platforms. How can leaders build the conviction to act before evidence is abundantly clear? First, they can gather “private data” (from their employees, customers, and proprietary systems) that illuminates the risks firms face. Second, they can map their firms’ position on the information-action paradox model and use it and other disruption frameworks to inform discussions that lower the threshold of proof.

Harvard Business Review

Persuade Your Company to Change Before It’s Too Late

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Tropes around tech utopianism are attractive fictions that promise quick wins and deliver long-term pain, ultimately undermining our efforts at effective

3 Geeks and a Law Blog

Tech-First Failures - Value Storytelling (#6)

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Charts on regulations' effects, used by publications. Analyze regulations via proxies. Updates provided by policy analysts. Contact for usage or questions.

Regulatory Studies Center

Reg Stats | Regulatory Studies Center | Trachtenberg School of Public Policy & Public Administration | Columbian College of Arts & Sciences | The George Washington University

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How can we keep up with exponential increases in demand and complexity?  Invert the pyramid. Bill Henderson once advised me not to use the term

Legal Evolution

Legal evolution is industrial evolution (277) | Legal Evolution

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Good value storytelling requires time we don’t have. Yet even if we have the time and do the work, our current chapter might prove unflattering.

3 Geeks and a Law Blog

The Department of Slow & No - Value Storytelling (#5)

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Start with Why. Value storytelling is essential (series summarized here). But, as storytellers, we’re not experimenting with the form. We should tell

3 Geeks and a Law Blog

Start with Why - Value Storytelling (#4)

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The incitement to “bust” or “break down” organizational silos appears frequently in practitioner and scholar journals. While they can inhibit collaboration — or even lead to turf wars — verticals exist for good reasons: to aggregate expertise, assign accountability and provide a sense of identity. To preserve their strengths while minimizing the side effects, the authors argue that companies should 1) build bridges and 2) institute checks and balances. They offer a number or practical ways to do this.

Harvard Business Review

Making Silos Work for Your Organization

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By 2027, some 88 million people around the world are likely to be working in project management, and the value of project-oriented economic activity will have reached $20 trillion. But research shows that only 35% of the projects undertaken worldwide are successful—which means we’re wasting an extravagant amount of time, money, and opportunity. To take advantage of the new project economy, companies need a new approach to project management: They must adopt a project-driven organizational structure, ensure that executives have the capabilities to effectively sponsor projects, and train managers in modern project management.

Harvard Business Review

The Project Economy Has Arrived

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SERIES TO DATE Lawyers Lagging Behind (#0) Maybe, Don’t Be MacGyver (#1) The Savings Trap (#2) Defining Business Value (#3) Start with Why (#4) The Dept

3 Geeks and a Law Blog

Value Storytelling - Summary

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Seeking to address business needs, in the business’s own language, is more likely to win friends and influence people—i.e., secure the resources required for the legal function to help create, and preserve, business value.

3 Geeks and a Law Blog

Defining Business Value - Value Storytelling (#3) %

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Me: Which “genius” decided savings should be a prime objective and metric of success for law departments? Jae: Me: But… Jae: Me: No…like…well,

3 Geeks and a Law Blog

The Savings Trap - Value Storytelling (#2)

Summary
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Let’s Forge the Future Together

Interested in joining our roster of legal innovators or simply curious about the world of legal tech? Reach out to us! Our team is always eager to connect, collaborate, and contribute to the ever-evolving legal landscape.