Our Leaders

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.

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.

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.

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.

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.

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.
Strategy and Scale in a Complex World
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
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.


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.


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


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.


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


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.


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...


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


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.

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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.


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.


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


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.

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


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


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


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.


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


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.

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.

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


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.


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,


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.
