In this episode, Ted sits down with Katrina Dittmer, Director of Legal Technology at Eversheds Sutherland (US), to discuss the evolution of legal collaboration and the transformative role of Microsoft 365 in modern law firms. From the challenges of legacy systems to the opportunities presented by unified platforms and AI, Katrina shares her expertise in legal tech strategy and implementation. Emphasising the importance of governance and the shift to cloud-based solutions, this conversation offers practical insight for law professionals navigating digital transformation.
In this episode, Katrina Dittmer shares insights on how to:
Maximize the value of Microsoft 365 across internal and external collaboration
Navigate the “crawl, walk, run” journey of Teams adoption in law firms
Leverage AI and chat interfaces for smarter document and data management
Improve client experiences through unified collaboration platforms
Address governance and site lifecycle challenges with modern solutions
Key takeaways:
Legal collaboration tools are evolving, with Microsoft 365 playing a central role in the shift
Unified intranet and extranet platforms can streamline communication and reduce friction
AI applications are gaining traction, offering new efficiencies and insights
Governance and site management are essential for mitigating risk and ensuring compliance
Law firms must embrace innovation to meet client expectations and stay competitive
About the guest, Katrina Dittmer
Katrina Dittmer is the Director of Legal Technology at Eversheds Sutherland (US), where she leads initiatives to enhance legal service delivery through innovative, efficiency-driven tools. With over 20 years of experience at the intersection of business and technology, she also co-leads the firm’s Global AI Task Force, aligning client-facing strategies with internal AI adoption. Katrina is known for building high-performing teams that drive transformation and solve complex challenges across the legal industry.
“We call it collaboration, but a lot of times that just means I’m going to upload some files so you have access to them. I think you could have the next level of collaboration which includes co-editing.”
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Katrina Dittmer, how are you today?
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Great, thanks.
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How are you?
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I am good and looking forward to our conversation today, which is a long time coming.
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You and I worked on a chapter of a book recently on this topic that we're going to talk
about today, which is legal collaboration.
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And yeah, we share a lot of philosophies on this and I think there's going to be a good
conversation.
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But before we jump in, let's get you introduced for those that don't know you.
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You've been around for a long time.
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So like me, in fact, I season vets, I'm trying to think when you and I met, I think it was
at a SharePoint symposium.
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I know it was more than 10 years ago.
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I don't know if it was quite 15.
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I it might have been 2013 or 14, ah only because I remember it was after like the first,
the Baker and Daniels and Fagry and Benson merger, just based on who I was there with.
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Yeah, I remember.
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I remember who you were there with.
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You guys talked about InfoPath.
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Yeah, I remember.
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Without buying a big third party tool.
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Yeah.
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um So you started your legal tech career, looks like, in Lit Support.
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You were in KM &I roles at Fagry for many years, and now you're at Evershed's.
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So.
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I have to say Evershed Sutherland.
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We got to have the whole name.
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And I joined the US side of the firm a little over two years ago.
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Okay.
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You guys are clients now.
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need to, I need to thank you for correcting me.
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ever said, ever shed Sutherland.
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need to say it right.
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You know, these firms that are born uh of combinations, we have to use that right word,
right?
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oh
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The names matter.
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Yeah.
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get it.
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You know, and I just, I just realized something.
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You, you and I did a webinar way back in the day with Ilta.
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I think we were talking about, do you remember this?
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um Yeah.
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It's still out on YouTube somewhere.
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I saw it not too long ago.
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Yeah.
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um A little different than today.
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Sure.
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And so was my, you know, I haven't had hair in a long time, but my beard had more color.
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Um, yeah, that was a really long time ago, but it's good to, um, do this with you again.
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And today we're going to talk about legal collaboration and you have a background in this
and, um, you guys have been, your firm has been, um,
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kind enough to participate with us in our build out of our solution.
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and the reason our motivation for charging down this path.
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So we started our journey as Acrowire.
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built a lot of bespoke extranet solutions and we help firms like manage the solutions that
they already had stood up and the product, the, um, the market was right for a different
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solution and alternative out there.
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We all know that Haikyuu dominates the extranet market and there's just not been a lot of
choice in the marketplace that's legal specific.
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um And it seems to me that, and I don't know if you disagree, if I had to guess, I think
you would, but my take is that there hasn't been a ton of innovation in this legal
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collaboration space in quite a while.
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You know, the two,
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primary vendors, both internal facing um collaboration, i.e.
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Intranet and external facing Extranet, got bought by much bigger companies many years ago.
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And it just doesn't seem like there's been a lot of innovation.
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Is that your take as well?
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Um.
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agree-ish.
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mean, I see some of the firms and even some of the sites that have been developed with, am
I allowed to use the incumbent name, with Haikyuu, right?
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That are really progressive.
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They push the platform quite a lot.
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From my vantage
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point, I would prefer to build to grow capabilities with tools that we already own and are
familiar with.
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And that's Microsoft, right?
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And I think Haikyuu made a ton of sense when we were fighting with SharePoint online and
every time there was a platform uh upgrade needed, it was a behemoth.
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of a project because you're standing up all new hardware and migrating content and all of
those things for not much functionality improvement.
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So high Q is fabulous, you know, as an alternative, but fast forward to SharePoint online
and you know, Microsoft's cloud journey and investment.
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And I think we're in a bit different place.
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Yeah, the on-prem days were rough, especially when it came to sharing externally.
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You used to have to like stand up a DMZ and put a web front end out there at a minimum.
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And you had to muddy up your Active Directory infrastructure with external users.
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And it was just messy.
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Well, candidly, the UI, the user experience at that time for SharePoint.
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Not spectacular.
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Yeah, that's that's saying it kindly.
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um It's gotten a lot better and SharePoint online.
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You Microsoft is really doubled down on M365 and SharePoint online is now is now a very
mature platform.
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We started out in the early days so we back when we were consultants and you know trying
to build the business we said yes to things we should have never said yes to, but you know
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how it is when you're trying to like.
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earn a dollar.
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It's like, yeah, I can do that and figure it out later.
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Um, I'm glad those days are behind us because that was painful.
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Um, but we started doing, it was, do you remember BPOS?
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The that's, that was the predecessor to Microsoft 365.
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It was called business productivity online suite BPOS for short.
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maybe I had heard of that second reference, but I had not heard of it as the acronym that
does not roll off your tongue.
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No.
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And there was nothing that really made sense in that world.
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They basically took the on-prem products and tried to make a multi-tenant and hosted, and
it was really clumsy and it was really tough.
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And we moved.
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So the first big...
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uh
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Sounds about as good as Clippy.
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Yeah, it was.
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It was a lot like Clippy.
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Microsoft's had a lot of those whiffs over the years.
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But the first viable iteration of Office 365, as it was called back then, now it's just
Microsoft 365, was something called Wave 14.
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And that happened in like maybe 2012, maybe 2013.
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And we moved a massive client.
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We moved Sunoco, the oil and gas company.
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that's owned by Energy Transfer Partners.
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It's like Fortune 20.
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They're a massive company and they picked us to help them move because we had some depth.
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And uh man, it was painful.
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Even as far as things had progressed with Wave 14, it was still really tough.
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And today it's a lot easier and it feels like law firms maximizing their investment in
M365.
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just makes a lot of sense from skillset perspective, from consistency perspective, from um
just limiting the number of vendors and licensing and all of that sort of stuff.
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It just seems to make a lot of sense to think about that path.
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think there's another part to it that is so many corporate clients sit on top of the M365,
like that's the ecosystem they work in.
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They're comfortable with it.
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Right?
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It's another, maybe the branding is a little bit different, but in terms of base
functionality, it's what they're used to.
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Yeah.
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Well, and you know, back to the thinking about the incumbents in the intranet, extranet
space that are legal specific.
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Um, you know, they were bought by much bigger companies and you know, like focus changes
over time.
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You know, there's a lot of focus on, there's a lot of focus on AI on the practice
management side, which is where Handshake went.
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That was the incumbent in the space.
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You know, their practice management is still largely on-prem.
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So they're very focused, it seems like, moving to the cloud.
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And they've got their own AI ambitions as well.
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um But yeah, as focus changes, so sometimes does the investment.
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when something becomes misaligned with a strategic direction, it doesn't always keep up.
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Well, for sure.
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And I think when you start considering other capabilities, other features that you want to
be able to present to your clients through an extranet, staying in that platform where
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your data lives, and where you're comfortable doing development, doing integration.
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It just makes sense.
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I can't imagine that, you know, it's not a risky bet, right?
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I mean, it's where you're spending most of your time and money anyway.
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And when I think about, you mentioned AI, when I think about the maturity of like co-pilot
studio and we're still in early, early days, right?
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I mean, what is this phrase?
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This is the worst it's ever gonna be, right?
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Well, and you know, another, I think interesting benefit to deploying your solutions in M
365 is it's all the ancillary capabilities that Microsoft brings to the table.
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You know, Azure open AI, Azure AI search, power automate, power BI, power apps, like all
of that is now accessible when you deploy within
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that M365 boundary.
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even, I mean, even just some of the core M365 elements, I mean, they used to be called
SharePoint lists.
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Right now they're just Microsoft lists and I can't keep track of all of the name changes,
frankly, but all of those other elements that are just available to help you with basic
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information that might be valuable, relevant in
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the information that you share and manage with and for your clients.
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You know, even before you get to the really cool stuff that you just like all the power
platform stuff, I mean, you don't even have to necessarily be in that level, although it's
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there and that's great.
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uh
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But yeah, I just think far more Lego blocks available to you.
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Yeah, for sure.
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And you can also kind of start to center around a common authentication mechanism like,
Entra, which is a beast.
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Let's not, let's not, let's be clear on that.
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It is a beast, but you know, today you have all these SSO, you know, single sign-on
frameworks that are out there that create additional complexity.
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So centering your strategy in around a common authentication framework, think also makes a
lot of sense.
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It does, and obviously we are still very early in our shift over to the Microsoft
environment for extranets.
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But yes, I'm very much looking forward to that being available for our guests.
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Yeah.
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So our, know, when we started InfoDash, we had a vision.
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It took us longer to get here than I thought we would, but for a good reason, because we
got so damn busy on the internet side because our timing was really good, right?
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Like all these big firms were moving to the clouds.
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So we, we started InfoDash in 2022 and kind of started turning off our legacy Acrowire
customers.
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So we'd either migrate them to the platform or just part ways.
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And we had to do that obviously in an orderly fashion.
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So that took some time, but 2022 was really, again, I'd rather be lucky than good.
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And we were very lucky in that our timing lined up perfectly with Big Law's real push to
M365.
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Like some firms had moved messaging already, right?
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That's usually, that's always the first step.
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is move email because it just makes so much sense.
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But then those ancillary M 365 workloads like, like SharePoint, those really started to
happen in earnest in 2022 and they're still underway.
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I'd say if I had to guess, I would say less than half the AMLaw is in SharePoint online in
earnest, right?
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They may have a couple of sites, they're doing some project like project management stuff.
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But I still think that less than half are there, full blown, fully committed, turn off the
lights on prem.
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I don't know.
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Does that sound right to you?
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a great sense of the broader market.
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will say when I was pondering, do I make this shift over to Evershed Sutherland, the fact
that they had been in the Microsoft, like in the cloud environment already for several
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years.
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meant to me that I likely had fewer barriers, right, in terms of how I thought about some
of the challenges I would face and the way I would approach solving them.
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So I feel badly, I guess, for firms that aren't there yet.
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I think their ability to innovate is perhaps a bit handcuffed in that.
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uh
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is, I talk to a lot of folks through, I go to a ton of conferences hosting on this
podcast.
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We're always engaging with new firms.
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We've done business with 110, over 110.
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I stopped counting at 110 and AmLaw firms.
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Now that number is very slightly inflated because I went back when we were still counting.
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Actually, it's probably evened out now because we stopped counting, but like Fagry,
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Baker Daniels and Drinker Biddle were both AmLaw clients independently.
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Then they merged to become in their clients again as Fagry Drinker.
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um But through all of that perspective that I've been able to get access to, it feels like
there are going to be the haves and the have nots in this like post-gen AI world because
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I, it seems like there's
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firms fall into one of two camps.
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They're either really doubling down and investing in this and moving forward or it's deer
in the headlights.
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Like they don't know what to do.
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They're overwhelmed.
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um They've got a couple of POCs going with maybe some co-pilot pushed out, but not doing
anything on the practice side at all because they can't clearly articulate ROI.
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And it seems like, those firms are going to have a really hard time
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when clients start demanding this tech enabled legal service delivery model and they're
still figuring out their strategy.
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I don't know.
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That's what it feels like to me.
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think there, I mean, especially where AI is concerned, I think we're all still trying to
figure out the ROI, right?
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You're investing a lot dollars wise, perhaps time wise, hopefully for sure.
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But if you don't, you know, kind of take an R and D-esque mindset, right?
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That you're going to have some misses.
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Right, but you've got to have some, you'll find some hits, right?
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You'll have, and then you figure out as it matures, as it gets better than today, you're
ready to have that ROI talk and really.
203
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have an opportunity to say, we're differentiating this way or we're ahead of market or
whatever that is, but to say, I don't know, I'm gonna wait, I think that's a risky bet.
204
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Totally.
205
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completely agree.
206
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And yeah, and you know, and like I beat this drum a lot and it's not because I'm trying to
be critical.
207
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It's because we are, our livelihood is tied to the law firm market and I really want to
see firms push forward and be successful with this.
208
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So yeah, I hope I'm not being taken as a, um, a critic or a skeptic, but I just see
209
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the writing on the wall and it feels like there's going to be a shift in market share from
firms that have, like you said, invested in the R &D and worried less about ROI today, but
210
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looking at the future, like we have to learn.
211
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This is a learning exercise for us and we're going to figure it out.
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And when we do, there'll be gold at the end of the rainbow.
213
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But the folks that wait, I'm concerned that the market will have changed.
214
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in a way that they can't accommodate and deliver services the way the market needs because
they're so far behind.
215
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That's what it feels like.
216
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I agree.
217
00:20:31,781 --> 00:20:37,128
I will talk about it some as like a crawl, walk, run, right?
218
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And we're still crawling, likely, right?
219
00:20:40,422 --> 00:20:48,801
Getting to walking, but I mean, you can't start running without the other steps.
220
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Right.
221
00:20:49,144 --> 00:20:51,576
Yeah, that's a very good point.
222
00:20:51,836 --> 00:21:03,845
Well, one of the benefits that I think is a first time thing in the legal world, in the
internet action art world is we're bringing both internet and extra net together into one
223
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unified platform that we call unified collaboration.
224
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And you've been on board with this vision with us and um it's great to have you guys
helping us figure this out as.
225
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By the time this airs, Extranet will be fully launched, which we're super excited about.
226
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from our perspective, and we're not a law firm, um but it just seems to make a lot of
sense to have one interface and technology to learn to manage all collaborations, whether
227
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it's internal or external.
228
00:21:37,795 --> 00:21:42,499
Because at the end of the day, an intranet or an extranet is a comms mechanism.
229
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It's a way to communicate, whether it's internally or externally.
230
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and sharing of content, whether that content is documents or docket information or billing
or matter information.
231
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um It's, it's, it's comms and having one system to manage your comms internal and external
feels like it makes a lot of sense.
232
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And how, how big a deal is having one instead of having a high Q and a handshake
environment with diff build on different technologies and
233
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requiring different people to manage and different infrastructure and different licensing
and how big a deal is that in your world?
234
00:22:25,047 --> 00:22:26,758
I think it's significant.
235
00:22:26,758 --> 00:22:38,826
think from an end user, I hate to use that word, from a usability perspective, you get to
reinforce a common experience.
236
00:22:38,827 --> 00:22:43,670
And folks aren't context switching all the time.
237
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This is intranet.
238
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This is extranet.
239
00:22:47,013 --> 00:22:51,876
This is teams or whatever, for collaboration, like matter work or whatever.
240
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uh
241
00:22:53,599 --> 00:23:10,523
You get to be a little bit more consistent and hopefully deliver up key information,
whether it's from your HR system or, you know, BI tool, whatever it is, right?
242
00:23:10,523 --> 00:23:18,159
Those other systems deliver up the key information in a unified experience, right?
243
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Just reduce that effort people have to go through.
244
00:23:23,425 --> 00:23:25,698
to get what they need, right?
245
00:23:25,698 --> 00:23:30,693
And I think, and so that's true for us, for the law firms.
246
00:23:31,815 --> 00:23:42,548
And then if you think about it from a client perspective and knowing how many clients are
familiar with Microsoft, it's reducing that load for them as well.
247
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uh
248
00:23:45,538 --> 00:23:49,442
I think Teams is the interesting, is an interesting piece of this.
249
00:23:49,442 --> 00:24:07,729
And I know we talked about this a ton when we were drafting our chapter, uh because as
much as I would say like to say that we have a lot of people using Teams sites for where
250
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they do work, we're not there yet.
251
00:24:10,812 --> 00:24:13,704
Yeah, that's a crawl walk, run journey too.
252
00:24:13,704 --> 00:24:20,657
So crawl is presence, chat and online meetings.
253
00:24:20,657 --> 00:24:24,850
That's the definition of crawl and it's real easy to start crawling.
254
00:24:24,850 --> 00:24:38,377
um Walking is when you start leveraging, know, retention policies around when you get a
little more formal in how you're structuring your communications.
255
00:24:38,377 --> 00:24:39,257
Cause the
256
00:24:39,784 --> 00:24:43,218
The beauty and the curse of teams is its flexibility, right?
257
00:24:43,218 --> 00:24:46,321
There's a bunch of different places where you can collaborate, right?
258
00:24:46,321 --> 00:24:47,594
Are you going to post in channels?
259
00:24:47,594 --> 00:24:49,464
Are you going to go, go post in chats?
260
00:24:49,464 --> 00:24:51,747
Are you going to have naming conventions?
261
00:24:51,747 --> 00:24:55,451
When do you post in chats versus ah channels?
262
00:24:55,451 --> 00:25:01,707
It's uh we honestly, we're still figuring that out internally and we live and breathe this
stuff.
263
00:25:01,707 --> 00:25:02,558
So
264
00:25:03,531 --> 00:25:14,246
Yeah, we tend to have more operations teams, business professionals using teams as a place
to work, right?
265
00:25:14,246 --> 00:25:24,010
Like having team sites, documents are there, maybe it's attached to planner or project or
that type of thing.
266
00:25:24,010 --> 00:25:31,373
uh I think the lawyers are still largely I manage email.
267
00:25:32,912 --> 00:25:36,682
But we're getting some to shift and and it's
268
00:25:38,271 --> 00:25:45,969
It's fun, I mean, that's a nerdy way to say it, but it's fun to watch them, to see them
embrace.
269
00:25:47,694 --> 00:25:56,754
teams to have all of their matter centric communication happening in posts.
270
00:25:56,834 --> 00:25:58,494
It's not an email.
271
00:25:58,494 --> 00:26:00,554
People get added to the matter.
272
00:26:00,554 --> 00:26:02,514
They can get caught up.
273
00:26:03,014 --> 00:26:06,554
We have M365 co-pilot for folks.
274
00:26:06,554 --> 00:26:08,994
So there's that capability.
275
00:26:08,994 --> 00:26:11,874
I know you're a little bit of a critic.
276
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And that's fine.
277
00:26:14,414 --> 00:26:15,334
It's going to get better.
278
00:26:15,334 --> 00:26:17,581
And I think you said that.
279
00:26:17,581 --> 00:26:26,641
So when you start layering these things, these capabilities together, it becomes a
compelling story.
280
00:26:26,881 --> 00:26:33,781
But I don't think it's something we're going to be able to, I wanna say force people into.
281
00:26:34,381 --> 00:26:38,141
But we can encourage them, coach them.
282
00:26:40,822 --> 00:26:42,280
Meet them where they are.
283
00:26:42,398 --> 00:26:42,718
Yeah.
284
00:26:42,718 --> 00:26:45,470
You know, I just realized we keep talking about this chapter we wrote.
285
00:26:45,470 --> 00:26:47,392
didn't name the book.
286
00:26:47,392 --> 00:26:56,009
it's, yeah, yeah, Current and future trends in knowledge management and innovation for
legal professionals.
287
00:26:56,009 --> 00:27:04,416
It's quite the mouthful and, Patrick D Domenico pulled this together and it's a, it's a
great book and it's an easy read.
288
00:27:04,416 --> 00:27:11,812
So for those of you who want to hear more about this topic, Katrina and I put wrote a
chapter that I think turned out pretty good.
289
00:27:12,638 --> 00:27:16,738
Um, so right, exactly.
290
00:27:16,738 --> 00:27:22,778
Well, you know, something along the teams lines that I think is worth talking about in
collaboration.
291
00:27:22,778 --> 00:27:35,638
So the presence and the, um, pervasiveness of presence indicators within the M 365 suite
is so incredibly cool.
292
00:27:35,638 --> 00:27:40,371
You know, you can be working on a word document and see an icon.
293
00:27:40,371 --> 00:27:53,574
with a presence ring around it with anybody who happens to have the document open and you
can click on it and say, Hey, I'm thinking about and start co-authoring right there.
294
00:27:53,574 --> 00:27:57,515
mean, and now I don't know what your plans are on this.
295
00:27:57,515 --> 00:28:04,256
It's, B2B sharing where you can enable shared channels.
296
00:28:04,317 --> 00:28:10,518
So in order to do shared channels in teams today, and I think this is going to
297
00:28:10,952 --> 00:28:12,103
This is not going to change.
298
00:28:12,103 --> 00:28:15,065
kind of has to stay this way, but it could get a little easier.
299
00:28:15,065 --> 00:28:17,187
There's like a 13 step process.
300
00:28:17,187 --> 00:28:29,437
The last time I looked to enable B to be sharing that you basically, have to go in, IT has
to do this and they have to go in and you have to basically accept the policy, um, choices
301
00:28:29,437 --> 00:28:34,741
of your counterpart of this other domain, who you're sharing information with.
302
00:28:34,761 --> 00:28:35,782
You accept all that.
303
00:28:35,782 --> 00:28:41,046
And then once you do, you can share channels and then your attorneys can share.
304
00:28:41,314 --> 00:28:43,355
Um, content with them directly.
305
00:28:43,355 --> 00:28:57,441
If you use a tool like ours, you know, every time you upload a document into a extranet
site, let's say, and your clients are subscribed to that channel, they can get a
306
00:28:57,441 --> 00:29:00,333
notification in line with all their native teams notifications.
307
00:29:00,333 --> 00:29:03,375
It doesn't muddy up their email box with all of that.
308
00:29:03,375 --> 00:29:06,566
Are y'all thinking about heading that direction?
309
00:29:08,429 --> 00:29:09,990
We've talked about it.
310
00:29:09,990 --> 00:29:13,532
We are not pushing the conversation yet.
311
00:29:13,532 --> 00:29:29,980
Like, let's make sure we're good on the base uh capabilities and depending on like who the
client is and how much collaboration we're doing with them.
312
00:29:30,701 --> 00:29:32,862
I think we would explore that.
313
00:29:32,862 --> 00:29:38,030
It is not on my immediate to-do list.
314
00:29:38,030 --> 00:29:54,310
But I have to say, okay, so speaking of to do, was co-authoring or co-editing a document
with a colleague and in the comments, right, he assigned me a task, right?
315
00:29:54,310 --> 00:30:02,390
So it showed up in my task list in my to do and I was like, oh my God, I kind of love
that.
316
00:30:02,510 --> 00:30:04,070
I am.
317
00:30:04,415 --> 00:30:08,848
the type of person that would put something on a list to cross it off.
318
00:30:09,329 --> 00:30:09,870
Right.
319
00:30:09,870 --> 00:30:17,175
So, so to me getting that type of, of notification, not just somebody mentioned you.
320
00:30:17,716 --> 00:30:18,026
Right.
321
00:30:18,026 --> 00:30:19,978
But this is a task to do.
322
00:30:19,978 --> 00:30:23,741
And then he got the notification that I completed it.
323
00:30:24,322 --> 00:30:33,163
Like that's kind of, mean, I know it seems like, I don't say a weird thing, but absent
that.
324
00:30:33,163 --> 00:30:35,678
How many emails back and forth could that have been?
325
00:30:35,678 --> 00:30:38,560
100 % and it's so easy for things to get lost in email.
326
00:30:38,560 --> 00:30:45,205
You know, I mean the way I manage email, I don't know if it's ideal or not, but I keep
things unread that are still pending.
327
00:30:45,446 --> 00:30:51,971
And um when I need to follow up on things, I create a task with a date as a reminder.
328
00:30:51,971 --> 00:30:57,466
um But you know, that is a very cool capability.
329
00:30:57,466 --> 00:31:05,522
How about one thing I think is an interesting use case, but I don't know how lawyers are
going to feel about it is once you enable
330
00:31:05,522 --> 00:31:10,163
be to be sharing your clients can now ping you on teams.
331
00:31:11,044 --> 00:31:11,844
Right?
332
00:31:11,844 --> 00:31:14,074
That seems good and bad, right?
333
00:31:14,074 --> 00:31:17,225
Like, um, all right, you get a pop up.
334
00:31:17,285 --> 00:31:19,046
How quickly do you respond?
335
00:31:19,046 --> 00:31:25,918
You know, if you're a lawyer and are you going to get, are you going to get heat if you
don't respond in a timely manner?
336
00:31:25,918 --> 00:31:27,138
It could be disruptive.
337
00:31:27,138 --> 00:31:27,675
I don't know.
338
00:31:27,675 --> 00:31:33,662
Do you have any thoughts on whether or not this is going to be a feature lawyers want to
use with their clients?
339
00:31:33,662 --> 00:31:35,203
I remember this story.
340
00:31:35,203 --> 00:31:50,487
I mean, this is probably a decade at least old that a law, and I want to say it was like
an Australian law firm that they had through their website, their public facing website
341
00:31:50,487 --> 00:31:56,489
showed the presence indicator like on their attorney bio pages.
342
00:31:56,629 --> 00:31:57,569
And that was the thing.
343
00:31:57,569 --> 00:32:00,170
was like, do you really want?
344
00:32:01,365 --> 00:32:07,849
to show that somebody is available now because I will also say that
345
00:32:09,995 --> 00:32:14,263
And like as a business professional, kind of like live and die by my calendar.
346
00:32:14,263 --> 00:32:16,136
You're probably the same way.
347
00:32:16,136 --> 00:32:18,639
You just have so many meetings and whatnot.
348
00:32:20,919 --> 00:32:27,965
For many lawyers, mean, not to say that they're not over-meeting as well, they work on
things, right?
349
00:32:27,965 --> 00:32:33,120
They're like in blocks of time, right?
350
00:32:33,120 --> 00:32:38,545
Working on something, but they may not have it reflected on their calendar, right?
351
00:32:38,545 --> 00:32:39,385
And...
352
00:32:41,269 --> 00:32:49,673
I think it would be bad to interrupt that flow work just all the time.
353
00:32:49,673 --> 00:32:53,455
mean, it could happen in email, but they've got a deadline.
354
00:32:53,455 --> 00:32:55,216
They can turn off email.
355
00:32:55,876 --> 00:33:02,740
But that persistent teams pinging, I guess you could exit out of team.
356
00:33:02,740 --> 00:33:06,066
But that could be a challenge.
357
00:33:06,066 --> 00:33:10,999
Yeah, it's uh Teams is, uh email is much more asynchronous.
358
00:33:11,583 --> 00:33:14,609
Teams is more synchronous.
359
00:33:15,286 --> 00:33:20,509
The other thing too, if you start, and it goes back to your governance topic, right?
360
00:33:20,509 --> 00:33:31,476
If you're allowing a client, you know, in that way, you probably want to capture those
chats, right?
361
00:33:31,898 --> 00:33:36,531
Like internally, if we're just, I mean, it depends on your organization, but.
362
00:33:38,581 --> 00:33:47,027
depending on, like if you're just using chats, you may have a rule to say they expire in
30 days or something like that.
363
00:33:47,027 --> 00:33:55,892
And if you're allowing clients to have that same experience with you, you probably don't
want to expire them.
364
00:33:55,913 --> 00:33:57,004
Yeah, that's a good point.
365
00:33:57,004 --> 00:34:03,668
You know, I've, I've heard of much, much, much more aggressive retention policies, like
three days.
366
00:34:03,668 --> 00:34:08,271
The longest I've ever heard for a chat is seven days, retention.
367
00:34:08,271 --> 00:34:13,114
And the reason is they want people to post and channels related to matters.
368
00:34:13,114 --> 00:34:17,657
And you know, a chat is, you want to go grab coffee, right?
369
00:34:18,077 --> 00:34:25,554
not, Hey, so and so from such and such client wants to do X, Y, and Z with this matter.
370
00:34:25,554 --> 00:34:28,635
That needs to go in a channel.
371
00:34:29,376 --> 00:34:38,681
maybe it's 14 days, but I presented with a couple of firms at Iltta, I don't know if it
was last year the year before, and they discussed their retention policies, and one was
372
00:34:38,681 --> 00:34:40,942
three days because of that reason.
373
00:34:41,877 --> 00:34:43,261
It makes sense.
374
00:34:43,828 --> 00:34:44,648
Yeah.
375
00:34:45,388 --> 00:34:51,271
But you know, maybe, maybe lawyers are going to have to adjust how they work and block
time on their calendar.
376
00:34:51,271 --> 00:34:53,562
I know it's a crazy thing to think about, right?
377
00:34:53,562 --> 00:35:07,520
But you know, if you're Coca-Cola and you have, um you know, tens of millions of dollars
of legal fee, legal spend with a particular law firm, you're, you're gonna, you're gonna
378
00:35:07,520 --> 00:35:10,761
ask for, I'd like to, I'd like to ping you directly.
379
00:35:10,761 --> 00:35:12,442
And the lawyer is going to say,
380
00:35:12,454 --> 00:35:15,221
Yes, I would think.
381
00:35:16,488 --> 00:35:17,388
Right.
382
00:35:17,689 --> 00:35:18,629
Sorry.
383
00:35:19,069 --> 00:35:20,549
I have a back flip problem.
384
00:35:21,688 --> 00:35:36,016
Um, so in addition to the teams in the, in the more frictionless sharing of information
with clients, there's some other benefits that I want to get your thoughts on that, you
385
00:35:36,016 --> 00:35:42,830
know, I see it from a product perspective, but you know, with high Q that is a very ring
fenced isolated system.
386
00:35:42,830 --> 00:35:45,401
It's on an Island and you want to push data in and out.
387
00:35:45,401 --> 00:35:50,825
You're pushing it into I sheets, which is like an Excel doc, or
388
00:35:50,825 --> 00:35:51,721
a SharePoint list.
389
00:35:51,721 --> 00:35:53,201
SharePoint list right?
390
00:35:53,201 --> 00:35:54,722
Not a relational database.
391
00:35:54,722 --> 00:36:07,275
There are limitations to it, but not with with um with our solution we deploy in your
tenant so you can pull information from any and we already stand up our integration hub
392
00:36:07,275 --> 00:36:08,935
that allows you.
393
00:36:09,415 --> 00:36:17,957
Yeah, exactly, so you can pull information from your PMS, docketing, experience
management, LPM system, DMS, PMS.
394
00:36:18,578 --> 00:36:19,198
Anything.
395
00:36:19,198 --> 00:36:20,360
um
396
00:36:20,360 --> 00:36:21,411
Do you guys have plans?
397
00:36:21,411 --> 00:36:29,615
But historically, like all those capabilities are super cool, but most law firms use
really it's mostly files.
398
00:36:29,615 --> 00:36:34,618
Are you guys thinking you're going to do more now that it's easily accessible?
399
00:36:34,957 --> 00:36:44,153
So I mean, I think that the files piece is certainly the use case that is the strongest.
400
00:36:44,314 --> 00:36:46,157
I think there are.
401
00:36:48,009 --> 00:36:54,769
ways to better leverage, even if it's just the Microsoft list, right, capability.
402
00:36:54,769 --> 00:36:57,564
I think there is some
403
00:36:59,583 --> 00:37:04,557
to do some true, so we say, we call it collaboration, right?
404
00:37:04,557 --> 00:37:10,021
But a lot of times that just means I'm gonna upload some files so you have access to them.
405
00:37:10,021 --> 00:37:16,375
But I think you could have like the next level of collaboration which includes like
co-editing, right?
406
00:37:16,375 --> 00:37:19,333
Let's work on this document at the same time.
407
00:37:19,333 --> 00:37:25,552
I mean, imagine the savings you could have under the right scenario, right?
408
00:37:25,552 --> 00:37:27,605
Of I don't have to,
409
00:37:27,605 --> 00:37:34,584
I have my version, you have yours, and now we've got to exchange and redline and, oh,
right?
410
00:37:34,584 --> 00:37:38,619
I mean, that co-editing experience could just save so much time.
411
00:37:38,619 --> 00:37:40,741
uh
412
00:37:42,446 --> 00:37:47,529
And again, I think it depends on what is the relationship.
413
00:37:47,710 --> 00:37:51,732
If Coca-Cola, for example, I used to use big client, right?
414
00:37:52,373 --> 00:38:09,865
If a client like that said, we want to see our billing history or WIP or whatever, if the
business says that's appropriate, we now have an easier mechanism to do that.
415
00:38:11,017 --> 00:38:20,962
I think that in the high queue world, and this is just our instance of high queue, we
would likely run reports and upload them.
416
00:38:21,683 --> 00:38:34,309
As opposed to doing the data connector to an iSheet or to a SQL database or something like
that and presenting it in the site, it would just.
417
00:38:37,043 --> 00:38:45,017
likely be a more manual process, eh but I think that gets to be just a whole lot simpler.
418
00:38:45,017 --> 00:38:47,275
You're just removing so much friction.
419
00:38:47,752 --> 00:38:48,362
Yeah.
420
00:38:48,362 --> 00:38:52,884
And I mean, Haikyuu was designed to that way.
421
00:38:52,884 --> 00:39:08,871
it is a, it's an island and you know, back, you know, they started when the cloud was
still like scary and you know, you kind of, you kind of had to, people were, got
422
00:39:08,871 --> 00:39:12,572
uncomfortable if it was too easy to share.
423
00:39:12,572 --> 00:39:12,942
Right.
424
00:39:12,942 --> 00:39:16,764
I feel like we've, I feel like we've come a long way since then though.
425
00:39:16,764 --> 00:39:17,774
And now,
426
00:39:17,960 --> 00:39:20,814
people do understand that it's okay.
427
00:39:20,814 --> 00:39:22,650
The cloud's not going to hurt you.
428
00:39:24,621 --> 00:39:31,052
I mean, I think there was a movement, and maybe it's still in play, of being cloud first.
429
00:39:31,915 --> 00:39:32,841
Right?
430
00:39:32,841 --> 00:39:33,797
And.
431
00:39:36,885 --> 00:39:45,832
I mean, you mentioned earlier, there are still a lot of firms that are largely on-prem,
but those numbers have to be dwindling.
432
00:39:45,832 --> 00:39:48,133
um
433
00:39:49,940 --> 00:40:10,817
not that this is my responsibility or remit, but I much prefer being able to think about
how we deliver solutions than how do we keep like so many physical devices up and running
434
00:40:10,817 --> 00:40:18,533
and right and having to build you know infrastructure to support things to just be able to
jump to
435
00:40:18,997 --> 00:40:20,126
supporting things.
436
00:40:20,126 --> 00:40:21,426
Right.
437
00:40:21,926 --> 00:40:24,666
What about skill sets?
438
00:40:26,126 --> 00:40:39,986
you know, like it's, it seems so of the firms I know who have, made significant high Q
investments, many of them have teams who manage that, who have to really understand the
439
00:40:39,986 --> 00:40:41,026
platform.
440
00:40:41,346 --> 00:40:47,582
And, um, with M 365, if you understand M 365 and SharePoint and
441
00:40:47,582 --> 00:40:56,522
If you're a developer, they're fairly commodity skill sets, React JS, you have no little
SPFX, but you can build customizations.
442
00:40:56,702 --> 00:41:06,902
How much benefit are you going to get from just having more people who are easier to find,
I would think.
443
00:41:07,349 --> 00:41:13,705
say people that are easier to find and also organizations that are able to support you.
444
00:41:13,705 --> 00:41:17,238
Like from a consulting perspective, right?
445
00:41:17,238 --> 00:41:35,461
I the the high Q kind of ecosystem, I think, I mean, I can count on one hand, the
consultants that I would go to if I really needed something bespoke out of high Q.
446
00:41:36,797 --> 00:41:37,647
Yeah.
447
00:41:38,388 --> 00:41:39,528
It's on limp.
448
00:41:39,528 --> 00:41:40,568
Yeah.
449
00:41:41,309 --> 00:41:42,029
Right.
450
00:41:42,029 --> 00:41:42,489
Yeah.
451
00:41:42,489 --> 00:41:51,392
There's fewer of them and you know, that means that drives up costs that sometimes can, if
they're busy, make things take longer.
452
00:41:51,392 --> 00:42:00,556
Um, but yeah, it definitely gives you more choice when it's a, just more of a commodity
skillset.
453
00:42:00,556 --> 00:42:02,577
What about on the AI front?
454
00:42:02,577 --> 00:42:06,608
And I know we only have about three, four minutes here, but like,
455
00:42:06,610 --> 00:42:15,949
You and I have talked about potential use cases with AI in the extranet world, like chat
bots, like we deployed.
456
00:42:15,949 --> 00:42:19,202
think, I think I can talk about this one because we did a case study on it.
457
00:42:19,202 --> 00:42:20,142
So it's public.
458
00:42:20,142 --> 00:42:32,234
Um, we had a large IP firm who we built and, uh, we built a chat bot on top of Azure open
AI and it crawled and indexed all of their policy documents.
459
00:42:32,234 --> 00:42:33,114
So
460
00:42:33,198 --> 00:42:37,082
expense policy that was in a PDF somewhere in a SharePoint library.
461
00:42:37,082 --> 00:42:42,047
um PTO policy that was on a wiki somewhere.
462
00:42:42,047 --> 00:42:52,938
um It could be, you know, sexual harassment policy or, you know, um ethical gift limit
policies that's in all these different places.
463
00:42:52,938 --> 00:42:55,621
And we took Azure AI and crawled and indexed all that.
464
00:42:55,621 --> 00:42:57,360
We put a
465
00:42:57,360 --> 00:43:05,667
I'm sorry, Azure AI search to crawl an index and then Azure open AI and build a bot where
you can go in and ask any policy question in the Internet and man, they love it.
466
00:43:05,667 --> 00:43:09,101
It's like where do I go to submit a PTO request?
467
00:43:09,101 --> 00:43:15,516
Well, type it and you answer like are there any client facing scenarios like that that
makes sense?
468
00:43:16,285 --> 00:43:19,967
I mean, I think that there can be.
469
00:43:19,967 --> 00:43:36,216
mean, in the instant, in that example, I think there are uh firms, right, if they have
consistent advice, right, that they are giving people um that experience, I think it's
470
00:43:36,216 --> 00:43:38,037
huge, right?
471
00:43:39,874 --> 00:43:49,862
If you think about kind of like the evolution of like intranet or whatever, it was maybe
you would think about the menu structure and browsing, right, to find information.
472
00:43:49,862 --> 00:43:51,424
And then it was search.
473
00:43:51,424 --> 00:43:53,465
Now it's going to be chat.
474
00:43:54,846 --> 00:43:55,207
Right.
475
00:43:55,207 --> 00:44:00,991
And I think the same thing maybe could be true with extranets.
476
00:44:00,991 --> 00:44:08,457
I mean, the, the browsing is probably less of an issue because it's focused on a topic.
477
00:44:08,471 --> 00:44:18,926
But the interrogation piece, Like, you know, I think you the sky is the limit, right?
478
00:44:18,926 --> 00:44:25,418
Imagine having like a co-pilot agent against a document library.
479
00:44:27,041 --> 00:44:30,110
Right, just to be able to do that.
480
00:44:33,259 --> 00:44:48,425
you know, what did we say about X or, you know, what has been filed about something as
opposed to largely being restricted by file name metadata and folder structure.
481
00:44:48,688 --> 00:44:48,998
Yeah.
482
00:44:48,998 --> 00:44:56,273
And I hear a lot of people who are confused talk about, well, we've had natural language
search for years.
483
00:44:56,273 --> 00:44:56,523
okay.
484
00:44:56,523 --> 00:44:57,244
Yeah, you have.
485
00:44:57,244 --> 00:44:59,476
And what do you get back with natural language search?
486
00:44:59,476 --> 00:45:02,378
You get back a list of links, right?
487
00:45:02,378 --> 00:45:02,828
Yeah.
488
00:45:02,828 --> 00:45:13,366
And what's different here is this is going to be a perplexity like interface where within
documents you get back answers, not just links to the documents where you got to go find
489
00:45:13,366 --> 00:45:13,966
it.
490
00:45:14,103 --> 00:45:18,350
And it's semantic understanding, right?
491
00:45:18,350 --> 00:45:23,964
It's not, I mean, even with natural language search, it's just not that good.
492
00:45:23,964 --> 00:45:24,835
Yeah.
493
00:45:25,079 --> 00:45:25,380
Yeah.
494
00:45:25,380 --> 00:45:26,224
Enterprise search.
495
00:45:26,224 --> 00:45:28,813
And that's a whole, another topic.
496
00:45:29,569 --> 00:45:43,657
So Ted, before I know we're just have a minute or so left, but I do want to point out one
thing about the extra nets and in the Microsoft world, and that is site life cycle.
497
00:45:44,578 --> 00:45:48,020
And that's been a pain point.
498
00:45:48,100 --> 00:45:51,582
I think for a while, it's very easy to spin up sites.
499
00:45:51,582 --> 00:45:56,725
It's challenging to spin them down and that's a risk.
500
00:45:57,782 --> 00:45:58,102
Right?
501
00:45:58,102 --> 00:46:03,444
You want to remove people when they haven't been visiting.
502
00:46:04,024 --> 00:46:04,565
Right?
503
00:46:04,565 --> 00:46:11,267
And you want to archive sites as a matter of policy when they haven't been used.
504
00:46:11,687 --> 00:46:27,423
And that's a capability that comes kind of in the Microsoft realm that has been missing,
em at least from my vantage point in the high queue environment.
505
00:46:28,621 --> 00:46:39,209
uh Because I think it really is a risk and governance concern and being able to close that
gap is important.
506
00:46:39,378 --> 00:46:49,888
Yeah, well, you if you think about their licensing model, you know, does it make sense for
them to provide capabilities that would reduce your storage or site footprint?
507
00:46:49,888 --> 00:46:56,915
um You know, I don't seems like there's maybe incentive to not make that so easy.
508
00:46:56,915 --> 00:47:02,520
um But yeah, we have put a lot of effort into that.
509
00:47:02,520 --> 00:47:04,932
We because we deploy in your environment.
510
00:47:05,052 --> 00:47:07,174
You know, we have two licensing models today.
511
00:47:07,174 --> 00:47:08,273
This is probably going to change.
512
00:47:08,273 --> 00:47:13,548
It's still brand new, but we have, can license by sites or just like you guys did, just do
it enterprise wide.
513
00:47:13,548 --> 00:47:15,329
And then there are no limitations.
514
00:47:15,329 --> 00:47:27,438
You can, as much storage as Microsoft gives you, which is like, if you're on an E3 or E5,
I think it's like one, one terabyte per user or some, something crazy.
515
00:47:27,438 --> 00:47:31,681
Like it, there's a lot of storage out there and when you need to buy more, it's cheap.
516
00:47:31,681 --> 00:47:33,362
Um,
517
00:47:33,490 --> 00:47:37,133
But yeah, we've put a lot of effort into the provisioning and the governance piece of
this.
518
00:47:37,133 --> 00:47:41,255
Like you can hover over a document and get a preview when we log it.
519
00:47:41,696 --> 00:47:44,158
So it is extremely detailed.
520
00:47:44,158 --> 00:47:53,025
um we think, you know, that's one area where AI, we have some ideas about how to
incorporate AI asking analytics questions.
521
00:47:53,025 --> 00:47:59,922
Like, give me the top five sites that haven't been used in the last 30 days or the top
three users who
522
00:47:59,922 --> 00:48:04,563
have downloaded the most content or you can do some really neat stuff on the analytic
side.
523
00:48:05,344 --> 00:48:06,264
Yeah.
524
00:48:06,864 --> 00:48:07,324
Yeah.
525
00:48:07,324 --> 00:48:11,565
Um, and cause we log everything in Azure app insights.
526
00:48:11,606 --> 00:48:15,377
So it's really easy to query out, but it's manual.
527
00:48:15,377 --> 00:48:20,738
If you do it through the interface, crawl and index that stuff, throw a bot on top.
528
00:48:20,738 --> 00:48:22,809
You can ask some really neat questions.
529
00:48:23,729 --> 00:48:24,070
Yeah.
530
00:48:24,070 --> 00:48:25,800
All that stuff's coming down the pike.
531
00:48:25,800 --> 00:48:28,255
Well, this has been a great conversation as always.
532
00:48:28,255 --> 00:48:32,102
really appreciate you taking a few minutes.
533
00:48:32,102 --> 00:48:34,285
uh Are you active on LinkedIn?
534
00:48:35,008 --> 00:48:35,750
Yeah.
535
00:48:35,750 --> 00:48:38,524
So folks can find you at Katrina Dittmer.
536
00:48:39,488 --> 00:48:40,414
Indeed.
537
00:48:40,414 --> 00:48:43,616
And that's D-I-T-T-M-E-R on LinkedIn.
538
00:48:43,757 --> 00:48:46,569
And you show your face at events.
539
00:48:46,569 --> 00:48:49,761
I see you in places here and there, right?
540
00:48:49,761 --> 00:48:50,823
I will be at Ulta.
541
00:48:50,823 --> 00:48:53,469
think I'm speaking at a session at Ulta.
542
00:48:53,469 --> 00:48:57,207
So we'll connect then.
543
00:48:57,207 --> 00:48:59,053
Yeah.
544
00:48:59,053 --> 00:49:05,672
Well, thanks for uh spending some time and I'm sure I'll see you before Elta, but worst
case I'll see you then.
545
00:49:05,672 --> 00:49:07,944
All right.
546
00:49:07,944 --> 00:49:08,885
Thank you.
00:00:05,020
Katrina Dittmer, how are you today?
2
00:00:05,548 --> 00:00:06,380
Great, thanks.
3
00:00:06,380 --> 00:00:07,499
How are you?
4
00:00:07,587 --> 00:00:14,810
I am good and looking forward to our conversation today, which is a long time coming.
5
00:00:15,650 --> 00:00:26,214
You and I worked on a chapter of a book recently on this topic that we're going to talk
about today, which is legal collaboration.
6
00:00:26,615 --> 00:00:37,319
And yeah, we share a lot of philosophies on this and I think there's going to be a good
conversation.
7
00:00:37,971 --> 00:00:41,995
But before we jump in, let's get you introduced for those that don't know you.
8
00:00:41,995 --> 00:00:43,456
You've been around for a long time.
9
00:00:43,456 --> 00:00:51,383
So like me, in fact, I season vets, I'm trying to think when you and I met, I think it was
at a SharePoint symposium.
10
00:00:51,864 --> 00:00:53,771
I know it was more than 10 years ago.
11
00:00:53,771 --> 00:00:56,069
I don't know if it was quite 15.
12
00:00:56,456 --> 00:01:18,343
I it might have been 2013 or 14, ah only because I remember it was after like the first,
the Baker and Daniels and Fagry and Benson merger, just based on who I was there with.
13
00:01:18,343 --> 00:01:19,803
Yeah, I remember.
14
00:01:19,803 --> 00:01:21,187
I remember who you were there with.
15
00:01:21,187 --> 00:01:23,329
You guys talked about InfoPath.
16
00:01:24,451 --> 00:01:27,228
Yeah, I remember.
17
00:01:27,228 --> 00:01:29,891
Without buying a big third party tool.
18
00:01:30,733 --> 00:01:31,312
Yeah.
19
00:01:31,312 --> 00:01:37,576
um So you started your legal tech career, looks like, in Lit Support.
20
00:01:37,736 --> 00:01:47,822
You were in KM &I roles at Fagry for many years, and now you're at Evershed's.
21
00:01:48,083 --> 00:01:48,942
So.
22
00:01:48,942 --> 00:01:51,262
I have to say Evershed Sutherland.
23
00:01:51,262 --> 00:01:53,195
We got to have the whole name.
24
00:01:53,195 --> 00:02:00,140
And I joined the US side of the firm a little over two years ago.
25
00:02:00,572 --> 00:02:00,973
Okay.
26
00:02:00,973 --> 00:02:02,206
You guys are clients now.
27
00:02:02,206 --> 00:02:05,534
need to, I need to thank you for correcting me.
28
00:02:05,534 --> 00:02:07,268
ever said, ever shed Sutherland.
29
00:02:07,268 --> 00:02:09,522
need to say it right.
30
00:02:10,013 --> 00:02:16,587
You know, these firms that are born uh of combinations, we have to use that right word,
right?
31
00:02:16,587 --> 00:02:17,989
oh
32
00:02:19,467 --> 00:02:20,860
The names matter.
33
00:02:22,248 --> 00:02:22,561
Yeah.
34
00:02:22,561 --> 00:02:23,171
get it.
35
00:02:23,171 --> 00:02:25,752
You know, and I just, I just realized something.
36
00:02:25,752 --> 00:02:31,955
You, you and I did a webinar way back in the day with Ilta.
37
00:02:32,050 --> 00:02:33,856
I think we were talking about, do you remember this?
38
00:02:33,856 --> 00:02:38,737
um Yeah.
39
00:02:39,498 --> 00:02:41,109
It's still out on YouTube somewhere.
40
00:02:41,109 --> 00:02:42,959
I saw it not too long ago.
41
00:02:43,860 --> 00:02:44,360
Yeah.
42
00:02:44,360 --> 00:02:49,042
um A little different than today.
43
00:02:49,069 --> 00:02:49,764
Sure.
44
00:02:49,764 --> 00:02:54,676
And so was my, you know, I haven't had hair in a long time, but my beard had more color.
45
00:02:54,676 --> 00:03:02,768
Um, yeah, that was a really long time ago, but it's good to, um, do this with you again.
46
00:03:02,768 --> 00:03:16,022
And today we're going to talk about legal collaboration and you have a background in this
and, um, you guys have been, your firm has been, um,
47
00:03:16,062 --> 00:03:21,565
kind enough to participate with us in our build out of our solution.
48
00:03:23,326 --> 00:03:27,748
and the reason our motivation for charging down this path.
49
00:03:27,768 --> 00:03:30,220
So we started our journey as Acrowire.
50
00:03:30,220 --> 00:03:46,045
built a lot of bespoke extranet solutions and we help firms like manage the solutions that
they already had stood up and the product, the, um, the market was right for a different
51
00:03:46,045 --> 00:03:48,337
solution and alternative out there.
52
00:03:48,337 --> 00:03:56,742
We all know that Haikyuu dominates the extranet market and there's just not been a lot of
choice in the marketplace that's legal specific.
53
00:03:56,742 --> 00:04:12,112
um And it seems to me that, and I don't know if you disagree, if I had to guess, I think
you would, but my take is that there hasn't been a ton of innovation in this legal
54
00:04:12,112 --> 00:04:14,393
collaboration space in quite a while.
55
00:04:14,393 --> 00:04:15,714
You know, the two,
56
00:04:15,966 --> 00:04:21,754
primary vendors, both internal facing um collaboration, i.e.
57
00:04:21,754 --> 00:04:26,502
Intranet and external facing Extranet, got bought by much bigger companies many years ago.
58
00:04:26,502 --> 00:04:28,574
And it just doesn't seem like there's been a lot of innovation.
59
00:04:28,574 --> 00:04:30,066
Is that your take as well?
60
00:04:30,742 --> 00:04:31,494
Um.
61
00:04:33,215 --> 00:04:35,247
agree-ish.
62
00:04:35,247 --> 00:04:51,900
mean, I see some of the firms and even some of the sites that have been developed with, am
I allowed to use the incumbent name, with Haikyuu, right?
63
00:04:51,900 --> 00:04:55,573
That are really progressive.
64
00:04:55,573 --> 00:04:59,646
They push the platform quite a lot.
65
00:05:01,028 --> 00:05:02,637
From my vantage
66
00:05:02,637 --> 00:05:13,803
point, I would prefer to build to grow capabilities with tools that we already own and are
familiar with.
67
00:05:14,484 --> 00:05:17,375
And that's Microsoft, right?
68
00:05:17,375 --> 00:05:32,032
And I think Haikyuu made a ton of sense when we were fighting with SharePoint online and
every time there was a platform uh upgrade needed, it was a behemoth.
69
00:05:32,032 --> 00:05:43,727
of a project because you're standing up all new hardware and migrating content and all of
those things for not much functionality improvement.
70
00:05:43,727 --> 00:05:56,583
So high Q is fabulous, you know, as an alternative, but fast forward to SharePoint online
and you know, Microsoft's cloud journey and investment.
71
00:05:56,583 --> 00:05:59,173
And I think we're in a bit different place.
72
00:05:59,199 --> 00:06:04,939
Yeah, the on-prem days were rough, especially when it came to sharing externally.
73
00:06:04,939 --> 00:06:13,459
You used to have to like stand up a DMZ and put a web front end out there at a minimum.
74
00:06:13,459 --> 00:06:19,219
And you had to muddy up your Active Directory infrastructure with external users.
75
00:06:19,219 --> 00:06:20,699
And it was just messy.
76
00:06:21,099 --> 00:06:30,409
Well, candidly, the UI, the user experience at that time for SharePoint.
77
00:06:31,989 --> 00:06:33,534
Not spectacular.
78
00:06:34,568 --> 00:06:36,600
Yeah, that's that's saying it kindly.
79
00:06:36,600 --> 00:06:40,553
um It's gotten a lot better and SharePoint online.
80
00:06:40,553 --> 00:06:50,692
You Microsoft is really doubled down on M365 and SharePoint online is now is now a very
mature platform.
81
00:06:50,692 --> 00:07:01,841
We started out in the early days so we back when we were consultants and you know trying
to build the business we said yes to things we should have never said yes to, but you know
82
00:07:01,841 --> 00:07:03,646
how it is when you're trying to like.
83
00:07:03,646 --> 00:07:04,666
earn a dollar.
84
00:07:04,666 --> 00:07:07,746
It's like, yeah, I can do that and figure it out later.
85
00:07:07,746 --> 00:07:11,226
Um, I'm glad those days are behind us because that was painful.
86
00:07:11,226 --> 00:07:15,926
Um, but we started doing, it was, do you remember BPOS?
87
00:07:16,386 --> 00:07:20,025
The that's, that was the predecessor to Microsoft 365.
88
00:07:20,025 --> 00:07:25,526
It was called business productivity online suite BPOS for short.
89
00:07:26,123 --> 00:07:34,113
maybe I had heard of that second reference, but I had not heard of it as the acronym that
does not roll off your tongue.
90
00:07:34,113 --> 00:07:35,094
No.
91
00:07:35,094 --> 00:07:40,000
And there was nothing that really made sense in that world.
92
00:07:40,000 --> 00:07:47,610
They basically took the on-prem products and tried to make a multi-tenant and hosted, and
it was really clumsy and it was really tough.
93
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And we moved.
94
00:07:48,671 --> 00:07:49,993
So the first big...
95
00:07:49,993 --> 00:07:51,223
uh
96
00:07:51,223 --> 00:07:53,247
Sounds about as good as Clippy.
97
00:07:53,247 --> 00:07:54,847
Yeah, it was.
98
00:07:54,847 --> 00:07:56,027
It was a lot like Clippy.
99
00:07:56,027 --> 00:07:59,747
Microsoft's had a lot of those whiffs over the years.
100
00:08:00,347 --> 00:08:13,567
But the first viable iteration of Office 365, as it was called back then, now it's just
Microsoft 365, was something called Wave 14.
101
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And that happened in like maybe 2012, maybe 2013.
102
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And we moved a massive client.
103
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We moved Sunoco, the oil and gas company.
104
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that's owned by Energy Transfer Partners.
105
00:08:24,217 --> 00:08:25,167
It's like Fortune 20.
106
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They're a massive company and they picked us to help them move because we had some depth.
107
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And uh man, it was painful.
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Even as far as things had progressed with Wave 14, it was still really tough.
109
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And today it's a lot easier and it feels like law firms maximizing their investment in
M365.
110
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just makes a lot of sense from skillset perspective, from consistency perspective, from um
just limiting the number of vendors and licensing and all of that sort of stuff.
111
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It just seems to make a lot of sense to think about that path.
112
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think there's another part to it that is so many corporate clients sit on top of the M365,
like that's the ecosystem they work in.
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They're comfortable with it.
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Right?
115
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It's another, maybe the branding is a little bit different, but in terms of base
functionality, it's what they're used to.
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Yeah.
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Well, and you know, back to the thinking about the incumbents in the intranet, extranet
space that are legal specific.
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Um, you know, they were bought by much bigger companies and you know, like focus changes
over time.
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You know, there's a lot of focus on, there's a lot of focus on AI on the practice
management side, which is where Handshake went.
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That was the incumbent in the space.
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You know, their practice management is still largely on-prem.
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So they're very focused, it seems like, moving to the cloud.
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And they've got their own AI ambitions as well.
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um But yeah, as focus changes, so sometimes does the investment.
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when something becomes misaligned with a strategic direction, it doesn't always keep up.
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Well, for sure.
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And I think when you start considering other capabilities, other features that you want to
be able to present to your clients through an extranet, staying in that platform where
128
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your data lives, and where you're comfortable doing development, doing integration.
129
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It just makes sense.
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I can't imagine that, you know, it's not a risky bet, right?
131
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I mean, it's where you're spending most of your time and money anyway.
132
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And when I think about, you mentioned AI, when I think about the maturity of like co-pilot
studio and we're still in early, early days, right?
133
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I mean, what is this phrase?
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This is the worst it's ever gonna be, right?
135
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Well, and you know, another, I think interesting benefit to deploying your solutions in M
365 is it's all the ancillary capabilities that Microsoft brings to the table.
136
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You know, Azure open AI, Azure AI search, power automate, power BI, power apps, like all
of that is now accessible when you deploy within
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that M365 boundary.
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even, I mean, even just some of the core M365 elements, I mean, they used to be called
SharePoint lists.
139
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Right now they're just Microsoft lists and I can't keep track of all of the name changes,
frankly, but all of those other elements that are just available to help you with basic
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information that might be valuable, relevant in
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the information that you share and manage with and for your clients.
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You know, even before you get to the really cool stuff that you just like all the power
platform stuff, I mean, you don't even have to necessarily be in that level, although it's
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there and that's great.
144
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uh
145
00:13:10,913 --> 00:13:16,906
But yeah, I just think far more Lego blocks available to you.
146
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Yeah, for sure.
147
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And you can also kind of start to center around a common authentication mechanism like,
Entra, which is a beast.
148
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Let's not, let's not, let's be clear on that.
149
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It is a beast, but you know, today you have all these SSO, you know, single sign-on
frameworks that are out there that create additional complexity.
150
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So centering your strategy in around a common authentication framework, think also makes a
lot of sense.
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It does, and obviously we are still very early in our shift over to the Microsoft
environment for extranets.
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But yes, I'm very much looking forward to that being available for our guests.
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Yeah.
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00:14:13,646 --> 00:14:18,308
So our, know, when we started InfoDash, we had a vision.
155
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It took us longer to get here than I thought we would, but for a good reason, because we
got so damn busy on the internet side because our timing was really good, right?
156
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Like all these big firms were moving to the clouds.
157
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So we, we started InfoDash in 2022 and kind of started turning off our legacy Acrowire
customers.
158
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So we'd either migrate them to the platform or just part ways.
159
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And we had to do that obviously in an orderly fashion.
160
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So that took some time, but 2022 was really, again, I'd rather be lucky than good.
161
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And we were very lucky in that our timing lined up perfectly with Big Law's real push to
M365.
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Like some firms had moved messaging already, right?
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That's usually, that's always the first step.
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is move email because it just makes so much sense.
165
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But then those ancillary M 365 workloads like, like SharePoint, those really started to
happen in earnest in 2022 and they're still underway.
166
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I'd say if I had to guess, I would say less than half the AMLaw is in SharePoint online in
earnest, right?
167
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They may have a couple of sites, they're doing some project like project management stuff.
168
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But I still think that less than half are there, full blown, fully committed, turn off the
lights on prem.
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I don't know.
170
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Does that sound right to you?
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a great sense of the broader market.
172
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will say when I was pondering, do I make this shift over to Evershed Sutherland, the fact
that they had been in the Microsoft, like in the cloud environment already for several
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years.
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meant to me that I likely had fewer barriers, right, in terms of how I thought about some
of the challenges I would face and the way I would approach solving them.
175
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So I feel badly, I guess, for firms that aren't there yet.
176
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I think their ability to innovate is perhaps a bit handcuffed in that.
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uh
178
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is, I talk to a lot of folks through, I go to a ton of conferences hosting on this
podcast.
179
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We're always engaging with new firms.
180
00:16:53,578 --> 00:16:55,738
We've done business with 110, over 110.
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00:16:55,738 --> 00:16:59,158
I stopped counting at 110 and AmLaw firms.
182
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Now that number is very slightly inflated because I went back when we were still counting.
183
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Actually, it's probably evened out now because we stopped counting, but like Fagry,
184
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Baker Daniels and Drinker Biddle were both AmLaw clients independently.
185
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Then they merged to become in their clients again as Fagry Drinker.
186
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um But through all of that perspective that I've been able to get access to, it feels like
there are going to be the haves and the have nots in this like post-gen AI world because
187
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I, it seems like there's
188
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firms fall into one of two camps.
189
00:17:40,584 --> 00:17:48,207
They're either really doubling down and investing in this and moving forward or it's deer
in the headlights.
190
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Like they don't know what to do.
191
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They're overwhelmed.
192
00:17:50,788 --> 00:18:04,173
um They've got a couple of POCs going with maybe some co-pilot pushed out, but not doing
anything on the practice side at all because they can't clearly articulate ROI.
193
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And it seems like, those firms are going to have a really hard time
194
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when clients start demanding this tech enabled legal service delivery model and they're
still figuring out their strategy.
195
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I don't know.
196
00:18:20,986 --> 00:18:22,598
That's what it feels like to me.
197
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think there, I mean, especially where AI is concerned, I think we're all still trying to
figure out the ROI, right?
198
00:18:32,388 --> 00:18:40,182
You're investing a lot dollars wise, perhaps time wise, hopefully for sure.
199
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But if you don't, you know, kind of take an R and D-esque mindset, right?
200
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That you're going to have some misses.
201
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Right, but you've got to have some, you'll find some hits, right?
202
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You'll have, and then you figure out as it matures, as it gets better than today, you're
ready to have that ROI talk and really.
203
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have an opportunity to say, we're differentiating this way or we're ahead of market or
whatever that is, but to say, I don't know, I'm gonna wait, I think that's a risky bet.
204
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Totally.
205
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completely agree.
206
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And yeah, and you know, and like I beat this drum a lot and it's not because I'm trying to
be critical.
207
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It's because we are, our livelihood is tied to the law firm market and I really want to
see firms push forward and be successful with this.
208
00:19:43,571 --> 00:19:52,574
So yeah, I hope I'm not being taken as a, um, a critic or a skeptic, but I just see
209
00:19:52,947 --> 00:20:07,228
the writing on the wall and it feels like there's going to be a shift in market share from
firms that have, like you said, invested in the R &D and worried less about ROI today, but
210
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looking at the future, like we have to learn.
211
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This is a learning exercise for us and we're going to figure it out.
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And when we do, there'll be gold at the end of the rainbow.
213
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But the folks that wait, I'm concerned that the market will have changed.
214
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in a way that they can't accommodate and deliver services the way the market needs because
they're so far behind.
215
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That's what it feels like.
216
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I agree.
217
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I will talk about it some as like a crawl, walk, run, right?
218
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And we're still crawling, likely, right?
219
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Getting to walking, but I mean, you can't start running without the other steps.
220
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Right.
221
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Yeah, that's a very good point.
222
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Well, one of the benefits that I think is a first time thing in the legal world, in the
internet action art world is we're bringing both internet and extra net together into one
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unified platform that we call unified collaboration.
224
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And you've been on board with this vision with us and um it's great to have you guys
helping us figure this out as.
225
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By the time this airs, Extranet will be fully launched, which we're super excited about.
226
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from our perspective, and we're not a law firm, um but it just seems to make a lot of
sense to have one interface and technology to learn to manage all collaborations, whether
227
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it's internal or external.
228
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Because at the end of the day, an intranet or an extranet is a comms mechanism.
229
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It's a way to communicate, whether it's internally or externally.
230
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and sharing of content, whether that content is documents or docket information or billing
or matter information.
231
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um It's, it's, it's comms and having one system to manage your comms internal and external
feels like it makes a lot of sense.
232
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And how, how big a deal is having one instead of having a high Q and a handshake
environment with diff build on different technologies and
233
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requiring different people to manage and different infrastructure and different licensing
and how big a deal is that in your world?
234
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I think it's significant.
235
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think from an end user, I hate to use that word, from a usability perspective, you get to
reinforce a common experience.
236
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And folks aren't context switching all the time.
237
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This is intranet.
238
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This is extranet.
239
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This is teams or whatever, for collaboration, like matter work or whatever.
240
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uh
241
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You get to be a little bit more consistent and hopefully deliver up key information,
whether it's from your HR system or, you know, BI tool, whatever it is, right?
242
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Those other systems deliver up the key information in a unified experience, right?
243
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Just reduce that effort people have to go through.
244
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to get what they need, right?
245
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And I think, and so that's true for us, for the law firms.
246
00:23:31,815 --> 00:23:42,548
And then if you think about it from a client perspective and knowing how many clients are
familiar with Microsoft, it's reducing that load for them as well.
247
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uh
248
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I think Teams is the interesting, is an interesting piece of this.
249
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And I know we talked about this a ton when we were drafting our chapter, uh because as
much as I would say like to say that we have a lot of people using Teams sites for where
250
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they do work, we're not there yet.
251
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Yeah, that's a crawl walk, run journey too.
252
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So crawl is presence, chat and online meetings.
253
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That's the definition of crawl and it's real easy to start crawling.
254
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um Walking is when you start leveraging, know, retention policies around when you get a
little more formal in how you're structuring your communications.
255
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Cause the
256
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The beauty and the curse of teams is its flexibility, right?
257
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There's a bunch of different places where you can collaborate, right?
258
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Are you going to post in channels?
259
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Are you going to go, go post in chats?
260
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Are you going to have naming conventions?
261
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When do you post in chats versus ah channels?
262
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It's uh we honestly, we're still figuring that out internally and we live and breathe this
stuff.
263
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So
264
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Yeah, we tend to have more operations teams, business professionals using teams as a place
to work, right?
265
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Like having team sites, documents are there, maybe it's attached to planner or project or
that type of thing.
266
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uh I think the lawyers are still largely I manage email.
267
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But we're getting some to shift and and it's
268
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It's fun, I mean, that's a nerdy way to say it, but it's fun to watch them, to see them
embrace.
269
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teams to have all of their matter centric communication happening in posts.
270
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It's not an email.
271
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People get added to the matter.
272
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They can get caught up.
273
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We have M365 co-pilot for folks.
274
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So there's that capability.
275
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I know you're a little bit of a critic.
276
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And that's fine.
277
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It's going to get better.
278
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And I think you said that.
279
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So when you start layering these things, these capabilities together, it becomes a
compelling story.
280
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But I don't think it's something we're going to be able to, I wanna say force people into.
281
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But we can encourage them, coach them.
282
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Meet them where they are.
283
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Yeah.
284
00:26:42,718 --> 00:26:45,470
You know, I just realized we keep talking about this chapter we wrote.
285
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didn't name the book.
286
00:26:47,392 --> 00:26:56,009
it's, yeah, yeah, Current and future trends in knowledge management and innovation for
legal professionals.
287
00:26:56,009 --> 00:27:04,416
It's quite the mouthful and, Patrick D Domenico pulled this together and it's a, it's a
great book and it's an easy read.
288
00:27:04,416 --> 00:27:11,812
So for those of you who want to hear more about this topic, Katrina and I put wrote a
chapter that I think turned out pretty good.
289
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Um, so right, exactly.
290
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Well, you know, something along the teams lines that I think is worth talking about in
collaboration.
291
00:27:22,778 --> 00:27:35,638
So the presence and the, um, pervasiveness of presence indicators within the M 365 suite
is so incredibly cool.
292
00:27:35,638 --> 00:27:40,371
You know, you can be working on a word document and see an icon.
293
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with a presence ring around it with anybody who happens to have the document open and you
can click on it and say, Hey, I'm thinking about and start co-authoring right there.
294
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mean, and now I don't know what your plans are on this.
295
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It's, B2B sharing where you can enable shared channels.
296
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So in order to do shared channels in teams today, and I think this is going to
297
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This is not going to change.
298
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kind of has to stay this way, but it could get a little easier.
299
00:28:15,065 --> 00:28:17,187
There's like a 13 step process.
300
00:28:17,187 --> 00:28:29,437
The last time I looked to enable B to be sharing that you basically, have to go in, IT has
to do this and they have to go in and you have to basically accept the policy, um, choices
301
00:28:29,437 --> 00:28:34,741
of your counterpart of this other domain, who you're sharing information with.
302
00:28:34,761 --> 00:28:35,782
You accept all that.
303
00:28:35,782 --> 00:28:41,046
And then once you do, you can share channels and then your attorneys can share.
304
00:28:41,314 --> 00:28:43,355
Um, content with them directly.
305
00:28:43,355 --> 00:28:57,441
If you use a tool like ours, you know, every time you upload a document into a extranet
site, let's say, and your clients are subscribed to that channel, they can get a
306
00:28:57,441 --> 00:29:00,333
notification in line with all their native teams notifications.
307
00:29:00,333 --> 00:29:03,375
It doesn't muddy up their email box with all of that.
308
00:29:03,375 --> 00:29:06,566
Are y'all thinking about heading that direction?
309
00:29:08,429 --> 00:29:09,990
We've talked about it.
310
00:29:09,990 --> 00:29:13,532
We are not pushing the conversation yet.
311
00:29:13,532 --> 00:29:29,980
Like, let's make sure we're good on the base uh capabilities and depending on like who the
client is and how much collaboration we're doing with them.
312
00:29:30,701 --> 00:29:32,862
I think we would explore that.
313
00:29:32,862 --> 00:29:38,030
It is not on my immediate to-do list.
314
00:29:38,030 --> 00:29:54,310
But I have to say, okay, so speaking of to do, was co-authoring or co-editing a document
with a colleague and in the comments, right, he assigned me a task, right?
315
00:29:54,310 --> 00:30:02,390
So it showed up in my task list in my to do and I was like, oh my God, I kind of love
that.
316
00:30:02,510 --> 00:30:04,070
I am.
317
00:30:04,415 --> 00:30:08,848
the type of person that would put something on a list to cross it off.
318
00:30:09,329 --> 00:30:09,870
Right.
319
00:30:09,870 --> 00:30:17,175
So, so to me getting that type of, of notification, not just somebody mentioned you.
320
00:30:17,716 --> 00:30:18,026
Right.
321
00:30:18,026 --> 00:30:19,978
But this is a task to do.
322
00:30:19,978 --> 00:30:23,741
And then he got the notification that I completed it.
323
00:30:24,322 --> 00:30:33,163
Like that's kind of, mean, I know it seems like, I don't say a weird thing, but absent
that.
324
00:30:33,163 --> 00:30:35,678
How many emails back and forth could that have been?
325
00:30:35,678 --> 00:30:38,560
100 % and it's so easy for things to get lost in email.
326
00:30:38,560 --> 00:30:45,205
You know, I mean the way I manage email, I don't know if it's ideal or not, but I keep
things unread that are still pending.
327
00:30:45,446 --> 00:30:51,971
And um when I need to follow up on things, I create a task with a date as a reminder.
328
00:30:51,971 --> 00:30:57,466
um But you know, that is a very cool capability.
329
00:30:57,466 --> 00:31:05,522
How about one thing I think is an interesting use case, but I don't know how lawyers are
going to feel about it is once you enable
330
00:31:05,522 --> 00:31:10,163
be to be sharing your clients can now ping you on teams.
331
00:31:11,044 --> 00:31:11,844
Right?
332
00:31:11,844 --> 00:31:14,074
That seems good and bad, right?
333
00:31:14,074 --> 00:31:17,225
Like, um, all right, you get a pop up.
334
00:31:17,285 --> 00:31:19,046
How quickly do you respond?
335
00:31:19,046 --> 00:31:25,918
You know, if you're a lawyer and are you going to get, are you going to get heat if you
don't respond in a timely manner?
336
00:31:25,918 --> 00:31:27,138
It could be disruptive.
337
00:31:27,138 --> 00:31:27,675
I don't know.
338
00:31:27,675 --> 00:31:33,662
Do you have any thoughts on whether or not this is going to be a feature lawyers want to
use with their clients?
339
00:31:33,662 --> 00:31:35,203
I remember this story.
340
00:31:35,203 --> 00:31:50,487
I mean, this is probably a decade at least old that a law, and I want to say it was like
an Australian law firm that they had through their website, their public facing website
341
00:31:50,487 --> 00:31:56,489
showed the presence indicator like on their attorney bio pages.
342
00:31:56,629 --> 00:31:57,569
And that was the thing.
343
00:31:57,569 --> 00:32:00,170
was like, do you really want?
344
00:32:01,365 --> 00:32:07,849
to show that somebody is available now because I will also say that
345
00:32:09,995 --> 00:32:14,263
And like as a business professional, kind of like live and die by my calendar.
346
00:32:14,263 --> 00:32:16,136
You're probably the same way.
347
00:32:16,136 --> 00:32:18,639
You just have so many meetings and whatnot.
348
00:32:20,919 --> 00:32:27,965
For many lawyers, mean, not to say that they're not over-meeting as well, they work on
things, right?
349
00:32:27,965 --> 00:32:33,120
They're like in blocks of time, right?
350
00:32:33,120 --> 00:32:38,545
Working on something, but they may not have it reflected on their calendar, right?
351
00:32:38,545 --> 00:32:39,385
And...
352
00:32:41,269 --> 00:32:49,673
I think it would be bad to interrupt that flow work just all the time.
353
00:32:49,673 --> 00:32:53,455
mean, it could happen in email, but they've got a deadline.
354
00:32:53,455 --> 00:32:55,216
They can turn off email.
355
00:32:55,876 --> 00:33:02,740
But that persistent teams pinging, I guess you could exit out of team.
356
00:33:02,740 --> 00:33:06,066
But that could be a challenge.
357
00:33:06,066 --> 00:33:10,999
Yeah, it's uh Teams is, uh email is much more asynchronous.
358
00:33:11,583 --> 00:33:14,609
Teams is more synchronous.
359
00:33:15,286 --> 00:33:20,509
The other thing too, if you start, and it goes back to your governance topic, right?
360
00:33:20,509 --> 00:33:31,476
If you're allowing a client, you know, in that way, you probably want to capture those
chats, right?
361
00:33:31,898 --> 00:33:36,531
Like internally, if we're just, I mean, it depends on your organization, but.
362
00:33:38,581 --> 00:33:47,027
depending on, like if you're just using chats, you may have a rule to say they expire in
30 days or something like that.
363
00:33:47,027 --> 00:33:55,892
And if you're allowing clients to have that same experience with you, you probably don't
want to expire them.
364
00:33:55,913 --> 00:33:57,004
Yeah, that's a good point.
365
00:33:57,004 --> 00:34:03,668
You know, I've, I've heard of much, much, much more aggressive retention policies, like
three days.
366
00:34:03,668 --> 00:34:08,271
The longest I've ever heard for a chat is seven days, retention.
367
00:34:08,271 --> 00:34:13,114
And the reason is they want people to post and channels related to matters.
368
00:34:13,114 --> 00:34:17,657
And you know, a chat is, you want to go grab coffee, right?
369
00:34:18,077 --> 00:34:25,554
not, Hey, so and so from such and such client wants to do X, Y, and Z with this matter.
370
00:34:25,554 --> 00:34:28,635
That needs to go in a channel.
371
00:34:29,376 --> 00:34:38,681
maybe it's 14 days, but I presented with a couple of firms at Iltta, I don't know if it
was last year the year before, and they discussed their retention policies, and one was
372
00:34:38,681 --> 00:34:40,942
three days because of that reason.
373
00:34:41,877 --> 00:34:43,261
It makes sense.
374
00:34:43,828 --> 00:34:44,648
Yeah.
375
00:34:45,388 --> 00:34:51,271
But you know, maybe, maybe lawyers are going to have to adjust how they work and block
time on their calendar.
376
00:34:51,271 --> 00:34:53,562
I know it's a crazy thing to think about, right?
377
00:34:53,562 --> 00:35:07,520
But you know, if you're Coca-Cola and you have, um you know, tens of millions of dollars
of legal fee, legal spend with a particular law firm, you're, you're gonna, you're gonna
378
00:35:07,520 --> 00:35:10,761
ask for, I'd like to, I'd like to ping you directly.
379
00:35:10,761 --> 00:35:12,442
And the lawyer is going to say,
380
00:35:12,454 --> 00:35:15,221
Yes, I would think.
381
00:35:16,488 --> 00:35:17,388
Right.
382
00:35:17,689 --> 00:35:18,629
Sorry.
383
00:35:19,069 --> 00:35:20,549
I have a back flip problem.
384
00:35:21,688 --> 00:35:36,016
Um, so in addition to the teams in the, in the more frictionless sharing of information
with clients, there's some other benefits that I want to get your thoughts on that, you
385
00:35:36,016 --> 00:35:42,830
know, I see it from a product perspective, but you know, with high Q that is a very ring
fenced isolated system.
386
00:35:42,830 --> 00:35:45,401
It's on an Island and you want to push data in and out.
387
00:35:45,401 --> 00:35:50,825
You're pushing it into I sheets, which is like an Excel doc, or
388
00:35:50,825 --> 00:35:51,721
a SharePoint list.
389
00:35:51,721 --> 00:35:53,201
SharePoint list right?
390
00:35:53,201 --> 00:35:54,722
Not a relational database.
391
00:35:54,722 --> 00:36:07,275
There are limitations to it, but not with with um with our solution we deploy in your
tenant so you can pull information from any and we already stand up our integration hub
392
00:36:07,275 --> 00:36:08,935
that allows you.
393
00:36:09,415 --> 00:36:17,957
Yeah, exactly, so you can pull information from your PMS, docketing, experience
management, LPM system, DMS, PMS.
394
00:36:18,578 --> 00:36:19,198
Anything.
395
00:36:19,198 --> 00:36:20,360
um
396
00:36:20,360 --> 00:36:21,411
Do you guys have plans?
397
00:36:21,411 --> 00:36:29,615
But historically, like all those capabilities are super cool, but most law firms use
really it's mostly files.
398
00:36:29,615 --> 00:36:34,618
Are you guys thinking you're going to do more now that it's easily accessible?
399
00:36:34,957 --> 00:36:44,153
So I mean, I think that the files piece is certainly the use case that is the strongest.
400
00:36:44,314 --> 00:36:46,157
I think there are.
401
00:36:48,009 --> 00:36:54,769
ways to better leverage, even if it's just the Microsoft list, right, capability.
402
00:36:54,769 --> 00:36:57,564
I think there is some
403
00:36:59,583 --> 00:37:04,557
to do some true, so we say, we call it collaboration, right?
404
00:37:04,557 --> 00:37:10,021
But a lot of times that just means I'm gonna upload some files so you have access to them.
405
00:37:10,021 --> 00:37:16,375
But I think you could have like the next level of collaboration which includes like
co-editing, right?
406
00:37:16,375 --> 00:37:19,333
Let's work on this document at the same time.
407
00:37:19,333 --> 00:37:25,552
I mean, imagine the savings you could have under the right scenario, right?
408
00:37:25,552 --> 00:37:27,605
Of I don't have to,
409
00:37:27,605 --> 00:37:34,584
I have my version, you have yours, and now we've got to exchange and redline and, oh,
right?
410
00:37:34,584 --> 00:37:38,619
I mean, that co-editing experience could just save so much time.
411
00:37:38,619 --> 00:37:40,741
uh
412
00:37:42,446 --> 00:37:47,529
And again, I think it depends on what is the relationship.
413
00:37:47,710 --> 00:37:51,732
If Coca-Cola, for example, I used to use big client, right?
414
00:37:52,373 --> 00:38:09,865
If a client like that said, we want to see our billing history or WIP or whatever, if the
business says that's appropriate, we now have an easier mechanism to do that.
415
00:38:11,017 --> 00:38:20,962
I think that in the high queue world, and this is just our instance of high queue, we
would likely run reports and upload them.
416
00:38:21,683 --> 00:38:34,309
As opposed to doing the data connector to an iSheet or to a SQL database or something like
that and presenting it in the site, it would just.
417
00:38:37,043 --> 00:38:45,017
likely be a more manual process, eh but I think that gets to be just a whole lot simpler.
418
00:38:45,017 --> 00:38:47,275
You're just removing so much friction.
419
00:38:47,752 --> 00:38:48,362
Yeah.
420
00:38:48,362 --> 00:38:52,884
And I mean, Haikyuu was designed to that way.
421
00:38:52,884 --> 00:39:08,871
it is a, it's an island and you know, back, you know, they started when the cloud was
still like scary and you know, you kind of, you kind of had to, people were, got
422
00:39:08,871 --> 00:39:12,572
uncomfortable if it was too easy to share.
423
00:39:12,572 --> 00:39:12,942
Right.
424
00:39:12,942 --> 00:39:16,764
I feel like we've, I feel like we've come a long way since then though.
425
00:39:16,764 --> 00:39:17,774
And now,
426
00:39:17,960 --> 00:39:20,814
people do understand that it's okay.
427
00:39:20,814 --> 00:39:22,650
The cloud's not going to hurt you.
428
00:39:24,621 --> 00:39:31,052
I mean, I think there was a movement, and maybe it's still in play, of being cloud first.
429
00:39:31,915 --> 00:39:32,841
Right?
430
00:39:32,841 --> 00:39:33,797
And.
431
00:39:36,885 --> 00:39:45,832
I mean, you mentioned earlier, there are still a lot of firms that are largely on-prem,
but those numbers have to be dwindling.
432
00:39:45,832 --> 00:39:48,133
um
433
00:39:49,940 --> 00:40:10,817
not that this is my responsibility or remit, but I much prefer being able to think about
how we deliver solutions than how do we keep like so many physical devices up and running
434
00:40:10,817 --> 00:40:18,533
and right and having to build you know infrastructure to support things to just be able to
jump to
435
00:40:18,997 --> 00:40:20,126
supporting things.
436
00:40:20,126 --> 00:40:21,426
Right.
437
00:40:21,926 --> 00:40:24,666
What about skill sets?
438
00:40:26,126 --> 00:40:39,986
you know, like it's, it seems so of the firms I know who have, made significant high Q
investments, many of them have teams who manage that, who have to really understand the
439
00:40:39,986 --> 00:40:41,026
platform.
440
00:40:41,346 --> 00:40:47,582
And, um, with M 365, if you understand M 365 and SharePoint and
441
00:40:47,582 --> 00:40:56,522
If you're a developer, they're fairly commodity skill sets, React JS, you have no little
SPFX, but you can build customizations.
442
00:40:56,702 --> 00:41:06,902
How much benefit are you going to get from just having more people who are easier to find,
I would think.
443
00:41:07,349 --> 00:41:13,705
say people that are easier to find and also organizations that are able to support you.
444
00:41:13,705 --> 00:41:17,238
Like from a consulting perspective, right?
445
00:41:17,238 --> 00:41:35,461
I the the high Q kind of ecosystem, I think, I mean, I can count on one hand, the
consultants that I would go to if I really needed something bespoke out of high Q.
446
00:41:36,797 --> 00:41:37,647
Yeah.
447
00:41:38,388 --> 00:41:39,528
It's on limp.
448
00:41:39,528 --> 00:41:40,568
Yeah.
449
00:41:41,309 --> 00:41:42,029
Right.
450
00:41:42,029 --> 00:41:42,489
Yeah.
451
00:41:42,489 --> 00:41:51,392
There's fewer of them and you know, that means that drives up costs that sometimes can, if
they're busy, make things take longer.
452
00:41:51,392 --> 00:42:00,556
Um, but yeah, it definitely gives you more choice when it's a, just more of a commodity
skillset.
453
00:42:00,556 --> 00:42:02,577
What about on the AI front?
454
00:42:02,577 --> 00:42:06,608
And I know we only have about three, four minutes here, but like,
455
00:42:06,610 --> 00:42:15,949
You and I have talked about potential use cases with AI in the extranet world, like chat
bots, like we deployed.
456
00:42:15,949 --> 00:42:19,202
think, I think I can talk about this one because we did a case study on it.
457
00:42:19,202 --> 00:42:20,142
So it's public.
458
00:42:20,142 --> 00:42:32,234
Um, we had a large IP firm who we built and, uh, we built a chat bot on top of Azure open
AI and it crawled and indexed all of their policy documents.
459
00:42:32,234 --> 00:42:33,114
So
460
00:42:33,198 --> 00:42:37,082
expense policy that was in a PDF somewhere in a SharePoint library.
461
00:42:37,082 --> 00:42:42,047
um PTO policy that was on a wiki somewhere.
462
00:42:42,047 --> 00:42:52,938
um It could be, you know, sexual harassment policy or, you know, um ethical gift limit
policies that's in all these different places.
463
00:42:52,938 --> 00:42:55,621
And we took Azure AI and crawled and indexed all that.
464
00:42:55,621 --> 00:42:57,360
We put a
465
00:42:57,360 --> 00:43:05,667
I'm sorry, Azure AI search to crawl an index and then Azure open AI and build a bot where
you can go in and ask any policy question in the Internet and man, they love it.
466
00:43:05,667 --> 00:43:09,101
It's like where do I go to submit a PTO request?
467
00:43:09,101 --> 00:43:15,516
Well, type it and you answer like are there any client facing scenarios like that that
makes sense?
468
00:43:16,285 --> 00:43:19,967
I mean, I think that there can be.
469
00:43:19,967 --> 00:43:36,216
mean, in the instant, in that example, I think there are uh firms, right, if they have
consistent advice, right, that they are giving people um that experience, I think it's
470
00:43:36,216 --> 00:43:38,037
huge, right?
471
00:43:39,874 --> 00:43:49,862
If you think about kind of like the evolution of like intranet or whatever, it was maybe
you would think about the menu structure and browsing, right, to find information.
472
00:43:49,862 --> 00:43:51,424
And then it was search.
473
00:43:51,424 --> 00:43:53,465
Now it's going to be chat.
474
00:43:54,846 --> 00:43:55,207
Right.
475
00:43:55,207 --> 00:44:00,991
And I think the same thing maybe could be true with extranets.
476
00:44:00,991 --> 00:44:08,457
I mean, the, the browsing is probably less of an issue because it's focused on a topic.
477
00:44:08,471 --> 00:44:18,926
But the interrogation piece, Like, you know, I think you the sky is the limit, right?
478
00:44:18,926 --> 00:44:25,418
Imagine having like a co-pilot agent against a document library.
479
00:44:27,041 --> 00:44:30,110
Right, just to be able to do that.
480
00:44:33,259 --> 00:44:48,425
you know, what did we say about X or, you know, what has been filed about something as
opposed to largely being restricted by file name metadata and folder structure.
481
00:44:48,688 --> 00:44:48,998
Yeah.
482
00:44:48,998 --> 00:44:56,273
And I hear a lot of people who are confused talk about, well, we've had natural language
search for years.
483
00:44:56,273 --> 00:44:56,523
okay.
484
00:44:56,523 --> 00:44:57,244
Yeah, you have.
485
00:44:57,244 --> 00:44:59,476
And what do you get back with natural language search?
486
00:44:59,476 --> 00:45:02,378
You get back a list of links, right?
487
00:45:02,378 --> 00:45:02,828
Yeah.
488
00:45:02,828 --> 00:45:13,366
And what's different here is this is going to be a perplexity like interface where within
documents you get back answers, not just links to the documents where you got to go find
489
00:45:13,366 --> 00:45:13,966
it.
490
00:45:14,103 --> 00:45:18,350
And it's semantic understanding, right?
491
00:45:18,350 --> 00:45:23,964
It's not, I mean, even with natural language search, it's just not that good.
492
00:45:23,964 --> 00:45:24,835
Yeah.
493
00:45:25,079 --> 00:45:25,380
Yeah.
494
00:45:25,380 --> 00:45:26,224
Enterprise search.
495
00:45:26,224 --> 00:45:28,813
And that's a whole, another topic.
496
00:45:29,569 --> 00:45:43,657
So Ted, before I know we're just have a minute or so left, but I do want to point out one
thing about the extra nets and in the Microsoft world, and that is site life cycle.
497
00:45:44,578 --> 00:45:48,020
And that's been a pain point.
498
00:45:48,100 --> 00:45:51,582
I think for a while, it's very easy to spin up sites.
499
00:45:51,582 --> 00:45:56,725
It's challenging to spin them down and that's a risk.
500
00:45:57,782 --> 00:45:58,102
Right?
501
00:45:58,102 --> 00:46:03,444
You want to remove people when they haven't been visiting.
502
00:46:04,024 --> 00:46:04,565
Right?
503
00:46:04,565 --> 00:46:11,267
And you want to archive sites as a matter of policy when they haven't been used.
504
00:46:11,687 --> 00:46:27,423
And that's a capability that comes kind of in the Microsoft realm that has been missing,
em at least from my vantage point in the high queue environment.
505
00:46:28,621 --> 00:46:39,209
uh Because I think it really is a risk and governance concern and being able to close that
gap is important.
506
00:46:39,378 --> 00:46:49,888
Yeah, well, you if you think about their licensing model, you know, does it make sense for
them to provide capabilities that would reduce your storage or site footprint?
507
00:46:49,888 --> 00:46:56,915
um You know, I don't seems like there's maybe incentive to not make that so easy.
508
00:46:56,915 --> 00:47:02,520
um But yeah, we have put a lot of effort into that.
509
00:47:02,520 --> 00:47:04,932
We because we deploy in your environment.
510
00:47:05,052 --> 00:47:07,174
You know, we have two licensing models today.
511
00:47:07,174 --> 00:47:08,273
This is probably going to change.
512
00:47:08,273 --> 00:47:13,548
It's still brand new, but we have, can license by sites or just like you guys did, just do
it enterprise wide.
513
00:47:13,548 --> 00:47:15,329
And then there are no limitations.
514
00:47:15,329 --> 00:47:27,438
You can, as much storage as Microsoft gives you, which is like, if you're on an E3 or E5,
I think it's like one, one terabyte per user or some, something crazy.
515
00:47:27,438 --> 00:47:31,681
Like it, there's a lot of storage out there and when you need to buy more, it's cheap.
516
00:47:31,681 --> 00:47:33,362
Um,
517
00:47:33,490 --> 00:47:37,133
But yeah, we've put a lot of effort into the provisioning and the governance piece of
this.
518
00:47:37,133 --> 00:47:41,255
Like you can hover over a document and get a preview when we log it.
519
00:47:41,696 --> 00:47:44,158
So it is extremely detailed.
520
00:47:44,158 --> 00:47:53,025
um we think, you know, that's one area where AI, we have some ideas about how to
incorporate AI asking analytics questions.
521
00:47:53,025 --> 00:47:59,922
Like, give me the top five sites that haven't been used in the last 30 days or the top
three users who
522
00:47:59,922 --> 00:48:04,563
have downloaded the most content or you can do some really neat stuff on the analytic
side.
523
00:48:05,344 --> 00:48:06,264
Yeah.
524
00:48:06,864 --> 00:48:07,324
Yeah.
525
00:48:07,324 --> 00:48:11,565
Um, and cause we log everything in Azure app insights.
526
00:48:11,606 --> 00:48:15,377
So it's really easy to query out, but it's manual.
527
00:48:15,377 --> 00:48:20,738
If you do it through the interface, crawl and index that stuff, throw a bot on top.
528
00:48:20,738 --> 00:48:22,809
You can ask some really neat questions.
529
00:48:23,729 --> 00:48:24,070
Yeah.
530
00:48:24,070 --> 00:48:25,800
All that stuff's coming down the pike.
531
00:48:25,800 --> 00:48:28,255
Well, this has been a great conversation as always.
532
00:48:28,255 --> 00:48:32,102
really appreciate you taking a few minutes.
533
00:48:32,102 --> 00:48:34,285
uh Are you active on LinkedIn?
534
00:48:35,008 --> 00:48:35,750
Yeah.
535
00:48:35,750 --> 00:48:38,524
So folks can find you at Katrina Dittmer.
536
00:48:39,488 --> 00:48:40,414
Indeed.
537
00:48:40,414 --> 00:48:43,616
And that's D-I-T-T-M-E-R on LinkedIn.
538
00:48:43,757 --> 00:48:46,569
And you show your face at events.
539
00:48:46,569 --> 00:48:49,761
I see you in places here and there, right?
540
00:48:49,761 --> 00:48:50,823
I will be at Ulta.
541
00:48:50,823 --> 00:48:53,469
think I'm speaking at a session at Ulta.
542
00:48:53,469 --> 00:48:57,207
So we'll connect then.
543
00:48:57,207 --> 00:48:59,053
Yeah.
544
00:48:59,053 --> 00:49:05,672
Well, thanks for uh spending some time and I'm sure I'll see you before Elta, but worst
case I'll see you then.
545
00:49:05,672 --> 00:49:07,944
All right.
546
00:49:07,944 --> 00:49:08,885
Thank you. -->
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