In this episode, Ted sits down with Winston Weinberg, CEO & Co-Founder at Harvey, to discuss the rapid evolution of legal AI and what it takes to build, scale, and sustain innovation in the legal industry. From founding Harvey after law school to navigating hypergrowth and deep law firm partnerships, Winston shares his expertise in legal technology, product strategy, and change management. With insights on memory, metadata, and culture, this conversation challenges how law firms think about technology adoption and long-term value creation.
In this episode, Winston shares insights on how to:
Scale a legal AI company while maintaining strong customer engagement
Build hiring strategies that support rapid growth and innovation
Use memory and metadata to improve legal workflows and decision-making
Navigate partnerships and transparency with law firms and clients
Manage cultural resistance and drive meaningful change in legal organizations
Key takeaways:
Legal AI adoption depends as much on change management as technology
Memory and metadata are critical to capturing legal reasoning and context
Measuring ROI in legal services remains difficult but essential
Investing in people, data hygiene, and partnerships is key to long-term success
About the guest, Winston Weinberg
Winston Weinberg is the CEO and Co-Founder of Harvey, a legal AI company transforming how lawyers work with technology. Before founding Harvey in 2022, he practiced as an associate at O’Melveny & Myers LLP, focusing on securities and antitrust litigation. Winston holds a B.A. from Kenyon College and a J.D. from the University of Southern California Gould School of Law.
“When you have the executive committees, the partners that are actually super bought into this, what they do is they let the innovation team have more resources and they let the tech team have more resources.”
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Winston.
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Hey, it's exciting to
have you on the show, man.
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Yeah, I know.
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We've been playing this for a while.
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I'm stoked to be on.
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Thanks for having me, man.
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I think it's been like two years.
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Yeah.
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Be because I remember we talked at
briefly at TLTF Summit in Miami,
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and that was over a year ago.
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Yeah, so I think it was like, yeah, I
think it's been maybe like a year and a
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half in the making or something like that.
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So.
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Long time, but um, I'm glad
it's finally happening.
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Yeah, me too.
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So, yeah, so I've, uh, I've wanted to
get you on the show for a while because
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obviously you guys are doing some
moving and shaking in the industry and
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really like doing some things that have
never really been done before in terms
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of growth and the investors that you
guys have have brought to the table.
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So.
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I know that the audience will
be really interested in kind of
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hearing the story around that.
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Um, but before we jump in, why don't you
just do a quick introduction, kind of who
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you are, what you do, where you do it.
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Yeah.
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Um, Winston Weinberg, uh,
co-founder and CEO at Harvey.
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Uh, we've been around for about
three and a half years now.
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I think it's like exactly
three and a half years.
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Um, 'cause we started in
the late July of 2022.
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Um, I, before this, uh, I
went to USC for law school.
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Uh, definitely a, a California kid.
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It's, I spend a lot of time,
I, I spend probably now.
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40% in SF and 60% elsewhere,
and a lot of time in New York.
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But I think in my heart,
I really like California.
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Uh, it's hard to leave.
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Um, and I was a, so I went to USC
for law school and then I was a
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practicing attorney for actually
not that long, just under a year.
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Um, but I, what I wanted to do, uh,
as like my legal career is I actually
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wanted to work at the US Attorney's
Office and then set up my own firm,
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and I was definitely motivated by, in.
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Especially Southern California.
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There's a lot of these really good firms
like Houston and Huntington is, is kind
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of an example where you have folks that
go and they work at the US Attorney's
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office for a while, they get tons of
trial experience and then they go and
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they start their own like boutique firm.
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Uh, that's that.
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Like, before I met my co-founder Gabe,
that was really what I wanted to do, so.
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Interesting.
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And so how did the, how
did the trajectory change?
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What changed it?
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Yeah, just a little bit
changed, uh, just a little bit.
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Um, so, uh, my, my co-founder Gabe, uh,
he is the, the AI side of the company.
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Um, and he was a, uh, Google Brain and
then met after that and we met in San
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Diego and just became like super close.
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Good friends.
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Um, I definitely had no plan of starting,
uh, an AI company or a company in general.
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I mean, I remember I was actually,
uh, giving a presentation, uh, this
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morning, uh, to some of our investors
and I didn't know what Sequoia was.
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Until like the night before we
presented to Sequoia, um, my
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co-founder Gabe was like, Hey, yeah,
like, these guys are really good.
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Um, and we'll go from there.
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So really like, not a background.
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I'm from, um, my dad is an ER doc
and my mom was a physical therapist,
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um, and didn't really have any.
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Tech connections or anything like that.
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But what happened was, um, Gabe
was at Meta at the time and he
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was actually trying to kind of
convince them to do more on LLMs.
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Uh, this is like early 2022.
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Uh, meta was not quite doing that.
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Yeah.
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I mean, they were still working on it,
but I don't think they were like triple
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down, double down or et cetera on it.
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Um.
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And so he basically, I
was like, what is an LLM?
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Um, and early 2022, or it might have been
late 2021, I don't remember actually.
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Um, we, their API basically
to GBD three was public.
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So they basically productionized it
into an API, um, and you could go and
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basically just like it, it had for
everyone that had mess around with it
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there like would remember this green box
would show up for all of your answers.
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This is the worst UI ever.
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Um, but it was this big like ugly
neon green box that would cover
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the text of like your answer.
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So you'd put an input and it wasn't
quite chat, but it was like they
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didn't do instruction fine tuning.
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So sometimes what it
would do is just like.
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Autocomplete, whatever you said.
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So you had to finish your sentence
or it would auto, uh, auto complete.
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So like, an example of this is
like, tell me what the pass through
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affirmative defense is and then if
you don't have a sentence like a
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punctuation mark at the end, it would
go, it antitrust cases of, or like
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would basically like finish it for you.
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So it was really rough.
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Is is the best way to describe this, um.
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But we started messing around with it and
I started messing around with it too on,
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uh, Reddit is actually how I did this.
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So I had a bunch of friends that
were landlord tenant attorneys,
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um, well, they were kind of, uh,
whatever comes into the door.
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Attorneys, they like basically
just started their own law firms
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in Southern California, in la and.
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We grabbed, we wanted to just
test how good these systems are.
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Right.
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Um, and you know, I think like one
thing that a lot of people don't
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realize, people that are listening to
this podcast will realize, but a lot of
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people in the world don't realize is.
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If you are like a securities litigator
at O'Melveny and Myers, you know
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nothing about landlord tenant law
in X, Y, Z jurisdiction, right?
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As everyone knows, when you go to like
a Thanksgiving party, people think
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that lawyers know every single, do,
every single part of legal domain.
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Um.
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And so we wanted to test out kind
of like how good these systems were.
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So we came up with a chain of
thought prompt based off of
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landlord tenant statutes basically.
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So we just said, Hey, if like this
part of the fact pattern happens,
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then route to this section of the
statute and compare it against that.
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If this other part happens, then
route it to something else, right?
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And we basically grabbed that and
we grabbed a hundred questions
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on our slash legal advice that
were related to landlord tenants.
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We just like tag them as landlord tenants.
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And then I got those three friends
and we just said, Hey, here's
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these, here's an output or a
question that someone asked, right?
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And then here's the answer to
that question, and that's it.
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We didn't say anything about ai, nothing.
00:06:05.240 --> 00:06:05.600
Right?
00:06:05.960 --> 00:06:10.100
Um, and we gave them that, and we just
said, thumbs up if you would send this to
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a client or the, the customer, whoever is
asking the question, uh, with zero edits.
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That's how we authorized it.
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And thumbs down if you wouldn't,
if you'd edit something and
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then tell me what you'd edit.
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And on a hun uh, we had a
hundred of those questions.
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And on 86, 3 of three attorneys set.
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Thumbs up.
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I just send it.
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That was it.
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Wow.
00:06:30.435 --> 00:06:30.765
Right.
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And we literally got the email,
uh, you know, opening eye
00:06:34.305 --> 00:06:35.445
wasn't a big deal at the time.
00:06:35.445 --> 00:06:37.035
This is like middle of 2022.
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And we found Sam Altman's email
and Jason Kwan, who's the general
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counsel there, um, it was funny,
Gabe was going to email just Sam.
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And I was like, no, no, no.
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We have to have a lawyer because
otherwise no one's gonna understand
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if the outputs are impressive or not.
00:06:52.215 --> 00:06:56.565
Um, and so we CC'd, uh, Jason
Kwan and we'd never met.
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Any of these people before, and we
just emailed them and I think the title
00:07:00.120 --> 00:07:05.250
of the email was like, um, like AI
Assistant Lawyer or something like that.
00:07:05.250 --> 00:07:07.080
It was, it was kind of a, a stupid email.
00:07:07.440 --> 00:07:10.200
Um, and they responded.
00:07:10.320 --> 00:07:14.580
Um, and we got on a call with Jason
Kwan and we kind of scoped out like
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what the company would look like.
00:07:16.080 --> 00:07:19.110
And he basically said, are you
guys trying to raise money?
00:07:19.110 --> 00:07:20.310
Like, do you wanna do this?
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Um, and we, you know, took a couple
days and figured out even like.
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Worked even more on
what it would look like.
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And we met with the, the rest
of the C-suite of OpenAI,
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uh, July 4th, I remember.
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'cause it was July 4th at like
11:00 AM and we met with the rest
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of 'em and we pitched them our
company and we went from there.
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Wow.
00:07:41.075 --> 00:07:45.455
And so they're, they were one of your
first investors, first investor, yeah.
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Yeah, yeah.
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Mm-hmm.
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They seed.
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Which is interesting because, um, I
think I've heard you say or write or
00:07:54.105 --> 00:08:02.025
someone from Harvey has mentioned that
it, how does, how does Harvey think about
00:08:02.355 --> 00:08:04.395
open AI from a competitive standpoint?
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Yeah, I mean, so it's interesting
where it's like our model usage
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is not like vast majority open
ai actually, like of, I'd say.
00:08:15.840 --> 00:08:21.150
It, it pro it still is close to the
majority, but Anthropic is really close.
00:08:21.240 --> 00:08:23.130
Um, it, it's almost a parody.
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I, I'd say they're day over
day, it's like close to parody.
00:08:26.580 --> 00:08:29.040
Um, and then Gemini is
probably a, a close third.
00:08:29.400 --> 00:08:34.560
Um, but I think of like all of
the companies as a competitor
00:08:34.560 --> 00:08:37.409
in the sense of, you know, I
think the wrapper conversations
00:08:37.409 --> 00:08:38.610
have calmed down a little bit.
00:08:38.615 --> 00:08:38.935
Mm-hmm.
00:08:40.079 --> 00:08:42.479
Once a, the new, a new
feature comes out, guess what?
00:08:42.479 --> 00:08:43.650
Conversation's gonna come back?
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The raff for conversations.
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Sure.
00:08:45.449 --> 00:08:45.810
Right.
00:08:45.810 --> 00:08:50.729
So the thing that I think maybe a
better way to think about this is, is
00:08:50.760 --> 00:08:55.290
every single company building in any
vertical, not just legal needs to think
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about the next model release or the
next feature that comes out from the big
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labs, could make you a wrapper again.
00:09:03.540 --> 00:09:06.210
Basically right then maybe
that's the way to think about it.
00:09:06.510 --> 00:09:09.990
You need to re-earn your
position as a non wrapper company
00:09:10.380 --> 00:09:12.120
every, maybe like three months.
00:09:12.300 --> 00:09:12.630
Right.
00:09:13.050 --> 00:09:14.520
And so I'm, I'm, I'm serious.
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Yeah.
00:09:14.670 --> 00:09:19.320
Um, and sometimes actually what
that requires doing is making
00:09:19.320 --> 00:09:20.940
like short-term sacrifices.
00:09:21.210 --> 00:09:25.350
So there's certain things that we've
done with our product architecture that
00:09:25.350 --> 00:09:28.560
has made it so it's like our system's
actually slower in some instances.
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Right.
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But the reason we did that is
because we knew that there was
00:09:31.950 --> 00:09:35.315
gonna be like a. Potential type
of security problem down the line.
00:09:35.495 --> 00:09:37.205
And we wanted to be able to sell to banks.
00:09:37.595 --> 00:09:40.685
And in order to do that, you had
to like do all this upfront stuff
00:09:40.685 --> 00:09:42.125
that took like six months to do.
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And that might have slowed down
like some of our UI or UX or like
00:09:45.875 --> 00:09:46.890
front end things that we built.
00:09:47.579 --> 00:09:52.170
You had to do that, and to me you kind
of just have to make those trade offs
00:09:52.170 --> 00:09:56.219
where, yeah, we have grown really, really
fast, but actually we could have been
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growing faster if we didn't think about,
Hey, what is the six month roadmap?
00:10:01.890 --> 00:10:04.349
What is the architecture we need
to build for a year from now?
00:10:04.829 --> 00:10:07.949
You know, what is the permissioning
and security that you need to put in
00:10:07.949 --> 00:10:09.780
for collaboration to work at scale?
00:10:09.959 --> 00:10:10.170
Right?
00:10:10.170 --> 00:10:11.790
All of these different things.
00:10:12.330 --> 00:10:16.200
I think that this is gonna become a huge
differentiator as these move to more
00:10:16.200 --> 00:10:20.070
like ag agentic frameworks, where the
permissions, the security, everything
00:10:20.070 --> 00:10:24.120
like that auditability is actually
gonna be really, really important.
00:10:24.420 --> 00:10:26.850
And I think a lot of legal AI
companies, including ourselves,
00:10:26.850 --> 00:10:31.620
have gotten away with doing some of
that stuff, but I think not enough.
00:10:31.650 --> 00:10:32.010
Right.
00:10:32.100 --> 00:10:34.740
Um, and that's where a lot of our
focus has been in the past like
00:10:34.740 --> 00:10:37.620
year, and it takes a little bit of
time for that to kind of show up.
00:10:38.130 --> 00:10:38.550
Yeah.
00:10:38.760 --> 00:10:42.030
So you guys have grown, I mean,
you talk about your growth rate.
00:10:42.540 --> 00:10:45.329
On LinkedIn, I think you have
close to a thousand employees,
00:10:45.329 --> 00:10:46.949
but I heard another number.
00:10:46.949 --> 00:10:47.010
No.
00:10:47.459 --> 00:10:48.944
Yeah, five less than 500, right?
00:10:48.944 --> 00:10:49.104
Less.
00:10:49.140 --> 00:10:50.369
Yeah, it's like five 50.
00:10:50.375 --> 00:10:50.584
Yeah.
00:10:50.589 --> 00:10:50.880
Yeah.
00:10:50.880 --> 00:10:53.099
I thought I saw, I may be mistaken.
00:10:53.189 --> 00:10:57.089
Um, sometimes, uh, weirdly on
LinkedIn, people's name whose
00:10:57.089 --> 00:10:58.800
Harvey gets added as an employee.
00:11:00.660 --> 00:11:01.530
That's interesting.
00:11:02.069 --> 00:11:05.910
Um, well it's, regardless of whether
it's 500, whether it's a thousand,
00:11:05.910 --> 00:11:08.250
it's abs, it's astronomical growth.
00:11:08.579 --> 00:11:09.900
So like.
00:11:11.265 --> 00:11:15.135
You have to have had to have made some
mistakes during that journey, right?
00:11:15.944 --> 00:11:16.125
Yeah.
00:11:16.125 --> 00:11:17.145
Just a few man.
00:11:17.145 --> 00:11:17.745
Just a few.
00:11:17.954 --> 00:11:21.854
Well, and you know, being a first
time founder and like, there's always
00:11:21.854 --> 00:11:25.635
learnings, even as a multi-time
founder, you're, you're, you're gonna.
00:11:25.890 --> 00:11:27.330
Bump your head along the way.
00:11:27.960 --> 00:11:33.065
Um, so yeah, you have 956 associated
members on LinkedIn, so Yeah, we, we have
00:11:33.385 --> 00:11:35.190
Interesting, we have 550 employees, so.
00:11:35.190 --> 00:11:35.550
Gotcha.
00:11:36.030 --> 00:11:39.690
Um, so yeah, so what are, what are some
of those learnings and, and what sort
00:11:39.690 --> 00:11:42.690
of mistakes and what would you have done
differently if you could go back in time?
00:11:43.320 --> 00:11:44.850
Yeah, I mean, there's a lot.
00:11:44.970 --> 00:11:49.560
Um, I think maybe I'll, I'll go from
like internal and then external.
00:11:49.560 --> 00:11:52.950
So from the internal side,
like one of the main things is.
00:11:53.880 --> 00:11:57.420
I think that you have to think
about hiring in like different
00:11:57.420 --> 00:12:01.620
increments, so you have to, because
we kind of like double revenue every
00:12:01.620 --> 00:12:04.980
six months usually, and we're just
like doubling scale pretty fast.
00:12:05.370 --> 00:12:09.270
You have to think, hire as hiring
is like can this person scale up?
00:12:09.715 --> 00:12:15.085
Right, and that might mean hiring
people that don't have the like
00:12:15.085 --> 00:12:20.065
traditional background of they've seen
and done this multiple times, right?
00:12:20.395 --> 00:12:23.845
Because sometimes those folks,
like when they join, they need
00:12:23.845 --> 00:12:26.570
to hire all of these people with
them in order to be able to do it.
00:12:26.970 --> 00:12:27.420
Right.
00:12:27.630 --> 00:12:29.730
And so I really try to look at slope.
00:12:29.940 --> 00:12:32.910
Like when I'm looking at hiring
someone, I look at slope and I think
00:12:32.910 --> 00:12:36.330
in the first couple of years I did a
little bit too much of like, ah, this
00:12:36.330 --> 00:12:38.280
person has seen this and done that.
00:12:38.280 --> 00:12:39.840
And like, that's gonna be a good fit.
00:12:40.200 --> 00:12:42.150
And a lot of times that isn't.
00:12:42.600 --> 00:12:47.340
Um, I think the other thing on hiring the,
I think we've done a good job of, but I've
00:12:47.340 --> 00:12:51.450
made a lot of mistakes along the way, is
you wanna hire from the legal industry.
00:12:51.660 --> 00:12:54.930
You also wanna hire people from
super high growth startups, right?
00:12:55.199 --> 00:12:59.130
Like to what you just said, the legal,
like the legal tech industry hasn't
00:12:59.130 --> 00:13:00.480
quite seen this level of growth.
00:13:00.480 --> 00:13:03.630
Not just from us, but from other companies
too, and our competitors, et cetera.
00:13:04.020 --> 00:13:07.980
And so sometimes hiring just from the
legal tech community, you're actually
00:13:07.980 --> 00:13:10.740
gonna have people that haven't actually
dealt with that level of growth.
00:13:10.980 --> 00:13:11.069
Yeah.
00:13:11.069 --> 00:13:14.280
So you, but if you hire, if you don't
hire from the legal tech community,
00:13:14.280 --> 00:13:16.170
you have zero domain knowledge, zero.
00:13:16.170 --> 00:13:16.260
Mm-hmm.
00:13:16.589 --> 00:13:19.230
And it will have huge, massive impacts on.
00:13:19.755 --> 00:13:23.415
How the product gets developed, who
you're listening to and things like that.
00:13:23.714 --> 00:13:26.594
So I think like mistakes I've
made along the way are just
00:13:27.015 --> 00:13:29.115
tweaking those different things.
00:13:29.265 --> 00:13:32.925
Like there have been time periods where
I didn't hire enough domain experts
00:13:33.104 --> 00:13:34.724
and we made wrong product choices.
00:13:35.084 --> 00:13:37.545
There are times when I hired
too many domain experts and
00:13:37.545 --> 00:13:38.594
we didn't have enough scale.
00:13:38.895 --> 00:13:39.255
Right.
00:13:39.495 --> 00:13:40.694
Um, and so.
00:13:40.915 --> 00:13:41.215
You.
00:13:41.215 --> 00:13:45.055
You just kind of need to combine
those and do a good job of it.
00:13:45.444 --> 00:13:50.545
And I think the other thing too that I
really en enjoy doing is how do you teach
00:13:50.545 --> 00:13:52.555
domain experts how to do the scale, right?
00:13:52.555 --> 00:13:55.855
Like we have so many lawyers on
our team and a lot of lawyers
00:13:55.855 --> 00:13:56.845
have turned into just PMs.
00:13:57.295 --> 00:14:00.235
Like they're just now a software
PM at Harvey with a lawyer
00:14:00.265 --> 00:14:01.405
with a legal background, right?
00:14:01.555 --> 00:14:02.574
That happens all the time.
00:14:02.875 --> 00:14:04.255
And I'm looking more at like.
00:14:04.670 --> 00:14:08.390
How do you create a pathway that this
is like an alternative career for
00:14:08.390 --> 00:14:12.290
lawyers, where you jump into our company
and we figure out like, which part of
00:14:12.290 --> 00:14:14.390
the company are you gonna like go to?
00:14:14.810 --> 00:14:17.180
And it's more than just being a lawyer.
00:14:17.180 --> 00:14:20.120
It's like a combination of a
lawyer, the legal domain plus
00:14:20.120 --> 00:14:21.530
like the expertise in that.
00:14:22.314 --> 00:14:22.645
Right.
00:14:23.125 --> 00:14:25.615
So I think on the internal side,
a lot of the mistakes I've made
00:14:25.615 --> 00:14:29.275
is just like figuring out which
knob to turn in terms of hiring.
00:14:29.425 --> 00:14:29.725
Right.
00:14:30.235 --> 00:14:35.305
Um, and then I think on the external
side, like on the customer side, like
00:14:35.694 --> 00:14:39.145
one of the things that we definitely,
I, I kind of regret, but I'm not totally
00:14:39.145 --> 00:14:41.875
sure what the alternative would've been,
is that wait list in the beginning.
00:14:42.175 --> 00:14:42.235
Yeah.
00:14:42.295 --> 00:14:44.875
Um, you know, like I'll,
I'll confront it straight up.
00:14:44.875 --> 00:14:47.755
Like one thing, and I've said
this a couple times, but.
00:14:48.330 --> 00:14:52.830
When we signed a and o Sherman,
we had four people on our team.
00:14:53.280 --> 00:14:53.490
Wow.
00:14:53.490 --> 00:14:54.660
Like literally four people.
00:14:54.660 --> 00:14:59.070
So we did a 4,000 person
rollout with four people.
00:14:59.730 --> 00:15:02.490
Um, and what happened in this
process is I reached out to
00:15:02.490 --> 00:15:03.630
basically every single firm.
00:15:04.260 --> 00:15:05.010
They all ignored me.
00:15:05.550 --> 00:15:09.540
And then basically, um, and then a
and o Sherman was super interested
00:15:09.540 --> 00:15:13.560
and they did a pilot, and then the
press about a and o Sherman came out.
00:15:14.235 --> 00:15:19.185
And all of a sudden a lot of people
reach back out and we kind of had to
00:15:19.425 --> 00:15:23.145
put like a wait list in place 'cause we
were four people and we couldn't, we, we
00:15:23.145 --> 00:15:25.395
physically could not onboard more folks.
00:15:25.455 --> 00:15:25.785
Right.
00:15:26.595 --> 00:15:29.355
I think I could have handled that
better though by like explaining
00:15:29.355 --> 00:15:32.775
that that's why the wait list is
there and building more in public.
00:15:32.925 --> 00:15:33.255
Right.
00:15:33.615 --> 00:15:36.465
Um, and we're trying to do
that with like memory, right.
00:15:36.525 --> 00:15:39.135
Where what we're trying to
do is, we've built a lot of
00:15:39.135 --> 00:15:41.175
memory, but we were trying to.
00:15:41.430 --> 00:15:46.079
Do like the next step of memory by
building it with the industry and
00:15:46.079 --> 00:15:49.620
inviting them to kind of help us,
like, here's the different security
00:15:49.620 --> 00:15:50.910
configurations that we'd want.
00:15:50.910 --> 00:15:53.160
Here's the different, how it
interacts with retention windows.
00:15:53.610 --> 00:15:56.640
I think an interesting piece of
like memory is the memory between
00:15:56.850 --> 00:15:59.850
a law firm and their, you know,
their client, their in-house team.
00:15:59.850 --> 00:16:00.990
How do you navigate that?
00:16:01.470 --> 00:16:06.270
So I'm trying to at least take those
learnings, um, and put them into like
00:16:06.300 --> 00:16:07.860
our product development in the future.
00:16:08.564 --> 00:16:08.834
Yeah.
00:16:08.834 --> 00:16:13.875
So that was a big announcement
recently is the, uh, memory capability.
00:16:14.744 --> 00:16:18.194
Um, the, the frontier models
have had that for a while.
00:16:18.464 --> 00:16:18.555
Yeah.
00:16:18.555 --> 00:16:20.775
But you, you guys are
just now implementing it.
00:16:21.224 --> 00:16:26.594
And tell me a little bit about, like, I,
because memory is a, a tricky subject.
00:16:26.594 --> 00:16:34.635
The context windows of LLMs is very
finite and it can lose track like I was.
00:16:35.265 --> 00:16:39.495
I'm a big Ethan Molik fan,
and he was talking through his
00:16:39.495 --> 00:16:41.745
approach to vibe coding on Claude.
00:16:42.225 --> 00:16:42.375
Yep.
00:16:42.435 --> 00:16:47.985
And what, Claude has some, um, some
strategies to manage that context window
00:16:47.985 --> 00:16:53.265
where basically it will write code,
compile it, get to a certain checkpoint,
00:16:53.265 --> 00:16:59.295
and then essentially summarize in
notes to manage the memory better.
00:16:59.295 --> 00:17:01.455
So like, um.
00:17:02.085 --> 00:17:05.625
First of all, I guess maybe
just give us a, a broad overview
00:17:05.625 --> 00:17:08.775
of, of the capabilities that
you guys have built Yeah.
00:17:08.775 --> 00:17:12.285
And what it means to how, how
your clients use your platform.
00:17:12.645 --> 00:17:12.944
Yeah.
00:17:12.944 --> 00:17:17.895
So I would think of memory maybe at like
an even higher level of like four tiers.
00:17:18.224 --> 00:17:23.264
It would be personal memory, and then it
would be matter memory, and then it would
00:17:23.264 --> 00:17:28.095
be client memory and then institutional
memory, which is the entire firm.
00:17:28.514 --> 00:17:29.710
That's like basically how I look at it.
00:17:30.510 --> 00:17:31.140
Interesting.
00:17:31.140 --> 00:17:35.400
And again, I would imagine that,
I mean, memory is, is finite.
00:17:35.400 --> 00:17:38.850
So how, how do you prioritize those?
00:17:38.850 --> 00:17:40.650
Because you can't remember everything.
00:17:40.740 --> 00:17:40.830
Yep.
00:17:40.830 --> 00:17:43.320
So what, how, how, how do
you guys think about that?
00:17:43.680 --> 00:17:47.610
Yeah, so the two, the two in order of
like the ones that we're working on
00:17:47.670 --> 00:17:52.380
first is basically personal lawyer memory
and then, uh, client matter memory.
00:17:52.650 --> 00:17:54.870
And you can think of client
matter memory actually as like
00:17:54.960 --> 00:17:56.730
very connected to shared spaces.
00:17:57.615 --> 00:18:02.235
So you can think of how do you basically
capture all of the memory of all the
00:18:02.235 --> 00:18:06.645
work that is being done by all of the
lawyers that are in a shared space, right?
00:18:06.825 --> 00:18:10.245
And those lawyers can be on the
law firm side, but they can also
00:18:10.245 --> 00:18:11.960
be on the in-house client side too.
00:18:12.595 --> 00:18:12.925
Right.
00:18:13.314 --> 00:18:16.165
Um, personal memory, the way
that we're doing it is we're just
00:18:16.165 --> 00:18:17.544
gonna match the retention window.
00:18:17.875 --> 00:18:18.205
Right.
00:18:18.475 --> 00:18:23.814
Um, and there's a, the one like major
breakthrough that we are working on,
00:18:24.115 --> 00:18:27.445
uh, that I don't think the big labs are
going to solve first just because it's
00:18:27.445 --> 00:18:33.415
not as necessary for them, is how do you
basically take documents and you make them
00:18:33.564 --> 00:18:37.225
like the metadata from those documents,
an artifact that is in the memory.
00:18:37.585 --> 00:18:38.245
Does that make sense?
00:18:38.425 --> 00:18:38.545
Yeah.
00:18:38.545 --> 00:18:43.195
Like the, and the reason why this isn't
happening yet is if you think about
00:18:43.195 --> 00:18:48.445
most of the usage from, from Claude and
from especially OpenAI and Chat, GBT
00:18:48.925 --> 00:18:52.885
document uploads is just like not a large
part of what people are using that for.
00:18:53.005 --> 00:18:53.335
Right?
00:18:53.605 --> 00:18:54.865
Whereas in legal.
00:18:55.245 --> 00:18:59.835
Document uploads is basically everything,
like almost all of your work is just based
00:18:59.835 --> 00:19:01.635
off of documents that are uploaded, right?
00:19:01.965 --> 00:19:05.504
Or, or a bunch of documents that you're
referencing and doing retrieval over.
00:19:05.835 --> 00:19:08.565
And so one thing that I think
is really interesting about
00:19:08.565 --> 00:19:10.455
the personal memory side is.
00:19:11.015 --> 00:19:15.275
Can you take these documents, take all
the metadata out of them, and then store
00:19:15.275 --> 00:19:16.805
them into some sort of vector database?
00:19:16.805 --> 00:19:17.045
Right.
00:19:17.045 --> 00:19:21.605
And, and the way that you could do this is
you could do it on a weekly rolling basis.
00:19:21.905 --> 00:19:25.325
So in other words, you take everything
that someone has uploaded and all of
00:19:25.325 --> 00:19:29.735
the work that they've done, and then you
decide at the end of the week what part
00:19:29.765 --> 00:19:35.375
of that, what decision traces from that
piece, what artifacts and decision traces,
00:19:35.765 --> 00:19:37.835
artifacts would be like the documents.
00:19:38.125 --> 00:19:41.455
Decision traces would be how you
interacted with those documents
00:19:41.784 --> 00:19:44.995
and how do you put those into
a piece of personal memory.
00:19:45.235 --> 00:19:45.565
Right.
00:19:45.895 --> 00:19:49.735
And OpenAI and Anthropic haven't built
this yet and they're, they're obviously
00:19:49.735 --> 00:19:53.155
probably gonna work on it eventually,
but I think that document-based memory
00:19:53.155 --> 00:19:55.045
becomes really, really interesting.
00:19:55.315 --> 00:19:57.004
And I don't think this
will work without it.
00:19:57.870 --> 00:19:58.230
I see.
00:19:58.230 --> 00:20:05.370
And then, uh, I, when, when memory first
came out, I, I dove into it in in chat pt.
00:20:05.370 --> 00:20:09.330
And one thing that, I don't know if
this is still the case, but you used
00:20:09.330 --> 00:20:12.750
to be able to go into preferences and
you could actually see the facts that
00:20:12.750 --> 00:20:14.879
chat GPT was remembering about you.
00:20:15.090 --> 00:20:17.580
And a lot of them were like,
way off base, were wrong.
00:20:18.000 --> 00:20:18.300
Yeah.
00:20:18.300 --> 00:20:19.020
They were wrong.
00:20:19.020 --> 00:20:21.480
And it gave you the ability
to go in and delete 'em.
00:20:21.870 --> 00:20:21.990
Yep.
00:20:21.990 --> 00:20:26.669
So is there, um, is there any
sort of like QA around memory.
00:20:26.980 --> 00:20:28.330
That's exactly what we're gonna do.
00:20:28.390 --> 00:20:28.660
Right.
00:20:28.665 --> 00:20:28.700
Okay.
00:20:28.705 --> 00:20:30.610
And that's how that, that
weekly thing could work.
00:20:30.610 --> 00:20:30.940
Right?
00:20:30.940 --> 00:20:33.700
So you built, what you could
do is basically you turn
00:20:33.700 --> 00:20:35.080
it on for a week, right?
00:20:35.140 --> 00:20:37.445
And then at the end of the week
you have basically your like.
00:20:38.340 --> 00:20:41.639
Map, like your memory map is
maybe what I would think of it as.
00:20:41.820 --> 00:20:44.430
And you have artifacts over
here with like all the metadata
00:20:44.790 --> 00:20:45.870
associated with the artifacts.
00:20:45.870 --> 00:20:47.400
That would be like work product, right?
00:20:47.820 --> 00:20:51.090
And then you have your decision
traces is what I like to call them.
00:20:51.330 --> 00:20:54.360
But it's basically like how you
interacted with that work product.
00:20:54.480 --> 00:20:54.810
Right?
00:20:55.080 --> 00:20:58.379
So the example of this would be, or
the simplest example of this would be
00:20:58.800 --> 00:21:03.840
if you're redlining a document, there
is no, all there is is basically the
00:21:03.840 --> 00:21:06.240
data on the change, like track changes.
00:21:06.460 --> 00:21:09.760
There's nothing that is
capturing why you made that edit.
00:21:10.990 --> 00:21:14.080
I think that's actually a super
like very important distinction.
00:21:14.290 --> 00:21:14.770
Yeah, right.
00:21:15.010 --> 00:21:19.330
Like capturing just the red lines
and just the edit isn't a decision.
00:21:19.690 --> 00:21:23.290
That's not why you made that edit
and it's gonna be harder to improve.
00:21:23.590 --> 00:21:27.250
The best way to think about this is if
you're working with somebody else, right?
00:21:27.700 --> 00:21:30.879
And all you do is redline
without comments in the bubble.
00:21:31.090 --> 00:21:31.524
How much do you learn?
00:21:32.835 --> 00:21:33.735
Way less.
00:21:33.885 --> 00:21:34.215
Right?
00:21:34.455 --> 00:21:38.985
Like those comment bubbles is actually
why I learned if all I did was like I
00:21:38.985 --> 00:21:43.635
gave to, you know, a senior, a partner or
someone else, hey, like, here's my doc.
00:21:43.635 --> 00:21:48.495
And they sent me back red lines and there
was no discussion in those red lines.
00:21:48.825 --> 00:21:51.495
That's basically the data sets
that we have available today.
00:21:51.945 --> 00:21:52.275
Right.
00:21:52.605 --> 00:21:55.365
And what you, the data set that
you want, and this is a simple
00:21:55.365 --> 00:21:57.915
version, but it's this at scale is.
00:21:58.274 --> 00:22:02.895
I made this red line, I approve this,
or I use X, Y, Z and here's why.
00:22:03.105 --> 00:22:04.004
Here's why I approved it.
00:22:04.215 --> 00:22:05.475
Here's why I said no to this.
00:22:05.564 --> 00:22:07.034
Here's why I use the backup clause.
00:22:07.064 --> 00:22:07.274
Right?
00:22:07.274 --> 00:22:08.745
Like things like that fallback clause.
00:22:09.135 --> 00:22:13.215
Um, and so I think that if we can
get that right for personal, we
00:22:13.215 --> 00:22:14.865
can start scaling that, right?
00:22:15.135 --> 00:22:18.195
And for, for the other layers of it.
00:22:18.254 --> 00:22:18.645
Right?
00:22:18.885 --> 00:22:21.735
I think you're gonna have to start
doing more and more, kind of like
00:22:21.735 --> 00:22:24.014
you're gonna have to change retention
windows and things like that.
00:22:24.014 --> 00:22:24.254
Right.
00:22:25.064 --> 00:22:27.135
There is going to be some
trade off here, right?
00:22:27.135 --> 00:22:31.784
Like if you have 30 day retention, you
cannot have decision traces and everything
00:22:31.784 --> 00:22:33.764
like that on memory for six years ago.
00:22:33.824 --> 00:22:34.935
Like it's, you can't do that.
00:22:34.965 --> 00:22:35.294
Right?
00:22:35.594 --> 00:22:38.084
Um, and so we're gonna have to
make some trade offs and people can
00:22:38.084 --> 00:22:41.175
just choose and you might be able
to turn it on for certain matters.
00:22:41.445 --> 00:22:43.695
Just say, Hey, in an engagement
letter you can turn on this.
00:22:43.695 --> 00:22:44.445
Or you, you can't.
00:22:45.495 --> 00:22:46.064
Interesting.
00:22:46.064 --> 00:22:46.334
Yeah.
00:22:46.334 --> 00:22:48.824
If you think about the red
lines as data, the comments are
00:22:48.824 --> 00:22:50.235
really kind of the metadata.
00:22:50.745 --> 00:22:50.925
Correct.
00:22:50.955 --> 00:22:54.014
And, and that's, that is,
that is knowledge that.
00:22:54.705 --> 00:22:58.695
Valuable knowledge, arguably more
important than the data itself because
00:22:58.695 --> 00:23:03.465
it, it's, it's the logic behind, you
know, the action that took place.
00:23:03.465 --> 00:23:04.785
I think it's much more valuable.
00:23:04.815 --> 00:23:05.175
Yeah.
00:23:05.475 --> 00:23:08.805
Um, it's much, much more valuable
for improving the systems.
00:23:09.015 --> 00:23:11.745
I mean, it's the same for improving
the work of a lawyer, right?
00:23:11.805 --> 00:23:13.365
Like that's the feedback that's valuable.
00:23:13.605 --> 00:23:14.355
Exactly.
00:23:14.805 --> 00:23:15.135
Yeah.
00:23:15.135 --> 00:23:19.305
So, um, let's talk a little bit about
like your partnership strategy and Yeah.
00:23:19.935 --> 00:23:20.220
You know, we've.
00:23:21.165 --> 00:23:25.785
We've talked to you guys, you, when you
guys have shared spaces, Lara has portal,
00:23:25.785 --> 00:23:32.415
these are kind of client facing workspaces
where, um, that are practice of law
00:23:32.415 --> 00:23:34.395
focused for the most part, it sounds like.
00:23:34.395 --> 00:23:34.485
Yep.
00:23:35.115 --> 00:23:41.535
And, um, we're actually excited
about the prospect of this is like
00:23:41.535 --> 00:23:45.135
the interaction, the tech that is.
00:23:45.524 --> 00:23:51.645
Sits between the client and the law firm
has been neglected so badly for so long,
00:23:51.649 --> 00:23:55.365
very long time for a very long time,
and that's due to a couple of factors.
00:23:55.365 --> 00:23:59.534
One is I think there's just been,
you know, on the legal extranet
00:23:59.534 --> 00:24:02.475
side, there's been one player in
that space that's largely gone
00:24:02.475 --> 00:24:05.355
unchallenged in the last 10, 15 years.
00:24:05.774 --> 00:24:12.375
And then also there's another dynamic,
which is law firms share as little.
00:24:12.780 --> 00:24:15.030
Information as necessary.
00:24:15.390 --> 00:24:15.720
Right.
00:24:15.720 --> 00:24:18.660
It's kind of on an as
a need to know basis.
00:24:18.660 --> 00:24:22.680
Yeah, and you know, that's a lo very
much a lawyer mindset and main makes
00:24:22.680 --> 00:24:26.760
a lot of sense when you're, when
you're, when that thinking happens
00:24:26.760 --> 00:24:28.230
in the context of a legal matter.
00:24:28.560 --> 00:24:32.580
Any extraneous information that I may
share with you could end up being li a
00:24:32.580 --> 00:24:38.400
liability and used against me, but in
managing a relationship that paradigm.
00:24:38.834 --> 00:24:45.375
Is counterproductive because you want your
partners, uh, your clients to feel like
00:24:45.375 --> 00:24:49.665
it's a partnership and you want to create
transparency around the relationship.
00:24:49.995 --> 00:24:52.304
Like you know how much
they're spending with you.
00:24:52.544 --> 00:24:54.885
I've literally had conversations with.
00:24:55.545 --> 00:24:57.465
Folks on the law firm side,
and they're like, yeah, we
00:24:57.465 --> 00:24:58.545
don't wanna share financials.
00:24:58.875 --> 00:25:02.025
And I was like, well, you, you
know, they have that, the data,
00:25:02.085 --> 00:25:02.955
this is a bill eventually.
00:25:02.955 --> 00:25:03.105
Right?
00:25:03.915 --> 00:25:05.775
They know how much
they're spending with you.
00:25:05.775 --> 00:25:10.305
You not telling them isn't
going to, um, impair their
00:25:10.305 --> 00:25:11.655
ability to answer that question.
00:25:11.895 --> 00:25:14.895
But I think this is just, you know,
again, the kind of the lawyer mindset.
00:25:14.895 --> 00:25:15.195
So.
00:25:15.580 --> 00:25:19.689
We are really excited about you guys
and Leg coming in and putting some
00:25:19.810 --> 00:25:25.270
investment in that space between law
firm and client that like interop layer.
00:25:25.959 --> 00:25:26.470
Um.
00:25:27.135 --> 00:25:31.245
Like, tell me more broadly, like
strategy wise, like how are you guys
00:25:31.245 --> 00:25:36.525
thinking about partnering with other
vendors in the legal tech, tech space?
00:25:36.825 --> 00:25:39.255
What's your, uh, what is
your thinking on that?
00:25:39.765 --> 00:25:41.205
Yeah, so, so two things.
00:25:41.205 --> 00:25:44.115
One, to your other point of like
sharing information, I think
00:25:44.115 --> 00:25:48.405
there's a huge difference between
giving firms the option to share
00:25:48.405 --> 00:25:50.325
information and protecting ip, right?
00:25:50.415 --> 00:25:50.505
Mm-hmm.
00:25:50.745 --> 00:25:52.245
So like one thing like.
00:25:52.709 --> 00:25:55.530
I do think like a lot of firms are
gonna want to build a bunch of these
00:25:55.530 --> 00:25:57.659
systems and all of that IP is theirs.
00:25:57.840 --> 00:26:01.350
And if they don't wanna share that IP with
the client, that's fine, because actually
00:26:01.350 --> 00:26:04.919
like that's their know-how and it's, or
it's market data or things like that.
00:26:04.919 --> 00:26:06.480
And so that's completely up to them.
00:26:07.410 --> 00:26:11.070
And then you just allow for all the
options on the other side, right?
00:26:11.070 --> 00:26:15.600
So protect IP at all costs, but then allow
them to share the things that they want.
00:26:15.900 --> 00:26:20.010
So like in, in our platform, if
you wanna share a workflow, you
00:26:20.010 --> 00:26:23.250
can show how the workflow is built,
or you can completely hide it.
00:26:23.475 --> 00:26:25.395
And not show any of the
prompts and that's it.
00:26:25.425 --> 00:26:25.815
Right.
00:26:25.935 --> 00:26:29.505
And I think like you just want both of
those options to protect the law firms,
00:26:29.745 --> 00:26:33.225
you know, special sauce, et cetera,
and to make it so that if they do wanna
00:26:33.225 --> 00:26:34.905
share it in some instances they can.
00:26:34.905 --> 00:26:35.205
Right.
00:26:35.655 --> 00:26:39.795
Um, then to your partnership point, like
I think it's been pretty obvious last year
00:26:39.795 --> 00:26:44.235
that we have been taking like it insanely,
we will partner with everyone, um, route
00:26:44.235 --> 00:26:45.855
and, and that's how I feel about it.
00:26:45.975 --> 00:26:48.225
Um, I think the reality is like.
00:26:48.540 --> 00:26:51.210
The domain knowledge you
need to build a really good
00:26:51.210 --> 00:26:54.000
product in this field is crazy.
00:26:54.240 --> 00:26:58.379
Like you need so much domain knowledge
and it takes a really long time to build
00:26:58.379 --> 00:26:59.970
these things right and build them right.
00:27:00.360 --> 00:27:00.600
Right.
00:27:00.600 --> 00:27:03.840
And Gen AI sure speeds up like
how fast you can build stuff, but
00:27:03.840 --> 00:27:08.070
it still takes a lot of domain
expertise and a lot of these companies
00:27:08.070 --> 00:27:10.050
have built up trust over decades.
00:27:10.949 --> 00:27:13.709
Like not just years,
multiple, multiple decades.
00:27:14.189 --> 00:27:18.899
And so to me, I've always thought of it
as we just wanna partner with everyone
00:27:18.899 --> 00:27:20.490
that is willing to partner with us, right?
00:27:20.490 --> 00:27:24.240
I mean, as long as there aren't like
crazy terms, um, but we'll partner with
00:27:24.449 --> 00:27:27.149
everyone in the ecosystem that we can.
00:27:27.179 --> 00:27:31.110
Um, and the way that we've been doing
this so far is completely customer driven.
00:27:31.229 --> 00:27:32.129
It's just user driven.
00:27:33.360 --> 00:27:36.929
A bunch of users will say, Hey, like the
way that I'm doing this right now is I'm
00:27:37.260 --> 00:27:41.159
pulling a bunch of stuff out of here and
then I'm grabbing that and I'm comparing
00:27:41.159 --> 00:27:45.000
it to this, and then I'm putting it into
Harvey and it's like I have 17 tabs open.
00:27:45.450 --> 00:27:45.840
Right?
00:27:46.590 --> 00:27:49.320
And so the way that it
always goes is from there.
00:27:49.320 --> 00:27:52.200
And then we go and we reach
out jointly to the, to the
00:27:52.200 --> 00:27:53.520
folks and we partner with them.
00:27:53.520 --> 00:27:58.530
So my point is, we are not trying to
rebuild the entire legal tech stack.
00:27:59.730 --> 00:28:01.080
That's not what we're trying to do.
00:28:01.470 --> 00:28:03.810
We are trying to win where we
think we have a right to win
00:28:04.020 --> 00:28:04.930
and partner everywhere else.
00:28:05.955 --> 00:28:09.764
I mean, it would be, I would imagine
your investors would take exception
00:28:09.824 --> 00:28:16.514
if you started rebuilding the entire
legal tech stack that a law firm uses.
00:28:16.514 --> 00:28:17.925
Like they wanna keep you focused.
00:28:17.925 --> 00:28:17.985
Yeah.
00:28:18.585 --> 00:28:24.284
I mean, our investors, um, we've taken
a small amount of, of VC money and that.
00:28:24.570 --> 00:28:26.220
That is a constant message.
00:28:26.610 --> 00:28:28.409
Focus, focus, focus.
00:28:28.409 --> 00:28:31.560
Because it's easy to get
caught chasing shiny objects.
00:28:31.560 --> 00:28:31.620
Yeah.
00:28:31.949 --> 00:28:37.199
When you've got a really talented tech
team and they can do a lot of amazing
00:28:37.199 --> 00:28:40.260
things and keeping your head down.
00:28:40.470 --> 00:28:43.350
So I think that's a, that's
a really smart strategy.
00:28:44.010 --> 00:28:48.600
How much like I, I saw the
announcement with Adder and I see.
00:28:49.170 --> 00:28:53.490
I see how AddRan, how
Harvey can inform AddRan.
00:28:53.520 --> 00:28:58.350
Like, so for example, maybe it's in a
timekeeping capacity keeping track of
00:28:58.350 --> 00:29:02.580
what matters you had open in Harvey that
maybe creates some draft time entries.
00:29:02.880 --> 00:29:03.030
Yep.
00:29:03.030 --> 00:29:08.400
But in the other direction, I wasn't
as clear how, how AddRan could
00:29:08.400 --> 00:29:12.280
help in, um, on the Harvey side,
do you have any context on that?
00:29:12.899 --> 00:29:13.290
Yeah.
00:29:13.290 --> 00:29:17.730
I mean a lot of it is just, I think
that the more work that's being done in
00:29:17.730 --> 00:29:23.010
Harvey, the more you can have insight
into like, what is the ROI of that work?
00:29:23.310 --> 00:29:23.610
Right?
00:29:23.700 --> 00:29:26.879
Um, and I think like that's where
that data gets really interesting.
00:29:27.090 --> 00:29:31.680
Like the number one request I get from law
firms right now is, can you help us show
00:29:31.680 --> 00:29:34.320
the ROI of using Harvey to our clients?
00:29:34.980 --> 00:29:38.010
That is the number one
request, like by far, right?
00:29:38.070 --> 00:29:41.130
Um, it's a really hard industry
problem, like really hard, right?
00:29:41.130 --> 00:29:45.030
Because the problem is these tools,
including Harvey, they don't do
00:29:45.030 --> 00:29:46.410
like the work from start to finish.
00:29:47.189 --> 00:29:47.669
Right, right.
00:29:47.669 --> 00:29:50.580
They do piecemeal parts of the,
the work, even like the workflows
00:29:50.580 --> 00:29:53.520
we build, like they don't do the
entire task from start to finish.
00:29:53.520 --> 00:29:54.810
You still want a lawyer in the loop.
00:29:55.260 --> 00:29:58.919
And so it's really hard to basically
go out and be like, yeah, this is
00:29:58.919 --> 00:30:01.919
exactly how much money I've saved
you and how much time I've saved.
00:30:02.129 --> 00:30:02.550
Right?
00:30:03.030 --> 00:30:07.860
And so any partnerships that help you get
more data on that is really useful, right?
00:30:08.159 --> 00:30:11.669
Um, and it just helps the law firms
explain like, Hey, this is how we're
00:30:11.669 --> 00:30:16.470
using AI and this is the benefit to you
and I, I, I do think what's gonna happen.
00:30:16.875 --> 00:30:21.045
If not this year, I think next year for
sure, but I, I think it'll happen this
00:30:21.045 --> 00:30:25.410
year is we're gonna start talking more
about like net new things being done.
00:30:26.145 --> 00:30:27.975
Instead of just like time savings.
00:30:28.185 --> 00:30:28.515
Right.
00:30:28.875 --> 00:30:34.305
So is there a project that you
got done in, you know, X amount of
00:30:34.305 --> 00:30:37.605
time that allowed you to do another
project that would've never happened?
00:30:37.965 --> 00:30:38.325
Right.
00:30:38.595 --> 00:30:41.295
That's the type of stuff that I
think gets really interesting.
00:30:41.595 --> 00:30:45.750
Um, and I think that will happen from both
the law firm side and the in-house side.
00:30:45.830 --> 00:30:47.055
I'll give you an example of one.
00:30:47.475 --> 00:30:50.265
Uh, there was recently a law
firm that we were working with.
00:30:50.620 --> 00:30:54.580
That had this like client that wanted to
do this like large contract work, right.
00:30:54.850 --> 00:30:58.090
And they normally wouldn't take it
on because it was just like very
00:30:58.090 --> 00:31:00.490
mundane, like looking through a
bunch of contracts and pulling out
00:31:00.490 --> 00:31:03.790
a certain type of clause and they
wouldn't normally take that work on.
00:31:03.855 --> 00:31:05.919
'cause it was, it was estimated
to take like 18 months.
00:31:06.340 --> 00:31:07.450
It's like a crazy amount of time.
00:31:07.780 --> 00:31:08.139
Right.
00:31:08.500 --> 00:31:12.909
Um, and they were able to take that
work on and do it like pretty quickly.
00:31:13.360 --> 00:31:17.020
And then they got an extra, like basically
there was an m and a that happened later
00:31:17.020 --> 00:31:18.310
on and they got work from that too.
00:31:18.705 --> 00:31:23.385
So like that sort of story I think is
gonna start happening more and more.
00:31:23.865 --> 00:31:24.585
Yeah, I know.
00:31:24.585 --> 00:31:33.195
It's, um, I think that all of this
change that AI is, is forcing into the,
00:31:33.945 --> 00:31:38.745
into the business model in law firms is
actually exciting and it's been such.
00:31:39.389 --> 00:31:43.889
Um, you know, there's a funny metaphor
I use every once in a while, which is
00:31:43.919 --> 00:31:48.300
if Rip Van Winkle woke up, woke up, the
only thing he'd recognize is a law firm.
00:31:50.220 --> 00:31:51.510
You know, because Nothing else.
00:31:51.750 --> 00:31:53.939
Yeah, because it's,
it, it has not changed.
00:31:53.939 --> 00:32:00.300
It's been like the last holdout in the
digital transformation story, um, that
00:32:00.300 --> 00:32:06.330
has already taken root in so many other
industries, not all, but most, and.
00:32:06.735 --> 00:32:10.514
The, the legal world has really been, um.
00:32:11.580 --> 00:32:12.900
It just hasn't happened there.
00:32:12.900 --> 00:32:16.710
So this, this creates a lot of
opportunity from my perspective, but
00:32:16.710 --> 00:32:18.150
people have to think differently.
00:32:18.570 --> 00:32:20.940
Yeah, and like one of the things,
one of the challenges, I'd be
00:32:20.940 --> 00:32:22.380
curious, your perspective on this.
00:32:22.470 --> 00:32:27.150
One of the challenges I see
is like law firm culture.
00:32:27.910 --> 00:32:29.980
It tends to be very conservative.
00:32:30.040 --> 00:32:32.440
It tends to be fairly change resistant.
00:32:32.590 --> 00:32:34.930
It views technology historically.
00:32:35.170 --> 00:32:37.060
These things are true, they're changing.
00:32:37.150 --> 00:32:42.970
But, um, it, it views technology really
kind of as a, an expense to be managed.
00:32:43.090 --> 00:32:44.830
It has a, it's never
been a differentiator.
00:32:45.100 --> 00:32:49.780
Like you will not go to one AmLaw site
even probably today, but certainly
00:32:49.780 --> 00:32:51.490
not pre at GPT where they go.
00:32:52.410 --> 00:32:53.430
Check out our tech.
00:32:53.460 --> 00:32:56.220
Like yeah, it's, you know, it's like,
no, it's like, look at our amazing
00:32:56.220 --> 00:33:01.260
lawyers, look at all the wins that we've
put on the scoreboard and which makes
00:33:01.260 --> 00:33:06.030
sense, like, um, but it, it, you know,
there's needs to be a different mindset.
00:33:06.300 --> 00:33:09.570
And I'm curious, you're probably,
you're on the front lines of this.
00:33:09.570 --> 00:33:11.875
You're seeing firms change.
00:33:12.554 --> 00:33:17.264
Their, their perspective on how,
what technology means to the strategy
00:33:17.264 --> 00:33:18.705
of their business in real time.
00:33:18.885 --> 00:33:22.514
Like yeah, you're probably
closer than anyone else to that.
00:33:22.514 --> 00:33:23.804
So like, how.
00:33:24.300 --> 00:33:26.040
Like, how is that, is that happening?
00:33:26.040 --> 00:33:30.840
Is it a small group that, that see the
value and they're pulling the rest?
00:33:30.840 --> 00:33:32.670
Are they all kind of coming willingly?
00:33:32.670 --> 00:33:33.660
Like, what does that look like?
00:33:33.660 --> 00:33:37.920
Yeah, it changes every three months,
um, in a positive direction, I'd say.
00:33:37.920 --> 00:33:38.220
Oh, good.
00:33:38.220 --> 00:33:41.220
I wi with some like step backs,
but, but I think it changes pretty
00:33:41.220 --> 00:33:42.450
positively every three months.
00:33:42.960 --> 00:33:47.250
And the thing that I, the narrative
that I've found that works the best,
00:33:47.250 --> 00:33:51.450
or I've heard work the best internally
is this is actually just like.
00:33:51.745 --> 00:33:56.035
You say that folks don't talk about their
tech differentiation, they do talk about
00:33:56.035 --> 00:34:01.195
their client service differentiation
and like this is just that on steroids.
00:34:01.495 --> 00:34:01.855
Right?
00:34:02.185 --> 00:34:05.515
And so I think like that's one way that
some of these firms are starting to
00:34:05.515 --> 00:34:10.405
think about this is not just, Hey, we're
gonna build you a solution that automates
00:34:10.405 --> 00:34:12.595
due diligence and we give you that.
00:34:12.595 --> 00:34:13.945
And like that's, we're gonna
automate the whole thing.
00:34:14.035 --> 00:34:14.395
Right?
00:34:14.635 --> 00:34:15.355
No, it's not that.
00:34:15.415 --> 00:34:19.735
It's when we do an m and a,
this is our new way of doing it.
00:34:20.310 --> 00:34:20.670
Right.
00:34:20.909 --> 00:34:27.000
And so it's, it's definitely tech enabled,
but it still goes back to in this m and
00:34:27.000 --> 00:34:33.570
a in this client matter, this is what
we're going to do and these are pieces of
00:34:33.570 --> 00:34:36.210
it that seems to be working super well.
00:34:36.480 --> 00:34:39.960
And any advice that I'd give to
a firm that's pitching clients,
00:34:39.990 --> 00:34:41.219
that's how I would pitch it.
00:34:41.640 --> 00:34:45.390
I wouldn't pitch it as we built
this piece of technology and like
00:34:45.510 --> 00:34:46.920
that's why you should choose us.
00:34:47.100 --> 00:34:50.190
Instead, it should be, this is the
deal that we're about to work on.
00:34:50.730 --> 00:34:55.170
This is how we're gonna do parts of
that deal using ai, and this is how it's
00:34:55.170 --> 00:34:57.150
gonna be a better output outcome for you.
00:34:57.600 --> 00:34:57.930
Right?
00:34:58.260 --> 00:35:03.600
So in other words, like yes, technology
is involved, but the focus is just in
00:35:03.600 --> 00:35:05.820
this particular issue that you have.
00:35:06.195 --> 00:35:09.465
This is how we're going to
bring technology to solve it.
00:35:09.915 --> 00:35:11.805
I know it's kind of
like a nuanced framing.
00:35:11.865 --> 00:35:11.955
Mm-hmm.
00:35:12.195 --> 00:35:16.365
But it seems to be working super well
and the firms that are pitching it that
00:35:16.365 --> 00:35:20.925
way to their ma, like their executive
committees and also their clients, I
00:35:20.925 --> 00:35:22.875
think are getting a lot more traction.
00:35:23.175 --> 00:35:25.695
Then the firms that are pitching
it more as just like we use ai.
00:35:26.445 --> 00:35:27.765
Yeah, no, no doubt.
00:35:27.765 --> 00:35:33.015
And I think there's gonna be a.
Giant unbundling of legal services.
00:35:33.015 --> 00:35:39.975
Like in the past, you know, it's been a
very, um, soup to nuts offering, right?
00:35:39.975 --> 00:35:43.815
We take it from A to Z and you
know, we have the best people.
00:35:43.815 --> 00:35:48.134
It's been a, and it's been a very
human capital focused conversation.
00:35:48.134 --> 00:35:52.904
And now, and, and the opportunities for
efficiencies have been fairly limited.
00:35:52.904 --> 00:35:56.654
Like when was the last like
major legal tech innovation?
00:35:57.080 --> 00:35:59.810
I would argue it was probably Cloud elect.
00:35:59.810 --> 00:36:00.740
Well, cloud.
00:36:00.740 --> 00:36:01.070
Yeah.
00:36:01.070 --> 00:36:02.780
And they, and they just
got on board with that.
00:36:03.380 --> 00:36:06.260
Um, but maybe electronic research.
00:36:06.260 --> 00:36:06.320
Yeah.
00:36:06.410 --> 00:36:09.860
Um, prior to that email, which is
a little, a little bit ago, I think
00:36:09.920 --> 00:36:11.540
it's been a, it's been a while.
00:36:11.810 --> 00:36:13.670
It's been at least 25 years.
00:36:14.060 --> 00:36:16.490
Um, I mean, I still, I, it's been a while.
00:36:16.490 --> 00:36:19.280
I used to go out and do road shows and.
00:36:19.915 --> 00:36:24.924
Be in the law firms as late as
like 2019, like right before COVID.
00:36:25.044 --> 00:36:28.705
I was still doing them and I would
still, I would still see typewriters
00:36:29.095 --> 00:36:32.544
in 2019 and big libraries with books.
00:36:32.544 --> 00:36:36.174
And so yeah, I'll say I still
take a lot of handwritten notes.
00:36:36.750 --> 00:36:37.830
So, yeah, I do too.
00:36:37.830 --> 00:36:41.370
I mean, I EP right here that, that
I think, I feel like they've done
00:36:41.370 --> 00:36:44.160
a bunch of studies on this and like
you taking handwriting notes, like
00:36:44.160 --> 00:36:45.360
makes you remember things better.
00:36:45.360 --> 00:36:49.259
So yeah, there's some stuff we
gotta keep to Totally, uh, indeed.
00:36:49.710 --> 00:36:54.270
Um, so that's great that you're
seeing, you're seeing the dial move.
00:36:54.390 --> 00:36:57.300
Do you feel like it's moving fast enough?
00:36:57.300 --> 00:37:00.150
Because that's one of the
things that I, in other words.
00:37:01.259 --> 00:37:06.180
GCs have access to Harvey and
all these other tools too, right?
00:37:06.180 --> 00:37:06.240
Yeah.
00:37:06.270 --> 00:37:11.970
So law firms have to move at a
pace where in-house teams don't
00:37:11.970 --> 00:37:17.279
get so self-sufficient that the
work starts coming because law
00:37:17.279 --> 00:37:22.589
firms haven't, um, moved fast
enough to create offerings that.
00:37:23.385 --> 00:37:26.895
Make, bringing the work
in house not make sense.
00:37:26.895 --> 00:37:27.585
Not make sense.
00:37:27.585 --> 00:37:27.645
Yeah.
00:37:27.645 --> 00:37:28.155
Yeah.
00:37:28.155 --> 00:37:32.775
So do you, do you feel like we're
moving fast enough on the law firm side?
00:37:32.775 --> 00:37:33.855
Does the pace feel right?
00:37:33.855 --> 00:37:33.915
Um.
00:37:35.775 --> 00:37:37.785
I mean, I think it
definitely should be faster.
00:37:37.875 --> 00:37:45.045
Um, but I think like the nice advantage
that the firms have right now is the
00:37:45.045 --> 00:37:46.545
in-house teams are like pretty behind.
00:37:46.815 --> 00:37:49.485
So the in-house teams are like
about a year behind, I'd say.
00:37:49.695 --> 00:37:52.245
So like all of them now are
interested in like highlighting the
00:37:52.245 --> 00:37:54.465
tools and checking them out, but.
00:37:54.770 --> 00:37:57.470
They aren't at the point where
like change management across a
00:37:57.470 --> 00:37:59.240
lot of in-house teams has happened.
00:37:59.240 --> 00:38:01.970
They're not really, there's, some of them
are starting to think about like what is
00:38:01.970 --> 00:38:06.470
the in-house team of the future and stuff
like that, but it's way earlier on than
00:38:06.470 --> 00:38:08.750
I think the law firms in that instance.
00:38:09.050 --> 00:38:11.750
And so there's a really good opportunity,
and we're doing tons of this with
00:38:11.750 --> 00:38:15.230
shared spaces like there of the
announcements that we do around shared
00:38:15.230 --> 00:38:20.065
spaces are going to be involving an
in-house team like and a law firm.
00:38:20.670 --> 00:38:22.290
It's not going to be just a law firm.
00:38:22.440 --> 00:38:22.770
Right?
00:38:22.980 --> 00:38:26.640
Because I, I think that that is actually
what's gonna drive collaboration the most.
00:38:26.640 --> 00:38:28.680
I mean, you can't have
collaboration with one party.
00:38:29.490 --> 00:38:35.160
Um, and so I think that, I think that
what we're seeing is we have so many
00:38:35.160 --> 00:38:36.820
in-house teams that we're working with.
00:38:37.605 --> 00:38:40.155
The law firms actually teach
them how to use Harvey.
00:38:40.515 --> 00:38:43.875
And the law firms build really
interesting tech, not just on
00:38:43.875 --> 00:38:45.315
Harvey, but also internally.
00:38:45.435 --> 00:38:48.555
Like they have really cool tech internally
and we, you know, we're setting up an
00:38:48.555 --> 00:38:51.435
MCP and everything and we'll connect all
of that too, or the other way around.
00:38:51.435 --> 00:38:56.115
Some firms are setting up CPS themselves,
and my point with all of this is I
00:38:56.115 --> 00:38:59.115
think there's an incredible opportunity
for law firms to lean in here.
00:38:59.509 --> 00:39:02.779
And actually like help the
in-house teams on their journey.
00:39:03.140 --> 00:39:05.839
And I don't think the answer
to that should be, oh no.
00:39:05.839 --> 00:39:08.390
But then they're gonna learn everything
that we've done for them and take it.
00:39:08.390 --> 00:39:10.069
And that's not what's gonna happen.
00:39:10.129 --> 00:39:13.490
Like they're gonna basically
say, oh wow, this relationship is
00:39:13.490 --> 00:39:16.609
super powerful to me and I'm gonna
keep working with that law firm.
00:39:16.759 --> 00:39:17.060
Right?
00:39:17.270 --> 00:39:20.689
Like at the end of the day,
legal services is very personal.
00:39:21.270 --> 00:39:26.160
Very personal and especially at the high
levels of like who do I pick to, you know,
00:39:26.160 --> 00:39:31.560
do defend against this company defining
litigation or this company defining m and
00:39:31.560 --> 00:39:37.080
a. It's personal and if you show that you
are really willing to do, again, going
00:39:37.080 --> 00:39:41.790
back to like that client service and
client excellence and client experience,
00:39:42.150 --> 00:39:45.690
if you are willing to do the most there
and be the most cutting edge there.
00:39:46.325 --> 00:39:50.345
You're gonna win those clients over
forever, like for a very long time.
00:39:50.435 --> 00:39:50.765
Right?
00:39:50.765 --> 00:39:52.775
It's not going to be transactional.
00:39:52.805 --> 00:39:56.465
Oh, I took everything you taught me
about Harvey and then I all of a sudden
00:39:56.465 --> 00:39:57.905
like started doing all my work in house.
00:39:57.935 --> 00:39:59.045
It's not gonna happen.
00:39:59.465 --> 00:40:03.335
Um, so I, I very strongly believe in that
and we've seen a lot of evidence of that
00:40:03.335 --> 00:40:04.985
happening in the past, like six months.
00:40:05.135 --> 00:40:05.345
So.
00:40:06.030 --> 00:40:10.050
Yeah, so buying a Harvey
license is the easy part.
00:40:10.110 --> 00:40:12.180
It's the change management, right?
00:40:12.270 --> 00:40:14.190
Like, yeah, you, you write a check.
00:40:14.190 --> 00:40:18.060
It's not a, it's not a heavy lift,
but what is hard is all the change
00:40:18.060 --> 00:40:25.195
management and getting folks to change
their workflow and think about pricing
00:40:25.355 --> 00:40:31.590
differently and like what, again,
you probably have more visibility
00:40:31.590 --> 00:40:33.330
to this than, than, than anyone.
00:40:34.215 --> 00:40:38.085
How the, the firms that have been
most successful rolling out your
00:40:38.085 --> 00:40:40.005
tool, what has that look like?
00:40:40.005 --> 00:40:40.545
Like, yeah.
00:40:40.545 --> 00:40:41.445
Has it been a different.
00:40:42.255 --> 00:40:46.755
Paradigm around change management
or a different, like, maybe you
00:40:46.755 --> 00:40:48.165
can just shed some light on that.
00:40:48.195 --> 00:40:51.855
Yeah, so I'll say like, first off,
we're developing more and more
00:40:51.855 --> 00:40:53.685
systems internally to help with this.
00:40:53.685 --> 00:40:56.895
So like, whether that's like forward
deployed engineers, like legal
00:40:56.895 --> 00:40:59.325
engineers that are actually just
stay in house with you and build
00:40:59.325 --> 00:41:00.615
workflows and things like that.
00:41:01.035 --> 00:41:04.245
So I think like a big part of our
company honestly, is gonna be helping
00:41:04.275 --> 00:41:06.705
folks do this, um, and productize it.
00:41:06.705 --> 00:41:08.415
You make it easier in
the product and stuff.
00:41:10.305 --> 00:41:15.075
I think the biggest delta by far is
when the partners actually have, there's
00:41:15.075 --> 00:41:16.485
buy-in from the partners at the firm.
00:41:16.485 --> 00:41:16.575
Mm-hmm.
00:41:16.875 --> 00:41:17.295
Like that's it.
00:41:17.355 --> 00:41:18.615
It's like pretty simple actually.
00:41:18.855 --> 00:41:20.865
And because everything
goes downstream from that.
00:41:20.895 --> 00:41:21.255
Right.
00:41:21.255 --> 00:41:26.025
And so I've seen some firms that are like
hiring way more folks on the innovation
00:41:26.025 --> 00:41:27.884
teams and taking this super seriously.
00:41:28.145 --> 00:41:31.924
And then I see some firms that just like
kind of buy a solution and call it a day.
00:41:32.105 --> 00:41:32.404
Right.
00:41:32.765 --> 00:41:37.715
Um, and I think at the end of the
day, it's like when I say investment
00:41:38.105 --> 00:41:41.975
into legal ai, I actually don't
just mean like buy Harvey, right?
00:41:41.975 --> 00:41:44.045
I should always obviously
like be selling that.
00:41:44.705 --> 00:41:47.795
I, but I don't actually just mean
that, I mean like invest in your law
00:41:47.795 --> 00:41:52.745
firm, like invest in the team at your
law firm that is in charge of this.
00:41:53.015 --> 00:41:53.315
Right?
00:41:53.795 --> 00:41:57.755
Um, and the reality is those
teams are pretty small right now.
00:41:58.230 --> 00:41:59.190
Insanely small.
00:41:59.460 --> 00:41:59.790
Right.
00:42:00.180 --> 00:42:02.069
And they need to get bigger.
00:42:02.100 --> 00:42:06.509
Like their remit just changed
drastically in the past three years.
00:42:06.660 --> 00:42:07.410
Drastically.
00:42:07.859 --> 00:42:09.750
And a lot of law firms
aren't increasing the size.
00:42:09.990 --> 00:42:10.350
Right.
00:42:10.680 --> 00:42:13.799
Um, and the thing that I've seen
the best is yeah, sure you have like
00:42:14.069 --> 00:42:17.130
amazing CIOs that are incredible
and they're stepping up, but like.
00:42:17.745 --> 00:42:20.505
One person just can't do the
work of 20 people in one day.
00:42:20.955 --> 00:42:22.125
Like it's just not how it works.
00:42:22.125 --> 00:42:25.425
And so what I've seen is when you have
the executive committees, the partners
00:42:25.425 --> 00:42:30.015
that are actually super bought into this,
what they do is they let the innovation
00:42:30.015 --> 00:42:33.255
team have more resources and they let
the tech team have more resources.
00:42:33.255 --> 00:42:36.404
And that doesn't mean increase
your vendor spend or, I mean, a
00:42:36.404 --> 00:42:37.485
lot of the time it's that too.
00:42:37.755 --> 00:42:39.285
But it's also like
increase your headcount.
00:42:39.404 --> 00:42:41.535
Like how, what is your
data cleanup strategy?
00:42:42.345 --> 00:42:43.484
What does iManage look like for you?
00:42:44.475 --> 00:42:44.745
Right?
00:42:45.015 --> 00:42:46.149
What does that thought look like for you?
00:42:46.220 --> 00:42:46.629
It's a mess.
00:42:46.629 --> 00:42:47.654
What does it look like for you?
00:42:47.654 --> 00:42:48.165
No, I'm serious.
00:42:48.165 --> 00:42:48.430
Like where?
00:42:49.259 --> 00:42:49.589
What?
00:42:49.589 --> 00:42:51.810
And And that's not a knock
at all on iManage Net talks.
00:42:51.810 --> 00:42:53.940
They're incredible companies
and we partner with both of 'em.
00:42:53.940 --> 00:42:57.210
It's more just like, have the
firms been thinking about this?
00:42:57.210 --> 00:42:57.270
Yeah.
00:42:57.270 --> 00:42:58.620
Where is all their data stored?
00:42:58.620 --> 00:43:00.450
Like where's all their
client relationship data?
00:43:00.450 --> 00:43:01.859
Like all of those things.
00:43:02.339 --> 00:43:06.000
And if you wanna take this
seriously, you can't just say, you
00:43:06.000 --> 00:43:09.299
take this seriously and then buy
a vendor and be like, I'm done.
00:43:09.750 --> 00:43:13.055
Like you gotta actually invest in
the people that work on this daily.
00:43:13.685 --> 00:43:15.515
Right, and that means
hiring more people there.
00:43:15.515 --> 00:43:16.775
That means putting more budget there.
00:43:17.195 --> 00:43:19.775
Um, and I think that's gonna
be really, really important.
00:43:19.775 --> 00:43:23.435
I mean, law firms put infinitely
more, uh, budget into their marketing
00:43:23.435 --> 00:43:26.675
spend, which isn't even that high,
um, compared to their tech spend.
00:43:26.825 --> 00:43:27.545
It's like not even close.
00:43:27.845 --> 00:43:28.654
A hundred percent.
00:43:28.654 --> 00:43:28.895
Yeah.
00:43:28.895 --> 00:43:32.645
There's a, a guy who works for
iManage, uh, hopefully he is listening.
00:43:32.645 --> 00:43:38.045
Alex Smith, he, he says, uh, uh,
IA before ai, like, yeah, I agree.
00:43:38.045 --> 00:43:41.475
Information architecture before
ai, and a hundred percent agree.
00:43:42.195 --> 00:43:45.885
Law firms, I can tell you, from
spending almost two decades in this
00:43:45.885 --> 00:43:48.225
space and having a front row seat too.
00:43:49.950 --> 00:43:54.450
DMS implementations, it's usually
a mess because data hygiene
00:43:54.450 --> 00:43:55.740
has never been a priority.
00:43:56.250 --> 00:44:00.300
Um, even if it was for the KM group,
it's not for the, for the attorneys.
00:44:00.600 --> 00:44:00.690
Yes.
00:44:00.690 --> 00:44:03.270
Whatever is the top
selection in the matter.
00:44:03.300 --> 00:44:08.220
You know, when you profile a document
to check it in, you know, it's other
00:44:08.250 --> 00:44:10.560
or, you know, so I was the worst.
00:44:10.710 --> 00:44:11.940
I mean, I'll just be honest.
00:44:11.940 --> 00:44:13.470
Like, I was terrible at this.
00:44:13.470 --> 00:44:13.620
Yeah.
00:44:13.650 --> 00:44:14.910
Like, and it's just like.
00:44:15.345 --> 00:44:15.735
Excuse me.
00:44:15.735 --> 00:44:19.095
I imagine, you know, me doing that
at scale, it's like that's a huge
00:44:19.095 --> 00:44:20.835
problem for, uh, decades, right?
00:44:20.835 --> 00:44:20.925
Yeah.
00:44:21.015 --> 00:44:22.815
Um, there's so many problems there.
00:44:23.145 --> 00:44:23.505
Yeah.
00:44:23.955 --> 00:44:27.195
But you know, now those chickens
have come home to roost.
00:44:27.195 --> 00:44:29.745
We have to, we have to clean
this state up and we have to make
00:44:29.745 --> 00:44:34.575
investments and it's, um, it's a
necessary step in the, in the journey.
00:44:36.260 --> 00:44:37.275
So, um.
00:44:38.145 --> 00:44:39.795
Yeah, this has been a great conversation.
00:44:39.795 --> 00:44:44.625
Like, um, before we wrap up, I'm curious,
like what's on the, what's on the roadmap?
00:44:44.625 --> 00:44:47.355
Like, what does the rest of
2026 look like for Harvey?
00:44:47.384 --> 00:44:47.805
Yeah.
00:44:48.345 --> 00:44:51.495
Um, I think like one of the main
things we're working on right now is
00:44:52.755 --> 00:44:57.195
kind of like create the guardrails
to build all these agent systems
00:44:57.195 --> 00:44:58.785
and memory and all of these things.
00:44:58.785 --> 00:45:01.875
So like you need to build the scaffolding.
00:45:02.280 --> 00:45:05.100
So that then law firms feel
comfortable like releasing a
00:45:05.100 --> 00:45:06.150
lot of these products, right?
00:45:06.150 --> 00:45:08.880
So that's like how do you
build in ethical walls?
00:45:08.880 --> 00:45:10.350
How do you build in better permissioning?
00:45:10.380 --> 00:45:12.210
How do you build in better admin features?
00:45:12.510 --> 00:45:16.920
So actually a lot of our company is
focused on that right now, of how do
00:45:16.920 --> 00:45:20.550
you make it so that there are all of
these different parts of the product
00:45:20.550 --> 00:45:24.420
that are really easy to be audited,
easy for, like all the protections,
00:45:24.420 --> 00:45:26.100
permissions, everything like that.
00:45:26.370 --> 00:45:28.410
How do you make it so good there?
00:45:29.115 --> 00:45:32.055
That when features are released,
you feel comfortable turning them on
00:45:32.265 --> 00:45:34.875
because I think we are getting to the
point where it's like a lot of the
00:45:34.875 --> 00:45:37.995
really interesting features have to
do with data and they have to do with
00:45:37.995 --> 00:45:41.595
permissions and they have to do with
cross permissions and things like that.
00:45:41.955 --> 00:45:44.925
And so now it is like
astronomically important.
00:45:45.245 --> 00:45:48.245
That your system is enterprise
grade and enterprise ready.
00:45:48.365 --> 00:45:48.755
Right?
00:45:48.995 --> 00:45:52.265
And so a lot of our investments are
going into there and a lot of our
00:45:52.265 --> 00:45:54.935
hires, like if you just look at the
people, folks that we're hiring us
00:45:54.935 --> 00:45:58.715
from, like companies like Databricks,
et cetera, like deep like infrastructure
00:45:58.715 --> 00:46:00.785
engineers to get all of that right?
00:46:01.085 --> 00:46:05.105
Because I really believe that we're
gonna run into this future of like memory
00:46:05.375 --> 00:46:09.185
long horizon, agentic systems that are
going out and like doing a task and then
00:46:09.185 --> 00:46:12.815
coming back to you in, you know, three
hours or a day or something like that.
00:46:13.529 --> 00:46:17.790
And it's so important that you get
everything right on the baseline, right?
00:46:17.819 --> 00:46:20.399
In terms of ethical wall
security permissioning.
00:46:20.669 --> 00:46:23.790
So we're doing a lot of that right now, to
be honest, which I know is like, maybe not
00:46:23.790 --> 00:46:28.589
as fun to announce, um, not as fun, but
that's really where a lot of our focus is.
00:46:28.980 --> 00:46:32.970
Yeah, and I mean, candidly, I, I
think that's, that message will
00:46:32.970 --> 00:46:34.740
resonate with the legal community.
00:46:34.740 --> 00:46:39.810
It's, they're very risk averse and
rightly so, and there has, there,
00:46:39.810 --> 00:46:41.370
it's an industry built on trust.
00:46:41.775 --> 00:46:42.134
Yes.
00:46:42.165 --> 00:46:45.915
And, and, and that's a big part
of what they sell is, is trust.
00:46:46.335 --> 00:46:46.605
I agree.
00:46:46.605 --> 00:46:51.404
Um, it's, it's one of those intangibles
that, um, you know, people talk about
00:46:51.884 --> 00:46:56.205
AI replacing lawyers and, you know,
there are so many intangibles that,
00:46:56.625 --> 00:47:01.335
that, that lawyers bring to the table
that yes, documents are part of that
00:47:01.725 --> 00:47:04.154
bundle of things, but so is trust.
00:47:04.154 --> 00:47:05.775
So I think that message will resonate.
00:47:06.495 --> 00:47:08.775
Um, well this has been
a fun conversation, man.
00:47:08.805 --> 00:47:11.655
It was worth waiting year
and a half to get you on.
00:47:11.715 --> 00:47:15.735
Um, there'll be a, a shorter period
in between our next one, I promise.
00:47:16.605 --> 00:47:16.905
Okay, good, good.
00:47:16.905 --> 00:47:20.445
Yeah, I'd love to, I'd love to have
you on periodically as, because I know
00:47:20.445 --> 00:47:25.965
my listeners really enjoy learning
about, you know, what, uh, movers and
00:47:25.965 --> 00:47:29.985
shakers in the space are doing, and
you guys certainly qualify for that.
00:47:29.985 --> 00:47:33.915
So, um, I really appreciate
you joining and I look forward
00:47:33.915 --> 00:47:35.205
to the next conversation.
00:47:35.895 --> 00:47:36.495
Thank you, man.
00:47:36.945 --> 00:47:37.305
All right.
00:47:37.455 --> 00:47:39.735
Thanks for listening to
Legal Innovation Spotlight.
00:47:40.275 --> 00:47:43.755
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00:00:00.900
Winston.
00:00:00.900 --> 00:00:03.750
Hey, it's exciting to
have you on the show, man.
00:00:04.800 --> 00:00:05.310
Yeah, I know.
00:00:05.310 --> 00:00:06.480
We've been playing this for a while.
00:00:06.480 --> 00:00:07.410
I'm stoked to be on.
00:00:07.410 --> 00:00:08.280
Thanks for having me, man.
00:00:08.610 --> 00:00:10.110
I think it's been like two years.
00:00:11.640 --> 00:00:11.970
Yeah.
00:00:12.000 --> 00:00:18.660
Be because I remember we talked at
briefly at TLTF Summit in Miami,
00:00:18.660 --> 00:00:20.970
and that was over a year ago.
00:00:21.300 --> 00:00:24.060
Yeah, so I think it was like, yeah, I
think it's been maybe like a year and a
00:00:24.060 --> 00:00:25.540
half in the making or something like that.
00:00:25.545 --> 00:00:25.765
So.
00:00:26.445 --> 00:00:30.165
Long time, but um, I'm glad
it's finally happening.
00:00:30.525 --> 00:00:30.915
Yeah, me too.
00:00:30.915 --> 00:00:34.965
So, yeah, so I've, uh, I've wanted to
get you on the show for a while because
00:00:34.965 --> 00:00:38.625
obviously you guys are doing some
moving and shaking in the industry and
00:00:39.165 --> 00:00:44.175
really like doing some things that have
never really been done before in terms
00:00:44.175 --> 00:00:47.955
of growth and the investors that you
guys have have brought to the table.
00:00:47.960 --> 00:00:48.160
So.
00:00:49.365 --> 00:00:51.555
I know that the audience will
be really interested in kind of
00:00:51.555 --> 00:00:52.785
hearing the story around that.
00:00:53.445 --> 00:00:58.185
Um, but before we jump in, why don't you
just do a quick introduction, kind of who
00:00:58.185 --> 00:00:59.295
you are, what you do, where you do it.
00:00:59.955 --> 00:01:00.464
Yeah.
00:01:00.525 --> 00:01:04.095
Um, Winston Weinberg, uh,
co-founder and CEO at Harvey.
00:01:04.635 --> 00:01:07.785
Uh, we've been around for about
three and a half years now.
00:01:07.815 --> 00:01:09.585
I think it's like exactly
three and a half years.
00:01:09.914 --> 00:01:14.475
Um, 'cause we started in
the late July of 2022.
00:01:14.955 --> 00:01:19.095
Um, I, before this, uh, I
went to USC for law school.
00:01:19.155 --> 00:01:21.525
Uh, definitely a, a California kid.
00:01:21.525 --> 00:01:24.914
It's, I spend a lot of time,
I, I spend probably now.
00:01:25.220 --> 00:01:28.880
40% in SF and 60% elsewhere,
and a lot of time in New York.
00:01:28.880 --> 00:01:31.370
But I think in my heart,
I really like California.
00:01:32.180 --> 00:01:33.020
Uh, it's hard to leave.
00:01:33.470 --> 00:01:37.010
Um, and I was a, so I went to USC
for law school and then I was a
00:01:37.010 --> 00:01:40.790
practicing attorney for actually
not that long, just under a year.
00:01:40.880 --> 00:01:46.700
Um, but I, what I wanted to do, uh,
as like my legal career is I actually
00:01:46.700 --> 00:01:49.700
wanted to work at the US Attorney's
Office and then set up my own firm,
00:01:50.090 --> 00:01:52.160
and I was definitely motivated by, in.
00:01:52.490 --> 00:01:53.990
Especially Southern California.
00:01:53.990 --> 00:01:57.170
There's a lot of these really good firms
like Houston and Huntington is, is kind
00:01:57.170 --> 00:02:01.310
of an example where you have folks that
go and they work at the US Attorney's
00:02:01.310 --> 00:02:05.090
office for a while, they get tons of
trial experience and then they go and
00:02:05.090 --> 00:02:06.860
they start their own like boutique firm.
00:02:07.220 --> 00:02:08.300
Uh, that's that.
00:02:08.330 --> 00:02:12.050
Like, before I met my co-founder Gabe,
that was really what I wanted to do, so.
00:02:12.435 --> 00:02:13.035
Interesting.
00:02:13.035 --> 00:02:16.605
And so how did the, how
did the trajectory change?
00:02:17.265 --> 00:02:17.294
What changed it?
00:02:17.294 --> 00:02:19.845
Yeah, just a little bit
changed, uh, just a little bit.
00:02:20.295 --> 00:02:26.415
Um, so, uh, my, my co-founder Gabe, uh,
he is the, the AI side of the company.
00:02:26.475 --> 00:02:30.795
Um, and he was a, uh, Google Brain and
then met after that and we met in San
00:02:30.795 --> 00:02:33.255
Diego and just became like super close.
00:02:33.465 --> 00:02:34.395
Good friends.
00:02:34.425 --> 00:02:40.215
Um, I definitely had no plan of starting,
uh, an AI company or a company in general.
00:02:40.215 --> 00:02:44.205
I mean, I remember I was actually,
uh, giving a presentation, uh, this
00:02:44.205 --> 00:02:48.675
morning, uh, to some of our investors
and I didn't know what Sequoia was.
00:02:49.000 --> 00:02:53.440
Until like the night before we
presented to Sequoia, um, my
00:02:53.440 --> 00:02:56.620
co-founder Gabe was like, Hey, yeah,
like, these guys are really good.
00:02:56.680 --> 00:02:58.180
Um, and we'll go from there.
00:02:58.180 --> 00:03:00.250
So really like, not a background.
00:03:00.280 --> 00:03:04.240
I'm from, um, my dad is an ER doc
and my mom was a physical therapist,
00:03:04.630 --> 00:03:06.100
um, and didn't really have any.
00:03:06.395 --> 00:03:08.135
Tech connections or anything like that.
00:03:08.525 --> 00:03:12.965
But what happened was, um, Gabe
was at Meta at the time and he
00:03:12.965 --> 00:03:16.475
was actually trying to kind of
convince them to do more on LLMs.
00:03:16.565 --> 00:03:17.945
Uh, this is like early 2022.
00:03:18.365 --> 00:03:20.285
Uh, meta was not quite doing that.
00:03:20.405 --> 00:03:20.705
Yeah.
00:03:20.735 --> 00:03:23.405
I mean, they were still working on it,
but I don't think they were like triple
00:03:23.405 --> 00:03:25.325
down, double down or et cetera on it.
00:03:25.955 --> 00:03:26.585
Um.
00:03:26.955 --> 00:03:30.195
And so he basically, I
was like, what is an LLM?
00:03:30.555 --> 00:03:37.845
Um, and early 2022, or it might have been
late 2021, I don't remember actually.
00:03:38.205 --> 00:03:41.870
Um, we, their API basically
to GBD three was public.
00:03:42.540 --> 00:03:46.740
So they basically productionized it
into an API, um, and you could go and
00:03:46.740 --> 00:03:50.130
basically just like it, it had for
everyone that had mess around with it
00:03:50.340 --> 00:03:54.180
there like would remember this green box
would show up for all of your answers.
00:03:54.420 --> 00:03:56.640
This is the worst UI ever.
00:03:56.910 --> 00:04:01.470
Um, but it was this big like ugly
neon green box that would cover
00:04:01.470 --> 00:04:03.150
the text of like your answer.
00:04:03.480 --> 00:04:07.200
So you'd put an input and it wasn't
quite chat, but it was like they
00:04:07.200 --> 00:04:08.640
didn't do instruction fine tuning.
00:04:08.910 --> 00:04:10.315
So sometimes what it
would do is just like.
00:04:10.790 --> 00:04:12.410
Autocomplete, whatever you said.
00:04:12.709 --> 00:04:16.339
So you had to finish your sentence
or it would auto, uh, auto complete.
00:04:16.550 --> 00:04:19.820
So like, an example of this is
like, tell me what the pass through
00:04:19.820 --> 00:04:24.020
affirmative defense is and then if
you don't have a sentence like a
00:04:24.200 --> 00:04:28.820
punctuation mark at the end, it would
go, it antitrust cases of, or like
00:04:28.820 --> 00:04:30.380
would basically like finish it for you.
00:04:30.380 --> 00:04:31.610
So it was really rough.
00:04:31.669 --> 00:04:34.039
Is is the best way to describe this, um.
00:04:34.635 --> 00:04:39.165
But we started messing around with it and
I started messing around with it too on,
00:04:39.195 --> 00:04:41.235
uh, Reddit is actually how I did this.
00:04:41.505 --> 00:04:44.385
So I had a bunch of friends that
were landlord tenant attorneys,
00:04:44.445 --> 00:04:48.375
um, well, they were kind of, uh,
whatever comes into the door.
00:04:48.375 --> 00:04:50.805
Attorneys, they like basically
just started their own law firms
00:04:50.805 --> 00:04:53.475
in Southern California, in la and.
00:04:53.790 --> 00:04:57.570
We grabbed, we wanted to just
test how good these systems are.
00:04:57.600 --> 00:04:57.960
Right.
00:04:58.050 --> 00:05:01.380
Um, and you know, I think like one
thing that a lot of people don't
00:05:01.380 --> 00:05:04.140
realize, people that are listening to
this podcast will realize, but a lot of
00:05:04.140 --> 00:05:05.820
people in the world don't realize is.
00:05:06.405 --> 00:05:10.784
If you are like a securities litigator
at O'Melveny and Myers, you know
00:05:10.784 --> 00:05:15.315
nothing about landlord tenant law
in X, Y, Z jurisdiction, right?
00:05:15.495 --> 00:05:19.034
As everyone knows, when you go to like
a Thanksgiving party, people think
00:05:19.034 --> 00:05:22.425
that lawyers know every single, do,
every single part of legal domain.
00:05:22.995 --> 00:05:23.594
Um.
00:05:23.655 --> 00:05:26.835
And so we wanted to test out kind
of like how good these systems were.
00:05:27.015 --> 00:05:29.354
So we came up with a chain of
thought prompt based off of
00:05:29.354 --> 00:05:31.544
landlord tenant statutes basically.
00:05:31.815 --> 00:05:34.965
So we just said, Hey, if like this
part of the fact pattern happens,
00:05:34.965 --> 00:05:38.234
then route to this section of the
statute and compare it against that.
00:05:38.534 --> 00:05:41.234
If this other part happens, then
route it to something else, right?
00:05:41.744 --> 00:05:46.034
And we basically grabbed that and
we grabbed a hundred questions
00:05:46.034 --> 00:05:49.815
on our slash legal advice that
were related to landlord tenants.
00:05:49.815 --> 00:05:51.284
We just like tag them as landlord tenants.
00:05:51.830 --> 00:05:55.310
And then I got those three friends
and we just said, Hey, here's
00:05:55.310 --> 00:05:59.780
these, here's an output or a
question that someone asked, right?
00:06:00.050 --> 00:06:02.540
And then here's the answer to
that question, and that's it.
00:06:02.570 --> 00:06:04.790
We didn't say anything about ai, nothing.
00:06:05.240 --> 00:06:05.600
Right?
00:06:05.960 --> 00:06:10.100
Um, and we gave them that, and we just
said, thumbs up if you would send this to
00:06:10.100 --> 00:06:14.990
a client or the, the customer, whoever is
asking the question, uh, with zero edits.
00:06:14.990 --> 00:06:16.490
That's how we authorized it.
00:06:16.520 --> 00:06:18.620
And thumbs down if you wouldn't,
if you'd edit something and
00:06:18.620 --> 00:06:19.430
then tell me what you'd edit.
00:06:20.005 --> 00:06:23.094
And on a hun uh, we had a
hundred of those questions.
00:06:23.125 --> 00:06:27.265
And on 86, 3 of three attorneys set.
00:06:27.265 --> 00:06:27.655
Thumbs up.
00:06:28.195 --> 00:06:28.525
I just send it.
00:06:29.565 --> 00:06:29.865
That was it.
00:06:29.895 --> 00:06:30.075
Wow.
00:06:30.435 --> 00:06:30.765
Right.
00:06:30.825 --> 00:06:34.305
And we literally got the email,
uh, you know, opening eye
00:06:34.305 --> 00:06:35.445
wasn't a big deal at the time.
00:06:35.445 --> 00:06:37.035
This is like middle of 2022.
00:06:37.605 --> 00:06:41.475
And we found Sam Altman's email
and Jason Kwan, who's the general
00:06:41.475 --> 00:06:45.735
counsel there, um, it was funny,
Gabe was going to email just Sam.
00:06:45.735 --> 00:06:46.675
And I was like, no, no, no.
00:06:46.675 --> 00:06:50.085
We have to have a lawyer because
otherwise no one's gonna understand
00:06:50.085 --> 00:06:51.465
if the outputs are impressive or not.
00:06:52.215 --> 00:06:56.565
Um, and so we CC'd, uh, Jason
Kwan and we'd never met.
00:06:56.969 --> 00:07:00.120
Any of these people before, and we
just emailed them and I think the title
00:07:00.120 --> 00:07:05.250
of the email was like, um, like AI
Assistant Lawyer or something like that.
00:07:05.250 --> 00:07:07.080
It was, it was kind of a, a stupid email.
00:07:07.440 --> 00:07:10.200
Um, and they responded.
00:07:10.320 --> 00:07:14.580
Um, and we got on a call with Jason
Kwan and we kind of scoped out like
00:07:14.610 --> 00:07:16.050
what the company would look like.
00:07:16.080 --> 00:07:19.110
And he basically said, are you
guys trying to raise money?
00:07:19.110 --> 00:07:20.310
Like, do you wanna do this?
00:07:20.430 --> 00:07:24.539
Um, and we, you know, took a couple
days and figured out even like.
00:07:24.785 --> 00:07:26.855
Worked even more on
what it would look like.
00:07:26.885 --> 00:07:30.635
And we met with the, the rest
of the C-suite of OpenAI,
00:07:31.055 --> 00:07:33.275
uh, July 4th, I remember.
00:07:33.305 --> 00:07:37.385
'cause it was July 4th at like
11:00 AM and we met with the rest
00:07:37.385 --> 00:07:39.815
of 'em and we pitched them our
company and we went from there.
00:07:40.415 --> 00:07:40.835
Wow.
00:07:41.075 --> 00:07:45.455
And so they're, they were one of your
first investors, first investor, yeah.
00:07:45.515 --> 00:07:46.145
Yeah, yeah.
00:07:46.505 --> 00:07:46.745
Mm-hmm.
00:07:47.105 --> 00:07:47.495
They seed.
00:07:48.045 --> 00:07:53.865
Which is interesting because, um, I
think I've heard you say or write or
00:07:54.105 --> 00:08:02.025
someone from Harvey has mentioned that
it, how does, how does Harvey think about
00:08:02.355 --> 00:08:04.395
open AI from a competitive standpoint?
00:08:04.965 --> 00:08:09.375
Yeah, I mean, so it's interesting
where it's like our model usage
00:08:09.375 --> 00:08:14.415
is not like vast majority open
ai actually, like of, I'd say.
00:08:15.840 --> 00:08:21.150
It, it pro it still is close to the
majority, but Anthropic is really close.
00:08:21.240 --> 00:08:23.130
Um, it, it's almost a parody.
00:08:23.220 --> 00:08:26.520
I, I'd say they're day over
day, it's like close to parody.
00:08:26.580 --> 00:08:29.040
Um, and then Gemini is
probably a, a close third.
00:08:29.400 --> 00:08:34.560
Um, but I think of like all of
the companies as a competitor
00:08:34.560 --> 00:08:37.409
in the sense of, you know, I
think the wrapper conversations
00:08:37.409 --> 00:08:38.610
have calmed down a little bit.
00:08:38.615 --> 00:08:38.935
Mm-hmm.
00:08:40.079 --> 00:08:42.479
Once a, the new, a new
feature comes out, guess what?
00:08:42.479 --> 00:08:43.650
Conversation's gonna come back?
00:08:44.099 --> 00:08:45.089
The raff for conversations.
00:08:45.329 --> 00:08:45.420
Sure.
00:08:45.449 --> 00:08:45.810
Right.
00:08:45.810 --> 00:08:50.729
So the thing that I think maybe a
better way to think about this is, is
00:08:50.760 --> 00:08:55.290
every single company building in any
vertical, not just legal needs to think
00:08:55.290 --> 00:09:00.150
about the next model release or the
next feature that comes out from the big
00:09:00.150 --> 00:09:02.880
labs, could make you a wrapper again.
00:09:03.540 --> 00:09:06.210
Basically right then maybe
that's the way to think about it.
00:09:06.510 --> 00:09:09.990
You need to re-earn your
position as a non wrapper company
00:09:10.380 --> 00:09:12.120
every, maybe like three months.
00:09:12.300 --> 00:09:12.630
Right.
00:09:13.050 --> 00:09:14.520
And so I'm, I'm, I'm serious.
00:09:14.520 --> 00:09:14.580
Yeah.
00:09:14.670 --> 00:09:19.320
Um, and sometimes actually what
that requires doing is making
00:09:19.320 --> 00:09:20.940
like short-term sacrifices.
00:09:21.210 --> 00:09:25.350
So there's certain things that we've
done with our product architecture that
00:09:25.350 --> 00:09:28.560
has made it so it's like our system's
actually slower in some instances.
00:09:28.830 --> 00:09:29.130
Right.
00:09:29.190 --> 00:09:31.950
But the reason we did that is
because we knew that there was
00:09:31.950 --> 00:09:35.315
gonna be like a. Potential type
of security problem down the line.
00:09:35.495 --> 00:09:37.205
And we wanted to be able to sell to banks.
00:09:37.595 --> 00:09:40.685
And in order to do that, you had
to like do all this upfront stuff
00:09:40.685 --> 00:09:42.125
that took like six months to do.
00:09:42.515 --> 00:09:45.875
And that might have slowed down
like some of our UI or UX or like
00:09:45.875 --> 00:09:46.890
front end things that we built.
00:09:47.579 --> 00:09:52.170
You had to do that, and to me you kind
of just have to make those trade offs
00:09:52.170 --> 00:09:56.219
where, yeah, we have grown really, really
fast, but actually we could have been
00:09:56.219 --> 00:10:01.859
growing faster if we didn't think about,
Hey, what is the six month roadmap?
00:10:01.890 --> 00:10:04.349
What is the architecture we need
to build for a year from now?
00:10:04.829 --> 00:10:07.949
You know, what is the permissioning
and security that you need to put in
00:10:07.949 --> 00:10:09.780
for collaboration to work at scale?
00:10:09.959 --> 00:10:10.170
Right?
00:10:10.170 --> 00:10:11.790
All of these different things.
00:10:12.330 --> 00:10:16.200
I think that this is gonna become a huge
differentiator as these move to more
00:10:16.200 --> 00:10:20.070
like ag agentic frameworks, where the
permissions, the security, everything
00:10:20.070 --> 00:10:24.120
like that auditability is actually
gonna be really, really important.
00:10:24.420 --> 00:10:26.850
And I think a lot of legal AI
companies, including ourselves,
00:10:26.850 --> 00:10:31.620
have gotten away with doing some of
that stuff, but I think not enough.
00:10:31.650 --> 00:10:32.010
Right.
00:10:32.100 --> 00:10:34.740
Um, and that's where a lot of our
focus has been in the past like
00:10:34.740 --> 00:10:37.620
year, and it takes a little bit of
time for that to kind of show up.
00:10:38.130 --> 00:10:38.550
Yeah.
00:10:38.760 --> 00:10:42.030
So you guys have grown, I mean,
you talk about your growth rate.
00:10:42.540 --> 00:10:45.329
On LinkedIn, I think you have
close to a thousand employees,
00:10:45.329 --> 00:10:46.949
but I heard another number.
00:10:46.949 --> 00:10:47.010
No.
00:10:47.459 --> 00:10:48.944
Yeah, five less than 500, right?
00:10:48.944 --> 00:10:49.104
Less.
00:10:49.140 --> 00:10:50.369
Yeah, it's like five 50.
00:10:50.375 --> 00:10:50.584
Yeah.
00:10:50.589 --> 00:10:50.880
Yeah.
00:10:50.880 --> 00:10:53.099
I thought I saw, I may be mistaken.
00:10:53.189 --> 00:10:57.089
Um, sometimes, uh, weirdly on
LinkedIn, people's name whose
00:10:57.089 --> 00:10:58.800
Harvey gets added as an employee.
00:11:00.660 --> 00:11:01.530
That's interesting.
00:11:02.069 --> 00:11:05.910
Um, well it's, regardless of whether
it's 500, whether it's a thousand,
00:11:05.910 --> 00:11:08.250
it's abs, it's astronomical growth.
00:11:08.579 --> 00:11:09.900
So like.
00:11:11.265 --> 00:11:15.135
You have to have had to have made some
mistakes during that journey, right?
00:11:15.944 --> 00:11:16.125
Yeah.
00:11:16.125 --> 00:11:17.145
Just a few man.
00:11:17.145 --> 00:11:17.745
Just a few.
00:11:17.954 --> 00:11:21.854
Well, and you know, being a first
time founder and like, there's always
00:11:21.854 --> 00:11:25.635
learnings, even as a multi-time
founder, you're, you're, you're gonna.
00:11:25.890 --> 00:11:27.330
Bump your head along the way.
00:11:27.960 --> 00:11:33.065
Um, so yeah, you have 956 associated
members on LinkedIn, so Yeah, we, we have
00:11:33.385 --> 00:11:35.190
Interesting, we have 550 employees, so.
00:11:35.190 --> 00:11:35.550
Gotcha.
00:11:36.030 --> 00:11:39.690
Um, so yeah, so what are, what are some
of those learnings and, and what sort
00:11:39.690 --> 00:11:42.690
of mistakes and what would you have done
differently if you could go back in time?
00:11:43.320 --> 00:11:44.850
Yeah, I mean, there's a lot.
00:11:44.970 --> 00:11:49.560
Um, I think maybe I'll, I'll go from
like internal and then external.
00:11:49.560 --> 00:11:52.950
So from the internal side,
like one of the main things is.
00:11:53.880 --> 00:11:57.420
I think that you have to think
about hiring in like different
00:11:57.420 --> 00:12:01.620
increments, so you have to, because
we kind of like double revenue every
00:12:01.620 --> 00:12:04.980
six months usually, and we're just
like doubling scale pretty fast.
00:12:05.370 --> 00:12:09.270
You have to think, hire as hiring
is like can this person scale up?
00:12:09.715 --> 00:12:15.085
Right, and that might mean hiring
people that don't have the like
00:12:15.085 --> 00:12:20.065
traditional background of they've seen
and done this multiple times, right?
00:12:20.395 --> 00:12:23.845
Because sometimes those folks,
like when they join, they need
00:12:23.845 --> 00:12:26.570
to hire all of these people with
them in order to be able to do it.
00:12:26.970 --> 00:12:27.420
Right.
00:12:27.630 --> 00:12:29.730
And so I really try to look at slope.
00:12:29.940 --> 00:12:32.910
Like when I'm looking at hiring
someone, I look at slope and I think
00:12:32.910 --> 00:12:36.330
in the first couple of years I did a
little bit too much of like, ah, this
00:12:36.330 --> 00:12:38.280
person has seen this and done that.
00:12:38.280 --> 00:12:39.840
And like, that's gonna be a good fit.
00:12:40.200 --> 00:12:42.150
And a lot of times that isn't.
00:12:42.600 --> 00:12:47.340
Um, I think the other thing on hiring the,
I think we've done a good job of, but I've
00:12:47.340 --> 00:12:51.450
made a lot of mistakes along the way, is
you wanna hire from the legal industry.
00:12:51.660 --> 00:12:54.930
You also wanna hire people from
super high growth startups, right?
00:12:55.199 --> 00:12:59.130
Like to what you just said, the legal,
like the legal tech industry hasn't
00:12:59.130 --> 00:13:00.480
quite seen this level of growth.
00:13:00.480 --> 00:13:03.630
Not just from us, but from other companies
too, and our competitors, et cetera.
00:13:04.020 --> 00:13:07.980
And so sometimes hiring just from the
legal tech community, you're actually
00:13:07.980 --> 00:13:10.740
gonna have people that haven't actually
dealt with that level of growth.
00:13:10.980 --> 00:13:11.069
Yeah.
00:13:11.069 --> 00:13:14.280
So you, but if you hire, if you don't
hire from the legal tech community,
00:13:14.280 --> 00:13:16.170
you have zero domain knowledge, zero.
00:13:16.170 --> 00:13:16.260
Mm-hmm.
00:13:16.589 --> 00:13:19.230
And it will have huge, massive impacts on.
00:13:19.755 --> 00:13:23.415
How the product gets developed, who
you're listening to and things like that.
00:13:23.714 --> 00:13:26.594
So I think like mistakes I've
made along the way are just
00:13:27.015 --> 00:13:29.115
tweaking those different things.
00:13:29.265 --> 00:13:32.925
Like there have been time periods where
I didn't hire enough domain experts
00:13:33.104 --> 00:13:34.724
and we made wrong product choices.
00:13:35.084 --> 00:13:37.545
There are times when I hired
too many domain experts and
00:13:37.545 --> 00:13:38.594
we didn't have enough scale.
00:13:38.895 --> 00:13:39.255
Right.
00:13:39.495 --> 00:13:40.694
Um, and so.
00:13:40.915 --> 00:13:41.215
You.
00:13:41.215 --> 00:13:45.055
You just kind of need to combine
those and do a good job of it.
00:13:45.444 --> 00:13:50.545
And I think the other thing too that I
really en enjoy doing is how do you teach
00:13:50.545 --> 00:13:52.555
domain experts how to do the scale, right?
00:13:52.555 --> 00:13:55.855
Like we have so many lawyers on
our team and a lot of lawyers
00:13:55.855 --> 00:13:56.845
have turned into just PMs.
00:13:57.295 --> 00:14:00.235
Like they're just now a software
PM at Harvey with a lawyer
00:14:00.265 --> 00:14:01.405
with a legal background, right?
00:14:01.555 --> 00:14:02.574
That happens all the time.
00:14:02.875 --> 00:14:04.255
And I'm looking more at like.
00:14:04.670 --> 00:14:08.390
How do you create a pathway that this
is like an alternative career for
00:14:08.390 --> 00:14:12.290
lawyers, where you jump into our company
and we figure out like, which part of
00:14:12.290 --> 00:14:14.390
the company are you gonna like go to?
00:14:14.810 --> 00:14:17.180
And it's more than just being a lawyer.
00:14:17.180 --> 00:14:20.120
It's like a combination of a
lawyer, the legal domain plus
00:14:20.120 --> 00:14:21.530
like the expertise in that.
00:14:22.314 --> 00:14:22.645
Right.
00:14:23.125 --> 00:14:25.615
So I think on the internal side,
a lot of the mistakes I've made
00:14:25.615 --> 00:14:29.275
is just like figuring out which
knob to turn in terms of hiring.
00:14:29.425 --> 00:14:29.725
Right.
00:14:30.235 --> 00:14:35.305
Um, and then I think on the external
side, like on the customer side, like
00:14:35.694 --> 00:14:39.145
one of the things that we definitely,
I, I kind of regret, but I'm not totally
00:14:39.145 --> 00:14:41.875
sure what the alternative would've been,
is that wait list in the beginning.
00:14:42.175 --> 00:14:42.235
Yeah.
00:14:42.295 --> 00:14:44.875
Um, you know, like I'll,
I'll confront it straight up.
00:14:44.875 --> 00:14:47.755
Like one thing, and I've said
this a couple times, but.
00:14:48.330 --> 00:14:52.830
When we signed a and o Sherman,
we had four people on our team.
00:14:53.280 --> 00:14:53.490
Wow.
00:14:53.490 --> 00:14:54.660
Like literally four people.
00:14:54.660 --> 00:14:59.070
So we did a 4,000 person
rollout with four people.
00:14:59.730 --> 00:15:02.490
Um, and what happened in this
process is I reached out to
00:15:02.490 --> 00:15:03.630
basically every single firm.
00:15:04.260 --> 00:15:05.010
They all ignored me.
00:15:05.550 --> 00:15:09.540
And then basically, um, and then a
and o Sherman was super interested
00:15:09.540 --> 00:15:13.560
and they did a pilot, and then the
press about a and o Sherman came out.
00:15:14.235 --> 00:15:19.185
And all of a sudden a lot of people
reach back out and we kind of had to
00:15:19.425 --> 00:15:23.145
put like a wait list in place 'cause we
were four people and we couldn't, we, we
00:15:23.145 --> 00:15:25.395
physically could not onboard more folks.
00:15:25.455 --> 00:15:25.785
Right.
00:15:26.595 --> 00:15:29.355
I think I could have handled that
better though by like explaining
00:15:29.355 --> 00:15:32.775
that that's why the wait list is
there and building more in public.
00:15:32.925 --> 00:15:33.255
Right.
00:15:33.615 --> 00:15:36.465
Um, and we're trying to do
that with like memory, right.
00:15:36.525 --> 00:15:39.135
Where what we're trying to
do is, we've built a lot of
00:15:39.135 --> 00:15:41.175
memory, but we were trying to.
00:15:41.430 --> 00:15:46.079
Do like the next step of memory by
building it with the industry and
00:15:46.079 --> 00:15:49.620
inviting them to kind of help us,
like, here's the different security
00:15:49.620 --> 00:15:50.910
configurations that we'd want.
00:15:50.910 --> 00:15:53.160
Here's the different, how it
interacts with retention windows.
00:15:53.610 --> 00:15:56.640
I think an interesting piece of
like memory is the memory between
00:15:56.850 --> 00:15:59.850
a law firm and their, you know,
their client, their in-house team.
00:15:59.850 --> 00:16:00.990
How do you navigate that?
00:16:01.470 --> 00:16:06.270
So I'm trying to at least take those
learnings, um, and put them into like
00:16:06.300 --> 00:16:07.860
our product development in the future.
00:16:08.564 --> 00:16:08.834
Yeah.
00:16:08.834 --> 00:16:13.875
So that was a big announcement
recently is the, uh, memory capability.
00:16:14.744 --> 00:16:18.194
Um, the, the frontier models
have had that for a while.
00:16:18.464 --> 00:16:18.555
Yeah.
00:16:18.555 --> 00:16:20.775
But you, you guys are
just now implementing it.
00:16:21.224 --> 00:16:26.594
And tell me a little bit about, like, I,
because memory is a, a tricky subject.
00:16:26.594 --> 00:16:34.635
The context windows of LLMs is very
finite and it can lose track like I was.
00:16:35.265 --> 00:16:39.495
I'm a big Ethan Molik fan,
and he was talking through his
00:16:39.495 --> 00:16:41.745
approach to vibe coding on Claude.
00:16:42.225 --> 00:16:42.375
Yep.
00:16:42.435 --> 00:16:47.985
And what, Claude has some, um, some
strategies to manage that context window
00:16:47.985 --> 00:16:53.265
where basically it will write code,
compile it, get to a certain checkpoint,
00:16:53.265 --> 00:16:59.295
and then essentially summarize in
notes to manage the memory better.
00:16:59.295 --> 00:17:01.455
So like, um.
00:17:02.085 --> 00:17:05.625
First of all, I guess maybe
just give us a, a broad overview
00:17:05.625 --> 00:17:08.775
of, of the capabilities that
you guys have built Yeah.
00:17:08.775 --> 00:17:12.285
And what it means to how, how
your clients use your platform.
00:17:12.645 --> 00:17:12.944
Yeah.
00:17:12.944 --> 00:17:17.895
So I would think of memory maybe at like
an even higher level of like four tiers.
00:17:18.224 --> 00:17:23.264
It would be personal memory, and then it
would be matter memory, and then it would
00:17:23.264 --> 00:17:28.095
be client memory and then institutional
memory, which is the entire firm.
00:17:28.514 --> 00:17:29.710
That's like basically how I look at it.
00:17:30.510 --> 00:17:31.140
Interesting.
00:17:31.140 --> 00:17:35.400
And again, I would imagine that,
I mean, memory is, is finite.
00:17:35.400 --> 00:17:38.850
So how, how do you prioritize those?
00:17:38.850 --> 00:17:40.650
Because you can't remember everything.
00:17:40.740 --> 00:17:40.830
Yep.
00:17:40.830 --> 00:17:43.320
So what, how, how, how do
you guys think about that?
00:17:43.680 --> 00:17:47.610
Yeah, so the two, the two in order of
like the ones that we're working on
00:17:47.670 --> 00:17:52.380
first is basically personal lawyer memory
and then, uh, client matter memory.
00:17:52.650 --> 00:17:54.870
And you can think of client
matter memory actually as like
00:17:54.960 --> 00:17:56.730
very connected to shared spaces.
00:17:57.615 --> 00:18:02.235
So you can think of how do you basically
capture all of the memory of all the
00:18:02.235 --> 00:18:06.645
work that is being done by all of the
lawyers that are in a shared space, right?
00:18:06.825 --> 00:18:10.245
And those lawyers can be on the
law firm side, but they can also
00:18:10.245 --> 00:18:11.960
be on the in-house client side too.
00:18:12.595 --> 00:18:12.925
Right.
00:18:13.314 --> 00:18:16.165
Um, personal memory, the way
that we're doing it is we're just
00:18:16.165 --> 00:18:17.544
gonna match the retention window.
00:18:17.875 --> 00:18:18.205
Right.
00:18:18.475 --> 00:18:23.814
Um, and there's a, the one like major
breakthrough that we are working on,
00:18:24.115 --> 00:18:27.445
uh, that I don't think the big labs are
going to solve first just because it's
00:18:27.445 --> 00:18:33.415
not as necessary for them, is how do you
basically take documents and you make them
00:18:33.564 --> 00:18:37.225
like the metadata from those documents,
an artifact that is in the memory.
00:18:37.585 --> 00:18:38.245
Does that make sense?
00:18:38.425 --> 00:18:38.545
Yeah.
00:18:38.545 --> 00:18:43.195
Like the, and the reason why this isn't
happening yet is if you think about
00:18:43.195 --> 00:18:48.445
most of the usage from, from Claude and
from especially OpenAI and Chat, GBT
00:18:48.925 --> 00:18:52.885
document uploads is just like not a large
part of what people are using that for.
00:18:53.005 --> 00:18:53.335
Right?
00:18:53.605 --> 00:18:54.865
Whereas in legal.
00:18:55.245 --> 00:18:59.835
Document uploads is basically everything,
like almost all of your work is just based
00:18:59.835 --> 00:19:01.635
off of documents that are uploaded, right?
00:19:01.965 --> 00:19:05.504
Or, or a bunch of documents that you're
referencing and doing retrieval over.
00:19:05.835 --> 00:19:08.565
And so one thing that I think
is really interesting about
00:19:08.565 --> 00:19:10.455
the personal memory side is.
00:19:11.015 --> 00:19:15.275
Can you take these documents, take all
the metadata out of them, and then store
00:19:15.275 --> 00:19:16.805
them into some sort of vector database?
00:19:16.805 --> 00:19:17.045
Right.
00:19:17.045 --> 00:19:21.605
And, and the way that you could do this is
you could do it on a weekly rolling basis.
00:19:21.905 --> 00:19:25.325
So in other words, you take everything
that someone has uploaded and all of
00:19:25.325 --> 00:19:29.735
the work that they've done, and then you
decide at the end of the week what part
00:19:29.765 --> 00:19:35.375
of that, what decision traces from that
piece, what artifacts and decision traces,
00:19:35.765 --> 00:19:37.835
artifacts would be like the documents.
00:19:38.125 --> 00:19:41.455
Decision traces would be how you
interacted with those documents
00:19:41.784 --> 00:19:44.995
and how do you put those into
a piece of personal memory.
00:19:45.235 --> 00:19:45.565
Right.
00:19:45.895 --> 00:19:49.735
And OpenAI and Anthropic haven't built
this yet and they're, they're obviously
00:19:49.735 --> 00:19:53.155
probably gonna work on it eventually,
but I think that document-based memory
00:19:53.155 --> 00:19:55.045
becomes really, really interesting.
00:19:55.315 --> 00:19:57.004
And I don't think this
will work without it.
00:19:57.870 --> 00:19:58.230
I see.
00:19:58.230 --> 00:20:05.370
And then, uh, I, when, when memory first
came out, I, I dove into it in in chat pt.
00:20:05.370 --> 00:20:09.330
And one thing that, I don't know if
this is still the case, but you used
00:20:09.330 --> 00:20:12.750
to be able to go into preferences and
you could actually see the facts that
00:20:12.750 --> 00:20:14.879
chat GPT was remembering about you.
00:20:15.090 --> 00:20:17.580
And a lot of them were like,
way off base, were wrong.
00:20:18.000 --> 00:20:18.300
Yeah.
00:20:18.300 --> 00:20:19.020
They were wrong.
00:20:19.020 --> 00:20:21.480
And it gave you the ability
to go in and delete 'em.
00:20:21.870 --> 00:20:21.990
Yep.
00:20:21.990 --> 00:20:26.669
So is there, um, is there any
sort of like QA around memory.
00:20:26.980 --> 00:20:28.330
That's exactly what we're gonna do.
00:20:28.390 --> 00:20:28.660
Right.
00:20:28.665 --> 00:20:28.700
Okay.
00:20:28.705 --> 00:20:30.610
And that's how that, that
weekly thing could work.
00:20:30.610 --> 00:20:30.940
Right?
00:20:30.940 --> 00:20:33.700
So you built, what you could
do is basically you turn
00:20:33.700 --> 00:20:35.080
it on for a week, right?
00:20:35.140 --> 00:20:37.445
And then at the end of the week
you have basically your like.
00:20:38.340 --> 00:20:41.639
Map, like your memory map is
maybe what I would think of it as.
00:20:41.820 --> 00:20:44.430
And you have artifacts over
here with like all the metadata
00:20:44.790 --> 00:20:45.870
associated with the artifacts.
00:20:45.870 --> 00:20:47.400
That would be like work product, right?
00:20:47.820 --> 00:20:51.090
And then you have your decision
traces is what I like to call them.
00:20:51.330 --> 00:20:54.360
But it's basically like how you
interacted with that work product.
00:20:54.480 --> 00:20:54.810
Right?
00:20:55.080 --> 00:20:58.379
So the example of this would be, or
the simplest example of this would be
00:20:58.800 --> 00:21:03.840
if you're redlining a document, there
is no, all there is is basically the
00:21:03.840 --> 00:21:06.240
data on the change, like track changes.
00:21:06.460 --> 00:21:09.760
There's nothing that is
capturing why you made that edit.
00:21:10.990 --> 00:21:14.080
I think that's actually a super
like very important distinction.
00:21:14.290 --> 00:21:14.770
Yeah, right.
00:21:15.010 --> 00:21:19.330
Like capturing just the red lines
and just the edit isn't a decision.
00:21:19.690 --> 00:21:23.290
That's not why you made that edit
and it's gonna be harder to improve.
00:21:23.590 --> 00:21:27.250
The best way to think about this is if
you're working with somebody else, right?
00:21:27.700 --> 00:21:30.879
And all you do is redline
without comments in the bubble.
00:21:31.090 --> 00:21:31.524
How much do you learn?
00:21:32.835 --> 00:21:33.735
Way less.
00:21:33.885 --> 00:21:34.215
Right?
00:21:34.455 --> 00:21:38.985
Like those comment bubbles is actually
why I learned if all I did was like I
00:21:38.985 --> 00:21:43.635
gave to, you know, a senior, a partner or
someone else, hey, like, here's my doc.
00:21:43.635 --> 00:21:48.495
And they sent me back red lines and there
was no discussion in those red lines.
00:21:48.825 --> 00:21:51.495
That's basically the data sets
that we have available today.
00:21:51.945 --> 00:21:52.275
Right.
00:21:52.605 --> 00:21:55.365
And what you, the data set that
you want, and this is a simple
00:21:55.365 --> 00:21:57.915
version, but it's this at scale is.
00:21:58.274 --> 00:22:02.895
I made this red line, I approve this,
or I use X, Y, Z and here's why.
00:22:03.105 --> 00:22:04.004
Here's why I approved it.
00:22:04.215 --> 00:22:05.475
Here's why I said no to this.
00:22:05.564 --> 00:22:07.034
Here's why I use the backup clause.
00:22:07.064 --> 00:22:07.274
Right?
00:22:07.274 --> 00:22:08.745
Like things like that fallback clause.
00:22:09.135 --> 00:22:13.215
Um, and so I think that if we can
get that right for personal, we
00:22:13.215 --> 00:22:14.865
can start scaling that, right?
00:22:15.135 --> 00:22:18.195
And for, for the other layers of it.
00:22:18.254 --> 00:22:18.645
Right?
00:22:18.885 --> 00:22:21.735
I think you're gonna have to start
doing more and more, kind of like
00:22:21.735 --> 00:22:24.014
you're gonna have to change retention
windows and things like that.
00:22:24.014 --> 00:22:24.254
Right.
00:22:25.064 --> 00:22:27.135
There is going to be some
trade off here, right?
00:22:27.135 --> 00:22:31.784
Like if you have 30 day retention, you
cannot have decision traces and everything
00:22:31.784 --> 00:22:33.764
like that on memory for six years ago.
00:22:33.824 --> 00:22:34.935
Like it's, you can't do that.
00:22:34.965 --> 00:22:35.294
Right?
00:22:35.594 --> 00:22:38.084
Um, and so we're gonna have to
make some trade offs and people can
00:22:38.084 --> 00:22:41.175
just choose and you might be able
to turn it on for certain matters.
00:22:41.445 --> 00:22:43.695
Just say, Hey, in an engagement
letter you can turn on this.
00:22:43.695 --> 00:22:44.445
Or you, you can't.
00:22:45.495 --> 00:22:46.064
Interesting.
00:22:46.064 --> 00:22:46.334
Yeah.
00:22:46.334 --> 00:22:48.824
If you think about the red
lines as data, the comments are
00:22:48.824 --> 00:22:50.235
really kind of the metadata.
00:22:50.745 --> 00:22:50.925
Correct.
00:22:50.955 --> 00:22:54.014
And, and that's, that is,
that is knowledge that.
00:22:54.705 --> 00:22:58.695
Valuable knowledge, arguably more
important than the data itself because
00:22:58.695 --> 00:23:03.465
it, it's, it's the logic behind, you
know, the action that took place.
00:23:03.465 --> 00:23:04.785
I think it's much more valuable.
00:23:04.815 --> 00:23:05.175
Yeah.
00:23:05.475 --> 00:23:08.805
Um, it's much, much more valuable
for improving the systems.
00:23:09.015 --> 00:23:11.745
I mean, it's the same for improving
the work of a lawyer, right?
00:23:11.805 --> 00:23:13.365
Like that's the feedback that's valuable.
00:23:13.605 --> 00:23:14.355
Exactly.
00:23:14.805 --> 00:23:15.135
Yeah.
00:23:15.135 --> 00:23:19.305
So, um, let's talk a little bit about
like your partnership strategy and Yeah.
00:23:19.935 --> 00:23:20.220
You know, we've.
00:23:21.165 --> 00:23:25.785
We've talked to you guys, you, when you
guys have shared spaces, Lara has portal,
00:23:25.785 --> 00:23:32.415
these are kind of client facing workspaces
where, um, that are practice of law
00:23:32.415 --> 00:23:34.395
focused for the most part, it sounds like.
00:23:34.395 --> 00:23:34.485
Yep.
00:23:35.115 --> 00:23:41.535
And, um, we're actually excited
about the prospect of this is like
00:23:41.535 --> 00:23:45.135
the interaction, the tech that is.
00:23:45.524 --> 00:23:51.645
Sits between the client and the law firm
has been neglected so badly for so long,
00:23:51.649 --> 00:23:55.365
very long time for a very long time,
and that's due to a couple of factors.
00:23:55.365 --> 00:23:59.534
One is I think there's just been,
you know, on the legal extranet
00:23:59.534 --> 00:24:02.475
side, there's been one player in
that space that's largely gone
00:24:02.475 --> 00:24:05.355
unchallenged in the last 10, 15 years.
00:24:05.774 --> 00:24:12.375
And then also there's another dynamic,
which is law firms share as little.
00:24:12.780 --> 00:24:15.030
Information as necessary.
00:24:15.390 --> 00:24:15.720
Right.
00:24:15.720 --> 00:24:18.660
It's kind of on an as
a need to know basis.
00:24:18.660 --> 00:24:22.680
Yeah, and you know, that's a lo very
much a lawyer mindset and main makes
00:24:22.680 --> 00:24:26.760
a lot of sense when you're, when
you're, when that thinking happens
00:24:26.760 --> 00:24:28.230
in the context of a legal matter.
00:24:28.560 --> 00:24:32.580
Any extraneous information that I may
share with you could end up being li a
00:24:32.580 --> 00:24:38.400
liability and used against me, but in
managing a relationship that paradigm.
00:24:38.834 --> 00:24:45.375
Is counterproductive because you want your
partners, uh, your clients to feel like
00:24:45.375 --> 00:24:49.665
it's a partnership and you want to create
transparency around the relationship.
00:24:49.995 --> 00:24:52.304
Like you know how much
they're spending with you.
00:24:52.544 --> 00:24:54.885
I've literally had conversations with.
00:24:55.545 --> 00:24:57.465
Folks on the law firm side,
and they're like, yeah, we
00:24:57.465 --> 00:24:58.545
don't wanna share financials.
00:24:58.875 --> 00:25:02.025
And I was like, well, you, you
know, they have that, the data,
00:25:02.085 --> 00:25:02.955
this is a bill eventually.
00:25:02.955 --> 00:25:03.105
Right?
00:25:03.915 --> 00:25:05.775
They know how much
they're spending with you.
00:25:05.775 --> 00:25:10.305
You not telling them isn't
going to, um, impair their
00:25:10.305 --> 00:25:11.655
ability to answer that question.
00:25:11.895 --> 00:25:14.895
But I think this is just, you know,
again, the kind of the lawyer mindset.
00:25:14.895 --> 00:25:15.195
So.
00:25:15.580 --> 00:25:19.689
We are really excited about you guys
and Leg coming in and putting some
00:25:19.810 --> 00:25:25.270
investment in that space between law
firm and client that like interop layer.
00:25:25.959 --> 00:25:26.470
Um.
00:25:27.135 --> 00:25:31.245
Like, tell me more broadly, like
strategy wise, like how are you guys
00:25:31.245 --> 00:25:36.525
thinking about partnering with other
vendors in the legal tech, tech space?
00:25:36.825 --> 00:25:39.255
What's your, uh, what is
your thinking on that?
00:25:39.765 --> 00:25:41.205
Yeah, so, so two things.
00:25:41.205 --> 00:25:44.115
One, to your other point of like
sharing information, I think
00:25:44.115 --> 00:25:48.405
there's a huge difference between
giving firms the option to share
00:25:48.405 --> 00:25:50.325
information and protecting ip, right?
00:25:50.415 --> 00:25:50.505
Mm-hmm.
00:25:50.745 --> 00:25:52.245
So like one thing like.
00:25:52.709 --> 00:25:55.530
I do think like a lot of firms are
gonna want to build a bunch of these
00:25:55.530 --> 00:25:57.659
systems and all of that IP is theirs.
00:25:57.840 --> 00:26:01.350
And if they don't wanna share that IP with
the client, that's fine, because actually
00:26:01.350 --> 00:26:04.919
like that's their know-how and it's, or
it's market data or things like that.
00:26:04.919 --> 00:26:06.480
And so that's completely up to them.
00:26:07.410 --> 00:26:11.070
And then you just allow for all the
options on the other side, right?
00:26:11.070 --> 00:26:15.600
So protect IP at all costs, but then allow
them to share the things that they want.
00:26:15.900 --> 00:26:20.010
So like in, in our platform, if
you wanna share a workflow, you
00:26:20.010 --> 00:26:23.250
can show how the workflow is built,
or you can completely hide it.
00:26:23.475 --> 00:26:25.395
And not show any of the
prompts and that's it.
00:26:25.425 --> 00:26:25.815
Right.
00:26:25.935 --> 00:26:29.505
And I think like you just want both of
those options to protect the law firms,
00:26:29.745 --> 00:26:33.225
you know, special sauce, et cetera,
and to make it so that if they do wanna
00:26:33.225 --> 00:26:34.905
share it in some instances they can.
00:26:34.905 --> 00:26:35.205
Right.
00:26:35.655 --> 00:26:39.795
Um, then to your partnership point, like
I think it's been pretty obvious last year
00:26:39.795 --> 00:26:44.235
that we have been taking like it insanely,
we will partner with everyone, um, route
00:26:44.235 --> 00:26:45.855
and, and that's how I feel about it.
00:26:45.975 --> 00:26:48.225
Um, I think the reality is like.
00:26:48.540 --> 00:26:51.210
The domain knowledge you
need to build a really good
00:26:51.210 --> 00:26:54.000
product in this field is crazy.
00:26:54.240 --> 00:26:58.379
Like you need so much domain knowledge
and it takes a really long time to build
00:26:58.379 --> 00:26:59.970
these things right and build them right.
00:27:00.360 --> 00:27:00.600
Right.
00:27:00.600 --> 00:27:03.840
And Gen AI sure speeds up like
how fast you can build stuff, but
00:27:03.840 --> 00:27:08.070
it still takes a lot of domain
expertise and a lot of these companies
00:27:08.070 --> 00:27:10.050
have built up trust over decades.
00:27:10.949 --> 00:27:13.709
Like not just years,
multiple, multiple decades.
00:27:14.189 --> 00:27:18.899
And so to me, I've always thought of it
as we just wanna partner with everyone
00:27:18.899 --> 00:27:20.490
that is willing to partner with us, right?
00:27:20.490 --> 00:27:24.240
I mean, as long as there aren't like
crazy terms, um, but we'll partner with
00:27:24.449 --> 00:27:27.149
everyone in the ecosystem that we can.
00:27:27.179 --> 00:27:31.110
Um, and the way that we've been doing
this so far is completely customer driven.
00:27:31.229 --> 00:27:32.129
It's just user driven.
00:27:33.360 --> 00:27:36.929
A bunch of users will say, Hey, like the
way that I'm doing this right now is I'm
00:27:37.260 --> 00:27:41.159
pulling a bunch of stuff out of here and
then I'm grabbing that and I'm comparing
00:27:41.159 --> 00:27:45.000
it to this, and then I'm putting it into
Harvey and it's like I have 17 tabs open.
00:27:45.450 --> 00:27:45.840
Right?
00:27:46.590 --> 00:27:49.320
And so the way that it
always goes is from there.
00:27:49.320 --> 00:27:52.200
And then we go and we reach
out jointly to the, to the
00:27:52.200 --> 00:27:53.520
folks and we partner with them.
00:27:53.520 --> 00:27:58.530
So my point is, we are not trying to
rebuild the entire legal tech stack.
00:27:59.730 --> 00:28:01.080
That's not what we're trying to do.
00:28:01.470 --> 00:28:03.810
We are trying to win where we
think we have a right to win
00:28:04.020 --> 00:28:04.930
and partner everywhere else.
00:28:05.955 --> 00:28:09.764
I mean, it would be, I would imagine
your investors would take exception
00:28:09.824 --> 00:28:16.514
if you started rebuilding the entire
legal tech stack that a law firm uses.
00:28:16.514 --> 00:28:17.925
Like they wanna keep you focused.
00:28:17.925 --> 00:28:17.985
Yeah.
00:28:18.585 --> 00:28:24.284
I mean, our investors, um, we've taken
a small amount of, of VC money and that.
00:28:24.570 --> 00:28:26.220
That is a constant message.
00:28:26.610 --> 00:28:28.409
Focus, focus, focus.
00:28:28.409 --> 00:28:31.560
Because it's easy to get
caught chasing shiny objects.
00:28:31.560 --> 00:28:31.620
Yeah.
00:28:31.949 --> 00:28:37.199
When you've got a really talented tech
team and they can do a lot of amazing
00:28:37.199 --> 00:28:40.260
things and keeping your head down.
00:28:40.470 --> 00:28:43.350
So I think that's a, that's
a really smart strategy.
00:28:44.010 --> 00:28:48.600
How much like I, I saw the
announcement with Adder and I see.
00:28:49.170 --> 00:28:53.490
I see how AddRan, how
Harvey can inform AddRan.
00:28:53.520 --> 00:28:58.350
Like, so for example, maybe it's in a
timekeeping capacity keeping track of
00:28:58.350 --> 00:29:02.580
what matters you had open in Harvey that
maybe creates some draft time entries.
00:29:02.880 --> 00:29:03.030
Yep.
00:29:03.030 --> 00:29:08.400
But in the other direction, I wasn't
as clear how, how AddRan could
00:29:08.400 --> 00:29:12.280
help in, um, on the Harvey side,
do you have any context on that?
00:29:12.899 --> 00:29:13.290
Yeah.
00:29:13.290 --> 00:29:17.730
I mean a lot of it is just, I think
that the more work that's being done in
00:29:17.730 --> 00:29:23.010
Harvey, the more you can have insight
into like, what is the ROI of that work?
00:29:23.310 --> 00:29:23.610
Right?
00:29:23.700 --> 00:29:26.879
Um, and I think like that's where
that data gets really interesting.
00:29:27.090 --> 00:29:31.680
Like the number one request I get from law
firms right now is, can you help us show
00:29:31.680 --> 00:29:34.320
the ROI of using Harvey to our clients?
00:29:34.980 --> 00:29:38.010
That is the number one
request, like by far, right?
00:29:38.070 --> 00:29:41.130
Um, it's a really hard industry
problem, like really hard, right?
00:29:41.130 --> 00:29:45.030
Because the problem is these tools,
including Harvey, they don't do
00:29:45.030 --> 00:29:46.410
like the work from start to finish.
00:29:47.189 --> 00:29:47.669
Right, right.
00:29:47.669 --> 00:29:50.580
They do piecemeal parts of the,
the work, even like the workflows
00:29:50.580 --> 00:29:53.520
we build, like they don't do the
entire task from start to finish.
00:29:53.520 --> 00:29:54.810
You still want a lawyer in the loop.
00:29:55.260 --> 00:29:58.919
And so it's really hard to basically
go out and be like, yeah, this is
00:29:58.919 --> 00:30:01.919
exactly how much money I've saved
you and how much time I've saved.
00:30:02.129 --> 00:30:02.550
Right?
00:30:03.030 --> 00:30:07.860
And so any partnerships that help you get
more data on that is really useful, right?
00:30:08.159 --> 00:30:11.669
Um, and it just helps the law firms
explain like, Hey, this is how we're
00:30:11.669 --> 00:30:16.470
using AI and this is the benefit to you
and I, I, I do think what's gonna happen.
00:30:16.875 --> 00:30:21.045
If not this year, I think next year for
sure, but I, I think it'll happen this
00:30:21.045 --> 00:30:25.410
year is we're gonna start talking more
about like net new things being done.
00:30:26.145 --> 00:30:27.975
Instead of just like time savings.
00:30:28.185 --> 00:30:28.515
Right.
00:30:28.875 --> 00:30:34.305
So is there a project that you
got done in, you know, X amount of
00:30:34.305 --> 00:30:37.605
time that allowed you to do another
project that would've never happened?
00:30:37.965 --> 00:30:38.325
Right.
00:30:38.595 --> 00:30:41.295
That's the type of stuff that I
think gets really interesting.
00:30:41.595 --> 00:30:45.750
Um, and I think that will happen from both
the law firm side and the in-house side.
00:30:45.830 --> 00:30:47.055
I'll give you an example of one.
00:30:47.475 --> 00:30:50.265
Uh, there was recently a law
firm that we were working with.
00:30:50.620 --> 00:30:54.580
That had this like client that wanted to
do this like large contract work, right.
00:30:54.850 --> 00:30:58.090
And they normally wouldn't take it
on because it was just like very
00:30:58.090 --> 00:31:00.490
mundane, like looking through a
bunch of contracts and pulling out
00:31:00.490 --> 00:31:03.790
a certain type of clause and they
wouldn't normally take that work on.
00:31:03.855 --> 00:31:05.919
'cause it was, it was estimated
to take like 18 months.
00:31:06.340 --> 00:31:07.450
It's like a crazy amount of time.
00:31:07.780 --> 00:31:08.139
Right.
00:31:08.500 --> 00:31:12.909
Um, and they were able to take that
work on and do it like pretty quickly.
00:31:13.360 --> 00:31:17.020
And then they got an extra, like basically
there was an m and a that happened later
00:31:17.020 --> 00:31:18.310
on and they got work from that too.
00:31:18.705 --> 00:31:23.385
So like that sort of story I think is
gonna start happening more and more.
00:31:23.865 --> 00:31:24.585
Yeah, I know.
00:31:24.585 --> 00:31:33.195
It's, um, I think that all of this
change that AI is, is forcing into the,
00:31:33.945 --> 00:31:38.745
into the business model in law firms is
actually exciting and it's been such.
00:31:39.389 --> 00:31:43.889
Um, you know, there's a funny metaphor
I use every once in a while, which is
00:31:43.919 --> 00:31:48.300
if Rip Van Winkle woke up, woke up, the
only thing he'd recognize is a law firm.
00:31:50.220 --> 00:31:51.510
You know, because Nothing else.
00:31:51.750 --> 00:31:53.939
Yeah, because it's,
it, it has not changed.
00:31:53.939 --> 00:32:00.300
It's been like the last holdout in the
digital transformation story, um, that
00:32:00.300 --> 00:32:06.330
has already taken root in so many other
industries, not all, but most, and.
00:32:06.735 --> 00:32:10.514
The, the legal world has really been, um.
00:32:11.580 --> 00:32:12.900
It just hasn't happened there.
00:32:12.900 --> 00:32:16.710
So this, this creates a lot of
opportunity from my perspective, but
00:32:16.710 --> 00:32:18.150
people have to think differently.
00:32:18.570 --> 00:32:20.940
Yeah, and like one of the things,
one of the challenges, I'd be
00:32:20.940 --> 00:32:22.380
curious, your perspective on this.
00:32:22.470 --> 00:32:27.150
One of the challenges I see
is like law firm culture.
00:32:27.910 --> 00:32:29.980
It tends to be very conservative.
00:32:30.040 --> 00:32:32.440
It tends to be fairly change resistant.
00:32:32.590 --> 00:32:34.930
It views technology historically.
00:32:35.170 --> 00:32:37.060
These things are true, they're changing.
00:32:37.150 --> 00:32:42.970
But, um, it, it views technology really
kind of as a, an expense to be managed.
00:32:43.090 --> 00:32:44.830
It has a, it's never
been a differentiator.
00:32:45.100 --> 00:32:49.780
Like you will not go to one AmLaw site
even probably today, but certainly
00:32:49.780 --> 00:32:51.490
not pre at GPT where they go.
00:32:52.410 --> 00:32:53.430
Check out our tech.
00:32:53.460 --> 00:32:56.220
Like yeah, it's, you know, it's like,
no, it's like, look at our amazing
00:32:56.220 --> 00:33:01.260
lawyers, look at all the wins that we've
put on the scoreboard and which makes
00:33:01.260 --> 00:33:06.030
sense, like, um, but it, it, you know,
there's needs to be a different mindset.
00:33:06.300 --> 00:33:09.570
And I'm curious, you're probably,
you're on the front lines of this.
00:33:09.570 --> 00:33:11.875
You're seeing firms change.
00:33:12.554 --> 00:33:17.264
Their, their perspective on how,
what technology means to the strategy
00:33:17.264 --> 00:33:18.705
of their business in real time.
00:33:18.885 --> 00:33:22.514
Like yeah, you're probably
closer than anyone else to that.
00:33:22.514 --> 00:33:23.804
So like, how.
00:33:24.300 --> 00:33:26.040
Like, how is that, is that happening?
00:33:26.040 --> 00:33:30.840
Is it a small group that, that see the
value and they're pulling the rest?
00:33:30.840 --> 00:33:32.670
Are they all kind of coming willingly?
00:33:32.670 --> 00:33:33.660
Like, what does that look like?
00:33:33.660 --> 00:33:37.920
Yeah, it changes every three months,
um, in a positive direction, I'd say.
00:33:37.920 --> 00:33:38.220
Oh, good.
00:33:38.220 --> 00:33:41.220
I wi with some like step backs,
but, but I think it changes pretty
00:33:41.220 --> 00:33:42.450
positively every three months.
00:33:42.960 --> 00:33:47.250
And the thing that I, the narrative
that I've found that works the best,
00:33:47.250 --> 00:33:51.450
or I've heard work the best internally
is this is actually just like.
00:33:51.745 --> 00:33:56.035
You say that folks don't talk about their
tech differentiation, they do talk about
00:33:56.035 --> 00:34:01.195
their client service differentiation
and like this is just that on steroids.
00:34:01.495 --> 00:34:01.855
Right?
00:34:02.185 --> 00:34:05.515
And so I think like that's one way that
some of these firms are starting to
00:34:05.515 --> 00:34:10.405
think about this is not just, Hey, we're
gonna build you a solution that automates
00:34:10.405 --> 00:34:12.595
due diligence and we give you that.
00:34:12.595 --> 00:34:13.945
And like that's, we're gonna
automate the whole thing.
00:34:14.035 --> 00:34:14.395
Right?
00:34:14.635 --> 00:34:15.355
No, it's not that.
00:34:15.415 --> 00:34:19.735
It's when we do an m and a,
this is our new way of doing it.
00:34:20.310 --> 00:34:20.670
Right.
00:34:20.909 --> 00:34:27.000
And so it's, it's definitely tech enabled,
but it still goes back to in this m and
00:34:27.000 --> 00:34:33.570
a in this client matter, this is what
we're going to do and these are pieces of
00:34:33.570 --> 00:34:36.210
it that seems to be working super well.
00:34:36.480 --> 00:34:39.960
And any advice that I'd give to
a firm that's pitching clients,
00:34:39.990 --> 00:34:41.219
that's how I would pitch it.
00:34:41.640 --> 00:34:45.390
I wouldn't pitch it as we built
this piece of technology and like
00:34:45.510 --> 00:34:46.920
that's why you should choose us.
00:34:47.100 --> 00:34:50.190
Instead, it should be, this is the
deal that we're about to work on.
00:34:50.730 --> 00:34:55.170
This is how we're gonna do parts of
that deal using ai, and this is how it's
00:34:55.170 --> 00:34:57.150
gonna be a better output outcome for you.
00:34:57.600 --> 00:34:57.930
Right?
00:34:58.260 --> 00:35:03.600
So in other words, like yes, technology
is involved, but the focus is just in
00:35:03.600 --> 00:35:05.820
this particular issue that you have.
00:35:06.195 --> 00:35:09.465
This is how we're going to
bring technology to solve it.
00:35:09.915 --> 00:35:11.805
I know it's kind of
like a nuanced framing.
00:35:11.865 --> 00:35:11.955
Mm-hmm.
00:35:12.195 --> 00:35:16.365
But it seems to be working super well
and the firms that are pitching it that
00:35:16.365 --> 00:35:20.925
way to their ma, like their executive
committees and also their clients, I
00:35:20.925 --> 00:35:22.875
think are getting a lot more traction.
00:35:23.175 --> 00:35:25.695
Then the firms that are pitching
it more as just like we use ai.
00:35:26.445 --> 00:35:27.765
Yeah, no, no doubt.
00:35:27.765 --> 00:35:33.015
And I think there's gonna be a.
Giant unbundling of legal services.
00:35:33.015 --> 00:35:39.975
Like in the past, you know, it's been a
very, um, soup to nuts offering, right?
00:35:39.975 --> 00:35:43.815
We take it from A to Z and you
know, we have the best people.
00:35:43.815 --> 00:35:48.134
It's been a, and it's been a very
human capital focused conversation.
00:35:48.134 --> 00:35:52.904
And now, and, and the opportunities for
efficiencies have been fairly limited.
00:35:52.904 --> 00:35:56.654
Like when was the last like
major legal tech innovation?
00:35:57.080 --> 00:35:59.810
I would argue it was probably Cloud elect.
00:35:59.810 --> 00:36:00.740
Well, cloud.
00:36:00.740 --> 00:36:01.070
Yeah.
00:36:01.070 --> 00:36:02.780
And they, and they just
got on board with that.
00:36:03.380 --> 00:36:06.260
Um, but maybe electronic research.
00:36:06.260 --> 00:36:06.320
Yeah.
00:36:06.410 --> 00:36:09.860
Um, prior to that email, which is
a little, a little bit ago, I think
00:36:09.920 --> 00:36:11.540
it's been a, it's been a while.
00:36:11.810 --> 00:36:13.670
It's been at least 25 years.
00:36:14.060 --> 00:36:16.490
Um, I mean, I still, I, it's been a while.
00:36:16.490 --> 00:36:19.280
I used to go out and do road shows and.
00:36:19.915 --> 00:36:24.924
Be in the law firms as late as
like 2019, like right before COVID.
00:36:25.044 --> 00:36:28.705
I was still doing them and I would
still, I would still see typewriters
00:36:29.095 --> 00:36:32.544
in 2019 and big libraries with books.
00:36:32.544 --> 00:36:36.174
And so yeah, I'll say I still
take a lot of handwritten notes.
00:36:36.750 --> 00:36:37.830
So, yeah, I do too.
00:36:37.830 --> 00:36:41.370
I mean, I EP right here that, that
I think, I feel like they've done
00:36:41.370 --> 00:36:44.160
a bunch of studies on this and like
you taking handwriting notes, like
00:36:44.160 --> 00:36:45.360
makes you remember things better.
00:36:45.360 --> 00:36:49.259
So yeah, there's some stuff we
gotta keep to Totally, uh, indeed.
00:36:49.710 --> 00:36:54.270
Um, so that's great that you're
seeing, you're seeing the dial move.
00:36:54.390 --> 00:36:57.300
Do you feel like it's moving fast enough?
00:36:57.300 --> 00:37:00.150
Because that's one of the
things that I, in other words.
00:37:01.259 --> 00:37:06.180
GCs have access to Harvey and
all these other tools too, right?
00:37:06.180 --> 00:37:06.240
Yeah.
00:37:06.270 --> 00:37:11.970
So law firms have to move at a
pace where in-house teams don't
00:37:11.970 --> 00:37:17.279
get so self-sufficient that the
work starts coming because law
00:37:17.279 --> 00:37:22.589
firms haven't, um, moved fast
enough to create offerings that.
00:37:23.385 --> 00:37:26.895
Make, bringing the work
in house not make sense.
00:37:26.895 --> 00:37:27.585
Not make sense.
00:37:27.585 --> 00:37:27.645
Yeah.
00:37:27.645 --> 00:37:28.155
Yeah.
00:37:28.155 --> 00:37:32.775
So do you, do you feel like we're
moving fast enough on the law firm side?
00:37:32.775 --> 00:37:33.855
Does the pace feel right?
00:37:33.855 --> 00:37:33.915
Um.
00:37:35.775 --> 00:37:37.785
I mean, I think it
definitely should be faster.
00:37:37.875 --> 00:37:45.045
Um, but I think like the nice advantage
that the firms have right now is the
00:37:45.045 --> 00:37:46.545
in-house teams are like pretty behind.
00:37:46.815 --> 00:37:49.485
So the in-house teams are like
about a year behind, I'd say.
00:37:49.695 --> 00:37:52.245
So like all of them now are
interested in like highlighting the
00:37:52.245 --> 00:37:54.465
tools and checking them out, but.
00:37:54.770 --> 00:37:57.470
They aren't at the point where
like change management across a
00:37:57.470 --> 00:37:59.240
lot of in-house teams has happened.
00:37:59.240 --> 00:38:01.970
They're not really, there's, some of them
are starting to think about like what is
00:38:01.970 --> 00:38:06.470
the in-house team of the future and stuff
like that, but it's way earlier on than
00:38:06.470 --> 00:38:08.750
I think the law firms in that instance.
00:38:09.050 --> 00:38:11.750
And so there's a really good opportunity,
and we're doing tons of this with
00:38:11.750 --> 00:38:15.230
shared spaces like there of the
announcements that we do around shared
00:38:15.230 --> 00:38:20.065
spaces are going to be involving an
in-house team like and a law firm.
00:38:20.670 --> 00:38:22.290
It's not going to be just a law firm.
00:38:22.440 --> 00:38:22.770
Right?
00:38:22.980 --> 00:38:26.640
Because I, I think that that is actually
what's gonna drive collaboration the most.
00:38:26.640 --> 00:38:28.680
I mean, you can't have
collaboration with one party.
00:38:29.490 --> 00:38:35.160
Um, and so I think that, I think that
what we're seeing is we have so many
00:38:35.160 --> 00:38:36.820
in-house teams that we're working with.
00:38:37.605 --> 00:38:40.155
The law firms actually teach
them how to use Harvey.
00:38:40.515 --> 00:38:43.875
And the law firms build really
interesting tech, not just on
00:38:43.875 --> 00:38:45.315
Harvey, but also internally.
00:38:45.435 --> 00:38:48.555
Like they have really cool tech internally
and we, you know, we're setting up an
00:38:48.555 --> 00:38:51.435
MCP and everything and we'll connect all
of that too, or the other way around.
00:38:51.435 --> 00:38:56.115
Some firms are setting up CPS themselves,
and my point with all of this is I
00:38:56.115 --> 00:38:59.115
think there's an incredible opportunity
for law firms to lean in here.
00:38:59.509 --> 00:39:02.779
And actually like help the
in-house teams on their journey.
00:39:03.140 --> 00:39:05.839
And I don't think the answer
to that should be, oh no.
00:39:05.839 --> 00:39:08.390
But then they're gonna learn everything
that we've done for them and take it.
00:39:08.390 --> 00:39:10.069
And that's not what's gonna happen.
00:39:10.129 --> 00:39:13.490
Like they're gonna basically
say, oh wow, this relationship is
00:39:13.490 --> 00:39:16.609
super powerful to me and I'm gonna
keep working with that law firm.
00:39:16.759 --> 00:39:17.060
Right?
00:39:17.270 --> 00:39:20.689
Like at the end of the day,
legal services is very personal.
00:39:21.270 --> 00:39:26.160
Very personal and especially at the high
levels of like who do I pick to, you know,
00:39:26.160 --> 00:39:31.560
do defend against this company defining
litigation or this company defining m and
00:39:31.560 --> 00:39:37.080
a. It's personal and if you show that you
are really willing to do, again, going
00:39:37.080 --> 00:39:41.790
back to like that client service and
client excellence and client experience,
00:39:42.150 --> 00:39:45.690
if you are willing to do the most there
and be the most cutting edge there.
00:39:46.325 --> 00:39:50.345
You're gonna win those clients over
forever, like for a very long time.
00:39:50.435 --> 00:39:50.765
Right?
00:39:50.765 --> 00:39:52.775
It's not going to be transactional.
00:39:52.805 --> 00:39:56.465
Oh, I took everything you taught me
about Harvey and then I all of a sudden
00:39:56.465 --> 00:39:57.905
like started doing all my work in house.
00:39:57.935 --> 00:39:59.045
It's not gonna happen.
00:39:59.465 --> 00:40:03.335
Um, so I, I very strongly believe in that
and we've seen a lot of evidence of that
00:40:03.335 --> 00:40:04.985
happening in the past, like six months.
00:40:05.135 --> 00:40:05.345
So.
00:40:06.030 --> 00:40:10.050
Yeah, so buying a Harvey
license is the easy part.
00:40:10.110 --> 00:40:12.180
It's the change management, right?
00:40:12.270 --> 00:40:14.190
Like, yeah, you, you write a check.
00:40:14.190 --> 00:40:18.060
It's not a, it's not a heavy lift,
but what is hard is all the change
00:40:18.060 --> 00:40:25.195
management and getting folks to change
their workflow and think about pricing
00:40:25.355 --> 00:40:31.590
differently and like what, again,
you probably have more visibility
00:40:31.590 --> 00:40:33.330
to this than, than, than anyone.
00:40:34.215 --> 00:40:38.085
How the, the firms that have been
most successful rolling out your
00:40:38.085 --> 00:40:40.005
tool, what has that look like?
00:40:40.005 --> 00:40:40.545
Like, yeah.
00:40:40.545 --> 00:40:41.445
Has it been a different.
00:40:42.255 --> 00:40:46.755
Paradigm around change management
or a different, like, maybe you
00:40:46.755 --> 00:40:48.165
can just shed some light on that.
00:40:48.195 --> 00:40:51.855
Yeah, so I'll say like, first off,
we're developing more and more
00:40:51.855 --> 00:40:53.685
systems internally to help with this.
00:40:53.685 --> 00:40:56.895
So like, whether that's like forward
deployed engineers, like legal
00:40:56.895 --> 00:40:59.325
engineers that are actually just
stay in house with you and build
00:40:59.325 --> 00:41:00.615
workflows and things like that.
00:41:01.035 --> 00:41:04.245
So I think like a big part of our
company honestly, is gonna be helping
00:41:04.275 --> 00:41:06.705
folks do this, um, and productize it.
00:41:06.705 --> 00:41:08.415
You make it easier in
the product and stuff.
00:41:10.305 --> 00:41:15.075
I think the biggest delta by far is
when the partners actually have, there's
00:41:15.075 --> 00:41:16.485
buy-in from the partners at the firm.
00:41:16.485 --> 00:41:16.575
Mm-hmm.
00:41:16.875 --> 00:41:17.295
Like that's it.
00:41:17.355 --> 00:41:18.615
It's like pretty simple actually.
00:41:18.855 --> 00:41:20.865
And because everything
goes downstream from that.
00:41:20.895 --> 00:41:21.255
Right.
00:41:21.255 --> 00:41:26.025
And so I've seen some firms that are like
hiring way more folks on the innovation
00:41:26.025 --> 00:41:27.884
teams and taking this super seriously.
00:41:28.145 --> 00:41:31.924
And then I see some firms that just like
kind of buy a solution and call it a day.
00:41:32.105 --> 00:41:32.404
Right.
00:41:32.765 --> 00:41:37.715
Um, and I think at the end of the
day, it's like when I say investment
00:41:38.105 --> 00:41:41.975
into legal ai, I actually don't
just mean like buy Harvey, right?
00:41:41.975 --> 00:41:44.045
I should always obviously
like be selling that.
00:41:44.705 --> 00:41:47.795
I, but I don't actually just mean
that, I mean like invest in your law
00:41:47.795 --> 00:41:52.745
firm, like invest in the team at your
law firm that is in charge of this.
00:41:53.015 --> 00:41:53.315
Right?
00:41:53.795 --> 00:41:57.755
Um, and the reality is those
teams are pretty small right now.
00:41:58.230 --> 00:41:59.190
Insanely small.
00:41:59.460 --> 00:41:59.790
Right.
00:42:00.180 --> 00:42:02.069
And they need to get bigger.
00:42:02.100 --> 00:42:06.509
Like their remit just changed
drastically in the past three years.
00:42:06.660 --> 00:42:07.410
Drastically.
00:42:07.859 --> 00:42:09.750
And a lot of law firms
aren't increasing the size.
00:42:09.990 --> 00:42:10.350
Right.
00:42:10.680 --> 00:42:13.799
Um, and the thing that I've seen
the best is yeah, sure you have like
00:42:14.069 --> 00:42:17.130
amazing CIOs that are incredible
and they're stepping up, but like.
00:42:17.745 --> 00:42:20.505
One person just can't do the
work of 20 people in one day.
00:42:20.955 --> 00:42:22.125
Like it's just not how it works.
00:42:22.125 --> 00:42:25.425
And so what I've seen is when you have
the executive committees, the partners
00:42:25.425 --> 00:42:30.015
that are actually super bought into this,
what they do is they let the innovation
00:42:30.015 --> 00:42:33.255
team have more resources and they let
the tech team have more resources.
00:42:33.255 --> 00:42:36.404
And that doesn't mean increase
your vendor spend or, I mean, a
00:42:36.404 --> 00:42:37.485
lot of the time it's that too.
00:42:37.755 --> 00:42:39.285
But it's also like
increase your headcount.
00:42:39.404 --> 00:42:41.535
Like how, what is your
data cleanup strategy?
00:42:42.345 --> 00:42:43.484
What does iManage look like for you?
00:42:44.475 --> 00:42:44.745
Right?
00:42:45.015 --> 00:42:46.149
What does that thought look like for you?
00:42:46.220 --> 00:42:46.629
It's a mess.
00:42:46.629 --> 00:42:47.654
What does it look like for you?
00:42:47.654 --> 00:42:48.165
No, I'm serious.
00:42:48.165 --> 00:42:48.430
Like where?
00:42:49.259 --> 00:42:49.589
What?
00:42:49.589 --> 00:42:51.810
And And that's not a knock
at all on iManage Net talks.
00:42:51.810 --> 00:42:53.940
They're incredible companies
and we partner with both of 'em.
00:42:53.940 --> 00:42:57.210
It's more just like, have the
firms been thinking about this?
00:42:57.210 --> 00:42:57.270
Yeah.
00:42:57.270 --> 00:42:58.620
Where is all their data stored?
00:42:58.620 --> 00:43:00.450
Like where's all their
client relationship data?
00:43:00.450 --> 00:43:01.859
Like all of those things.
00:43:02.339 --> 00:43:06.000
And if you wanna take this
seriously, you can't just say, you
00:43:06.000 --> 00:43:09.299
take this seriously and then buy
a vendor and be like, I'm done.
00:43:09.750 --> 00:43:13.055
Like you gotta actually invest in
the people that work on this daily.
00:43:13.685 --> 00:43:15.515
Right, and that means
hiring more people there.
00:43:15.515 --> 00:43:16.775
That means putting more budget there.
00:43:17.195 --> 00:43:19.775
Um, and I think that's gonna
be really, really important.
00:43:19.775 --> 00:43:23.435
I mean, law firms put infinitely
more, uh, budget into their marketing
00:43:23.435 --> 00:43:26.675
spend, which isn't even that high,
um, compared to their tech spend.
00:43:26.825 --> 00:43:27.545
It's like not even close.
00:43:27.845 --> 00:43:28.654
A hundred percent.
00:43:28.654 --> 00:43:28.895
Yeah.
00:43:28.895 --> 00:43:32.645
There's a, a guy who works for
iManage, uh, hopefully he is listening.
00:43:32.645 --> 00:43:38.045
Alex Smith, he, he says, uh, uh,
IA before ai, like, yeah, I agree.
00:43:38.045 --> 00:43:41.475
Information architecture before
ai, and a hundred percent agree.
00:43:42.195 --> 00:43:45.885
Law firms, I can tell you, from
spending almost two decades in this
00:43:45.885 --> 00:43:48.225
space and having a front row seat too.
00:43:49.950 --> 00:43:54.450
DMS implementations, it's usually
a mess because data hygiene
00:43:54.450 --> 00:43:55.740
has never been a priority.
00:43:56.250 --> 00:44:00.300
Um, even if it was for the KM group,
it's not for the, for the attorneys.
00:44:00.600 --> 00:44:00.690
Yes.
00:44:00.690 --> 00:44:03.270
Whatever is the top
selection in the matter.
00:44:03.300 --> 00:44:08.220
You know, when you profile a document
to check it in, you know, it's other
00:44:08.250 --> 00:44:10.560
or, you know, so I was the worst.
00:44:10.710 --> 00:44:11.940
I mean, I'll just be honest.
00:44:11.940 --> 00:44:13.470
Like, I was terrible at this.
00:44:13.470 --> 00:44:13.620
Yeah.
00:44:13.650 --> 00:44:14.910
Like, and it's just like.
00:44:15.345 --> 00:44:15.735
Excuse me.
00:44:15.735 --> 00:44:19.095
I imagine, you know, me doing that
at scale, it's like that's a huge
00:44:19.095 --> 00:44:20.835
problem for, uh, decades, right?
00:44:20.835 --> 00:44:20.925
Yeah.
00:44:21.015 --> 00:44:22.815
Um, there's so many problems there.
00:44:23.145 --> 00:44:23.505
Yeah.
00:44:23.955 --> 00:44:27.195
But you know, now those chickens
have come home to roost.
00:44:27.195 --> 00:44:29.745
We have to, we have to clean
this state up and we have to make
00:44:29.745 --> 00:44:34.575
investments and it's, um, it's a
necessary step in the, in the journey.
00:44:36.260 --> 00:44:37.275
So, um.
00:44:38.145 --> 00:44:39.795
Yeah, this has been a great conversation.
00:44:39.795 --> 00:44:44.625
Like, um, before we wrap up, I'm curious,
like what's on the, what's on the roadmap?
00:44:44.625 --> 00:44:47.355
Like, what does the rest of
2026 look like for Harvey?
00:44:47.384 --> 00:44:47.805
Yeah.
00:44:48.345 --> 00:44:51.495
Um, I think like one of the main
things we're working on right now is
00:44:52.755 --> 00:44:57.195
kind of like create the guardrails
to build all these agent systems
00:44:57.195 --> 00:44:58.785
and memory and all of these things.
00:44:58.785 --> 00:45:01.875
So like you need to build the scaffolding.
00:45:02.280 --> 00:45:05.100
So that then law firms feel
comfortable like releasing a
00:45:05.100 --> 00:45:06.150
lot of these products, right?
00:45:06.150 --> 00:45:08.880
So that's like how do you
build in ethical walls?
00:45:08.880 --> 00:45:10.350
How do you build in better permissioning?
00:45:10.380 --> 00:45:12.210
How do you build in better admin features?
00:45:12.510 --> 00:45:16.920
So actually a lot of our company is
focused on that right now, of how do
00:45:16.920 --> 00:45:20.550
you make it so that there are all of
these different parts of the product
00:45:20.550 --> 00:45:24.420
that are really easy to be audited,
easy for, like all the protections,
00:45:24.420 --> 00:45:26.100
permissions, everything like that.
00:45:26.370 --> 00:45:28.410
How do you make it so good there?
00:45:29.115 --> 00:45:32.055
That when features are released,
you feel comfortable turning them on
00:45:32.265 --> 00:45:34.875
because I think we are getting to the
point where it's like a lot of the
00:45:34.875 --> 00:45:37.995
really interesting features have to
do with data and they have to do with
00:45:37.995 --> 00:45:41.595
permissions and they have to do with
cross permissions and things like that.
00:45:41.955 --> 00:45:44.925
And so now it is like
astronomically important.
00:45:45.245 --> 00:45:48.245
That your system is enterprise
grade and enterprise ready.
00:45:48.365 --> 00:45:48.755
Right?
00:45:48.995 --> 00:45:52.265
And so a lot of our investments are
going into there and a lot of our
00:45:52.265 --> 00:45:54.935
hires, like if you just look at the
people, folks that we're hiring us
00:45:54.935 --> 00:45:58.715
from, like companies like Databricks,
et cetera, like deep like infrastructure
00:45:58.715 --> 00:46:00.785
engineers to get all of that right?
00:46:01.085 --> 00:46:05.105
Because I really believe that we're
gonna run into this future of like memory
00:46:05.375 --> 00:46:09.185
long horizon, agentic systems that are
going out and like doing a task and then
00:46:09.185 --> 00:46:12.815
coming back to you in, you know, three
hours or a day or something like that.
00:46:13.529 --> 00:46:17.790
And it's so important that you get
everything right on the baseline, right?
00:46:17.819 --> 00:46:20.399
In terms of ethical wall
security permissioning.
00:46:20.669 --> 00:46:23.790
So we're doing a lot of that right now, to
be honest, which I know is like, maybe not
00:46:23.790 --> 00:46:28.589
as fun to announce, um, not as fun, but
that's really where a lot of our focus is.
00:46:28.980 --> 00:46:32.970
Yeah, and I mean, candidly, I, I
think that's, that message will
00:46:32.970 --> 00:46:34.740
resonate with the legal community.
00:46:34.740 --> 00:46:39.810
It's, they're very risk averse and
rightly so, and there has, there,
00:46:39.810 --> 00:46:41.370
it's an industry built on trust.
00:46:41.775 --> 00:46:42.134
Yes.
00:46:42.165 --> 00:46:45.915
And, and, and that's a big part
of what they sell is, is trust.
00:46:46.335 --> 00:46:46.605
I agree.
00:46:46.605 --> 00:46:51.404
Um, it's, it's one of those intangibles
that, um, you know, people talk about
00:46:51.884 --> 00:46:56.205
AI replacing lawyers and, you know,
there are so many intangibles that,
00:46:56.625 --> 00:47:01.335
that, that lawyers bring to the table
that yes, documents are part of that
00:47:01.725 --> 00:47:04.154
bundle of things, but so is trust.
00:47:04.154 --> 00:47:05.775
So I think that message will resonate.
00:47:06.495 --> 00:47:08.775
Um, well this has been
a fun conversation, man.
00:47:08.805 --> 00:47:11.655
It was worth waiting year
and a half to get you on.
00:47:11.715 --> 00:47:15.735
Um, there'll be a, a shorter period
in between our next one, I promise.
00:47:16.605 --> 00:47:16.905
Okay, good, good.
00:47:16.905 --> 00:47:20.445
Yeah, I'd love to, I'd love to have
you on periodically as, because I know
00:47:20.445 --> 00:47:25.965
my listeners really enjoy learning
about, you know, what, uh, movers and
00:47:25.965 --> 00:47:29.985
shakers in the space are doing, and
you guys certainly qualify for that.
00:47:29.985 --> 00:47:33.915
So, um, I really appreciate
you joining and I look forward
00:47:33.915 --> 00:47:35.205
to the next conversation.
00:47:35.895 --> 00:47:36.495
Thank you, man.
00:47:36.945 --> 00:47:37.305
All right.
00:47:37.455 --> 00:47:39.735
Thanks for listening to
Legal Innovation Spotlight.
00:47:40.275 --> 00:47:43.755
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