Winston Weinberg

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
  • Strong customer relationships directly shape better legal tech products
  • 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.”

Connect with Winston:

Subscribe for Updates

Newsletter Pop-up

Newsletter Pop-up

Machine Generated Episode Transcript

00:00:00.000 --> 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 If you found value in this chat, hit the subscribe button to be notified 00:47:43.755 --> 00:47:45.255 when we release new episodes. 00:47:45.735 --> 00:47:48.435 We'd also really appreciate it if you could take a moment to rate 00:47:48.435 --> 00:47:51.075 us and leave us a review wherever you're listening right now. 00:47:51.645 --> 00:47:54.315 Your feedback helps us provide you with top-notch content. 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 If you found value in this chat, hit the subscribe button to be notified 00:47:43.755 --> 00:47:45.255 when we release new episodes. 00:47:45.735 --> 00:47:48.435 We'd also really appreciate it if you could take a moment to rate 00:47:48.435 --> 00:47:51.075 us and leave us a review wherever you're listening right now. 00:47:51.645 --> 00:47:54.315 Your feedback helps us provide you with top-notch content. -->

Subscribe

Stay up on the latest innovations in legal technology and knowledge management.