ProSearch Pulse
Julia HasenzahlJulia Hasenzahl
Join our conversation!
Newsletter Header
 

This week we flagged the following: iManage benchmarked 3,185 business and technology decision-makers across 26 countries and found an adoption-to-integration gap where 85% of firms are piloting, implementing, or using AI, while only 17% have embedded it into daily operations; in U.S. v. Heppner (S.D.N.Y., No. 25 Cr. 503), Judge Rakoff rejected attorney-client privilege for 31 AI-prepared documents created by a defendant using Claude from Anthropic, with the government also highlighting terms that allow disclosure to “governmental regulatory authorities” and “third parties”; and in “Adventures in Legal Tech,” host Jared Correia and Caspar Roxburgh of Draftable framed law firm tech bloat through the very specific analogy of “unused smartphone apps” that slow the device down and keep costing money. Check out this week's news and then let me know what you think in the comments on our LinkedIn newsletter.

In This Issue:

This week’s stories trace a shifting perimeter for technology across legal and adjacent sectors. Anthropic’s new legal plugins for Claude Cowork landed with immediate market impact, triggering a sell-off across major legal-tech stocks. The signal is clear: platform-level capability is moving into the center of legal workflows, and incumbent providers are entering a phase where product strategy, defensibility, and integration depth matter as much as feature velocity. Teams evaluating these tools need early planning, pilot testing, and a clear ROI lens before changing what sits at the center of matter execution.

A podcast episode from Above the Law covers a pressure point inside many firms: tech overload. The episode argues for tighter vendor evaluations and continuous feedback loops to cut inefficiency, a pattern we see when tools multiply faster than adoption. A report from iManage adds a technical layer, emphasizing knowledge maturity as a prerequisite for AI success and treating governance as the dividing line between experiments and durable outcomes. Finally, Kassie Atwood at Thomson Reuters outlines goals for legal departments to become strategic value drivers, a direction that fits the broader push to turn legal data into usable insight while keeping change grounded in budgets, risk tolerance, and day-to-day execution.

Story Image

Legal ops, strategy, and AI

Corporate legal’s 2026 goals: talent, value, contracts, technology

Corporate legal teams heading into 2026 are being evaluated as strategic value drivers, even when the best outcomes are the ones nobody ever sees. Thomson Reuters Legal’s Kassie Atwood frames the year ahead around four durable goals that hold up under shifting priorities: build and retain talent, prove value within budget constraints, accelerate high-value contracts, and use technology and AI with governance strong enough to earn trust.

  • Legal goal-setting remains difficult because many wins stay invisible. Results are shaped by unpredictability and constrained by confidentiality, which can widen internal perception gaps around productivity and impact.
  • A resilient planning framework centers on four “North Star objectives”: extraordinary teams, budget plus value, high-value commercial agreements, and technology-enabled operational excellence that holds steady even as the business reorders priorities.
  • AI is the biggest opportunity and the biggest challenge. It can improve discovery, research, drafting, and review. It also introduces accuracy, confidentiality, and professional responsibility risks that require clear governance and validation steps. This is where an AI + HI model matters most, with human judgment setting Smart Review Boundaries and AI accelerating repeatable work.
  • Outcome metrics carry more weight than activity counts. Track contract cycle time tied to deal velocity, technology adoption and efficiency improvements, stakeholder satisfaction, and retention so legal work translates cleanly into business outcomes executives recognize.

In practice, legal leaders earn credibility when risk prevention and speed-to-revenue are translated into metrics a CEO, CFO, and board can read quickly and trust. Early planning, tight governance, and disciplined measurement turn technology into repeatable operational excellence and, over time, turn legal data into strategic insight.

via legal.thomsonreuters.com

Read Now →

Chris Dahl

Chris Dahl

Legal’s “invisible wins” are real—so 2026 goals have to translate prevention and speed-to-revenue into executive language. I like the North Star framing, especially pairing AI upside with governance rigor. The teams that turn legal work into decision-grade insight will earn the budget. Would value hearing what controls you’ve seen withstand audit-level scrutiny.
Story Image

Legal tech stack hygiene

Podcast tackles law firm technology overload and vendor vetting

Above the Law highlights an “Adventures in Legal Tech” episode in which host Jared Correia speaks with Draftable GM Caspar Roxburgh about a familiar pressure point in modern firms: technology overload. The conversation tracks how tool sprawl builds up, where evaluation fails, and which vendor habits reduce friction over time.

  • The episode focuses on law firm “technology overload,” described as a steady flood of tools and vendor outreach that can slow decisions and add operational drag.
  • Roxburgh compares tool sprawl to unused smartphone apps that quietly stack up cost and complexity, reinforcing the value of regularly inventorying what is installed, what is used, and what is genuinely needed.
  • Vendor evaluation is framed as more than time-wasting demos, with emphasis on practical signals like how a vendor runs discovery, scoping, and onboarding in ways that respect lawyer time.
  • “Constantly… gathering feedback” is presented as a vendor best practice, with tighter iteration loops that improve the customer experience and reduce adoption friction across the life of the tool.

What stands out is the shift from shopping to stack governance. The constraint is decision bandwidth, change management, and time discipline. When legal teams map tools to real workflows and choose partners who co-design a clean onboarding path and keep durable feedback loops, budgets hold up better and adoption follows. A “Got, Want, Need” audit often surfaces redundant tools and underused licenses first, then clarifies where a smaller, better-integrated stack can turn legal data into useful insight.

via abovethelaw.com

Read Now →

Story Image

AI governance and knowledge

iManage: Knowledge maturity separates AI pilots from daily value

An iManage benchmarking report based on 3,185 decision-makers across 26 countries shows broad AI adoption, but limited day-to-day use. 85% are piloting or using AI. Only 17% say it is embedded into everyday work. Knowledge-mature organizations lead on growth, retention, and partner trust. Governance gaps continue to slow responsible rollouts.

  • AI momentum is real, but integration is scarce: 85% are piloting or using AI, while only 17% report it embedded in daily operations.
  • Customer expectations shape strategy: 57% say customers influence AI adoption, rising to 74% among knowledge-mature organizations. These organizations are also twice as likely to deploy AI in client-facing tools.
  • Control gaps are common: 36% report an AI policy violation and 25% report end users using AI with very little oversight, creating measurable drag on responsible rollout.
  • Governance issues carry real cost: 20% delayed AI rollouts and 30% cancelled them. The report narrative also cites nearly one-third with policy-impacting incidents tied to unregulated AI tools and almost 30% delaying due to security concerns.

For professional services teams, this looks like a familiar systems problem. Models are the engine. Knowledge architecture is the roadbed. Policies, permissions, and oversight determine whether AI becomes a daily workflow primitive or stays a pilot.

In ProSearch work with partners across eDiscovery and knowledge-heavy matters, the strongest AI outcomes tend to show up where teams align an AI + HI model, set clear operating boundaries, and use practical governance people can follow under real delivery pressure. This is where “Transform legal data into strategic insight” becomes operational.

via legaltechnology.com

Read Now →

Joe Pirrotta

Joe Pirrotta

Feels like the classic “gym membership vs. daily workouts” problem: lots of AI pilots, not enough habit change. For me, “embedded” means 1) clear use-cases in the workflow, 2) guardrails + auditability, 3) training that reduces shadow AI without killing momentum.