Malbek

• Lead and manage the legal function.
• Serve as a strategic advisor to the CEO and COO with respect to all legal matters.
• Regularly contribute to Malbek’s product development efforts. 
• Provide structured and ad hoc legal support as needed across the enterprise.
• Recommend, design, and implement new processes and procedures to improve and better align  processes with strategic business and product development objectives.
• Regularly contribute to Malbek’s content marketing efforts by authoring long-form thought leadership pieces and participating in webinars and podcasts.
• Work cross-functionally with product marketing, content producers, designers, and sales leaders on lead demand generation strategy and marketing campaign development efforts.
• Lead and/or moderate webinars, podcast episodes, and in-person events with prospects, customers, partners, and other members of the legal and legal technology communities.

General Counsel

•	Lead the legal function with a focus on data privacy, contracting, and intellectual property. 
•	Serve as a strategic advisor to the CEO and COO with respect to all legal matters.
•	Provide ad hoc legal support as needed across the enterprise.
•	Recommend, design, and implement new processes and procedures to improve and better align contract templates and processes with strategic business and product development objectives.
•	Regularly contribute to Malbek’s content marketing efforts by authoring long-form thought leadership pieces and participating in webinars and podcasts.
•	Regularly contribute to and provide advice regarding ongoing product development initiatives.
•	Work cross-functionally with product marketing, content producers, designers, and sales leaders on lead demand generation strategy and marketing campaign development efforts.
•	Lead and/or moderate webinars, podcast episodes, and in-person events with prospects, customers, partners, and other members of the legal and technology communities.

Director of Legal and Evangelist

Albany Law School

I teach "Technology and Law Practice Management" - a course designed to be an introduction to the evolving world of legal technology and its transformative impact on modern legal practice. The course explores how technology is reshaping the legal profession. The course incorporates hands-on experience with tools alongside strategies for how to best use the tools that students in the class are asked to experiment with.

Adjunct Professor of Law

Proxy

Advisory Board Member

The Colleges of Law

I teach "Technology for Legal Professionals".  This course is a Masters-Level intensive course in legal technology. Students gain first-hand experience using a variety of technologies commonly used in the practice of law alongside learning best practices for using technology in an effective and productive way.

Adjunct Faculty

WordRake

-Key business leader and advocate for WordRake.
-Led market research efforts and engaged in discussions with legal leaders.  
-Responsible for leading various marketing, business development, and branding initiatives. 
-Designed and directed social media outreach and campaigns.
-Co-led competitive analysis and positioning efforts.
-Directly assisted in a number of product development efforts.

Director Of Marketing And Business Development

Lookout

Negotiated, drafted and closed a variety of agreements, including distributor agreements, reseller agreements, customer and sales agreements, technology licensing agreements, and services agreements.
Developed, improve and maintain policies and agreement templates.
Maintained contractual records and documentation.
Assisted with managing company's contract management system.
Facilitated the resolution of business / legal issues and formulating recommendations using analysis, creativity and the development of new approaches to enable contract execution while safeguarding the company and creating a positive customer experience.
Built and managed processes and workflows that can scale globally.
Kept abreast of U.S. and international law that may affect the business.
Advised on special projects as needed, including new product development and expansion into new international markets.
Contribute to cross-functional teams as a trusted advisor, creative problem-solver and strategic thinker.

Legal Counsel

Salary.com

Served as strategic advisor to the CFO and CEO with regards to data privacy, information security, strategic transactions, commercial transactions, employment law, and intellectual property matters.
Led and directed all legal operations, processes, and procedures for the company and provided general legal guidance and support to all departments across the company.
Closed deals worth $200K and more.
Supported sales teams and all other functions by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to SaaS, data privacy, marketing, professional services, independent contractor, and distributor contracts.
Improved upon existing organizational contracting processes and templates to improve workflow.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, contractual changes, and other documents for all projects.
Worked with finance to ensure adherence to broader finance and risk requirements 
Reviewed and maintained the company’s internal policies and procedures to ensure compliance with the company’s legal obligations. 
Reviewed and developed as needed relevant processes, policies, and procedures relating to the company’s contracting and other internal practices.
Coordinated and managed outside counsel on an as-needed basis for various ad-hoc matters.
Facilitated the resolution of business / legal issues and formulating recommendations using analysis, creativity and the development of new approaches to enable contract execution while safeguarding the company and creating a positive customer experience all in accordance with company policies and procedures.
Provided the sales team (and any other teams as needed) with training, education, and documentation on any and all relevant legal matters.
Responded to ad hoc requests for legal assistance/legal research.

Corporate Counsel

Pearson

Supported global sales teams by reviewing, negotiating, redlining, drafting, and overseeing a variety of agreement and contracts with both domestic and global partners and customers and coordinating with  other legal and business functions as needed.
Frequently closed deals worth over $200K.
Provided Intellectual Property support and advice on a wide range of matters.
Recommended and implemented changes regarding improving deal processes and procedures and better alignment of deal terms and alignment with business strategic objectives.
Implemented, oversaw, and managed key contract policies, procedures, and processes.
Assisted with ad hoc Intellectual Property queries.
Managed content partner relationships on behalf of Rights & Permissions and Pearson with content suppliers.
Reviewed Intellectual Property and related inquiries and provided related counseling and support pertaining to countless contract matters including but not limited to licensing, partnership, consulting, non-disclosure, and  termination.
Assisted Rights & Permissions teams and business units in the execution and implementation of agreements from planning through approval to post-execution matters.
Coordinated and collaborated with Rights & Permissions Rights Management teams and Royalty Accounting Department to ensure accuracy in payment.
Assisted Rights & Permissions teams and business units in the execution of agreements from planning through approval to post-execution matters.
Maintained contractual records and documentation.
Assisted in maintaining contract database and maintaining key information on all contracts.
Improved upon existing organizational contracting processes to improve workflow efficiency.
Served as Pearson's Boston-area Global Diversity and Inclusion Advocate where I led development of an online student-focused tool focused on combating cyber-bullying.

Manager, Contract Negotiations

C&W Services

Provided direct support and counseling to sales teams by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to, non-disclosure, master service, master license, independent contractor, consulting, professional service, supplier, and vendor contracts.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects.
Assisted in maintaining contract database and maintaining key information on all contracts.
Worked with risk management department to coordinate contractual insurance requirements.
Worked with finance department to insure adherence to broader finance and risk requirements such as pricing and discounting policies, and other relevant requirements.
Communicated signed contracts to all relevant parties to provide contract visibility and awareness.
Responded to ad hoc requests for legal assistance/legal research.

Temporary Contracts Counsel

Velcro Group Corporation

Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to non-disclosure, marketing, marketing affiliate, sweepstakes, professional services, independent contractor, manufacturing, software licensing (both on-premise and SaaS), customer/sales, supplier, joint development, and distributor contracts.
Closed deals worth $300K and more.
Improved upon existing organizational contracting processes to improve workflow efficiency.
Developed/revised contractual templates.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects.
Worked with risk management department to coordinate contractual insurance requirements.
Worked with finance department to ensure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies, and other relevant requirements.
Worked with relevant sales and business team and advised regarding legal issues and risks related to various business transactions.
Served as the point of contact on contract database matters on behalf of the Legal Department.
Assisted with managing, developing, and implementing contract management system.
Maintained contractual records, documentation, and corporate governance materials.
Advised regarding company’s corporate structure.
Drafted and analyzed corporate bylaws, board of directors, and shareholder resolutions. 
Assisted with corporate re-structuring matters arising from mergers and acquisitions and other related transactions.
Provided training to employees.
Communicated signed contracts to all relevant parties to provide contract visibility and awareness.
Responded to ad hoc requests for legal assistance/legal research.

Contracts Counsel

Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including nondisclosure, marketing, marketing affiliate, professional services, independent contractor, manufacturing, software licensing (both on premise and SaaS), customer/sales, supplier, joint development, and distributor contracts.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects.
Developed/revised contractual templates.
Worked with risk management department to coordinate contractual insurance requirements.
Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies and other relevant requirements.
Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions.
Ensured proper completion of a wide variety of agreements.
Monitored compliance by company employees with established procedures.
Ensured that signed contracts are communicated to all relevant parties to provide contract visibility and awareness.

Contracts Administrator

Director of Legal @ Malbek | Legal Tech Author and Commentator | Fastcase 50 2022 Honoree | Legal Tech Startup Advisor and Investor

Hey. I’m Colin. I am the General Counsel of Malbek, CLM for the Enterprise. I am a man on a mission. 

My mission is helping people make sense of legal tech—where technology and the law intersect to drive real change. 

As an educator, writer, and advocate, I explore how innovation is reshaping the legal landscape and share insights to help you navigate this dynamic space.

I actively work to grow and support the legal tech community. 

I authored The Legal Tech Ecosystem, a foundational guide to understanding the industry, co-wrote CLM for Dummies to make Contract Lifecycle Management accessible, and edited the comprehensive Handbook of Legal Tech. 

Additionally, I’ve contributed articles, spoken on podcasts, and hosted webinars to unpack the role of technology in law.

I aim to empower legal professionals to embrace technology and realize its potential to improve the legal industry. 

Change and innovation are not just buzzwords to me—they’re the driving forces behind my work.

As Director of Legal and Evangelist for Malbek, a leading Contract Lifecycle Management platform, I stay on the frontlines of legal tech innovation. I also advise startups, invest in emerging technology, and look for ways to propel the industry forward.

Here are a few specific highlights of my work:

1) Author of The Legal Tech Ecosystem – An essential guide for understanding the foundations of legal tech and its key players.

2) Editor of the Handbook of Legal Tech – A comprehensive exploration of the distinct sectors shaping the legal tech landscape.

3) Co-author of CLM for Dummies – Breaking down Contract Lifecycle Management into practical, approachable concepts for legal professionals at every stage.

4) Judge for the American Legal Technology Awards – Highlighting and celebrating groundbreaking advancements in legal innovation.

5)  Columnist for Today’s General Counsel – Delivering in-depth analysis and actionable strategies on the intersection of technology and legal operations.

Every role I take on reflects my dedication to advancing the legal tech community and showing what’s possible when technology and the law work together.

My journey started with candid conversations with pioneers in legal tech. I continue to share those experiences and what I’ve learned on my website, colinslevy.com.

For updates, follow me here, on my website, or on platforms like Threads, Instagram, and X (formerly Twitter).

Whether you’re curious about legal tech, just starting out, or building something new, I’d love to connect. 

Please reach out!

Colin Levy

Paralegals.

Often the smartest and most engaging people I've met in my life have been paralegals. 

They tend to be the most tech-savvy, the most innovative, and the most collaborative individuals within a legal organization.

They are at the forefront of innovation and process improvement in many cases.

They also often go on to become legal operations managers and directors.

Listen to them. Treat them well. Learn from them.

#legaltech #innovation #law #business #learning

Colin S. Levy

General Counsel @ Malbek - CLM for Enterprise | Adjunct Professor and Author of The Legal Tech Ecosystem | Legal Tech Speaker, Advisor, and Investor | Named to the Fastcase 50 (2022)

Don't be an asshole.

There, I said it. 

Look, I get it. The world is not always a nice place. You're not going to like everyone you meet. People will do things that frustrate or annoy you.

Especially during hectic times, like now, as another year wraps up.

But, by being a jerk you are only contributing to the problem.

This doesn't mean you need to be sweet as sugar to everyone, but it does mean to keep your feelings in check and to be respectful whenever possible.

So, let me repeat.

Don't be an asshole. 

Happy Halloween. 

#legaltech #innovation #law #business #learning

Too much legal tech content is performance, not analysis.

It circulates because it requires no sustained thought: a tool announcement, a vague efficiency claim, a prediction divorced from mechanism. This serves the person posting. It does not serve the profession.

Legal professionals considering technology adoption face concrete structural questions that popular commentary systematically avoids.

When you implement document automation, you are making explicit decisions about knowledge transfer. Which analytical patterns will your newer lawyers never learn through repetition? How does competency develop when the formative tasks disappear?

For legal professionals sharing knowledge about technology: your obligation is to examine mechanisms and tradeoffs, not to amplify adoption narratives.

The profession needs people who can think clearly about these tools, not people who just promote them. 

#legaltech #innovation #law #business #learning

Lawyers and law students, here is some advice.

Don’t compromise your ethics, your values, those things that make you, you. 

Find work at places aligned to to you.

Ask questions during the interview process to ensure this is the case. 

Interviewing is a two-way street.

No job is worth giving up who you are and how you want to be seen by others.

There is only one you.

I’m Colin, General Counsel of Malbek - CLM for the Enterprise and author of The Legal Tech Ecosystem.

#legaltech #innovation #law #business #learning

Law schools need to teach technology skills. It's not optional anymore.

I see new lawyers struggling with basic legal tech that firms use every day. Document review platforms, contract analysis software, AI research tools. 

These aren't coming someday. They're here now.

What should law students actually learn?

Some essential tech topics for law students and new lawyers:

-IP questions when AI creates content
-How and when to use AI for legal work and examples of tools that can help
-Liability issues with automated systems
-Using tech to help clients including underserved clients access legal services
-Ethics rules around AI in legal practice

The reality: Clients expect those they hire to know how to use and when to use the tools of their trade. 

Lawyers who combine legal knowledge with tech skills are winning cases and building practices. Those who don't are falling behind.

Law schools that skip this preparation are failing their students. The market has already decided that tech literacy matters.

I’m Colin, General Counsel of Malbek - CLM for the Enterprise and author of The Legal Tech Ecosystem.

#legaltech #innovation #law #business #learning

Working as a lawyer in-house:

1) Skip the legal history lesson. Start with "We can do this by..." not "We can't because..." 

Show you understand risk in context. 

2) Never say "that's not legal's problem." 

Own problems together with your business partners.

3) Relationships matter more than you think. 

Build your network before you need it.

4) Not every question needs the same response. 

Learn when to give what type of response. 

#legaltech #innovation #law #business #learning

Too often it seems that salespeople view lawyers as roadblocks and lawyers view salespeople as careless. 

The way forward?

Recognizing that this relationship works best when both sides understand what the other is actually trying to accomplish. 

When sales takes responsibility for learning the basics instead of treating legal like a helpdesk. When legal approaches questions as a coach instead of a gatekeeper.

And when executives actually prioritize this relationship instead of assuming it will fix itself.

The question worth asking isn't "how do we eliminate tension between sales and legal?" It's "how do we channel that tension in ways that serve our customers better?"

Because at the end of the day, that's the only metric that matters.

Check out the latest guest-authored blog post by Alex Boyd on this topic on my blog. The link is in the comments.

#legaltech #innovation #law #business #learning

Fasken

Senior Manager, Legal Solutions Architect

Alexi

As a leader at Alexi I contributed to strategic direction and initiatives, and lead a team of legal research lawyers. We worked cross-functionally with engineers to develop legal AI products that satisfy the exacting needs of law firms. 

I was responsible for managing my team's resources and output, including growing it to a max 9 employees and 7 contractors via full cycle recruitment. I oversaw the contractor budget and was responsible for the quality and speed of work product. I proposed new product ideas and features, acted as a facilitator between teams, and I also acted as an evangelist for our products. I streamlined operations and improved outcomes for Alexi. Data-driven initiatives I adopted reduced turnaround time and increased throughput by over 20% each.

Head Of Canadian Content

As the company's first full-time employee I helped play a key role in development of processes, systems and internal products for the creation and evaluation of AI driven legal memos. I wore many hats and not only wrote and ensured the quality of thousands of legal memos, but also helped with marketing and lead generation. My efforts gained the company a number of high usage clients and helped drive better lead generation outcomes. I participated in selection of additional team members as well as ensuring they were able to get up to speed efficiently.

QA of Legal Content

I was hired to complete anonymized legal research for high end law firms in Ontario towards the end of my life in full time private practice. Areas of focus were commercial litigation as well as bankruptcy and insolvency law. While in this role I helped generate publicity for the company with speaking opportunities.

Legal Researcher

Connectors (a Law Firm)

A small side practice and legal consultancy focusing on commercial litigation and novel issues in cryptocurrency, AI law, ethics, and legal ops. 

I helped law firms and lawyers reach their full potential through innovation and process optimization. I offered broad services, from figuring out your website, to implementing a custom AI, and anything in between.

Lawyer

CivPro.io

We founded a startup to develop and commercialize virtual presence technologies for the legal market. It was specifically intended to increase efficiency of court appearances. We bootstrapped the company using our own funds and tangentially related products (digitized law books). I set product direction and collaborated with co-founders to determine business direction. We conducted interviews with judges and regional senior judges as well as lawyers to determine wants and where existing video systems were falling short. We built and marketed a digital version of the rules of civil procedure for litigators to be able to access on the fly in courts.

Founder

Carroll Heyd Chown LLP

After being hired back by the boutique litigation firm I articled at, I ran insurance, personal injury, and commercial litigation files from inception to settlement with mentorship from highly esteemed Lexpert ranked lawyers. I assisted on construction and employment files too, where I helped ensure excellent client outcomes. I attended and assisted with 3 trials (2 jury, 1 non-jury) involving personal injury and real estate litigation. I suggested strategies which significantly improved our clients' positions on an array of matters. I brought the firm clients and also helped it break into new practice areas. My effective advocacy earned me repeat business from clients.

Associate Lawyer

This was my articling term where I learned how to become an effective litigator from top Lexpert ranked lawyers. Working in a boutique 11-lawyer litigation firm I was exposed to insurance, personal injury, construction, real estate, and commercial litigation. I played a significant role in files and helped devise strategies that saved clients over $50,000 in potential settlements.

Student-At-Law

Self Employed

After I requalified in Canada I realized there was a very high need for tutoring and mentorship, so I started a small tutoring agency for ITLs. I set the business goals and direction, found and serviced clients online or in person, and collected payments. My clients achieved a 93% pass rate and were a significant referral source.

Licensing Examination and NCA Exam Tutor

Wragg Mark-Bell Solicitors Ltd

This is where I got my feet wet in the world of law. I enjoyed getting stuck in and helping others so much that the managing partner felt she had to remind me I wasn't being paid when I was firing off midnight e-mails. I was exposed to a variety of practice areas including corporate, commercial, criminal, and immigration law.

Summer Student

I drive business goals by innovating on legal process with a data-centred approach. As a civil litigator turned AI & legaltech expert, I'm a specialist in 0-1, and I love making the implausible happen.

Opinions my own and do not represent my employer's positions, strategies, or opinions. Likes ≠ Endorsement.

For the last 5 years I’ve been working @ Alexi, alongside top AI researchers, engineers and lawyers to create best in class legal tech for lawyers and paralegals in the US & Canada.🇺🇸🇨🇦 Check us out!

Lately I’m learning how to code, and my first project was to make an open source scraper and data set for Ontario’s laws and regs which you can find here: https://github.com/hordruma. 

I also help law firms grow through strategic and practical advice on innovation, process, and strategy. DM me if you wish things ran just a bit better.

Thoughts and opinions my own.

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