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

Time for some blunt talk. 

I am over hearing and reading the same tired narrative from SO many highly successful leaders:

The only way to achieve financial success is to sacrifice everything. Give up your time. Give up your relationships. Give up your hobbies. Give up your life. All because your company must come first.

Fuck. That.

I have spent my career working in legal tech across roles that demanded real commitment: in-house counsel, legal tech advocate, writer, speaker, and now General Counsel at Malbek. 

I wrote The Legal Tech Ecosystem while working full time. I built a voice in this field through years of writing, interviewing innovators, and publishing pieces that unpack the future of the legal profession. 

And I did all of it without sacrificing the rest of my life. I learned to set boundaries. I learned to protect my time. I learned that saying yes to everything is a shortcut to becoming no one.

I have seen burnout up close, both in myself and in the leaders around me. I know what it looks like when the work becomes the identity and the identity becomes the prison. I also know that it does not have to be that way.

You can push your career forward without losing yourself. You can build meaningful influence without torching your evenings, your weekends or your relationships. You can achieve financial success without buying into the false choice between being a high performer and being a whole person.

The belief that you must trade your life for your livelihood is not wisdom. It is a culture problem. It is a system problem. It is people mistaking self-destruction for dedication.

Success should not cost your health, your relationships or your joy. Sustainable success comes from clarity, boundaries, curiosity, and the courage to reject a narrative built on sacrifice theater.

You can be successful, even wildly successful, and still have a life. My career is proof. Anyone telling you otherwise is defending a myth they needed to believe to justify their own choices.

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

#legaltech #innovation #law #business #learning

Colin S. Levy

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

Often one's biggest frustration with Generative AI isn't understanding what it can do, it's getting it to actually DO what you want it to do.

So I ran an experiment.

I asked Claude to create a comprehensive guide for writing effective prompts, using document review as a practical example. 

Here's what I've found effective AI prompting really comes down to:

→ Being specific about your desired output format
→ Providing context about your use case
→ Breaking complex tasks into clear steps
→ Including examples when possible
→ Iterating based on results

The difference between a vague request and a well-structured prompt can save hours of back-and-forth.

The full guide, shared below, covers everything from basic prompt structure to advanced techniques for complex document analysis.

I hope it helps you!

#legaltech #innovation #law #business #learning

AI Prompting for Document Analysis

I am done watching and reading the same breathless declarations flood my feed from people who should know better.

AI will fix everything.

AI will replace everyone.

AI will transform every corner of every industry if we just get out of the way.

ENOUGH.

I have spent my career at the intersection of law and technology working with tools that actually move the needle. 

I have seen what AI can do well and  I have also seen where it fails, where it misleads and where it becomes a shiny distraction rather than a meaningful solution.

AI is powerful. AI is useful. But AI is not magic.

I built my career by asking hard questions, pushing past hype, and reminding teams that technology is a means, not a mission. 

I have seen leaders invest in systems that promised transformation only to deliver confusion because no one bothered to ask the most important questions: 

What outcome are we chasing and is this even the right tool to get us there?

Chasing AI for the sake of chasing AI is not strategy. It is noise. It is performative innovation. It is what happens when people confuse novelty with progress.

You can embrace AI without worshipping it. You can leverage it without surrendering judgment. You can build better legal and business functions without assuming that every problem deserves a model or a chatbot or an automation layer.

AI should support thinking, not replace it. It should expand human capability, not become a crutch that excuses bad decisions or shallow planning.

The belief that AI is the solution to all problems is not vision. 

It is wishful thinking. It is a failure to do the harder work of defining goals, diagnosing root causes, and choosing the right tools for the right jobs.

Real progress comes from clarity, intentionality, experimentation, and knowing that sometimes the most effective solution is not AI at all.

You can lead with intelligence, not hype. You can innovate with restraint. You can build strong, modern teams without handing every challenge to a model and hoping for the best.

I’m Colin, General Counsel at Malbek and author of The Legal Tech Ecosystem. 

And I am here to remind this profession that AI is a but a tool, not a doctrine.

#legaltech #innovation #law #business #learning

The AI Collective

Bengaluru Chapter Co-Lead

Stealth Mode

Paralegal & Project Manager

Legal Technology Marketing

I'm an accidental lawyer-to-be and I enjoy it. I started law school during the pandemic.

I didn't start to become a traditional legal writer. I wanted to write for the business of law, for entrepreneurs, and innovators. That meant I would need my writing to convert to actual sales.

Here's what I've done for some of the fastest-growing legal technology companies and law firms around the world:

+ Worked with Law Insider, a platform with 300,000+ customers in 50+ countries. I helped convert and re-purpose their famous "Contract Teardown Show." I helped them develop 4+ in-depth e-books on contract topics.

+ Worked with Logikcull (now acquired by Reveal) to write a bunch of articles on nuanced e-discovery and AI topics to drive website traffic, generate leads, and help them achieve their content marketing goals.

+ Helped develop a compelling case study for LiquidText to help them attract more buyers, generate leads, and build trust amongst their audience for a tool that can change the way litigators work.

+ Worked with Pactly to write revenue-driving articles, helping them build authority in the contract management space.

Law In Order, Spellbook, Brightflag, Lawtrades, Due, Cenza, Gavel, Koho Consulting & more - check my Portfolio ⬇️

Founder, Legal Content & Copywriter

Shardul Amarchand Mangaldas & Co

- Created a capitalisation table for a logistics company following a new investment round.
- Examined a shareholder’s agreement for a Series B investment, identifying key commercial and legal issues impacting a software development client.
- Analyzed historical legal documentation and addressed legal questions related to a share transfer under a gift deed, ensuring compliance with current regulations.
- Identified missing documents and highlighted inconsistencies across vendor and customer contracts during legal due diligence for a healthcare company, streamlining transaction readiness.
- Prepared research notes on cross-border transactions for a U.S. client in cloud services, addressing nuances of foreign exchange regulations.
- Conducted in-depth research on structuring a cross-border acquisition of a UK entity, detailing foreign exchange laws, share allotment requirements, and relevant company rules.

Legal Intern (General Corporate and Tech)

Indian Society of Artificial Intelligence and Law

Member and Co-chair, R&D Committee

Khaitan & Co

- Brainstorming use cases for multiple practice areas of Khaitan & Co
- Prompting Khaitan & Co’s KAI model regarding licenses and certificates required in a due diligence and ensuring that extracted versions are accurate
- Conducted a Process Mapping exercise for the BD & Strategy team
- Prompting the firm’s AI model on a complex Loan Agreement and a Lease Deed
- Drafted internal communications regarding the adoption of a new software 
- Testing the AI model to pass a law entrance examination

Legal Tech & Innovation Intern

Newel Law

- Prepared simpliciters for multiple Share Subscription Agreements, and Shareholders’ Agreements.
- Reviewed and edited a due diligence checklist for a FinTech company.
- Prepared a research note on Overseas Direct Investment involving the issue of foreign stock options for an Israeli company.
- Proofread and edited a Debenture Subscription Agreement for a SaaS gaming entertainment company.
- Prepared a research note on the issuance of share warrants covering permissibility, price, and process of issue along with applicable provisions under the Companies Act, 2013.
- Prepared a research note for the case of UPPTCL & Anr. vs. CG Power and Industrial Solutions Limited & Anr. involving the question of levy of cess under the Building and Other Construction Workers Act, 1996.

Legal Intern (M&A, PE, VC, FinTech)

CrushContracts

Contracts & Legal Technology Intern 

Jus Connect

- Decided the social media content queue 
- Developed campaigns for the LinkedIn Page
- Drafted all social media posts and handled the content management, communications and scheduling.

Social Media Manager

Legal Ops Uncensored

I'll be organizing events for Legal Ops Uncensored starting in November in Bangalore. If you're someone who's interested and excited about the legal tech and legal ops space around the world and in India, you should join me!

Marie and the Jonathan's are on a mission to build a community around legal tech and op enthusiasts. Doesn't matter who you are. Or what you do. Everyone is welcome:
Law students, law professors, marketing professionals, legal tech founders, project managers, leaders, law firms, in-house professionals, or anyone with an interest in legal ops/ legal tech. 

In Bangalore and want to attend the next event? Drop me a LinkedIn DM (Open without connecting) and I'll add you to our community!

See you inside :)

Bangalore Ambassador 

Legal Writer & Marketer | Legal Tech & Innovation Intern at Khaitan & Co | I empower the legal community to create content | Corporate Law | Mergers & Acquisitions | Private Equity | Tech Law | Marketing for Legal Tech

TL;DR: I’m a law student running my freelance legal business with multiple interests within and outside the law. How did that happen? Let me tell you.

As I stepped into the world of law, I found myself asking a question repeatedly: “How does the business of law work?”

I was determined to find out but I didn’t know how. I wrote articles in my first year of law school and posted them on LinkedIn. Law firm partners, legal tech founders, and legal professionals sent me messages to write for them.

Since then, I've worked on multiple marketing projects for clients in 10+ countries around the world. 

If you’re a legal tech founder, a law firm founder or a legal professional, I can:

🚀 Attract the right clients for your business
🚀 Craft a strategy to expand your digital footprint
🚀 Get more recognition for what you’re already good at
🚀 Create innovative content that helps you stand out from the noise

Most clients tell me it’s hard to find someone with marketing and legal knowledge. 

Good news—you don’t have to look anymore. 

“The thing with Samridhi is how effortlessly she gets it right. She seems to understand what I need from her writing and she gets it done. Her intuition and production are just so on target.” — Mike Whelan, Law Insider 

I’ve also worked as a legal intern at law firms and have an interest in the M&A, PE, & VC and the Technology space.

I have also been featured in Akanksha Bisen’s book, “LinkedIn for Lawyers.”

When I’m not dominating your LinkedIn feed to encourage you to create content on social media, you can find me taking a walk in a park, trekking with my family or geeking out about movies with my friends! 

“Sam is passionate about legal tech and innovation. She has great writing skills and is also very proactive, and always comes prepared with suggestions.” — Gabriela, BlackBoiler

If you want someone to solve your legal marketing problems, I’m a DM away.

If you want to chat about alternative careers or navigating law school, feel free to send me a DM.

If you’re looking for a legal intern at your law firm, I’d be happy to work on commercial contracts. 

And I’m always looking to work on cool projects—even meta stuff like blockchain—I love simplifying the complex.

Check out my work here: https://spiny-page-d02.notion.site/Samridhi-Jain-d0c3ffba5a8245f19eaf3371a412bbd8 

Let's chat about your marketing plans: https://calendly.com/samridhiwriteslegally 

P.S. You call me Sam—I know you read this. You call me “Samriddhi,” “Samidhi,” Samrudhi,” or any other spelling that’s not mine—I know you’re trying to bluff.

Samridhi Jain

We laughed, we cried, and we cooked! When I joined Legaltech Hub, I knew I was working with some of the best people in #legaltech but this is unlike any professional experience I've had! Nicola (Nikki) Shaver, Chris Ford and Jeroen Plink have set the bar high. 

5 countries, 8 nationalities, and 21 people from around the world under one roof in Myrtle Beach! 🌊

And yet… it never felt like the first time we were meeting. Conversations were natural, laughter was constant, and the energy was exactly what you’d expect from a group of people who care deeply about the work they do and about each other.

I barely slept thanks to Cate Giordano (we had too much to catch up on and we’re still not done!), ate the best veg stew courtesy of Nicola (Nikki) Shaver, devoured Nabiha Khwaja’s ice cream, watched unreal sunsets, and consumed an unhealthy amount of cheese (and proudly brought some home).

There were Walmart adventures, long beach walks, cultural exchanges, mini-golf (where Luke Moss discovered my surprising proficiency with numbers), and multiple highly strategic runs to Target and other establishments.

Warm, nerdy, energized, curious, empathetic, and genuine are the words I would use to describe all of us. 

Everyone showed up with a little piece of home (yes, the snacks were amazing), and it turned into a global friendship built in just three unforgettable days.

A huge thank you and the biggest hugs to Katy Mills and Cate Giordano for orchestrating every detail and making sure our time together was truly special. It was incredible meeting everyone in person!

Some companies say “bring your whole self to work.” LTH says, “Sure—and here’s some cheese, socks to keep you warm, unhinged experiences, and maybe an award while you’re at it.” 

I’m home now… but still carrying 20 warm hugs from friends around the world. 💖

See you all soon!

Nicola (Nikki) Shaver Stephanie Wilkins Nabiha Khwaja  Cate Giordano Cindy Graham Sarah Glassmeyer Cheryl Wilson Griffin Sam Moore Boris Katava Kristin Hodgins Yasmin Green Claudia Caiafa Alex Coupe Savannah Holowachuk Rory Halligan Katy Snell Katy Mills Luke Moss Chris Ford Jeroen Plink

This is not Central Park but I’m headed there 🔜 I’ll be in New York 🗽 27th Nov - 2nd Dec! Who should I meet in #legaltech? Tag them!! Or just send me a DM/ comment if you’d like to meet 😄

I’m taking #nyc recommendations for offbeat things to do, where to grab veg food 🍛 and tips on managing jet lag from India 🇮🇳😭

No alternative text description for this image

Icertis Acquires Dioptra and I cover that for Legaltech Hub. While reporting this story, what struck me was that legal tech is entering a phase where the real MOAT is depth, context and whether software can keep up with evolving customer needs.

Here are my three cents:

1. Legal teams want systems that work the way they work

The Dioptra story is essentially a story of listening. Their growth came from solving problems lawyers trip over daily: playbooks no one uses, redlines that feel disconnected from business reality, and obligations that disappear the moment a contract is filed away. Dioptra and Icertis share a focus on the full contract lifecycle—both pre- and post-execution—and that alignment is a major reason the acquisition fit so naturally.

2. The contracting stack is consolidating (but not for reasons people think)

This isn’t consolidation because “buyers want one vendor.” That line gets repeated so often it’s lost its meaning. The real pressure point is different: legal teams are exhausted by scattered tools that don’t talk to each other. They want consistency—of data, of context, of decisioning. When integrations start driving product strategy more than roadmaps do, it becomes obvious that the next wave of winners will be companies that can deliver coherence, not just capability. That’s exactly the bet being made here. And I remember writing about this as "all roads lead to one login" just a few months back. I'll also link that piece below. 

3. The edge isn't AI (it's more technical) 

It's what you can do with AI to solve problems. Solving the problem is at the heart of it and builders and buyers of legal tech should not forget that. I saw someone on Reddit saying that firms are rushing to buy the fanciest AI on the market to appear with the times and while no one can verify the accuracy of that statement, there is a lesson from it - don't go chasing after something just because it *appears* to work or is good for marketing. 

Farah GASMI says it's going to be about memory as we go forward. The contracting systems that will matter going forward are the ones that can remember how your business negotiates, what positions you’ve historically taken, where your risks live, and how those decisions play out over time. 

In my view, “better RAG” is the small win. The real work is building memory-aware retrieval, stateful agents, and workflow-native orchestration that can actually hold context end-to-end. And that starts with understanding the workflow, not forcing AI into it.

In my conversation with Farah GASMI for the piece, I share the full scoop from the deal, how 1 + 1 = 11 and what lawyers really want from their tech! 

It was lovely chatting with Farah GASMI and Chelcee Coffman! Congratulations to both the teams! 🎉 Pierre Arnoux Jacques A. Anand Subbaraman Dioptra (acquired by Icertis)

Legaltech Hub is hiring for VP/ Director of Marketing! Can confirm it’s an amazing place to work at! Nerdy, fun, and incredibly smart. Join the party:

We’re hiring: VP / Director of Marketing at Legaltech Hub!

We’re looking for a strategic, hands-on marketing leader to drive growth, build brand visibility, and shape our go-to-market strategy in the legal tech space.

If this sounds like you — or if you know someone who’d be perfect for it — get applying now!

🔗 Full job description: https://lnkd.in/ePXJ7qb6

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