Ask your client questions & build the solution

How Cognition LLP built AfterSign to fix its clients’ contract management issues.
Ask your client questions & build the solution
Summary
Notes
Transcript
CPD
 
 
 

Peter Aprile and Natalie Worsfold interview Morgan Borins, Caravel Law’s Director of Disruption (formerly Cognition LLP).  Peter, Natalie and Morgan discuss AfterSign, client-centric software solutions, roadblocks to building software, and lessons learned.

Morgan Borins

Guest

Morgan Borins

Morgan is the Director of Business Operations at CounselQuest, prior to which he practiced corporate law as an associate in the Toronto office of Miller Thomson LLP.  He also holds the role of Director of Disruption at Caravel Law (formerly Cognition LLP), where he assists with the management of the marketing and sales functions as well as the development of new legal services offerings.  Morgan is an active member of the Ontario Bar Association, holding executive roles on both the Canadian Corporate Counsel Association and the Law Practice Management Section. He lives in Toronto with his wife and their dog, Annie.

Peter Aprile

Host

Peter Aprile, Counter Tax Lawyers

Peter Aprile is a senior lawyer specializing in tax dispute resolution and litigation. His vision as Counter’s founder and his everyday role at the firm are one and the same: to be an agent of change, uncovering opportunities and developing strategies that achieve more than anyone expected. A creative thinker, Peter studies problems from all different angles to find what others have missed. He’s also convinced that he likes winning more than most people.

Different people describe Peter in different ways. At the CRA and the federal Department of Justice, the word relentless comes up quite a lot. Admittedly, so does the word a**hole – but it’s often said with a certain grudging respect, if not affection. Peter’s clients call him a saint. Well, some of them, anyway. His colleagues describe him as empowering and harddriving, but fair. Peter’s friends call him loyal. His wife describes him as a lot to deal with, but worth it. Peter encourages his young daughter and son to call him “The Big Homie,” though with limited success. His mother describes him with the single word mischievous – before going on to complain that he should call more.

Read Peter’s complete bio →

Natalie Worsfold

Host

Natalie Worsfold, Counter Tax Lawyers

Natalie is a tax lawyer who represents individual taxpayers and owner-managed businesses in disputes with the Canada Revenue Agency (CRA). She also successfully challenges CRA decisions denying taxpayer relief and helps facilitate applications under the Voluntary Disclosures Program.

But what you really need to know about Natalie is that she’s a tax litigator with heart. When she takes a case, it’s not out of technical interest – it’s because she cares. And if she believes the government has got something wrong, she won’t stop until it’s been put right. She’s fierce.

Natalie is the co-architect behind many of Counter’s process workflows, software and data analytics systems, as well as our comprehensive knowledgebase (loving named Hank). And when it comes to preparing cases, she’s Counter’s secret weapon – happiest when elbow-deep in evidence, meticulously building creative solutions to seemingly impossible problems. Because the fact is Natalie sees things that other people don’t.

Natalie’s family and friends describe her as loyal, selfless, understanding and fun. They also mention stubborn. To her Counter colleagues she’s a combination of stellar brainpower and contagious enthusiasm who elevates the game of everyone around her.

Read Natalie’s complete bio →

Point of View

Season 02, Episode 02

Legal tech & NewLaw real talk

Guest: Derek Hopfner
Season 02, Episode 01

The CBA’s Legal Futures Initiative is helping lawyers identify NewLaw opportunities

Guest: Fred Headon
Season 01, Episode 11

Friendly NewLaw world domination

Guest: Peter Carayiannis
Season 01, Episode 10

Seth Godin tells lawyers how to make art & start a ruckus

Guest: Seth Godin
Season 01, Episode 09

Visual cognition, artificial intelligence & legal research innovation

Guest: Adam La France
Season 01, Episode 08

NewLaw lawyering & the side hustle

Guest: Rohit Parekh