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Fin (Legal) Tech & monetizing law firm innovation

The mission to combine law, finance, and innovation to build better, and more profitable, law firms.
Fin (Legal) Tech & monetizing law firm innovation
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Notes
Transcript
CPD

Peter Aprile and Natalie Worsfold interview Dan Katz, associate professor at Chicago-Kent College of Law, director of the Law Lab, and an affiliated member of CodeX at Stanford. 

The group delves deep into Dan's passion Fin (Legal) Tech (i.e., the financialization of law).  Fin (Legal) Tech takes a data-driven, rigorous, and quantifiable approach to risk assessment and predictive analysis. And why, should lawyers care?  Well, it's simple: if lawyers can better predict outcomes, they can put skin in the game, and reap significant financial rewards.

Daniel Martin Katz

Guest

Daniel Martin Katz, Illinois Tech - Chicago Kent College of Law

Professor Katz is a scientist, technologist and law professor who applies an innovative polytechnic approach to teaching law - to help create lawyers for today's challenging legal job market.  Both his scholarship and teaching integrate science, technology, engineering, and mathematics. 

Professor Katz's forward-thinking ideas helped to earn him acknowledgement among the Fastcase 50, an award which “recognizes 50 of the smartest, most courageous innovators, techies, visionaries, and leaders in the law.”  He was also named to the American Bar Association Journal's “Legal Rebels,” a prestigious group of change leaders in the legal profession.

Read Dan’s complete bio →

 

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 09

Using legal trends & vision to help lawyers build something bigger

Guest: Jack Newton
Season 02, Episode 08

Asking questions & the problem of the client-centric law firm

Guest: D. Casey Flaherty
Season 02, Episode 07

Building a client-first law firm before it’s too late

Guest: Jordan Furlong
Season 02, Episode 06

Lawyer proofing law firms & building stronger enterprises

Guest: Jordan Furlong
Season 02, Episode 05

Fin (Legal) Tech & monetizing law firm innovation

Guest: Daniel Martin Katz
Season 02, Episode 04

Axiom Canada's origin & expansion

Guest: Joe Milstone, Bryan Friedman