AI Is Shifting the Bottleneck: Actionstep’s Triona Buckley on Building Smarter Mid-Market Law Firms

In this episode of The Geek in Review, Greg Lambert hosts a solo conversation with Triona Buckley, Chief Product Officer at Actionstep, about generative AI’s growing influence on mid-market law firms. Buckley challenges a common assumption about legal AI: faster task completion does not always remove friction. An associate might produce a draft within seconds, only to transfer the burden upstream to a senior lawyer responsible for reviewing sources, reconstructing reasoning, and correcting mistakes.Buckley argues law firms should shift their attention from speed to systems. Standalone drafting and research tools address individual tasks, while system-level AI connects work across an entire legal matter. Embedded within everyday workflows, AI helps lawyers locate information, reduce administrative work, and preserve more time for client advice and professional judgment. The goal is a smoother operating model, rather than a collection of isolated tools producing faster documents.The conversation also examines institutional knowledge, especially within firms lacking large knowledge management or innovation teams. Buckley describes an approach where AI captures decisions, context, and reasoning as lawyers work. This creates a continuously expanding record of how the firm handles matters, advises clients, and applies professional judgment. Governance still plays a central role, including clear audit trails showing whether a person or an AI agent performed each action.Greg and Triona then explore AI as an individual tutor for junior lawyers. Remote and hybrid work have weakened the traditional apprenticeship model built around observation and informal office conversations. Drawing upon decades of firm experience, an AI tutor might question an associate’s assumptions, prompt additional research, and reinforce the firm’s preferred methods. Such systems offer structured practice while preserving the essential mentoring relationship between senior and junior lawyers.Another major theme is the hidden cost of delayed time entry. Actionstep’s Trace passive time capture technology monitors work across practice management, email, and document applications, then presents lawyers with matter-linked, billing-ready entries. More accurate records help firms recover otherwise forgotten time while producing better data for pricing, staffing, client estimates, and profitability analysis. Those insights grow more important as clients push firms toward fixed fees and output-based pricing.Buckley believes mid-market law firms hold several advantages during the AI transition. They often operate with fewer systems, maintain closer client relationships, and move through organizational change faster than larger enterprises. Success will still require disciplined implementation, trusted internal champions, connected data, and sustained attention to client service. Her message is optimistic but direct: firms with strong relationships, clean data, and a clear economic strategy will be better prepared for agentic AI and the changing business of law.Actionstep's U.S. Midsize Law Firm Priorities ReportMetatags: legal AI, mid-market law firms, Triona Buckley, Actionstep, law firm innovation, AI legal training, legal practice managementListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠Substack⁠[Special Thanks to ⁠⁠Legal Technology Hub⁠⁠ for their sponsoring this episode.]Email: [email protected]: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript: