File Notes

From helicopter pub crawls in Southland to getting kicked out of university, building a computer business, selling it to a global giant, moving to Malaysia, then abandoning an entire market after discovering firms ran two sets of books, Doug Thomson’s journey eventually led him home to build OneLaw, one of New Zealand’s most trusted legal software systems.We cover:• How a Southland farm kid became a salesperson who ran his own computer company• Why Malaysia’s “shadow accounting” exposed a market no compliance product could fix• How a retired product left 600+ NZ law firms stranded—and created a once-in-a-generation opportunity• The three-year MVP grind, the quakes that slowed everything down, and the first customers who came on for free• How NZ’s unique trust accounting rules keep global competitors outWhether you’re building legal software, running a firm, or just curious how grit, timing, and a bit of chaos can create a world-class product from a small New Zealand town, this episode is for you. This episode is brought to you by VXT. The phone system built specifically for law firms.

Nick Abrahams has had one of the most unconventional careers in law.From starting a comedy club in Tokyo to attending film school in Los Angeles, helping run a dot-com during the boom (and bust), then returning to the law to become a partner at Norton Rose Fulbright, Nick has built a powerful and unique personal brand. We cover:How a Tokyo comedy club and sitcom became part of Nick’s legal detourWhat it was like working on ER and The West WingThe lessons he learned during the dot-com crashWhy going “off-track” helped him build a standout legal careerThe origin of Nick's business, LawPath and how it reached 500,000 customersHow AI is already changing how lawyers workWhy you don’t need a passion - you can build one through masteryWhat separates thriving lawyers from grinding ones‍Whether you’re just starting out in law, thinking about your next move, or curious how creativity, risk, and reinvention can lead to a career you actually enjoy this episode is for you.This episode is sponsored by VXT, the phone system built for law firms.

Hunter Steele grew up surrounded by small law. Now, as the founder and CEO of Smokeball, he’s built a legal tech company that helps small firms get more work done in less time.From his early days shadowing his father in a three-person law firm to knocking on doors in Naperville, Illinois, Hunter shares the journey of how Smokeball found product-market fit, expanded across three countries, and became one of the most popular practice management systems in Australia, the U.S. and the U.K. ‍We cover:How growing up in his Dad's small-town law firm shaped his vision for Smokeball How Smokeball got its first client in the U.S.Why small law firms struggle with running a business and how technology helpsWhat it takes to launch and scale a legal tech company across different regionsThe surprising success of Smokeball’s AI assistant, ArchieThe biggest lessons from leading a fast-growing legal tech companyWhy small law firms should be billing more for the work they do‍Whether you're building a legal tech company, running a small law firm, or interested in how great businesses are built, this episode is for you.This episode is brought to you by VXT, the phone system built for law firms.Connect VXT to your practice management system (like Smokeball), to sync your contacts, record time and automatically save AI phone transcripts and summaries to the right matter.

Early Stephens didn’t think legal tech would be exciting. Now, as CEO of Actionstep, he’s leading one of the fastest-scaling legal tech companies. From his early days in tech to learning from industry legends like Dave Duffield, Early has built his career around strategy, competition, and making the right moves. He shares how Actionstep tripled its team in just two years, why giving ownership to regional leaders was key, and what it takes to scale a legal tech company at speed.We cover: Why Early almost didn’t take the CEO role at Actionstep—and what changed his mind What he learned from working with tech pioneers like Dave Duffield How Actionstep scaled from 80 to 225+ employees in just two years Why giving ownership to leaders in different regions was key to growth How Actionstep’s workflow-driven practice management system sets it apart The reality of leading a high-growth legal tech company What makes a great company culture—and the toughest decisions along the wayIf you’re interested in leadership, scaling a business, or if you want to hear the story behind the practice management system you use, tune in!This episode is brought to you by VXT. VXT is a phone system built for law firms. By integrating with your practice management system, lawyers save an hour everyday on tasks like note-taking and time recording.

Helen Mackay, founder ofJuno Legal, joins us to talk about why she built a different kind of law firm. After working in-house for Nestlé and Novartis in London and later leading IPOs as a General Counsel in New Zealand, Helen saw firsthand that traditional law firms weren’t designed for lawyers who wanted flexibility. So, she built one that was.‍Juno Legal has grown from three lawyers to 33, offering senior in-house legal talent at a fraction of the cost of large firms, while giving lawyers the ability to work on their terms.‍We cover:Helen’s career journey from in-house lawyer to General Counsel to founderThe realities of leading an IPO while raising a familyWhy 30% of lawyers in New Zealand now work in-houseHow Juno provides businesses with expert in-house counsel exactly when they need itWhat makes a great Juno lawyer—and why the right client fit is just as importantHow Helen built a firm where lawyers can do great work and be happy‍If you’re interested in how legal careers are evolving, this episode breaks down what’s driving the shift to alternative legal careers, why businesses are rethinking how they access legal talent, and how lawyers can build careers on their terms, without sacrificing ambition or balance.This episode is brought to you byVXT, the only phone system built for law firms. Connect your phone to your practice management system to automatically save file notes and record your time from phone calls.

Mary Inman, a leading expert in whistleblower law with over 30 years of experience, joins us to share her incredible journey. As the founder of Whistleblow Law, Mary has dedicated her career to championing those who expose fraud and corporate misconduct. She’s played pivotal roles in high-profile whistleblower cases, including Theranos and Hyundai, and has worked globally to expand whistleblower protections. We cover: How whistleblower laws have changed over the years The rise of international whistleblower programs and their impact High-profile cases, including the tactics used to silence truth-tellers Advice for whistleblowers on navigating the risks The critical role journalists play in exposing fraud Mary’s insights into building trust with clients and starting her own firm If you’re curious about what it really takes to expose fraud or want a behind-the-scenes look at some of the biggest whistleblower cases, Mary’s stories shed light on the bravery and challenges involved in speaking up. This episode is brought to you by VXT, the phone system built for law firms.

David Lisitsa, founder and director of NewLaw and an expert in legal technology, walks us through the essential steps to implement a legal tech stack tailored to your firm’s needs. From understanding your firm’s requirements to evaluating different software, implementing and training, and optimizing systems post-implementation, this episode is packed with actionable advice. How to identify your firm’s tech requirements:Discover why defining inefficiencies and non-negotiables is critical before exploring legal tech solutions—and how failing to do so can lead to costly mistakes. The right way to evaluate legal tech:David explains how most firms don’t test systems properly and provides practical tips for evaluating features, integrations, and vendor claims to ensure your choice meets your firm’s needs. Different pieces of a tech stack:From practice management systems (PMS) to document management systems (DMS), client portals, VoIP phone systems, and trust accounting software, we discuss the features that matter most and why one system can no longer do it all. Planning for implementation:Learn how to budget for software beyond just subscription costs, including implementation, customization, and potential disruption to operations. Implementation and training:Tips for ensuring a smooth rollout, including staff training methods, test runs, and avoiding disruption during go-live. Post-implementation optimization:Why your tech journey doesn’t end after implementation and how ongoing reviews and phase-two planning can unlock even greater efficiency and profitability. Whether you’re looking to overhaul your existing tech stack or change one piece of your stack, this episode provides a comprehensive guide to making smarter decisions and avoiding common pitfalls. David’s expert advice is your shortcut to a more efficient and profitable practice. This episode is brought to you by VXT, the legal phone system that integrates with your practice management system.

Caralee Fontenele shares her incredible journey from starting law school in her 30s to taking over a law firm with significant debt and transforming it into a thriving seven-figure practice. Her story highlights determination, smart decision-making, and a passion for helping other law firm owners grow their businesses while avoiding burnout. We cover: How she balanced studying law, raising three children, and working full-time The challenges and strategies behind turning a struggling law firm into a profitable business The importance of niching down and building brand authority in a competitive legal market Smart hiring practices, systematization, and empowering teams to achieve scalability Building Scalable Law, a program that helps law firm owners grow their practices with confidence Whether you’re a junior lawyer with entrepreneurial aspirations or a seasoned firm owner seeking fresh ideas, Caralee’s insights provide a practical blueprint for balancing business success and personal well-being. View Scaleable Law This episode is sponsored by VXT, the phone system built for law firms.

Jack Newton, CEO of Clio, shares the pivotal moments and strategic insights that propelled Clio from an ambitious startup to a global leader in legal technology. From pioneering cloud-based legal practice management software to reshaping the way law firms operate, Jack’s story is a masterclass in innovation. Jack also discusses how Clio’s evolution mirrors the broader transformation needed in the legal industry, encouraging firms to embrace change and reimagine how they deliver value. We explore: Clio’s ascent from bootstrapped legal tech startup to practice management powerhouse Identifying and addressing gaps in the legal market The role of cloud-based legal software in modernizing law firms and offering scalable growth Rethinking innovation beyond “building faster horses” Emerging trends shaping the future of legal practice, including client-centered services and flexible billing models Tackling the access to justice gap as a product-market fit challenge Whether you’re a law firm leader or legal professional looking to stay ahead, or just curious about the future of law and technology, Jack’s insights offer invaluable lessons and inspiration. This episode is sponsored by VXT. Lawyers spend half their time at work on paperwork from calls, messages, and meetings. Law firms use VXT to make phone calls, send messages, host meetings, and we automate all of that paperwork using AI and integrations with legal software like Clio.

Missed calls could be costing your law firm more than you think. Recent data from Clio’s Legal Trends Report shows how poor client communication is driving potential clients away—and it's more common than you'd expect. William Burry, CRO of VXT, joins Sophie to discuss these findings and explore practical solutions for improving client interactions. From the rise of automation in legal services to the growing shift toward fixed-fee billing, we break down the key trends shaping the future of law. Plus, William shares how small changes like phone systems and prioritizing client calls, can have a huge impact. ‍Key Highlights: Nearly 50% of law firms fail to answer client calls—leading to lost business. Automation’s role in freeing up time for lawyers and improving client service. How fixed-fee billing models are pushing firms to operate more efficiently. Practical ways VXT helps firms solve the issues outlined in Clio’s report. Tune in for a deep dive into the trends and solutions shaping the future of legal practice. Brought to you by VXT, the phone system built for law firms.

Shane Goudey takes us on a journey through Silicon Valley's venture fund landscape, from the rise and fall of the dot-com boom to navigating the economic downturns that have since followed. Growing up in Wyoming and influenced by his attorney mother, Shane's path into venture law was anything but typical. In this episode, he shares the lessons learned from his time on Capitol Hill, his shift into venture capital, and the rollercoaster ride of Silicon Valley’s economic cycles. We explore: How Shane broke into venture funds during the dot-com bubble at Cooley LLP. Key insights from helping to build funds through booms and busts. The importance of investor relationships, evolving fund terms, and succession planning. Practical advice for young attorneys and opportunities in business development. Shane’s reflections on moving to Sidley Austin and what’s next for venture funds. Whether you're an aspiring venture lawyer or curious about Silicon Valley’s financial ecosystem, Shane’s story is full of actionable advice and fascinating insights. Brought to you by VXT, the phone system built for attorneys.

From people wearing fishbowls on their heads to legends in the legal industry like Jake Gyllenhaal and Camille Vasquez, Filevine’s LEXSummit had it all. But one thing stood out: the phones never stop ringing for personal injury attorneys. So, what happens when first impressions fall through? Here’s the reality: calls are flying in—but how quickly are you answering? How many are slipping through the cracks? Can you tell if it’s a past client on the line? When talking with attorneys at LEXSummit, the need for smarter call handling was obvious. VXT’s integration with Filevine hit the mark for key stages in the client experience journey from knowing who is calling and access to in-depth call analytics and call flows. In personal injury law, client experience starts with the first ring—and the right tools can make all the difference.

The ALPMA Legal Conference just wrapped up in Brisbane, and VXT was right there in the thick of it. Here's what we learned: Clio’s poised to make a big impact in APAC—watch this space. Actionstep owned the floor with mid-sized firms, while Smokeball took over the smaller ones. Yes, there was a masseuse and a pop-up hair salon. And yes we did partake. Oh, and keynote speaker who survived 6 years as an Al Qaeda hostage? Mind-blowing. This episode is brought to you by VXT, the phone system that integrates with your practice management system.

In this episode, we delve into the importance of branding and digital marketing for law firms with marketing expert Ava Emdadian. Ava shares her career journey from technology marketing to founding Legal Galaxy Marketing, focusing on the unique needs of law firms. Key topics discussed include the shifting competitive landscape, the increasing importance of websites and digital lead generation, and the benefits of leveraging SEO, paid ads, and co-branded marketing. The conversation also highlights effective strategies for optimizing websites, utilizing social media, fostering personal branding, and incorporating PR and media to build trust and credibility. Additionally, Ava emphasizes the significance of measuring ROI, targeting specific market segments, and automating client reviews to enhance marketing efforts efficiently. File Notes is brought to you by VXT, the only phone system built for law firms. Learn more about Ava Emdadian and Legal Galaxy Marketing.

In this episode of the File Notes podcast, host Sophie Svenson chats with Mollie Tregillis about the evolution of the legal industry amid rapid technological advancements and generational shifts. Mollie shares her unique career journey—from earning a media communications and law degree to leading a consulting practice in legal operations at Minter Ellison. Experiencing firsthand the "currency of being busy" phenomenon that pervades law firm culture, Mollie decided to break away and start her own consulting practice. This move was driven by her desire to challenge the traditional busy culture and promote a more balanced, efficient approach to legal work. They dive deep into the impact of emerging technologies like generative AI, exploring how these tools are disrupting conventional business models and encouraging a shift toward value-based pricing. Mollie discusses how she now assists law firms and lawyers across Australia in navigating these technological changes while simultaneously addressing cultural challenges related to overwork and inefficiency. The conversation also highlights the priorities of the new generation of lawyers, who are advocating for work-life balance and significant cultural shifts within law firms. Mollie emphasizes the need for changes in legal education and firm structures to align with these evolving expectations. Offering actionable advice, she encourages young lawyers to take a flexible approach to their careers, experiment with diverse opportunities, and avoid feeling confined to a traditional career path. This episode provides essential insights into the future of legal services, the transformative role of technology, and strategies for firms to adapt to meet the demands of both clients and a changing workforce—all while breaking free from the traditional "busy culture" that has long dominated the industry. Brought to you by VXT, the phone system built for lawyers.

In this episode, we sit down with Sam Burrett, the AI lead at Minter Ellison, one of Australia’s most innovative law firms. Sam takes us on a journey through his unique role, blending his background in law and philosophy to shape the future of legal tech. We chat about the real impact of AI tools like chatbots and Microsoft’s CoPilot on both productivity and client service and dig into the nuances between automation and true innovation in legal practice. Sam also sheds light on crucial topics like AI governance, risk management, and the ethical considerations that come with AI. Throughout the conversation, he highlights the importance of keeping people at the center of AI adoption and shares practical advice on how to navigate the risks of this powerful technology. Whether you’re curious about AI in the legal world or want actionable insights on implementing AI responsibly, this episode offers a wealth of knowledge and inspiring success stories. Brought to you by VXT, the only phone system built for law firms.

Robyna May takes us through her unique journey from aspiring journalist to a leading expert in legal operations innovation at Verlata Consulting. Robyna delves into the critical role of technology democratization in law firms, showcasing how tools like VXT, Power BI, and generative AI are revolutionizing operations and helping lawyers reclaim valuable billable hours. We explore strategies for seamlessly integrating AI into law firm operations, focusing on scalable solutions that enhance efficiency and decision-making. Brought to you by VXT, the only phone system built for law firms.

When it comes to cyber attacks on law firms, it's not a question of if, but when. This sobering reality sets the stage for an insightful episode featuring Annie Haggar, who delves into the critical world of cybersecurity for legal professionals. In this discussion, Annie highlights the potential impacts of breaches on reputation and client trust. She shares her professional journey into cybersecurity law, offering valuable insights gained from her expertise in this rapidly evolving field. Her perspective underscores the importance of robust cybersecurity measures for law firms of all sizes. Annie paints a clear picture of the evolving threat landscape, from ransomware attacks to sophisticated social engineering tactics. Her breakdown of these risks is both informative and accessible, tailoring her advice to both small practices and large firms alike. The conversation takes an interesting turn as Annie explores the future of cybersecurity, with a particular focus on the dual nature of AI in this field. Listeners will find her insights on how AI might be used by both attackers and defenders particularly thought-provoking. Throughout the episode, Annie provides practical, actionable advice. Her tips on improving password security and implementing multi-factor authentication are straightforward yet effective, offering listeners immediate ways to enhance their cybersecurity posture. This episode serves as a wake-up call for legal professionals, highlighting the pervasive role of technology in the industry and the need for constant vigilance in the digital age. It's a must-listen for anyone in the legal field looking to stay ahead of cyber threats and protect their firm's digital assets. This episode is brought to you by VXT, the fully integrated phone system, built for lawyers.

Ryan McKeen, founder of Connecticut Trial Firm, shares his journey from aspiring teacher to becoming a successful personal injury lawyer renowned for his firm's remarkable $100 million jury verdict in the Mikey Cruz case. Ryan discusses the pivotal role of technology in transforming law firms, from marketing strategies and scaling to identifying business opportunities and implementing cutting-edge legal tech. He offers expert insights on choosing the right software, recognizing green and red flags in legal technology, and the importance of APIs. As an adjunct law professor and consultant, Ryan's passion for teaching and guiding others is evident. He explores the future of legal practice with AI and provides practical advice for law firms to adapt and thrive in an evolving landscape. Tune in for an engaging discussion on leveraging technology for law firm growth and efficiency. File Notes is brought to you by VXT - the only phone system built for lawyers.

In this episode, Cameron Madgwick shares his unplanned and diverse career journey, detailing his transitions in and out of the legal industry and his eventual rise to CEO of Gibson Sheet. Cameron begins by discussing his early career at Russell McVeagh and his subsequent roles with New Zealand Rugby, New Zealand Oil and Gas, Contact Energy and PEP ANZ. Each position provided him with valuable experiences, highlighting the importance of context, communication, and understanding stakeholder perspectives. In his current role at Gibson Sheet, Cameron outlines a strategic focus on people, clients, and technology, including the implementation of a profit-share scheme and the transition to a new practice management system. File Notes is brought to you by VXT, the fully integrated VoIP phone system for lawyers. 00:00 Introduction and Career Beginnings 00:32 Sponsorship Message from VXT 01:08 Cameron's Journey into Law 03:25 First Role at Russell McVeigh 07:40 Transition to In-House and New Zealand Rugby 10:10 Leadership and Stakeholder Engagement 18:37 Becoming a CEO 22:30 Current Role at Gibson Sheet 27:24 People, Clients, and Technology Strategy 41:46 Quick Fire Questions and Conclusion

Amy Leong is a lawyer, podcaster, and advocate for female legal professionals to burn bright, not out. Amy shares her personal account of experiencing burnout, anxiety, and depression in what she thought was her dream job. She discusses the warning signs she ignored, the importance of a supportive workplace culture, and the steps she took to seek help and recover. ‍ Amy also delves into her journey in law, from her early inspirations to her current role. The episode is rich with practical advice for recognizing burnout, coping mechanisms, and creating a healthy work-life balance. ‍ Connect with Amy here: ⁠Website⁠ // ⁠Linkedin⁠ // ⁠Instagram⁠ // ⁠Facebook⁠ // ⁠Spotify⁠ // ⁠Apple Podcasts⁠  ‍ File Notes Podcast is brought to you by VXT, the fully integrated legal phone system.  

Scott Moran shares his journey of making the hard decision to leave Duncan Cotterill, one of New Zealand’s largest law firms, after 28 years to establish his own boutique law firm, Moran Law. He discusses the challenges and lessons learned from opening the Duncan Cotterill office in Wellington and offers insights into effective leadership and maintaining a positive law firm culture. Scott also provides his perspective on the impact of AI on the legal profession and IP law, the challenges of harmonizing IP laws across jurisdictions, and the importance of personal branding for lawyers. Additionally, he talks about his governance roles, what he has gained from them, and advice for lawyers aspiring to join boards. The episode provides valuable takeaways for legal professionals considering starting their own firm or looking to grow within their current roles. This episode is brought to you by VXT - the fully integrated legal phone system.

In this episode, we sit down with Renika Siciliano, the Executive Director of McCaw Lewis. Renika leads the firm's exceptional and passionate lawyers in the Te Tiriti o Waitangi and workplace law areas. Renika provides legal and strategic advice to clients across Aotearoa, New Zealand and has extensive experience in matters relating to Treaty settlement negotiations, Māori governance and iwi disputes. ‍ Growing up in a tight-knit community of just 3000 people, Renika shares her journey into law and why she's remained dedicated to McCaw Lewis throughout her career. We explore her remarkable rise to Executive Director in just 12 years and the pivotal matters she's been involved in, including the Marine and Coastal Area (Takutai Moana) Act. ‍ Renika offers fascinating insights into negotiating with the Crown, shedding light on common misconceptions about treaty settlements. ‍ Renika has been recognized as one of NZ Lawyer's Most Influential Lawyers and Elite Women, as well as a Doyles Leading Māori Law practitioner. ‍

Joshua Reimer In this episode, we sit down with Joshua Reimer, the managing director and founder of Johnston Reimer Lawyers, for an insightful conversation about building and scaling a successful law firm from the ground up. Starting with just a small corner office 8 years ago, Joshua and his team at Johnston Reimer Lawyers have grown exponentially over the years, now boasting a team of 50 employees. Rapid growth comes with it's own unique set of challenges. Joshua's shares his insights on navigating these hurdles from managing cash flow, selecting technology to maintaining a positive workplace culture. One of the firm's key areas of focus is providing justice and support to victims of crime, a mission that drives much of their work. Joshua shares the unique challenges and rewards of this practice area, emphasizing the importance of empathy and understanding in serving clients who have experienced trauma. A core pillar of Johnston Reimer Lawyers' success lies in their innovative approach to technology. By putting in place cloud-based systems right from the very start, Joshua and his team are at the forefront of leveraging technology to streamline legal processes and better serve their clients. We explore their tech stack, including tools like Actionstep and VXT and discuss the potential impact of AI on the future of the legal industry. As the firm continues to grow, Joshua reflects on the challenges ahead and shares valuable advice for aspiring lawyers. His insights into maintaining workplace culture, embracing innovation, and prioritizing personal growth offer invaluable lessons for anyone on the path to success in the legal world. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

In this episode, we speak with Sarah Salmond, a commercial lawyer and Partner at MinterEllisonRuddWatts. Sarah found her calling in the world of international trade through a chance encounter while waitressing. Sarah gives us an insider's view of her intriguing journey, from her first exposure to World Trade Organization meetings in Geneva, to her stint at the OECD in Paris, and her transformative decision to retrain as a lawyer in her early 30s. She shares her experiences of establishing new law firm practices and advising clients on the full spectrum of public, regulatory and international trade law matters. A significant portion of our discussion addresses the tightrope women walk as they juggle work and family responsibilities. Sarah emphasizes the critical role of mentorship and strategic support systems in fostering women's advancement in the legal profession. She candidly discusses the pressing issue of burnout and overwork, underscoring the need for organizations to monitor work patterns and enforce policies to prevent burnout. As we navigate the complexities of international trade, Sarah sheds light on emerging trends and challenges, including the proliferation of sanctions, the imperative for businesses to diversify and hedge risks in the current geopolitical climate, and the need for innovative market access strategies to supplement traditional trade agreements. Sarah speaks about shares her active governance roles with the New Zealand International Business Forum and AmCham New Zealand, and her passionate advocacy for law reforms that will deliver widespread benefits for New Zealand businesses, like enabling paperless trade.

‍Robert Ambrogi In this episode, Luke sits down with Bob Ambrogi, a notable figure bridging law, journalism, and legal tech. Bob shares his journey, which began with a professor's advice to study law for a deeper understanding of journalism. This advice set him on a path that merged legal practice with legal journalism, leading to his creation of LawSites, one of the first blogs exploring the impact of the internet on law and subsequently, a popular podcast; LawNext. Bob discusses the shift in news media and the challenges faced by business models in the digital age. Drawing from his early experiences in publishing a local paper, he talks about the difficulties in monetizing content despite growing readership, influenced by social media and the fast pace of today's news. A key part of our talk focuses on AI's role in transforming legal services. Bob predicts major changes in how legal practices operate, the evolving nature of lawyer-client relationships, and the emergence of new service providers. He highlights the potential of AI to make legal help more accessible while cautioning about its current limitations. Bob also shares practical advice for those starting a legal podcast. He emphasizes the importance of focusing on quality content and guests, and provides tips on consistency, investing in travel recording kits, and leveraging spontaneous guest interactions. Join us as Bob Ambrogi guides us through the intertwined worlds of law, journalism, and technology, offering insights from his unique perspective at the intersection of these evolving fields.

Episode 13 Your host for this episode is Luke Campbell. ‍ ⁠Matthew Vaughan⁠ In this episode, we delve into legal technology trends with Matthew Vaughan, the Chief Information Officer at Tompkins Wake law firm in New Zealand. Join us as Matthew sheds light on the firm's recent transition from legacy systems to cutting-edge cloud-based tools, offering valuable insights into the strategic decisions, challenges, and transformative journey that define this technological evolution. Matthew takes us back to mid-2019 when he joined Tompkins Wake and shares his pivotal role in steering the firm through the challenges posed by the COVID-19 pandemic, facilitating a rapid and effective transition to remote work during New Zealand's lockdowns in 2020. The heart of the episode revolves around Tompkins Wake's ambitious project over the last 18 months—a comprehensive transition from on-premises systems to a state-of-the-art cloud-based practice management platform. Matthew navigates through the drivers behind this transformation, the meticulous criteria for vendor selection, and the implementation challenges encountered along the way. A crucial aspect of this technological shift is emphasized—the importance of understanding internal processes and requirements. Matthew highlights the significance of process mapping workflows, distinguishing must-have from optional criteria, and navigating the mindset shifts necessary when assessing new systems relative to legacy ones. The conversation then delves into the intricacies of data migration and change management, unraveling key pain points in areas such as data cleanup and enhancement, along with the communication struggles inherent in managing change during the cloud migration implementation. Looking towards the future, Matthew shares his insights on technology trends reshaping the legal landscape, particularly the role of AI and automation in redefining law firm differentiation and competitive positioning. Integration capabilities and execution emerge as pivotal factors in staying at the forefront of technological innovation. This episode is brought to you by VXT the leading VoIP phone system for lawyers.

Your host for this episode is ⁠Sophie Svenson⁠ and⁠ Luke Campbell. ‍ ⁠⁠⁠⁠Colin Levy⁠⁠ Colin Levy, a prominent figure in the legal tech field, has a compelling story that weaves together his lively upbringing in Boston with his current roles as Director of Legal at Malbec, a legal tech company, and as a notable legal/tech personality on social media. His journey is marked by passion, resilience, and purpose. In his early career, Colin discovered his inclination toward in-house counsel work focused on technology, diverging from the traditional norms of law firm culture. Reflecting on his experiences in law school and an exchange program at the London School of Economics, he shares pivotal moments that shaped his perspective, emphasizing a practical and tech-centric approach to legal practice. As the Director of Legal at Malbec, Colin not only navigates the complexities of contract lifecycle management but also actively engages in content marketing and relationship-building. His goal is to showcase the dynamic landscape of legal tech through insightful interviews. The episode explores a crucial aspect of professional life—addressing mental health challenges. Colin candidly shares his experience with burnout early in his career, highlighting the importance of normalizing discussions around mental health and actively listening to issues before they escalate. Colin then guides us through his strategic approach to building a thought leadership presence. From intentional growth on social media by engaging with others' content to crafting his own focused content on legal tech, Colin explains how he cultivated an online personal brand and community. This journey culminated in the authorship of a book introducing the legal tech landscape. Mentorship and networking play a pivotal role in Colin's journey as he actively forges relationships within the legal tech community. The conversation touches on the crucial need for industry-wide discussions on mental health, advocating for breaks and humanity in the workplace for sustained success. Join us for this insightful conversation with Colin Levy, where career decisions, mentorship, mental health advocacy, and thought leadership converge in a narrative that offers valuable lessons for all. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

Episode 11 with ⁠Maria Sopoaga. Your host for this episode is Sophie Svenson and Ella Cleary. In this episode, we have the pleasure of chatting with Maria, as she shares her inspiring journey navigating the legal landscape. Join us as Maria candidly shares the reality of inequality and the lack of representation in the legal profession, delving into her isolating law school experience, her transition from in-house to private practice, and the critical importance of mentors and networks. The heart of our discussion revolves around the significance of mentors in Maria's journey. Maria advocates for the power of starting small with quality mentoring relationships and cherishing multi-industry perspectives from individuals in different life stages. Maria candidly addresses diversity issues within the legal profession, expressing skepticism about performative efforts focused solely on numbers. She advocates for blind spot awareness and active listening as transformative tools to foster genuine inclusivity. The episode also explores Maria's candid approach to speaking out on diversity issues, particularly on LinkedIn, where she invites people to reflect on blind spots, fostering a safe and inclusive dialogue rather than confrontational debates. As Maria shares her motivation for community service, we delve into the empowering aspects of volunteering and governance roles. Closing our conversation, Maria imparts wisdom on achieving work-life balance, emphasizing the importance of boundaries, celebrating small wins, and distinguishing between her job and a richer life purpose outside of law. Join us in this thought-provoking conversation with Maria, where her journey serves as a beacon for addressing diversity challenges and moving beyond performative efforts toward genuine cultural change in the legal profession. This episode is brought to you by VXT, the VoIP phone system built for lawyers.

Episode Ten Your host for this episode is Sophie Svenson and Ella Cleary. ‍⁠Josh Seidenfeld⁠ In this episode, we sit down with Josh Seidenfeld, a partner at Cooley, a prominent Silicon Valley law firm deeply entrenched in the startup ecosystem. Join us as Josh unravels his captivating journey from college athlete to holding dual MBA/JD degrees, delving into pivotal experiences that have shaped his trajectory in the world of startups. Our conversation kicks off with Josh's athletic and academic background—his initial pursuit of a professional athlete's career, a college sports journey, and a resilient shift to academia and law school. Josh navigated his way to a dual MBA/JD degree, setting the stage for a multifaceted career. Josh recounts the twists and turns that led him to Cooley from his summer associate role, and a subsequent deferral to join a startup during the 2008 financial crisis. Josh takes us through his transition back to Cooley, exploring the considerations of sacrificing startup leadership opportunities for Big Law training and credibility. He provides an inside look into Cooley's partnership process, shedding light on practice group focus, internal feedback, and the formal review that propelled him to partnership. The heart of the conversation revolves around Josh's current role advising startups and high-growth companies. He shares insights into guiding companies through the entire lifecycle—from formation to IPO—focusing on critical areas like employment, expansion, and strategic financing decisions. Josh provides valuable perspectives on avoiding common startup mistakes and the importance of long-term client relationships. Delving into the innovative side of legal practice, Josh shares his approach to creatively interpreting regulations to foster innovative business models while demonstrating good faith efforts to comply. He underlines the dynamic intersection of legal compliance and innovation. As we wrap up, Josh reflects on the rewarding aspects of long-term client relationships, drawing parallels to his inspiration in advising founders over the years, witnessing product launches, and contributing to the success of startups. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

Episode Nine Your host for this episode is Sophie Svenson and Ella Cleary. ‍ ⁠Anna Ryan⁠ In this episode, we speak with Anna Ryan, the brilliant mind and seasoned competition law expert at Lane Neave, one of New Zealand's top law firms. Anna takes us through her career and shares insights and pieces of advice you can only gain from 16 years in the legal trenches. Our conversation kicks off with Anna's early days at Lane Neave as a graduate, initially planning a two-year stint before global events reshaped her career trajectory. Instead of heading abroad, she found herself rising through the ranks, becoming partner, and developing a passion for cultivating enduring client relationships—a hallmark of her time at Lane Neave. Anna shares the story of her academic pursuits, particularly her Masters in competition law at Melbourne University. This academic venture laid the groundwork for founding Lane Neave's competition law practice, where Anna advises on complex issues related to cartels and misuse of market power under New Zealand's Commerce Act. Beyond the legal nuances, Anna emphasizes the crucial role of soft skills and relationships in a lawyer's success, especially as they progress into senior roles. Drawing from her wealth of experience, she shares practical insights into understanding diverse personalities and adapting one's approach for maximum effectiveness. The episode also explores alternative career pathways for lawyers not aspiring to traditional partner roles. From special counsel to consultancy, in-house positions, or becoming a barrister, Anna provides a nuanced perspective on the diverse avenues available within the legal profession. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

Episode Eight Your host for this episode is ⁠Luke Campbell ⁠and ⁠Ella Cleary. ⁠⁠Natasha Blycha ⁠ In this episode, we're joined by Natasha Blycha, a globally recognized expert in smart contracts and distributed ledger technology. Ranked in the Chambers 2023 FinTech Legal Practice Area, Natasha is a leading authority on blockchain, digital assets, and web 3.0. Born in Australia to a Christian mother and an atheist father, Natasha's unique upbringing fueled her interest in ethics and comparative religions. After studying economics and law at the University of Newcastle, Natasha secured 8 job offers at top law firms! Natasha took a decade-long hiatus from 2005 to 2015 to raise her four children across different countries. Despite the break, she kept her mind active by learning Mandarin, running a nonprofit, and reading over 1000 books! Returning to law in 2015 at Herbert Smith Freehills, Natasha faced uncertainties about her marketability. However, Natasha soon progressed to the forefront of tech and digital law as she built Herbert Smith Freehills digital law group across multiple countries. Natasha's entrepreneurial spirit shines as she shares the inspiration behind starting her own law firm, Sterling and Rose. Conceived on a napkin during a week in Denmark (the Australian Denmark!), she reflects on the challenges and emphasizes the importance of diversity at the top. Beyond law, Natasha discusses her tech venture, Nooriam, focused on creating infrastructure for digitizing assets. Natasha shares her views on the rapid adoption of AI in legal services. While acknowledging its efficiency, she highlights the critical issues of responsibility and intent when AI operates autonomously, advocating for a reevaluation of societal values. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

Episode Seven Your host for this episode is Sophie Svenson and Luke Campbell. ‍ Nicola Tiffin is a trailblazer in immigration law and partner at a major New Zealand law firm, Duncan Cotterill. Recently recognized by NZ Lawyer’s 2023 list of 26 ‘Most Influential Lawyers’, Nicola has over 20 years of experience and leads Duncan Cotterill’s national immigration team across five offices. Join us as Nicola recounts her transition from a small-town upbringing to studying law and politics at the University of Canterbury. Nicola's tale takes an unexpected turn when she relocates to London at the urging of her best friend, embarking on a career that lands her in the realm of immigration law. The narrative takes a riveting twist when Nicola uncovers a shocking scandal involving forged work visas within her London firm. We explore the challenges she faced in taking over the practice and supporting impacted clients, a pivotal moment that shaped her resilience and risk-taking attitude in her later career. Returning to New Zealand, Nicola's story unfolds against the backdrop of significant events, including the 2011 Christchurch earthquakes, where Nicola played a crucial role in assisting immigration clients amidst the chaos. From supporting clients after the Christchurch mosque shootings to navigating the complexities of immigration law during the COVID-19 pandemic, Nicola's story is one of determination, compassion, and an unwavering commitment to her clients. Nicola shares insights into overcoming challenges and self-doubt, emphasizing the importance of perseverance and resilience. Join us for an engaging conversation, offering valuable advice for aspiring legal professionals and shedding light on the ongoing gender imbalance in law firms. This episode is brought to you by VXT, the leading VoIP phone system for lawyers.

Your host for this episode is Sophie Svenson. Angus Grayson is the visionary behind HouseMe Legal, a legal practice revolutionizing the home-buying experience for first-time buyers in Auckland. Angus has successfully crafted a legal practice that uses technology to deliver efficient and transparent services tailored to the evolving needs of the next generation of homeowners. In a departure from the traditional processes long employed by large firms, Angus's innovative approach resonates with the shifting attitudes of millennials. Join us as we explore the intricacies of launching your own practice, identifying niche markets, mastering the art of technological integration, and the role of mentorship in an environment that requires both entrepreneurial and legal skills. We delve into the strategic decisions that led Angus to start his own practice and the principles that guide HouseMe Legal in delivering exceptional services to a niche market. ‍ Transcription Summary From dissecting the steps of entrepreneurship to understanding the strategic decisions that underpin HouseMe Legal's success, this conversation is a deep dive into the dynamic intersection of law and business, showcasing Angus's innovative approach to legal services for the next generation of homeowners Angus takes us through the hurdles he encountered after graduating, navigating an oversaturated job market and finding his footing in a boutique firm before making a strategic move to Buddle Finlay. Six years into his career in commercial property law, Angus was poised for the next step when the unforeseen impact of COVID-19 altered his course. HouseMe Legal emerged from Angus's realization that first-home buyers deserved a more personalized and transparent home-buying experience. We discuss Angus's step-by-step process in establishing his practice, from courses with the New Zealand Law Society to leveraging technology at each stage of his processes for optimal efficiency. Throughout the conversation, Angus underscores the importance of transparency and education in providing clients with certainty during their home-buying journey. Key takeaways include the significance of building systems early on, maintaining work-life balance, and the strategic selection of mentors who offer guidance in both legal and business aspects. Angus shares tactics for organic personal brand growth and targeted outreach to find ideal clients. In just over a year, House Me Legal has carved a niche by staying laser-focused on delivering exceptional service to first home buyers, embodying the spirit of innovation in the legal landscape. ‍ Message Angus Grayson on LinkedIn if you would like to discuss starting your own firm, and receive a copy of his guide to starting your own practice. This episode is sponsored by VXT, the leading VoIP phone system for lawyers.

Episode Five Your host for this episode is Luke Campbell and Ella Cleary. In this episode of File Notes, we embark on a captivating narrative that unfolds the life of Anastasia Gamble, a woman whose journey from the heart of Ukraine to becoming a partner at Simpson Grierson in 2022 is marked by courage and resilience. Anastasia's journey unfolds against the backdrop of her nation's transition from the Soviet Union to independence. Her story is one of audacious decisions and the unwavering pursuit of professional excellence. Join us as we traverse the chapters of her life - her childhood in Ukraine, a daring move to the U.S. at 15, studying law in the scenic landscapes of New Zealand, the pivotal moments of mentorship, and the profound impact of the invasion of Ukraine, coinciding with her ascent to partnership. ‍ Transcription Summary Growing up in Ukraine, Anastasiya bore witness to a nation undergoing significant transitions during the dissolution of the Soviet Union. Demonstrating remarkable courage at the age of 15, Anastasiya, already a high school graduate, embarked on a year-long exchange in the United States. Fueling her academic pursuits, at 17, Anastasiya set her course for New Zealand, where she chose to delve into the realms of law and economics at the University of Auckland, ultimately establishing it as her newfound home. During her university years, Anastasiya showcased her proactive spirit by securing a legal position at Madison Hardy, with Principal Geoff Hardy recognized her potential. This encounter paved the way for a mentorship that would significantly shape the trajectory of her early career. Opting to further enrich her professional journey, she later joined Simpson Grierson. After eight years of unwavering dedication, Anastasiya achieved the momentous milestone of becoming partner. Anastasiya takes the audience behind the scenes of corporate and transactional legal work, discussing the intricacies of typical M&A deals from inception to completion. Beyond her legal acumen, she reveals the indispensable skills—ranging from business development to profile elevation—that proved instrumental on her path to partnership. Delving into the inner workings of legal partnerships, she sheds light on the critical factors that partners weigh when determining new appointments. The discussion further delves into the intensity of the partnership nomination process, emphasizing the pivotal support Anastasiya received from her peers during the challenging period coinciding with the Russian invasion of Ukraine. The conversation touches upon Anastasiya's impactful endeavors to support Ukraine, spanning from governmental lobbying to fundraising initiatives through the charity she co-founded, Mahi for Ukraine. The episode culminates in Anastasiya sharing her personal experience with the war in Ukraine, highlighting it as her greatest life challenge, profoundly shaping her perspective on life. Connect with Anastasiya on LinkedIn or find her details on the Simpson Grierson website. ‍ This podcast is sponsored by VXT, the leading VoIP phone system for legal professionals.

Make sure you ⁠Subscribe to FileNotes⁠ on the VXT website for exclusive subscriber only content in your inbox. In this episode, we dive into the intriguing career journey of Jordan Cole, the Operations Director at MinterEllisonRuddWatts, a leading law firm in New Zealand. Starting with a background in commerce and accounting, Jordan found his true calling in the legal realm after realizing the traditional path wasn't for him. From the mailroom of Meredith Connell law firm, he climbed the ladder over eight years, taking on a broad range of operations roles. Jordan shares with us his experiences in handling the firm's response to COVID-19, influencing decisions without formal authority, and the transformative power of volunteering. Join us as we unravel the layers of Jordan's career and discover the lessons he's learned along the way. ‍ Joining MinterEllisonRuddWatts in late 2019 as Operations Manager, Jordan faced an unexpected twist—the onset of the COVID-19 pandemic. He shares insights into managing the firm's rapid response to the crisis, navigating remote work challenges, and leading major initiatives, including a significant office move. Jordan delves into the art of influencing without formal authority, a crucial skill in his role. He highlights the importance of honesty and adaptability, especially when things don't go as planned during crises. On a personal note, Jordan opens up about being diagnosed with Type 1 diabetes during the pandemic, a life-changing experience that added a unique layer to his professional journey. Drawing from his two years of volunteering for Lifeline, he reflects on the invaluable skill of listening without immediately offering solutions. Currently serving on the board of Waitamatā Community Law, Jordan discusses the significance of providing accessible legal help to those in need. Through his experiences, he emphasizes the importance of adaptability, honesty, and the power of truly listening in both personal and professional growth. In this episode, Jordan mentions the ways in which you can volunteer at Lifeline and Waitematā Community Law. Click these links to find out more. Your host for this episode is ⁠Luke Campbell⁠ and ⁠Ella Cleary.⁠ ‍This episode is sponsored by VXT, the leading VoIP phone system for legal professionals.

Your host for this episode is Luke Campbell and Ella Cleary. ‍ Hayden Wilson is the New Zealand chair and partner at Dentons, the largest global law firm in the world. Hayden has practiced law for more than 20 years with particular expertise in public, regulatory and commercial litigation. Hayden has been involved in some of New Zealand's highest-profile litigation cases in recent memory. We talk about why Hayden chose law over medical school, his passion for politics, becoming a partner at a prestigious firm, and of course, his involvement in litigation against former Conservative Party leader, Colin Craig. ‍ In this episode, we delve into Hayden Wilson's professional journey, tracing his early interest in law and politics back to the transformative 1990s when university fees and loans were introduced, reshaping the course of his career. Exploring Hayden's legal trajectory, we examine his path to partnership, emphasizing the evolving criteria that now prioritize leadership qualities over traditional legal skills. Currently holding the position of New Zealand Chair at Dentons, the world's largest global law firm, Hayden's steadfast commitment to shaping the firm's direction has been a pivotal force in his career. Hayden provides insights into his areas of legal expertise, with a focus on litigation, mediation/dispute resolution, and firm governance. He underscores the global advantage Dentons offers to New Zealand businesses. A notable aspect of Hayden's professional life is his pivotal role in a high-profile defamation case, representing Rachel McGregor against Colin Craig. This experience illuminates the limitations of litigation for personal disputes, inspiring Hayden to advocate for an enhanced role for mediation and propose reforms for a more efficient and accessible legal system. Addressing young lawyers, Hayden emphasizes the benefits of exploring different legal environments and seeking mentorship beyond the confines of the profession. Concluding the episode, Hayden shares his perspectives on elevating litigation, advocating for an expanded role of mediation, and proposing reforms to bolster overall efficiency and accessibility. This podcast episode provides a comprehensive exploration of Hayden Wilson's experiences and insights, offering valuable perspectives for those intrigued by the legal profession and its ongoing evolution. ‍ Check out Hayden's latest piece of work, mentioned in the episode; Does compromise, compromise justice? Three proposals for the integration of mediation and litigation.

Enclosed in this file: ⁠Sam Nickless⁠'s unconventional journey from a non-legal career to the forefront of legal innovation. Your host for this episode is Luke Campbell. ‍ Sam Nickless is the CEO of Gilbert + Tobin, one of Australia's largest and most innovative law firms. Nine years ago, after an awesome career outside of law, Sam returned to the legal industry to help lead the firm and cultivate an innovative culture that stands out in the profession today. The conversation covers a lot of topics but dives deep into how AI and legal tech will shape the future of the legal field, and how firms should be developing today to maintain an edge.

Enclosed in this file: Jeremy Muir's early career, overcoming personal challenges and practical steps to becoming a partner at a large law firm. Jeremy Muir is widely recognised as New Zealand's foremost lawyer in crypto with broader expertise across financial services, FinTech and investments. Jeremy is a Partner at MinterEllisonRuddWatts and co-leads the firm's banking and financial services division. He is in the Legal 500 Asia Pacific’s Hall of Fame for investment funds and is ranked in the top tier for financial services by the Chambers Asia Pacific. In today's conversation, we discuss everything from Jeremy’s early career to overcoming difficult personal challenges, becoming a partner at one of New Zealand's largest law firms and the practical steps that have been important to his success. Your hosts for this episode are Luke Campbell and Ella Cleary. The File Notes Podcast is brought to you by VXT, the leading VoIP provider for legal professionals.