Kassi & Rich Finkelman Talk About the AI Data Stewards of Legal Tech

In this technology podcast, Kassi Burns, an attorney and co-founder of All Your Data, talks with Rich Finkelman, Managing Director with Berkeley Research Group. Kassi and Rich dig into the evolving landscape of eDiscovery, emphasizing the critical role of data stewardship and the integration of AI technologies. They discuss the complexities of understanding privilege, the challenges posed by emerging technologies, and the potential of generative AI to streamline workflows.

The conversation also highlights the importance of ESI agreements and the need for collaboration in legal tech education, particularly in the context of international practices. Rich shares insights on building private AI models and the future of AI in the legal profession, concluding with thoughts on responsible AI use and the ongoing need for legal professionals to adapt to technological advancements.

Episode Takeaways

• Data stewardship is crucial in managing client data.
• Understanding privilege is complex and varies by jurisdiction.
• Generative AI can enhance eDiscovery processes significantly.
• Emerging technologies like text messages pose challenges for eDiscovery.
• AI is becoming essential due to the increasing volume of data.
• Collaboration on ESI agreements is often lacking in legal practice.
• The legal industry must adapt to the rapid changes in technology.
• Private AI models can provide tailored solutions for legal applications.
• Education on AI use in legal contexts is vital for future professionals.
• The future of eDiscovery will likely involve more advanced AI tools.

We hope you enjoy this episode of Kassi &...

Episode Timestamps:

00:00 Introduction to Kassi &

00:35 Meet Rich Finkelman: eDiscovery Expert

02:22 The Role of Data Stewards in eDiscovery

09:32 Challenges of Text and Short Form Messages in eDiscovery

17:37 Generative AI in eDiscovery: Opportunities and Concerns

25:35 Private AI Models and RAG Technology

29:48 Transparency and Accuracy in Vector Databases

30:07 RAG's Impact on the Legal Profession

30:58 Data Curation Challenges

31:54 Expert Witnesses and Private Models

33:48 AI's Role in Document Review

40:36 The Future of ESI Agreements

45:31 Collaborating on Legal Tech Education

50:08 Exciting AI Tools and Innovations

52:08 Closing Thoughts and Fun AI Tools

Episode Links:

• Rich's LinkedIn Account: Richard Finkelman | LinkedIn
• Kassi's LinkedIn Account: Kassi Burns | LinkedIn
• Kassi's Website: Kassi Burns – illuminating all your data