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Overview

Dear Friends and Colleagues:


It's time again for our Fall LegalTech Workshop at Bonny Doon! This will be our 7th annual, another milestone, and I hope you will join us.


Here is the narrative from about a year ago:


We are witnessing the most consequential time for our industry in our lifetimes. I know that statements like this tend to be made too often ….. but this time it feels different. I met a startup the other day who claimed they will reduce the time attorneys spend on their particular task by an order of magnitude, and this is pretty much what all the new generation of the startups are saying. Multiply this story by hundreds (if not thousands) of new legaltech AI startups coming out of the woodwork, and you realize the potential enormity of the coming regime change.


But, but. Here is what I am hearing from the market more recently:


The rollout of AI legaltech platforms has been skittish. Adoption by major law firms and enterprises in many cases seems to be stuck at the pilot stage, as concerns about hallucinations, reliability, confidentiality and liabilities overhang decision-making. The recent Stanford benchmarking study was not reassuring.


Are these normal bumps in the road, hurdles that will be overcome with even more clever algorithms and solutions, or are the difficulties more intractable than originally thought? These and other questions will be explored.


As usual, we will be showcasing 10+ top startups at our Workshop. We cast our net widely, and the companies will cover everything from transactions to litigation to compliance to governance.


We will also feature two exciting panels: "Reimagining the Practice of Law if we could Start from Scratch" and "Progress Report: Where are we on the Arc of AI for the Law?", both led by top speakers.


This year we are shifting our programming to include more mini-sessions. We are reducing the number of discussion panels in favor of short "Something on My Mind" (SOMM) Sessions, where prominent folks in the LegalTech industry present an interesting problem, hypothesis, new technology or trend they'd like to discuss and get immediate feedback on. Our goal is to catalyze conversations that continue after we part ways. In this way we can cover a lot more ground and we give our community more agency in program creation. If you have something on your mind you'd like to share, please send us your ideas here.


There will be another big change this year. We will be moving the day program to a classic ballroom in Santa Cruz overlooking the beach and boardwalk. This is a more professional meeting facility than Bonny Doon. I know this is not why you are coming to our Workshop, and we only have a one hour break at lunch, but just in case it matters we will be making available some flip flops, beach hats, sunscreen and bag lunches, and I have asked Katie to see if she can find some plastic shovels and buckets for those who like to play with sand . . . .


But never fear, we are not leaving Bonny Doon and we aim to retain the sense of Bonny Doon intimacy and camaraderie! At the end of the day we will arrange for shuttle buses to bring people to Bonny Doon for a nice bash -- a wine and beer reception, walk around the pond, music and dinner. Shuttles will be available to bring people back to the beach parking lot at the end of the evening. (And those that wish to drive to Bonny Doon can of course do so.)


Register now to secure your seat for LegalTech 7!


Very much looking forward to seeing everyone in Santa Cruz and Bonny Doon!



Warm Regards,


Howard Chao

Doon Insights

Startups

Showcasing Startups

Abstract

Accident

Billables AI

Briefpoint

Centari

Cloud Court

Dioptra

Orby AI

Remaster

Syntracts

Sessions

DISCUSSION PANELS

Reimagining the Practice of Law if We Could Start from Scratch


Raj Goyle, Goyle Ventures (moderator)

Ralph Baxter, Ralph Baxter Inc. 

Bridget McCormack, AAA-ICDR

Progress Report: Where Are We on the Arc of AI for the Law?


Michael Bommarito, Krucible AI (moderator)

Pablo Arredondo, Thomson Reuters

Danielle Benecke, Baker & McKenzie

Megan Ma,  CodeX

SOMM SESSIONS


"Something On My Mind" (SOMM) Sessions are 15 minute mini-sessions where prominent folks in the LegalTech industry present an interesting problem, hypothesis, new technology or trend they'd like to discuss and get immediate feedback on. Our goal is to catalyze conversations that continue after we part ways.

Ken Crutchfield, Wolters Kluwer

Benchmarking AI Systems and Assessing Outcomes


Dennis Garcia, Microsoft

Change Management for Lawyers in the Era of AI 


Joe Green, Gunderson Dettmer

The New Normal for Teaching and Training Young Lawyers 


Conan Hines, Fried Frank

Marketing LegalTech with Savvy, Not Hype


Enam Hoque, LawBeta

The Effectiveness of Synthetic Data for Legal Contracting Tasks


Ilona Logvinova, Clear Gottlieb Steen & Hamilton

Why the Future of Law will be powered by Data Analytics and Emerging Technologies 

 

Bill MillsLexisNexis

How Will GenAI Affect the Running of Corporate Legal Departments?

Léo MurgelSalesforce

Real AI Business Impact with Clicks Not Code


Scott Mozarsky, JEGI Clarity 

The Inevitable: MSOs Entering the Legal Market 


Jacqueline Schafer, ClearBrief

How Practitioners vs. Innovation Leaders Evaluate Utility of GenAI Tools


John Scrudato, Latham & Watkins

Collaboration and Open Source in the Legal Industry


Ahmed Shaaban, Fulcrum GT

Reimagining the Legal Supply Chain - Where Are We Now and Where Are We Going?


Sean West, Hence Technologies

Legal is the New Cyber Risk - and How Tech Can Save Us

Agenda

September 25, 2024

Main Schedule

8:00 AM - 8:30 AM
Arrival, Light Breakfast, & Coffee
Bayview Room
8:30 AM - 8:45 AM
Welcome Remarks
Ballroom
Howard Chao (Host and Managing Director of Doon Insights)
Howard Chao
8:45 AM - 9:30 AM
Discussion Panel: "Progress Report - Where Are We on the Arc of AI for the Law?"
Ballroom
Pablo Arredondo (Vice-President & Co-Counsel at Thomson Reuters)
Pablo Arredondo
Danielle Benecke (Founder and Global Head of Baker McKenzie Machine Learning)
Danielle Benecke
Michael Bommarito (CEO of Krucible AI)
Michael Bommarito
Megan Ma (Research Fellow and the Associate Director of CodeX and Law, Science, and Technology Program at Stanford Law School)
Megan Ma
9:30 AM - 9:50 AM
SOMM Session: The Inevitable: MSOs Entering the Legal Market
Ballroom
Scott Mozarsky (Managing Director of JEGI CLARITY)
Scott Mozarsky
9:50 AM - 10:15 AM
BREAK
10:15 AM - 10:30 AM
Startup Presentation: Abstract
Ballroom
Pat Utz (Co-founder & CEO of Abstract)
Pat Utz
10:30 AM - 10:45 AM
Startup Presentation: Accident
Ballroom
Jack Chemtob (Founder & CEO of Accident)
Jack Chemtob
10:45 AM - 11:00 AM
Startup Presentation: Billables AI
Ballroom
Nancy Jeng (Co-founder of Billables AI)
Nancy Jeng
11:00 AM - 11:15 AM
Startup Presentation: Briefpoint
Ballroom
Nathan Walter (CEO of Briefpoint)
Nathan Walter
11:15 AM - 11:30 AM
Breakout SOMM Session: Real AI Business Impact with Clicks Not Code
Ballroom
Léo Murgel (Senior Vice President, Legal Operations at Salesforce)
Léo Murgel
11:30 AM - 11:45 AM
Breakout SOMM Session: How Practitioners vs. Innovation Leaders Evaluate Utility of GenAI Tools
Ballroom
Jacqueline Schafer (Founder & CEO of Clearbrief)
Jacqueline Schafer
11:45 AM - 12:00 PM
Breakout SOMM Session: Collaboration and Open Source in the Legal Industry
Ballroom
John Scrudato (Director of AI and Innovation at Latham & Watkins)
John Scrudato
12:00 PM - 1:00 PM
LUNCH ON THE BEACH
Bayview Room & Beach (Entrance D)
1:00 PM - 1:20 PM
SOMM Session: Reimagining the Legal Supply Chain - Where Are We Now and Where Are We Going?
Ballroom
Ahmed Shaaban (Founder & Managing Director of Fulcrum Global Technologies)
Ahmed Shaaban
1:20 PM - 1:35 PM
Startup Presentation: Centari
Ballroom
John Coleman (Director of Strategy & Operations at CentariAI)
John Coleman
Kevin Walker (Co-founder & CEO of Centari)
Kevin Walker
1:35 PM - 1:50 PM
Startup Presentation: Cloud Court
Ballroom
Michael Okerlund (Co-founder & CEO of Cloud Court)
Michael Okerlund
1:50 PM - 2:05 PM
Startup Presentation: Dioptra
Ballroom
Pierre Arnoux (CEO of Dioptra)
Pierre Arnoux
2:05 PM - 2:20 PM
Breakout SOMM Session: Legal is the New Cyber Risk - and How Tech Can Save Us
Ballroom
Sean West (Co-founder of Hence)
Sean West
2:20 PM - 2:35 PM
Breakout SOMM Session: Change Management for Lawyers in the Era of AI
Ballroom
Dennis Garcia (Assistant General Counsel at Microsoft)
Dennis Garcia
2:35 PM - 3:10 PM
BREAK
3:10 PM - 3:25 PM
Startup Presentation: Orby AI
Ballroom
Peter Huang (Product Lead at Orby AI)
Peter Huang
3:25 PM - 3:40 PM
Startup Presentation: Remaster
Ballroom
Max Curnin (Co-founder & CEO of Remaster)
Max Curnin
3:40 PM - 3:55 PM
Startup Presentation: Syntracts
Ballroom
Doug Bemis (Co-founder of Syntracts)
Doug Bemis
Christopher Martin (Founder of Syntracts)
Christopher Martin
3:55 PM - 4:10 PM
SOMM Session: Benchmarking AI Systems and Assessing Outcomes
Ballroom
Ken Crutchfield (VP& GM at Wolters Kluwer Legal & Regulatory U.S.)
Ken Crutchfield
4:10 PM - 4:55 PM
Discussion Panel: "Reimagining the Practice of Law if We Could Start from Scratch"
Ballroom
Ralph Baxter (President at Ralph Baxter Inc.)
Ralph Baxter
Raj Goyle (Founder of Goyle Ventures)
Raj Goyle
Bridget McCormack (President & CEO of AAA-ICDR)
Bridget McCormack
4:55 PM - 5:00 PM
Closing Remarks
Ballroom
Howard Chao (Host and Managing Director of Doon Insights)
Howard Chao
5:00 PM - 5:30 PM
Shuttle to Bonny Doon Reception
5:30 PM - 8:30 PM
Reception, Optional Walk around Pond, Music, & Dinner in Bonny Doon

SOMM Session Breakout: Bayview Lounge

11:15 AM - 11:30 AM
Breakout SOMM Session: The New Normal for Teaching and Training Young Lawyers
Bayview Lounge
Joe Green (Chief Innovation Officer at Gunderson Dettmer)
Joe Green
11:30 AM - 11:45 AM
Breakout SOMM Session - Bayview Lounge: The Effectiveness of Synthetic Data for Legal Contracting Tasks
Bayview Lounge
Enam Hoque (Consultant at LawBeta)
Enam Hoque
11:45 AM - 12:00 PM
Breakout SOMM Session - Bayview Lounge: Why the Future of Law will be Powered by Data Analytics and Emerging Technologies
Bayview Lounge
2:40 PM - 2:55 PM
Breakout SOMM Sessions - Bayview Lounge: How Will GenAI Affect the Running of Corporate Legal Departments?
Bayview Lounge
William (Bill) Mills (Global Head of Corporate Development at LexisNexis)
William (Bill) Mills
2:55 PM - 3:10 PM
Breakout SOMM Session - Bayview Lounge: Marketing LegalTech with Savvy, Not Hype
Bayview Lounge
Conan Hines (Director of Legal Technology at Fried, Frank, Harris, Shriver & Jacobson LLP)
Conan Hines

Speakers

Howard Chao (Host and Managing Director of Doon Insights)

Howard Chao

Host and Managing Director of Doon Insights

Pierre Arnoux (CEO of Dioptra)

Pierre Arnoux

CEO of Dioptra

Pablo Arredondo (Vice-President & Co-Counsel at Thomson Reuters)

Pablo Arredondo

Vice-President & Co-Counsel at Thomson Reuters

Ralph Baxter (President at Ralph Baxter Inc.)

Ralph Baxter

President at Ralph Baxter Inc.

Doug Bemis (Co-founder of Syntracts)

Doug Bemis

Co-founder of Syntracts

Danielle Benecke (Founder and Global Head of Baker McKenzie Machine Learning)

Danielle Benecke

Founder and Global Head of Baker McKenzie Machine Learning

Michael Bommarito (CEO of Krucible AI)

Michael Bommarito

CEO of Krucible AI

Jack Chemtob (Founder & CEO of Accident)

Jack Chemtob

Founder & CEO of Accident

John Coleman (Director of Strategy & Operations at CentariAI)

John Coleman

Director of Strategy & Operations at CentariAI

Ken Crutchfield (VP& GM at Wolters Kluwer Legal & Regulatory U.S.)

Ken Crutchfield

VP& GM at Wolters Kluwer Legal & Regulatory U.S.

Max Curnin (Co-founder & CEO of Remaster)

Max Curnin

Co-founder & CEO of Remaster

Dennis Garcia (Assistant General Counsel at Microsoft)

Dennis Garcia

Assistant General Counsel at Microsoft

Raj Goyle (Founder of Goyle Ventures)

Raj Goyle

Founder of Goyle Ventures

Joe Green (Chief Innovation Officer at Gunderson Dettmer)

Joe Green

Chief Innovation Officer at Gunderson Dettmer

Conan Hines (Director of Legal Technology at Fried, Frank, Harris, Shriver & Jacobson LLP)

Conan Hines

Director of Legal Technology at Fried, Frank, Harris, Shriver & Jacobson LLP

Enam Hoque (Consultant at LawBeta)

Enam Hoque

Consultant at LawBeta

Peter Huang (Product Lead at Orby AI)

Peter Huang

Product Lead at Orby AI

Nancy Jeng (Co-founder of Billables AI)

Nancy Jeng

Co-founder of Billables AI

Ilona Logvinova (Director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP)

Ilona Logvinova

Director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP

Megan Ma (Research Fellow and the Associate Director of CodeX and Law, Science, and Technology Program at Stanford Law School)

Megan Ma

Research Fellow and the Associate Director of CodeX and Law, Science, and Technology Program at Stanford Law School

Christopher Martin (Founder of Syntracts)

Christopher Martin

Founder of Syntracts

Bridget McCormack (President & CEO of AAA-ICDR)

Bridget McCormack

President & CEO of AAA-ICDR

William (Bill) Mills (Global Head of Corporate Development at LexisNexis)

William (Bill) Mills

Global Head of Corporate Development at LexisNexis

Scott Mozarsky (Managing Director of JEGI CLARITY)

Scott Mozarsky

Managing Director of JEGI CLARITY

Léo Murgel (Senior Vice President, Legal Operations at Salesforce)

Léo Murgel

Senior Vice President, Legal Operations at Salesforce

Michael Okerlund (Co-founder & CEO of Cloud Court)

Michael Okerlund

Co-founder & CEO of Cloud Court

Sofia Rubio-Topete (Co-founder and COO of Accident)

Sofia Rubio-Topete

Co-founder and COO of Accident

Jacqueline Schafer (Founder & CEO of Clearbrief)

Jacqueline Schafer

Founder & CEO of Clearbrief

John Scrudato (Director of AI and Innovation at Latham & Watkins)

John Scrudato

Director of AI and Innovation at Latham & Watkins

Ahmed Shaaban (Founder & Managing Director of Fulcrum Global Technologies)

Ahmed Shaaban

Founder & Managing Director of Fulcrum Global Technologies

Pat Utz (Co-founder & CEO of Abstract)

Pat Utz

Co-founder & CEO of Abstract

Kevin Walker (Co-founder & CEO of Centari)

Kevin Walker

Co-founder & CEO of Centari

Nathan Walter (CEO of Briefpoint)

Nathan Walter

CEO of Briefpoint

Sean West (Co-founder of Hence)

Sean West

Co-founder of Hence

Sponsors and Host

Participant Ticket

Standard Price$1,200

Venue

Venue

Boardwalk's Cocoanut Grove
400 Beach Street
Santa Cruz, California

Contact us

For additional event or venue information, please send an email to katie@dooninsights.com

See route

Daytime Venue


8:45 am - 4:30 pm


The daytime portion of the program will be held at Boardwalk's Cocoanut Grove. Address below.


400 Beach St.

Santa Cruz, CA

Evening Venue


5 pm - 8 pm


The evening portion of the program will take place at Howard's mountain hideout in Bonny Doon, CA. We will enjoy an intimate wine reception & dinner. Address to follow. 

Parking & Transportation 


Shuttle Services

You are responsible for your ride to Cocoanut Grove in the morning. We'll take care of your transportation to Bonny Doon in the late afternoon. Shuttle buses will arrive in Santa Cruz at 4 pm to begin shuttling guests to Bonny Doon, about a 30 minute ride. The last shuttle bus will leave at 5 pm. After dinner, shuttle services back to Santa Cruz Beach Boardwalk Parking Lot will begin at 7:30 pm and end at 9 pm. 


Driving Yourself?

You may park in the large Santa Cruz Beach Boardwalk Parking Lot. Bring your ticket inside to be waived. We will provide transportation to Bonny Doon for the evening portion of the program.  If you prefer to drive your own vehicle, please let us know so we can provide detailed driving directions to Bonny Doon.


Staying Close By?

The Cocoanut Grove is within convenient walking distance of many hotels, especially for anyone staying on the beach at The Dream Inn or Sea & Sand Inn; no car necessary! 

Logistics

Time


We will begin promptly at 8:30 am. Please plan on arriving in Santa Cruz by 8 or 8:15 am for coffee/tea, pastries, and visiting. The day will end with a fine wine and beer reception in Bonny Doon.


Shuttle services back to the Santa Cruz Beach Boardwalk Parking Lot will begin at 7:30 pm and end at 9 pm. 


Attire


Casual mountain wear (jeans, flannel shirts, outdoor shoes or boots and other comfortable attire are all welcome, especially if you plan on doing the walk around the pond. No suits, ties, or dresses necessary!)


Funny Flip Flops


At the workshop, we will be hosting our first annual "Best Beach Sandals" contest! Bring your silliest flip flops for a chance to win a special Doon Insights prize!


Socks


Our evening venue is a "shoes off" household, meaning you should wear your best socks to display at dinner.


Travel/Flights


SFO or SJC. The San Jose airport is 20/30 minutes closer to Santa Cruz, but either works.


Places to Stay



There are many hotels to consider. A few of our favorites are below. 

 

  1. Dream Inn Santa Cruz, a Joie de Vivre Boutique, is our preferred hotel vendor. (0.4 miles from daytime venue). The Dream Inn has kindly offered us a Courtesy Block on a first come/first served basis. These rooms have an ocean view and two queen beds, for Sept. 24 - Sept. 26. Please click here to reserve a room or call 844-291-9681 and tell them you're in town for the Doon Insights event. 
  2. Sea and Sand Inn (0.4 miles from daytime venue)
  3. West Cliff Inn, A Four Sisters Inn (0.4 miles from daytime venue) 
  4. La Quinta Inn & Suites by Wyndham Santa Cruz (0.3 miles from daytime venue)
  5. Hotel Paradox (0.9 miles from daytime venue) 
  6. Bella Notte - The Inn at East Cliff (8 min. drive from daytime venue)   
  7. Fairfield Inn & Suites by Marriott (12 min. drive from daytime venue)


If you have any questions or need help with travel plans/transportation, please reach Katie at katie@dooninsights.com.

About Us

Doon Insights began 11 years ago as a simple concept by Howard Chao: bring together handpicked startups with leading investors and strategics for substantive discussions, and good things will happen.


Please visit dooninsights.com​ for more.

Doon Capital is Howard Chao's investment and consulting vehicle.


Please visit dooncapital.com​ for more. 

Photos

Cancellation Policies

We understand that plans change! The following policy is designed to ensure your satisfaction and understanding of the purchase process on our site.

  • Refunds requested more than 60 days prior to the start of the event are eligible for a 100% refund.
  • Refunds requested more than 15 days prior to the start of the event are eligible for a 50% refund, or you may transfer credit to a future event.
  • Refunds requested fewer than 15 days prior to the start of the event are not eligible for a refund.
  • If you contract COVID prior to the event and cannot attend, we will provide a full refund.


How to request a refund:

For inquiries about refunds, please reach out to Katie at: katie@dooninsights.com