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Overview

Dear Friends and Colleagues:


2025 will be our 8th year of LegalTech programming, beginning with our upcoming March 18 Salon!


This will be another in our series of intimate LegalTech Salons, with attendance limited to about 40 attendees, all of them serious participants in the legaltech industry.


We are very fortunate that despite the recent downturn in venture generally, legaltech appears to be doing well because of how suitable AI is for legaltech. And PE money is now very active in LegalTech too. As more legaltech companies mature, they are attracting PE investors in later stage funding rounds and for M&A rollups. So we have entitled our event "The Maturing of LegalTech", and we expect to be showcasing more later stage legaltech success stories. Our friend Scott Mozarsky of JEGI Clarity will lead a panel on the surge in M&A deals in LegalTech.


However, the world of AI is in dynamic turmoil, with a firehose of important new models and features launching almost every week and lots of uncertainty about who the real winners will be. Will the massive ongoing investments in large foundational models pay off or will these investments ultimately end in a pricing war to the bottom? Will very competitive open source and smaller bespoke models be a better fit for legaltech companies? How will this new thing -- real incremental costs to deliver software services -- remake the industry? Will the very competitive, open source and low priced Chinese competitors scramble the competitive landscape and the underlying assumptions for cost and business models in the sector? And most importantly, how will the economic pie be shared among this complicated ecosystem, especially by legal customers? This is an opportune time to discuss all of this.


We will also be digging into the rapid rise of Agentic AI and how it represents a more capable next wave of AI disruption. Some predict that Agentic AI businesses will displace traditional SaaS companies, including in Legal. How far and fast will it go? Our friend Dan Katz will be leading a panel on "Will Agents take over LegalTech?"


We are also planning to organize a Senior Practitioner Panel so we can get reactions at the end of the day from leadership about the day's proceedings, and how law firms will respond to this disruptive time. Our friend Ralph Baxter will be moderating this panel and we are still recruiting speakers for this panel.


Please visit the "Program" section below to see the current state of the agenda.


Our Salons are very interactive and substantive events, with everyone seated around a single table, everyone with microphones. They are highly interactive events characterized by honest discussions in a very relaxed social setting. We gather together leading law firms, corporate legal departments, investors, large legaltech vendors, and startups to discuss consequential topics of the day. Because we follow Chatham House rules, attendees at our events tend to be remarkably open and talkative. We ask speakers to emphasize substantive discussions over marketing of products or companies, on the theory that the best marketing is the display of expertise.


We expect our 40 seats will sell out very quickly -- 30 people have already registered -- so if you are interested we recommend you register soon.


We look forward to seeing you in Bonny Doon!


Warm Regards,


Howard Chao

Doon Insights

Program

Here is the current agenda, still under construction:


๏ปฟDISCUSSION PANEL


Are Agents Taking Over LegalTech?


  • ๏ปฟDan Katz, 273 Ventures (moderator)
  • Danielle BeneckeBaker McKenzie Machine Learning
  • Annie Datesh,Wilson Sonsini
  • Leo Murgel, SalesForce

๏ปฟ

๏ปฟSOMM SESSIONS


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


Todd Bissett, Pulse Law LLC

  • Reimagining: The AI Enabled Law Firm


Ivan Lee, Datasaur

Howard Chao, Doon Capital

  • What is a Truly Sustainable Business Model for AI in LegalTech?


Joe Green, Gunderson

Naveen Pai, Gunderson

  • How to Kill a Biglaw Firm: Creative Destruction in Action?


Bridget McCormack, American Arbitration Association

  • Disrupting the Legal Operating System: Generative AI and the Future of Dispute Resolution



KEYNOTE SPEAKER


๏ปฟDennis Garcia, Microsoft



๏ปฟDISCUSSION PANEL


Legal Market M&A: From Small Things, Big Things One Day Come


  • Scott Mozarsky, JEGI Clarity (moderator)
  • Rob FraserAurora Capital
  • Bill MillsLexis Nexis


SOMM SESSIONS



Conan Hines, Fried Frank

  • Legal Anthropology: AI Won't AI Itself


Damien Riehl, vLex

  • Are We in the Slope of Enlightenment Yet? Are We Dis-Intermediating Yet?


Whitney Stefko, Ford

Darth Vaughn, Ford

  • AI and the Shifting Sands: The Changing Value Proposition of In-house and Outside Counsel in the Age of Artificial Intelligence


Max Junestrand, Leya

Jacob Effron, Redpoint

  • What Does the Future Legal Workspace ACTUALLY Look Like?


Ilona LogvinovaCleary Gottlieb

  • Evolving Workflows for Legal: Hybrid (Human-AI) work with LLMs



๏ปฟDISCUSSION PANEL


Reactions to the Day and the Impact of AI on Law Firm Strategy

๏ปฟ

  • Ralph Baxter, Orrick Emeritus (moderator)
  • Ahmed Shaaban, Fulcrum GT
  • [more to come]

Sponsors and Host

Participant Ticket

Standard Price$1,200

Venue

Venue

Doon Insights
Address to be provided to attendees separately
Santa Cruz, California

Contact us

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

See route

Logistics

Time:  


We will begin promptly at 8:30 am. Please plan on arriving by 8/8:15 am for coffee/tea, pastries, and visiting. The day will end with a fine wine and beer reception, music, and a hearty dinner that will begin around 6 pm. 


Attire: 


Casual mountain wear (jeans, flannel shirts, outdoor shoes or boots and other comfortable attire are all welcome. No suits, ties, or dresses necessary!)


Socks: 


This is a "shoes off" household, meaning you should wear your best socks. We will be holding a "Best Socks" contest at the end of the day where you might get the chance to win... more socks! 


Travel/Flights: 


SFO or SJC. Either airport works. The San Jose airport is 20/30 minutes closer to the venue, but requires driving through some windy roads on your way.


Getting There: 


Address: 126 Martin Rd. Bonny Doon CA


We are in the mountains 15/20 minutes from Santa Cruz, tucked into the Santa Cruz mountains. We suggest renting a car if possible. Ride share services do not frequent the area and drivers sometimes have difficulty finding our place, so we do not recommend an Uber pickup.


Driving Tips:


**Cell coverage is minimal along the coast & as you enter the mountains. Please have your directions downloaded in advance. Be aware ride-share services do not frequent the area, so we do suggest renting a car or pre-scheduling transport to/from the airport/venue.

๏ปฟ

1. The Most Scenic Route: Go down Highway 1 from Half Moon Bay, past Davenport, left on Bonny Doon Road for 3.5 miles, and then turn right on Martin Road (first driveway on the right). This route works best for those coming from SFO/San Francisco.

 

2. The Main Route -- Go South on Highway 17 until you get to Santa Cruz, then right on Highway 1 for 10 miles, then right on Bonny Doon Rd for 3.5 miles, then right on Martin Road (first driveway on the right). This works best for those coming from SV or San Jose Airport. Highway 17 can be very slow at rush hour or if there is an accident. 

 

3. The Back Mountain Route -- Your GPS may tell you to get off Highway 17 at Mt Herman Road, go thru Felton to Bonny Doon. This is a pretty curvy, narrow road and can be dangerous during or after a rainstorm because of fallen trees, branches, power lines, washouts and accidents. 

 

4. Coming from Santa Cruz -- Head north on Highway 1 for about 9.5 miles. Turn right onto Bonny Doon Road. Continue for 3.5 miles, take a slight right onto Martin Road for 0.2 miles. It will be the first driveway/gate on the right. 


Places to Stay:  


Most people stay in Santa Cruz. There are many hotels to consider.

 

  1. Dream Inn Santa Cruzโ€‹โ€‹a Joie de Vivre Boutique, is our preferred hotel vendorThe Dream Inn has kindly offered us a Courtesy Block/discounted room rate on a first come/first served basis for March 17th - March 19th. (20 rooms available, king or double queen options, includes a waived self-parking fee for the duration of your stay). Please call 844-291-9681 and tell them you're attending the Doon Insights March Event to receive our discounted rate. If you've already booked a room there, you may call the same number and they will transfer your reservation to our courtesy block rate.
  2. Sea and Sand Innโ€‹โ€‹ 
  3. West Cliff Inn, A Four Sisters Innโ€‹โ€‹ 
  4. La Quinta Inn & Suites by Wyndham Santa Cruz โ€‹โ€‹
  5. Hotel Paradoxโ€‹โ€‹ 
  6. Bella Notte - The Inn at East Cliffโ€‹โ€‹ 
  7. Fairfield Inn & Suites by Marriottโ€‹โ€‹ 


 

If you need anything, please reach Katie at 765-376-9999.

About Us

Doon Insights connects industry leaders, technologists, investors and startups to talk about tech.


Please visit dooninsights.comโ€‹ for more.

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


Please visit dooncapital.comโ€‹ 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