Bala Bharathy U
One wrong click can derail a legal matter.
A deleted document.
A corrupted version.
A ransomware attack targeting sensitive client data.
When legal teams lose access to critical documents, work stops.
Legal 360 helps ensure it never has to.
Legal 360 coverage across documents, collaboration, identity, infrastructure, and SaaS
See what resilient legal operations look like.
https://www.hycu.com/blog/introducing-legal-360-keep-matters-moving-through-disruption
UniCourt is proud to announce a groundbreaking release: judgment analytics and comparison of attorneys by key metrics such as trial experience and judgment outcomes. This new suite of analytics is a significant expansion of UniCourt DART (Docket Analytics, Research, and Tracking) and will enable legal professionals to assess case values and counsel performance based on actual trial outcomes.
By leveraging UniCourt’s new judgment analytics, legal professionals can easily:
By using UniCourt’s sophisticated attorney comparison tool, legal professionals can easily:
Users can now answer complex questions about litigation trends and attorney experience, such as:
These new analytics are built into UniCourt’s exclusive Litigation Knowledge Graph, which connects cases, claims, facts, and outcomes directly to the underlying documents and key players involved (attorneys, law firms, judges, and parties). This provides a comprehensive view of the crucial relationships and outcomes most relevant to any specific case.
UniCourt’s new judgment analytics and attorney comparison tools are currently available for a selection of key state trial courts, with a nationwide expansion coming soon.
You can learn more about UniCourt’s platform here, see our full press release here, or contact a UniCourt Litigation Data Expert here.
When Project Fortress was being built, the question of infrastructure wasn’t a minor technical decision — it was the whole bet. Get the foundation wrong, and everything built on top of it would eventually crack. Get it right, and the platform could do things no point solution ever could.
That’s why Fortress runs on Salesforce. Not because Salesforce is a legal technology company, but precisely because it isn’t one.
Salesforce is used by 90% of the Fortune 500. For law firms, that means building on a platform their corporate clients already operate within — not asking those clients to learn a new environment or wait for IT to vet another vendor. For attorneys working inside corporate legal departments, it means working on infrastructure the company already uses and trusts. The practical effect is significant: matter data, deal progress, and client collaboration can flow through a shared environment rather than bouncing between systems that were never designed to talk to each other.
This is one reason the legal tech tools built specifically for legal teams often stall at the edge of the client relationship. They solve problems inside the firm but create friction the moment a client needs visibility. A platform that 90% of Fortune 500 companies already run on doesn’t have that problem.
Legal work carries an unusually high burden when it comes to data protection. Privileged communications, diligence materials, deal terms, litigation strategy — the consequences of a breach are not abstract. Fortress addresses this not by building its own security layer from scratch, but by inheriting the infrastructure Salesforce has spent decades hardening.
Salesforce’s security stack includes AES-256 encryption for data at rest, TLS 1.3 for data in transit, multi-factor authentication, 24/7 monitoring with AI-powered threat detection, and biometric-access data centers distributed across redundant infrastructure. The platform maintains SOC 2 compliance and carries certifications built to the standards required by the U.S. federal government and NASA. When a firm puts its most sensitive work inside Fortress, it sits on the same infrastructure those organizations trust with theirs.
Point solutions are built to solve one problem well. That design is also their ceiling. As a firm grows, adds practice groups, or tries to connect AI to its actual work product, a collection of disconnected tools becomes the obstacle rather than the answer.
Salesforce is a Platform as a Service: a foundation designed to run workflows, data, documents, and collaboration in a single connected system. This is what makes AI useful rather than decorative. When Fortress AI operates inside live matters – analyzing diligence documents, generating issues lists, modeling litigation strategy – it draws from structured data that already lives in the platform. The AI has context. It understands the matter, the firm’s precedent, and the specific posture of the work. That only happens because the underlying platform holds everything in one place.
A fragmented tech stack produces fragmented AI. A unified platform produces AI that actually functions like a colleague.
Project Fortress was built on Salesforce because the legal industry doesn’t need another app. It needs an operating system. Visit us at Booth 410 at Legalweek to see what that looks like in practice.
A new article from Edge’s managing director Vicki LaBrosse has just dropped on Legalverse Media!
Today’s legal buyers research extensively before ever speaking to a lawyer. By the time they reach out, they’ve often already formed a clear view of who they trust.
Check out Vicki’s article to learn what this means for law firm marketing and business development.
Today, leading legal software and services provider Opus 2 announced that the company’s AI-enabled intelligent legal solution platform, which underpins its award-winning litigation and arbitration offerings, is available to law firms who want to extend the software’s value beyond use cases for commercial disputes.
Combining structured data worksheets, online collaboration portals, data-driven dashboards, and other tools—including AI and integrations—legal professionals can quickly design solutions using Opus 2’s platform to help win new business, improve client relationships, and simplify workflows. Examples include workspaces, trackers, hubs, playbooks, toolkits, checklists, and more for matters, clients, deals, and engagements in areas like client collaboration and legal service delivery, in addition to commercial disputes.
If your firm feels behind on AI, consider a different interpretation: you may be early to what actually matters in the long run.
The legal technology market right now is full of drafting tools, research copilots, contract analyzers, and email assistants. Each promises efficiency. Most deliver something narrower: a faster way to work inside the same fragmented systems that existed before.
AI layered onto fragmented operations doesn’t transform them. It accelerates the chaos already present. Without structured context, AI is sophisticated autocomplete. Useful, occasionally impressive, but not strategic.
The firms gaining a sustainable competitive advantage aren’t the ones who adopted the most AI tools first. They’re the ones building the foundation those tools require to actually work.
The shift is from tools to infrastructure.
A real platform – one where the matter lives, where data is structured as work happens, where the team collaborates, and where documents, deadlines, and deal history all sit in one connected ecosystem – changes what AI can do. Inside that environment, AI outputs are grounded in the firm’s own data, precedent, and institutional knowledge. The results stop being generic and start being actionable.
This is the Platform Era. And it is earlier than most people think.
The technology cycle follows a familiar pattern: explosion, proliferation, fatigue, then consolidation. AI tools are proliferating right now, and the consolidation phase is coming. When it arrives, the firms that spent this period building unified infrastructure rather than stacking point solutions will be in a categorically different position than those who didn’t.
Project Fortress was built on exactly this premise. As a matter management platform built on Salesforce by practicing lawyers, Fortress provides the structured foundation that makes AI useful at the practice level: embedded in live matters, connected to firm precedent, and integrated with the document management and collaboration tools attorneys already use.
The first Am Law firm to adopt Project Fortress has seen what that foundation produces: 80%+ faster diligence analysis, significant reductions in manual contract review, and AI that operates as a practical extension of attorney workflows rather than a separate tool requiring a separate login.
The question for legal teams at Legalweek this year isn’t whether to adopt AI. It’s whether the systems underneath it are built to support it.
Project Fortress will be at Booth 410. If you’re thinking about what legal infrastructure should look like in the Platform Era, we’d welcome the conversation.
Lawyers handle high volumes of email daily — but without a system to capture, organize, and retain those emails as legal records, inefficiencies and risks multiply.
Explore how legal teams can free up time and reduce costs by implementing structured email management practices that support compliance and productivity.
Check it out here: https://www.colligo.com/email-management-for-lawyers-frees-up-time-saves-costs/
Many legal teams have already proven that AI can deliver value.
Pilot projects show promising results in document review, contract analysis, investigations, and legal research. But when it comes time to scale these initiatives, progress often slows — or stops entirely.
The reason is almost always the same: privacy and regulatory risk.
AI systems require large volumes of high-quality, real data. Yet as AI initiatives expand, legal teams face growing concerns around:
What works in a controlled pilot environment often breaks down at scale.
To scale legal AI responsibly, privacy cannot be treated as a downstream control. It must be built into the foundation of how legal data is managed.
Nymiz enables organizations to scale AI initiatives by ensuring that sensitive legal data is protected before it is used for training, analysis, or sharing. This infrastructure-level approach allows legal teams to:
By standardizing anonymization at the infrastructure level, organizations can scale AI initiatives more efficiently; often reducing preparation time by up to 80% while maintaining close to 85% anonymization accuracy across growing datasets.
When privacy is embedded into legal data infrastructure, scaling AI becomes a matter of expansion — not risk management.
Legal teams gain the ability to:
This shift turns privacy into a strategic advantage rather than a limiting factor.
We’re meeting with legal and security leaders during Legalweek to discuss how privacy-first collaboration can scale without adding friction or risk.
Schedule a meeting with our team before Legalweek to make the most of your time in New York.
And if you’re onsite, you’ll find us at Booth 612.
Some attorneys decide to practice estate planning right after graduating from law school. Others practice in other areas, only to become curious about transitioning fully or partially into estate planning. Most attorneys who make this transition feel great satisfaction and little or no regret about making this career shift. There are many reasons why estate planning is such a rewarding practice area and many additional reasons why now could be the ideal time to make the switch.
Estate planning is known to some as “happy law,” as it is a stark contrast to other, more contentious practice areas like civil litigation and family law. Attorneys who have already chosen to include estate planning in their practice have cited the following reasons as to why they could not be happier with their decision.
Unlike litigation or family law, estate planning, by its very nature, is not adversarial; it does not involve multiple parties playing a zero-sum game. With estate planning, you may occasionally have to discern conflict of interest issues between married clients or deal with your clients’ meddling family members. But overall, estate planning practice is low in conflict, and your clients may actually thank you for your help.
Further, in litigation or family law matters, clients are usually thrust into the legal process against their will, for example, if they are sued or need to fight a custody battle. When this is the case, clients may take their frustrations out on everyone and everything, including their attorney. With estate planning, clients are actively opting in to engage your services. They want the solutions you provide. They are in your office intentionally. This radically changes the way that clients interact with you.
Estate planners work closely with clients and get to know them and their families personally. They can support people through life’s most significant milestones, such as births, deaths, marriages, and divorces. Further, this practice area allows you to know your clients over many years, often meeting and working with subsequent generations as well. Many practitioners find such relationships very rewarding and enjoyable.
Working as an estate planning attorney allows great flexibility regarding work environment (they can work at a big firm or run a solo practice). There is also flexibility in terms of time management and scheduling. This allows estate planners to design a work life that suits them—and serves their clients—in the best possible way.
Practitioners may limit their hours to certain times of the day or certain days of the week. Some attorneys prefer to work evenings, which also works well for clients who work during the day. Attorneys can block off time in their schedule for doctor’s appointments or build their work schedule around family obligations. Because estate planners rarely, if ever, go to court, their schedule is not at the mercy of a judge.
The perks of being an estate planner explain why estate planning is such an enjoyable practice area. But there are many other reasons why now may be a perfect time to put your hat in the estate planning ring.
As you may have heard, the United States is undergoing one of the greatest generational shifts this country has ever seen. Called the “Silver Tsunami” by some, this shift refers to the significant and rapid increase in the general age of the population. The WHO predicts that the number of people aged 60 and older worldwide will increase from 1 billion in 2020 to 1.4 billion by 2030 and 2.1 billion by 2050. As a result of this population shift, it is estimated that $84 trillion (that’s trillion, with a “t”) will change hands over the next 20 years in the United States alone. This transfer of wealth will primarily originate from the Baby Boomer generation (people born between 1946 and 1964) and will largely benefit Generation X (people born between 1965 and 1980), Millennials (people born between 1981 and 1996), and Gen Z (people born between 1997 and 2012).
Estate planning attorneys have an incredible opportunity to help facilitate this transition. Baby Boomer clients will need comprehensive estate plans to ensure their desired loved ones inherit their assets and that inheritances pass according to their wishes. Estate planners also stand to assist the recipients of this transfer of wealth. It is well known that the generations following the Baby Boomers—particularly Millennials—have delayed major life milestones such as marriage, starting a family, homeownership, and saving for retirement because of various economic and social factors. Until now, these generations may have seen little value in preparing an estate plan. Once they receive inheritances, however, estate planning may, and arguably should, become a top priority. Estate planning attorneys have the opportunity to educate potential clients about their options and the value of a comprehensive estate plan and could help protect this inherited wealth for future generations.
For many Americans, retirement assets make up most of their wealth. Therefore, it is important for most people to understand the implications of passing these assets to loved ones. While some people create estate plans via online services such as LegalZoom and Rocket Lawyer, an experienced estate planning attorney can provide guidance, expertise, and options that will bring incredible value to a client
With the advent of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act, 2023), the retirement planning landscape has significantly changed. The rules and regulations surrounding how people inherit certain types of retirement accounts are even more complicated and nuanced than before. Estate planning attorneys who take the time to understand the SECURE and SECURE 2.0 Acts can offer the significant legal knowledge and experience necessary to plan for these very important assets.
There are often changes made, or proposed, to the rules that impact estate planning decisions, at both the state and federal levels. Such changes may relate to the federal lifetime gift and estate tax exemption amounts, state estate taxation thresholds, or the assessment of capital gains taxes to name a few examples.
This is where an estate planning attorney can step in and provide significant value. With tools such as irrevocable trusts, irrevocable life insurance trusts, gifting strategies, and charitable planning, attorneys can assist clients in achieving their goals (such as eliminating or reducing estate tax liability or passing the greatest possible value on to loved ones) in the most effective ways. As with planning for retirement assets, the average American is not aware of these strategies, let alone able to make them function in the intended way all on their own.
Estate planning attorneys are uniquely qualified to counsel individuals on their options and tailor an estate plan that not only addresses estate tax concerns but also takes care of the client’s overarching desire to provide for their loved ones and pass on their legacy on their own terms.
Any new endeavor can be daunting, and shifting to a completely different area of law is no exception. Luckily, WealthCounsel has a program that will teach you the fundamentals of estate planning law and provide practical guidance on building your estate planning practice.
Estate Planning Bootcamp is a virtual, three-day workshop that will equip attorneys with the strong legal foundation and practice-building skills needed to confidently serve estate planning clients. Click here to learn more and see all upcoming Bootcamps.
Legacy legal document management systems are being re-evaluated as legal teams modernize their workflows. Learn more about the 5 key reasons legal departments and law firms are moving from legacy DMS platforms to a Microsoft 365-centric approach — including improving governance, reducing complexity, and enhancing daily efficiency.
Read the full insights here: https://www.colligo.com/microsoft-365-legal-dms-5-reasons-legal-teams-are-replacing-legacy-systems/