Improving access to justice through the use of open source software

Denver CO, October 16, 2019—John Tredennick, longtime trial lawyer and former CEO and founder of award-winning Catalyst Repository Systems, today announced the formation of the Merlin Legal Open Source Foundation. The Merlin Foundation is a nonprofit corporation in the process of registering as a 501(c)(3). Its simple mission is to improve access to justice and make legal and regulatory compliance more efficient through the use of open source software.

The Mission: Promoting Open Source for Legal

“Open source has revolutionized the way software is developed worldwide,” explained  Foundation Director John Tredennick. “It represents a new and powerful alternative to proprietary software and has great applications in legal. Teams of developers and legal professionals worldwide are collaborating to make software that improves access to justice for clients and makes legal and regulatory compliance less costly,” he continued.

“At its heart, open source is about collaboration. What makes it so powerful is that people can come together worldwide to develop and release free, fully featured software tailored to legal needs,” said Mary Mack, the former Director of ACEDS and now embarking on a new venture. “I am excited to support and be a part of this great new venture.”

The Merlin Foundation plans to achieve its mission by:

  • Fostering worldwide education about the advantages of open source software and secure cloud computing;
  • Providing a central platform for legal professionals to collaborate on open source development projects; and
  • Distributing open source software under free licenses to individuals and organizations around the world for legal and regulatory compliance processes.

The goal is to develop a central repository of active legal open source projects and provide a home for legal technologists to collaborate on great software that will benefit both the legal profession and those who need legal services at an affordable price.

“An Open Source Foundation like this has been needed for the legal profession for years,” stated Bob Ambrogi, an award-winning legal reporter, writer and podcaster who will serve on the Merlin Advisory Board. “Open source has been opening doors for efficiency and cost savings in just about every other part of the world. Legal is ripe for open source collaboration efforts. In fact, we are already seeing open source projects springing up across the globe,” he added.

Industry veteran Lew Visscher will act as Chief Financial Officer for the Foundation. Lew is a well known financial and accounting professional who served for more than a decade as Catalyst’s CFO. Before that he worked with a number of foundations and technology companies, beginning his career as a CPA with PriceWaterhouse. “As a nonprofit, Merlin has to be above reproach with respect to its financials and donations. My job will be to make sure the organization is in sound financial shape and to report on our books to the public,” Lew stated.

Starting fast out of the gate, the Merlin Foundation has already lined up a number of leading professionals to serve on its Advisory Board. “We are going to hold back until we have the board fully established,” explained Tredennick. “But we already have top names from major law firms, legal departments and open source technologists in the U.S and the EU. We hope to recruit in Asia Pacific and Australasia as well in the next few months,” he added.  “We are actively looking for great people to join our cause.”

Increasing Complexity and Regulatory Demands

As worldwide legal and regulatory requirements increase in both scope and complexity, there is a pressing need for technology that helps legal departments and law firms meet their obligations. Open source collaboration allows legal teams from different organizations to work together to build software that they can all use for compliance processes. It can also help us reach out to consumers worldwide, helping them navigate these difficult waters.

About the Merlin Legal Open Source Foundation

The Merlin Legal Open Source Foundation is dedicated to improving access to justice and making legal and regulatory compliance more efficient through the use of open source software. A worldwide, non-profit organization, the Merlin Foundation strives to foster worldwide education about the benefits of open source software; provide a central platform for legal professionals to collaborate on open source development projects; and distribute open source software under free license to individuals and organizations around the world to improve access to justice and for legal and regulatory compliance.

The Merlin Foundation is a non-profit corporation in the process of registering as a 501(c)(3) tax exempt organization.

For more information about the Merlin Foundation, go to

The CCPA, scheduled to take effect in January 2020, creates sweeping new rights for Californians and onerous transparency and other obligations for businesses handling their information.

While it’s natural to make the comparison, calling the CCPA California’s GDPR may be a bit of a misnomer. The two laws share some key components, yet differ in several aspects. If your company created a compliance program for GDPR, you may be a step ahead, but you’ll still want to take a thorough look at the new CCPA, adapt internal processes where needed and train employees
to understand and appropriately handle information requests from California contacts.


From the moment I stepped into the beautiful Bellagio Hotel and Casino for CLOC 2019 Vegas Institute, there was a wow factor that no one could deny.

While not new to the Bellagio, I was new to CLOC – this was the first conference I have been able to attend. When CLOC launched its first conference in 2016, there were many unknowns about the organization and also the power and influence this conference would have. Here are my takeaways from CLOC 2019:

  1. The Corporate Legal Operations Consortium is a 501(c)6 nonprofit organization that helps legal operations professionals and others optimize the legal service delivery models required to support the needs of law departments. The organization is comprised of 2,303 members across 45 countries including, but not limited to the U.S., UK, Australia and Canada. Its membership represents 65 Fortune 100 companies, 182 Fortune 500 companies and 242 of the Fortune 1000. The organization has seen a continuous increase in membership registrations year over year. If your goal is to connect with legal operations professionals, the buck stops here.
  2. Stats matter, and the numbers are evidence of influence and growth. There was an 80 percent increase in CLOC Vegas Institute registration from 2017 to 2018 and a 55 percent increase from 2018 to 2019. CLOC staff claims that this year they had more than 2,300 attendees present and 46 percent as in-house legal representatives.
  3. I attended the press conference with the CLOC board of directors, which includes Mary Shen O’Carroll, director, legal operations, technology and strategy, Google; Jason Barnwell, assistant general counsel – legal business, operations and strategy, Microsoft; Christine Coats, vice president of legal operations, Oracle; Mike Haven, senior director, ACG and head of legal operations, Gap Inc.; Lisa Konie, senior director of legal operations, Adobe; Aine Lyons, VP and deputy general counsel, worldwide legal operations, VMware; Jamal Stockton, head of legal innovation and digital enablement, Fidelity; and, Brian Hupp, CLOC board member. The message from the board – all volunteers – was clear: The organization is invested in the legal community. It encourages connections and breaking down barriers between practitioners and service and technology providers. This enables people to learn from each other and will propel and push boundaries to elevate the industry as a whole.
  4. Technology is changing very rapidly, and staying on track with it is a collective job, meaning CLOC, legal service and technology providers, consultants, media and other practitioners all need to help guide and educate and get everyone to the next level. I have seen technology and service companies come into the legal industry expecting big wins right off the bat from a trade show, email campaign or a PPC advertising campaign. When success doesn’t arrive overnight, they often get frustrated and leave the industry. What they don’t know or have the patience to understand is that this is not the legal operations or legal practitioners’ fault for not immediately buying into a new technology or system, but it is the industry’s nature, historically, to avoid risk and only make change happen once something is tried and true. Leaning on an organization that encourages education, collaboration and betterment, like CLOC, brings peace of mind when making a decision for change.
  5. As an executive director of Women in eDiscovery, I understand how much volunteer time goes into running an organization of this size. There are countless hours, increasing demands, growing pains and also a lot of excitement for the future and what could be! I feel that CLOC has done a tremendously successful job at the institute and look forward to how they will continue to improve things for its members and constituents alike.
  6. I met up with a good number of Edge current, past and hopefully future clients (you know who you are!), and the overall feedback I received regarding the conference, exhibiting, educational content and networking opportunities was positive. There were some complaints about not fitting everyone into a room for some sessions, but I say demand is good. Get there ahead of time or you might not get a seat! Meaningful conversations between our legal technology and service provider clients and CLOC members were prevalent. This makes me believe that the first and foremost goals of CLOC of networking, connecting and thinking are truly happening … which is a good thing!

CLOC 2020 Vegas Institute is scheduled for May 14-16, 2020, at the Bellagio, and I look forward to anteing up to experience it once again.

Minneapolis, MN – December 13, 2017 – Edge Legal Marketing announced today that its virtual press room, The Edge Room, is open for Legalweek New York. Beginning today, exhibitors and sponsors may upload their company logo and information and post recent press releases, announcements, articles, white papers, images, social profiles and other marketing materials they wish to share with one another and media attending Legalweek in advance of, during and after the event.


This service affords media representatives the opportunity to plan on-site briefings and easily cover breaking news. The Edge Room can be found at


The Edge Room features for sponsors, exhibitors and media members include:


  • Social sharing to The Edge Room’s LinkedIn and Twitter pages
  • Automated event hashtagging for Twitter
  • Easy access to The Edge Room blog, which is integrated into
  • Advanced image uploading, including bulk uploads


Legalweek New York will be held January 29 to February 1, 2018, at the New York Hilton Midtown. Legalweek New York offers attendees five conferences in one: Legaltech, LegalCIO, LegalMarketing, Business of Law Forum and LegalDiversity & Talent Management Forum.


Originally launched in 2007, The Edge Room is a modern version of the traditional trade show press room. ALM partners with Edge Legal Marketing to offer this convenient service to conference exhibitors and qualified members of the media.


Edge Legal Marketing grants login credentials to qualified members of its proprietary legal and mainstream media database, providing exclusive access to preview exhibitor announcements and company information.


The Edge Room also includes additional exposure for exhibitors via its social media outlets on Twitter (#Legalweek18, @Legalweekshow) and LinkedIn, or individuals and companies can follow Legalweek New York via Twitter. Press releases can be automatically posted on The Edge Room blog, which is configured to help companies boost their social media presence and search engine optimization (SEO).


If you have questions, please email


About Legalweek

Hosted by ALM, Legalweek New York brings together the legal industry to address the biggest challenges and issues facing legal professionals. Legalweek New York brings together more than 9,000 attendees and 300 exhibits. Legalweek will feature workshop boot camps, networking events, hundreds of exhibitors on the trade show floor and five conferences designed to address key issues at a functional level: LegalCIO, LegalMarketing, LegalDiversity & Talent Management Forum, Business of Law Forum and Legaltech. Please follow us @Legalweekshow.

About ALM

ALM, an information and intelligence company, provides customers with critical news, data, analysis, marketing solutions and events to successfully manage the business of business.

Customers use ALM solutions to discover new ideas and approaches for solving business challenges, connect to the right professionals and peers to create relationships that move business forward and compete to win through access to data, analytics and insight. ALM serves a community of over 6 million business professionals seeking to discover, connect and compete in highly complex industries. Please visit for more information and visit to learn about our upcoming events. Please follow us on Twitter at @ALMMedia.



About Edge Legal Marketing


Edge Legal Marketing ( delivers marketing and public relations expertise to service, software and hardware providers targeting the legal market. The company helps B2B businesses market and sell their products and services to corporate legal departments, law firms, federal and state courts and legal associations. Edge Legal Marketing services include strategic planning, marketing and e-marketing action plans, alliance building, website development, market research, public relations and advertising (concept and media plans).


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Media Contact:

Vicki LaBrosse

Director of Media Relations

Edge Legal Marketing


When I get to the office in the morning, the first thing I do to start my day is make a big cup of coffee. The second thing I do is look at my calendar.

For some reason, it just sank in today, and I had to do a double-take. That can’t be right: June 2017?! We’re nearly halfway through 2017 already? How is that possible?!

Of course, time slips by because we are consistently consumed with and distracted by the day-to-day: We have meetings, deadlines, and appointments. There are the constant questions of “What’s for dinner?”; “Where’s my blue shirt?”; “Did that proposal go out?”; “When is the last time I called my mother?”; “Have I tweeted enough lately?” And on and on it goes until you wake up one morning and realize you’re six months into 2017, despite the fact that you’re still writing “2014” on your kids’ field trip permission slips.

We all start each new year with delusions of grandeur: This is the year I will join a gym and lose 10 pounds, get my inbox sorted and organized, eat more kale and less chocolate and start saving more for that anniversary vacation instead of inevitably spending up my travel nest egg on Black Friday.

What happens when you realize you’re six months into that shiny new year, and those goals that seemed so doable in January, now seem so far out of reach? How do you assess your progress to date? How do you get back on track and still meet those goals, with six months gone?

Are the goals we set in January, still SMART today?

There is a helpful acronym, coined in the 1980s to guide the process of goal setting.  The acronym is S.M.A.R.T.  A S.M.A.R.T. goal aligns with the following criteria: Specific, Measurable, Attainable, Relevant and Timely.

  • Specific – Ask the “W” questions: What do I want to accomplish? Why is this an important goal for my team? Who is involved, and what are their roles?
    • Example: A general goal could be, “Get more clients”; a specific goal would be, “Hit the 50-client mark by December 31.”
  • Measurable – This requirement stresses the need for a concrete way to determine whether the goal has been reached: There is a definite finish line. Your team can visualize the proverbial tape breaking across their chests and celebrating their collective victory. “Get more clients” can mean different things to different members of your team; “Hit the 50-client mark by December 31” is a clear objective that leaves less open to interpretation.
  • Attainable – Does my team have the resources required to reach this goal? On the one hand, setting the bar too low can lead to low motivation, procrastination and decreased morale. A goal that’s too easily achieved poses no challenge, offers little reward and inspires no action. On the other hand, a goal that is too far out of reach or beyond your capabilities and/or resources will also serve to demotivate. If you feel you’re set up to fail, why bother going to the effort of trying? It is crucial that you know your team and are able to walk the fine line between low-hanging fruit and implausible expectations.
  • Relevant – If a goal is relevant, buy-in from your team will be a matter of course. A goal that is relevant is worth the costs and/or sacrifices entailed by such an undertaking and in keeping with the overall values of your organization, your brand and your long-term plans.
  • Timely – A goal with no time restriction elicits no sense of urgency. “Lose 10 pounds” doesn’t convey the same message as, “Lose 10 pounds by July 4.” The ticking clock can provide the impetus for action: You know the end goal, and you begin to conduct your day with that goal in mind, bringing you closer to actualizing it.

Have we made any progress?

Breaking a large or long-term goal into more palatable, bite-sized, actionable steps can keep everyone from getting overwhelmed and paralyzed into inaction.

  • Are we each clear on the goal, why we’re striving to achieve it and our respective roles in doing so?
  • Are we holding accountable the members of our team to whom we’ve delegated specific aspects of the task
  • What does that accountability look like?
  • How can we effectively track our progress going forward to ensure we stay on target? Specificity can be key, but be cautious that you don’t get so caught up in tracking the progress and reporting on it, that you end up wasting more time, impeding the progress you’re tracking!
  • Weekly/monthly reporting or status update meetings? To whom, by whom?

Avoid motivation drain.

The middle is tough. It’s where most people lose motivation, because they feel they’ve put in so much time and effort, but there is so much still to do.

  • Keep a visual reminder of your goal nearby. Whether it’s a hand-drawn, data-driven thermometer graph taped to your office wall or a travel brochure stuck to your fridge with a magnet, the constant reminder of the finish line will help shape your behavior, getting you closer to those palm trees.
  • Allow yourself to take detours: Tackling a long-term goal is daunting and draining, and a brief hiatus from the task at hand will enable you to come back, refreshed and re-energized; however, be sure to set a limit on how long that detour can be!
  • Be open with your team about your dwindling motivation. Undoubtedly, they’ve struggled too. Lean on each other, use each other as sounding boards and help to boost each other back into gear.

Jackson Brown Jr. said, “You have exactly the same number of hours per day that were given to Helen Keller, Pasteur, Michelangelo, Mother Teresa, Leonardo da Vinci, Thomas Jefferson, and Albert Einstein.”

Reaffirm your commitment to your goals for the next half of 2017: Spend your finite number of hours in a way that will bring you closer to your target! Next year, you’ll be motivated by looking back on this year’s success!

About the Author

Tanya Amyote is a Marketing Assistant, database and Excel guru, and token Canadian at Edge. Tanya possesses a strong work ethic, impeccable communication skills, and a can-do attitude… as long as she’s had her coffee!

Tanya is an outspoken advocate for awareness of Osteogenesis Imperfecta (brittle bone disease), which she and her son both have. She is an avid reader, musician, and amateur photographer. In addition to their young son James, Tanya and husband Bryan have two rescue dogs, a senior pug named Harley and a small Heinz 57 named Luna.

DiscoverySmith, the company innovating business process workflow for litigation support services, at Legaltech West Coast 2017 a suite of software products, the industry’s first easy to deploy toolset for enhancing litigation support efficiency.

In the past, Litigation support departments have struggled with the problem of quickly loading data and assuring quality work product while meeting deadlines. Through its powerful, patent pending features, DiscoverySmith empowers law firms and legal service providers to work efficiently by automating time-consuming tasks.

The software suite offered by DiscoverySmith consists of 3 products: Solid Proof, Rapid Loader, and Volume Tracker.


Flexera Reimagines Software Supply Chain Safety –

Embeds Open Source Security Scanning into Software Development Build Process


Developers Go from Zero to Hero with FlexNet Code Aware,

Now Integrated with InstallShield® and InstallAnywhere®


Itasca, Ill. – May 10, 2017 – Flexera, the company that’s reimagining the way software is bought, sold, managed and secured, announced today it’s reimagining software supply chain safety. Flexera’s the first-in-industry to embed open source security into the heart of the software development build process with automatic analysis detection.  It will help keep the software supply chain secure by enabling 100,000 developers around the world to sell clean products, free of open source vulnerabilities and license compliance risk.

“For nearly three decades, Flexera’s InstallShield product line has been ubiquitous in every software company’s development process. With our FlexNet Code Aware release, Flexera is extending our customers’ capabilities to do a quick scan for open source vulnerabilities and issues at the time the application is being packaged,” said Jim Ryan, Chief Executive Officer at Flexera.  “In providing this capability, we are making it easier for software producers to gain unprecedented insight into what is in their code which they can, in turn, share with their customers.  Driving collaboration between software producers and their customers is essential to eliminating the waste, inefficiency and risk that currently exists in what can only be described as a dysfunctional software supply chain.”

FlexNet Code Aware is the leading automated, open source risk assessment and package discovery solution helping software developers quickly scan products for security and Intellectual Property (IP) compliance risks. FlexNet Code Aware is now integrated with Flexera’s InstallShield and InstallAnywhere solutions. InstallShield is the global standard used by 100,000+ developers for creating Windows desktop, server and cloud installers on more than 500 million devices.  InstallAnywhere is the leading solution for creating multiplatform installation experiences for physical, virtual and cloud environments.

By embedding FlexNet Code Aware into InstallShield and InstallAnywhere, open source security scanning is now a standard part of the software build process, helping developers discover and assess IP and vulnerability risks before products ship.  This powerful, combined solution sets the foundation for a vulnerability-free build, ensuring a smooth, error-free installation.

Eliminating Open Source Risk Early – Really Matters

The use of open source components in software development is skyrocketing. A decade ago, developers were using less than 100 open source libraries per release.  Today, some industries are using more than 1,000.  In addition – developers are often not aware of the risks contained in the open source code they use.

According to Flexera data, as much as 50 percent of code used in development is open source – code developers didn’t write themselves. And as a whole, developers are only aware of up to four percent of the third-party software that comprises their products.  As open source dependency increases, developers need to be good corporate citizens and truly understand the vulnerability risk and compliance requirements they are inheriting from the open source code they use.  FlexNet Code Aware – now integrated with InstallShield and InstallAnywhere, identifies the libraries developers are using, and what the associated licensing terms are to ensure compliance.

“Open source security and compliance can’t be a once-a-year process – it simply doesn’t cut it any more given today’s demanding time-to-market pressures. Build/release engineers are the last people to touch products on a daily basis before they are packaged for installation. Up until now they haven’t really been able to do much around open source vulnerability management,” said Jeff Luszcz, Vice President of Product Management at Flexera. “These engineers are the front-line of defense in the development process and should be front-soldiers in ensuring open source security and compliance.  With FlexNet Code Aware now embedded in InstallShield and InstallAnywhere, Flexera helps them find vulnerabilities as part of their ongoing, daily builds – without slowing them down. ”


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Contact Flexera, and follow the company on…


About Flexera Software

Flexera Software’s business sits at the nexus between the world’s software producers and buyers – repairing the broken software supply chain, which is the most dysfunctional supply chain in all of business today. That dysfunction manifests as risk and cost – to both the producers of software and the enterprises that buy software – as they solve the complex, time consuming, and expensive problems of ensuring licensing compliance and security from vulnerabilities.  Our software licensing, compliance, cybersecurity and installation solutions are essential to ensure continuous licensing compliance, optimized software investments, and to future-proof businesses against the risks and costs of constantly changing technology.  A marketplace leader for more than 25 years, 80,000+ customers turn to Flexera Software as a trusted and neutral source of knowledge and expertise, and for the automation and intelligence designed into our products. For more information, please go to:

For more information, contact: Amanda Ingalls +1.949.241.1515


Copyright 2017 Flexera Software LLC. All other brand and product names mentioned herein may be the trademarks and registered trademarks of their respective owners.