Discover the Latest Estate Planning Trends

Are you curious about the latest trends in estate planning? WealthCounsel, in partnership with Trusts & Estates magazine and Informa Engage, surveyed estate planning professionals to discover the latest emerging trends in the industry.

What To Expect

This year’s survey explores a variety of topics, including preferred methods of drafting trusts, client concerns about federal gift or estate tax, career satisfaction, and attitudes toward emerging technologies such as generative artificial intelligence (AI).

→ Download the full report for free here.

Stay Informed, Stay Ahead

WealthCounsel has been helping elder law attorneys, estate planners, and business lawyers practice competently and confidently for over 25 years. Learn more about the products we offer to help you practice with greater efficiency and accuracy, allowing your entire office to remotely access files in real-time and collaborate anytime, anywhere.

Want to stay connected? Subscribe today to receive the WealthCounsel Quarterly—the premier legal magazine for estate planning and elder law attorneys.


Let AI draft, summarize, and respond to your questions within iManage Work, Outlook & Word. Meet us at Booth #343.


If you’ll be in New York, we’d love to connect in person. Our team will be on site talking strategy and nurturing real conversations about what’s working and what’s next in marketing and communications.

From PR and account strategy to operations and growth, we’re excited to connect with peers, partners, and new faces throughout the week! Reach out now, or catch us onsite in the 4th Floor Corner Café or on the 5th Floor in room MS-9!

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Law firms today operate in a highly competitive and fast-moving environment. Clients expect rapid response times, consistent communication, and cost efficiency without compromising quality. At the same time, firms face increasing pressure to manage staffing, control overhead, and maintain operational excellence.

To meet these demands, modern firms need more than additional staff. They need a strategic global operations engine.

At VermaSoft Inc., we provide comprehensive legal operations support that helps law firms scale efficiently, strengthen workflows, and improve overall performance.

Vermasoft

Solving Today’s Law Firm Operational Challenges

Many firms struggle with similar operational gaps:

Attorneys spending valuable time on administrative tasks
Delayed client intake processes
Inconsistent front office support
Rising staffing costs
Difficulty recruiting qualified legal professionals

Without structured legal operations support, growth becomes inefficient and profitability declines. A well built operational framework allows firms to focus on practicing law while maintaining seamless internal systems.

Specialized Legal Talent Services

Access to reliable and qualified legal professionals is critical for sustainable growth. VermaSoft delivers specialized legal talent solutions tailored to the unique needs of each firm.

Our legal staffing solutions are designed to:

Increase operational efficiency
Reduce overhead costs
Accelerate onboarding
Provide scalable workforce support

By leveraging global legal talent, firms gain flexibility and consistency without expanding internal infrastructure.

Learn more about our legal talent services at https://vermasoft.com

Intake and Reception Support

Client intake is one of the most important stages of the client journey. A responsive and structured intake system increases conversions and improves client satisfaction.

Our intake and reception support services help law firms:

Respond to inquiries quickly
Qualify leads efficiently
Enhance client communication
Capture more signed cases

Professional intake support strengthens first impressions and drives measurable growth.

Legal and Administrative Operations Support

Operational excellence is the foundation of every successful law firm. Our legal and administrative operations support services are built to streamline workflows and eliminate inefficiencies.

We help firms:

Optimize case management processes
Reduce administrative workload
Improve documentation accuracy
Maintain consistent communication

By reinforcing internal operations, firms improve productivity and position themselves for long term expansion.

Talent Certification Through LegalBridge Academy

Quality control is essential in legal support services. Through LegalBridge Academy, we ensure that legal professionals meet defined performance and training standards before joining client teams.

LegalBridge Academy focuses on:

Legal process competency
Communication standards
Technology proficiency
Compliance awareness

This certification approach reduces onboarding friction and ensures readiness from day one.

Explore more about LegalBridge Academy at https://vermasoft.com/legalbridge-academy

Why Global Legal Operations Matter

A global operations model provides law firms with strategic advantages:

Access to a broader legal talent pool
Improved cost efficiency
Operational scalability
Greater workforce flexibility
Consistent support coverage

Instead of reacting to operational challenges, firms can build a proactive system designed for sustainable growth.

VermaSoft’s VLegalGlobalOps framework is built to serve as an extension of your firm’s internal operations. By strengthening your legal operations infrastructure, you gain the stability and flexibility needed to compete in today’s legal market.

If your firm is ready to enhance efficiency and scale with confidence, visit https://vermasoft.com or contact our team at +1 305 985 5461 to learn more.


Legal teams today operate in increasingly complex data environments. Sensitive information flows across document management systems, AI tools, collaboration platforms, and external vendors, often with limited visibility or control once data leaves its original source.

In this context, adding privacy controls on top of existing workflows is no longer sufficient.

What legal teams need is a data infrastructure where privacy is embedded by design.

image nymiz

The Limits of Tool-Based Privacy

Many legal organizations rely on a combination of manual redaction, point solutions, or ad hoc processes to protect sensitive data. These approaches tend to be:

  • Fragmented across systems
  • Difficult to scale
  • Highly dependent on human intervention
  • Applied too late in the workflow

As legal data volumes grow and AI adoption accelerates, these limitations become critical risks.

Privacy at the Infrastructure Level

Nymiz addresses this challenge by integrating privacy directly into the legal data infrastructure. Rather than protecting data only at specific touchpoints, Nymiz enables organizations to anonymize and redact sensitive information as soon as data is collected or ingested into legal workflows.

Key capabilities include:

  • Automated detection of personal and sensitive data across documents and datasets using advanced NLP and AI models
  • Consistent anonymization and redaction applied before data is stored, analyzed, or shared
  • Preservation of legal context and structure, ensuring documents remain usable for review, analytics, and AI
  • Flexible deployment options (SaaS, API, or on-premise) to fit existing legal and security architectures

Designed to operate at the infrastructure level, Nymiz supports anonymization across a wide range of formats (including Word, PDF, PowerPoint, text files and images) and in more than 100 languages, making it suitable for global legal operations with diverse data sources.

Building Scalable, AI-Ready Legal Systems

Embedding privacy into data infrastructure allows legal teams to move faster without increasing risk. It enables:

  • Secure reuse of legal data across teams and use cases
  • Greater confidence when adopting AI-driven tools
  • Reduced reliance on manual processes
  • Stronger alignment with privacy regulations and internal governance policies

Rather than acting as a constraint, privacy becomes a foundational layer that supports innovation.

Join Us at Legalweek 2026

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.


Get the latest updates on Oxygen Forensics product launches, company milestones, media features, and events. Stay connected with what we’re building, where we’re going, and how we’re making headlines in the digital forensics space.

 

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 Select to get the latest updates, insights, and resources from Oxygen Forensics Enterprise


Trexo Global is proud to share that our colleague Bikram Sethi has been nominated for inclusion in the IAM Strategy 300: The World’s Leading IP Strategists for 2025.

This recognition celebrates individuals who are not only experts in intellectual property but who also shape IP strategy at the highest levels — and Bikram  does exactly that. Whether advising clients on global portfolio management, driving operational efficiency, or translating complex IP challenges into business value, his leadership continues to make an impact.

We’re thrilled to see Bikram recognized alongside the industry’s best.

Click for the full announcement.

Learn more about Trexo Global:  www.trexoglobal.com

Learn more about the IAM Strategy 300: https://www.iam-media.com/rankings/strategy-300

 


With the legal tech landscape constantly shifting, one truth remains constant: change is inevitable.

As law firms navigate the complexities of digital transformation, geo-political shifts, and evolving client expectations, the ability to adapt quickly has become both a competitive advantage and a necessity.

But how do successful firms manage this constant state of flux, whilst maintaining operational excellence?

The Fear Factor in Transformation

Change can be anxiety-inducing, particularly in an industry built on precedent and tradition. This anxiety primarily stems from the unknown. When legal professionals lack clarity about how changes will affect their workflows, productivity, and client service capabilities, resistance naturally follows.

What’s the antidote to this resistance you ask? Education…

Education: The Foundation of Successful Change Management

For over 35 years, we at Intellek, have observed a clear pattern among law firms that successfully navigate technological and operational shifts: they prioritize comprehensive training programs that prepare their people for change before it happens. Taking a proactive approach to change, not reactive.

The most successful change initiatives in legal environments share a common first step: ensuring everyone understands not just what is changing, but why it matters and how it will benefit them.

Simply put, you cannot lead change if you don’t know where you’re going.

The Measurable Impact of Learning Technology in Legal

The data tells a compelling story about how learning management systems are transforming legal education:

  • Firms implementing comprehensive learning platforms see an average 264% increase in learning material usage, indicating stronger engagement with training resources
  • Well-trained staff contribute significantly to firm-efficiency and profitability
  • Organizations prioritizing education experience substantial financial benefits, with $29,400 average savings in employee turnover costs

Building a Culture of Continuous Learning

Leading law firms are shifting away from the traditional view of training of classroom based activities, for three-hours during onboarding, toward establishing ecosystems of continuous learning. This approach recognizes that adaptation isn’t a destination but a journey.

Utilizing Intellek helps firms to address several critical challenges:

  1. New Hire Onboarding: Establishing consistent knowledge foundations for all staff
  2. Technology Capability: Ensuring proficiency within essential legal tech tools
  3. Continued Education: Supporting ongoing professional development
  4. Performance Measurement: Providing analytics to identify knowledge gaps
  5. Digital Adoption: Accelerating the implementation of new technologies

The Integrated Approach to Legal Learning

Intellek’s learning solutions go beyond conventional training methods by integrating multiple components:

  • Intellek LMS: Centralizing all learning activities with in-depth tracking & reporting
  • Intellek Learn: Providing access to over 1,400 courses used by law firms
  • Intellek Create: Enabling the development of tech-specific training
  • Intellek deliver: Delivering guidance within workflows and applications

This comprehensive approach creates a learning environment specifically designed to make change management more accessible and effective.

Education Within Workflow

Perhaps the most significant evolution in legal training is the shift toward delivering education within existing workflows. Rather than requiring professionals to step away from their work to learn, Intellek integrate learning moments directly into daily tasks.

This contextual learning approach dramatically reduces disruption while increasing retention and application of new knowledge.

Looking Forward

As the legal sector continues to evolve, the firms that thrive will be those that embrace a proactive approach to change, supported by robust training frameworks that prepare their people for what’s next.

The question is no longer whether your firm will face significant change, but rather: How prepared will your people be when it arrives?

What strategies has your firm implemented to support continuous learning and change management? I’d love to hear your experiences in the comments below.


Daryl is Head of Business Development & Innovation at Intellek, helping legal organizations navigate technological change through comprehensive learning solutions. Intellek has been supporting the legal sector for 35 years, globally.

Originally published: https://www.linkedin.com/pulse/leading-change-how-training-powers-transformation-daryl-fitzpatrick-a0l3e/


eDiscovery is more challenging than ever with growing data volumes and strict compliance demands. Knovos simplifies the process with its powerful, AI-driven Discovery platform, delivering efficiency, cost savings, and seamless collaboration. Explore the challenges, solutions, and benefits in this infographic!


Cimplifi Lounge | Special guests including Alex Karpman from Everchron, Ryan Frye and Matt Rasmussen from ModeOne, Justin Brownstone from Fileread, Ashley Legel and Charles McLoughan from Relativity!