Legal Tech Talks: Integreon CEO on Stalled Progress

This article first appeared on Law360. View the original article here. Company founders, attorneys and other professionals working in the legal tech space share their journeys into the industry, challenges they face when working with law firms and legal departments, and common misconceptions about technology in the legal industry. If you’d like to write about these issues, please reach out to [email protected]. In this installment, Subroto Mukerji, CEO of Integreon, discusses how progress can stall when teams focus too heavily on selecting the right technology rather than identifying the right applications, and highlights how there is a need for consistent, principle-based frameworks that guide responsible AI usage. My Journey Into the Legal Tech World I spent all my working career in IT services and entered the legal tech world at what I believe was the perfect moment. I grew up in India, and, after college and a few years of working in the IT industry, relocated to the U.S. In all, I spent over three decades in the technology sector, including key leadership roles at HP and its predecessor and successor companies. Later, I served as chief operating officer and then president of the Americas at Rackspace Technology. Throughout my career, I’ve been driven by a consistent focus: not just implementing technology, but ensuring it is applied in ways that truly benefit the end client. I joined Integreon in 2022 — serendipitously, right around the time generative artificial intelligence, including ChatGPT, launched. I had seen many such transitions in the IT industry: For instance, the rise of the internet, and the transitions from PCs to mobile and from on-premises software to the cloud. The lessons from these other major shifts apply to the change that we are seeing in legal tech today: Clients need even more help when there is a technology inflection Service providers that learn and adopt the new technology win. In fundamental technology change (like generative AI), early adopters will expand their lead over others, and fast followers will not catch up. Keeping the people dimension at the forefront is When technology is changing rapidly and no winner has emerged, it is often better to buy the milk, not the cow. In other words, buy the outcome rather than the This is especially true because large enterprises have complex processes to introduce new technology, so they should begin by buying tech-enabled outcomes even as they evaluate which new tech to buy for what use cases. The basics of economics are not changed by a new technology, so incentives still drive behavior. This means that crafting win/win scenarios is important. Biggest Challenges When Working With Law Firms or Legal Departments We work with large enterprise companies and law firms around the world. Many of our clients are either mandated or are actively seeking to implement generative AI solutions. One of the most common challenges we see isn’t a lack of interest; rather, it’s the difficulty in shifting from experimentation to intentional, scalable adoption. Too often, progress stalls because teams focus too heavily on selecting the right technology rather than identifying the right applications. Identifying the right use cases is a critical first step for firms to move beyond experimentation. It can be daunting, particularly in organizations that may lack clear internal processes for innovation, feel uncertain about their technical readiness, or are wary of making premature investment decisions. But sidestepping this step in favor of tech scouting puts form before function. Successful adoption should always begin with a specific business need. Rather than chasing vendor hype or market buzz, legal teams should anchor their efforts in well-defined, real- world challenges that align with strategic objectives. Use cases should be selected not because they match the latest trends, but because they solve a real problem and improve measurable outcomes. Common Misconceptions Attorneys Have About Working With New Technology I don’t think skepticism about new technology is unique to attorneys. With the introduction of any transformative innovation, there are always misconceptions — both about what technology can do and what it cannot. That said, legal professionals do tend to be especially cautious by nature. They are trained to identify risk, mitigate exposure and operate within tightly defined frameworks, so it’s no surprise that the adoption of new technology is met with a higher degree of scrutiny. To address those concerns, I always go back to use cases. Demonstrating where and how technology can deliver real, measurable value in legal workflows is key to shifting perceptions. Whether it’s accelerating contract review, enhancing document classification or improving legal research, showing practical results builds trust. When it comes to risk, it’s critical to reinforce that technology is not a replacement for legal expertise, but rather an enabler. In fact, to minimize risk and fully harness the potential of technology such as generative AI, subject matter and process expertise are more important than ever. These tools need to be guided, monitored and continuously refined by professionals who understand the nuances of the law and the context in which it is applied. Business and Legal Hurdles One of the biggest business hurdles we’re seeing in the legal services space isn’t just about technology, it’s about people. As generative AI rapidly evolves, the challenge is beyond simply deploying the tools but ensuring that teams across the organization are equipped to use them effectively and responsibly. From a regulatory perspective, clarity is still evolving, and that’s understandable given how quickly the technology is advancing. While I don’t believe we need heavy-handed regulation, there is a need for consistent, principle-based frameworks that guide responsible AI usage, particularly in high-stakes areas like legal services. Until such guardrails are fully established, it’s incumbent on organizations like ours to lead with accountability, transparency and client trust at the core. Other Legal Tech Tools That Have Impressed Me My favorite legal tech tool, broadly speaking, is not one tool, but a shift in focus from technology to process redesign by taking advantage of automation, including generative AI and agentic AI. Why

Reducing Risk and Boosting Recovery Through Strategic Post Cyber Incident Response Webinar Recap Blog

Managing Cyber Incidents: Insights from Industry Experts When a cyber incident strikes, speed, coordination, and clear communication are critical. In a recent webinar we hosted with Intelligent Insurer, we brought together claims professionals, breach counsel, forensic experts, and data analytics specialists to share best practices on responding effectively and mitigating risk. Here are key takeaways from the discussion. Build Trust from the First Call Onward Early triage sets the tone for the entire response. Clear communication, quick fact-gathering, and establishing rapport with the insured are key. Pam Ellingson emphasized the importance of having claims professionals stay with a client throughout the process: “When an insured calls in, we can open a claim immediately and guide them from start to finish. Early reporting means we can assemble breach counsel and forensics within minutes.” — Pam Ellingson, Coalition Colin Battersby highlighted the human side of incident response: “For the insured, this may be the worst professional day of their life. It’s crucial to build rapport early, reassure them they’re in good hands, and make clear we’ll run this operation with experienced partners.” — Colin Battersby, McDonald Hopkins LLC Ensure Data Mining and Notification Precision Precise analysis avoids unnecessary notifications and reduces exposure to class action lawsuits. Make sure you have your data mining needs covered well. Integreon plays a central role in data analytics, mining, and notification services that support compliance and litigation defense. “We don’t want to over notify. Data mining helps us identify exactly who needs notice and exclude those who don’t, which can significantly reduce the potential class size.” — Colin Battersby Don’t Underplay the Role of Forensic Accounting Business interruption claims can be complex and require early involvement of forensic accountants to clarify losses and manage expectations. Involving forensic accountants early in the claims process helps clarify calculations and assists in preparing proof of loss, making the process smoother.  Financial losses tend to crystallize over time (after the dust has settled) therefore building trust early in the process is paramount. “We don’t want to over notify. Data mining helps us identify exactly who needs notice and exclude those who don’t, which can significantly reduce the potential class size.” — Colin Battersby Prepare for Litigation, Even If There is No Risk of Litigation in Sight With class-action lawsuits following cyber incidents on the rise, organizations should assume litigation risk from the outset. Accurate data mining and targeted notifications are crucial defenses. “Being precise in notification is critical. Over notification increases class size and exposure. If no actual damages are alleged, we have a strong chance of getting cases dismissed.” — Tim Lowe, McDonald Hopkins LLC Summary To recap, here are the main learnings from this discussion with experts with distinct but complimentary roles to be played in post cyber incident response: Act fast: Assemble breach counsel, forensic experts, and claims handlers immediately. Build trust early: Provide reassurance and transparency throughout the process. Mine data precisely: Avoid over notification to limit class action risk. Engage experts early: Forensic accountants and legal counsel help manage expectations and strengthen defenses. Communicate clearly: Coverage, limits, and timelines must be transparent to maintain trust. Cyber incidents are stressful and complex, but with coordinated teams, accurate data analysis, and clear communication, organizations can contain risk and move forward with confidence.

Greatness is a team sport

The strongest organizations are driven by leaders who understand that success belongs to the “we” – and build teams that collaborate, adapt, and win together.

FT Innovative Lawyers Awards Europe

Join Integreon at the FT Innovative Lawyers Awards Europe! We’re proud to sponsor the Financial Times Innovative Awards Europe on September 18th.  At this annual event in London, law firm and in-house legal team leaders will gather to celebrate the innovative ways lawyers are delivering value for clients and driving positive change in the profession. Register Here

Exterro XChange 2025

Join Integreon in Denver, CO at Exterro XChange Global Conference 2025 Integreon is proud to sponsor Exterro XChange Global Conference 2025. Register today to join us in Denver and connect with our team. Event detailsLocation: Hyatt Regency Denver Tech CenterAddress: 7800 E Tufts Ave, Denver, CO 80237Dates: September 9 to 11, 2025 Why attend? Deepen your expertise with hands-on sessions that help you get more from Exterro across e-discovery, forensics, data privacy, and data governance. Connect with industry leaders, peers, and partners across privacy, e-discovery, cybersecurity compliance, and digital forensics. Explore best practices to manage data risks with confidence and efficiency. Meet Integreon at XChange Learn how leading legal teams and corporations partner with Integreon to do more. Schedule time with our team in advance to talk through your priorities and use cases. Register for Exterro XChange Global Conference 2025, then add Integreon to your agenda. We look forward to seeing you in Denver! Register Here Schedule Time With Integreon

Reimagining Legal Document Processing Support: Evaluating Managed Services and Consumption-Based Pricing Models

Law firms are under immense pressure to deliver more value to clients, optimize internal operations, and reduce overhead—without compromising quality or compliance. To meet these demands, many firms are embracing the cost-effective efficiency gaining power of outsourced legal document processing teams. Law firms looking to modernize their operations and stay competitive are increasingly exploring two complementary—but independently valuable—models: Managed Services and Consumption-Based Pricing. Managed Services: Structure, Quality, and Focus A managed services model is a strategic outsourcing approach whereby a third-party provider provides a dedicated team and takes responsibility for delivering specific, ongoing services such as legal document processing, matter intake or administrative support—under defined service levels, performance metrics, and governance. This isn’t just staffing. It’s a proactive, SLA-driven model that embeds efficiency, accountability, and continuous improvement into your legal support function. Key Benefits: 1. Scalability Without Overhead Whether you’re onboarding a large client, navigating a litigation spike, or working through backlogs, managed services give you immediate access to a dedicated team of expert resources without the cost and complexity of hiring temporary or full-time staff. 2. Operational Consistency and Quality Managed service providers bring standardized workflows, performance monitoring, and continuous improvement practices. This ensures that work is completed accurately, on time, and with consistent quality regardless of volume. 3. Focus on Core Legal Work With routine, time-consuming tasks delegated to a dedicated support team, your lawyers and paralegals can focus on high-value legal work, enhancing both productivity and client outcomes. Consumption-Based Pricing: Flexibility and Financial Clarity Consumption-based pricing means you pay only for what you use. It’s a flexible pricing structure where services are billed based on actual usage; documents processed, hours worked, matters handle rather than fixed retainers or flat fees. Services are typically delivered by a pool of resources who support other clients’ work. Key Benefits: 1. Predictable, Transparent Cost Control Gain real-time visibility into usage and spend. This model reduces cost surprises and aligns expenses with business activity, helping you stay budget-conscious without sacrificing responsiveness. 2. Strategic Insights Through Data Detailed usage metrics can inform decisions on internal staffing, outsourcing strategies, and operational efficiency. It’s a data-driven approach to financial and resource planning. 3. Adaptable to Changing Workflows Legal work isn’t constant; it ebbs and flows. Since you are not paying for a dedicated team, you can control spend during quiet periods and not get caught short-handed during surges. Managed Services and Consumption-Based Pricing each offer significant standalone value for law firms, but when used together, can also provide a modern, scalable, and cost-effective legal support model. Whether you’re looking to reduce overhead, enhance service delivery, or increase operational agility, these models can be tailored to support your firm’s growth and transformation goals. Therefore, It is essential to look for a partner that offers flexible pricing models and is willing to work with you to develop the right approach for your firm.