🎙️ Ep. # 124: AI Governance Expert Nikki Mehrpoo Shares the Triple E Protocol for Implementing Responsible AI and Legal Practice While Maintaining Ethical Compliance and Protecting Client Data.

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My next guest is Nikki Mehrpoo. She is a nationally recognized leader in AI governance for law practices, known for her practical, ethical, and innovation-focused strategies. Today, she details her Triple-E Protocol and shares key steps for safely leveraging AI in legal work.

Join Nikki Mehrpoo and me as we discuss the following three questions and more!

  1. Based on your pioneering work with “Govern Before You Automate,” what are the top three foundational steps every lawyer should take to implement AI responsibly, and what are the top three mistakes lawyers make with AI?

  2. What are your top three tips or tricks when using AI in your work?

  3. When assessing the next AI platform from a service provider, what are the top three questions lawyers should be asking?

In our conversation, we cover the following:

  • 00:00:00 – Welcome and guest’s background 🌟

  • 00:01:00 – Current tech setup and cloud-based workflows ☁️

  • 00:02:00 – Privacy and IP management, not client confidentiality 🔐

  • 00:03:00 – Document deduplication with Effingo 📄

  • 00:04:00 – Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone 💻📱

  • 00:05:00 – Efficiency tools: Text Expander, personal workflow shortcuts ⌨️

  • 00:06:00 – Balancing technology innovation and risk management ⚖️

  • 00:07:00 – Adapting to change, ongoing legal tech education 🧑‍💻

  • 00:08:00 – Triple-E Framework: Educate, Empower, Elevate 🚀

  • 00:09:00 – Governance, supervision duties, policy setting 🛡️

  • 00:10:00 – Human verification as a standard for all legal AI output 🧑‍⚖️

  • 00:12:00 – Real-world examples: AI hallucinations, bias, and due diligence ⚠️

  • 00:13:00 – IT vs. AI expertise, communicating across teams 🛠️

  • 00:14:00 – Chief AI Governance Officer, governance in legal innovation 🏛️

  • 00:15:00 – Global compliance, EU AI Act, international standards 🌐

  • 00:16:00 – Hidden AI in legacy software, policy gaps 🔎

  • 00:17:00 – Education as continuous legal responsibility 📚

  • 00:18:00 – Better results through prompt engineering 🔤

  • 00:19:00 – Verify, verify, verify: never trust without review ✔️

  • 00:20:00 – ABA Formal Opinion 512: standards for responsible legal AI 📜

  • 00:21:00 – Nikki’s Triple-E Protocol, governance best practices 📊

  • 00:22:00 – Data origin, bias, and auditability in legal AI systems 🧩

  • 00:23:00 – Frameworks for “govern before you automate” in legal workflows 🔒

  • 00:24:00 – Importance of internal hosting and zero retention policies 🏢

  • 00:25:00 – Maintaining confidentiality with third-party AI and HIPAA compliance 🤫

  • 00:26:00 – Where to find Nikki and connect 🌐

Resources

Connect with Nikki Mehrpoo

Mentioned in the episode

Hardware mentioned in the conversation

Software & Cloud Services mentioned in the conversation

🎙️Ep. 118: Essential Legal Tech Competency - Colin S. Levy on Building Foundational Technology Skills for Modern Lawyers!

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My next guest is Colin Levy, General Counsel at Malbek. Colin is a leading voice in legal innovation. During our interview, he shared practical insights on building foundational legal tech skills for modern lawyers.

During the conversation, Colin outlines the top three steps every lawyer should take to develop legal tech competency, regardless of their technical background. He emphasizes the ethical responsibilities that lawyers face when utilizing AI, particularly the risks associated with unchecked reliance on generative tools and the need to acknowledge potential inaccuracies. Colin also shared some great tips on how to better utilize legal professionals' use of Microsoft Word to improve efficiency and save time (and money💰). In discussing the adoption of new technology, he underscores the importance of defining problems, clarifying desired outcomes, and fully leveraging existing tools before selecting new solutions strategically.

Join Colin and me as we discuss the following three questions and more!

  1. Based on his extensive experience interviewing legal tech leaders and your role as general counsel at Malbek, Colin provides the top three foundational steps every lawyer should take today to build their legal tech competency, regardless of their current technical skill level.

  2. Colin shares three specific ways lawyers can immediately improve their document drafting efficiency using existing technology tools, and how this foundational competence connects to more advanced legal tech adoption.

  3. Colin has conducted hundreds of interviews with legal tech leaders and now serves as general counsel for a CLM company.  He has seen both the vendor and practitioner perspectives. Colin shares his top three strategic considerations lawyers should evaluate when selecting and implementing new technology solutions to ensure they actually improve client service delivery and practice efficiency rather than just adding complexity.

In our conversation, we covered the following:

[01:28] Colin's Tech Setup

[11:14] The Three Core Steps to Legal Tech Competency

[13:17] AI Tools and Ethical Considerations

[17:29] Improving Document Drafting Efficiency

[23:15] Strategic Considerations for Technology Selection

Resources:

Connect with Colin:

Mentioned in the episode:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

🎙️ Ep. 117: Legal Tech Revolution,  How Dorna Moini Built Gavel.ai to Transform the Practice of Law with AI and Automation.

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Dorna Moini, CEO and Founder of Gavel, discusses how generative AI is transforming the way legal professionals work. She explains how Gavel helps lawyers automate their work, save time, and reach more clients without needing to know how to code. In the conversation, she shares the top three ways AI has improved Gavel's tools and operations. She also highlights the most significant security risks that lawyers should be aware of when using AI tools. Lastly, she provides simple tips to ensure AI-generated results are accurate and reliable, as well as how to avoid false or misleading information.

Join Dorna and me as we discuss the following three questions and more!

  1. What are the top three ways generative AI has transferred Gavel's offerings and operations?

  2. What are the top three most critical security concerns legal professionals should be aware of when using AI-integrated products like Gavel?

  3. What are the top three ways to ensure the accuracy and reliability of AI-generated results, including measures to prevent false or misleading information or hallucinations?

In our conversation, we cover the following:

[01:16] Dorna's Tech Setup and Upgrades

[03:56] Discussion on Computer and Smartphone Upgrades

[08:31] Exploring Additional Tech and Sleeping Technology

[09:32] Generative AI's Impact on Gavel's Operations

[13:13] Critical Security Concerns in AI-Integrated Products

[16:44] Playbooks and Redline Capabilities in Gavel Exec

[20:45] Contact Information

Resources: 

Connect with Dorna:

Websites & SaaS Products:

  • Apple Podcasts — Podcast platform (for reviews)

  • Apple Podcasts — Podcast platform (for reviews)

  • ChatGPT — AI conversational assistant by OpenAI

  • ChatGPT — AI conversational assistant by OpenAI

  • Gavel — AI-powered legal automation platform (formerly Documate)

  • Gavel Exec — AI assistant for legal document review and redlining (part of Gavel)

  • MacRumors — Apple news and product cycle information

  • MacRumors — Apple news and product cycle information

  • Notion — Workspace for notes, databases, and project management

  • Notion — Workspace for notes, databases, and project management

  • Slack — Team communication and collaboration platform 

Hardware:

Other: