Mark’s career has been shaped by leading large-scale transformation across global organizations—helping businesses navigate complex market change while scaling SaaS platforms and driving innovation through technology.

At Elite, he is currently leading one of the most important evolutions in legal technology, guiding the company through a cloud-first transformation and helping law firms rethink how they approach financial management, operational efficiency, and data-driven decision making within a modern legal ecosystem.

In this conversation, we’ll explore the changing expectations of law firms, the realities of cloud adoption at scale, and how technology leaders like Elite are shaping the next generation of legal operations and financial systems.

Mark, welcome to The Legal Helm. It’s great to have you with us.

Today’s episode explores one of the most transformative forces shaping the legal industry today—artificial intelligence. AI is no longer a distant concept or industry buzzword; it is actively redefining how law firms hire, train, structure their teams, and deliver value to clients.

We’re pleased to welcome Michael McCready, Managing Partner of McCready Law, a nationally recognized personal injury firm with over 30 years of service. Michael has long been ahead of the curve when it comes to legal technology adoption and is widely regarded as a thought leader on AI integration within law firms.

In this episode, we’ll discuss what practical AI adoption really looks like, how firms can move beyond experimentation into implementation, and what leaders must consider as technology reshapes the business and practice of law.

Stay tuned for an insightful and forward-looking conversation.

Today, we’re excited to welcome Hamid Kohan, President and CEO of Legal Soft, a company helping law firms scale through virtual staffing, automation, and modern operational support.

With a background in software engineering and extensive experience in Silicon Valley, Hamid brings a unique perspective to legal industry transformation. Since founding Legal Soft, he has focused on equipping law firms with the people, processes, and technology they need to grow efficiently, while enabling attorneys to spend more time serving their clients. Under his leadership, Legal Soft has become a trusted partner for firms seeking to modernize their operations.

In this episode, we’ll explore how technology and operational innovation are reshaping legal services, the future of scalable law firm models, and what it takes to drive meaningful change in a traditionally complex industry. Join us for an insightful conversation on building smarter, more efficient legal organizations. Stay tuned!

Today, we’re pleased to welcome Roger Roman, co-founder and COO of LegalEase, a company operating at the intersection of justice, technology, and opportunity by helping individuals clear their criminal records and move forward with their lives.

Roger began his journey at Howard University and has since become a serial entrepreneur and creator who brings together design, technology, and storytelling. His work has been backed by organizations such as Google and Techstars, and he serves on the board of Starting With Today, a nonprofit supporting wealth-building and mental wellness in Black communities, alongside his leadership role at LegalEase.

In this episode, we’ll explore how product innovation can expand access to justice, the role of technology in creating meaningful second chances, and what it takes to build solutions that truly meet people where they are. Join us for an insightful conversation on impact-driven legal innovation. Stay tuned!

Your host

Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.

Our Guest

Roger Roman is a Howard alum and serial entrepreneur focused on building tools that unlock second chances and expand access to justice. An ecosystem builder by nature, his ventures have been backed by Google and Techstars, and he serves on the board of Starting With Today, a nonprofit promoting mental wellness in Black communities.

Today, we’re honored to welcome David Carstens, founding partner at Carstens, Allen & Gourley, and a nationally recognized leader in intellectual property law. With dual engineering degrees, a law degree, and an MBA, David brings a truly rare mix of technical, legal, and business insight to the world of IP strategy. Over the years, he’s helped clients across technology, medical devices, telecom, and cosmetics turn their intellectual property into powerful competitive assets.

At The Legal Helm, we’re passionate about exploring how innovation, leadership, and technology are redefining modern legal practice. In this episode, we’ll dive into how AI, digital transformation, and the fifth industrial revolution are reshaping the very foundation of legal strategy—and how forward-thinking firms can adapt to stay ahead.

Thanks for tuning in!

Today, we’re thrilled to welcome Ben Hockema, founder and lead financial advisor at Illuminate Wealth Management. Ben works closely with entrepreneurs and small business owners—especially law firm leaders—to help them achieve financial clarity, sustainable profitability, and long-term growth.

At Illuminate Wealth Management, Ben combines strategic planning with proven systems like his Profit First model, guiding clients to shift from reactive bookkeeping to proactive financial leadership. Acting as a virtual CFO and accountability partner, he helps business owners align their firms’ success with their personal life goals.

In this episode, we’ll dive into how law firm leaders can take control of their financial future, build smarter strategies for profitability, and develop a healthier relationship with money. Stay tuned for an insightful and practical conversation!

Your host

Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena. 

Our Guest 

Ben Hockema, CFP, is the Founder and Lead Financial Advisor at

Illuminate Wealth Management, where he helps small business owners

—especially law firm founders—create financial clarity and long-term

profitability through virtual CFO services rooted in the Profit First model.

At Illuminate, Ben partners with entrepreneurs who are excellent at

their craft but want expert guidance on building a thriving business that

aligns with their personal goals. His work blends strategy and systems,

helping clients implement consistent cash flow habits, reduce tax

surprises, and finally pay themselves what they’re worth.

At The Legal Helm, we’re committed to exploring how innovation and technology are transforming the practice of law—and today’s discussion is a powerful example. Together with David, we’ll dive into how firms can embrace change, rethink their approach to legal tech, and create more inclusive, future-ready workplaces. Thanks for joining us!

Sarah’s career spans over 20 years as both a barrister and general counsel, guiding fast-growth companies and embedding legal strategy directly into the heart of business success. At The Legal Director, she helps organizations scale smarter, delivering senior legal expertise without the overhead of a full-time hire.

This episode explores how Sarah and other forward-thinking leaders are reshaping the general counsel role, blending legal insight with business acumen to meet the challenges of today’s market.

So, grab your coffee and let’s dive in, you won’t want to miss this conversation!

Your host  

Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.  

Our Guest   

Sarah Clark is a barrister and former-GC who has worked with fast-growth companies to embed legal thinking into their business from the inside out. With twenty years under her belt spanning private practice and in-house roles, she brings a no-nonsense, commercial approach to legal support. At The Legal Director, she helps companies get the strategic legal insight they need, without the overheads of a full-time legal hire.

At The Legal Helm, we’re passionate about exploring how innovation, leadership, and technology are transforming the legal landscape. In this episode, we’ll dive into how law firms can rethink and redefine revenue operations—turning challenges in billing, collections, payments, and forecasting into real competitive advantages.

Thanks for tuning in—we’re excited to have you with us!

At The Legal Helm, we’re committed to exploring how innovation is reshaping the legal industry—and today’s conversation does just that. We’ll be diving into the evolving legal frameworks surrounding AI regulation and discussing how emerging technologies are transforming legal education and expanding access to justice. Thanks for tuning in!

Today, we’re thrilled to have Joshua Lenon join us—Lawyer in Residence at Clio, a leading practice management platform trusted by over 150,000 lawyers worldwide. Joshua brings a unique blend of legal expertise and technological insight, actively bridging the gap between legal practice and tech innovation. He works tirelessly to educate lawyers on leveraging technology to enhance their practice, while also guiding tech companies on understanding the legal industry's distinct needs.

In this episode, we’ll explore Clio’s remarkable journey from revolutionizing solo and small firm management to confidently stepping into the mid-market legal space.

Join us for an insightful conversation on the evolution of legal practice management and the role technology plays in shaping the future of law. Stay tuned!

Your host

Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena. 

Our Guest 

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Prav brings over a decade of expertise in financial technology, specializing in platform quality engineering and wealth management systems. He has successfully led enterprise-scale migrations and built testing frameworks that enhance operational efficiency and drive revenue growth. In this episode, we’ll discuss how automation and AI are revolutionizing quality assurance in financial services, tackle key challenges, and look ahead to the future of testing. Stay tuned for an insightful conversation on the evolving world of legal tech!

Your host

Bim Dave is Helm360’s Executive Vice President. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena. 

Our Guest 

Praveen Gudipalli is an ISTQB® Certified Test Manager with over a decade of experience in platform quality engineering and wealth management systems within the financial technology sector. He has led enterprise-scale migrations and developed robust testing frameworks for investment platforms, incorporating cutting-edge digital interfaces and white-label solutions that boosted operational efficiency and generated significant revenue across the wealth management industry. Praveen consistently redefines quality standards through strategic automation frameworks, leveraging tools like Playwright, Cypress, and AI-powered technologies.

Today, we’re excited to have Matt Veale join us—an experienced European Patent Attorney and UPC Representative at Patsnap. With a PhD and a background in computer science, Matt offers a unique perspective on the intersection of technology and intellectual property. At Patsnap, he helps businesses harness patent intelligence and AI-powered insights to shape successful IP and R&D strategies.

In this episode, we’ll explore how artificial intelligence is reshaping IP law, the challenges, and opportunities it brings, and its impact on the daily work of IP professionals. We’ll also take a closer look at Patsnap’s cutting-edge AI solutions and how they are driving innovation in the field. Stay with us for an engaging and insightful conversation!

Your host

Bim Dave is Helm360’s CEO. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena. 

Our Guest 

Matt Veale is a European Patent Attorney and the current lead patent lawyer at Patsnap. With a PhD and a background in computer science, he specializes in intellectual property strategies for software, bridging the gap between technology and IP. At Patsnap, Matt works to unlock detailed insights, helping to plan and create profitable IP and R&D strategies based on patent data - allowing organizations to drive innovation, optimize research, and enhance development strategies.

Frustrated by the fragmented nature of court data, Nicole founded Trellis with the vision of making accessible, actionable insights available to legal professionals at the state trial court level. Today, she’ll share with us how law firms can harness the power of AI and state court data to streamline and automate litigation tasks, improving efficiency and strategic decision-making. Join us as we dive into this fascinating conversation with Nicole Clark on transforming legal work through technology.

#legaltech

Today, we’re thrilled to welcome Marie Claire Le Houerou, also known as MC, the Senior Client Experience Director at Intapp. Intapp is revolutionizing the way leading firms across industries like legal, accounting, consulting, investment banking, and private capital operate by leveraging applied AI and industry-specific SaaS solutions to modernize operations, enhance compliance, and drive growth.

MC brings over 15 years of expertise in risk and operational roles. Before joining Intapp, she served as the Global Director of New Business Intake at Baker McKenzie, where she led transformative client onboarding operations, including conflicts management, new business intake, client terms management, and AML KYC compliance.

Today, MC will share insights on how Intapp’s innovative solutions are helping firms revolutionize their legal operations, from compliance to the wider quote-to-cash journey. Stay tuned as we dive into her impressive career and discover how these strategies can empower your organization!

#legaltech #legalops

Beyond managing her own thriving law firm, Margeaux has served in leadership roles within bar associations and on nonprofit boards, showcasing her dedication to the legal community. Today, she’ll share her journey of launching a successful legal practice and how she’s embraced a remote-first approach to build a resilient business. Join us as we dive into Margeaux’s inspiring story and the lessons she’s learned along the way!  

As a leader in legal technology, Elite provides cutting-edge financial management and business solutions for law firms across the globe. Elisabet oversees the strategy and development of key products like 3E, ProLaw, eBilling Hub, and Mattersphere. With more than 25 years of experience in product management and marketing, she’s built and led high-performing teams at Elite, Thomson Reuters, and beyond. 

In today’s episode, we’ll explore the evolving landscape of legal tech and Elite’s vision for the future. Elisabet, welcome to the show!

Before these ventures, Jim held senior roles at organizations like ChoicePoint and LexisNexis, giving him a fresh perspective on innovation in both legal and insurance sectors.

In today’s episode, we’ll dive into how AI is transforming communication and documentation review between attorneys and insurance carriers. You won’t want to miss this insightful legal-tech conversation!

In this episode, we delve into how AI is poised to revolutionize the legal tech landscape. Join us as Dan shares insights on leveraging advanced data science to predict case outcomes and motions to dismiss, marking a significant shift in how law intersects with technology. Tune in now and join us for an insightful discussion!

As if that weren't impressive enough, Sophia also hosts the top-rated Tech for Non Techies podcast. In this episode, we dive into a fascinating discussion about how being a tech-savvy lawyer can significantly impact your ability to attract and serve legal tech clients.

Without further ado, let's welcome Sophia Matveeva to this new legal tech show!

Corpay, a leading B2B payment provider, has facilitated billions of transactions across 145 currencies and 100+ countries. In this episode, Bim and Tony explore how Corpay is revolutionizing payment processes for businesses, making international transfers seamless and cost-effective. Get ready for an insightful legal tech discussion on optimizing B2B payments. Stay tuned!

In today's episode, Bim and Robert have an interesting discussion about how to transform your firm's podcast into a powerful content marketing tool. We cover a wide range of topics, from the intersection of law and mental health to exploring the audience for legal podcasts. Plus, we even dive into a bit of Dr. Who fandom! It was an incredibly engaging conversation, and we can't wait for you to tune in and hear it for yourself. Stay tuned!

Let’s start the year with innovative insights into navigating the digital landscape, understanding client needs, and staying resilient in the ever-changing legal tech industry. Welcome our first episode of The Legal Helm 2024 with Bim Dave!

Get ready to explore the forefront of legal technology as we tackle these crucial topics. Stay tuned for a deep dive into the challenges and advancements shaping the legal industry today.

Shieldpay's research report: https://hubs.la/Q029Ckjg0 

In this episode, Bim speaks with Steven Choi, the co-founder and CEO of Traact, a cloud-based platform designed to help automate those repetitive (but crucial!) administrative tasks in legal and financial spaces.

Bim and Steven talk about the three stages of “the hype cycle,” where AI works best, and how legal tech companies can avoid ending up like Amazon Go. Be sure to listen to the end of this illuminating legal-tech conversation!

This conversation explores how video can, not only impact cases, but also make client interactions more efficient and productive. Tune in to learn how cartoons, gaming, and video contribute to a new legal tech application that makes practicing law more engaging, interesting, and fun.

In this episode, Bim and Patrick also discuss the acquisition of a majority stake in Elite by private equity firm TPG. Today’s podcast was recorded before this announcement was released. As a long-time partner of Thomson Reuters Elite, Helm360 understands the potential uncertainties and transitions this may bring for our customers. We want to assure you that we are here to support you throughout this process and into the future. We believe this transaction will provide Elite with greater focus, resources, and growth opportunities. Join us as we delve into the implications of this acquisition and explore the exciting possibilities it holds for both Elite and the legal-tech industry as a whole.

Your host 

Bim Dave is Helm360’s Executive Vice President. With 15+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.      

Today’s guest

 Patrick Hurley has been with Thomson Reuters for over 25 years, beginning as a customer service manager and working his way to the top of the corporate hierarchy, where he is currently the Vice President of Global Specialty Support.  Before joining Thomson Reuters, Patrick worked for many technology firms, such as Elite Information Systems, where he served as the product manager for Elite’s then leading-edge products Workflow and WebView. 

Tune in to hear how Dr. Mechik’s unique approach to this foundational business process not only brings contract generation and its use forward, but also supports climate health. 

Your host  

Bim Dave is Helm360’s Executive Vice President. With 20+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.   

Our guest 

Johannes (Jan) C. Scholtes is the Chief Data Scientist at IPRO, which provides legal eDiscovery tools and software to law firms and corporations. Additionally, he holds the Extraordinary Chair in Text Mining from the Department of Advanced Computer Sciences at the Faculty of Science and Engineering of the University of Maastricht (Netherlands). There, he teaches courses on Artificial Intelligence and law. Jan specializes in text-analytics, information retrieval and natural language processing with application specializations in legal technology, regulatory overview, law enforcement, and intelligence.

#legaltech

The conversation covers a lot of ground, including how to get buy in, what increases revenue right now, and where legal pricing is heading. Enjoy legal tech enthusiasts!  

#legaltech

#legaltech

#legaltech

YOUR HOST

Bim Dave is Helm360’s Executive Vice President. With 15+ years in the legal industry, his keen understanding of how law firms and lawyers use technology has propelled Helm360 to the industry’s forefront. A technical expert with a penchant for developing solutions that improve business systems and user experience, Bim has a knack for bringing high quality IT architects and developers together to create innovative, useable solutions to the legal arena.

TODAY’S GUEST

Martin Brej is the Vice President of Enterprise Systems and Corporate IT for UserZoom, a company specializing in Experience Insight Management (XIM). His 30-year career has been entirely in Enterprise Software, specifically Services and Sales. He’s worked for successful early stage startups in Silicon Valley and for some of the largest organizations in the world (Accenture; Abbott Laboratories; IBM; Thomson Reuters). Marty’s known for his ability to leverage his creativity and experience to help companies solve unique problems with technology while empowering and teaching his clients. And he’s an all-around super nice guy.