Session Description: Neota Logic and Liberty Mutual will share details of the design and implementation of Neota Logic’s AI-driven expert system platform to automate document creation and drive internal efficiencies at Liberty Mutual.
- Ryan McClead (VP, Client Engagement and Strategy), Neota Logic
- Jeff Marple, Director of Innovation at Liberty Mutual Insurance Company
[These are my notes from the International Legal Technology Association’s 2017 Conference. I’m publishing them as soon as possible after the end of a session, so they may contain the occasional typographical or grammatical error. Please excuse those. To the extent I’ve made any editorial comments, I’ve shown those in brackets.]
- It’s just software. According to Kreutzer, “It’s only AI when you don’t know how it works; once it works, it’s just software.”
- Why did Liberty Mutual even consider using AI?
- As a life long geek, Jeff thought that AI was a cool thing to explore. The purpose of this exploration was to try to reduce some of the cognitive load, some of the lower-value tasks that slow the legal department’s lawyers down. Ultimately, it was intended to allow the lawyers to focus on higher-value tasks.
- Forget the pixie dust. With all the hype about AI, it is easy to be dazzled by the “pixie dust” aspects of the technology. However, in Marple’s view, 90% of the work in an AI deployment project involves capturing, organizing and cleaning the relevant data. Without this essential work, you cannot get to the pixie dust.
- Start with small, low-risk projects. To prove the value of the technology, they started with their internal non-disclosure agreement (NDA) process. (As with many companies, the NDA process was more onerous and time-intensive than the corporate legal department — and their internal clients — would like.)
- Their timeline to deployment. The bulk of the time was spent exploring the technology options and identifying the right use case for their pilot. The actual process of creating and deploying their instance of Neota Logic took two to three weeks.
- Their new toolbox. They are creating a toolbox that includes Neota Logic to be deployed throughout the organization. Because Neota is a business-facing tool, the business folks can use Neota to improve processes without involving a single developer.
- What skills and competencies best support AI deployments?
- Legal Engineers are perfectly placed to support AI deployments. They can be lawyers or business analysts. However, they need an understanding of the law and they must be willing to “lean in to technology.” Plus, they must have a healthy curiosity about the technology.
- Some law schools are training their students in legal technology by using Neota Logic in their courses. Faster than we know it, most law schools will be training students in legal technology. And, when they enter law firms, they will simply practice law in a tech-enabled way.