A Virtuous Cycle If a legal tech solution has a high degree of adaptability, customers can start small and gradually secure buy-in and expansion. Initial wins create a virtuous cycle, where success leads to growth, and this growth leads to more success. A Cleary Gottlieb team that includes members of its Knowledge Management and Business Development groups has implemented such a cycle at that firm.
Law firms dramatically accelerated their technology investments in 2025, with spending on tech and knowledge management tools growing 9.7% and 10.5% respectively - the fastest real growth likely ever experienced in the legal industry, according to the newly released 2026 Report on the State of the US Legal Market from Thomson Reuters and Georgetown Law's Center on Ethics and the Legal Profession.
While it doesn't say "explainer" on my resume, maybe it should. Over twenty-ish years, I've held many roles in digital advertising, media, and marketing, but I always wear the same explainer hat. Whenever something new and complex arrives on the scene-these days, that's clean rooms, identity, CTV, and increasingly, AI, I'm one of those people that colleagues turn to for clarification. If you're one of those people, you know what I'm talking about.
While passion and personal drive are essential, the common denominator among truly successful organizations is their structured processes and systems. Every project and task is clearly outlined in accessible knowledge bases, empowering employees to take accountability and initiative in their work. However, that rarely applies to organizations that rely heavily on their founder. In these cases, every decision and piece of information comes from a single source. Additionally, there is minimal effort to document knowledge and establish a system for transferring it.
As I previously discussed, Clio offered the blockbuster announcement that its AI tools would now work not only on the internal data of a firm but also on external data like cases and statutes. Clio's approach essentially lets customers use one vendor for its AI needs since that vendor can supply the tools for use with internal and external data. This all under one roof one stop concept has everyone gushing as if the world has completely changed and firms will flock to Clio.
[without a] central repository for conversations, valuable insights go untapped. Otter enables organizations to realize the full potential of meetings by creating proprietary intellectual property from all conversations and building a comprehensive corporate knowledge base that scales with business growth.
Deta Surf, which is launching in beta today, is both a browser and a research tool that allows you to create notebooks on different topics. You can use AI to get a gist of a certain topic based on your prompt. You'll then get a summary report on a topic in a Notion-styled document, which you can edit. Since the core application is a browser, you can open URLs and surf the web.
Modern digital workspaces have made knowledge management infinitely easier. Whether you're building a personal knowledge base, organizing research, or planning projects, there are a bunch of platforms that can help. Anytype and Notion are tools that help structure, store, and manage information like a second brain. Anytype is a new entrant that stands out through its promise of a fully local, privacy-focused, and offline-first approach to knowledge management. On the other hand, Notion is a platform known for its powerful note-taking capabilities, collaborative features, and rich databases.
Employees will soon have access to a single integrated platform where enterprise knowledge, data, and actions come together. The new capabilities include searching across all of an organization's key data sources, including Workday's own data cloud, as well as Google Drive, SharePoint, and Office365. AI agents can act proactively by anticipating needs, summarizing insights, and providing support for projects. In addition, these agents are enabled to create presentations, documents, dashboards, and even entire learning courses based on existing company data.
Traditional intranet search engines struggle to keep up with the growing complexity of internal knowledge, with information scattered across tools like Google Drive, Notion, SharePoint, Confluence, Slack, and your project management platform.