One year at TheRecordXchange^®: What I learned about access to justice, security, and the official record

One year ago this month, I joined TheRecordXchange.

I arrived knowing the importance of the official court record. I understood the technology, the challenges courts face, and the opportunity to make the record more accessible.

What I understood less clearly was how many people were already doing this work.

Over the past year, I have spent time around courts, clerks, administrators, public defenders, and bar foundations, and I keep finding the same thing: a very large number of people working this problem from completely different directions, most with no commercial stake in it at all.

That has probably been the biggest lesson of my first year. The work of making the official record accurate, secure, affordable, and available is much bigger than any one company. We are one set of hands on a problem many people have been carrying for a long time.

A funder who will never use the system

One of the clearest examples came from the Chicago Bar Foundation, which is funding a TRX pilot.

They will not use the system. They will not bill against it or benefit from it in any way I could put on a slide. They are supporting the pilot because they believe people in Chicago will be better served when the official record is accurate, affordable, and available.

That is not how I expected my first year to go.

It stayed with me. In technology, it is easy to think in terms of customers, products, markets, and growth. Those things matter. But access to justice is not something we get to claim ownership of simply because we build technology that supports it. It is a cause many people are already carrying, and our job is to contribute something useful to that work.

That perspective has shaped how I think about this company, and about leadership, over the past year. The question is not simply whether we can build something valuable. It is whether what we build is worthy of the responsibility that comes with it.

What changed at TheRecordXchange this year

I did not have every answer when I started. What I did have was a conviction about why TheRecordXchange exists: courts should not have to choose between accuracy, speed, and cost when it comes to the official record. A year of working closely with courts has made that conviction more concrete.

We brought new courts live across the country. Every implementation reinforces something easy to lose sight of from a distance: the technology has to work in the real world. A record that exists but is hard to find is not serving the person who needs it. A process that saves time in one place but creates work somewhere else has not really solved the problem.

We also built and shipped three products this year: TRX TranscriptionPro™ (TPro), VoiceCopy+, and Case Called. They address different needs, but they come from the same observation: there is no single technology problem called "the court record." Courts have different workflows, resources, technologies, and constraints. Good technology has to meet that reality rather than asking courts to reshape themselves around it.

That is something I have come to appreciate much more deeply over the past year.

What SOC 2 Type II means for the courts we serve

This year, we earned SOC 2 Type II certification for 2025. On the surface, that is a technology and compliance milestone. But spending a year closer to courts changed the way I think about what it actually means.

The official record is not just another category of data. It can determine what someone knows about a proceeding. It can be needed to move a case forward or pursue an appeal. It can be part of how a court, an attorney, or a member of the public understands what happened and what comes next.

If a technology company holds or manages any part of that record, security is not simply an IT function. It is part of what we owe the institutions and people who depend on it.

SOC 2 Type II provides independent evidence that our controls operate over time, rather than reflecting how we say we operate on a single day. But the certification is only one part of the picture. The less visible work, continuous monitoring, vulnerability management, infrastructure controls, and the discipline of maintaining them, is what makes security a continuing commitment rather than a point-in-time achievement.

That has been one of the more important lessons of my first year: some of the most important work is the work nobody sees.

Reach matters

The work also expanded beyond where we started. Alongside our long-standing presence in Singapore, we added a customer in the United Kingdom and the Supreme Court of Tasmania. We also formalized partnerships with Redfish, JAVS, EBS, SHI, and Carahsoft.

Those developments matter to the business. But what interests me more is what they say about the nature of the problem: no single organization is going to solve this alone. Technology companies, courts, legal organizations, funders, and system integrators each bring something different to the work. Sometimes the most useful thing we can do is build something ourselves. Sometimes it is to work with an organization that can take that technology somewhere we could not reach on our own.

Reach is valuable when it helps more people benefit from the work. Otherwise, it is just a number.

And we built a team, several of whom reach their own one-year mark at TRX this fall. Watching that group take ownership of the mission has been the best part of this job.

What comes next

There is still a great deal to learn. We will keep listening to courts. We will keep learning from the people who use our products, and from those who depend on the record without ever touching our technology. And we will keep looking for places where technology can remove friction without adding another layer of complexity.

We will also keep showing up where these conversations happen. This fall, our team will be at three events:

• 2026 ABA Forum on Building Access to Justice for All, hosted by the American Bar Association, October 7 to 9 in Indianapolis, Indiana.
• 2026 Court Affiliates and AI & Courts Conference, hosted by the Center for Legal & Court Technology at William and Mary Law School, October 12 to 13 in Williamsburg, Virginia.
• eCourts 2026, hosted by the National Center for State Courts, December 7 to 9 in Las Vegas, Nevada.

If you are attending any of them, find us. The conversations we have in those rooms will influence what we build next.

One year in, I am more convinced than ever that this work matters. But I am also considerably more aware that we are not doing it alone.

The official record belongs to everyone it affects. Our job is to make sure the technology surrounding it helps courts do their work, and helps people reach the record when they need it. That is a responsibility I understand differently today than I did a year ago. And I think that is what a first year should do.

TheRecordXchange works with courts to keep the official record secure, accurate, and there when it is needed. To see how it fits your court, request a presentation.