Financing Through Disruption: Capital Strategy for the Future PI Firm

FREE TO ATTEND

  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content
  • The Law Society of British Columbia: Approved for 1:00 hour of CPD
In Association With

OVERVIEW

For PI firms navigating market disruption, the question isn’t simply how to manage existing files—it’s how best to use capital during the transition. With significant firm resources potentially tied up in long-duration cases, preserving liquidity can create greater flexibility to adapt, diversify and invest in future growth.

This webinar examines how firms can rethink capital management in a changing PI market. We’ll explore the opportunity cost of tying up firm capital in existing files, how third-party funding can preserve capital and create capacity for growth, and how firms can deploy those resources strategically across technology, talent, marketing and practice diversification.

themes + agenda

Key themes

  • Managing cash flow and capital through market disruption
  • The opportunity cost of firm capital tied up in long-duration files
  • Using third-party funding to preserve capital and create capacity for growth
  • Deploying capital strategically across technology, talent, marketing and practice diversification
IN ASSOCIATION WITH

From Disruption to Innovation: Rethinking the Law Firm Operating Model

FREE TO ATTEND

 

CLE credit available in all US jurisdictions, pending final regulatory review

In Association With

OVERVIEW

The law firm operating model is under pressure. AI is changing both how firms work and what clients expect, the billable hour is increasingly under fire, and capital is entering the market, creating a new set of competitors. Leaders are asking how to structure their firms to better grow, compete, and serve clients.

Before a firm can decide how to change, it needs a clear view of where it stands. This first session in our three-part series on law firm operations examines the pressures affecting firm economics and client relationships today and the range of potential responses, from improving internal firm operations to outsourcing functions to adopting an entirely new structure. Attendees will leave with a clearer understanding of how those options fit to their firm and how to bring partners into a shared view of the case for change.

themes + agenda

Key themes

  • The current landscape: The forces driving firms to rethink how they operate
  • The range of options for improving the operating model, from internal change to outsourcing to new structures such as MSOs
  • Partnership communication: Making the case for structural change to partners who have worked hard for their equity

Speakers

COMING SOON

IN ASSOCIATION WITH

Innovation in the Back Office: Building a Best-in-Class Operating Platform

FREE TO ATTEND

 

CLE credit available in all US jurisdictions, pending final regulatory review

In Association With

OVERVIEW

The law firm operating model is under pressure. AI is changing both how firms work and what clients expect, the billable hour is increasingly under fire, and capital is entering the market, creating a new set of competitors. Leaders are asking how to structure their firms to better grow, compete, and serve clients.

Part 2 in our series on disruption and innovation in firm operations is for the people who run the firm: COOs, CIOs, directors of administration, and the other operations leaders who experience the limits of the current model firsthand. It compares back-office law firm operations with those of other professional sectors, then sets out what a modern back office looks like, covering technology, enterprise architecture, cybersecurity, data, procurement, and vendor management. It looks at where scale and specialization produce measurable gains, and the options for getting there. It also considers what a modernized back office means for the careers of business services professionals.

themes + agenda

Key themes

  • Back-office benchmarking: Where law firm operations currently stand in comparison to other professional sectors
  • The modern back-office standard: Technology stack, enterprise architecture, cybersecurity, data, procurement, and vendor management
  • Ways to reach that standard, how to prioritize investments, and where scale and specialization lead to measurable operating gains

Speakers

COMING SOON

IN ASSOCIATION WITH

From pilot to practice: What legal AI delivered in 2026, and what comes next

FREE TO ATTEND

Under consideration for CPD accreditation in Ontario and B.C.

In Association With

OVERVIEW

2026 saw a slew of new developments in AI-powered legal research and workflows, reshaping how lawyers find, analyze, and apply legal knowledge. As technology continues to advance, the focus is shifting from AI experimentation towards integrating increasingly capable tools into everyday legal practice.

This year-end thought-leadership discussion reflects on the innovations that shaped legal technology in 2026, examines where AI is delivering meaningful value versus where the hype persists, and explores what these changes mean for law firms and legal departments heading into 2027.

themes + agenda

Key themes

  • A year in review: A round-up of the key legal technology developments that shaped 2026 and their impact on legal practice

  • AI-powered research and workflows: Exploring how advances in legal research and integrated AI tools are changing how lawyers work

  • Governance and oversight: Examining the importance of verification, human oversight, and professional judgment as AI becomes more embedded in legal work

  • Looking ahead to 2027: Identifying the capabilities, adoption strategies, and emerging developments that legal professionals should prioritize in the year ahead
IN ASSOCIATION WITH

What Do All Of Your Contracts Say? Legal’s New Standard For Answers

FREE TO ATTEND

  • CLE credit available in all U.S. jurisdictions, pending final regulatory review
  • Under consideration for CPD accreditation in Ontario and B.C.
In Association With

OVERVIEW

As AI makes it possible to extract accurate data across entire contract portfolios, the expectations placed on in-house legal teams are changing. The business is asking questions that carry deadlines and need answers across every agreement, not just the ones someone had time to read. Which contracts are affected by a new regulation? What are we exposed to if a key supplier fails? What will we inherit in an acquisition?

This webinar looks at what that means in practice for in-house legal. Through scenarios involving M&A, regulatory change and market disruption, our expert speakers will examine how AI-assisted contract analysis can help legal teams answer those questions, where the technology falls short, and why verification, professional judgment and oversight remain the lawyer’s responsibility.

themes + agenda

Key themes

  • Exposure at portfolio scale: When every indemnity, termination right, liability cap and force majeure clause can be extracted across the whole book, exposure becomes a measurable number. The question is whether the standard of care rises once full review is feasible—and what expanded review capabilities mean for lawyers’ duties of competence and diligence. 

  • Regulatory, market and M&A answers in days, with nothing skipped: When regulations change, markets shift or deals enter diligence, AI can analyze every contract for key clauses and exposure. Who owns the findings, how quickly must the business act, and will buyers increasingly expect structured contract data from sellers?  

  • Reasonable verification when you can’t re-read everything: Competence, confidentiality and supervision duties now cover the tool and its vendors. Verification has to scale too, through risk-based sampling, confidence scores and human review focused on high-stakes extractions.

  • The lawyer’s role after extraction: Examining how lawyers interpret AI-generated findings and translate portfolio-level insights into legal advice, risk mitigation and negotiation strategies.
IN ASSOCIATION WITH

Your Contracts Are Data: Contract Intelligence As A Service

FREE TO ATTEND

In Association With

OVERVIEW

Every function that depends on contracts has its own questions. Sales wants to know which customers are up for renewal, what pricing and exclusivity terms they hold, and where there is room to expand. Procurement wants to know what has been committed to suppliers. Finance needs payment terms, revenue commitments and upcoming obligations. Risk wants to know where the exposure sits, and privacy which agreements carry data obligations. Today, most of them wait in line for legal to find the answer, or work from their own spreadsheets, which don’t agree with each other.

This webinar explores what changes when contract intelligence becomes a service: accurate, current contract data delivered across the organization the way data as a service delivers any other shared asset, on demand and to the teams that need it. Business teams can get answers themselves, with legal as a partner and not a bottleneck. Our expert speakers will examine where it delivers measurable value, from lower costs and new revenue opportunities to reduced risk, and how to build the business case and win stakeholder support.

themes + agenda

Key themes

  • Contract intelligence as a service: Moving from fragmented systems and departmental silos to a shared, reliable contract data foundation that any team can draw on when they need it.

  • Answers for every function: How sales, procurement, finance, risk, privacy and legal each use the same contract data, from renewal and pricing terms to supplier commitments, payment obligations and data obligations.

  • From efficiency to business outcomes: Connecting contract data to revenue growth, cost reduction and risk management, not just faster document review.

  • Building the business case: Securing executive support, aligning stakeholders and showing enterprise-wide value.
IN ASSOCIATION WITH

Innovation in the Front Office: Execution and Change Management

FREE TO ATTEND

 

CLE credit available in all US jurisdictions, pending final regulatory review

In Association With

OVERVIEW

The law firm operating model is under pressure. AI is changing both how firms work and what clients expect, the billable hour is increasingly under fire, and capital is entering the market, creating a new set of competitors. Leaders are asking how to structure their firms to better grow, compete, and serve clients.

The final session in our series focuses on the front office, framing modernization the way managing partners and group leaders view it: as a question of revenue, not cost. It examines the functions ready for change (marketing, business development, revenue operations, and working capital) and the measures that show whether a new model is working, including time to cash, revenue leakage, and business intelligence. It also covers the human side of the transition: protecting client service and firm performance; addressing partner buy-in, staff uncertainty, and cultural resistance; and using KPIs to keep change on track.

themes + agenda

Key themes

  • The front-office functions ready for transformation: Marketing, business development, revenue operations, and working capital
  • Options for delivering change, and the KPIs that show whether the changes are working
  • Addressing partner buy-in, staff uncertainty, and cultural resistance

Speakers

COMING SOON

IN ASSOCIATION WITH

Litigation In The Age Of AI: Building A More Connected Workflow

FREE TO ATTEND

  • CLE credit available in all US jurisdictions, pending final regulatory review
  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content
  • The Law Society of British Columbia: Approved for 1:00 hour of CPD

In Association With

OVERVIEW

AI is increasingly embedded across the litigation lifecycle, transforming the way lawyers, processes, and technology interact at every stage of the proceedings.

This webinar highlights how law firms and corporate legal departments can integrate AI into litigation workflows to enhance research, analysis, case management, collaboration, and decision-making. Our expert speakers will examine how legal practitioners can leverage AI to augment legal expertise while maintaining appropriate oversight and professional standards—and the skills and processes lawyers need to practice effectively in an increasingly AI-enabled litigation environment.

themes + agenda

Key themes

  • The evolving litigation workflow: Exploring how AI is reshaping legal research, discovery, case preparation, matter management, and other stages of the litigation lifecycle—and what this means for litigation practitioners

  • Connecting people, processes, and technology: Examining how integrated litigation workflows can improve case management, collaboration, information sharing, and continuity across legal teams, while maintaining appropriate controls over sensitive and confidential information

  • Responsible AI use and professional standards: Understanding where AI can support legal research, analysis, discovery, and case strategy, while addressing accuracy, confidentiality, human oversight, ethical obligations, and the professional responsibilities of lawyers

  • Preparing for the next generation of litigation practice: Examining how AI is changing the skills and capabilities of litigation lawyers, and the importance of AI literacy, training, and evolving practitioner capabilities in maintaining competent and effective legal practice

speakers

Reena Lalji

Former Associate General Counsel, BMO

IN ASSOCIATION WITH

AI, Automation + Analytics: Building The Tech-Enabled Personal Injury Firm

FREE TO ATTEND

  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content
  • The Law Society of British Columbia: Approved for 1:00 hour of CPD
In Association With

OVERVIEW

Technology is reshaping how personal injury firms manage cases, allocate resources, and make strategic decisions. This discussion focuses on the operational side of innovation, examining how PI firms can leverage AI, automation, and data-driven insights to improve efficiency, reduce administrative burden, and strengthen firm performance.

themes + agenda

Key themes

  • Practical AI applications across legal, administrative, and operational functions

  • Automating workflows throughout the litigation lifecycle

  • Using data and analytics to improve case management and decision-making

  • Managing governance, risk, privacy, and ethical considerations
IN ASSOCIATION WITH

The no-fault disruption: What Alberta’s new model means for PI firms

FREE TO ATTEND

  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content
  • The Law Society of British Columbia: Approved for 1:00 hour of CPD


*For Alberta lawyers, consider including this activity as a CPD learning activity in your annual Continuing Professional Development Plan.

In Association With

OVERVIEW

Alberta’s transition to a no-fault auto insurance model represents one of the most significant changes to the province’s personal injury market in decades. As traditional MVA litigation is significantly restricted, PI firms face a multi-year runoff of existing files—and fundamental questions about revenue, capital and the future shape of their practices.

This discussion examines what the new model means for Alberta PI firms and what can be learned from BC’s experience with a no-fault system. We’ll explore how firms can prepare for the transition, manage existing case inventories and begin making the financial and strategic decisions required to adapt.

themes + agenda

Key themes

  • Navigating Alberta’s no-fault transition—and lessons from BC
  • Managing the runoff of existing MVA files
  • The role of third-party funding in preserving firm capital and liquidity through the transition
  • Preparing your firm financially and strategically for what comes next
IN ASSOCIATION WITH