TECH-ENABLED WILLS: SIMPLIFYING ESTATE PLANNING FOR ONTARIO LAWYERS

Free to attend

  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content

In Association With

OVERVIEW

As Ontario’s legal landscape evolves, technology is playing an increasingly important role in how lawyers approach wills and estates work.

With intuitive software interfaces, standard document templates, and organized file structures, lawyers can streamline drafting, eliminate repetitive data entry, and free up time for providing client service. New tech is allowing lawyers from different practice areas to generate wills in minutes, while avoiding ambiguous language that could create uncertainty during probate or fuel disputes among trustees and beneficiaries.

This practical webinar explores how forward-thinking Ontario lawyers are leveraging technology to standardize processes and draft wills efficiently, ensuring compliance with Law Society of Ontario requirements. Join us to discover how innovation is reshaping estate planning in Ontario.

themes + agenda

Key themes

  • Drivers + Trends: What trends and shifting client demands are creating challenges in the legal practice of wills and estates?
  • Best Practices: Leveraging technology to strengthen compliance with probate and LSO client ID & verification requirements
  • Simplicity by design: Using digital tools to collect essential client data accurately, and streamline the will-drafting process
  • Boosting efficiency: Leveraging standard templates and uniform file layouts to save time and reduce errors
  • LDD Demonstrations: Legal tech in action

FEATURED SPEAKERS

IN ASSOCIATION WITH

Delivering Excellence at Scale: Smarter Drafting for the Modern Law Firm

Free to attend

This program is under consideration for CLE/CPD accreditation 

In Association With

OVERVIEW

In today’s high-pressure legal market, firms are expected to deliver more value, faster — without compromising quality. As cases grow in complexity and client expectations rise, scaling legal expertise efficiently has become both a strategic and operational imperative.

This forward-looking masterclass brings together law firm innovation leaders, educators, and practitioners to explore how next-generation document automation is redefining drafting — moving beyond static templates to intelligent systems that codify legal reasoning, enforce consistency, and enhance training.

Through real-world discussion and a live product demonstration, participants will gain practical insight into how tools like Counselurdocs are helping firms standardize excellence, accelerate workflows, and support continuous learning across all levels of practice.

themes + agenda

Discussion points

  • Scaling legal expertise: How can firms codify their best practices to deliver consistent, high-quality work at scale?
  • From templates to intelligence: The evolution of document automation from static forms to guided drafting systems that embed reasoning.
  • Training through technology: How automation supports mentorship, junior development, and institutional knowledge transfer.
  • Efficiency + compliance: Reducing drafting time while ensuring quality, version control, and regulatory compliance.
  • Evaluating tools: What to look for in an automation platform that supports both operational efficiency and professional standards.

FEATURED SPEAKERS

IN ASSOCIATION WITH

Reimagining Legal Workflows: Transforming Your Legal Department with AI

Free to attend
This program is under consideration for CLE/CPD accreditation

In Association With

OVERVIEW

As businesses accelerate and become more complex and competitive, legal departments are being asked to do more with less, managing growing regulatory obligations, expanding data volumes, and increasing business demands without additional resources.

Artificial intelligence is emerging as a critical partner in this transformation—not just as a tool for automation, but as a strategic capability that redefines workflows through autonomous, continuous learning capabilities.

This webinar explores how forward-thinking legal departments are using AI to re-imagine core workflows, from contract review and compliance monitoring to intake, discovery, and reporting. We’ll examine how the next wave of AI is helping in-house counsel reduce routine workloads, enhance accuracy, and deliver faster, data-driven insights that align legal operations more closely with business goals.

themes + agenda

Discussion points

  • How AI is transforming legal workflows and streamlining processes, including drafting, redlining, research, and compliance reporting
  • Leveraging agentic AI to achieve measurable efficiency gains and position legal as a business enabler
  • Unlocking the power of data: Using AI to surface insights, enhance decision-making, and drive proactive risk management
  • Balancing automation with human judgment and governance
  • Best practices for piloting, scaling, and measuring AI success within your legal department

FEATURED SPEAKERS

IN ASSOCIATION WITH

The Rise of Agentic AI: Preparing for the Next Evolution of Legal Work

Abstract purple and red image

Free to attend
This program is under consideration for CLE/CPD accreditation

In Association With

OVERVIEW

Artificial intelligence has moved beyond simple, single-task automation and response generation. Agentic AI brings context-aware systems that can analyze information, form plans, and take structured actions within workflows. It represents the next major step in how legal work is supported, shifting AI from passive assistance to proactive execution.
For law firms and in-house legal teams, this shift presents a tremendous opportunity, while also raising critical concerns.

In this forward-looking session, we’ll explore how autonomous AI agents can streamline drafting, surface insights from vast data sets, and even propose next steps, all while keeping lawyers firmly in the driver’s seat. We’ll examine how AI can monitor market and client activity, uncover growth opportunities, and transform the pace of business development.

Our expert speakers will make the case for agentic AI and explain how you can harness AI autonomy to boost productivity, strengthen decision-making, and give your firm or legal department a long-term competitive advantage.

themes + agenda

Ket Themes

  • Current State: Review the differences and distinguish between the AI tools on the market – from NLPs to LLMs
  • Beyond automation: How agentic AI is a critical tool to any legal practice to actively assist in legal workflows such as drafting, redlining, deal insights, and review such as drafting, redlining, deal insights, and review
  • Real-world use-cases: AI agents supporting contract analysis, due diligence, and litigation preparation
  • Augmenting human judgment: How AI can suggest strategies and flag risks based on firm-specific data in tandem with lawyer oversight
  • Managing risk: Balancing AI autonomy with ethical, regulatory, and professional obligations
  • Building readiness: Best practices for integrating agentic AI into daily workflows while avoiding overreliance
  • Future-proofing the practice: Next steps for preparing for an AI-driven future
  • Agentic AI in action: Live demonstration of Litera’s legal agent, Lito

FEATURED SPEAKERS

IN ASSOCIATION WITH

Transforming the commercial contracting process: Unlocking the power of legal ops

Free to attend

This program is under consideration for CPD/CLE accreditation

In Association With

OVERVIEW

Commercial contracting is a critical function for every legal department, yet the contracting process often remains fragmented and drains legal resources. This can lead to delayed deal cycles, increased risk, and limited visibility into contract obligations and performance.

In this practical webinar, we’ll explore how legal operations principles and AI-enabled technologies – including process design, automation, analytics, and cross-functional collaboration – can significantly improve the commercial contracting process.

Whether your legal department is just starting to formalize legal ops or looking to optimize an existing contracting process, this discussion will provide actionable insights to combine AI innovation with operational excellence, and elevate your department’s impact and efficiency.

themes + agenda

Key themes

  • Streamlining + standardizing the contract lifecycle from intake to execution
  • Onboarding AI-powered tools to accelerate contract drafting + review
  • Leveraging automation and self-service to reduce legal bottlenecks
  • Using data and metrics to gain visibility and turn your legal department into a value creator
  • Best practices for aligning legal, sales, procurement, and finance on a shared, tech-enabled contracting framework

FEATURED SPEAKERS COMING SOON

IN ASSOCIATION WITH

Emerging Regulations: Navigating Quebec’s Unique Legal Landscape

Free to attend

This program is under consideration for CPD/CLE credits

In Association With

OVERVIEW

Quebec’s distinct civil law system and focus on preserving the French language, together with evolving laws and sector-specific regulatory developments, create specific compliance requirements and challenges for businesses and firms less familiar with the province.

Navigating Quebec’s unique legal ecosystem requires a strategic approach and localized legal expertise, making it crucial for businesses and their law firms to partner with knowledgeable local firms that understand the intricacies of the legal framework.

Join leaders from Quebec’s legal and business communities for an insider’s view on ensuring compliance while positioning your business to excel in Quebec’s dynamic market.

themes + agenda

Key themes

  • Quebec’s distinct civil law system and French language requirements
  • Quebec’s enhanced privacy laws around the use of personal data
  • Environmental and sustainability regulations: How businesses are adapting to new standards in emissions, waste management, and renewable energy use
  • Partnering with local legal advisors to stay ahead of regulatory changes

Panel discussion: What’s driving business and innovation in Quebec?

  • Quebec’s distinct legal system and what that means for businesses operating in the province
  • The latest iteration of Quebec’s French language requirements
  • How Quebec’s enhanced privacy laws compare with other standards in Canada and abroad
  • The province’s new environmental standards
  • The benefits of working with local legal advisors

Practical takeaways: The case for doing business in Quebec

  • What businesses need to do to comply with:
    o Quebec’s enhanced privacy laws
    o Quebec’s French language requirements
  • A clear understanding of Quebec’s new standards for emissions, waste management, and renewable energy use
  • What to look for when selecting a local legal firm

Featured speakers

Chair

André Vautour
André Vautour
Guillaume Laberge
Guillaume Laberge
Brittany Carson
Brittany Carson
IN ASSOCIATION WITH

Money Matters: Financial strategies for PI firms

in association with

Free to attend

This program is under consideration for CPD/CLE credits

OVERVIEW

Personal injury firms face a unique set of financial challenges, from managing long timelines for case resolution under contingency fee structures, to absorbing large upfront disbursements and navigating complex overhead costs. Without strategic financial management, even successful firms can struggle with cash flow, profitability, and long-term growth.

This practical webinar will provide guidance on how to strengthen the financial foundation of your practice. We’ll explore key strategies for managing case costs, staffing expenses, and disbursements, and we’ll share tips for making smart choices around case selection, firm structure, and long-term planning.

themes + agenda

Key themes

  • Understanding personal injury case costs: Strategies for managing​ the unique nature of contingency fee-based practices and firm cashflow
  • Managing costs associated with disbursements including expert reports and expert witnesses​
  • Navigating billing and payroll challenges in the firm​
  • Financial planning: Best practices for case selection and expense tracking​
  • Redefining firm structure to maximise financial potential

Featured speakers COMING SOON

IN ASSOCIATION WITH
ADDITIONAL SPONSORS

Winning with AI: Smarter practice management for PI firms

Free to attend

This program is under consideration for CPD/CLE credits

In Association With

OVERVIEW

As the legal landscape evolves, generative AI is emerging as a powerful tool to help personal injury firms streamline operations, cut costs, and enhance client service amid rising caseloads.
This focused session will explore how personal injury firms can strategically adopt AI tools to modernize practice management and create value, without compromising professional or ethical standards.

themes + agenda

Key themes

  • Leveraging Gen AI as a value creator: Integrating new platforms into legal workflows to boost efficiency and save money for the firm
  • Ethical considerations: Maintaining professional conduct and fiduciary duties to clients amid the rise of Gen AI
  • Automating client communication and billing processes: What does AI mean for business development?

Featured speakers COMING SOON

IN ASSOCIATION WITH
ADDITIONAL SPONSORS

Succession success for PI firms: Financing your exit strategy

Free to attend

This program is under consideration for CPD/CLE credits

In Association With

OVERVIEW

Succession planning is critical to ensuring continuity of service and to preserve the value of a personal injury practice. Whether you’re preparing for retirement or safeguarding against unexpected disruptions, a well-executed exit strategy helps protect your clients, your team, and the reputation you’ve built.
Our expert panel will explore the unique considerations PI firms face when planning for succession – from financing the sale or acquisition of a book of business, to fulfilling ethical obligations and appointing the right successor to carry your legacy forward.

themes + agenda

Key themes

  • Creating a robust succession plan: How to protect your clients and prevent business disruption
  • Financing best practices: Navigating the financial challenges of selling your​ book of business; and strategies for those looking to take over a PI practice​
  • Ethical obligations: Considerations as you appoint a successor and prepare your exit strategy​

Featured speakers COMING SOON

IN ASSOCIATION WITH
ADDITIONAL SPONSORS

Defining a winning business strategy for your PI firm

Free to attend

This program is under consideration for CPD/CLE credits

In Association With

OVERVIEW

In today’s competitive and fast-evolving legal landscape, personal injury lawyers are thinking beyond day-to-day casework and focusing on long-term strategy and growth in new business directions.
This webinar will provide practical insights into defining your firm’s business direction, strengthening your brand, and building a team that supports sustainable growth. Learn how to lead with intention, adapt to regulatory changes, retain top talent, and explore opportunities to expand into new practice areas – all while staying true to your firm’s core mission and values.

themes + agenda

Key themes

  • Defining and executing a business strategy and marketing plan for your firm
  • Best practices for leading and retaining talent to safeguard the future of the firm
  • Staying ahead of the evolving regulatory environment to ensure compliance
  • Expanding into new practice areas to meet demand and grow the business in a competitive market

Featured speakers COMING SOON

IN ASSOCIATION WITH
ADDITIONAL SPONSORS