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

The Law Firm Of 2030: Building A Future-Ready Practice Through Intelligent Automation

Free to attend

This program is under consideration for CLE/CPD accreditation 

In Association With

OVERVIEW

Law firms are operating in a period of profound change. Rising client expectations, talent shortages, and cost pressures are forcing firms to rethink operations. While innovation in legal technology is accelerating, many firms are still struggling to implement new solutions responsibly, efficiently, and at scale.

This webinar will explore how automation and digital workflow transformation are redefining productivity and competitiveness across the legal industry. Our expert panel will share practical strategies for integrating automation into existing processes, enhancing efficiency, improving client service, and freeing legal professionals to focus on higher-value work.

Attendees will learn how to build a future-ready, scalable, and secure operational model – one that strengthens resilience, boosts collaboration, and positions firms to thrive in the legal ecosystem of 2030.

themes + agenda

Key Topics

  • Automation as a productivity driver: How intelligent automation and digital workflows can reduce manual work, accelerate turnaround times, and enhance the client experience
  • Talent enablement: Empowering lawyers and support teams by removing repetitive, low-value tasks, unlocking more time for strategic, client-facing work
  • Practical integration: Integrating automation into existing workflows without major disruption, while ensuring efficiency and measurable ROI
  • Change management + culture: Building organizational readiness for AI and other new technologies through leadership buy-in, communication, and a growth mindset
  • Operational resilience + scalability: Implementing secure, compliant systems that support hybrid work models and evolving regulatory needs
  • Data-driven insights: Using analytics to monitor adoption, measure performance, and guide smarter business decisions.

FEATURED SPEAKERS coming soon

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

IN ASSOCIATION WITH

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

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

Powering up your PI practice with technology

Free to attend

This program is under consideration for CPD/CLE credits

In Association With

OVERVIEW

Technology is transforming how personal injury firms operate, and offering new ways to build efficiencies and create value. In this practical webinar, we’ll explore how PI lawyers can harness AI and other tools to streamline key aspects of their practice – from reviewing and analyzing complex medical records to using predictive analytics to assess case outcomes and settlement values.
Join us to find out how automated, tailored document generation can save valuable time and enhance the quality and consistency of your legal work, helping you better serve clients while staying competitive in the fast-moving personal injury space.

themes + agenda

Key themes

  • Using AI tools to streamline the litigation process and analyze medical records
  • Leveraging predictive analysis capabilities to assess potential case outcomes and settlement values
  • Generating tailored legal documents to save time and improve the quality of your work

Featured speakers COMING SOON

IN ASSOCIATION WITH

Merging for momentum: M&A strategies for PI firms

Free to attend

This program is under consideration for CPD/CLE credits

In Association With

OVERVIEW

As the legal industry evolves, mergers and acquisitions are becoming a strategic tool for personal injury firms looking to strengthen their market position, expand capabilities, and secure long-term sustainability.
Our expert panelists will examine the key drivers behind M&A activity in the PI space and explore how firms can take advantage of consolidation trends to stay competitive. This session offers practical insights for firms considering a merger as part of their growth strategy, and examines regulatory considerations for executing a smooth integration with the ideal strategic partner.

themes + agenda

Key themes

  • Drivers and trends impacting the M&A market for personal injury firms
  • Taking advantage of market consolidation to preserve the sustainability of your business​
  • Understanding the regulatory market for M&A and finding a strategic partner to suit your brand
  • Best practices for ensuring the seamless integration of two firms

Featured speakers COMING SOON

IN ASSOCIATION WITH

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

Free to attend

  • CLE credit available in all US jurisdictions, pending final regulatory review 
  • The Law Society of British Columbia: Approved for 1:0 hour of CPD 
  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content

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

AI Masterclass | Reimagining Legal Workflows: Transforming Your Legal Department with AI

Free to attend

  • CLE credit available in most US jurisdictions, pending final regulatory review
  • The Law Society of British Columbia: Approved for 1:0 hour of CPD
  • The Law Society of Ontario: This program contains 1:00 hour of Professionalism Content

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