Webinars Webinar | Legal Innovation Forum

Merging for momentum: M&A strategies 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 1:0 hour of CPD

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 and new operating models to stay competitive. This session offers practical insights for firms considering a merger or new operating model as part of their growth strategy, and examines regulatory considerations.

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
New operating models: MSO (Managed Services Organization), and ABS (Alternative Business Structures) Vs traditional firm structure

Featured speakers

Chair

Founder + CEO, The Legal Innovation Forum

Founding Lawyer, Valent Legal Personal Injury Lawyers

Chief Growth Officer, Litco LSO

Director of Business Development, BridgePoint Financial

IN ASSOCIATION WITH

Counsel at the Edge: Advising on Strategic Risk in Public Companies

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 1:0 hour of CPD

In Association With

OVERVIEW

Today’s operating environment is defined by complexity. Evolving U.S. and global regulations, increasingly globalized operations, and the rapid adoption of AI and digital technologies are reshaping how companies do business.

Legal departments at public companies sit at the center of enterprise risk, governance, and strategic decision-making. Amid fluctuating regulations, volatile markets, and heightened cybersecurity risk, legal department leaders are tasked with assessing risk and advising the business in the midst of great uncertainty.

In this timely webinar, legal department leaders from large, publicly traded companies will reveal how they’re navigating these challenges in practice. We’ll explore how legal teams can modernize workflows, stay agile in changing times, and position themselves as proactive partners to the business, and look at the role of AI-powered solutions to reshape legal work and enable faster, more informed decision-making.

themes + agenda

Key themes

The evolving role of legal departments at publicly listed companies as enterprise risk managers and strategic advisors

Responding to constant policy, market, and geopolitical change without slowing the business

Advising boards and executive leadership on governance, disclosure, and emerging enterprise risk

Using AI tools to support compliance, legal operations, regulatory monitoring, and risk assessment

Actionable strategies for building resilient, future-ready legal departments and navigating risk associated with human capital and workforce management

Ethical and professional responsibility considerations when deploying AI in legal workflows

FEATURED SPEAKERS

Chair

Founder + CEO, The Legal Innovation Forum

VP & General Counsel, Litera

Assistant General Counsel, Primerica

VP, Canadian Legal & Corporate Affairs and Global Legal Procurement, The Kraft Heinz Company

Director, Senior Counsel, Internal Investigations, Société Générale

IN ASSOCIATION WITH

The new era of PI: Exploring the evolving landscape of mass torts

Free to attend

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

In association with:

OVERVIEW

Shifting regulatory frameworks, technological innovation, and the growing complexity of mass tort litigation are transforming the practice of law across North America. As mass tort cases become increasingly sophisticated, law firms must adapt to evolving expectations around collecting and analyzing case and client data, litigation funding, and cross-jurisdictional coordination.

This webinar highlights how these forces are reshaping the landscape for legal professionals navigating multi-plaintiff cases, and offers practical advice for analyzing legal and procedural challenges in mass tort litigation across jurisdictions.

themes + agenda

Key themes

The current mass tort landscape: Emerging case types, jurisdictional trends, and procedural considerations impacting case strategy
Core challenges: Handling large claimant volumes, proving causation at scale, and navigating multi-jurisdictional complexity
Technology transformation: Leveraging AI for claimant screening, medical record review, and high-volume intake management
Funding dynamics: The role of third-party funding in supporting complex cases and shaping case selection
Professional responsibility and compliance: Ethical obligations related to client data, confidentiality, and multi-jurisdictional practice

Learning
Objectives:

Analyzing legal challenges in mass tort litigation
Evaluating evidentiary and causation issues in large-scale plaintiff cases
Identifying legal risks associated with the use of AI and data management tools in litigation
Assessing regulatory and legal considerations related to third-party litigation funding
Applying professional responsibility principles to high-volume, multi-plaintiff representations

Chair

Founder + CEO, The Legal Innovation Forum

Attorney, Childers, Schlueter & Smith

Litigation Paralegal, Childers, Schlueter & Smith

Managing Partner, Maestro Strategic Partners

Director, Mass Torts, Supio

IN ASSOCIATION WITH

The new business of personal injury: AI and a rapidly changing PI landscape

CLE available in all US jurisdictions (pending 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

Personal injury law is experiencing a period of significant transformation. Advances in AI and legal technology, evolving client expectations, and increasing competitive pressures are reshaping how PI firms analyze cases, assess evidence, and deliver value.

This webinar will examine the key trends reshaping the sector and highlight practical ways AI, data, and workflow automation are being used to streamline intake, accelerate document review, enhance case analysis, and drive smarter, more efficient workflows.

You’ll gain a deeper understanding of the practical and legal applications of AI, together with ethical and professional responsibilities and considerations in using technology in PI litigation.

themes + agenda

Key themes

The forces reshaping the personal injury sector: How AI adoption, shifting client expectations, talent pressures, and rising costs are reshaping firm operations and decision-making

Data-informed legal strategy: How data and analytics are being used to strengthen legal analysis, risk assessment, and litigation strategy

AI in practice: Leveraging AI and automation to streamline intake, document review, evidence analysis, and case management

Ethical AI use: Addressing confidentiality, accuracy, bias, and professional obligations in legal practice

Featured speakers

Chair

Founder + CEO, The Legal Innovation Forum

Partner, Maestro Strategic Partners

Partner, Lerners

Director of Innovation, Lerners

Head of Partnerships, Supio

Customer Success Manager, Supio

IN ASSOCIATION WITH

Leveraging Legal Research to Drive Stronger Outcomes

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

As the legal landscape grows increasingly complex, law firms are under mounting pressure to deliver faster, more accurate, and more cost-effective counsel to their clients. This webinar examines how leading firms are responding to that pressure by investing in advanced legal research capabilities — moving beyond traditional keyword searches toward smarter, more sophisticated tools that surface relevant authority with greater speed and precision.

Together, we’ll explore how Canadian firms are integrating advanced research platforms into their workflows in ways that enhance both the quality and efficiency of their work. Our expert panelists will share real-world examples to illustrate how these capabilities are being used to build stronger briefs, conduct more thorough due diligence, and provide clients with more confident, well-supported legal advice.

Attendees will leave with a clearer understanding of how investing in advanced research capabilities serves as a force multiplier across the entire firm, strengthening client relationships, improving associate development, and ultimately contributing to a stronger reputation for delivering results.

themes + agenda

Key themes

The evolving legal research landscape
The challenges and opportunities of adopting AI-driven tools
Case studies: Driving stronger outcomes with advanced research tools

Chair

Head of Special Projects, The Legal Innovation Forum

Project Manager, Lawson Lundell

Senior Manager, Legal Research and Information, McCarthy Tétrault

Manager, Solution Consultants, Thomson Reuters

Knowledge Management Lawyer, Litigation, Osler, Hoskin & Harcourt

Director of Practice Technology, Gowling WLG

IN ASSOCIATION WITH

AI In The Energy Sector: Opportunity, Risk, And The Role Of Lawyers

FREE TO ATTEND

CLE credit available in all US jurisdictions, pending final regulatory review
The Law Society of Ontario: This program contains 25 minutes of Professionalism Content
The Law Society of British Columbia: Approved for 1:00 hour of CPD

In Association With

OVERVIEW

Artificial intelligence is reshaping every corner of the energy industry — from predictive maintenance on pipelines to algorithmic trading in power markets. For in-house counsel, this transformation raises urgent questions: What liability frameworks apply when AI systems make consequential decisions? How should contracts address AI-generated outputs? And how can legal teams harness AI themselves to work smarter and faster?

This webinar examines the legal and regulatory issues arising from the deployment of AI in the energy sector. Attorneys in attendance will review emerging federal and state regulatory frameworks, transparency and auditability requirements, human oversight obligations, risk management considerations, and governance practices for AI-enabled operations. Our speakers will also address counsel’s role in compliance, documentation, accountability, ethical responsibilities, and mitigation of legal and operationsal risks associated with AI systems.

themes + agenda

Key themes

-Legal and regulatory considerations for attorneys navigating AI deployment in the energy sector: Emerging compliance requirements, transparency and auditability obligations, human oversight, accountability, risk management, and governance considerations for attorneys advising on AI-enabled operations

-Allocating legal risk in AI-enabled energy operations: Who is responsible when an AI system fails or produces a harmful outcome? How legal departments should structure vendor agreements, indemnities, and insurance coverage for AI-driven operations

-Litigation and data management: Managing litigation and regulatory risk through stronger data governance, defensible information management, and unified data strategies in the legal team

-AI regulation and energy sector compliance for in-house counsel: Emerging federal and state AI governance frameworks and their intersection with existing energy sector regulations (FERC, NERC, NEB, state PUCs)

– Ethical and professional responsibility considerations when using AI in legal practice: Leveraging AI for contract review, due diligence, regulatory monitoring, and litigation support; best practices and ethical guardrails for lawyers using AI tools

Featured speakers

Chair

Founder + CEO,
The Legal Innovation Forum

Partner,
Clifford Chance

Partner,
McMillan

Director Litigation & Employment Law,
TC Energy

Lead Product Marketer - eDiscovery,
Exterro

IN ASSOCIATION WITH

From Insight to Impact: Harnessing Data And AI To Enrich Legal Workflows

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 1:0 hour of CPD

In Association With

OVERVIEW

Legal departments are under growing pressure to do more with limited resources, yet valuable data often remains locked in various applications, contracts, emails, intake forms, and past decisions, making it difficult to leverage to drive value for the business.

This webinar will explore how modern data and AI solutions are helping forward-thinking legal departments transform fragmented information into actionable insights. We’ll focus on practical, real-world applications of AI that augment legal judgment by surfacing relevant institutional knowledge, recommending optimal solutions, and automating routine workflows.

Discover how agentic AI can solve legal department pain points by reducing friction and turning institutional data into an intelligent system that drives smarter decision-making, brings context to legal workflows, and provides a sustainable competitive advantage.

themes + agenda

Key themes

Key challenges facing legal departments today as they strive to leverage visibility into the broader business to manage risk and make better-informed decisions

Pain points in surfacing information, engaging with the broader business context, and defining, developing and implementing a strategy to both protect the business and enable growth

A review of solutions, including:

- Smarter intake: Automating legal intake enriched with data from across the enterprise, assessing urgency, and routing matters based on risk, complexity, and business impact

- Agentic workflows: Moving beyond static tools to AI agents that recommend next steps, flag issues, and preserve momentum

- Actionable playbooks: Populating and updating legal playbooks with insights drawn from enterprise data

- Enhanced transparency: Improving visibility across legal departments and business stakeholders with real-time, data-driven insights

- Ethical by design: Ensuring responsible AI use, protecting confidentiality, and preserving professional judgment

Live demonstration of Sandstone in action

Featured speakers

Chair

Founder + CEO, The Legal Innovation Forum

Senior Commercial Counsel, Sourcegraph

SVP, General Counsel, Forward Networks

Chief Strategy and Legal Officer, Sandstone

IN ASSOCIATION WITH

Powering up your PI practice with technology

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 1:0 hour of CPD

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

Chair

Founder + CEO, The Legal Innovation Forum

Managing Partner, Gluckstein Lawyers

Associate Lawyer, Bergeron Clifford Injury Lawyers

Partner & Head of Operations, Neinstein Personal Injury Lawyers

IN ASSOCIATION WITH

Defining a winning business strategy for your 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 1:0 hour of CPD

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

Chair

Founder + CEO, The Legal Innovation Forum

Partner, Jewell Radimisis Jorge

Partner, Davidson Cahill Morrison

Owner & Principal, Badre Law Professional

Owner, Managing Partner, Neinstein Personal Injury Lawyers

IN ASSOCIATION WITH

Succession success for PI firms: Financing Buy-Ins, Buyouts, and Transitions

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 1:0 hour of CPD

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.
For those taking over a practice in today’s economic climate, financing can be even more challenging.
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 prepare your exit – or entry – strategy

Featured speakers

Chair

Founder + CEO, The Legal Innovation Forum

Managing Counsel, MacDonald Zhivov

Partner, Howie, Sacks & Henry

Co-Founder & Owner, BridgePoint Financial