AI as a Client Service Superpower: Driving Proactive 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

AI is no longer just about automation and efficiency. Leading law firms are now using AI to drive business and client service priorities, leveraging innovative solutions to structure, interpret, and activate internal and external data in support of stronger relationships and greater profitability.

Too often, the key to client retention and winning new business is buried in firm or public data. Without the tools and resourcing to cut through the noise, opportunities can slip away before the lawyer or firm is notified. This insightful webinar explores how AI can arm legal professionals with critical client intelligence and surface the right insight at the right moment – giving lawyers a competitive edge.

Our expert speakers will reveal how AI is enabling leading firms to shift from reactive work to proactive decision-making, helping them anticipate risk, collaborate more effectively, and ultimately provide stronger client service.
Discover how AI tools can help turn client knowledge into a strategic asset, allowing your firm to deliver exceptional service to existing clients while simultaneously attracting new business and boosting profitability. 

themes + agenda

Key themes

  • The challenges + opportunities reshaping client service: Navigating growing data complexity, the rising sophistication of AI-driven analytics, and evolving client relationships in a competitive legal market
  • From data to strategy: How AI transforms industry noise into actionable insight that guides better customer engagements and business strategy
  • Elevating risk and opportunity: Using AI to anticipate legal risks and uncover client and market opportunities ahead of the competition
  • AI in action: Live demonstrations of Litera’s new business development tool, Foundation Proactive, that surfaces critical client priorities, monitors relationship strength, and helps lawyers make a winning impression.

FEATURED SPEAKERS

IN ASSOCIATION WITH

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

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

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

IN ASSOCIATION WITH

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

Free to attend

This program is under consideration for CPD 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.
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

IN ASSOCIATION WITH

Defining a winning business strategy for your PI firm

Free to attend

This program is under consideration for CPD 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 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

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

Free to attend

  • This program is under consideration for CPD credits
  • CLE credit available in all US jurisdictions, pending final regulatory review

In Association With

OVERVIEW

Legal departments are under growing pressure to do more with limited resources, yet valuable data often remains locked in contracts, emails, intake forms, and past decisions, making it difficult to leverage consistently.
This webinar will explore how modern data and AI solutions are helping forward-thinking legal departments transform fragmented information into actionable insight. We’ll focus on practical, real-world applications of AI that augment – not replace – legal judgment by automating routine workflows, surfacing relevant institutional knowledge, and recommending optimal solutions.
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 workflows, and provides a sustainable competitive advantage.

themes + agenda

Key themes

  • 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

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

Navigating Risk In A Complex Energy Ecosystem

Free to attend

Approved by the State Bar of Texas for 1:00 CLE hour 

In Association With

OVERVIEW

The North American energy sector is operating in one of the most heavily regulated and closely scrutinized environments in its history. Layers of federal, state, provincial, and cross-border regulation—combined with heightened enforcement, reporting obligations, and rapidly evolving ESG expectations—have created a complex risk landscape.

This dynamic webinar will examine how energy-sector leaders can get out in front of compliance issues through enhanced visibility and collaboration between legal, operations, and compliance teams and build durable risk and compliance capabilities for the next decade.

Our expert speakers will explore how data-driven tools can help energy companies navigate regulatory complexity, and how technology is already materially reducing regulatory risk.
Discover how regulatory pressure is reshaping operational, legal, and strategic decision-making across the industry.

themes + agenda

Key themes

  • How energy leaders can move from reactive compliance to proactive strategy in a tight regulatory environment
  • The role of AI and automation in managing regulatory workflows, documentation, and audits
  • Driving success through close integration between legal, compliance, and operational teams
  • Best practices for leveraging technology to future-proof energy organizations against regulatory and operational disruption

FEATURED SPEAKERS

IN ASSOCIATION WITH

Winning with AI: Smarter practice management 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 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

IN ASSOCIATION WITH

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

Free to attend

CLE accreditation available in all U.S. jurisdictions, subject to final review. 

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