AI Masterclass | Accelerating the Deal: Harnessing AI & Automation to Fast-Track Closings

Free to attend

Under consideration for CLE and CPD accreditation

In Association With

OVERVIEW

This proposed webinar will explore how AI and automation are transforming transactional legal work, from matter intake to post-closing, by reducing friction, increasing visibility, and enhancing employee morale and client service.
This session targets a specific audience: deal lawyers, legal operations professionals, and knowledge managers working on high-volume or high-value corporate and commercial transactions.

The goal is to showcase how the DealCloser platform—powered by AI and automation—can serve as a competitive advantage by accelerating deal timelines, improving accuracy, and delivering a more transparent client experience.

themes + agenda

  • The Evolving Role of AI in Transactional Law
    Explore how AI is reshaping the execution of corporate transactions, from M&A and financings to commercial closings, by automating core tasks like checklist and signature management, closing book creation, clause extraction, and streamlining deal collaboration. We’ll look at how deal teams are embedding AI into their workflows to scale delivery, reduce pressure on staff, and keep pace with client demand.
  • Opportunities + Risks in AI-Enabled Deal Execution
    Automation offers clear efficiency gains but also introduces new risks. This theme addresses how transactional teams are using AI to reduce administrative burden and minimize human error across high-stakes matters while safeguarding against data quality issues, loss of control, and compliance concerns.
    Gaining Competitive Advantage in the Transactional Market
    In a fast-moving deal environment, legal service providers are differentiating through speed, reliability, and insight. We’ll explore how modern legal tech, from automated task flows to real-time deal intelligence and dashboards, supports faster closings, tighter project management, and better decision-making, while positioning firms to win and retain transactional mandates.
  • Responding to Evolving Client Expectations in Complex Deals
    Clients in M&A, finance, and commercial transactions increasingly expect more than legal expertise, they want visibility, responsiveness, and accountability. This session explores how AI-driven platforms are enabling legal teams to deliver live status updates and integrated collaboration tools that build trust and streamline communication during every phase of the deal.
  • The Future of AI-Enabled Transaction Management
    As transactional work grows more complex and time-sensitive, legal teams must adapt. We’ll discuss how law firms and legal departments are future-proofing their approach—by building tech-enabled workflows, leveraging historical deal data, and developing cross-functional teams that blend legal, operational, and digital capabilities to manage end-to-end deal execution more effectively.
IN ASSOCIATION WITH

LIF InFocus | Residential Real Estate: Technology, Tools + Transformation

Streamlining Transactions with Legal Technology

In Association With

OVERVIEW

The residential real estate sector is undergoing a rapid transformation, driven by legal professionals adopting innovative tools to improve speed, security, and client service. From digital closings and ID verification to AI-assisted workflows and integrated conveyancing platforms, technology is reshaping how real estate law is practiced.

Join us for this insightful webinar as industry experts explore how legal technology is advancing the real estate transaction process. Discover emerging trends, practical tools, and real-world applications that are helping law firms meet the demands of today’s digital-first clients.

The session features a live product demonstration with David Richardson from LEAP Canada and Harrison Kelly, an Co-Founder and CEO of LawLabs, highlighting how the integration of Closer within LEAP’s legal software creates a seamless, end-to-end conveyancing experience.

themes + agenda

  • Trends + Drivers of digital transformation in residential real estate law
  • The Latest Tools for managing virtual closings, e-signatures, and remote ID verification
  • Real-time collaboration and automation strategies that improve compliance and client outcomes
  • Live demonstrations of LEAP + Closer integration in action

Don’t miss this opportunity to see how your firm can simplify conveyancing and deliver a better client experience through the power of legal technology.

IN ASSOCIATION WITH

LIF inFocus | Capital Markets Part 1

3-PART WEBINAR SERIES


Free to attend

 

CANADA CPD ACCREDITATION:

Law Society of BC: This program is accredited for 1.00 hour of CPD

Law Society of Ontario:  This event contains 30 minutes of Professionalism Content

US CLE ACCREDITATION:
The Florida Bar: Approved for CLE credits: General CLE credits: 1.0, Technology CLE credits: 1.0

The State Bar of Texas: This program is accredited for 1:00 hour for CLE

North Carolina State Bar: Approved for 1.00 CLE hour

The State Bar of Georgia: Under consideration for CLE accreditation

In Association With

OVERVIEW

The LIF InFocus: Capital Markets series brings together thought leaders and innovators to distill the critical insights needed to thrive in the ever-evolving North American private equity and venture capital ecosystems.

Join us for immersive discussions on three vital focus areas for change in 2025: The Deal Horizon, Private Equity and VCs, and Mastering AI. Led by expert panelists at the forefront of the legal and business ecosystems, each session will offer crucial insight into mitigating risk and harnessing opportunity in a risk-on world.

themes + agenda

PART 1: THE DEAL LANDSCAPE | MARCH 25, 12:00PM ET

As the world adapts to new political administrations, trade disruptions, and changing economic conditions, the M&A landscape is undergoing a profound transformation. In 2025, dealmakers are navigating a market shaped by geopolitical tensions, shifting interest rate policies, and evolving valuation expectations. At the same time, sector-specific momentum and the rise of cross-border transactions are fueling opportunities for growth. This report provides a comprehensive snapshot of the current M&A environment, highlighting key drivers of change, the most active sectors, and regional variations shaping global deal flow.

This webinar examines: 

The M&A deal horizon: How the M&A market is evolving in light of new political administrations, both in the  US and globally, interest rates and cost of capital, the new tariff and trade playbook, and shifting valuation expectations.

Market overview: Insights into the most active sectors for deals in 2025 (tech, healthcare, financial services, etc.).

The state of global deal flow: including regional variations and the rise of cross-border deals.

IN ASSOCIATION WITH

LIF inFocus | Capital Markets Part 2: Financing Transactions In Commercial Real Estate

This is Part 2 of our 3-Part LIF InFocus Capital Markets Webinar Series

Free to attend

Under consideration for CLE and CPD accreditation

In Association With

OVERVIEW

The LIF InFocus: Capital Markets series brings together thought leaders and innovators to distill the critical insights needed to thrive in the ever-evolving North American private equity and venture capital ecosystems.

Join us for immersive discussions on three vital focus areas for change in 2025: The Deal Horizon, Private Equity and VCs, and Mastering AI. Led by expert panelists at the forefront of the legal and business ecosystems, each session will offer crucial insight into mitigating risk and harnessing opportunity in a risk-on world.

themes + agenda

PART 2 | FINANCING TRANSACTIONS IN COMMERCIAL REAL ESTATE - July 29, 12:00 to 1:00 PM ET

As the commercial real estate sector navigates a period of economic uncertainty and shifting investor expectations, capital markets professionals are being challenged to rethink how deals are structured and funded.

This discussion explores the key drivers, risks, and opportunities defining the future of commercial real estate financing, and offers insights on using technology to adapt and thrive in a rapidly changing market.

  • Drivers + trends: How are rising interest rates, inflation, and tightening credit markets reshaping capital availability and asset valuation in commercial real estate
  • Evolving deal structures: Exploring shifts in transaction strategies as dealmakers adapt to market volatility and changing risk profiles
  • Alternative financing + capital sources: Examining the growing role of non-bank lenders, private capital, and global investors in filling funding gaps and driving deal momentum
  • Leveraging technology in dealmaking: How AI tools, data analytics, and digital platforms can streamline the deal process for commercial real estate
  • Opportunities in the transaction landscape: Navigating sector-specific trends, and preparing for the next 12 months to stay competitive in a dynamic commercial real estate landscape
IN ASSOCIATION WITH

AI Prompting Masterclass: Revamp Your LinkedIn Profile with a Custom GPT

Unlock the Power of AI: Revamp Your LinkedIn

Profile with a Custom GPT

 Join us for a two-part webinar series designed exclusively for lawyers ready to take control of their LinkedIn presence using AI.

Hosted by Mariette Clardy-Davis, Assistant Vice President and Assistant General Counsel at Primerica, and an AI trainer for legal professionals,  this hands-on series will teach you how to leverage a custom GPT to craft a standout profile.


OVERVIEW

 Lawyers — while you’re immersed in client matters and legal challenges, your LinkedIn profile is having conversations without you.

The question isn’t whether people are looking you up — they absolutely are.
The real question is: What story is your profile telling when you’re not there to tell it yourself?

  • Business partners deciding whether to trust your guidance.
  • Industry peers scouting for speaking talent.
  • Conference organizers searching for panel experts.
  • Fellow lawyers evaluating your thought leadership.

Your professional narrative is being told online — whether you’re shaping it or not. And if you’re not actively curating that story, you’re leaving opportunity on the table.

Mariette Clardy-Davis, Assistant Vice President and Assistant General Counsel at Primerica

upcoming webinar series

Part 1: Rewriting Your Headline & About Section, July 24 | 12 - 1 PM ET

  • Use a legal-specific GPT to develop a headline that commands attention and communicates your unique value proposition
  • Craft a compelling “About” section that tells your professional story and positions your expertise
  • Gain prompting techniques that help you get better AI outputs — even if you’re new to GPT tools

Part 2: Elevating Your Work History & Experience, July 30 | 12 - 1 PM ET

  • Use AI to reframe your work experience in a way that’s clear, strategic, and aligned with your goals
  • Learn how to incorporate results, impact, and specialization into your role descriptions
  • Discover how to maintain tone, credibility, and compliance while showcasing your strengths
Bonus: Participants will receive ongoing access to the legal-specific GPT to continue refining their profile and applying AI to other professional tasks.

Artificial Intelligence Masterclass Series 2025

Curved green and gold metal minimalist futuristic image desktop

In this six-part series, we will explore the transformative potential of AI, and dive into the key risks and opportunities it presents across all areas of the legal ecosystem. Learn how to harness the power of ai to enhance your legal department or law firm, while mitigating risk.

  • Free to attend

upcoming webinars in the series:

Part 4: Streamlining Legal Workflows Using AI to Enhance Research, Drafting, + Decision Making | June 24 2025, 12:00 to 1:00pm ET

  • Unlock Efficiency with AI-Enhanced Workflows: Learn how AI is addressing common legal workflow challenges by streamlining research, drafting, and client delivery—reducing time and improving accuracy.
  • Real-World Applications + Platform Integration: See how AI tools, including generative AI and integrated Microsoft Word features, are transforming legal practice, from intake to final delivery.
  • Business Impact + ROI: Understand how legal teams are quantifying time savings, boosting productivity, and making better strategic decisions through AI adoption.
  • Live Demo of AI Tools: Experience a hands-on demonstration of AI capabilities in action, including interactive use cases and live Q&A.

This webinar is eligible for the following credits:

  • Law Society of BC: This program is accredited for 1:00 hour of CPD
  • Law Society of Ontario: This program contains 1:00 hour of Professionalism Content
  • Under consideration by the North Carolina State Bar for 1.00 hour of CLE credit
IN ASSOCIATION WITH

Part 5: AI for small law firms: How to get started without breaking the bank | TBC

  • Identifying and incorporating the right AI platforms to enhance your practice
  • Using automation technology to streamline administrative tasks and improve the client intake experience
  • Navigating cost and governance concerns surrounding new technologies

Part 6: The business case for AI: Getting buy-in from partners and stakeholders | TBC

  • How is AI poised to redefine the legal landscape, reduce costs and boost revenue? 
  • Billing in the era of AI: Is this the end of the billable hour?
  • Analytics: Calculating time saved on routine tasks to improve employee retention rates and client satisfaction

past webinars in the series:

Part 1: Creating effective AI prompts to optimize results for your business | April 10, 2025, 12:00 to 1:00 pm ET

  • Designing relevant prompts: Understanding the capabilities and limitations of your Generative AI platform to fully harness its potential
  • Identifying and avoiding hallucinatory answers or biases in data output
  • Live demonstrations: Real-world examples of successful AI generator prompts in action
IN ASSOCIATION WITH

Part 2: AI for large law firms: Embracing the artificial intelligence revolution | April 16, 2025, 12:00 to 1:00 pm ET

  • Best practices for moving from the experimental stage to full integration of effective AI platforms
  • Seamless integration of AI into your firm: Training and motivating lawyers to unlock the benefits of AI
  • Selecting the right technology to align with the strategic goals of your firm – and your clients
IN ASSOCIATION WITH

Part 3: AI for in-house legal departments: A practical guide for in-house counsel and their teams | April 30, 2025, 12:00 to 1:00pm ET

  • Key applications of AI for in-house counsel: Which tools will have the greatest impact on workflow?
  • Identifying AI solutions to create efficiencies and streamline processes in your legal department
  • Collaboration: How can AI tools be used as a catalyst to enhance collaborations with law firms and business partners?
IN ASSOCIATION WITH

LIF inFocus | Capital Markets Webinar Series

Graphic photograph of glass ceiling with many metal bars insersecting in a futuristic style

3-PART WEBINAR SERIES
Free to attend

CANADA CPD ACCREDITATION:

Law Society of BC: This program is accredited for 1.00 hour of CPD

Law Society of Ontario:  This event contains 30 minutes of Professionalism Content

US CLE ACCREDITATION:
The Florida Bar: Approved for CLE credits: General CLE credits: 1.0, Technology CLE credits: 1.0

The State Bar of Texas: This program is accredited for 1:00 hour for CLE

North Carolina State Bar: Approved for 1.00 CLE hour

The State Bar of Georgia: Under consideration for CLE accreditation

In Association With

Overview

The LIF InFocus: Capital Markets series brings together thought leaders and innovators to distill the critical insights needed to thrive in the ever-evolving North American private equity and venture capital ecosystems.

Join us for immersive discussions on three vital focus areas for change in 2025: The Deal Horizon, Private Equity and VCs, and Mastering AI. Led by expert panelists at the forefront of the legal and business ecosystems, each session will offer crucial insight into mitigating risk and harnessing opportunity in a risk-on world.

themes + agenda

PART 1: THE DEAL LANDSCAPE | MARCH 25, 12:00PM ET

As the world adapts to new political administrations, trade disruptions, and changing economic conditions, the M&A landscape is undergoing a profound transformation. In 2025, dealmakers are navigating a market shaped by geopolitical tensions, shifting interest rate policies, and evolving valuation expectations.

At the same time, sector-specific momentum and the rise of cross-border transactions are fueling opportunities for growth. This report provides a comprehensive snapshot of the current M&A environment, highlighting key drivers of change, the most active sectors, and regional variations shaping global deal flow.

This webinar examines: 

  • The M&A deal horizon: How the M&A market is evolving in light of new political administrations, both in the  US and globally, interest rates and cost of capital, the new tariff and trade playbook, and shifting valuation expectations.
  • Market overview: Insights into the most active sectors for deals in 2025 (tech, healthcare, financial services, etc.).
  • The state of global deal flow: including regional variations and the rise of cross-border deals.

PART 2 | FINANCING TRANSACTIONS IN COMMERCIAL REAL ESTATE: NAVIGATING RISK AND OPPORTUNITY IN A SHIFTING DEAL LANDSCAPE | July 29, 12 PM ET

As the commercial real estate sector navigates a period of economic uncertainty and shifting investor expectations, capital markets professionals are being challenged to rethink how deals are structured and funded.

This discussion explores the key drivers, risks, and opportunities defining the future of commercial real estate financing and offers insights on using technology to adapt and thrive in a rapidly changing market.

  • Drivers + trends: How are rising interest rates, inflation, and tightening credit markets reshaping capital availability and asset valuation in commercial real estate?
  • Evolving deal structures: Exploring shifts in transaction strategies as dealmakers adapt to market volatility and changing risk profiles
  • Alternative financing + capital sources: Examining the growing role of non-bank lenders, private capital, and global investors in filling funding gaps and driving deal momentum
  • Leveraging technology in dealmaking: How AI tools, data analytics, and digital platforms can streamline the deal process for commercial real estate
  • Opportunities in the transaction landscape: Navigating sector-specific trends, and preparing for the next 12 months to stay competitive in a dynamic commercial real estate landscape

PART 3: MASTERING ARTIFICIAL INTELLIGENCE FOR TRANSACTIONS IN THE LEGAL SECTOR | Q3, TBC

  • AI in transactions: AI applications in closings, due diligence, document automation, and contract analysis.
  • Leveraging AI for compliance: How AI can streamline compliance and regulatory processes in M&A and investment deals.
  • AI ethics and regulation: Ethical considerations and regulatory frameworks for AI in legal business.
  • Future proofing and emerging trends: Opportunities and risks for law firms, in-house legal teams, and clients.

SPEAKERS + REGISTRATION COMING SOON

British Columbia Estates Forum 2025

White graphic image of curved lines meeting minimalist picture

Free to attend

Law Society of BC: This program is accredited for 2.25 hours of CPD

In Association With

In association with Hammerco Lawyers, The Legal Innovation Forum presents the British Columbia Estates Forum.

OVERVIEW

The Legal Innovation Forum is pleased to present the annual British Columbia Estates Forum – a virtual event focused on evolutions in BC’s estates ecosystem. 

The estates ecosystem in BC is undergoing a significant transformation, driven by shifting demographics, evolving provincial legislations, complex family dynamics, and the increasing globalization of wealth. 

As the province experiences an unprecedented transfer of assets between generations, legal professionals are facing more intricate estate planning and litigation scenarios, including those involving blended families, cross-border holdings, and digital assets. 

Join us as we bring together lawyers, accountants, financial planners, insurance specialists, AI experts, and trustees to drive communication and collaboration between professionals navigating the complex estate landscape in BC.

themes + agenda

Session 1: CASE LAW UPDATES + LITIGATION TRENDS | 12:00 to 12:40PM PT

Litigation in British Columbia’s estates ecosystem is on the rise, driven by evolving demographics, complex family dynamics, and legislative changes. As the Wills, Estates and Succession Act (WESA) continues to shape litigation, disputes over wills and inheritances are becoming more frequent, fueled by increasing wealth transfers, blended families, and challenges of undue influence.

This opening session will outline the latest drivers and trends in litigation, and will review some of the new cases from 2024/2025 to keep you up to date on the development of case law in BC.

  • Case law updates
  • Drivers + trends fueling wills variation claims
  • Rising cases of elder financial abuse: Financial exploitation of vulnerable seniors and misuse of powers of attorney
  • Complex family structures + inheritance disputes: How blended families, estranged relationships, and competing beneficiary claims are contributing to increased litigation

Session 2: AI IS COMING FOR ESTATES: LEVERAGING OPPORTUNITIES AND DE-RISKING CHALLENGES IN THE AGE OF AI | 12:40 to 1:00PM PT

AI is transforming estate planning and administration by enhancing efficiency, reducing errors, and streamlining complex legal processes. Machine learning algorithms help detect potential risks, such as inconsistencies in estate plans or signs of undue influence. AI is also being used to manage digital assets, ensuring that online accounts and cryptocurrency holdings are properly accounted for in estate plans.

This presentation reveals how AI is reshaping the estates ecosystem in BC by making planning, administration, and litigation more efficient and data-driven.

  • Leveraging AI to streamline the process of drafting wills, trusts and POAs amid the rise of complex family structures
  • How is AI poised to redefine wealth forecasting and tax optimization?
  • Harnessing the latest offerings in AI to enhance your practice and reduce risk in the estate planning process
  • Executor tensions and personal liability

Session 3: BENEFICIARIES WITH DISABILITIES: KEY CONSIDERATIONS FOR LAWYERS, AND THE ROLE OF THE PUBLIC GUARDIAN AND TRUSTEE | 1:00 to 1:30PM PT

Lawyers and estate professionals must carefully address disability considerations to ensure the long-term financial security and well-being of beneficiaries with disabilities, including appointing responsible trustees or guardians, and planning for future care needs through representation agreements or power of attorney documents.

The Public Guardian and Trustee (PGT) of British Columbia also plays a vital role in protecting the interests of individuals who are unable to manage their own financial or legal affairs.

This session examines the role of lawyers and the PGT in guiding families through the estate planning process to protect the needs of a disabled beneficiary.

  • Preserving government benefits: Structuring estate plans to ensure individuals with disabilities retain access to income and support programs
  • Henson Trusts: Understanding trusts that allow assets to be managed for the beneficiary’s benefit without affecting government assistance eligibility
  • Role of the PGT: Protecting financial and legal interests of individuals who cannot manage their own affairs
  • Appointing a responsible trustee: Choosing a reliable trustee to manage assets in the best interest of the beneficiary
  • Challenging wills: Initiating litigation and representing parties under a disability

Session 4: VIRTUAL SIMULATION: INTERGENERATIONAL AND INTERNATIONAL TRANSFER OF WEALTH | 1:30 to 2:15PM PT

This dynamic session features a roundtable of respected estate advisors who will lead a real-time, interactive simulation examining various scenarios that can arise (and approaches to them) during the unwinding of a complex estate, including:

  • When a person dies: What happens when they have a will versus when they don’t have a will?
  • Navigating tax issues amid the Great Wealth Transfer, and the rise of gifting while living
  • Cross-border estate considerations: Families with assets or beneficiaries in multiple countries must navigate international inheritance laws and reporting requirements.
  • Challenges in estate planning: Complex family structures, varying tax laws, and different financial literacy levels among heirs create planning difficulties
  • Working with a roundtable of advisors

Leveraging Technology to Enhance Legal Practice in Real Estate 2025

  • Free to attend
  • Law Society of BC: This program is accredited for 1.00 hours of CPD
  • This program contains 1.00 hour of professionalism content by The Law Society of Ontario

In Association With

OVERVIEW

Digital risk, fraud and identity verification create significant challenges for lawyers in the real estate space, particularly given the rise of remote transactions and digital real estate processes, together with shifting client expectations.

Traditional verification methods, such as physical document reviews and in-person meetings can be time-consuming, prone to human error, and susceptible to inaccuracy in an era of sophisticated cyber crime and fraud.

This webinar explores the growing threat of fraud and digital risk which are shaping legal frameworks in real estate, and offers transformative solutions through live technology demonstrations.

themes + agenda

Wednesday, April 9th, 2025 | 12:00 – 1:00PM EST

Drivers + trends in digital risk and fraud which are creating challenges for real estate lawyers ( + shifting client expectations)

Regulatory compliance: Using legal tech solutions to stay compliant with real estate and data protection laws

Navigating evolving law society rules and regulations: DIACC adoption plays a critical role in mitigating risks for real estate lawyers.

Simplifying workflows: Leveraging technology to streamline document management, improve accuracy, and speed up client onboarding with automation tools

Verifying client ID with compliant client ID verification technology: Live demo of IDV technology

Meet our speakers

Daniel La Gamba, Lawyer, LD Law
Daniel La Gamba

Lawyer, LD Law

Benjamin Hughes, Product Manager, LDD
Benjamin Hughes

Product Manager, LDD