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This six-part webinar series, culminating in a symposium held in Toronto, will equip PI lawyers with the tools, strategies, and insights they need to lead thriving practices in a competitive and rapidly shifting environment.
Through our webinars, we will explore key themes including financial management, AI, succession planning, and business strategies, and deliver practical guidance rooted in the realities of running a modern PI firm.
The webinar series is complemented by a forward-looking symposium where legal innovators and thought leaders will explore how to shape the future of the personal injury ecosystem through strategic thinking, ethical leadership, and technological innovation.
Free to attend
Upcoming webinars in the series
Part 6: Merging for momentum: M&A strategies for PI firms | June 11, 2025, 12:00 to 1:00 pm ET
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.
Key discussion points:
- 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
Past webinars in the series
Part 1: Money Matters: Financial strategies for PI firms | January 21, 2025, 12:00 to 1:00 pm ET
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.
Discussion points include:
- 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
Part 2: Winning with AI: Smarter practice management for PI firms | February 11, 2025, 12:00 to 1:00pm ET
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.
Discussion points include:
- 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?
Part 3: Succession Success for PI Firms: Financing Buy-Ins, Buyouts, and Transitions | March 4, 2025, 12:00 to 1:00 pm ET
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.
Key topics:
- 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
Part 4: Defining a winning business strategy for your PI firm | March 25, 2025, 12:00 to 1:00 pm ET
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.
Key topics:
- 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
Part 5: Powering up your PI practice with technology | April 8, 2025, 12:00 to 1:00 pm ET
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.
Discussion points:
- 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
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