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
Technology competence is no longer optional for attorneys—it’s a professional responsibility. Leading law firms are implementing relationship management systems to meet their ethical obligations around client communication and data security, while simultaneously improving practice efficiency and client service delivery. As these technologies become essential to modern practice, lawyers must understand both the professional responsibilities that govern their use and the practical strategies for implementation.
This webinar explores the challenges of meeting rising expectations for sophisticated relationship management and proactive legal counsel. Our expert speakers will discuss how systematic relationship data management enables firms to shift from reactive client service to proactive risk management, helping them identify conflicts early, collaborate more effectively across practice groups, and ultimately provide more competent representation.
themes + agenda
Key themes
- Rising client expectations for sophisticated relationship management and proactive legal counsel
- The competitive imperative: How clients are evaluating firms based on technology adoption, practice efficiency, and the ethical use of AI
- Process innovation: Building workflows for systematic client data capture, matter identification, and proactive relationship management
- 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
