Program Details
2026-09-17 09:00:00
Over 1,000+ webinars
Course Overview
2026-09-17 09:00:00
9h CLE Credits
Intermediate
9
9:00 am - 9:55 am ESTClient service is genuinely hard. It asks more of your people, your systems, and your leadership than almost anything else in the firm. This opening session makes the case that the effort is worth it: when the client sits at the center of how you hire, operate, market, and adopt technology, every other decision gets easier to prioritize. Attendees leave with a shared vocabulary for the summit and a clear sense of why client experience is the throughline connecting growth, efficiency, and reputation.
Andy Seavers 10:00 am - 10:30 am ESTBuilding the right team is one of the hardest jobs in a growing firm, and it is where a lot of money quietly disappears. Bringing on a young technologist or promoting an inexperienced paralegal and expecting big results often produces more confusion than progress. This session helps leaders build for the role: defining who can reach the firm’s data, who has the expertise to synthesize problems from it, and who can carry organizational change through the team. Attendees leave able to define the outcome first and hire or promote to match it.
Nikki MontlickRob WilhiteBridget Long 10:35 am - 11:05 am ESTThere is a place for the low-cost provider, right up until the low-cost provider goes out of business. Using the collapse of a well-known budget airline as a lens, this session explores why some firms and clients gravitate to the cheapest option and what that choice quietly costs in experience, loyalty, and durability. Attendees leave thinking differently about where price competition helps and where it becomes a trap.
Jordan CouchMatthew RosenbergDavid McDivitt 11:10 am - 12:10 pm ESTThe pace of new technology makes buy versus build versus partner decisions harder than ever, and getting them wrong is expensive. This session introduces the CIRC framework, which weighs Context, Innovation, Risk, and Community to guide better technology and business decisions. Rather than chasing every new tool, attendees learn a structured way to decide what belongs in their stack and why, so their technology investments actually serve the firm and its clients.
Shawn LehockyMelissa GrahamMichelle Thompson 1:15 pm - 1:45 pm ESTIt is easy to buy AI. It is much harder to know whether it is working. This session helps leaders move past the assumption that activity equals value, showing how to calculate the true cost to carry AI projects and the return they generate for both the top line and the bottom line. It also reframes staffing: much of what burdens a team is client dependent work rather than legal work, so AI can build capacity instead of forcing layoffs. Attendees leave able to hold AI to the same standard as any other business decision.
Michael McCreadyMarina BradleyTom Giordano 1:50 pm - 2:20 pm ESTThe worst client experiences in legal often come from firms that automated the wrong things and let the human relationship disappear. It is a real temptation, and it is a trap. This session makes the case for a disciplined approach: use AI to remove friction and repetitive work while keeping people in charge of the moments that build trust. Done well, this supervised model lets firms grow quickly without sacrificing the client relationship that drives referrals and reputation.
Brian PageAndrew ColemanJay Stefani 2:25 pm - 3:15 pm ESTThe rise of MSOs and alternative business structures has a lot of firm owners asking hard questions. Should I be trying to sell? Should I be partnering? What happens to my firm and my clients if I do nothing? This session gives leaders an honest look at the macro forces and the real threats, while also mapping the opportunities to build durable competitive advantage where larger, capital driven players tend to fall short. Attendees leave better equipped to make a deliberate choice rather than a reactive one.
Bill BiggsAndrew ColemanChris KellerChris Reade 3:20 pm - 3:50 pm ESTSome AI companies are betting that client communication no longer needs a human. If they are right and firms cede that ground, the legal industry loses something important. This session makes the case that good lawyers who genuinely care for clients, supported rather than replaced by technology, are the ones who win. Attendees leave with a clearer view of the competitive stakes and how to keep the human relationship at the center of their firm’s value.
Mark D. PrinceJesse M. Tillman, IIIRyan McKeen 4:30 pm - 5:25 pm ESTThe larger the firm, the harder it is to change direction, and rolling out new technology across an organization can be genuinely painful. This closing Main Stage session shares how leaders navigated that tightrope, scaling their brand and adopting new tools without giving up the personal touch that made them successful. Attendees leave with practical approaches to change that actually holds.
Sam PondAndy Seavers is the Chief Executive Officer and co-founder of Case Status, a client engagement platform focused on transforming how consumer law firms communicate with their clients.
Nikki Montlick is an attorney and the President of Montlick Injury Attorneys.
Rob Wilhite is the owner and lead litigation attorney at The Wilhite Law Firm, where he represents injury clients across Colorado and Texas.
Bridget Long is a trial attorney with Allen, Allen, Allen & Allen whose career pairs courtroom practice with sustained leadership across the national and Virginia trial bar.
Brian Page is the Chief Legal Officer of Trust Guss Injury Lawyers, and his practice focuses exclusively on personal injury.
Jordan Couch is a partner and workers’ compensation attorney at Palace Law.
Matt Rosenberg is the owner of Handler, Henning & Rosenberg LLC and a personal injury and trial attorney who takes on insurance companies and negligent parties on behalf of injured clients.
David McDivitt is the Chief Executive Officer of McDivitt Law Firm and a nationally recognized trial lawyer.
Travis Lee Howard is a Partner and the Chief Operating Officer of CGH Injury Lawyers, a Denver-based trial firm serving clients across Colorado, and an entrepreneur, author, and leadership advisor who works with founders on building organizations where both people and performance thrive.
Shawn Lehocky is the Chief Executive Officer of Pond Lehocky Giordano, where he sees his central responsibility as future-proofing the firm. His professional passions are technology and physics.
Melissa Graham is the Chief Operating Officer of the Richard Harris Law Firm.
Michelle Thompson is the Chief Operating Officer of The Godsey Law Firm, P.C., a high-volume personal injury practice in the Dallas area. She runs the firm’s operations with a Six Sigma, process-first mindset, turning everyday client communication into repeatable, measurable systems rather than one-off heroics. Her focus is the operational data that actually moves a modern firm: response times, staff performance, technology adoption, and the integrations that keep the case management stack working as one. Michelle is a strong believer that consistency is what scales client experience, and she pushes her team to move from reactive firefighting to proactive, data-driven management so every client gets the same standard of care as the firm grows.
Michael McCready is the Managing Partner of McCready Law and consults with law firms on management, technology, automation, and artificial intelligence.
Marina Bradley is the Executive Director of Ostroff Godshall Injury and Accident Lawyers, a role she has held since joining the firm in June 2022.
Tom Giordano is a Founding Partner of Pond Lehocky Giordano, one of the nation’s leading workers’ compensation and disability firms.
Jeff Robbins, MS, CPXP, is the Client Experience Officer at Poulin Willey Anastopoulo. He came to legal client experience from a background in patient and client experience leadership, and now leads the firm’s initiatives to elevate the client journey and strengthen relationships across the firm.
Erik Montaña is the Chief Strategy Officer of Smith Clinesmith LLP and a member of the firm’s executive leadership team. He spearheads the firm’s AI implementation and business process optimization, driving its vision across marketing, information technology, data analytics, and strategic business growth.
Andrew Coleman is an attorney at Hughes & Coleman, where he launched his legal career and has practiced since.
Jay Stefani is a Managing Partner at Levinson and Stefani Injury Lawyers, where his trial practice focuses on representing individuals and families affected by the negligence of others, including truck crash and wrongful death cases.
Bill Biggs is the Chief Strategy Officer at Angel Reyes & Associates, where he leads the firm’s operational strategy and day-to-day business functions.
Chris Keller is the Founder and CEO of Ascend Legal Partners, a management services and advisory firm that helps personal injury firm owners scale operations, systems, and leadership without giving up ownership or control of the practice of law. In July 2026 he formed Ascend Legal Partners MSO, LLC, which delivers marketing and intake support, financial management, human resources, IT infrastructure, and case management systems through Advisory, Managed Systems, and Fully Managed engagement models.
Chris Reade is the Chief Operating Officer and Chief Technology Officer of Certum Legal Solutions — a management services organization built inside the law firm Sbaiti & Company to serve mass tort and personal injury firms — where he helps firms run smarter, scale faster, and devote more of their energy to their clients. He concurrently serves as Director of Mass Tort Operations at Sbaiti & Company.
Mark Prince is the Founding Attorney of Prince Law Firm, where he represents people harmed by the wrongful conduct of others.
Jesse M. “Jay” Tillman, III is an attorney with Marcari, Russotto, Spencer & Balaban, where he focuses on representing injured people and on consumer rights.
Ryan McKeen is the Founding Attorney of McKeen Law, LLC and a co-founder of Best Era, LLC, where he consults with some of the top law firm owners in the country.
Patrick Iyampillai is a Co-Managing Partner of Hale Law who has devoted his entire legal career to representing injury victims — and only injury victims.
Sam Pond is the Managing Partner at Pond Lehocky Giordano, focused on delivering innovative legal services that improve outcomes for injured workers alongside operational excellence and firm growth.
Jason Sweet is the Chief Customer Officer at Case Status, where he leads the company’s customer organization, Customer Success, Implementation, Training, and Enablement and is accountable for what happens after the contract is signed: whether firms achieve the results they were promised, whether their clients feel cared for during a genuinely stressful chapter of their lives, and whether the partnership grows more valuable year over year.
Ben Leader is a partner at Elrod Pope, where he oversees the firm’s intake and marketing.
Brittany Green is a co-founder of Best Era, LLC, where she works with law firms across the country on brand positioning, marketing strategy, and team development, helping owners build lasting, values-driven businesses.
Lawrence LeBrocq is a practicing attorney and the Managing Partner of Garces, Grabler & LeBrocq, P.C.
Renée Williams is an attorney and the Chief Executive Officer of the National Center for Victims of Crime, and a dedicated advocate and leader in the field of victim services.
Aaron Hatten is the Director of Co-Counsel Partnerships at DM Injury Law, an award-winning personal injury firm serving communities across Kansas City, Wichita, St. Louis, Oklahoma City, Topeka, Columbia, and Tulsa that has recovered more than $1 billion for its clients. He maintains the firm’s nationwide network of law firm partners open to inbound and outbound co-counsel opportunities, optimizing the referral process and expanding the firm’s reach to clients across a wide range of case types.
Joy Avila is the Creative Director at the Law Offices of James Scott Farrin, where she helps lead marketing at one of the largest plaintiffs’ firms in the Southeast.
Andy Seavers is the Chief Executive Officer and co-founder of Case Status, a client engagement platform focused on transforming how consumer law firms communicate with their clients.
Nikki Montlick is an attorney and the President of Montlick Injury Attorneys.
Rob Wilhite is the owner and lead litigation attorney at The Wilhite Law Firm, where he represents injury clients across Colorado and Texas.
Bridget Long is a trial attorney with Allen, Allen, Allen & Allen whose career pairs courtroom practice with sustained leadership across the national and Virginia trial bar.
Brian Page is the Chief Legal Officer of Trust Guss Injury Lawyers, and his practice focuses exclusively on personal injury.
Jordan Couch is a partner and workers’ compensation attorney at Palace Law.
Matt Rosenberg is the owner of Handler, Henning & Rosenberg LLC and a personal injury and trial attorney who takes on insurance companies and negligent parties on behalf of injured clients.
David McDivitt is the Chief Executive Officer of McDivitt Law Firm and a nationally recognized trial lawyer.
Travis Lee Howard is a Partner and the Chief Operating Officer of CGH Injury Lawyers, a Denver-based trial firm serving clients across Colorado, and an entrepreneur, author, and leadership advisor who works with founders on building organizations where both people and performance thrive.
Shawn Lehocky is the Chief Executive Officer of Pond Lehocky Giordano, where he sees his central responsibility as future-proofing the firm. His professional passions are technology and physics.
Melissa Graham is the Chief Operating Officer of the Richard Harris Law Firm.
Michelle Thompson is the Chief Operating Officer of The Godsey Law Firm, P.C., a high-volume personal injury practice in the Dallas area. She runs the firm’s operations with a Six Sigma, process-first mindset, turning everyday client communication into repeatable, measurable systems rather than one-off heroics. Her focus is the operational data that actually moves a modern firm: response times, staff performance, technology adoption, and the integrations that keep the case management stack working as one. Michelle is a strong believer that consistency is what scales client experience, and she pushes her team to move from reactive firefighting to proactive, data-driven management so every client gets the same standard of care as the firm grows.
Michael McCready is the Managing Partner of McCready Law and consults with law firms on management, technology, automation, and artificial intelligence.
Marina Bradley is the Executive Director of Ostroff Godshall Injury and Accident Lawyers, a role she has held since joining the firm in June 2022.
Tom Giordano is a Founding Partner of Pond Lehocky Giordano, one of the nation’s leading workers’ compensation and disability firms.
Jeff Robbins, MS, CPXP, is the Client Experience Officer at Poulin Willey Anastopoulo. He came to legal client experience from a background in patient and client experience leadership, and now leads the firm’s initiatives to elevate the client journey and strengthen relationships across the firm.
Erik Montaña is the Chief Strategy Officer of Smith Clinesmith LLP and a member of the firm’s executive leadership team. He spearheads the firm’s AI implementation and business process optimization, driving its vision across marketing, information technology, data analytics, and strategic business growth.
Andrew Coleman is an attorney at Hughes & Coleman, where he launched his legal career and has practiced since.
Jay Stefani is a Managing Partner at Levinson and Stefani Injury Lawyers, where his trial practice focuses on representing individuals and families affected by the negligence of others, including truck crash and wrongful death cases.
Bill Biggs is the Chief Strategy Officer at Angel Reyes & Associates, where he leads the firm’s operational strategy and day-to-day business functions.
Chris Keller is the Founder and CEO of Ascend Legal Partners, a management services and advisory firm that helps personal injury firm owners scale operations, systems, and leadership without giving up ownership or control of the practice of law. In July 2026 he formed Ascend Legal Partners MSO, LLC, which delivers marketing and intake support, financial management, human resources, IT infrastructure, and case management systems through Advisory, Managed Systems, and Fully Managed engagement models.
Chris Reade is the Chief Operating Officer and Chief Technology Officer of Certum Legal Solutions — a management services organization built inside the law firm Sbaiti & Company to serve mass tort and personal injury firms — where he helps firms run smarter, scale faster, and devote more of their energy to their clients. He concurrently serves as Director of Mass Tort Operations at Sbaiti & Company.
Mark Prince is the Founding Attorney of Prince Law Firm, where he represents people harmed by the wrongful conduct of others.
Jesse M. “Jay” Tillman, III is an attorney with Marcari, Russotto, Spencer & Balaban, where he focuses on representing injured people and on consumer rights.
Ryan McKeen is the Founding Attorney of McKeen Law, LLC and a co-founder of Best Era, LLC, where he consults with some of the top law firm owners in the country.
Patrick Iyampillai is a Co-Managing Partner of Hale Law who has devoted his entire legal career to representing injury victims — and only injury victims.
Sam Pond is the Managing Partner at Pond Lehocky Giordano, focused on delivering innovative legal services that improve outcomes for injured workers alongside operational excellence and firm growth.
Jason Sweet is the Chief Customer Officer at Case Status, where he leads the company’s customer organization, Customer Success, Implementation, Training, and Enablement and is accountable for what happens after the contract is signed: whether firms achieve the results they were promised, whether their clients feel cared for during a genuinely stressful chapter of their lives, and whether the partnership grows more valuable year over year.
Ben Leader is a partner at Elrod Pope, where he oversees the firm’s intake and marketing.
Brittany Green is a co-founder of Best Era, LLC, where she works with law firms across the country on brand positioning, marketing strategy, and team development, helping owners build lasting, values-driven businesses.
Lawrence LeBrocq is a practicing attorney and the Managing Partner of Garces, Grabler & LeBrocq, P.C.
Renée Williams is an attorney and the Chief Executive Officer of the National Center for Victims of Crime, and a dedicated advocate and leader in the field of victim services.
Aaron Hatten is the Director of Co-Counsel Partnerships at DM Injury Law, an award-winning personal injury firm serving communities across Kansas City, Wichita, St. Louis, Oklahoma City, Topeka, Columbia, and Tulsa that has recovered more than $1 billion for its clients. He maintains the firm’s nationwide network of law firm partners open to inbound and outbound co-counsel opportunities, optimizing the referral process and expanding the firm’s reach to clients across a wide range of case types.
Joy Avila is the Creative Director at the Law Offices of James Scott Farrin, where she helps lead marketing at one of the largest plaintiffs’ firms in the Southeast.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
