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2026-07-31 13:00:00

2 Credits

Turn your firm’s existing data into revenue. Read client signals early, spot white-space opportunities, deploy free AI tools, and build a weekly system that drives measurable growth.

2026-07-31 13:00:00

Turn your firm’s existing data into revenue. Read client signals early, spot white-space opportunities, deploy free AI tools, and build a weekly system that drives measurable growth.

2026-07-31 13:00:00

1000+

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70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

The Data Is Already Inside Your Firm

Law firms collect more marketing and practice data than ever — website traffic, lead volume, matter history, billing cadence, referral patterns — yet the gap between collection and action is where growth stalls. Rising marketing costs, intensifying competition, and the expansion of private equity-backed and professionally managed legal service organizations into volume-based practice areas reward firms that read signals early and punish those running on fragmented reporting or intuition. Any attorney with a book of business is already exposed: dormant clients, single-practice-area relationships, and declining matter volume signal revenue walking out the door to competitors who notice first. This program connects marketing activity to retained-case outcomes, exposes how inconsistent intake distorts reporting, and hands attendees a working toolkit — the four data signals, referral-source mapping, a five-column tracking system, and free AI tools including ChatGPT, Perplexity, Claude, and Google Alerts. You leave able to audit your own book, spot at-risk and white-space opportunities, and act before the gap closes.

Key topics that will be covered

What will you learn

Attorneys will learn to connect marketing activity, intake data, and retained-case outcomes, read four client data signals, map referral sources, and apply free AI tools to business development.

What will you gain

They will gain a practical performance-tracking system, a five-column relationship map, a prospect profile, and a 30-minute weekly routine for identifying at-risk clients and white-space growth opportunities.

Marketing outcomes
Connect impressions, clicks, and leads to qualified consultations and retained clients for better decisions.
Intake performance
Inconsistent intake and source tracking distort reporting and obscure which marketing efforts produce results.
Data signals
Watch matter volume, matter type diversity, billing pattern changes, and recency of meaningful contact.
Referral mapping
Identify where your best clients came from and who else is in those networks.
AI tools
Use ChatGPT, Perplexity, Claude, Google Alerts, and Harvey for prep, research, and outreach.
Existing growth
Expand within current clients and target prospects matching your three best clients’ profile.

What will you learn

Attorneys will learn to connect marketing activity, intake data, and retained-case outcomes, read four client data signals, map referral sources, and apply free AI tools to business development.

What will you gain

They will gain a practical performance-tracking system, a five-column relationship map, a prospect profile, and a 30-minute weekly routine for identifying at-risk clients and white-space growth opportunities.

Agenda

SESSION 1

Building a Data-Driven Law Firm: What Drives Growth and Revenue

SESSION 2

From Data to Relationships

clock 1:00 pm - 2:00 pm EST

Building a Data-Driven Law Firm: What Drives Growth and Revenue

Rafi Arbel

Market JD

Explores how law firms can connect marketing activity to business outcomes, evaluate the role of intake in marketing performance, and use intake and revenue data to improve decisions, while building practical performance tracking systems for disciplined, data-driven law firm growth.

Rafi Arbel

Market JD

clock 2:10 pm - 3:10 pm EST

From Data to Relationships

Amy Shepherd

Davis+Gilbert LLP

Explores how attorneys can move beyond data collection to meaningful action in business development, using portfolio-style thinking to manage client relationships, reading internal firm data as a relationship map, and applying AI as a practical supporting tool to identify opportunities, strengthen engagement, and build consistent growth habits.

Amy Shepherd

Davis+Gilbert LLP

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Amy Shepherd

Davis+Gilbert LLP

Rafi Arbel

Market JD

Amy Shepherd

Davis+Gilbert LLP

Amy Shepherd is the Chief Marketing and Business Development Officer at Davis+Gilbert LLP, where she leads the firm’s integrated marketing and business development strategy. With more than 20 years of experience in legal marketing and business development, she focuses on aligning technology, data, and client intelligence with strategic initiatives that enhance client engagement, business growth, and overall firm performance. She works closely with firm leadership and attorneys to support client development, cross-selling, and market visibility while overseeing marketing, communications, client engagement, and competitive intelligence functions. She also plays a key role in advancing the firm’s use of artificial intelligence and emerging technologies in its business strategy.

Education & Credentials

Amy Shepherd earned her Bachelor of Science degree with distinction from The Pennsylvania State University. Her educational background supports her work at the intersection of legal industry marketing, business development strategy, and technology-driven innovation.

Recognition & Leadership

Amy is recognized as a thought leader in legal marketing and business development, particularly in the integration of artificial intelligence into law firm strategy. She co-authored the 2025 State of the Industry Report in Legal Marketing & Business Development, which provides a comprehensive analysis of AI strategy in the legal sector. She has also been named a Top 50 Marketer by the OnConferences ICON Awards, reflecting her leadership and impact in the field.

Professional Involvement

Amy is actively engaged in advancing innovation within the legal marketing and business development community. She is a frequent speaker and author on topics related to AI-enabled client development, law firm growth strategies, and legal industry innovation. Through her advisory work and leadership roles, she contributes to shaping how professional services firms adopt technology and data-driven approaches to client engagement and business development.

Experience

Amy has more than two decades of experience in legal marketing and business development leadership roles. Prior to joining Davis+Gilbert LLP, she founded Gladstone AI Advisory, where she advised professional services firms on AI adoption and strategic growth. She also previously served as Chief Marketing and Business Development Officer at Ballard Spahr LLP and held senior marketing and business development roles at other leading law firms. Her experience spans firmwide strategy development, client engagement programs, marketing operations, and the integration of emerging technologies into business development initiatives.

Amy Shepherd

Davis+Gilbert LLP

Amy Shepherd is the Chief Marketing and Business Development Officer at Davis+Gilbert LLP, where she leads the firm’s integrated marketing and business development strategy. With more than 20 years of experience in legal marketing and business development, she focuses on aligning technology, data, and client intelligence with strategic initiatives that enhance client engagement, business growth, and overall firm performance. She works closely with firm leadership and attorneys to support client development, cross-selling, and market visibility while overseeing marketing, communications, client engagement, and competitive intelligence functions. She also plays a key role in advancing the firm’s use of artificial intelligence and emerging technologies in its business strategy.

Education & Credentials

Amy Shepherd earned her Bachelor of Science degree with distinction from The Pennsylvania State University. Her educational background supports her work at the intersection of legal industry marketing, business development strategy, and technology-driven innovation.

Recognition & Leadership

Amy is recognized as a thought leader in legal marketing and business development, particularly in the integration of artificial intelligence into law firm strategy. She co-authored the 2025 State of the Industry Report in Legal Marketing & Business Development, which provides a comprehensive analysis of AI strategy in the legal sector. She has also been named a Top 50 Marketer by the OnConferences ICON Awards, reflecting her leadership and impact in the field.

Professional Involvement

Amy is actively engaged in advancing innovation within the legal marketing and business development community. She is a frequent speaker and author on topics related to AI-enabled client development, law firm growth strategies, and legal industry innovation. Through her advisory work and leadership roles, she contributes to shaping how professional services firms adopt technology and data-driven approaches to client engagement and business development.

Experience

Amy has more than two decades of experience in legal marketing and business development leadership roles. Prior to joining Davis+Gilbert LLP, she founded Gladstone AI Advisory, where she advised professional services firms on AI adoption and strategic growth. She also previously served as Chief Marketing and Business Development Officer at Ballard Spahr LLP and held senior marketing and business development roles at other leading law firms. Her experience spans firmwide strategy development, client engagement programs, marketing operations, and the integration of emerging technologies into business development initiatives.

Rafi Arbel

Market JD

Rafi Arbel is the President and Founder of Market JD, Inc., a Chicago-based digital marketing agency serving law firms nationwide. A former litigator who previously ran his own practice, he leverages firsthand legal industry experience to help small and mid-sized law firms strengthen their online presence and expand their client base. With more than 20 years of experience in law firm marketing, he focuses on SEO, website development, pay-per-click (PPC) advertising, and broader digital marketing strategies tailored specifically for attorneys.

Education & Credentials

Rafi Arbel’s professional background is rooted in his experience as a former practicing litigator who operated his own law firm before transitioning into legal marketing. This hands-on legal experience informs his approach to helping attorneys develop effective client acquisition and digital growth strategies.

Recognition & Leadership

Rafi is recognized as a leader in law firm marketing, particularly for his work helping attorneys build and optimize digital client acquisition strategies. Through Market JD, Inc., he has developed a reputation for delivering tailored, attorney-focused marketing services that emphasize practical results, personalized strategy, and industry-specific insight.

Professional Involvement

Rafi is actively engaged in developing and implementing integrated digital marketing strategies for law firms. His work includes combining SEO, AI visibility, website design, PPC advertising, social media, and analytics into cohesive strategies designed specifically for attorneys. He also utilizes proprietary analytics tools to help clients track performance and understand which marketing efforts drive results.

Experience

Rafi has over 20 years of experience in law firm marketing, including SEO, website development, PPC advertising, and digital strategy. Prior to founding Market JD, Inc., he practiced as a litigator and managed his own law firm, an experience that directly shaped his understanding of law firm operations and client acquisition. He now applies that experience to helping law firms navigate competitive online marketplaces and grow their practices through data-driven marketing strategies.

Plans

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Price varies based
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based on firm size
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Number of Available Webinars 1 1,000+ 1,000+
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Ability to Ask Questions During
the Presentation via a Chat Box
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Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
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of Bias, etc.)
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Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

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In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

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Key topics to be discussed:

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Date / Time: December 19, 2025

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  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

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Master trust selection and drafting. Learn to structure revocable and irrevocable trusts, navigate Medicaid planning, administer estates confidently, and shield fiduciary clients from liability—immediately applicable to your practice.

December 11, 2025

2 Hour Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

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    • Estate taxes
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  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

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Join live events with top attorneys and real-world case insights.
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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Approved
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Approved
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Approved
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Pending
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Approved
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Pending
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No Required
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Pending
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Alabama

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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs