Angel Evan | Stanford University

More than two decades ago, Angel Evan began his career in graphic design, expecting a straightforward path in the commercial arts. After graduating from Suffolk University, he quickly rose through the advertising industry to become a Creative Director, but his success stemmed less from artistic instinct and more from applying analytical thinking. That realization led him to explore subjects like statistics, philosophy, and behavioral economics, eventually drawing him to Data Science—then known as “Data Mining.” Despite not having a STEM background, he completed UC San Diego’s Data Science program, where he discovered a passion for uncovering complex patterns hidden in data and transforming them into meaningful stories. Over the next decade, he built deep expertise in machine learning while tackling diverse business challenges across industries.

As his career progressed, Evan encountered ethical dilemmas in data science projects, which sparked his dedication to AI ethics. Recognizing the growing societal impact of AI, he created and now teaches Ethical Data & AI at Stanford University’s Continuing Studies Program, equipping students with practical frameworks to balance business innovation with ethical responsibility. Currently pursuing an MSc in Artificial Intelligence Ethics at the University of Edinburgh, his academic focus includes algorithmic bias, fairness, and the ethics of autonomous systems. Evan’s journey reflects a lifelong commitment not just to mastering data science but to ensuring its responsible and principled application—embracing what Aristotle called the “Golden Mean,” a balance between progress and ethics.

Andy Seavers | Case Status

Andy Seavers is the Co-Founder and CEO of Case Status, a leading client engagement platform for law firms. Under his leadership, the company has been recognized as one of the fastest-growing legal tech startups in the country, earning a spot on the 2024 Inc. 5000 list. With a background in technology and entrepreneurship. Andy has guided Case Status in transforming how law firms communicate with clients‚ AI leveraging automation, secure messaging, and AIdriven insights to improve satisfaction and operational efficiency. He is based in Charleston, South Carolina, and is an active contributor to the legal tech and startup communities.

Bill Biggs | Garces, Grabler & LeBrocq, P.C

Bill Biggs (LPDHP) is a nationally recognized law firm leadership and culture strategist, known for his guiding principle: Love Your People & Demand High Performance. He currently serves as Executive Director at Garces, Grabler & LeBrocq, consults with firms like Walter Clark Legal Group and Price Benowitz, and is a leadership strategist with Vista Consulting. As founder of Biggs & Associates, he also advises elite athletes and sports franchises on brand and messaging strategy. Bill created the Law Firm Leadership Summit and hosted the Transforming the Culture of Law podcast, advancing conversations on organizational health and client experience. A graduate of Texas A&M (Phi Kappa Phi) with executive training from Harvard Business School, he lives in College Station, Texas, with his wife, two sons, and a pack of dogs.

Samuel H. Pond | Pond Lehocky Giordano

Samuel H. Pond, Managing Partner of Pond Lehocky Giordano, has dedicated his career to fighting for the rights of injured workers, union members, and individuals facing powerful corporate or insurance opponents. A Philadelphia native from a blue-collar, union family, Sam’s early work experience shaped his deep commitment to advocating for working people. While still in law school at Temple University, he took on his father’s denied pension case and won, setting a legal precedent that foreshadowed his lifelong pursuit of justice. After graduating, he quickly rose to partner at a workers’ compensation firm and, in 2010, co-founded Pond Lehocky Giordano with Jerry Lehocky and Tom Giordano, creating one of the nation’s largest firms focused on workers’ compensation and disability law.

Recognized as a fearless and principled advocate, Sam has been honored with numerous awards, including the Justice Michael A. Musmanno Award, and has served in leadership roles with the Philadelphia Trial Lawyers Association, the Pennsylvania Association for Justice, and various bar associations. Beyond his legal practice, he is deeply committed to philanthropy, supporting scholarships, education, and community initiatives. Known for his fighter’s mentality, forged through boxing and sports, Sam brings tenacity and compassion to every client he serves, emphasizing both their legal needs and overall wellbeing, while also fostering a strong culture of leadership and teamwork within his firm.

Nikki Montlick | Montlick Injury Attorneys

Nikki Montlick’s legal journey is not just a career, it’s a calling. Growing up watching her father, Founder David Montlick, and his unwavering dedication to public service, Nikki developed this same passion for helping others. From a young age she learned the importance of giving back, and realized the best path was to follow in her father’s footsteps and to pursue a legal career.

Nikki’s practice of law is influenced by a set of core values, including integrity, transparency, social responsibility, and exceptional client service. This includes ensuring that all clients receive compassionate representation and have easy access to their attorney.

Nikki has diligently climbed the ranks, assuming roles in communications, operations, and marketing, as well as working as a legal assistant and law clerk before becoming an attorney. She played a key role in the development and production of Montlick Injury Attorney’s Podcast and Radio Show, “Lawyers in the House® with Montlick” on WSB Radio, which educates people about their valuable legal rights and the steps that need to be taken to protect those rights. Through these positions, Nikki was actively involved in every facet of the firm’s operations, gaining a comprehensive understanding of the practice of personal injury law and the business of law.

Nikki is driven by her personal passion to ensure essential legal information and tools are accessible to the public, and to leverage her expertise and resources for the benefit of others. Nikki has been featured as a guest on News Anchor Legend Monica Pearson’s program “Leading Ladies.” She is also an advocate for increasing consumer awareness about safe, chemical-free products, particularly in the beauty and personal care industry.

Nikki is admitted to practice law in Georgia and is an active member of the Georgia Trial Lawyers Association (GTLA). She earned her Juris Doctor from the University of Miami Miller School of Law. Prior to law school, she earned her Bachelor of Arts degree in English from the University of Miami. She was part of the dual degree law program, completing her undergraduate studies in just three years before advancing to law school.

Paul Barmet | Case Status

Paul specializes in bringing new and disruptive technology and SaaS solutions to market, refining solutions to provide more value to customers. He is passionate about technology: helping businesses like law firms run better while at the same time delighting the consumers they serve. Paul has more than 25 years’ experience as a technology leader helping businesses and organizations grow through outstanding engagement with consumer-clients. Paul holds a BS in Engineering and Material Science from Duke University and a master’s in business from The Citadel.

Sheila Hiestand | McCoy & Hiestand, PLC

As a college basketball player who started in two final four appearances, Sheila knows the importance of hard work, drive and heart. Sheila—aka “The Lady Litigator” for her tenacity in court—is dedicated to helping women and their families through the very difficult process of personal injury claims. She has served as the president of the Kentucky trial lawyers with the Kentucky Justice Association and has worked tirelessly to fight for injured people for more than 30 years. This includes several trials with extraordinary results for her clients, such as an auto accident case where she earned a $743,000 verdict and a medical practice failure to diagnose cancer case where she earned a $1.3 million verdict. She also has achieved many 7-figure settlements for her clients in trucking, medical malpractice, auto and motorcycle cases.

After graduating from Centre College, Sheila received her Juris Doctorate from the University of Kentucky School of Law. Soon after she was recognized as the Fayette County Bar Association Outstanding Young Lawyer and was rated an “AV Lawyer” by Martindale-Hubbell®. She has also been recognized among the American Trial Lawyers Association’s Top 100 Trial Lawyers in Kentucky; Super Lawyers Top 50 Lawyers in Kentucky; Super Lawyers Top 25 Women Lawyers in Kentucky; as Top Lawyer by Louisville Magazine, and has received a long list of awards.

When not practicing law, Sheila enjoys spending time with her three children and husband and loves to compete in triathlons. She plays viola, violin, cello and piano and is a past member of the Lexington Singers. Sheila is also fluent in Spanish and has volunteered at the Federal Correctional Institute to assist Spanish-speaking inmates with legal matters pro bono.

Sergio Hidalgo | Sergio Hidalgo Law

Sergio A. Hidalgo, Esq. is a California-licensed attorney specializing in workers’ compensation law and founder of Sergio Hidalgo Law in Norwalk, CA. With over a decade of experience in defense firms and insurance settings, he represents employers in workers’ compensation claims while also serving Spanish-speaking clients. Fluent in Spanish and English, Sergio earned his J.D. from Trinity Law School and is committed to providing accessible, clientfocused representation under a “no recovery, no fee” approach.

Travis Meltzer | Valley Injury Law

Travis has been practicing law for over a decade, starting his career as an insurance defense attorney. During his years defending insurance companies, he gained invaluable insights into the industry and its operations. This experience fueled his desire to shift his focus toward helping accident victims, ensuring they receive the compensation they rightfully deserve. With a deep understanding of the legal landscape, Travis is dedicated to advocating for his clients and fighting for their best interests. He works to navigate the complexities of the legal system, striving to achieve the best possible outcomes for those he represents.

Travis was born and raised in Las Vegas, Nevada where he spent his entire childhood and college years. After graduating from UNLV, where he received a Bachelor of Science degree in Business Management with a minor in Business Law, he continued his education in Arizona obtaining his law degree from Arizona Summit Law School.

From 2014 to 2019, Travis was employed as outside counsel for large insurance companies and businesses in Nevada and Arizona. During this time, he successfully defended many personal injury and negligence claims. The experience defending the insured provided him with a unique perspective on how insurance companies defend and evaluate claims. After defending the insurance companies for five years, Travis decided to utilize these skills to help people injured by others’ negligence to ensure the best result considering their injuries. Travis prides himself on being an attorney who his clients can trust during their tough times. From the very first meeting with any prospective client, Travis’ relaxed manner creates trust because he is naturally compassionate, truthful and possesses a unique ability to understand and communicate with clients from all facets of life. This direct, common-sense approach has proven to be extremely effective.

Shawn Lehocky | Pond Lehocky Giordano

As CEO of Pond Lehocky Giordano, Shawn Lehocky leads one of the nation’s premier workers’ compensation and disability law firms with a mission rooted in justice, innovation, and impact. Since the firm’s founding in 2009, Shawn has helped scale the organization into a national powerhouse—transforming legal operations, expanding access to justice, and delivering results for hundreds of thousands of injured and disabled Americans.

A visionary in legal tech and operational efficiency, Shawn has overseen Pond Lehocky’s transition into a data-driven firm with robust systems for intake, conversion, and case performance. Under his leadership, the firm has broken historical records, achieved consistent year-over-year growth, and built one of the largest referral networks in the country.

Shawn is passionate about combining people, processes, and technology to elevate legal experience. He has championed AI integration, strategic partnerships, and marketing initiatives that have made Pond Lehocky a household name in the workers’ compensation space.

Outside of the boardroom, Shawn is focused on building a legacy—one that not only delivers justice for clients but also empowers employees, innovates the profession, and creates opportunities across the legal ecosystem.

Melissa Graham | Richard Harris Law Firm

As a seasoned operations executive, Melissa has spent the past 20 years scaling businesses, specifically law firms, across the country, creating systems and processes and managing the growth and expansion of their teams, services, and locations.

Ken Hardison | PILMMA

Ken Hardison is known as the “Millionaire Maker” for a reason- having helped lawyers across the country double, triple, or quadruple their law practices and income, he brings to law firm owners the insights, knowledge, and critical strategies of Legal Marketing and Management that can only be learned in the trenches of real law firm success.

With over 30 years of legal experience, Ken has personally grown and sold two seven-figure law firms and has shared his knowledge and experience with attorneys, helping them experience exponential growth, increased profits, and ethical market preeminence.

With a passion and deep understanding of both grassroots and cutting-edged online legal marketing strategies, Ken is committed to helping lawyers experience greater levels of financial success, freedom, and personal satisfaction- the kind that comes from building an ethical and exceptional law practice. Focusing on the practical and the proven, rather than the cerebral, Ken guides lawyers through the steps needed to build the law practice many lawyers have only dreamed possible.

Ken is the Founder of PILMMA, Personal Injury Lawyer Marketing and Management Association, dedicated to helping lawyers learn the critical strategies to success. As a trusted advisor, consultant, coach, and Mastermind mentor, Ken has coached lawyers to greater success time and time again.

PILMMA’s powerful live and virtual events, such as the ever-popular Law Firm Growth Super Summits and Internet Domination Boot Camps have helped hundreds of lawyers gain the insights and strategies they need to propel their firms forward to greater success and exponential results and to stay current on the latest legal management and marketing strategies, such as leveraging SEO, PPC, PPL, Social Media, etc.

Ken is the author of numerous best-selling books such as Systematic Marketing, Under Promise, Over Deliver, and his latest book, Powerful Online Legal Marketing. He’s known for his practical and engaging style of taking the complicated world of legal marketing and management and giving clarity and step-bystep guides that any lawyer can implement to experience real results, greater profits, transformational growth, and heightened success.

Jeff Robbins | DM Injury Law

Jeff Robbins, MS, CPXP is the Director of Client Experience at DM Law, where he leads initiatives to elevate the client journey and strengthen relationships across the firm. With a background in patient and client experience leadership, Jeff brings deep expertise in building feedback-driven programs, coaching professionals, and creating cultures centered on trust, communication, and empathy. At DM Law, he works closely with attorneys and staff to ensure every client feels informed, supported, and valued throughout their case. His passion lies in transforming professional services through experience-driven strategies that improve outcomes for both clients and firms.

Brian Page | Trust Guss Injury Lawyers

Brian is licensed to practice in all Louisiana State Courts and in Federal Court for the Eastern District of Louisiana. As a Super Lawyers nominee, Brian has dedicated his career to helping New Orleans citizens recover from lifechanging accidents. He has tried cases before both judges and juries and focuses exclusively on personal injury cases.

John Fritz | Fritz Law LLC

Attorney John P. Fritz is the managing probate lawyer at Fritz Law LLC in St. Louis, MO. John has gained extensive experience over the past 11 years representing clients in Missouri, Illinois and New York. John started Fritz Law LLC after recognizing that a small, highly focused law practice could provide more effective and cost-efficient results for his clients.

The probate process can be difficult and hard to navigate. That’s why John P. Fritz decided to focus his law firm on helping others through probate. By utilizing advanced systems and modern technologies, John has streamlined the process to open and administer an estate, making it easier and more efficient. John has made it a priority in his law firm to simplify the probate process so that clients can focus on family and healing.

John received his bachelor’s degree from John Carroll University and obtained his law degree from St. Louis University. He is admitted to practice law in Missouri, Illinois and New York. John is a member of the Missouri Bar Association, the Illinois State Bar Association, the New York Bar Association and the Estate Planning Council of St. Louis.

John regularly participates in several local charities and educational programs. He currently resides in St. Louis with his family.

Leah Fontaine | Case Status

Leah is an experienced product leader with a strong background in legal technology and client communication platforms. As Director of Product at Case Status, she spearheads the development of tools that enhance client engagement and streamline communication for law firms. Leah is known for her strategic thinking, user-focused design, and ability to lead cross-functional teams in delivering impactful solutions.

Keith Kitani | Case Status

Keith is a seasoned SaaS leader with a track record of building and scaling innovative technology companies. He co-founded GuideSpark, where he led the company through multiple funding rounds and raised revenue to $25M+ before its acquisition by Tivian. Earlier in his career, he co-founded Presedia (acquired by Macromedia), where he led product lines that grew to $50M+ and played a key role in launching Adobe early SaaS businesses postacquisition. Today, in addition to leading product at Case Status, he serves as Chairman of Envoque, helping enterprises modernize employee communication.

Charles Lane | Case Status

Charles Lane – Charles Lane is the Chief Technology Officer at Case Status, the leading intelligent client experience platform for law firms. With deep expertise in software engineering, data architecture, and AI-driven innovation, he oversees the company’s technology strategy and product development, ensuring Case Status delivers secure, scalable, and client-centric solutions. Charles plays a pivotal role in advancing the platform’s intelligence capabilities, including predictive analytics, automation, and real-time client engagement tools that help firms elevate experience and efficiency. Known for building high-performing engineering teams and driving innovation, he partners closely with product and customer success leaders to translate firm needs into cutting-edge technology. Under his leadership, Case Status has expanded its integration ecosystem and introduced breakthrough features such as Predictive NPS, Triage, and Statusphere.

Constance Anastopoulo | Charleston University

Prior to coming to the Charleston School of Law, Anastopoulo served as senior litigator in the civil litigation division of the Charleston Law Firm of Poulin, Willey, Anastopoulo, LLC, where she managed the appellate practice for the firm. She was lead counsel in the seminal case of Gaskins v. Southern Farm Bureau, which was chosen one of the ten most important decisions in South Carolina juris prudence by S.C. Lawyer Magazine when it was decided.

In 2009, Anastopoulo authored the Amicus Curie Brief on behalf of the League of Women Voters of South Carolina in the case of Segars-Andrews v. Judicial Merit Selection Committee, et al. The brief received national attention for its comment on the judicial selection process. She has also published several articles on Insurance Law, Torts, and Professional Responsibility and serves as an expert in insurance law cases.

Anastopoulo has served on the Board of My Sister’s House, Inc., a non-profit shelter for domestic violence victims, the Advisory Board of the Women and Gender Studies at the College of Charleston, as Vice President of the League of Women Voters, and is a past president of the Daughters of Penelope Philanthropy.

In 2018, Anastopoulo was selected to run for Attorney General of South Carolina and was the first woman in the history of S.C. politics to run for the Attorney General’s office.

In 2023-24, Anastopoulo was a Visiting Professor of Law at UCLA School of Law reaching Insurance Law and Professional Responsibility.

She is a member of the S.C. Bar, the Charleston Bar Association, and the S.C. Women Lawyers Association. She is admitted to the S.C. Supreme Court, the S.C. Court of Appeals, the U.S. Court of Federal Claims, the U.S. District Court, 4th Circuit, and the U.S. Court of Appeals, 4th Circuit. She teaches primarily in the areas of Torts and Insurance Law but also teaches Evidence and Professional Responsibility.

Chris Keller | Keller Swan Injury Attorneys

Christopher J. Keller is an experienced plaintiff’s personal injury attorney. He concentrates his practice in the areas of Wrongful Death, Auto, Truck, Train, and Motorcycle Accidents, and Premises Liability.

Before founding Keller Swan Injury Attorneys, Chris practiced personal injury at a well-known West Palm Beach law firm, where he successfully resolved over 300 matters through settlement or trial. Mr. Keller began his legal career as an Assistant State Attorney in both Miami-Dade and Palm Beach Counties. Having conducted over 200 jury trials, Mr. Keller is no stranger to the demands of the courtroom. His extensive trial experience and passion for the practice of law allow him to make the maximum recovery for his clients.

Mr. Keller is committed to assisting clients in resolving their personal injury matters efficiently and amicably. While ready and willing to litigate, he is mindful of other financially and emotionally cost-effective alternatives, including mediation. Mr. Keller understands each client is unique; he is committed to diligently working with clients to execute strategies that resolve their matters under the most appropriate circumstances.

Chris Keller is a member of the Palm Beach County Bar Association, the Florida Justice Association, and the Palm Beach County Justice Association. He currently serves on the Board of Directors of the Palm Beach County Justice Association. He is the past Chair of the Florida Justice Association, Young Lawyers’ Section.

Mr. Keller has been honored and recognized as a Rising Star (2014-2020) by Thompson Reuters Super Lawyers, an industry rating system that is peer-driven.

Chris Keller is also the host of the First Light Podcast, where he explores how intentionality in the early morning hours can fuel success in all aspects of life. Through his work and platform, Chris aims to empower individuals to reach their full potential, embodying the principles of perseverance, leadership and purpose.

Mr. Keller is originally from Kentucky. He graduated cum laude from the University of Kentucky and attended law school at Ohio Northern University. He now resides in Jupiter, FL, with his wife, and their three children.

Will Davis | Daniel Stark Injury Law

Born in Abilene, Will has live in Texas his entire life. After receiving a Bachelor of Science degree from Texas A&M University, he went on to seek his Doctor of Jurisprudence at South Texas College of Law.

Will has been with Daniel Stark for over 14 years, starting as one of the first litigation attorneys at the firm, and in September of 2024, he was named Partner. Though he has stepped back from the courtroom to lead a team of over 30 lawyers, he still says his favorite part of the job is helping others after an injury.

Will embodies our core value of “Work Hard, Play Hard!” Outside of the office, he and his family love to spend as much time outdoors as possible. Whether they’re exploring hiking trails, supporting the Aggies, or perfecting their swings on the golf course, this energetic family embraces every opportunity to have some fun!

Mick Gunter | Daggett Shuler

Mick is a senior executive with a track record of building high performing teams. Startups, IPO, M&A, Technology, Operations, and Finance.

Tom Giordano | Pond Lehocky Giordano

Thomas J. Giordano, Jr., Managing Partner of Pond Lehocky Giordano, built his career on determination, empathy, and a mission to serve society’s injured and disabled. Raised in South Philadelphia and Cherry Hill, New Jersey, he developed a unique ability to connect with both blue-collar workers and professionals. Inspired by his mother’s career in the legal field, Tom pursued law after graduating from Towson University and Rutgers Law School. He began his career defending employers in workers’ compensation cases but quickly realized his true calling was advocating for injured workers. After working alongside Sam Pond and Jerry Lehocky—mentors who instilled in him the values of relentless client advocacy and firm leadership—Tom joined them in launching Pond Lehocky Giordano in 2010.

At the firm, Tom initially led the Social Security Disability department, transforming it from a two-person operation into a nationwide practice that has secured benefits for over 50,000 clients. Today, he oversees the firm’s day-to-day operations, ensuring attorneys deliver the best legal outcomes, staff provide world class service, and the firm’s culture fosters excellence. Recognized nationally for its operations and marketing expertise, Pond Lehocky Giordano thrives under Tom’s leadership and vision. Committed to honoring the legacy of his partners and ensuring justice for generations, Tom’s mission is to keep the firm a steadfast champion for the injured and disabled well into the future.

Marina Bradley | Ostroff Godshall Injury and Accident Lawyers

Marina Bradley joined Ostroff Godshall Injury and Accident Lawyers in June 2022 as the firm’s Executive Director. Her previous work experience includes serving as the Web Editor/Social Media Coordinator of Montgomery County, PA and the manager of a local Blue Bell, PA insurance defense firm. While web editor, Marina was a part of the team that won the County Commissioners Association of Pennsylvania (CCAP) Excellence in Website Design Award, which is designed to “to honor outstanding work by the counties in the area of websites.” According to the CCAP, Montgomery County “launched and enhanced their county’s website as a progressive move towards better communication and enhanced ways to conduct county business.” Marina also helped to design Montgomery County’s app, GoMontco, which is available today for iPhone and Android.

Marina grew up in Philadelphia, PA before moving to Montgomery County, PA as an adult. Marina attended Mount Saint Joseph Academy in Flourtown, PA and the University of Pennsylvania in Philadelphia, PA. A current resident of Ambler, PA, Marina loves the small community, and all the local activities Ambler has to offer. Marina is also involved in several local animal rescue charities, including Sam’s Hope in Wyndmoor, PA and New Life Animal Rescue, in Marlton, NJ, and has a beloved cockapoo dog named Ozzy.

Marina is currently on the Social Media Committee of the Independence Chapter of the Association of Legal Administrators of which she is a proud member. She is a member of the ALA Philadelphia Chapter as well.

Ty Robinson | Ty Robinson Personal Injury and Car Accident Law Firm

Ty Robinson is part of the best Charleston personal injury lawyers and founder of Ty Robinson Personal Injury & Car Accident Law Firm, a premier car accident and personal injury law firm in Charleston, South Carolina.

Ty grew up in Lugoff, South Carolina, a small town outside of Columbia, where he played multiple sports. After high school, he continued to pursue his baseball career and went on to play college baseball. After his college baseball career, he moved to Charleston to continue his college education where he received his Bachelor of Science in Business Administration from the College of Charleston and his Juris Doctor from the Charleston School of Law.

Ty prides himself on his client-first approach and dedication to achieving the best possible outcomes for his clients. Specializing in a wide range of personal injury cases, including wrongful death, tractor-trailer accidents, motorcycle accidents, drunk driving accidents, and slip and falls, Ty Robinson Personal Injury & Car Accident Law Firm has earned a reputation for our unwavering commitment to justice and our ability to secure compensation that our clients deserve.

At the core of our firm’s success lies our personalized and empathetic approach to every case, ensuring that clients are treated with the respect and attention they deserve. Our team is well-versed in navigating the complex legal landscape, always keeping clients informed and supported throughout the process.

With a strong focus on client satisfaction and a deep understanding of the physical, emotional, and financial challenges faced by personal injury victims, Ty Robinson Personal Injury & Car Accident Law Firm continues to make a difference in the lives of those we serve. Trust our expertise and experience to help guide you through the legal process and secure a brighter future.

DAY 1: Wednesday, September 24

Exploring the Ethicalities of Legal AI | 5:35pm – 6:15pm

AI is rapidly transforming the practice of law, but not without significant ethical implications. From bias and transparency to the handling of sensitive client data, this session will tackle the critical questions firms must consider before adopting new tools. Attendees will gain practical frameworks for responsibly evaluating technology while ensuring compliance, protecting trust, and safeguarding professional standards.

Speaker: Angel Evan (AI Solutions Lead, AG Consulting / Business & Technology Curriculum Director, Stanford University)

• Why many AI pilots fail—and the legal implications (strategy misalignment, unclear KPIs, weak change management)
• The 6-pillar AI decision framework: Strategy, Technology Adoption, Human Investment, Financial Planning, Governance, Ethics
• Defining a clear value hypothesis & measurable KPIs tied to matter outcomes and client experience
• Governance playbook: Policy maturity, model-lifecycle discipline, testing/validation, and auditability
• Data ethics & privacy: Privilege, confidentiality, vendor risk, and data residency
• Bias, transparency, and explainability requirements for legal AI
• Human-in-the-loop boundaries and accountability: What stays human vs. what can be automated
• Change management to embed AI into daily workflows (Value × Adoption × Consistency)
• Budgeting & resourcing responsibly: Training, roles, and sustainable investment
• Ethical provocations to guide policy (immutable rules, duty vs. outcomes vs. virtue; could a bot ever be a “client”?)

DAY 2: Thursday, September 25

CX Summit 2025: The Future of Client Experience | 9:00am – 10:00am

The legal industry is during a transformation, and client expectations are leading the charge. Case Status CEO Andy Seavers will outline the forces reshaping how firms deliver value, from data-driven insights to emerging innovations in client service. Participants will leave with a future-focused view of how experience will differentiate firms and drive sustainable growth.

Speaker: Andy Seavers (Chief Executive Officer, Case Status)

• Balancing firm tradition with innovation and modernization
• Ethical leadership responsibilities under ABA Model Rules (competence, diligence, communication)
• Leveraging client experience, transparency, and communication as growth drivers
• Technology adoption: Opportunities and ethical responsibilities for legacy firms
• Workforce transformation: Generational shifts, retention, and succession planning
• Real-world case studies of leadership through change and growth

A Legacy Law Firm: Leading Through Change & Growth | 10:00am – 10:45am

Legacy law firms carry the weight of tradition, reputation, and long-standing client relationships. But today’s market forces — from client expectations and technology to workforce dynamics — demand evolution. This panel brings together seasoned leaders who have guided established firms through transformation. Attendees will gain insights into how to balance heritage with innovation, lead teams through growth, and ensure that legacy firms not only survive but thrive in the modern legal landscape.

Speakers: Bill Biggs (Executive Director, Garces, Grabler & LeBrocq, P.C.)
Andrew Finkelstein (Managing Partner, Finkelstein & Partners, LLP)
Sam Pond (Managing Partner, Pond Lehocky Giordano)
Nikki Montlick (Attorney, Montlick Injury Attorneys)

• Balancing firm tradition with innovation and modernization
• Ethical leadership responsibilities under ABA Model Rules (competence, diligence, communication)
• Leveraging client experience, transparency, and communication as growth drivers
• Technology adoption: Opportunities and ethical responsibilities for legacy firms
• Workforce transformation: Generational shifts, retention, and succession planning
• Real-world case studies of leadership through change and growth

Break | 10:45am – 11:15am

Leveling the Field: How to Compete and Win Against the Am Law 50 | 11:15am – 12:00pm

Smaller and mid-size firms don’t need Am Law 50 budgets to win. This candid, tech-forward panel shows how to turn agility, reputation, and smart automation into unfair advantages. Hear how a Kentucky PI/med-malpractice, a California workers’ comp firm, and a fast-growing multi-state PI team build client loyalty with “no-update updates,” automate reviews, integrate their CMS with phones and courts, and use AI transcription and message editing to scale quality without adding headcount. You’ll leave with a 30/60/90-day plan, the metrics that matter, and a practical playbook for competing—and winning—on your terms.

Speakers: Paul Bamert (Vice President of Product Marketing, Case Status)
Sheila Hiestand (Partner, McCoy & Hiestand, PLC)
Sergio Hidalgo (Founding Partner, Sergio Hidalgo Law)
Travis Meltzer (Founder & Managing Attorney, Valley Injury Law)

• Where mid-size firms beat Am Law 50: Speed, focus, and community trust
• Marketing without TV budgets: Local SEO, reviews, digital presence, partner/referral networks, and traceable campaigns
• Everyday AI in the workflow: Call/expert-interview transcription, AI message editor, note capture—plus risk & ethics basics
• Client engagement at scale: “No-update updates,” proactive status, e-signature, and closed-case follow-ups
• Picking systems and integrations that create leverage: CMS fit (e.g., court-integrated WC tools; Neos + RingCentral), e-sign, review automation
• Operating for efficiency: Flat-fee/contingency alignment and outsourcing non-core tasks to reinvest in CX
• Metrics that matter: Response time, client engagement rate, case velocity, and review volume—how to instrument and act
• 30/60/90-day leveling plan: Quick wins, near-term process changes, and durable tech enablers

Lunch | 12:00pm – 1:30pm

CX = ROI: Turning Great Service into Sustainable Referrals | 1:30pm – 2:15pm

Client experience is more than good manners—it’s the foundation of sustainable firm growth. This panel brings together leaders who have proven that when client service is done right, it doesn’t just build loyalty, it drives measurable revenue. Panelists will share how their firms connect the dots between client satisfaction, referrals, and profitability, while also exploring the ethical obligations that make great service a professional requirement. Attendees will leave with concrete strategies to turn everyday interactions into long-term growth.

Speakers: Shawn Lehocky (Chief Executive Officer, Pond Lehocky Giordano)
Melissa Graham (Chief Operating Officer, Richard Harris Law Firm)
Ken Hardison (Founder & President, PILMMA)

• Why client communication is the #1 driver of referrals and repeat business
• The connection between ethical obligations (ABA Model Rule 1.4) and competitive advantage
• Proven approaches to embedding service excellence into firm culture and operations
• How to track and measure ROI from client experience investments
• Real-world examples of firms that scaled referrals and revenue through CX initiatives

Beyond Gut Instinct: Using X + O Data to Improve Outcomes | 2:15pm – 3:00pm

“Beyond Gut Instinct: Using X + O Data to Improve Outcomes” explores how law firms can move past intuition and begin making decisions backed by both operational (O) data and experience (X) data. Panelists will share practical examples of how pairing case metrics with client feedback produces insights that accelerate resolutions, improve satisfaction, and strengthen referral relationships. Attendees will leave with a clear framework for turning raw data into actionable strategies that grow firms and enhance client outcomes.

Speakers: Jeff Robbins (Director of Client Experience, DM Injury Law)
Brian Page (Chief Legal Officer, Trust Guss Injury Lawyers)
John Fritz (Managing Attorney, Fritz Law)

• Defining Xs & Os: What operational (O) data (case lifecycle, settlement amounts, attorney performance) and experience (X) data (client sentiment, communication effectiveness, satisfaction drivers) look like in practice
• From Data to Action: Moving from raw data → information → insights → actions that improve case outcomes
• Business Drivers: How data impacts case velocity, average case value, inventory management, reviews, referrals, and new intake
• Case Study Example: DM Law’s 401-case analysis showing 65-day faster settlements (24% improvement) with Case Status
• Key Metrics to Track: Settlement velocity, negotiation efficiency, client communication responsiveness, case complexity scores, touchpoint density, and more
• Co-Counsel & Referral Implications: Why tracking both X and O data matters beyond your own firm, including co-counsel accountability and referral relationships
• Building a Playbook: Steps to implement a data-driven framework—setting target outcomes, assigning roles (champion, data wrangler, sponsor), and leveraging tools (CMS for O data, Case Status for X data)

Break | 3:00pm – 3:30pm

A Deeper Look at Client Intelligence and the Case Status Roadmap | 3:30pm – 4:15pm

This session takes attendees behind the curtain of Client Intelligence™, showcasing how Case Status is reimagining the future of client engagement. The product and technology leadership team will share the roadmap for innovation, including how predictive analytics, automation, and AI-powered insights are shaping the next wave of tools designed to help firms operate smarter and serve clients better. Attendees will leave with a clear understanding of where Case Status is heading, and how these advancements will enable firms to stay ahead in a competitive market.

Speakers: Leah Fontaine (Director of Product, Case Status)
Keith Kitani (Chief Product Officer, Case Status)
Charles Lane (Chief Technology Officer, Case Status)

• The evolution of AI and Client Intelligence’s role in driving client-centered strategies
• Roadmap highlights: predictive NPS, Triage CI, and the new Statusphere ecosystem
• How Case Status is using AI responsibly to enhance communication, insight, and efficiency
• Practical applications of data-driven intelligence for better outcomes and client trust
• Building a scalable technology foundation for the next era of client experience

DAY 3: Friday, September 26

Ethical-ish Live: Client Experience-Ish | 9:00am – 10:30am

In this live recording of Ethical-ish, we’ll decode the client journey through both science and story — mapping the SCARF model (Status, Certainty, Autonomy, Relatedness, Fairness) onto the emotional rollercoaster clients experience when they step into the legal system.

From “the normal before” to the shock of the unexpected, clients begin a vulnerable search for answers and must take a trust-leap of faith when hiring counsel. They long for peace of mind and progress toward healing, with hopes of justice and, eventually, a return to normal. Along the way, each SCARF domain is triggered — sometimes as a threat, sometimes as a reward.

Our panel of diverse voices — spanning ethics, AI, small-firm practice, large-firm scale, and non-JD leadership — will unpack how lawyers and firms can recognize these hidden psychological triggers, align them with each stage of the journey, and design client experiences that foster trust, loyalty, and long term reputation.

Speakers: Paul Bamert (Vice President of Product Marketing, Case Status)
Constance Anastopoulo
Angel Evan
Marina Bradley
Ty Robinson

• The client journey: Exploring the phases clients experience — the normal before, the unexpected, the search, the trust-leap of faith, the peace of mind, the healing, the justice, and the return to normal
• The SCARF model: How status, certainty, autonomy, relatedness, and fairness shape client perceptions and behavior
• Ethics in action: Where the ABA Model Rules intersect with client psychology and modern Expectations
• Technology & AI: How innovation creates both opportunities and threats for trust, autonomy, and communication
• Small vs. large firm perspectives: Contrasting how different firm models meet (or miss) client needs
• Beyond satisfaction: Moving from solving cases to creating trust, loyalty, and long-term client relationships
• The “-ish” factor: Accepting imperfection while still delivering human-centered, ethical experiences

Break | 10:30am – 11:00am

Agentic Workflow: Super powering Your Best Staff Members with AI | 11:00am – 11:45am

This panel explores how forward-thinking firms are harnessing AI to unlock the full potential of their best people. Rather than replacing staff, agentic workflows amplify their impact by automating routine work, freeing top performers to focus on higher-value tasks, and creating new opportunities for growth. Panelists will share real stories from their firms about how AI has shifted workloads, changed staff trajectories, and improved client experience. Attendees will leave with practical strategies for identifying the right people to empower, overcoming resistance to adoption, and designing a balanced human + AI collaboration model that safeguards judgment and ethics while enabling exponential productivity.

Speakers: Chris Keller (Managing Partner, Keller Swan Injury Attorneys), (Chief Legal Officer & Partner, Daniel Stark Injury Law)
Mick Gunter (Chief Operating Officer, Daggett Shuler, Attorneys at Law)
Tom Giordano (Founding Partner, Pond Lehocky Giordano)

• Defining “Agentic Workflow” in practice: What it means for law firm leaders and why staff remain central to success
• Where AI delivers the biggest wins: Real examples of AI reducing workload and unlocking higher-value contributions
• Super powering staff, not replacing them: Stories of paralegals and team members whose effectiveness grew dramatically with AI support
• Prioritizing investment: How to identify which staff to empower with AI tools first
• Change management & buy-in: Overcoming resistance and ensuring AI is viewed as an empowering tool rather than a threat
• Balancing human judgment & agentic AI: Guardrails, oversight, and ethical safeguards every firm should consider
• Future vision: What workflows, roles, and client experience will look like in the next 3–5 years as AI becomes fully embedded
• First practical steps: Where managing partners new to AI should begin