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Legal Client Experience Summit 2025 -Track I (Presented by Case Status) [DAY 2]

2025-09-25 09:00:00

7.67 hours

2025-09-25 09:00:00

7.67 hours

2025-09-25 09:00:00

7.67 Credits

AI in legal practice: ethical considerations, client experience optimization, and practical implementation strategies for law firms.

2025-09-25 09:00:00

7.67 hours

AI in legal practice: ethical considerations, client experience optimization, and practical implementation strategies for law firms.

2025-09-25 09:00:00

7.67 hours

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

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how client intelligence, AI-powered technology, and data-driven strategies can transform client communication, improve case outcomes, and drive law firm profitability.

What will you gain

Attorneys will gain actionable frameworks for competing against large firms, building referral networks, and using predictive sentiment to improve client satisfaction scores.

Client Intelligence
AI-powered technology unlocks client knowledge to drive action and profit per case.
Legacy Building
Core values and mindset must be embedded in firm DNA for lasting success.
Competitive Strategy
Smaller firms win through personalized service, referrals, and superior client experience.
ROI Measurement
Client experience investment delivers measurable returns through organic referrals and higher settlements.
Data Integration
Combining experience data with operational metrics enables smarter, faster case management decisions.
AI Roadmap
Predictive NPS and triage systems identify at-risk clients before issues escalate.

What will you learn

Attorneys will learn how client intelligence, AI-powered technology, and data-driven strategies can transform client communication, improve case outcomes, and drive law firm profitability.

What will you gain

Attorneys will gain actionable frameworks for competing against large firms, building referral networks, and using predictive sentiment to improve client satisfaction scores.

Agenda

Session 1

Exploring the Ethicalities of Legal AI Implementation

Session 2

The Future of Client Experience in Legal

Session 3

Legacy Law Firms Leading Through Change Growth

Session 4

Competing Against Am Law 50 Without Big Budgets

Session 5

Turning Great Client Service into Sustainable Referrals

Session 6

Using X and O Data to Improve Outcomes

Session 7

Client Intelligence and Case Status Product Roadmap

Session 8

Ethical-ish Live: Mapping the Client Journey Psychology

Session 9

Agentic Workflow: Superpowering Staff with AI Tools

clock 5:35 pm - 6:15 pm EST

Exploring the Ethicalities of Legal AI Implementation

Jim Koford

Wurz Financial Service

This session tackles critical ethical questions firms must consider before adopting AI tools, from bias and transparency to handling sensitive client data. Attendees will gain practical frameworks including a 6-pillar AI decision model covering strategy, governance, ethics, and human-in-the-loop boundaries.

Jim Koford

Wurz Financial Service

clock 9:00 am - 10:00 am EST

The Future of Client Experience in Legal

Jim Koford

Wurz Financial Service

Case Status CEO Andy Seavers outlines the forces reshaping how firms deliver value through data-driven insights and emerging client service innovations. Learn how 80% of law firm clients feel uncared for and how top firms have achieved NPS scores of 71 compared to the industry average of 25.

Jim Koford

Wurz Financial Service

clock 10:00 am - 10:45 am EST

Legacy Law Firms Leading Through Change Growth

Jim Koford

Wurz Financial Service

Seasoned leaders from established firms share insights on balancing heritage with innovation while guiding teams through transformation. The panel explores how core values, continuity planning, and technology adoption create lasting firm legacies beyond family bloodlines.

Jim Koford

Wurz Financial Service

clock 11:15 am - 12:00 pm EST

Competing Against Am Law 50 Without Big Budgets

Jim Koford

Wurz Financial Service

This tech-forward panel reveals how smaller firms turn agility, reputation, and smart automation into competitive advantages against heavily-funded competitors. Discover how no-update updates, AI transcription, and strategic integrations help firms scale quality without adding headcount.

Jim Koford

Wurz Financial Service

clock 1:30 pm - 2:15 pm EST

Turning Great Client Service into Sustainable Referrals

Jim Koford

Wurz Financial Service

Leaders prove that exceptional client service drives measurable revenue through referrals and repeat business. Learn concrete strategies for connecting client satisfaction to profitability while meeting ethical obligations under ABA Model Rule 1.4.

Jim Koford

Wurz Financial Service

clock 2:15 pm - 3:00 pm EST

Using X and O Data to Improve Outcomes

Jim Koford

Wurz Financial Service

This session explores moving past intuition to make decisions backed by operational data and experience data combined. Discover how pairing case metrics with client feedback produces insights that accelerate resolutions and strengthen referral relationships.

Jim Koford

Wurz Financial Service

clock 3:30 pm - 4:15 pm EST

Client Intelligence and Case Status Product Roadmap

Jim Koford

Wurz Financial Service

The product and technology leadership team reveals how predictive analytics, automation, and AI-powered insights are shaping future client engagement tools. Learn about the Experience tier launch, predictive NPS, Triage CI, and the Statusphere ecosystem.

Jim Koford

Wurz Financial Service

clock 9:00 am - 10:30 am EST

Ethical-ish Live: Mapping the Client Journey Psychology

Jim Koford

Wurz Financial Service

This live podcast recording decodes the client journey through the SCARF model covering Status, Certainty, Autonomy, Relatedness, and Fairness. A diverse panel unpacks hidden psychological triggers and how to design experiences that foster trust and loyalty.

Jim Koford

Wurz Financial Service

clock 11:00 am - 11:45 am EST

Agentic Workflow: Superpowering Staff with AI Tools

Jim Koford

Wurz Financial Service

Forward-thinking firm leaders share how AI amplifies top performers by automating routine work and freeing them for higher-value tasks. Learn practical strategies for identifying the right people to empower and designing balanced human-AI collaboration models.

Jim Koford

Wurz Financial Service

01 09
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.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
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

Why Attend

Why this 
program matters

Understanding legal AI ethics and client experience is essential because the rapidly evolving intersection of technology and legal practice directly impacts attorney competence, ethical compliance, client satisfaction, and firm profitability.
80%
Of law firm clients feel uncared for, revealing a major disconnect between attorney perception and client experience. (Case Status 2025 Legal Client Experience Report)
75%
Of lawyers cite concerns about AI-generated hallucinations as the reason for hesitating to implement AI tools in their practice. (ABA 2024 Legal Technology Survey Report)
79%
Of legal professionals now use AI in their practice, with growing firms leveraging automation at nearly twice the rate of stable firms. (Clio 2025 Legal Trends Report)
300+
Identified instances of AI hallucinations in court filings have been documented, representing a systematic professional failure requiring ethical vigilance. (Damien Charlotin AI Hallucination Cases Database)

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Join live events with top attorneys and real-world case insights.
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Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
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