AI as a Client Service Superpower: Driving Proactive Legal Decisions

A Legal Innovation Forum On-Demand Webinar 

AI is no longer just about automation and efficiency. Leading law firms are now using AI to drive business and client service priorities, leveraging innovative solutions to structure, interpret, and activate internal and external data in support of stronger relationships and greater profitability.

Too often, the key to client retention and winning new business is buried in firm or public data. Without the tools and resourcing to cut through the noise, opportunities can slip away before the lawyer or firm is notified. This insightful webinar explores how AI can arm legal professionals with critical client intelligence and surface the right insight at the right moment - giving lawyers a competitive edge. 

Our expert speakers reveal how AI is enabling leading firms to shift from reactive work to proactive decision-making, helping them anticipate risk, collaborate more effectively, and ultimately provide stronger client service.

Key themes: 

  • From data to strategy: How AI transforms industry noise into actionable insight that guides better customer engagements and business strategy
  • Staying ahead of risk and opportunity: Using AI to anticipate legal risks and uncover client and market opportunities ahead of competition
  • Elevating client service at scale: Leveraging AI to deepen existing client relationships and generate personalized outreach, while supporting growth across a broader client base
  • Building confidence in AI: Best practices for trust, transparency, and clarity in AI-driven legal guidance
  • AI in action: Live demonstrations of Litera’s new business development tool, Foundation Proactive, that surfaces critical client priorities, monitors relationship strength, and helps lawyers make a winning impression.  

Speakers

  • Rachel Merrick Maggs , VP, Customer-Led Growth, Litera
  • James Wang, Co-Founder, Postilize
  • Mark Levin, Chief Marketing & Business Development Officer, Marshall Gerstein
  • Richard Robbins, Director of Applied AI, Reed Smith
  • Jacqueline Dinsmore, Managing Partner, Caravel Law
  • Andrew Bowyer, Founder + CEO, The Legal Innovation Forum

WATCH THE WEBINAR

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