Law Firm Client Intelligence | Legal Technology Event

In 2025, it’s no longer a question of whether firms have data—it’s whether they can translate it into sharper decisions, stronger relationships, and measurable growth.

The firms out in front are not simply “using” technology; they are integrating AI-powered tools with human judgment, building cultures where insight flows seamlessly from system to strategy, and where the numbers on a dashboard actually change the way people act.

This year’s Law Firm Client Intelligence is about execution. Across keynotes, panels, and hands-on discussions, we will examine:

Human-Centered Intelligence: Building cultures where data amplifies, rather than replaces, the judgment, empathy, and collaboration that win client trust.
Strategic Focus: Using market and client intelligence to double down on the opportunities that matter most—and walk away from the rest.
CRM Reimagined: Turning contact databases into strategic growth engines while eliminating data sprawl and uncertainty.
Data Integrity at Scale: Embedding hygiene, governance, and KPIs into firmwide processes so intelligence stays reliable and relevant.
Collaboration for Impact: Breaking down silos to connect insight with business development, client service, and firm leadership.

You will hear directly from the leaders shaping this evolution, those who are challenging the “collect more” mindset and replacing it with “make it count.” You’ll see how client intelligence is moving beyond static dashboards into a dynamic capability embedded in every decision, every pursuit, every client interaction.

On November 5th, 2025, join your peers facing the same high-stakes questions you are:

How do we operationalize AI and analytics without losing the human touch?
Which clients, sectors, and pursuits truly deserve our investment?
How do we measure the right things—and make those measures matter?

In a market where expectations are rising and competition is unforgiving, Law Firm Client Intelligence 2025 is where strategy meets capability.

Join us on 5th November at the offices of Chapman and Cutler in Chicago.

OVERVIEW

In a market where resources are tight and expectations are high, law firms must make sharper decisions about where to focus their time, energy, and investment. This session explores how firms are using client and market intelligence to double down on the right opportunities, identifying the clients, sectors, and pursuits that have the highest growth potential. Through a blend of insight-sharing and hands-on exercises, participants will walk away with practical strategies for using data to prioritize what to chase and what to walk away from.

OVERVIEW

In this session, we’ll explore how high-quality contact records are a pillar to data-driven marketing, development, and client intelligence. You’ll learn how to assess and improve contact data quality, uncover hidden relationship value, and build trust in your firm’s data assets. We’ll break down how to operationalize data hygiene, embed it into business processes, and generate measurable impact from better segmentation to more effective outreach and stronger client growth. Walk away with a roadmap to transform CRM contact data from an administrative burden into a strategic asset - one that helps your lawyers and business developers engage the right person, at the right time, with the right message.

OVERVIEW

Good data is the foundation of good decisions. The most successful firms have a data strategy in support of Key Performance Indicators that are most relevant to their objectives. However, ensuring data relevancy and accuracy takes real effort. In this panel discussion, you will hear from peers who have tackled data challenges and then maximized that data in their marketing and business development initiatives. We’ll cover practical ways to improve how you collect, validate, and manage data, including how to use AI to catch errors early and how to set up a simple system for regular checks and audits. Whether you're just getting started or cleaning up years of chaos, you'll leave with ideas you can use.

OVERVIEW

Hear from industry leaders as they explore how law firms are evolving their approach to Client Relationship Management (CRM) systems in the age of integrated client intelligence. With many firms reconsidering platforms, shifting from traditional tools to more flexible solutions, this discussion will tackle the critical questions: Why change now? Where does CRM sit in the broader business development ecosystem? And what data truly belongs in a CRM?

We’ll also address the need for CRM clarity: eliminating data sprawl, avoiding duplicate systems, and identifying the system of record. Attendees will leave with a clearer understanding of how to assess their CRM toolkit, define strategic goals, and streamline data flows for greater client insight and competitive edge.

OVERVIEW

This session will explore how law firms can leverage key performance indicators (KPIs) to sharpen client intelligence, improve internal decision-making, and ensure data integrity across systems. From setting meaningful internal KPIs to streamlining performance metrics that support client-facing outcomes, attendees will gain insight into building a data-driven culture that enhances both operational efficiency and client service. Learn best practices for defining, refining, and aligning KPIs to ensure measurable, strategic impact.

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Our Speaking Faculty

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Agenda

OVERVIEW