LEX Summit Agenda
Basecamp Only
General
Basecamp Only
General
Basecamp Only
Basecamp Only
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As a former litigator, Ryan Anderson designed Filevine with the end user in mind, focusing on unlocking customer and user efficiency by optimizing automation of technology. Today, Filevine is rated as one of the top automation tools for legal work for a diverse range of organizations by size and function, and is set on a continual path of growth. Ryan led Filevine’s acquisition of both Lead Docket, the top lead intake management solution for law firms, and Outlaw, the most innovative contract and document platform on the market. In 2020, Ryan was named CEO of the Year by Utah Business. Ryan is a proud husband and father of six children and resides in Salt Lake City, Utah. Ryan earned his law degree from Brigham Young University in Provo, Utah. His goal is to provide a comprehensive solution to business leaders in search of a workflow transformation solution.

Suzanne Masó is a highly accomplished legal operations and contract management professional with over 15 years of experience in commercial and government transactions.
Currently, Suzanne serves as the Director of Legal Operations at Adtalem Global Education, Inc., where she is responsible for developing and executing the legal department's mission and operations plan. Her role includes managing the legal operations team, overseeing the department budget, and coordinating with finance, HR, IT, and supply chain partners.
Prior to her current role, Suzanne held various positions at OneSpan Inc., Hill-Rom Holdings, Orbitz Worldwide and Jet Support Services. Her experience includes managing global teams, corporate governance, leading ESG programs, and implemented company-wide contract lifecycle management systems.
Suzanne holds a Master of Science in Law from Pritzker School of Law Northwestern University, a Master of Urban Planning and Policy from the University of Illinois at Chicago, and a Bachelor of Arts in History from DePaul University.

Michael Anderson is the Chief Product Officer at Filevine. Michael has had a career in digital transformation work straddling technology and finance industries. He specializes in analytics, technology solutioning, and implementation. Prior experience includes leadership roles in global credit risk analytics at Goldman Sachs and product support at Qualtrics. Michael holds a BA from Brigham Young University in International Relations and an MA in International Economics from Johns Hopkins University School of Advanced International Studies.
As a former litigator, Ryan Anderson designed Filevine with the end user in mind, focusing on unlocking customer and user efficiency by optimizing automation of technology. Today, Filevine is rated as one of the top automation tools for legal work for a diverse range of organizations by size and function, and is set on a continual path of growth. Ryan led Filevine’s acquisition of both Lead Docket, the top lead intake management solution for law firms, and Outlaw, the most innovative contract and document platform on the market. In 2020, Ryan was named CEO of the Year by Utah Business. Ryan is a proud husband and father of six children and resides in Salt Lake City, Utah. Ryan earned his law degree from Brigham Young University in Provo, Utah. His goal is to provide a comprehensive solution to business leaders in search of a workflow transformation solution.

Donna Markus is the Chief Operating Officer at Kopka Law Group, an award-winning insurance defense law firm. She has served in this role since 2015, where she manages the daily business across nine professional offices in five states. In her role, she works closely with the managing partners, legal operations managers, and other department heads to support the growth and success of the firm.
She also develops and maintains relationships outside of the firm with nationally known clients ranging from insurance carriers, third-party administrators, retail and restaurant establishments, and corporations. During her time as COO, the firm’s growth has exceeded 10% each year and doubled revenue. Donna is very active with CLM where she is on a steering committee to improve the relationship between industry leaders and Insurance Defense Firms.
Donna has worked her way up since 2010, when she was hired as Kopka Law Group’s Legal Services Biller. From there, she was promoted to Billing Manager, to Assistant Controller, Controller, and now Chief Operating Officer. Throughout her career at Kopka Law Group, she has focused on efficiency and streamlining the administrative roles within the firm.
Outside of her day-to-day firm responsibilities, Donna works tirelessly to create an inclusive firm culture. She is often asked to speak about building a healthy office culture as well as remote working environments.
Donna obtained her M.B.A. in Business Administration from Southern Illinois University of Edwardsville and her B.A. in Business Management from the University of Wisconsin Stout. She also has a minor in Graphic Design. She currently lives in Wisconsin with her husband and her two daughters.

Beatriz Galindo is the Senior Compliance Paralegal for Adtalem’s Integrity & Compliance (I&C) division, where she leads the design, implementation, and oversight of global compliance programs across key areas including ethics, international law, anti-bribery and corruption, privacy and information governance (with a focus on Artificial Intelligence), and marketing legal compliance. She supports the enterprise-wide Code of Conduct and manages Adtalem’s ethics reporting hotline, fostering a culture rooted in integrity and accountability.
With a strong emphasis on the role of compliance in organizational success, Beatriz collaborates across internal teams to align standards and deliver impactful training and communication initiatives. Her previous roles include Director of Compliance in the telemedicine, healthcare, and pharmaceutical industries, as well as extensive experience in credentialing, training, litigation, and corporate governance.
- Mon
- Sep 29
- 7:30 a.m.–8:30 a.m.
Breakfast
Location
Imperial A / B- Mon
- Sep 29
- 8:30 a.m.–5 p.m.
LEX Basecamp I - Beginner
| Time | Topic | Description |
| 8:30 | Welcome to Basecamp! | Review how the day will flow, the available options for a curated learning experience, and how to recieve your CLE credits. |
| 8:45 | Welcome to Filevine: Your Resource Roadmap | This session will provide an overview of the available components of your Filevine system and their use cases and benefits. Will also review general navigation and an overview of the full suite of available Filevine products. |
| 9:30 | Mastering Communication: Using Filevine's built-in Tools for Internal and External Communications | Learn how to use and optimize Filevine's built in communication tools to improve connection across your team, improve workflows, and increase efficiency. This session will cover use of the NEW feed tools and all activity items with a focus on the NEW Client Portal! |
| 10:15 | Break | |
| 10:30 | Taming the Paper Trail: Doc Management Made Easy | Learn how to use and optimize Docs+ and Filevine's built in document management and searching tools to unlock ultimate efficiency in your workflow. |
| 11:00 | Data Done Right: Intro to Reporting | Learn how to use and optimize Filevine's built-in Reporting tools. Will cover how to view, manage, and share Saved Reports, and how to best use the Report Builder to get the most out of your Filevine data. (This is for beginners, no reporting experience required.) |
| 11:20 | Overview of Filevine's Billing Tools | Learn how to record billable work, draft and send invoices, take and record payments and manage retainer/trust balances all within Filevine! |
| 11:40 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 12:00 | Lunch | |
| 1:00 | Curate Your Filevine Experience with Customs Editor | Learn how to create and manage sections, fields, folders and vitals within your project templates. |
| 1:45 | Dive Into Dynamic Templates to Supercharge Document Drafting with FVDA | Learn how to use Filevine Document Assembly (FVDA) through Outlaw to build and edit templates for a faster, smoother document drafting process. This is for beginners, no FVDA knowledge required. |
| 2:15 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 2:30 | Break | |
| 2:45 | Meet Deadlines, Stress Less, Achieve More: Deadline and Calendar Management | Learn how to use and optimize Filevine's built-in Deadline management tools. Review the use of deadline fields, deadline chains and the built -in deadline section, and how they interact with the calendar and reminders. |
| 3:15 | Automate the Routine with Taskflows | -Coming Soon- |
| 3:45 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 4:30 | END OF DAY ONE |
Location
Imperial A- Mon
- Sep 29
- 8:30 a.m.–5 p.m.
LEX Basecamp II - Intermediate
| Time | Topic | Description |
| 8:30 | Welcome to Basecamp! | Review how the day will flow, the available options for a curated learning experience, and how to receive your CLE credits. |
| 8:45 | Welcome to Filevine! | This session will provide an overview of the avaialble tools and components of your Filevine system. Will review the full lifecycle of using all Filevine products from intake to reporting. |
| 9:30 | Understanding and Maintaining Admin Access and Account Manager | Learn the differences between all available Admin permissions and access, and take a deep dive into Account Manager. |
| 10:15 | BREAK | |
| 10:30 | Dive Into Dynamic Templates to Supercharge Document Drafting with FVDA | Learn how to use Filevine Document Assembly (FVDA) through Outlaw to build and edit templates for a faster, smoother document drafting process. This is for Advanced users, some FVDA knowledge required. |
| 11:15 | Control Your Document Chaos: Mastering Global Docs and Search | Learn how to best explore, sort, and search through your Documents using Filevine's Global Documents tool. |
| 11:45 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 12:00 | LUNCH | |
| 1:00 | Payments Made Simple: Fee Management with Filevine | Learn how to set up and use Filevine's built-in BIlling tools for maximum success. This session will cover both the pre-bill and payments workflow. |
| 2:00 | Power Moves: Mass Update Tools | From Data to Users, learn how and when to use Filevine's built-in bulk update tools for fast and streamlined project management! |
| 2:30 | BREAK | |
| 2:45 | Keeping Your Inbox Empty: Setup Client Portal for Maximum Communication Efficiency | Learn how to keep your inbox empty and upgrade your external communication! This session will walk though how to setup and customize your built-in Client Portal tools for maximum communication efficiency. |
| 3:15 | AI in Filevine: From Intake to Insight | From Doc Review to SidebarAI to MedChron, the AI tools at your fingertips within Filevine will increase productivity and save time and money, all while keeping your information safe using the Filevine security you know and love! Learn all about Filevine's current AI offerings and how to easily implement them into your Org. |
| 4:00 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 4:30 | END OF DAY |
Location
Imperial B- Mon
- Sep 29
- 8:30 a.m.–5 p.m.
LEX Basecamp III - Expert
| Time | Topic | Description |
| 8:30 | Welcome to Basecamp! | Review how the day will flow, the available options for a curated learning experience, and how to receive your CLE credits. |
| 8:45 | Deep Dive: AI Tools in Filevine | From Doc Review to SidebarAI to MedChron, the AI tools at your fingertips within Filevine will increase productivity and save time and money, all while keeping your information safe using the Filevine security you know and love! Learn all about Filevine's current AI offerings and how to easily implement them into your Org. |
| 9:30 | Dive into Dynamic Templates to Supercharge Document Drafting with FVDA | Learn how to use Filevine Document Assembly (FVDA) through Outlaw to build and edit templates for a faster, smoother document drafting process. This is for Experts users, existing FVDA knowledge required. |
| 10:15 | BREAK | |
| 10:30 | Working with API's and Personal Access Tokens | This session will review what a Personal Access Token (PAT) is, why and how they are beneficial as well as how to use them in conjuction with managing integrations and automations. |
| 11:30 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 12:00 | LUNCH | |
| 1:00 | Data Done Right: Take Reporting to the Next Level | Learn how to use and optimize Filevine's built-in Reporting tools such as Report and Collection Exports, Report Fusions, and how to connect and utilize Periscope, a tool used to analyze and visualize data to provide insights that support business decision-making. (This is for advanced and expert users, existing reporting knowledge required.) |
| 2:00 | Ask an Expert: Troubleshooting Top ET Questions | Go behind the scenes of the Expert Team, and learn about their processes and troubleshooting. Deep dive into the most Frequently Asked Questions they recieve and their solutions! |
| 2:30 | BREAK | |
| 2:45 | Managing Depositions in Filevine | Learn all about Filevine's latest AI powered tool to schedule, notice, analyze, manage and review Depositions in real time. |
| 3:30 | Q&A | Put into practice what you learned! Talk to the experts in your room for real time help and assistance. |
| 4:30 | END OF DAY |
Location
Grand Salon- Mon
- Sep 29
- 6 p.m.–8 p.m.
Hosted Government Networking Event
- Tue
- Sep 30
- 7:30 a.m.–8:30 a.m.
Breakfast
Location
Imperial A / B- Tue
- Sep 30
- 8:30 a.m.–9 a.m.
Welcome to LEX Summit 2025 with CEO Ryan Anderson
Speakers
Location
Grand Ballroom- Tue
- Sep 30
- 9:05 a.m.–10 a.m.
Vanessa Van Edwards - Charismatic Communication: The Art and Science of Presence, Confidence & Trust
Location
Grand Ballroom- Tue
- Sep 30
- 10 a.m.–10:30 a.m.
Break
- Tue
- Sep 30
- 10:30 a.m.–11:15 a.m.
The Backbone of a Modern Law Firm with Filevine
Location
Grand Ballroom- Tue
- Sep 30
- 10:30 a.m.–11:15 a.m.
Rapid-Fire Solutions Showcase: 9 Proven Filevine Strategies That Drive Real Results
Location
Grand Salon- Tue
- Sep 30
- 10:30 a.m.–11:15 a.m.
Rebuilding for Impact: How One Legal Ops Leader Transformed a Fortune 500’s Outdated Infrastructure
Location
Imperial A- Tue
- Sep 30
- 10:30 a.m.–11:15 a.m.
AI, Justice, and the Future of Law: Ethics & Innovation
Location
Imperial B- Tue
- Sep 30
- 11:25 a.m.–12:10 p.m.
Mine Your 9-figure Cases Using Filevine
Location
Grand Ballroom- Tue
- Sep 30
- 11:25 a.m.–12:10 p.m.
Profit with Purpose: Financing a Passion-Driven Law Firm
Location
Grand Salon- Tue
- Sep 30
- 11:25 a.m.–12:10 p.m.
Innovation Starts with Culture: Scaling with Soul
Location
Imperial A- Tue
- Sep 30
- 11:25 a.m.–12:10 p.m.
Family, Firm, and the Future: Thriving Together Across Generations
Location
Imperial B- Tue
- Sep 30
- 12:10 p.m.–1:30 p.m.
Lunch
Location
Imperial A / B- Tue
- Sep 30
- 1:30 p.m.–2:15 p.m.
Filevine Your Way: Three Firms, Three Builds & Endless Possibilities
Anaiah Palmer will share an immigration-focused build designed to handle complex case management at scale.
Nicole Edwards will highlight a system tailored for workers’ compensation and SSDI cases.
William Kelley will demonstrate a multi-practice build that supports diverse legal teams under one roof.
Each presenter will offer a 15-minute walkthrough, giving you practical ideas, creative solutions, and inspiration for reimagining your own Filevine build.
Location
Grand Ballroom- Tue
- Sep 30
- 1:30 p.m.–2:15 p.m.
Business of Law: AI-Powered Management in the Palm of Your Hand
Location
Grand Salon- Tue
- Sep 30
- 1:30 p.m.–2:15 p.m.
Tech Stack Tune-Up: How to Audit, Optimize, and Advance Your Firm’s Tools
Location
Imperial A- Tue
- Sep 30
- 1:30 p.m.–2:15 p.m.
PFAS: A National Health Crisis- and the path forward with MTMC & Filevine
Location
Imperial B- Tue
- Sep 30
- 2:25 p.m.–3:10 p.m.
Your IT Delivery Platform
Presenters:
Lindsey Bond - Account Manager (Filevine)Tyler McCann - Account Manager (Filevine)
Josh Hostilo - Director, Product (Filevine)
Jonathan Koduru - Senior Product Manager (Filevine)
Christian Carter - Product Manager | Principal, Product Solutions (Filevine)
Location
Grand Ballroom- Tue
- Sep 30
- 2:25 p.m.–3:10 p.m.
Risks, Rewards, and Regulations: AI’s Impact on Government and Policy
Location
Imperial A- Tue
- Sep 30
- 2:25 p.m.–3:10 p.m.
Win, Win, Win: Mastering Intake, Referrals, and Marketing for Explosive Growth
Location
Imperial B- Tue
- Sep 30
- 3:10 p.m.–3:40 p.m.
Break
- Tue
- Sep 30
- 3:40 p.m.–4:40 p.m.
Product Keynote with Michael Anderson, Chief Product Officer
Speakers
Location
Grand Ballroom- Tue
- Sep 30
- 4:40 p.m.–5:10 p.m.
LEX Luminaries: Celebrating Brilliance in the Legal Community
Location
Grand Ballroom- Tue
- Sep 30
- 6 p.m.–9 p.m.
Opening Party
Location
Courtyard- Wed
- Oct 1
- 7:30 a.m.–8:30 a.m.
Breakfast
Location
Imperial A / B- Wed
- Oct 1
- 8:30 a.m.–9:15 a.m.
AI Revolution: Depositions by Filevine
Location
Grand Ballroom- Wed
- Oct 1
- 9:15 a.m.–10 a.m.
The Age of Spiritual Machines and the Law with Dr. Cain Elliott, Chief Legal Futurist
Location
Grand Ballroom- Wed
- Oct 1
- 10 a.m.–10:30 a.m.
Break
- Wed
- Oct 1
- 10:30 a.m.–11:15 a.m.
Case Study: How Lerner & Rowe Leveraged Lexamica to Optimize Referral Management
Location
Grand Ballroom- Wed
- Oct 1
- 10:30 a.m.–11:15 a.m.
Configurable, Collaborative, Compliant: Filevine in a Multi-Disciplinary Environment
Speakers
Location
Grand Salon- Wed
- Oct 1
- 10:30 a.m.–11:15 a.m.
Defending the Modern Law Firm Against Cyber Threats
Speakers
Location
Imperial A- Wed
- Oct 1
- 10:30 a.m.–11:15 a.m.
Release the Epstein Files: Leveraging Public Relations Companies to Explode your Marketing
Location
Imperial B- Wed
- Oct 1
- 11:25 a.m.–12:10 p.m.
Top Ten Toxic Traits in Your Law Firm
Location
Grand Ballroom- Wed
- Oct 1
- 11:25 a.m.–12:10 p.m.
Lead or Be Left Behind: Leadership During Rapid Firm Expansion
Location
Grand Salon- Wed
- Oct 1
- 11:25 a.m.–12:10 p.m.
The State of Cybersecurity in Legal: Ransomware, AI, and What Firms Must Know Now
Location
Imperial A- Wed
- Oct 1
- 11:25 a.m.–12:10 p.m.
Case Study: Filevine for Case & Practice Management in Immigration Law
Location
Imperial B- Wed
- Oct 1
- 12:10 p.m.–1:30 p.m.
Lunch
Location
Imperial A / B- Wed
- Oct 1
- 1:30 p.m.–2:15 p.m.
Scaling Smarter: How AI and Filevine Transformed a Growing Law Firm
Location
Grand Ballroom- Wed
- Oct 1
- 1:30 p.m.–2:15 p.m.
Optimize and Automate Financial Operations
Location
Grand Salon- Wed
- Oct 1
- 1:30 p.m.–2:15 p.m.
From Data to Policy: How Public Defenders Are Modernizing with Filevine
Location
Imperial A- Wed
- Oct 1
- 1:30 p.m.–2:15 p.m.
Smart Social: Purpose-Driven Marketing in the Modern Law Firm
Location
Imperial B- Wed
- Oct 1
- 2:25 p.m.–3:10 p.m.
Transforming Client Relationships with Filevine
Presenters:
Stefanie Minter - Product Manager (Filevine))Ashley Renlund - Director, Product (Filevine)
Stu Jardine - Senior Product Manager (Filevine)
Jonathan Koduru - Senior Product Manager (Filevine)
Josh Hostilo - Director, Product (Filevine)
Location
Grand Ballroom- Wed
- Oct 1
- 2:25 p.m.–3:10 p.m.
Leading Through Change: Building a Resilient Legal Practice
Location
Imperial A- Wed
- Oct 1
- 2:25 p.m.–3:10 p.m.
AI as Empowerment: Modernizing Law Firms with Filevine
Location
Imperial B- Wed
- Oct 1
- 3:10 p.m.–3:40 p.m.
Break
- Wed
- Oct 1
- 3:40 p.m.–4:25 p.m.
Inside the Mind of a Powerhouse Litigator: A Conversation with Alex Spiro
Location
Grand Ballroom- Wed
- Oct 1
- 4:25 p.m.–5:25 p.m.
The Many Lives of Bob Odenkirk: What Lawyers Can Learn
Location
Grand Ballroom- Wed
- Oct 1
- 5:25 p.m.–5:30 p.m.
LEX Summit 2025 Farewell with CEO Ryan Anderson
Speakers
Location
Grand Ballroom- Wed
- Oct 1
- 6:30 p.m.–10 p.m.
LEX Fest
Location
Gallivan Center- Thu
- Oct 2
- 7:30 a.m.–8:30 a.m.
Breakfast
Location
Imperial A / B- Thu
- Oct 2
- 8:30 a.m.–noon
Basecamp - Advanced & AI Highlights
| Time | Topic | Description |
| 8:30 | Resource Roadmap & Overview of the Day | Review how the day will flow and the available session options. |
| 8:45 | Explore the Future of AI | Join Chief Legal Futurist, Dr. Cain Elliott as we deep dive into the future of legal tech with Filevine's AI. |
| 9:15 | Deep Dive into Filevine AI | Explore, understand, and implement Filevine's AI offerings. Uncover best practices and tips and tricks directly from the Experts! |
| 9:45 | Take the Dread out of Demands with DemandsAI | Learn all about Filevine's AI tool - a document workflow for automatically drafting demand letters via an AI assistant leveraging both Filevine and Outlaw. |
| 10:15 | Break | |
| 10:30 | Payments Made Simple: Fee Management with Filevine | Learn how to set up and use Filevine's built-in BIlling tools for maximum success. This session will cover both the pre-bill and payments workflow. |
| 11:00 | Beyond the Invoice: Unlocking Business Growth with Billing Data Analytics | Learn how to incorporate Filevine's Billing Reduction AI Analysis tool for better data, pattern and discrepancy realization. |
| 11:30 | Ask An Expert: Sneak Peek into the process of troubleshooting issues and Frequently Asked Questions. | Go behind the scenes of the Expert Team and Support Team, and learn about their processes and troubleshooting. Deep dive into the most Frequently Asked Questions and how to find solutions! |
| 12:00 | END OF DAY |
Location
Imperial A- Thu
- Oct 2
- 8:30 a.m.–noon
Basecamp - Product Deep Dive
| Time | Topic | Description |
| 8:30 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 8:45 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 9:15 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 9:45 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 10:15 | BREAK | |
| 10:30 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 11:00 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 11:30 | Product Keynote Review and Q&A | To be revealed Wednesday afternoon. |
| 12:00 | END OF DAY |
Location
Imperial B- Thu
- Oct 2
- 8:30 a.m.–noon
