LEX Summit Agenda
Monday
- Mon
- Oct 26
- 8–9am
Breakfast
- Mon
- Oct 26
- 8:45–9:30am
Document Management 101 (including intro to FVDA)
- Mon
- Oct 26
- 8:45–9:30am
Working with Filevine AI/LOIS
- Mon
- Oct 26
- 8:45–9:30am
FVDA Advanced (Template Builder)
- Mon
- Oct 26
- 8:45–9:30am
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
- Mon
- Oct 26
- 8:45–9:30am
Paralegal Reporting
- Mon
- Oct 26
- 9:30–10:15am
Document Management 101 (including intro to FVDA) Workshop
- Mon
- Oct 26
- 9:30–10:15am
Working with Filevine AI/LOIS Workshop
- Mon
- Oct 26
- 9:30–10:15am
FVDA Advanced (Template Builder) Workshop
- Mon
- Oct 26
- 9:30–10:15am
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
- Mon
- Oct 26
- 9:30–10:15am
Paralegal Reporting Workshop
- Mon
- Oct 26
- 10:30–11am
Prompting For LOIS Console
- Mon
- Oct 26
- 10:30–11am
LOIS for Word (Playbooks)
- Mon
- Oct 26
- 10:30–11am
Keeping Your Organization Secure (Account Manager)
- Mon
- Oct 26
- 10:30–11am
Attorney Reporting
- Mon
- Oct 26
- 10:30–11am
Calendar Best Practices Workshop
- Mon
- Oct 26
- 11–11:45am
Prompting For LOIS Console Workshop
- Mon
- Oct 26
- 11–11:45am
LOIS for Word Workshop
- Mon
- Oct 26
- 11–11:45am
Medchron by Filevine
- Mon
- Oct 26
- 11–11:45am
Attorney Reporting Workshop
- Mon
- Oct 26
- 11–11:45am
Keeping Your Organization Secure (Account Manager) Workshop
- Mon
- Oct 26
- 12–1pm
Lunch
- Mon
- Oct 26
- 1–1:45pm
Working with Filevine AI/LOIS
- Mon
- Oct 26
- 1–1:45pm
Document Management 201
- Mon
- Oct 26
- 1–1:45pm
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
- Mon
- Oct 26
- 1–1:45pm
Financial Admins Reporting
- Mon
- Oct 26
- 1–1:45pm
Lead Docket 101
- Mon
- Oct 26
- 1:45–2:30pm
Working with Filevine AI/LOIS Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Document Management 201 Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Financial Admins Reporting Workshop
- Mon
- Oct 26
- 1:45–2:30pm
Lead Docket 101 Workshop
- Mon
- Oct 26
- 2:45–3:15pm
LOIS for Word (Playbooks)
- Mon
- Oct 26
- 2:45–3:15pm
Workflows 101
- Mon
- Oct 26
- 2:45–3:15pm
Keeping Your Organization Secure (Account Manager)
- Mon
- Oct 26
- 2:45–3:15pm
Attorney Reporting
- Mon
- Oct 26
- 2:45–3:15pm
Lead Docket Marketing Best Practices
- Mon
- Oct 26
- 3:15–4pm
LOIS for Word Workshop
- Mon
- Oct 26
- 3:15–4pm
Workflows 101 Workshop
- Mon
- Oct 26
- 3:15–4pm
Keeping Your Organization Secure (Account Manager) Workshop
- Mon
- Oct 26
- 3:15–4pm
Attorney Reporting Workshop
- Mon
- Oct 26
- 3:15–4pm
Lead Docket Reporting Workshop
- Mon
- Oct 26
- 6–8pm
Opening Cocktail Reception
Tuesday
- Tue
- Oct 27
- 1am–1:45pm
Deadline Chain Workshop
- Tue
- Oct 27
- 7–8am
Breakfast & Exhibitor Hour
- Tue
- Oct 27
- 8–8:30am
Ryan Anderson Welcome
- Tue
- Oct 27
- 8:30–9:30am
Michael Anderson & Filevine Product Team
- Tue
- Oct 27
- 9:30–10:15am
Dr. Cain Elliott & Filevine Futurists
- Tue
- Oct 27
- 10–10:45am
Overview of Advanced Tools
- Tue
- Oct 27
- 10–10:45am
Client Portal Workshop
- Tue
- Oct 27
- 10–10:45am
Integrations 101
- Tue
- Oct 27
- 10–10:45am
Vinesign (Template Setup and Use) Workshop
- Tue
- Oct 27
- 10–10:45am
Ask an Expert
- Tue
- Oct 27
- 10:15–10:45am
Break
- Tue
- Oct 27
- 10:45–11:30am
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
Speakers
Brent Wisner +
- Tue
- Oct 27
- 10:45–11:30am
Preparing for the Future: AI, Cybersecurity, and the LOIS Journey in Government
Speakers
Paul Davis +
- Tue
- Oct 27
- 10:45–11:30am
Crushing Chaos in the AI Era - Systematizing Your Firm for Scale and Profit
Speakers
Allison Williams +
- Tue
- Oct 27
- 10:45–11:30am
Filevine as a Living System: Building, Rebuilding, and Never Stopping (Demo Your Build)
Speakers
Mary Kathryn Davis +
Jesse McGee +
Laura Schultes +
- Tue
- Oct 27
- 11–11:45am
Depositions by Filevine 101
- Tue
- Oct 27
- 11–11:45am
Time and Billing for the Time Keeper
- Tue
- Oct 27
- 11–11:45am
Advanced Taskflow Workshop
- Tue
- Oct 27
- 11–11:45am
DataBridge 101
- Tue
- Oct 27
- 11–11:45am
Ask an Expert
- Tue
- Oct 27
- 11:40am–12:25pm
The Element of Surprise in Litigation and Trial
Speakers
Kimball Jones +
- Tue
- Oct 27
- 11:40am–12:25pm
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
- Tue
- Oct 27
- 11:40am–12:25pm
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
- Tue
- Oct 27
- 12:30–1:30pm
Lunch & Exhibitor Hour
- Tue
- Oct 27
- 1–1:45pm
Workflows 101
- Tue
- Oct 27
- 1–1:45pm
Document Management 201
- Tue
- Oct 27
- 1–1:45pm
Deadline Chain Workshop
- Tue
- Oct 27
- 1–1:45pm
Time and Billing for the Time Keeper Workshop
- Tue
- Oct 27
- 1–1:45pm
Ask an Expert
- Tue
- Oct 27
- 1:30–2:15pm
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Speakers
Robert J. Kopka +
Donna J. Markus +
Kent Rogers +
- Tue
- Oct 27
- 1:30–2:15pm
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
Speakers
Antonio C. Irizarry +
Lee Rudin +
- Tue
- Oct 27
- 1:30–2:15pm
From Resistance to Reliance: How Legal Teams Put LOIS to Work
Speakers
Ben Hanuka +
Nicholas Wearne +
- Tue
- Oct 27
- 2–2:45pm
Workflows 101 Workshop
- Tue
- Oct 27
- 2–2:45pm
Document Management 201 Workshop
- Tue
- Oct 27
- 2–2:45pm
Overview of Advanced Tools
- Tue
- Oct 27
- 2–2:45pm
Lead Docket Advanced
- Tue
- Oct 27
- 2–2:45pm
Ask an Expert
- Tue
- Oct 27
- 2:30–3:15pm
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
Speakers
Aaron Jophlin +
- Tue
- Oct 27
- 2:30–3:15pm
You Bought the Legal AI Tools. Now What?
Speakers
Christopher Carroll +
- Tue
- Oct 27
- 3:15–3:45pm
Break
- Tue
- Oct 27
- 3:45–4:45pm
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
Speakers
Kwame Christian +
- Tue
- Oct 27
- 4:45–6:30pm
Exhibitor Block
- Tue
- Oct 27
- 7–10pm
West Coast Welcome Party
Wednesday
- Wed
- Oct 28
- 7–8am
Breakfast & Exhibitor Hour
- Wed
- Oct 28
- 8–10am
Michael Anderson & Filevine Product Team
- Wed
- Oct 28
- 10–11am
Keynote Legal Speaker
- Wed
- Oct 28
- 10:45–11:30am
Document Management 101 (including intro to FVDA)
- Wed
- Oct 28
- 10:45–11:30am
Mass Actions Advanced Tools
- Wed
- Oct 28
- 10:45–11:30am
Timely 101
- Wed
- Oct 28
- 10:45–11:30am
Paralegal Reporting
- Wed
- Oct 28
- 10:45–11:30am
Ask an Expert
- Wed
- Oct 28
- 11–11:40am
Break & Exhibitor Block
- Wed
- Oct 28
- 11:40am–12:25pm
10 Ways to Supercharge Your Filevine
Speakers
Season Atkinson +
- Wed
- Oct 28
- 11:40am–12:25pm
One Platform, Every Matter: Breaking Down Legal Silos
Speakers
J.D. Kious +
- Wed
- Oct 28
- 12:30–1:30pm
Lunch & Exhibitor Hour
- Wed
- Oct 28
- 1–1:45pm
Document Management 101 (including intro to FVDA) Workshop
- Wed
- Oct 28
- 1–1:45pm
FVDA Advanced (Template Builder)
- Wed
- Oct 28
- 1–1:45pm
Financials/Payments/Invoicing for the Billing Admin
- Wed
- Oct 28
- 1–1:45pm
Paralegal Reporting Workshop
- Wed
- Oct 28
- 1–1:45pm
Ask an Expert
- Wed
- Oct 28
- 1:30–2:15pm
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
Speakers
Jacqueline Bretell +
- Wed
- Oct 28
- 1:30–2:15pm
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
Speakers
Joshua Esplin +
- Wed
- Oct 28
- 1:30–2:15pm
A Step-by-Step Look at Covista's Corporate AI Adoption Model
Speakers
Beatriz Galindo +
Suzanne Masó +
- Wed
- Oct 28
- 2–2:45pm
Deadline Chain Workshop
- Wed
- Oct 28
- 2–2:45pm
FVDA Advanced (Template Builder) Workshop
- Wed
- Oct 28
- 2–2:45pm
Periscope 101
- Wed
- Oct 28
- 2–2:45pm
Financials/Payments/Invoicing for the Billing Admin Workshop
- Wed
- Oct 28
- 2–2:45pm
Ask an Expert
- Wed
- Oct 28
- 2:15–2:30pm
Transition
- Wed
- Oct 28
- 2:30–3:15pm
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
Speakers
Blake H. Cole +
- Wed
- Oct 28
- 2:30–3:15pm
Rethinking Privacy and Security in the Age of AI
Speakers
Elaine F. Harwell +
Dean Sapp +
- Wed
- Oct 28
- 2:30–3:15pm
The Transactional Stack: How Starfield & Smith Runs Business Law on Filevine
Speakers
Jessica Conn +
Margaret Smith +
- Wed
- Oct 28
- 3–3:45pm
Prompting For LOIS Console Workshop
- Wed
- Oct 28
- 3–3:45pm
Depositions by Filevine 101
- Wed
- Oct 28
- 3–3:45pm
Periscope Build a Card Workshop
- Wed
- Oct 28
- 3–3:45pm
Mass Actions Advanced Tools
- Wed
- Oct 28
- 3–3:45pm
Ask an Expert
- Wed
- Oct 28
- 3:15–3:45pm
Break & Exhibitor Block
- Wed
- Oct 28
- 7–10pm
LEX Fest
Thursday
- Thu
- Oct 29
- 8–9am
Breakfast
8–9am
Breakfast
8:45–9:30am
Basecamp Breakout Session
- Document Management 101 (including intro to FVDA)Pacific Ballroom - Room 1
- Working with Filevine AI/LOISPacific Ballroom - Room 2
- FVDA Advanced (Template Builder)Pacific Ballroom - Room 3
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)Pacific Ballroom - Room 4
- Paralegal ReportingPacific Ballroom - Room 5
9:30–10:15am
Basecamp Breakout Session
- Document Management 101 (including intro to FVDA) WorkshopPacific Ballroom - Room 1
- Working with Filevine AI/LOIS WorkshopPacific Ballroom - Room 2
- FVDA Advanced (Template Builder) WorkshopPacific Ballroom - Room 3
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) WorkshopPacific Ballroom - Room 4
- Paralegal Reporting WorkshopPacific Ballroom - Room 5
10:30–11am
Basecamp Breakout Session
- Prompting For LOIS ConsolePacific Ballroom - Room 1
- LOIS for Word (Playbooks)Pacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager)Pacific Ballroom - Room 3
- Attorney ReportingPacific Ballroom - Room 4
- Calendar Best Practices WorkshopPacific Ballroom - Room 5
11–11:45am
Basecamp Breakout Session
- Prompting For LOIS Console WorkshopPacific Ballroom - Room 1
- LOIS for Word WorkshopPacific Ballroom - Room 2
- Medchron by FilevinePacific Ballroom - Room 3
- Attorney Reporting WorkshopPacific Ballroom - Room 4
- Keeping Your Organization Secure (Account Manager) WorkshopPacific Ballroom - Room 5
12–1pm
Lunch
1–1:45pm
Basecamp Breakout Session
- Working with Filevine AI/LOISPacific Ballroom - Room 1
- Document Management 201Pacific Ballroom - Room 2
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)Pacific Ballroom - Room 3
- Financial Admins ReportingPacific Ballroom - Room 4
- Lead Docket 101Pacific Ballroom - Room 5
1:45–2:30pm
Basecamp Breakout Session
- Working with Filevine AI/LOIS WorkshopPacific Ballroom - Room 1
- Document Management 201 WorkshopPacific Ballroom - Room 2
- Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) WorkshopPacific Ballroom - Room 3
- Financial Admins Reporting WorkshopPacific Ballroom - Room 4
- Lead Docket 101 WorkshopPacific Ballroom - Room 5
2:45–3:15pm
Basecamp Breakout Session
- LOIS for Word (Playbooks)Pacific Ballroom - Room 1
- Workflows 101Pacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager)Pacific Ballroom - Room 3
- Attorney ReportingPacific Ballroom - Room 4
- Lead Docket Marketing Best PracticesPacific Ballroom - Room 5
3:15–4pm
Basecamp Breakout Session
- LOIS for Word WorkshopPacific Ballroom - Room 1
- Workflows 101 WorkshopPacific Ballroom - Room 2
- Keeping Your Organization Secure (Account Manager) WorkshopPacific Ballroom - Room 3
- Attorney Reporting WorkshopPacific Ballroom - Room 4
- Lead Docket Reporting WorkshopPacific Ballroom - Room 5
6–8pm
Activity
1am–1:45pm
Basecamp Breakout Session
- Deadline Chain WorkshopPacific Ballroom - Room 3
7–8am
Breakfast & Exhibitor Hour
8–10:15am
General Session
- Ryan Anderson WelcomeGrand Ballroom
- Michael Anderson & Filevine Product TeamGrand Ballroom
- Dr. Cain Elliott & Filevine FuturistsGrand Ballroom
10–10:45am
Basecamp Breakout Session
- Overview of Advanced ToolsPacific Ballroom - Room 1
- Client Portal WorkshopPacific Ballroom - Room 2
- Integrations 101Pacific Ballroom - Room 3
- Vinesign (Template Setup and Use) WorkshopPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
10:15–10:45am
Break
10:45–11:30am
Breakout Session
- What I Wish I Had Known: Trial Skills from the Courtroom's EdgeGrand Ballroom
- Preparing for the Future: AI, Cybersecurity, and the LOIS Journey in GovernmentMarina Ballroom - G
- Crushing Chaos in the AI Era - Systematizing Your Firm for Scale and ProfitSan Diego Ballroom - Salon A + B
- Filevine as a Living System: Building, Rebuilding, and Never Stopping (Demo Your Build)San Diego Ballroom - Salon C
11–11:45am
Basecamp Breakout Session
- Depositions by Filevine 101Pacific Ballroom - Room 1
- Time and Billing for the Time KeeperPacific Ballroom - Room 2
- Advanced Taskflow WorkshopPacific Ballroom - Room 3
- DataBridge 101Pacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
11:40am–12:25pm
Breakout Session
- The Element of Surprise in Litigation and TrialGrand Ballroom
- One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa CountyMarina Ballroom - G
- The Prompt Playbook: Practical AI Skills for Modern Legal TeamsSan Diego Ballroom - Salon A + B
12:30–1:30pm
Lunch & Exhibitor Hour
1–1:45pm
Basecamp Breakout Session
- Workflows 101Pacific Ballroom - Room 1
- Document Management 201Pacific Ballroom - Room 2
- Deadline Chain WorkshopPacific Ballroom - Room 3
- Time and Billing for the Time Keeper WorkshopPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
1:30–2:15pm
Breakout Session
- AI on Trial: How Plaintiff & Defense Are Reshaping Legal PracticeGrand Ballroom
- From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
- From Resistance to Reliance: How Legal Teams Put LOIS to Work
2–2:45pm
Basecamp Breakout Session
- Workflows 101 WorkshopPacific Ballroom - Room 1
- Document Management 201 WorkshopPacific Ballroom - Room 2
- Overview of Advanced ToolsPacific Ballroom - Room 3
- Lead Docket AdvancedPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
2:30–3:15pm
Breakout Session
- From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
- You Bought the Legal AI Tools. Now What?
3:15–3:45pm
Break
3:45–4:45pm
General Session
- Kwame Christian: Best-selling Author, Keynote Speaker, and CEOGrand Ballroom
4:45–6:30pm
Exhibitor Block
7–10pm
Activity
7–8am
Breakfast & Exhibitor Hour
8–11am
General Session
- Michael Anderson & Filevine Product Team
- Keynote Legal SpeakerGrand Ballroom
10:45–11:30am
Basecamp Breakout Session
- Document Management 101 (including intro to FVDA)Pacific Ballroom - Room 1
- Mass Actions Advanced ToolsPacific Ballroom - Room 2
- Timely 101Pacific Ballroom - Room 3
- Paralegal ReportingPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
11–11:40am
Break & Exhibitor Block
11:40am–12:25pm
Breakout Session
- 10 Ways to Supercharge Your FilevineSan Diego Ballroom - Salon A + B
- One Platform, Every Matter: Breaking Down Legal SilosSan Diego Ballroom - Salon C
12:30–1:30pm
Lunch & Exhibitor Hour
1–1:45pm
Basecamp Breakout Session
- Document Management 101 (including intro to FVDA) WorkshopPacific Ballroom - Room 1
- FVDA Advanced (Template Builder)Pacific Ballroom - Room 2
- Financials/Payments/Invoicing for the Billing AdminPacific Ballroom - Room 3
- Paralegal Reporting WorkshopPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
1:30–2:15pm
Breakout Session
- Glow Up or Blow Up: From Settlement Focused to Verdict DrivenGrand Ballroom
- AI in the Trenches: Efficiency, Ethics, and the Future of Legal WorkMarina Ballroom - G
- A Step-by-Step Look at Covista's Corporate AI Adoption ModelSan Diego Ballroom - Salon C
2–2:45pm
Basecamp Breakout Session
- Deadline Chain WorkshopPacific Ballroom - Room 1
- FVDA Advanced (Template Builder) WorkshopPacific Ballroom - Room 2
- Periscope 101Pacific Ballroom - Room 3
- Financials/Payments/Invoicing for the Billing Admin WorkshopPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
2:15–2:30pm
Transition
2:30–3:15pm
Breakout Session
- The Deposition Advantage: Turning Testimony into Action with Depo CoPilotGrand Ballroom
- Rethinking Privacy and Security in the Age of AISan Diego Ballroom - Salon A + B
- The Transactional Stack: How Starfield & Smith Runs Business Law on FilevineSan Diego Ballroom - Salon C
3–3:45pm
Basecamp Breakout Session
- Prompting For LOIS Console WorkshopPacific Ballroom - Room 1
- Depositions by Filevine 101Pacific Ballroom - Room 2
- Periscope Build a Card WorkshopPacific Ballroom - Room 3
- Mass Actions Advanced ToolsPacific Ballroom - Room 4
- Ask an ExpertPacific Ballroom - Room 5
3:15–3:45pm
Break & Exhibitor Block
7–10pm
Activity
8–9am
Breakfast
Monday, Oct. 26
8–9am
Breakfast
8:45–9:30am
Document Management 101 (including intro to FVDA)
8:45–9:30am
Working with Filevine AI/LOIS
8:45–9:30am
FVDA Advanced (Template Builder)
8:45–9:30am
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
8:45–9:30am
Paralegal Reporting
9:30–10:15am
Document Management 101 (including intro to FVDA) Workshop
9:30–10:15am
Working with Filevine AI/LOIS Workshop
9:30–10:15am
FVDA Advanced (Template Builder) Workshop
9:30–10:15am
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
9:30–10:15am
Paralegal Reporting Workshop
10:30–11am
Prompting For LOIS Console
10:30–11am
LOIS for Word (Playbooks)
10:30–11am
Keeping Your Organization Secure (Account Manager)
10:30–11am
Attorney Reporting
10:30–11am
Calendar Best Practices Workshop
11–11:45am
Prompting For LOIS Console Workshop
11–11:45am
LOIS for Word Workshop
11–11:45am
Medchron by Filevine
11–11:45am
Attorney Reporting Workshop
11–11:45am
Keeping Your Organization Secure (Account Manager) Workshop
12–1pm
Lunch
1–1:45pm
Working with Filevine AI/LOIS
1–1:45pm
Document Management 201
1–1:45pm
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor)
1–1:45pm
Financial Admins Reporting
1–1:45pm
Lead Docket 101
1:45–2:30pm
Working with Filevine AI/LOIS Workshop
1:45–2:30pm
Document Management 201 Workshop
1:45–2:30pm
Building and Maintaining Your Filevine Environment (Contacts & Customs Editor) Workshop
1:45–2:30pm
Financial Admins Reporting Workshop
1:45–2:30pm
Lead Docket 101 Workshop
2:45–3:15pm
LOIS for Word (Playbooks)
2:45–3:15pm
Workflows 101
2:45–3:15pm
Keeping Your Organization Secure (Account Manager)
2:45–3:15pm
Attorney Reporting
2:45–3:15pm
Lead Docket Marketing Best Practices
3:15–4pm
LOIS for Word Workshop
3:15–4pm
Workflows 101 Workshop
3:15–4pm
Keeping Your Organization Secure (Account Manager) Workshop
3:15–4pm
Attorney Reporting Workshop
3:15–4pm
Lead Docket Reporting Workshop
6–8pm
Opening Cocktail Reception
Tuesday, Oct. 27
1am–1:45pm
Deadline Chain Workshop
7–8am
Breakfast & Exhibitor Hour
General Session 1
8–8:30am
Ryan Anderson Welcome
8:30–9:30am
Michael Anderson & Filevine Product Team
9:30–10:15am
Dr. Cain Elliott & Filevine Futurists
10–10:45am
Overview of Advanced Tools
10–10:45am
Client Portal Workshop
10–10:45am
Integrations 101
10–10:45am
Vinesign (Template Setup and Use) Workshop
10–10:45am
Ask an Expert
10:15–10:45am
Break
Breakout 3
10:45–11:30am
What I Wish I Had Known: Trial Skills from the Courtroom's Edge
10:45–11:30am
Preparing for the Future: AI, Cybersecurity, and the LOIS Journey in Government
10:45–11:30am
Crushing Chaos in the AI Era - Systematizing Your Firm for Scale and Profit
10:45–11:30am
Filevine as a Living System: Building, Rebuilding, and Never Stopping (Demo Your Build)
11–11:45am
Depositions by Filevine 101
11–11:45am
Time and Billing for the Time Keeper
11–11:45am
Advanced Taskflow Workshop
11–11:45am
DataBridge 101
11–11:45am
Ask an Expert
Breakout 5
11:40am–12:25pm
The Element of Surprise in Litigation and Trial
11:40am–12:25pm
One Office, Every Client: Managing Litigation, Advice Work, and Business Intelligence Inside Filevine at Napa County
11:40am–12:25pm
The Prompt Playbook: Practical AI Skills for Modern Legal Teams
12:30–1:30pm
Lunch & Exhibitor Hour
1–1:45pm
Workflows 101
1–1:45pm
Document Management 201
1–1:45pm
Deadline Chain Workshop
1–1:45pm
Time and Billing for the Time Keeper Workshop
1–1:45pm
Ask an Expert
1:30–2:15pm
AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice
Breakout 7
1:30–2:15pm
From Intake to Lifelong Clients - Modern Legal Marketing on Both Sides of the Case
1:30–2:15pm
From Resistance to Reliance: How Legal Teams Put LOIS to Work
2–2:45pm
Workflows 101 Workshop
2–2:45pm
Document Management 201 Workshop
2–2:45pm
Overview of Advanced Tools
2–2:45pm
Lead Docket Advanced
2–2:45pm
Ask an Expert
Breakout 9
2:30–3:15pm
From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts
2:30–3:15pm
You Bought the Legal AI Tools. Now What?
3:15–3:45pm
Break
General Session 2
3:45–4:45pm
Kwame Christian: Best-selling Author, Keynote Speaker, and CEO
4:45–6:30pm
Exhibitor Block
7–10pm
West Coast Welcome Party
Wednesday, Oct. 28
7–8am
Breakfast & Exhibitor Hour
General Session 1
8–10am
Michael Anderson & Filevine Product Team
10–11am
Keynote Legal Speaker
10:45–11:30am
Document Management 101 (including intro to FVDA)
10:45–11:30am
Mass Actions Advanced Tools
10:45–11:30am
Timely 101
10:45–11:30am
Paralegal Reporting
10:45–11:30am
Ask an Expert
11–11:40am
Break & Exhibitor Block
Breakout 2
11:40am–12:25pm
10 Ways to Supercharge Your Filevine
11:40am–12:25pm
One Platform, Every Matter: Breaking Down Legal Silos
12:30–1:30pm
Lunch & Exhibitor Hour
1–1:45pm
Document Management 101 (including intro to FVDA) Workshop
1–1:45pm
FVDA Advanced (Template Builder)
1–1:45pm
Financials/Payments/Invoicing for the Billing Admin
1–1:45pm
Paralegal Reporting Workshop
1–1:45pm
Ask an Expert
Breakout 4
1:30–2:15pm
Glow Up or Blow Up: From Settlement Focused to Verdict Driven
1:30–2:15pm
AI in the Trenches: Efficiency, Ethics, and the Future of Legal Work
1:30–2:15pm
A Step-by-Step Look at Covista's Corporate AI Adoption Model
2–2:45pm
Deadline Chain Workshop
2–2:45pm
FVDA Advanced (Template Builder) Workshop
2–2:45pm
Periscope 101
2–2:45pm
Financials/Payments/Invoicing for the Billing Admin Workshop
2–2:45pm
Ask an Expert
2:15–2:30pm
Transition
Breakout 6
2:30–3:15pm
The Deposition Advantage: Turning Testimony into Action with Depo CoPilot
2:30–3:15pm
Rethinking Privacy and Security in the Age of AI
2:30–3:15pm
The Transactional Stack: How Starfield & Smith Runs Business Law on Filevine
3–3:45pm
Prompting For LOIS Console Workshop
3–3:45pm
Depositions by Filevine 101
3–3:45pm
Periscope Build a Card Workshop
3–3:45pm
Mass Actions Advanced Tools
3–3:45pm
Ask an Expert
3:15–3:45pm
Break & Exhibitor Block
7–10pm
LEX Fest
Thursday, Oct. 29
8–9am
Breakfast
Don’t miss out





























