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

See More
  • 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

See More
  • 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

See More
  • 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

See More
  • 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

See More
  • 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

See More
  • 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

See More
  • 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

See More
  • 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

See More
1am–1:45pm

Basecamp Breakout Session

See More
  • Deadline Chain WorkshopPacific Ballroom - Room 3
7–8am

Breakfast & Exhibitor Hour

8–10:15am

General Session

See More
  • Ryan Anderson WelcomeGrand Ballroom
  • Michael Anderson & Filevine Product TeamGrand Ballroom
  • Dr. Cain Elliott & Filevine FuturistsGrand Ballroom
10–10:45am

Basecamp Breakout Session

See More
  • 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

See Speakers
  • 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

See More
  • 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

See Speakers
  • 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

See More
  • 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

See Speakers
  • 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

See More
  • 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

See Speakers
  • 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

See Speakers
  • Kwame Christian: Best-selling Author, Keynote Speaker, and CEOGrand Ballroom
4:45–6:30pm

Exhibitor Block

7–10pm

Activity

See More
7–8am

Breakfast & Exhibitor Hour

8–11am

General Session

See More
  • Michael Anderson & Filevine Product Team
  • Keynote Legal SpeakerGrand Ballroom
10:45–11:30am

Basecamp Breakout Session

See More
  • 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

See Speakers
  • 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

See More
  • 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

See Speakers
  • 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

See More
  • 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

See Speakers
  • 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

See More
  • 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

See More
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

Ready for the legal event of the year?