AI Series - Register Now!
Beyond the Buzz: A Practical Playbook for Law Firm AI
Series Description: AI is changing how law firms operate, but buying a tool isn't the same as adopting a technology. This five-session series gives professional staff a practical framework for evaluating readiness, building governance, and identifying the use cases that actually move the needle in their departments.
Each session is role-specific, so whether you work in IT, finance, marketing, HR, or firm leadership, you'll leave with priorities you can act on, not just concepts you've heard of.
Learning Objectives: After completing this series, participants will be able to:
- Describe key trends in AI adoption within law firm operations and administration.
- Evaluate their organization's readiness for AI implementation using surveys, audits, and internal assessments.
- Identify governance components necessary for responsible AI use, including policies, guidelines, and oversight practices.
- Recognize practical AI use cases across law firm administrative departments.
- Apply an impact-versus-effort framework to prioritize AI initiatives and develop a preliminary AI implementation plan for their organization.
Thursday April 23 - Session 1: Smart Start: Building a Responsible IT Foundation. LINK TO REGISTER
Before a firm can adopt AI effectively, it needs to understand where it actually stands. This session cuts through the hype and grounds the group in what AI is, what it isn't, and what matters most for law firm operations today.
We'll walk through how to assess organizational readiness using surveys and audits, then shift into the governance essentials: policies, risk management, ethical guidelines, and the oversight structures that make AI sustainable rather than a one-off experiment. Attendees will complete a live sentiment survey to surface real concerns and readiness signals across the group, and those results will shape the content of future sessions.
Tuesday May 5 - Session 2: Beyond the Billable: Smarter Finance with AI. LINK TO REGISTER
Finance teams in law firms are sitting on some of the highest-value AI use cases, and most don't require building anything from scratch. This session walks through practical applications in billing, collections, forecasting, and reporting, focusing on where AI reduces manual effort and improves accuracy without compromising controls or compliance.
We'll look at real examples of how firms are using AI to catch billing errors before clients do, surface collection patterns that would take analysts weeks to find, and generate financial reporting that partners actually read.
Thursday May 21 - Session 3: Win More Work: AI for Marketing & Business Development. LINK TO REGISTER
Law firm marketing teams are stretched thin, and AI can do more than write blog posts. This session covers the tools and strategies that help firms create better content faster, identify the right prospects, track competitive intelligence, and build campaigns grounded in data rather than instinct.
We'll look at how AI changes the workflow for RFP responses, pitch materials, and client targeting, and where the real time savings show up for lean marketing teams.
Thursday June 4 - Session 4: Workforce Reimagined: AI in Law Firm HR. LINK TO REGISTER
HR touches every stage of the employee lifecycle, and AI is already reshaping how firms handle recruiting, onboarding, performance management, and engagement. This session covers the practical applications and the landmines, including bias, privacy, and responsible use in people-related processes.
We'll also dig into one of the most immediately useful HR applications: AI-powered policy assistants. There's a meaningful difference between a searchable policy database (where someone types keywords and hopes the right document surfaces) and an AI layer that actually reads and interprets the material. The first requires the person to know what they're looking for. The second lets someone ask "What's our parental leave policy for employees in California vs. New York?" and get a synthesized answer pulled from multiple documents. That distinction alone changes how HR teams support a distributed workforce.
Thursday June 18 - Session 5: From Systems to Strategy: IT Enabling AI. LINK TO REGISTER
NOTE TIME CHANGE FROM 11am to NOON
IT doesn't just support AI adoption, it determines whether it works. This session focuses on the infrastructure, vendor evaluation, data security, and integration decisions that IT leaders need to get right before the rest of the firm can scale.
We'll cover how to evaluate AI vendors without getting buried in marketing claims, what "AI-ready" actually means for a firm's existing tech stack, and how to build an integration strategy that doesn't create more problems than it solves.
About the speaker:
Spencer X Smith, founder of AI strategy and training consultancy AmpliPhi, works with law firms. financial services firms, and professional services organizations on AI strategy and adoption, teaching using simple language. He's been called an "emerging technology expert," by Forbes.
After starting his career at IBM during the Y2K days, Spencer has always been an early adopter of new technology so he can better teach others what he’s learned. He’s given 500+ in-person speeches, including the presentations at the New York Stock Exchange, Gillette Stadium in Boston, Caesars Superdome in New Orleans, and multiple ALA Annual events.
Spencer’s AI-related clients include the world’s largest bond manager (PIMCO). He’s a graduate of the Economics of Digital Assets program at the University of Pennsylvania. Learn more at spencerXsmith.com.
Wednesday June 24 - Session 6: AI Roundtable: Crawl, Walk, Run to Firm-Wide Impact LINK TO REGISTER
In this closing session of our AI workshop series for law firm leaders and administrators, the Endsight team will host a live panel conversation with time for audience questions throughout.
The panel features Brian Tirado, Brandon Galvin, Sven Suba, and Jeff Spate, and the discussion will follow the Crawl, Walk, Run framework that Endsight uses to guide organizations through AI adoption, applied here to the realities of running a law firm.
Thank you for our sponsors for making this series possible!
Innovation Partner -
Endsight helps law firms and small to mid-sized organizations throughout California manage their technology with responsive support, secure systems, and practical IT strategy. From help desk to project management, our team works seamlessly to align technology with your business goals. We also help firms strengthen cybersecurity through risk assessments, staff training, and tailored protection, ensuring that their IT is as resilient as their legal expertise.
Supporting Innovation Sponsor -
