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Cordially Invites You to Attend

By Invitation Only

How AI is Transforming Law Firm Operations

Roundtable

Thursday, February 5, 2026

9:00 a.m. – 1:00 p.m. ET

The University Club

One West 54th Street

New York City

How Senior Business Executives Use AI in Internal Operations

Does your firm use AI a lot, a little or not at all in internal operations?  What are the best, most

immediate solutions firms’ are using today?

 

Our panelists will share their collective wisdom on what works, what uses they are making, and what it costs to invest in AI for firm operations.

Key Themes:

  • What are the elements of the firms’ internal AI strategy?

  • Why does AI strategy begin with firms’ overall information architecture?

  • Data from across the firm needs to be structured to work together.

  • How can firms’ satisfy client expectations that AI is embedded in firm operations?

  • Firms need to amend Outside Counsel Guidelines to add AI compliance to the list of conditions to be satisfied.

  • What are the best uses of AI for your firm in middle and back-office situations?

    • Billing and collections?  Write-offs?

    • Marketing and client intelligence?

    • Communications, press releases?

    • Delivering ROI?

    • Structuring AFAs?

    • Business and financial management processes?

  • How to Calculate ROI, while pricing in the cost of AI

  • How do you sell the partners on investing in AI for internal operation uses?

  • What are examples of internal operations use cases?

  • What solutions can you build internally?

  • What departments and what functions are best suited for internal uses of AI?

Faculty:

Vishal Agnihotri, Senior Director of Knowledge & Innovation, Alston & Bird, New York   

Karen L. Braun, Executive Director, Sullivan & Cromwell LLP, New York

Barclay Blair, Senior Managing Director, AI Innovation Lead, DLA Piper US, New York

Brian Blaho, Global Director of Library Services, Innovation, Reed Smith, New York

Andrew Gastwirth, Chief Innovation Officer, DLA Piper LLP (US), Washington, D.C.

Nick Krishnani, Chief Information Officer, Paul, Weiss, Rifkind, Wharton & Garrison LLP, New York         

Silvia LeBlanc, Director of Knowledge, McDermott Will & Schulte, New York

Adrienne Levine, Director of Change Leadership, Reed Smith LLP, New York

Sean McNamara, Chief Financial Officer – Global, Paul, Weiss, Rifkind, Wharton & Garrison LLP, New York

Megan McMillin, Senior Practice Innovation Manager, Cleary Gottlieb Steen & Hamilton LLP, New York

Ivan Orlic, Chief Financial Officer, Proskauer Rose LLP, New York

Mike Raposa, Chief Revenue Officer, Williams Lea, Boston

Who Should Attend?

COOs, CFOs, CIOs, C-Level Heads of Recruiting, Business Developments, Heads/Chief Knowledge Management Officers, Directors of Innovation, Directors of Administration, Directors of Conflict Checking

Program Highlights

9:00 a.m. – 1:00 p.m. ET program

 

Panel 1: Strategy for Embedding AI in Law Firm Operations; AI Infrastructure

  • Data Management

    • Data readiness; curating data

    • CLOUD and technology architecture

  • Data Governance

    • Outside counsel guidelines

    • Who makes data governance decisions

  • Innovation strategy, build or buy?

 

Panel 2: AI and the Revenue Cycle

  • Interacting with clients; primary issues

  • Process improvements and refinements

  • Intake and in-boarding

  • Review, compliance and conflict checking using AI tools

  • Staffing, outsourcing

 

Panel 3: Supporting legal operations, not just legal practice

  • Build or buy?

  • Core productivity platforms (Copilot vs. Harvey)

  • Marketing, client intelligence, business development

    • Recruiting and hiring

  • Communications

  • Pricing, billing & collections

    • Billing lifecycle

    • Quantifying risk

Panel 4: Justifying the Investment: From overhead to value creation

  • Pricing, profitability and ROI of AI solutions

  • Client expectations on cost

  • Maintaining a competitive advantage

  • AFAs and alternative fee arrangements

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© 2024 by Sandpiper Partners, LLC​

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