Law Firm Client Intelligence | Legal Technology Event

Firms no longer struggle with whether they have data. The challenge is whether they can turn it into sharper decisions, stronger relationships, and measurable growth.

The firms out in front just “using” technology. They are embedding AI-powered tools into workflows, aligning them with culture and strategy, and ensuring that insight flows seamlessly from dashboards into action. At the same time, they are building people-centered practices where judgment, empathy, and collaboration remain at the heart of client engagement.

This year’s Law Firm Client Intelligence is about execution. Through keynotes, panels, and hands-on discussions, we will explore:

Human-Centered Intelligence: How to ensure data amplifies, not replaces, the judgment and empathy that win client trust.
Strategic Focus: Using client and market intelligence to double down on high-value opportunities—and walk away from the rest.
CRM Reimagined: Transforming contact databases into growth engines while eliminating data sprawl and uncertainty.
Data Integrity at Scale: Embedding hygiene, governance, and KPIs into firmwide processes so intelligence stays reliable and relevant.
Collaboration for Impact: Breaking down silos to connect insight with business development, client service, and firm leadership.

You’ll hear directly from the leaders shaping this evolution, those challenging the “collect more” mindset and replacing it with “make it count.”

Client intelligence is moving beyond static dashboards into a dynamic capability embedded in every decision, pursuit, and client interaction.

On November 5, 2025, join your peers at the offices of Chapman & Cutler in Chicago to confront the questions at the core of modern client development:

How do we operationalize AI and analytics without losing the human touch?
Which clients, sectors, and pursuits truly deserve our investment?
How do we measure the right things—and make those measures matter?

In a market where expectations are rising and competition is unforgiving, Law Firm Client Intelligence is where strategy meets capability.

OVERVIEW

In a market where resources are tight and expectations are high, law firms must make sharper decisions about where to focus their time, energy, and investment. This session explores how firms are using client and market intelligence to double down on the right opportunities, identifying the clients, sectors, and pursuits that have the highest growth potential. Through a blend of insight-sharing and hands-on exercises, participants will walk away with practical strategies for using data to prioritize what to chase and what to walk away from.

OVERVIEW

In this session, we’ll explore how high-quality contact records are a pillar to data-driven marketing, development, and client intelligence. You’ll learn how to assess and improve contact data quality, uncover hidden relationship value, and build trust in your firm’s data assets. We’ll break down how to operationalize data hygiene, embed it into business processes, and generate measurable impact from better segmentation to more effective outreach and stronger client growth. Walk away with a roadmap to transform CRM contact data from an administrative burden into a strategic asset - one that helps your lawyers and business developers engage the right person, at the right time, with the right message.

OVERVIEW

The question of the power of data is uncontested, but many firms struggle with utilizing their firm’s data to inform decision making around marketing and business development priorities. The most successful firms have a data strategy in support of KPIs that are most relevant to their objectives. However, ensuring data relevancy and accuracy requires real effort. This session will provide practical strategies for maximizing your data for actionable insights. Whether you’re just getting started or wading through years of chaos, you’ll leave with ideas that you can use.

OVERVIEW

Hear from industry leaders as they explore how law firms are evolving their approach to Client Relationship Management (CRM) systems in the age of integrated client intelligence. With many firms reconsidering platforms, shifting from traditional tools to more flexible solutions, this discussion will tackle the critical questions: Why change now? Where does CRM sit in the broader business development ecosystem? And what data truly belongs in a CRM?

We’ll also address the need for CRM clarity: eliminating data sprawl, avoiding duplicate systems, and identifying the system of record. Attendees will leave with a clearer understanding of how to assess their CRM toolkit, define strategic goals, and streamline data flows for greater client insight and competitive edge.

OVERVIEW

This session will explore how law firms can leverage key performance indicators (KPIs) to sharpen client intelligence, improve internal decision-making, and ensure data integrity across systems. From setting meaningful internal KPIs to streamlining performance metrics that support client-facing outcomes, attendees will gain insight into building a data-driven culture that enhances both operational efficiency and client service. Learn best practices for defining, refining, and aligning KPIs to ensure measurable, strategic impact.

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