7

DISCUSSION

THEMES

COMPLIMENTARY WEBINAR

DEC02

10AM US CENTRAL

STRATEGY / OPERATIONS / TECHNOLOGY / GROWTH

Large law firms often have greater resources, larger technology budgets, and dedicated innovation teams, but many of the strategies driving their success can be adapted by firms of any size.

This session will examine how leading firms are leveraging technology, operational excellence, and strategic planning to strengthen client service, improve efficiency, and drive growth.

Attendees will explore practical ways to:

• Achieve similar outcomes within a mid-sized firm budget and staffing model
• Identify competitive gaps
• Uncover new opportunities for value creation
• Evaluate initiatives that align with organizational goals

Through real-world examples and actionable frameworks, participants will develop an internal checklist for evaluating initiatives.

The discussion will focus on building sustainable competitive advantages, maximizing technology investments, and finding innovative ways to compete in an increasingly sophisticated legal marketplace.

Christina Natale, Director of Legal Strategy at HIKE2, interviews Francesca Oliva, VP of PMO at Barasch & McGarry.

Why This Matters Now

Mid-sized firms need to make every investment count. The starting point is a clear connection between:

• Client service and value
• Operational efficiency
• Sustainable growth

Strategies that work in Big Law can be adapted to a mid-sized firm’s budget and staffing model. The discussion will examine how to identify competitive gaps and choose initiatives that support organizational goals.

The practical questions:

• What will help our clients?
• Which operational foundations need attention?
• Where can we achieve meaningful efficiencies?

Not every improvement requires AI or a major technology investment. Process, people, and leadership alignment matter too.

Join us on December 2 to explore a practical playbook for competing at scale.

Key Themes & Discussions

1. The Growth Journey

You've had a front-row seat to tremendous growth at your firm, from roughly 20 employees when you joined to 280 today. How has that growth changed the way the firm operates, and what have been the biggest lessons along the way?

2. Building the Business of Law

As your firm grew, you recognized the need to invest in business professionals, not just attorneys. How did you determine which capabilities to build, and how have those investments helped the firm compete more effectively?

3. Client-First Innovation

You mentioned that when evaluating new ideas or technology, you always bring the conversation back to one question: "How does this help our clients?" How has that mindset shaped your approach to innovation, and can you share an example of it in action?

4. Building the Operational Foundation

We often talk about AI and innovation, but there's foundational work that needs to happen first. How did you approach building things like standard operating procedures, knowledge management, and performance metrics, and why has that work been so important?

5. Finding Efficiencies That Matter

Not every improvement requires AI or a major technology investment. Can you walk us through an example, like your client intake process, where making operations more efficient had a meaningful impact on your staff and clients?

6. Getting People on Board

Even the best ideas need the right people behind them. What have you learned about getting attorneys, business professionals, and firm leadership aligned to make meaningful changes happen?

7. The Mid-Sized Firm Playbook

If you were advising another mid-sized firm that wants to compete more effectively with Big Law but doesn't have the same resources, what are the two or three things you'd tell them to prioritize first?

Practical Takeaways 

Explore how to identify competitive gaps, uncover new opportunities to create value, and evaluate initiatives against your firm’s organizational goals.

The session will consider the operational foundations that support innovation, the efficiencies that matter to staff and clients, and the priorities that deserve attention when budgets and staffing are limited.

CONFIRM YOUR PLACE

Our Speakers

Who Should Attend

This session is designed for professionals shaping strategy, operations, client service, and growth in mid-sized law firms, including:

• Law firm partners and practice leaders strengthening client service and competitiveness
• Managing partners and executive leadership setting priorities for sustainable growth
• Business and operations professionals building capabilities, processes, and performance metrics
• Legal technology and innovation leaders evaluating investments within a mid-sized firm budget
• Client service and intake leaders improving the experience for staff and clients
  

This session is especially valuable for those asking:

How can our firm compete more effectively with Big Law using the resources we have?

Join the Discussion

Competing at scale starts with clear priorities.

• Explore how to build sustainable competitive advantages:
• strengthen client service,
• improve operational efficiency,
• and align technology investments with organizational goals.

Join your peers for this complimentary webinar

Use the code SCALE to confirm your complimentary place