Why Attend Lex Summit: Hands-On Training, AI, and CLEs (Full Transcript)

[00:00:00] Speaker 1: Hello everyone. Welcome again. This is the Lex summit info session to understand why you should be at Lex as well as answer any of your questions. We'll have a moment for Q&A after we go through some of this content to make sure we answer anything in the live Q&A chat as well as any questions that come up after this session as well. So first I'd like to introduce myself. I'm Keegan Chapman. I'm the CMO here at Filevine and in the depths of the planning of Lex summit with my team and we're incredibly excited about what's to come. We also have Christine Levi, Senior Director of Expert Teams. Christine has been at the front lines with our customers for over five years here at Filevine, solutioning, creating, evolving their Filevine platforms to make sure that they are getting the best experience that they can have through Filevine. So Christine will talk to you a little bit about the expert teams here in a bit and first I'd love to dig into just the details why you should come to Lex summit and more there. So we'll go through this agenda but we're really going to talk about why you should be there, the skills you'll learn, what the expert teams will deliver, as well as opportunities to kind of design your Lex experience the way that you want. So first you can't have a webinar about Lex summit and what it is without saying when it is, where it is, and how it works. So Lex summit this year will be September 29th through October 2nd. It will be at the Grand America in Salt Lake City. So one thing to mention we do everything in person. We really believe in that in real life experience with our customers, with our partners, with our team, and so we pick a great new venue every year to host this and make sure we can all be together collaborating, innovating, and making for a great experience. Here's the thing that confuses some people. We have both what's called base camp as well as the full Lex summit experience. So base camp is on the first day, September 29th, and the last day for a half day on Thursday, October 2nd. Base camp is the hands-on learning sessions where you are going to be with the experts. Christine will dive into the details more later, and figuring out ways to master your Filevine experience, set it up the way you want, take advantage of new features you may not have seen, and make sure that it's the best experience for your firm, your agency, or your team. The middle two days, September 30th and October 1st, are the core session days of Filevine. So what those are are our main stage keynotes, our interviews with amazing legal professionals, our breakout sessions, our fun parties. I mean, if that's why you're coming, we'll talk more about those as well. As well as networking with both our team, as well as our partners, our sponsors, our AI futurists, our experts, our salespeople. Everyone will be there for a great experience as well. So why should you be at Lex? Okay, so I feel like I have a really great insight into this, because part of my team is the events team, where we go and sponsor hundreds of events across the country all year long. And I will tell you, I have yet to see an event as elaborate, exciting, innovative as we pull off here at Lex Summit. Our goal is to create the most amazing user experience where you can take us from vendor to partner, right? We want to work with you hands-on in person to help you get inspired, train you up, make sure you can level up the way your team is working in the platform, because we're huge believers that you're the superpower. Each of you legal professionals are the ones leading the way, and if you have the best technology possible, it only gets easier, you only get better outcomes, and you only have more wins. So that's what this is all about. Our goal is you walk away with insights into how other firms are running their lock practices, how in-house teams have applied Filevine in their operations, how agencies have found a way to incorporate the case management systems and matter management systems into the way they operate, and we launch a bunch of new products, right? So one of the main reasons people come to Lex Summit is they're going to see products that have never been seen before, and many of our attendees will receive access or early access to these products to be on the forefront of legal AI and legal technology. So here's a little picture from last year when I was talking to the team about making this webinar. I said they need to be able to see it to believe it, and right here you'll see our very own CEO Ryan Anderson on the main stage talking about something very special in Utah, as well as many of our attendees there learning and soaking in all of the information that we share. So what are some other reasons people come? So 1,800 legal professionals all coming together for the same reason. They want to learn, network, apply new best practices, and be ahead of the technology curve within the legal space. Second is a lot of times people love the keynote speakers and main stage interviews that we host. You'll see Bob Odenkirk here, Alex Spiro, Vanessa Van Edwards, and then our very own, our very own, I can't claim them, the Turnpike Troubadours will be on the main stage at our LexFest playing live for all of our guests at a nice closing ceremony that we put together. So there's so much more than this, right? We have 30 different breakout sessions covering AI and legal, workflow automation, firm growth strategies, firm optimization strategies, all from amazing Filevine users and leaders in the legal space. So really this is a great opportunity for you to come and one, see some amazing entertainment, interesting interviews, great content on the main stage, but then also go to those breakout sessions in which are actually CLE certified. So you get to make your own breakout learning paths, right? So here's some examples of those paths. Through those paths, you can earn CLE credits based on what you need. You'll get to see live product demos. Here's our CPO, Mike Anderson, literally demoing live a product that he had launched last year at Lex Summit that made everyone incredibly excited about what was to come. You get to learn from the experts. Christine's going to talk more about that. Hands-on keyboard learning. And one thing we don't mention, but all of our implementation partners, tech partners, consulting partners, sponsor this event. So there will be booths throughout the entire event where you can have one-to-one conversations about your implementation experience, ways to get additional services to improve your Filevine, ways to optimize integrations that might make your experience even better, all there in person in Salt Lake City. So with that, I'm going to pass it to Christine. So you all don't have to hear from me the whole time for a minute. And Christine can talk a little bit about our expert teams.

[00:07:13] Speaker 2: Yeah. Thanks, Keegan. So great to be here with everybody today. I want to give you a little bit of background on myself really quickly. Again, I've been at Filevine for over five years and I was in the legal industry myself as a paralegal for 10 years before coming to Filevine. So I run this team of experts that is absolutely amazing with a blend of legal background, tech background, some teaching backgrounds, all of these different things that we've all come together to really give our customers and our potential customers that face-to-face guidance and that face-to-face discussion with the people who know Filevine inside and out. When you do meet the experts, you will have in-person access to our product expert teams, support teams, defect reproduction teams, everybody that's there. We know everything and we can cover any and everything. Well, in theory at least, right?

[00:08:08] Speaker 1: I believe in you, Christine. I think you guys can figure anything out.

[00:08:11] Speaker 2: I think we can too. But whether you're tackling something that's technical or something that's a workflow, we have people there that can tackle those questions and answers for you. Another kind of fun thing that I want to talk about is that base camp that Kegan was talking about earlier. The experts are the ones that are actually doing those base camp presentations. So we are teaching you guys what you need to know about every aspect of the platform, whether it's deadline chains, whether it's tasks, it's how to manage your admin stuff. We cover all of it and it's really, really cool. On top of that, you get to book dedicated one-on-one time with the experts on that Monday and Tuesday and they can tackle anything that you have. We can dig into your specific questions and we make sure that we tailor anything that we are giving you to you. So it's not a blanket statement of, yeah, most firms do it this way. No. How do you want to do it? We'll tackle that with you. Actually, one of the tickets that we're working on right now is a deadline chain ticket with breakouts so that you have one deadline chain and whether you're in Georgia or you're in Louisiana, maybe those statute of limitations are different, but we can determine which one to calculate based on one deadline chain and that's something that we're working on right now, which I think is really cool.

[00:09:29] Speaker 1: That's so cool. Christine, when I hear stories about your team, I think some of the best innovations come out of the conversations you all are having and figuring out how we can then spread that knowledge and those exciting ideas across various firm types and different scenarios. So it's really cool. 100%.

[00:09:45] Speaker 2: Yep. So here you'll see just a few of our experts. There are, I think, 23 people on our team right now. So you're only seeing four of them. Haley comes to Filevine. She's been here a little over a year now from a teaching background. So she's one of our trainers and has done amazing work getting our customers trained up, understanding how to use the platform, understanding how to advance the platform, do things on the back end. She has been really wonderful to work with. Rob Sanford has been at Filevine for three and a half years, I believe. He is one of our solutions experts. Again, consultation. He can tell you how to do things that maybe you don't know that Filevine can do. It's really awesome to talk to him. Andres, he is one of our defect reproduction experts. So he's more on the tech side. So say I had a ticket come through where a task wasn't actually showing the text of the task. Andres is the person that's going to dive in and go into the back end, into all of our queries and say, why is this happening? Let's fix it. So he's going to be a great person for you to talk to, like the meet the expert group. And then Lance Elliott has been at Filevine for about two years now. He's another solutions expert doing that kind of consultation, training, advancing your guys' platform, making sure that it does everything that you want to do.

[00:11:01] Speaker 1: Awesome.

[00:11:03] Speaker 2: Yeah. All right. Let's talk about the expert impact. Our experts work with firms and organizations of all types, transactional firms, mass torque. We do billing firms, family law. You think of it, you name it, we've got it. We worked with everybody. So when you sit down with the meet the experts, as we mentioned before, it's not a one-size-fits-all consultation or discussion. It is a tailored discussion to you and what you want your workflows to be, how you're using Filevine today, how do you intend to use Filevine in the future? And they can brainstorm with you to solve any unique challenges that you may be facing, whether it's streamlining your process, fixing something that isn't working or uncovering a new thing that you didn't know Filevine could do, which trust me, every single day I learn something new. And that is, I'm not even exaggerating. It doesn't stop there though. The expert teams will make sure that they follow up with you. So when we give you a tailored solution to you, we want to make sure that that solution remains effective after you leave Lex, right? So it's not just a, here you go, see you later type thing. It's a, let's follow up with you and see how this is working for you. If it's not working, let's schedule time to talk virtually. We can absolutely do that. My favorite experience actually from Lex last year was, actually I think it was the year before maybe. No, it was last year. I got to work with a customer who was having some implementation struggles and she was like talking to me. We were brainstorming. We're actually still working together right now. And her build is immaculate. She's, they do transactional law, very document heavy. So, you know, SBA loans and things like that. And we have built out this amazing build and I'm hoping next year she'll share it with everybody, but this year it's a little under wraps.

[00:12:55] Speaker 1: So I think I remember Christine, you telling me about that firm. That's really exciting. Awesome. Well, you know, a lot of the reasons why people come to Lexus for the content, because we carefully curate all of these different paths, different learning experiences to make sure that everyone can come in and learn what they need to learn to kick off their 2026 year or last year, 2025 year. But there's a lot of extra stuff that happens too. So one of the questions in the chat I just saw was, you know, how does RAI differ from other AI platforms? One of the really special things about Filevine is we have this unbelievable single source of truth data source that our users are using, right? That's the key to using any great AI is having great documents, great communications, great notes, all in one place, all of the emails that an AI could leverage everything about that one matter or that one case or that one project to give you the answers and serve up the answers, summaries, extractions, details that you would need to be successful. So one of the things that will be really woven throughout Lex Summit, much like it is embedded and woven throughout Filevine, is this theme of AI and where we have chosen to insert AI into our platform to enhance the attorney paralegal user that is using it. Many of our expert team sessions on Thursday and breakout sessions are going to be around the AI new products we launch at Lex Summit. We can talk through how you can build those into your Filevine build. We have an AI futurist room, so that will be staffed with our machine learning engineers, our AI engineers, our product managers, and our team of legal futurists. So if anyone's ever met Dr. Kane and his team, we'll all be in this lounge there to answer questions, demo products, talk through the future of where AI is going and where it is today. So that's somewhere that people are really excited to go. You'll also see a section of Lex Summit called What's New, What's Next. In that area, we have experts there to show you every one of our AI products, every place where we've inserted it, every new idea we have coming, the way different firms or organizations have leveraged the AI. Because really with Filevine, you have your core AI products that live within the Filevine matter management system, but we've also launched things like Depositions by Filevine, where there's an AI depo co-pilot there with you and ways to schedule depositions all within your Filevine or within your depositions platform. We have AI woven into intake. We have AI woven into document review and document drafting. We have AI woven into phase tracking and making sure your cases are staying on track and hitting the different deadlines that you need. So AI is going to be a really big part of this because we want to make sure that all of the work we're doing within our team is being shared with our customers so we can continue to grow and evolve it as the years go on and stay at the forefront of legal technology and legal AI as we believe we are. A couple other things to bring up. We will have unbelievable networking opportunities across our Welcome Ceremony as well as our LexFest, which is going to be a really fun outdoor concert and food trucks and games and activities. As you see here, last year we had Nelly. This year we're having the Turnpike Troubadours. But really, it's all about making the experience what you want to match your goals. So yes, it's an amazing event. Yes, you're going to leave feeling invigorated. Yes, you're going to feel like you learned something from a peer or from a group that you have been wanting to learn from, right? But a lot of people say, oh, this must just be for our current customers that totally understand their Filevine and they're there to get the CLE credits and network a little bit. That's actually not the only group that's at Lex Summit. We have created an environment where prospective customers love to come because they get to learn from our current customers. They get to see Filevine in action. They get to talk one-on-one in real life with the team that will be helping them both implement as well as buy the product. We have customers in implementation who say, oh, it might be too early for me to join Lex Summit. Am I ready for this? This is the best group to come to Lex Summit because your implementation partners are there live in person. Your sales executives are there in person to answer questions. You're going to get to hear from other customers the best ways they optimize their implementation and how they were able to get started on two feet, whether it's change management, teaching people, making sure you're having best practices, good data integrity, whatever it might be. The right people are there to help you along that path. And then lastly, obviously our current customers, you all are amazing. The main reason we see you all coming is what haven't you either purchased or taken advantage of within the Filevine ecosystem that will make you be able to be even more powerful than you are today as an attorney, a legal professional, a paralegal, an organization? How can you leverage what you see there? The new product releases, the new AI innovations to make you feel like you can operate even stronger than ever before. So really we set up the environment that anyone can get exactly what they want out of it and leave feeling invigorated, excited, like you learn new skills and you have access to the right products and platforms to be successful in the year to come. So with that, and thank you, Christine, for your insights into the expert teams, we'd like to open it up for Q&A. So I am going to pull up the Q&A. I believe there was a question around shuttles to and from the airport. Very tactical. I love the sound of that because I think that means that you're going to be coming to our event. Everyone arrives at different times because of base camp and because of the different general sessions. So we actually have everyone use Uber or Lyft to get to the hotel or to the venue. It's a great airport. I fly in and out of it pretty much every week. And I will tell you, I've never had a problem getting anywhere. So that's about where we're at there. Love for you all to ask questions here. Hopefully we created the right content and many questions are answered, but we'll give it a second just in case anything else comes through here. And Christine, I saw you were answering some in the chat too, so that's great. One other thing I wanted to mention, I saw an amazing question about, I'm trying to convince my boss to let me come to this, or we're trying to get more people from the law firm or from the organization to get to come. Please work with your account executives. They have resources to share with your bosses. We'll obviously share this recording and deck out as well. But this is always a little bit of an internal sell. How can you get the opportunity to go learn the skills and meet the people that will help you be even more successful in the platform? Reach out to us. Let's talk through that talk track. Let's make it work. We want the people that are eager to come to get the opportunity to be there in real life with us. This is for folks that have not bought tickets, but definitely reach out to us if you are in that position that you have bought a ticket already. We cover everything. We have an estimated budget for food, etc. We will have all of the meals covered throughout Lux Summit and snacks and merch and souvenirs. All of that comes in your package of Lux Summit. The only thing that isn't in it is your hotel. So getting your hotel and transportation will be up to you. We obviously have rooms available around Salt Lake City. We have put together a block at the actual Grand America and the Little America. But we cover it all so you can come hang out with us.

[00:21:05] Speaker 2: It is fun. I can tell you, last year we had a Nelly concert. It's such a fun time. It's really cool to be able to just mingle and talk to the people that are using the platform, the people that are training you guys on the platform, all of the things. It's a really, really good time. This will be my fourth Lux. That's so awesome.

[00:21:25] Speaker 1: Maybe we've all gotten bigger and more exciting and fun every year. I hope we can top it this year. Our theme is kind of giving itself away, I think. But we're going to really lean into the old school staple in Salt Lake City that is the Grand America. I saw a note about dress code. This is a great question. We have no rules on dress code. Whatever you are comfortable in. Generally, I do see people in, I would call it business casual. Jeans, nice jacket, nice shirt. I've seen people go as fancy as a dress or slacks. We really want you to be comfortable. These are longer days. If you've been to a show like this, you may want some comfortable shoes if you're up and moving. Luckily, we have great seating throughout, an awesome area for meals, and you'll be able to hop out to your hotel at any given time too. But generally, I think from photos, from experience, most people are dressed up a little bit. This is great. We're getting good questions about the weather. The weather in Utah is much like any mountainous weather. We could have a really, really hot, warm day in the middle of the fall, or it could be a little bit cooler. Technically not humid. Definitely a lot drier of a climate. But I would suggest checking the weather a couple of days before you come. It could be 90 degrees one day, and then the next day, it's 60 because we're in the mountains. So just keep an eye on it, and we would advise that way. Hopefully, we have beautiful days because we have some really cool events planned. We will be outside for some of it as the goal, pending great weather. So maybe bringing a jacket too because sometimes in the evenings in the mountains, it does get a little chillier.

[00:23:06] Speaker 2: These are great questions. Thank you all.

[00:23:08] Speaker 1: I love the excitement about joining us. Obviously, our team is available. If you have any other questions about Lex Summit 2, you can always email lexsummit at filevine.com. You can always email lexsummit at filevine.com with any questions, or reach out directly to your AE, and we can make sure we get things sorted out. Temp in the hotel, great question. We'll keep it cooler because there's going to be so many people there. So maybe bring a jacket. But ideally, it's been very comfortable every time I've walked through the hotel. I do, as somebody that generally runs cold, not that you guys all came here to learn about me. I would suggest a jacket just for those bigger session rooms, and maybe they're not as full at some points than others.

[00:23:59] Speaker 2: Great question.

[00:24:01] Speaker 1: Awesome. Yep. So in there, you can register through that link, and then also email Lex Summit, and we can figure out anything for you from there as well. But thank you all. We're beyond excited to see this large group come and experience Lex Summit live with us, and we're here to answer any follow-up questions. Otherwise, we hope to see you there, and thank you.