Intelligent Client Experience is Here - Is Your Portal "dumb" by comparison?
Event Time:
Old-school client portals weren’t built with intelligent design and are missing the mark for today’s legal client. As we move deeper into the AI era, pizza trackers don't take your human relationship to the next level by predicting what will or should happen. Client Intelligence does. Join this live session to hear and see why modern firms are leaving behind non-intelligent, dumb tools for Case Status—a mobile-first solution proven to drive client satisfaction and firm growth.
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Meet Our Esteemed Panelists:
Paul specializes in bringing new and disruptive technology and SaaS solutions to market, refining solutions to provide more value to customers. He is passionate about technology: helping businesses like law firms run better while at the same time delighting the consumers they serve. Paul has more than 25 years experience as a technology leader helping businesses and organizations grow through outstanding engagement with consumer-clients. Paul holds a BS in Engineering and Material Science from Duke University and a Masters in Business from The Citadel.
Jeffrey Forte is the Founding Member and Partner of Forte Law Group, a nationally recognized practice dedicated to advocating for children with disabilities and their families. He brings deep expertise in building client-centered processes that combine compassion with efficiency, and he is a strong voice on how legal technology can transform outcomes for clients and firms alike.
Jason Epstein is the Owner of Premier Law Group, where he has built a reputation for delivering client-first legal services with a focus on trust and communication. With decades of experience in personal injury law, Jason is passionate about improving the client experience and leveraging technology to strengthen firm–client relationships.
Travis has been practicing law for over a decade, starting as an insurance defense attorney before shifting his focus to helping accident victims. His experience representing insurance companies gave him valuable insight into how claims are defended, which he now uses to advocate for injured clients. A Las Vegas native, he earned his business degree at UNLV and his law degree at Arizona Summit Law School. Known for his approachable and straightforward style, Travis combines legal expertise with compassion, working to secure the best outcomes for his clients during their most challenging times.
About this event
Client portals promised convenience—but most firms find them clunky, outdated, and underused by clients. This means staff has to pick up the slack with manual work. In this live webinar, you’ll hear from leaders who made the switch to Case Status and see firsthand why it’s the superior alternative.
Expect a candid conversation on the pain points of portals, key product features discussed of Case Status, and a chance to ask questions live. If your firm has outgrown basic portals, this is your opportunity to see what’s next.
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Pond Lehocky Giordano (PLG) recently achieved a remarkable milestone: becoming the first law firm to reach 1 million client logins to their 5-star branded mobile app! This extraordinary achievement is a testament to their unwavering dedication to the client experience. It's a shining example of how a firm who delivers great legal services via client service technology can yield happy clients who, in turn, bring additional benefits to the firm. Join us to hear directly from the leaders at PLG about what this 1 million means for them and what it can mean for you.
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