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September 24 - 26, 2025
Charleston, SC

Join forward-thinking legal professionals, technology experts, and thought leaders for the legal industry's premier Client Experience (CX) Summit. The CX Summit is CLE accredited. Attendees will be eligible to earn up to 10 CLE credits for participating in conference sessions—at no additional cost.

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Redefining Client Experience for the Modern Firm
  • Participate in thought-provoking sessions from legal experts
  • Learn actionable strategies to enhance CX and anticipate needs
  • Dive into how top law firms are using AI and their data
  • Enjoy curated networking and immersive Charleston experiences
  • Transition your CX approach from reactive to proactive

Ticket Options

Secure your pass today–availability is limited, and prices will go up!

Insider Pass
$895
$1,050
Rates increase after September 1
WHAT’S INCLUDED
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Access to all general sessions, panels, and breakouts
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Entry to the Welcome Reception and Closing Ceremony
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Breakfast and lunch on Thursday and Friday
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Access to discounted hotel room block (while supplies last)
All Access Pass
$1,070
$1,225
Rates increase after September 1
WHAT’S INCLUDED
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Access to all general sessions, panels, and breakouts
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Entry to the Welcome Reception and Closing Ceremony
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Breakfast and lunch on Thursday and Friday
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Access to discounted hotel room block (while supplies last)
PLUS
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Entry to Thursday’s Dinner at Church & Union
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Discounted rate for Pre-Dinner Activity (optional)
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Official CX Summit swag package
VIP Pass
$1,145
$1,300
Rates increase after September 1
WHAT’S INCLUDED
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Access to all general sessions, panels, and breakouts
arrow right
Entry to the Welcome Reception and Closing Ceremony
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Breakfast and lunch on Thursday and Friday
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Access to discounted hotel room block (while supplies last)
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Entry to Thursday’s Dinner at Church & Union
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Discounted rate for Pre-Dinner Activity (optional)
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Official CX Summit swag package
PLUS
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Access to private VIP Lounge
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Dedicated check-in and on-site concierge support
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Enhanced VIP Summit swag package
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Limited to 50 passes 
Discussions

Session Tracks

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Tech-Forward

Empowering law firms and operations teams to modernize and scale client interactions by leveraging data and implementing impactful AI, automation, and integrated legal tech.

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Future-Focused

Equipping firm leaders with a long-term vision for CX as a growth engine, brand builder, and strategic differentiator — including how to lead ethically through transformation.

Continuing Legal Education (CLE) Credits

We’re excited to share that CX Summit 2025 is CLE accredited. Attendees will be eligible to earn up to 10 CLE credits for participating in conference sessions.

  • All Sessions Eligible: CLE credit is being applied for across the entire agenda. While final approval is subject to each state bar, most sessions are expected to qualify as technology or law practice management credits.
  • Nationwide Access: Applications will be submitted in all 50 states. Once approval is confirmed in your jurisdiction, your certificate will be emailed directly to you.
  • On-Demand Option: An on-demand recording will be available post-event, with CLE credit eligibility included for those sessions you were unable to attend while onsite.
  • No Additional Cost: CLE credits are included with your registration at no extra fee.

2025 Speakers & Panelists

Shawn Lehocky
Chief Executive Officer
Pond, Lehocky, Giordano

Shawn Lehocky is the son of a union steamfitter whose passions are technology and physics. Perhaps that’s why he sees his main responsibility as Chief Executive Officer of Pond Lehocky Giordano LLP as future-proofing the firm.

Tom Giordano
Founding Partner
Pond, Lehocky, Giordano

Lawrence LeBrocq
Managing Partner
Garces, Grabler & LeBrocq, P.C.

Lawrence A. LeBrocq is a practicing attorney and Managing Partner at Garces, Grabler & LeBrocq, P.C. Supported by decades of experience, he is a widely recognized authority on personal injury law.

Bill Biggs
Executive Director
Garces, Grabler & LeBrocq, P.C.

Todd Lucas
Chief Revenue Officer & Trial Attorney
DM Injury Law

Jeff Robbins
Director Client Experience
DM Injury Law

Jeff Robbins, MS, CPXP is the Director of Client Experience at DM Law, where he leads initiatives to elevate the client journey and strengthen relationships across the firm. With a background in patient and client experience leadership, Jeff brings deep expertise in building feedback-driven programs, coaching professionals, and creating cultures centered on trust, communication, and empathy. At DM Law, he works closely with attorneys and staff to ensure every client feels informed, supported, and valued throughout their case. His passion lies in transforming professional services through experience-driven strategies that improve outcomes for both clients and firms.

Sam Pond
Managing Partner
Pond Lehocky Giordano

Mick Gunter
Chief Operating Officer
Daggett Shuler Law Firm

Mick is a senior executive with a track record of building high performing teams. Startups, IPO, M&A, Technology, Operations, and Finance.

Melissa Graham
Chief Operating Officer
Richard Harris Law Firm

As a seasoned operations executive, Melissa has spent the past 20 years scaling businesses, specifically law firms, across the country, creating systems and processes and managing the growth and expansion of their teams, services, and locations.

Andrew Finkelstein
Managing Partner
Finkelstein & Partners, LLP

Mr. Finkelstein is the Managing Partner of Finkelstein & Partners, LLP. He has become a noted consumer activist through his representation of injured individuals against corporate wrongdoers and irresponsible parties. An accomplished litigator, Mr. Finkelstein has represented Plaintiffs in wrongful death and catastrophic personal injury cases. He has successfully handled dozens of multi-million dollar cases.

Angel Evan
Instructor & Ethicist
Stanford University

More than 20 years ago, I embarked on what I believed would be a brief and concentrated academic career. As a young adult studying graphic design at Suffolk University, I myopically focused on developing the skills I needed to secure a job in the commercial arts.

Ben Leader
Partner Attorney
Elrod Pope

Ben Leader, a Rock Hill native and second-generation attorney, earned his B.A. from Clemson University and J.D. from Campbell University School of Law. He began his career clerking for the late Honorable John C. Hayes III before joining Elrod Pope Accident & Injury Attorneys in 2014, where he became Partner in 2019. As a Managing Partner, he oversees the firm’s Intake and Marketing Departments and has resolved over 750 personal injury cases, recovering millions for clients. Known for his client relationships and strategic insight, he is a frequent speaker at legal conferences and podcasts.

Jay Stefani
Managing Partner
Levinson and Stefani Injury Lawyers

John Stefani is a Managing Partner at Levinson and Stefani Injury Lawyers, where trial law practice focuses on representing individuals and families affected by the negligence of others in cases such as truck crashes and wrongful death. Prior experience includes serving as an Attorney at Joseph, Lichtenstein & Levinson from June 2005 to May 2014, specializing in litigation related to trucking, catastrophic injuries, and nursing home negligence.

Christy Granieri
Founding Parnter
Freeburg & Granieri, APC

Sheila Hiestand
Partner Attorney
McCoy & Hiestand, PLC

Paul Granieri
COO
Freeburg & Granieri, APC

Ryan McKeen
Founding Attorney, Adjunct Professor
McKeen Law, LLC; UCONN Law School

Brian Page
Chief Legal Officer
Trust Guss Injury Lawyers

Brian is licensed to practice in all Louisiana State Courts and in Federal Court for the Eastern District of Louisiana. As a Super Lawyers nominee, Brian has dedicated his career to helping New Orleans citizens recover from life-changing accidents. He has tried cases before both judges and juries and focuses exclusively on personal injury cases.

John Fritz
Managing Attorney
Fritz Law LLC

Ed Kirk leverages 12 years of legal expertise and a strong background in B2B legal tech sales. Previously a family lawyer and Head of North America & UK at Settify, Ed has driven international expansion efforts and built a broad network across North American and UK legal communities.

Constance Anastopoulo
President of Charleston School of Law
Charleston School of Law

Sergio Hidalgo
Founding Partner
Sergio Hidalgo Law

Nikki Montlick
Attorney
Montlick Injury Attorneys

Ruby Powers
Founding Partner
Powers Strategy Group

Travis Meltzer
Founder & Managing Attorney
Valley Injury Law

Chris Keller
Managing Partner
Keller Swan Injury Attorneys

Ken Hardison
Founder & President
PILMMA

Ken Hardison is the founder of PILMMA and a leading authority on law firm growth. After building two successful firms, he now helps attorneys scale through proven marketing and management strategies. Known as the “Millionaire Maker,” Ken has authored several books and speaks nationally on growing high-performing, client-focused practices.

Will Davis
Chief Legal Officer, Partner
Daniel Stark Injury Law

Venue

Hotel Emeline is located in the heart of Downtown Charleston. Whether you're visiting Charleston for the first time or call the Lowcountry home, Hotel Emeline offers a warm welcome rooted in charm and modern comfort. Nestled on 181 Church Street, our boutique retreat invites you to experience Southern hospitality in the heart of the city's rich history and vibrant culture.

We’ve secured exclusive room blocks with discounted rates for CX Summit attendees at two convenient locations:

Hotel Emeline (main venue) – Room Rate: $355 – book here
The Ryder Hotel (5-minute walk) – Room Rate: $328 – book here

Rooms are limited and available on a first-come, first-served basis.To access the discounted rates, register for your ticket today. Booking links will be included in your confirmation email!

Agenda

Wednesday: Attendee check-in opens mid-afternoon, followed by a Welcome Reception at Case Status HQ on Daniel Island. Expect music, cocktails, bites, and an energizing kickoff conversation to set the tone for the week.

Thursday: A full day of thought-provoking programming, immersive sessions, and curated networking — capped off with an exclusive dinner experience in downtown Charleston.

Friday: We’ll close things out with a high-impact half day of content and connection, ending with celebratory closing remarks and a networking lunch to send everyone off on a high note.

More Details

Coming Soon!

Agenda

Wednesday, September 24
Opening Session: Exploring the Ethicalities of Legal AI
Angel Evan (AI Solutions Practice Lead – AG Consulting Partners, Business & Technology Curriculum Director – Stanford University)
at Hotel Emeline
Thursday, September 25 
9:00 AM - 10:00 AM
CX Summit 2025: The Future of Client Experience
Andy Seavers (CEO, Case Status)
10:00 AM - 10:45 AM
A Legacy Law Firm:Leading Through Change & Growth
Bill Biggs (Executive Director, Garces, Grabler & LeBrocq, P.C.)
Andrew Finkelstein (Managing Partner, Finkelstein & Partners, LLP)
Sam Pond (Managing Partner, Pond Lehocky Giordano)
Nikki Montlick (Attorney, Montlick Injury Attorneys)
10:00 AM - 10:20 AM
The Efficiency Engine: Powering Growth with a World-Class Client Experience
10:25 AM - 10:45 AM
The Space to Be Unreasonable:
Reimagining the Law Firm Experience
10:00 AM - 10:20 AM
The Efficiency Engine: Powering Growth with a World-Class Client Experience
Christy Granieri (Founding Partner, Freeburg & Granieri, APC)
10:25 AM - 10:45 AM
The Space to Be Unreasonable:
Reimagining the Law Firm Experience
Ryan McKeen (Attorney/Co-Founder, McKeen Law, LLC/ Best Era)
10:45 AM - 11:15 AM
break
11:15 AM - 12:00 PM
Leveling the Field: How to Compete and Win Against the Am Law 50
Paul Bamert (VP of Product Marketing, Case Status)
Sheila Hiestand
(Partner, McCoy & Hiestand, PLC)
Sergio Hidalgo
(Founding Partner, Sergio Hidalgo Law)
Travis Meltzer
(Founder & Managing Attorney, Valley Injury Law)
11:15 AM - 11:35 AM
Exceeding Client Expectations
During Rapid Growth
11:40 AM - 12:00 PM
Signal versus Noise: Building Client Loyalty, One Insight at a Time
11:15 AM - 11:35 AM
Exceeding Client Expectations
During Rapid Growth
Lawrence LeBrocq (CEO & Managing Partner, Grabler & LeBrocq, P.C.)
11:40 AM - 12:00 PM
Signal versus Noise: Building Client Loyalty, One Insight at a Time
Jeff Robbins (Director of Client Experience, DM Injury Law)
12:00 PM - 1:30 PM
lunch
1:30 PM - 2:15 PM
CX = ROI: Turning Great Service into Sustainable Referrals
Shawn Lehocky (CEO, Pond Lehocky Giordano)
Melissa Graham
(COO, Richard Harris Law Firm)
Ken Hardison (
Founder & President, PILMMA)
1:30 PM - 1:50 PM
Intake That Builds Loyalty:Implementing Modern Strategies
1:55 PM - 2:15 PM
Integrations, Automations, and Expectations:
Tech that Streamlines CX
1:30 PM - 1:50 PM
Intake That Builds Loyalty:Implementing Modern Strategies
Paul Granieri (Founding Partner, Freeburg & Granieri, APC)
1:55 PM - 2:15 PM
Integrations, Automations, and Expectations:
Tech that Streamlines CX
Jay Stefani (Managing Partner, Levinson and Stefani Injury Lawyers)
2:15 PM - 3:00 PM
Beyond Gut Instinct: Using X + O Data to Improve Outcomes
Jeff Robbins (Director of Client Experience, DM Injury Law)
Brian Page
(CLO, Trust Guss Injury Lawyers)
John Fritz
(Managing Attorney - Fritz Law LLC)
2:15 PM - 2:35 PM
Communication KPIs: Why Messaging Metrics
Belong in Your Dashboard
2:40 PM - 3:00 PM
Voice AI in Action: Scaling Personalization
Without Losing Trust
2:15 PM - 2:35 PM
Communication KPIs: Why Messaging Metrics
Belong in Your Dashboard
Todd Lucas (CRO & Trial Attorney, DM Injury Law)
2:40 PM - 3:00 PM
Voice AI in Action: Scaling Personalization
Without Losing Trust
Chris Keller (Managing Partner, Keller Swan Injury Attorneys)
3:00 PM - 3:30 PM
break
3:30 PM - 4:15 PM
A Deeper Look at Client Intelligence and the Case Status Roadmap
Jay Sarmaz (VP of Data & AI, Case Status)
Leah Fontaine
(Director of Product, Case Status)
Keith Kitani
(CPO, Case Status )
Charles Lane
(CTO, Case Status)
3:30 PM - 3:50 PM
What's The Risk?
Client Data, Cloud Security & Your Ethical Duty
3:55 PM - 4:15 PM
Structure for Scale:
Building Calm, Client-Centered Teams
3:30 PM - 3:50 PM
What's The Risk?
Client Data, Cloud Security & Your Ethical Duty
Constance Anastopoulo (President & Professor, Charleston School of Law)
3:55 PM - 4:15 PM
Structure for Scale:
Building Calm, Client-Centered Teams
Ruby Powers (Founding Partner, Powers Strategy Group)
6:00 PM - 9:00 PM
Charleston Dinner Experience
at Church & Union
Friday, September 26 
9:00 AM - 10:30 AM
Ethical-ish Live
10:30 AM - 11:00 AM
break
11:00 AM - 11:45 AM
Agentic Workflow: Superpowering Your Best Staff Members with AI
Chris Keller (Managing Partner, Keller Swan Injury Attorneys)
Will Davis
(CLO & Partner, Daniel Stark Injury Law)
Mick Gunter
(COO, Daggett Shuler, Attorneys at Law)
Tom Giordano (Founding Partner, Pond Lehocky Giordano)
11:00 AM - 11:20 AM
How Company Culture Leads to a Great Client Experience
11:25 AM - 11:45 AM
From Good to Great:The Path to an 80+ NPS
11:00 AM - 11:20 AM
Transforming Client Experience Through Elite Firm Culture
Bill Biggs (Executive Director, Garces, Grabler & LeBrocq, P.C.)
11:25 AM - 11:45 AM
From Good to Great:The Path to an 80+ NPS
Ben Leader (Partner Attorney, Elrod Pope)
11:45 AM - 12:30 PM
break
12:30 PM - 2:30 PM
Lunch & Closing Ceremony
Hotel Emeline

Our Sponsors

Core Themes

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The Future of Client Experience

CX through the Lens of AI, Data & Ethics

Register Now!

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Frequently Asked Questions

Event Details
What is the CX Summit?

Hosted by Case Status, the CX Summit is the premier gathering for legal professionals and innovators focused on client experience, technology, AI, data, and growth. Expect dynamic sessions, meaningful connections, and actionable takeaways.

When and where is the summit?
What’s the general schedule?
Travel & Lodging
Where should I stay?

We’ve secured exclusive room blocks with discounted rates for CX Summit attendees at two convenient locations:

Hotel Emeline (main venue) – $355/night
The Ryder Hotel (5-minute walk) – $328/night

Rooms are limited and available on a first-come, first-served basis.To access the discounted rates, register for your ticket today. Booking links will be included in your confirmation email!

Can I check in early or check out late?
Is transportation provided?
Tickets & Payment
What’s included in my registration?

CX Insider Pass
- Access to all general sessions, panels, and breakouts
- Entry to the Welcome Reception and Closing Ceremony (transportation included)
- Breakfast and lunch on Thursday and Friday
- Access to discounted hotel room block (while supplies last)

CX All Access Pass
Includes everything in the Insider Pass, plus:
- Entry to the exclusive Thursday Event Dinner
- Discounted rate for Thursday's Pre-Dinner Activity (optional)
- Official CX Summit swag package

CX VIP Pass
Includes everything in the All Access Pass, plus:
- Access to the VIP Lounge — a private space for select networking and speaker drop-ins
- Dedicated check-in and on-site concierge support
- Enhanced VIP Summit swag package
- Limited to 25 passes only

Do you offer group discounts?
What is the refund and transfer policy?
Programming & Networking
Who is this summit for?

Law firm leaders and employees who are focused on transforming the legal client experience.

Can I meet with speakers and sponsors?
Is there a mobile app?
How can I view the agenda?
Logistics & Attire
What’s the dress code?

Business casual is encouraged. Comfortable shoes are recommended for walking to nearby venues and evening events. Layers are helpful — Charleston weather can shift between warm and breezy in the fall.

Will there be dietary accommodations?
Will photos or videos be taken at the event?
Sponsorships
Can I sponsor the CX Summit?

If you’re interested in exploring sponsorship opportunities, reach out to us at cx-sponsors@casestatus.com. We’ll follow up to learn more about your goals and see if there’s a good fit.

Still have questions?

Reach out anytime at cx-summit-info@casestatus.com — our team is here to help make your experience seamless.