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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.

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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
arrow right
Access to all general sessions, panels, and breakouts
arrow right
Entry to the Welcome Reception and Closing Ceremony
arrow right
Breakfast and lunch on Thursday and Friday
arrow right
Access to discounted hotel room block (while supplies last)
arrow right
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.

2025 Speakers & Panelists

Keynote Speaker
Coming Soon!
Stay Tuned For More Info

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

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

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 Hildalgo
Founding Partner
Sergio Hildago Law

Nikki Montlick
Attorney
Montlick Injury Attorneys

Ruby Powers
Founding Partner
Powers Strategy Group

Chris Keller
Managing Partner
Keller Swan Injury Attorneys

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.

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
5:00 PM - 7:00 PM
Welcome Reception & Keynote Address
at Hotel Emeline
Thursday, September 25 
9:00 AM - 10:00 AM
CX Summit 2025: The Future of Client Experience
10:00 AM - 10:45 AM
A Legacy Law Firm:Leading Through Change & Growth
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
10:25 AM - 10:45 AM
The Space to Be Unreasonable:
Reimagining the Law Firm Experience
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
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
11:40 AM - 12:00 PM
Signal versus Noise: Building Client Loyalty, One Insight at a Time
12:00 PM - 1:30 PM
lunch
1:30 PM - 2:15 PM
CX = ROI: Turning Great Service into Sustainable Referrals
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
1:55 PM - 2:15 PM
Integrations, Automations, and Expectations:
Tech that Streamlines CX
2:15 PM - 3:00 PM
Beyond Gut Instinct: Using X + O Data to Improve Outcomes
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
2:40 PM - 3:00 PM
Voice AI in Action: Scaling Personalization
Without Losing Trust
3:00 PM - 3:30 PM
break
3:30 PM - 4:15 PM
A Deeper Look at Client Intelligence and the Case Status Roadmap
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
3:55 PM - 4:15 PM
Structure for Scale:
Building Calm, Client-Centered Teams
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
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
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
11:45 AM - 12:30 PM
break
12:30 PM - 2:30 PM
Lunch & Closing Ceremony
TBA

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 discounted room blocks at both Hotel Emeline (main venue) and The Ryder Hotel (walking distance). Booking instructions will be included in your confirmation email after registering.

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.