Content Type, Event Recording, Merchandise, Canada, Southwest
Beyond Data, Part Two: AI Strategies for Smarter Experience Management in Law Firms
Beyond Data, Part Two: AI Strategies for Smarter Experience Management in Law Firms
Beyond Data, Part Two:
AI Strategies for Smarter Experience Management in Law Firms
Presented by LMA's Canada and Southwest Regions
Recorded Tuesday, September 9th, 2025
In June, our panel explored how law firms are leveraging AI to enhance Experience Management Systems (EMS)—transforming how data is captured, organized, and used to drive smarter business development, client service, and operational efficiency.
Now, we invite you to Part Two of Beyond Data: AI Adoption Strategies for Smarter Experience Management in Law Firms—a live roundtable discussion where we’ll revisit key themes and dive deeper into the questions raised by attendees.
Join returning moderator Stacey Morrow and panelists Jason Kennedy and Kalaivaani (Vaani) Vairavanathan, along with a new panelist Sara Essama, Senior Manager, Business Development and Marketing, Innovative Technology Sector at Foley & Lardner LLP for a candid conversation about how AI is reshaping EMS in law firms.
This interactive session will address real-world questions submitted after the first program, including:
- How are firms building strategic AI roadmaps to support EMS initiatives?
- What data sources and models power GenAI tools used in EMS workflows?
- How are firms using AI to clean CRM data, enhance Chambers submissions, and support cross-selling?
- What platforms and prompts are driving results in experience data capture and reuse?
- How are marketing and BD teams being trained to use AI tools effectively?
- What does AI-enhanced client service look like in practice?
- How are firms communicating their use of AI to clients—and managing confidentiality and security?
Missed Part 1? Watch the recording here.
Speakers:
Jason Kennedy is the Intellgence Solutions Manager at Holland & Knight, working as part of an industry leading Data Strategy team. For the past eight years, Jason has worked both in-house and as a consultant on multiple experience management initiatives as well as other enterprise level marketing technology projects. Jason has an MBA and a Masters in Marketing Analytics from the University of Alabama (Roll Tide).
Kalaivaani (Vaani) Vairavanathan is a seasoned professional specializing in competitive intelligence and data analysis, empowering organizations to make strategic decisions. With over 12 years of experience in the field, she collaborates closely with firm leadership, partners and business development professionals to deliver actionable insights that address, influence or resolve critical business and market questions. Her work is driven by an insatiable curiosity and a deep passion for visual data representation, fostering a data-centric culture.
Sara Essama is a Senior Manager of Business Development and Marketing at Foley & Lardner LLP. Sara has over 20 years of experience in professional services marketing and business development. At Foley, she is responsible for the Innovative Technology Sector, where she leads efforts in client development, targeting and growth initiatives, profile raising, lawyer coaching, pitch strategies, content creation, and events execution
Cost:
Members: Complimentary
Non-members: $40
For questions or concerns about your event registration, please contact lmasouthwest@legalmarketing.org