Know Before You Go

Welcome to Take Charge! Solo and Small Firm Summit--April 25, 2025

The 2025 Take Charge! Solo and Small Firm Summit promises to be a dynamic and engaging experience for solo and small firm practitioners. With over 15 innovative breakout sessions, you'll gain insights and practical strategies to elevate your legal practice, streamline operations, and enhance client satisfaction.

This year's summit focuses on giving you the tools to work smarter, not harder, with strategies in key areas like innovation, efficiency, client attraction and retention, and cybersecurity. It's the perfect opportunity to take your practice to the next level!

Conference Tracks Overview

The Summit offers a diverse range of tracks designed to provide you with in-depth knowledge and actionable strategies for improving your legal practice. Whether you're looking to adopt the latest technology, streamline your operations, grow your client base, or enhance your cybersecurity measures, these tracks will equip you with the tools and insights you need to succeed in today’s rapidly evolving legal landscape. With over 15 dynamic breakout sessions, each track is carefully designed to meet the specific challenges and opportunities faced by solo and small firm practitioners.

Here's a closer look at the four key tracks at this year’s summit:

Innovation Track:

The Innovation Track is all about embracing change and staying ahead of the curve in an ever-evolving legal industry. This track focuses on exploring emerging technologies and innovative approaches to legal practice that can transform your firm. Whether it’s implementing new software to manage client interactions, automating tedious administrative tasks, or discovering new ways to deliver legal services, these sessions will help you harness innovation to create efficiencies and stay competitive in the market. By attending this track, you'll leave with the tools to enhance your firm’s operations, improve client experiences, and gain a competitive edge.

Efficiency Track:

In the Efficiency Track, we’ll dive into the core principles of managing your practice with precision and productivity. This track is designed to help you optimize your firm’s operations, streamline workflows, and reduce costs. You’ll learn practical techniques for time management, maximizing billable hours, automating routine tasks, and using technology to boost firm efficiency. Whether you're looking to cut down on administrative overhead or improve staff coordination, this track will provide you with the strategies you need to build a leaner, more effective firm.

Client Attraction & Retention Track:

The Client Attraction & Retention Track is essential for any lawyer looking to grow their practice and maintain long-term client relationships. In this track, you’ll explore effective marketing strategies for attracting new clients, from building a robust online presence to mastering client referrals. You'll also learn valuable techniques for retaining clients, building trust, and enhancing customer satisfaction, ensuring they stay with you for years to come. If you're looking to grow your client base while maintaining strong, lasting relationships with those you serve, this track is designed to provide you with the insights you need.

Cybersecurity/Technology Track:

As technology becomes more integrated into legal practice, safeguarding client data and maintaining firm security is increasingly critical. The Cybersecurity/Technology Track addresses the latest trends in legal tech and cybersecurity, offering practical advice on protecting sensitive information, preventing cyber-attacks, and ensuring your practice complies with ethical standards and data protection regulations. Whether you're concerned about securing your practice’s digital assets or looking to explore the latest technology tools for your firm, this track will ensure you're up-to-date on essential security practices and cutting-edge technology that can help mitigate risks.

Select your sessions and plan your conference

Browse the full lineup of breakout sessions and workshops online to plan your conference experience in advance. With over 15 dynamic sessions, you'll be able to tailor your schedule to focus on the areas that matter most to your practice. Be sure to take full advantage of this opportunity to maximize your time and get the most out of your summit experience.

SCHEDULE COMING SOON

Must attend events

As you prepare, don’t miss these key events: For your pre-planning, here are a few important events at conference you won’t want to miss:

Exhibition Hall Opening - Kick off the Summit by exploring our Exhibition Hall, where you can discover the latest products, services, and tools tailored to solo and small firm practices. Engage with exhibitors and explore opportunities that can help streamline your legal practice.

Conference Registration & Breakfast - Start your day with a warm welcome at the registration desk, where you'll receive your Summit materials. Enjoy a light breakfast while networking with fellow attendees and preparing for a day of insightful sessions and discussions.

Networking Reception - Wrap up the day by connecting with fellow legal professionals at the Networking Reception. Enjoy drinks and appetizers in a relaxed setting, where you can share experiences, discuss challenges, and forge valuable connections with peers and potential collaborators.

Explore the Exhibit Hall

Visit the Exhibit Hall where you can explore the latest products, services, and technologies tailored to help streamline your legal practice. Engage with top vendors, discover solutions that will improve efficiency, and find tools to enhance your firm's growth and success.