Resources
LEX Summit 2026: A Survival Guide
A focused guide to the workshops, educational sessions, and networking opportunities that law firm technology, operations, and finance leaders should prioritize.
Julia Bodet
Growth
Large legal tech conferences can leave even the most experienced technology leaders overwhelmed by a week of product announcements and demos.
LEX Summit 2026 will take place between October 26-29 at the Marriott Marquis San Diego Marina, with attendance this year projected to be over 35% higher than 2025.
Between hands-on Basecamp training, educational sessions, side parties, and Matthew McConaughey and Kwame Christian headlining as keynote speakers, nearly everything on the agenda can feel like a do-not-miss event.
This schedule is built to help narrow your week based on your core focus: technology and AI, firm operations, and finance and revenue operations. All educational sessions are recorded, so we recommend attending workshops and interactive sessions when possible to get the most out of this conference. Review the LEX Summit FAQ for recording and CLE details.
All times are Pacific. Session details may change, so confirm them in the official 2026 agenda and event app before finalizing your schedule.
First, understand the shape of the week
Monday is the best day for concentrated training. Basecamp often follows instruction with a workshop on the same subject. Arrive with a current workflow or configuration problem and use the pair as working time.
Tuesday and Wednesday combine product announcements, practitioner sessions, Basecamp labs, customer examples, and exhibitors. Attending the Flight Deck Welcome Party and LEX Fest serve as good opportunities to meet other firm leaders outside of the exhibit hall and sessions. Interesting, unprompted conversations can come from these events.
Thursday is short but valuable: breakfast runs from 8:00 to 9:00 a.m., followed by Ask an Expert from 9:00 to 10:30. The last day of a large conference leaves room for easier access to connect with speakers and other attendees.
Build the week around one focus
Before choosing sessions, identify a project, process, or technology decision your firm expects to address within the next twelve months. Define the KPIs the technology investment should improve and use those priorities to shape your schedule. Gather three kinds of evidence throughout the conference: what the technology can do, how another firm has implemented it, and what deployment would require from your team.
Building a secure, AI-ready technology stack
Use this schedule if your firm is evaluating AI deployment, security controls, integrations, or the architecture supporting Filevine. The priority is understanding what can operate securely and reliably in production.
Monday Basecamp
8:45–9:30am, Room 2 — Working with Filevine AI/LOIS, followed by a workshop
10:30–11am, Room 3 — Keeping Your Organization Secure (Account Manager), followed by a workshop. Room change from 3 to 5.
Tuesday and Wednesday Educational Sessions
Tue 9:30–10:15am, Grand Ballroom — Dr. Cain Elliott & Filevine Futurists. Filevine’s futurist team on where legal AI is heading. Description pending publication.
Tue 10:45–11:30am, San Diego Ballroom Salon A+B — Rethinking Privacy and Security in the Age of AI. A firm privacy officer and Filevine’s CISO on privacy and security posture for AI in legal. Description pending publication.
Tue 1:30–2:15pm, Grand Ballroom — AI on Trial: How Plaintiff & Defense Are Reshaping Legal Practice. Plaintiff, defense, and in-house perspectives on where AI adoption is accelerating and why it differs by practice setting, covering discoverability, bias, hallucinations, and court scrutiny.
Tue 2:30–3:15pm, room not yet assigned — You Bought the Legal AI Tools. Now What? A CIO on what happens after the contract is signed: writing practical AI policies, protecting data, building a trust-but-verify culture, and managing cost and risk.
Wed 11:40am–12:25pm, Marina Ballroom – G — From Fear to Framework: Building a Safe AI Strategy for Government Legal Teams. The difference between consumer AI and legal-specific AI built for confidentiality and privilege, plus procurement barriers and the risk of ungoverned shadow AI.
Scaling firm operations and technology adoption
Use this schedule if your firm is focused on standardizing work, increasing throughput, improving adoption, or building a stronger operating model around Filevine.
Monday Basecamp
8:45–9:30am, Room 4 — Building & Maintaining Your Filevine Environment (Contacts & Customs Editor), followed by a workshop
11–11:45am, Room 3 — Medchron by Filevine
1–1:45pm, Room 5 — Lead Docket 101, followed by a workshop
2:45–3:15pm, Room 3 — Keeping Your Organization Secure (Account Manager), followed by a workshop
Tuesday and Wednesday Educational Sessions
Tue 10:45–11:30am, San Diego Ballroom – Salon C — Filevine as a Living System: Building, Rebuilding, and Never Stopping. Three firm operators demo their actual builds, covering intake, workflows, decluttering through hidden sections and action buttons, the client portal, and Periscope reporting, plus why a dedicated admin role drives adoption.
Tue 11:40am–12:25pm, San Diego Ballroom – Salon C — Turning Your Employees Into Rainmakers with Filevine. How one managing partner built a culture where business development isn’t only the owner’s job, and how Filevine and Lead Docket turn referral relationships into a trackable system.
Tue 2:30–3:15pm, room not yet assigned — From 80,000 Cases to Action: How AI and Smart Workflows Power Modern Mass Torts. Managing 80,000+ Camp Lejeune claims through workflow automation and AI-assisted review, plus driving firm-wide adoption and building guardrails.
Wed 10:45–11:30am, San Diego Ballroom – Salon C — Built for Us: How Two Firms Configured Filevine to Fit Their Practice. A business law firm and an elder care firm on configuring document management, generation, reporting, and process standardization, including what needed custom work and what they’d do differently.
Wed 11:40am–12:25pm, San Diego Ballroom – Salon C — One Platform, Every Matter: How SRM Built an In-House Legal Operating System. 6,400 active matters in one environment, covering acquisitions through workers’ compensation, with DocGen, LOIS for Word, LOIS Console, and a custom in-house AI assistant.
Improving financial visibility and revenue operations
Use this schedule if your firm is focused on time capture, billing, profitability, or the reliability of management reporting. The priority is understanding the data and user behavior behind the numbers.
Monday Basecamp
10:30–11am, Room 4 — Attorney Reporting, followed by a workshop
1–1:45pm, Room 4 — Financial Admins Reporting, followed by a workshop
Tuesday and Wednesday Educational Sessions
Tue 1:30–2:15pm, room not yet assigned — From Intake to Lifelong Clients: Modern Legal Marketing on Both Sides of the Case. Three operators on building a repeatable marketing engine on Filevine, covering post-case referral generation, brand-driven referrals, and carrier relationship management on the defense side.
Wed 10:45–11:30am, Marina Ballroom – G — Bridging the Divide: Real-World Lessons from Public Sector and Private Practice Legal Ops. Also listed under Operations. Relevant here for the segment on AI shifting legal billing from time spent to value delivered.
Wed 2:30–3:15pm, San Diego Ballroom – Salon A+B — Crushing Chaos: Run Your Firm on Numbers, Not Nerves. Systematization frameworks behind a 46% growth rate after implementing Filevine and Periscope, covering financial discipline, marketing systems, and people operations.
General events to keep on your radar
Monday, Oct 26: Basecamp day
8–9am — Breakfast
12–1pm — Lunch
6–8pm, Main Floor Foyer outside the Grand Ballroom — Opening Cocktail Reception.
No exhibitor hours Monday, training only.
Tuesday, Oct 27 — main conference day 1
Tue 7–8am — Breakfast.
Tue 8–8:30am, Grand Ballroom — Ryan Anderson Welcome.
Tue 8:30–9:30am, Grand Ballroom — Michael Anderson & Filevine Product Team.
Tue 12:30–1:30pm — Lunch.
Tue 3:45–4:45pm, Grand Ballroom — Kwame Christian keynote.
Tue 7–10pm — Flight Deck Welcome Party, sponsored by Swyft.
Wednesday, Oct 28 — main conference day 2
Wed 7–8am — Breakfast.
Wed 8–9am, Grand Ballroom — Michael Anderson & Filevine Product Team.
Wed 9–10am, Grand Ballroom — Keynote Speaker
Wed 12:30–1:30pm — Lunch.
Wed 7–10pm — LEX Fest, the closing celebration.
Thursday, Oct 29 — wind-down
Thu 8–9am — Breakfast.
Thu 9–10:30am, Pacific Ballroom – Room 5 — Ask an Expert. One-on-one time with Filevine specialists. The only programming Thursday.
What PointOne will be discussing: automatic time capture in the PMS environment
As firms make Filevine the operational center of their matters, timekeeping can remain disconnected from work occurring across email, documents, meetings, calls, and other applications.
PointOne integrates with Filevine, Aderant, Centerbase, Clio, Elite, LeanLaw, MyCase, and SurePoint, as well as legal billing and financial management platforms Juris and TimeSolv, to capture that activity and generate detailed time entries for attorney review.
Approved entries flow into the firm’s existing practice management workflow, helping firms create a more complete record of work without requiring attorneys to reconstruct their day manually.
Book a meeting with PointOne to discuss how automatic time capture can work within your firm’s Filevine environment.