June 16, 2026
A Pragmatic Path to M365 Data Security for Law Firms
Law firms sit at the intersection of highly sensitive client data, client and regulatory scrutiny, and increasing security threats. Most law firms use M365 and own powerful Microsoft Purview capabilities, but few are realizing the full value of Purview. This presentation introduces a pragmatic approach using Purview capabilities to achieve the following outcomes; visibility into data risk, enforceable protections, and a secure defensible framework.
We’ll explore our Microsoft Data Security Assessment, which helps firms identify where sensitive data lives, how it’s being used, and where risks and exposure exist. From there, we’ll dive into our Purview Accelerator, a structured deployment sprint that turns recommendations into reality by implementing data classification, sensitivity labels, DLP and retention policies aligned with law firm security and information governance best practices.
Attendees will leave with a clear understanding of how to move from strategy to execution, reduce data risk, and establish sustainable, defensible governance without over-engineering or disrupting attorney workflows.
June 17, 2026
Why Most Law Firm AI Initiatives Fail
Law firms are rapidly investing in AI tools– yet many firms are discovering that successful AI adoption depends less on the technology itself than on the operational realities beneath it.
In practice, firms are encountering familiar challenges in new ways: fragmented repositories, inconsistent metadata, low trust in AI outputs, unclear governance, inefficient workflows, and uneven user adoption. At the same time, firms are exploring AI-enabled workflows and agents designed to reduce manual effort, improve consistency, and accelerate decision-making across administrative departments and legal practice teams.
This session will examine why many law firm AI initiatives struggle to scale beyond pilots and isolated use cases, and what firms are learning as they move from experimentation toward operationalization.
Topics will include:
- How AI is exposing longstanding operational and governance challenges within law firms
- The growing importance of structured data, governance, and workflow design in successful AI deployments
- How firms are leveraging AI-enabled workflows and agents across administrative and legal functions
- The realities of AI adoption, including training, change management, trust, and user behavior
- Practical approaches to operationalizing AI without disrupting attorney workflows
Attendees will leave with a pragmatic understanding of the operational, organizational, and governance issues shaping the next phase of AI adoption in legal, along with practical ideas for driving sustainable value from AI investments.