October 22, 2026 Lunch and Learn

 

October 22, 2026
11:30 AM - 1:00 PM
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The Headliners Club 21 Floor
221 West Sixth Street
Austin, TX 78701
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Implementation 101:  Choosing & Implementing Law Firm Software
Practice Management, Time, Billing & Accounting
Proper execution, due diligence, and things the software providers won't tell you!

with Christine Giles and Lori Dodge, CLM, SHRM-CP 

Let’s be honest; changing your core software is scary and there’s a lot that can go wrong. The current software for law firms is in flux and there’s a lot of uncertainty. Chris and Lori will tell you what to expect and how to properly execute, from identifying core needs, selecting partners, negotiating contracts, and how to make the process as smooth as possible. While our focus will be on Time, Billing, Accounting, and Practice Management, the skills and issues will be applicable to many kinds of software. 

We’ll share these key takeaways - and more:

  • Major factors and common mistakes to watch out for when choosing your software
  • What to look for when negotiating your contract
  • Hidden costs
  • How to select your team, including if you need a third-party consultant 
  • Planning your timeline
  • Performing Due Diligence in preparation and execution
  • Trust and accounting items necessary for meeting your legal and ethical obligations
  • Major misconceptions about the implementation process
  • Sample documents to help you with planning and implementation

 Earns 1.0 CLM and CLE credit

 Speakers:

 
Lori Dodge, CLM, SHRM-CP
has spent 20 years keeping law firms running so the lawyers don't have to think about anything but their clients. As Director of Finance and Operations at Ross Law, PC, she handles everything behind the scenes: finance, payroll, HR, IT, compliance, and whatever else needs solving – including software customization and conversions! She genuinely loves the operational side of legal, and the people are the best! Lori currently serves as Austin ALA Secretary and on the Education Committee; she has also served as Treasurer. When not at work, she’s with our ALA people or her fur babies.

Christine A. Giles After many years in public accounting, legal administration, and lending, Chris spent a few years "on the dark side", as a consultant to law firms, helping them select and implement software, evaluate and improve process, train staff and bring increased effectiveness and efficiency to their practices. She is now the Firm Administrator at Graves Dougherty Hearon and Moody. She has served the chapter in various capacities over the last 15 years and currently serves on the Education Committee. Chris is voracious reader and unrepentant dog spoiler.

Join Zoom Meeting

https://us06web.zoom.us/j/88149055263

Continuing Education Credits:
State Bar of Texas CLE Credit: 1.0 hour(s) of Practice Management.

CLM® Application Credit: 1.0 hour(s) of Organizational Development (OD).

CLM® Application Credit for Functional Specialists: 1.0 hour(s) in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM® Recertification Credit: 1.0 hour(s) in the subject area of Operations Management (OM)

 *This Lunch & Learn is for Austin ALA members, their guests, and business partners assigned to sponsor this event*

Our business partner sponsors for this month's luncheon are:

       

Important Reminders About Parking:

Park in the Procore Tower Building Garage at 221 W. 6th Street. Entrances are on 5th Street and Colorado Street. When you exit the garage, be sure to pick up a discount ticket at the meeting to receive the discounted $10.00 parking rate.

 

Tickets

$40.00 Member Ticket

$50.00 Guest or assigned business partner

$0.00 Remote session for members only

$0.00 Remote session for non-members only