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20th Solo and Small Firm Conference

20th Solo and Small Firm Conference

How do you build a successful practice today and make sure it's "future-ready"? Plan for the present and what’s ahead.... Discover why integrated technology and AI is a game-changer for exceptional client service at this year's Solo/Small conference. Our presenters give you practical information about hiring and training, expanding your market reach, and more. Gain practical strategies to make your practice resilient and explore the latest tools, software, and services from exhibitors. Plus, our InfoXchange professionals answer your questions and tell you about LSO resources that can help you everyday. Don’t miss this opportunity to be a part of your vibrant professional community and share your experiences with your colleagues.

Exhibitors

By Lawyers

By Lawyers provides up-to-date legal guides, precedents, and matter plans to save time, streamline firm processes, and empower your firm to practice with confidence. Recent Ontario additions include Client Contingency Plans, Notary Public services, and AI-powered prompts to speed up files.

Explore By Lawyers extensive library of legal resources at: bylawyers.ca.

Read the By Lawyers digital leaflet

Learn more at bylawyers.ca

Clio

Clio is the world’s leading provider of cloud-based legal technology, trusted by 400,000 legal professionals worldwide. As the industry’s only end-to-end software solution, Clio centralizes client intake, case management, document automation, payments and more. Clio has the most 5-star reviews of any legal practice management software.

Read the Clio digital leaflet

Learn more at www.clio.com

Closer

Closer is a modern conveyancing platform built by Canadians to help law firms ditch the manual busy work and get back to what matters. Trusted by over 500 firms, we streamline everything from file opening to registration so you can close residential deals faster and with total peace of mind.

Read the Closer digital leaflet

Learn more at www.closer.ca

CosmoLex

CosmoLex is the only end-to-end practice management solution built with the needs of modern small and mid-sized law firms in mind and is the exclusive legal practice management software for the Canadian Bar Association. Experience compliant and secure matter management, business and trust accounting, timekeeping, invoicing, payment processing, and legal CRM – accessible anytime, anywhere. Try CosmoLex for free at www.cosmolex.ca.

Read the CosmoLex digital leaflet

Learn more at www.cosmolex.ca

Custodius

Custodius provides secure, Centralized Will Storage, ensuring your client's wills are protected, accessible, and delivered when needed. Trust us to safeguard your client's legacies with reliability and professionalism.

Read the Custodius digital leaflet

Learn more at www.custodius.ca

Dye & Durham

Dye & Durham is the global leader in legal tech, providing law firms with everything they need to run a thriving practice. From conveyancing and practice management to data insights, due diligence reports, and client onboarding, Dye & Durham's suite of innovative solutions empower law firms to achieve more growth with less effort.

Read the Dye & Durham digital leaflet

Learn more at dyedurham.ca

eState Planner

eState Planner is a cloud-based solution built by estate lawyers, and used by 450+ firms to streamline, grow, and safeguard their practice.

Voted best wills and estates software by Canadian lawyers for four consecutive years, this platform improves client intake, flags potential planning issues, and generates customizable wills and other estate planning documents.

Read the eState Planner digital leaflet

Learn more at e-stateplanner.com

LEAP Legal Software Canada

LEAP Legal Software is a cloud-based legal practice productivity solution that enables law firms to streamline their processes while increasing productivity and profits. Law firms using LEAP enjoy the benefits of a practice management system, intelligent AI tools, matter-based legal accounting, document assembly and management, and legal publishing assets in one integrated solution. In Canada, more than 6,000 legal professionals use LEAP’s cutting-edge technology to service 10+ areas of law. Stay connected and work securely using LEAP from anywhere, backed by SOC 2 Type 1 certification.

Read the LEAP Legal Software Canada digital leaflet

Learn more at www.leaplegalsoftware.com/ca

LexisNexis®

LexisNexis Canada is part of LexisNexis® Legal & Professional, a leading global provider of information and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. We focus on delivering better outcomes for law firms through our market-leading products that combine comprehensive content with workflow efficiency solutions.

Read the LexisNexis® digital leaflet

Learn more at www.lexisnexis.com/en-ca

Lexo.ai

Lexo is automated Quote & Intake tool designed for Real Estate Lawyers in Canada. Lexo manages all administration tasks in onboarding a client onto your conveyancer to free up your firm’s time to focus on building client relationships and execution!

Read the Lexo.ai digital leaflet

Learn more at www.lexo.ai

Realaml

Realaml is an AML and client onboarding platform designed specifically for law firms, bringing KYC, CDD/EDD, PEP, and HIO checks into one streamlined workflow. It integrates seamlessly with legal practice management systems, offers flexible pay-per-use pricing, and supports compliant reporting and audit trails aligned with Law Society and FINTRAC requirements. By reducing manual processes and lowering compliance risk, Realaml helps firms onboard clients more efficiently while upholding high regulatory standards.

Read the Realaml digital leaflet

Learn more at realaml.com/en-CA/s/home

RunSensible

RunSensible is an all-in-one legal practice management platform for firms of any size. Manage matters, automate documents, track deadlines, streamline intake, and handle billing in a secure cloud system with built-in accounting and trust accounting. Reduce admin work, improve collaboration, and boost efficiency across your practice.

Read the RunSensible digital leaflet

Learn more at www.runsensible.com

Scotiabank

The Scotiabank Lawyer Banking Program offers tailored advice and banking solutions designed to meet your unique needs as a lawyer. In addition to preferred benefits, this includes banking solutions created with law professionals like you in mind. Whether you’re on track to start, expand or transition your practice, incorporating your business, investing, or planning for your retirement, Scotiabank is committed to providing you with financial advice and tailored banking solutions to meet your personal and practice needs.

Read the Scotiabank digital leaflet

Learn more at scotiabank.com/lawyers

Teranet Inc.

Teranet is Canada's trusted provider of statutory registry services and innovative legal technology, supporting Ontario's legal community for decades. Designed with solo and small firms in mind, Teranet's SureFund™ and Undertakings Solutions help legal professionals securely manage trust-related obligations, streamline undertakings, and reduce administrative risk. Built into intuitive, easy to use online platforms, these solutions enable lawyers to work more efficiently, protect compliance, and stay focused on delivering client value. Whether you practice real estate law, civil litigation, or corporate law, discover Teranet's intuitive solutions that allow you to strengthen operational performance for your firm.

Read the Teranet Inc. digital leaflet

Learn more at www.teranet.ca/industries/legal

TVA | The Legal Outsourcing Network®

Taran Virtual Associates is The Legal Outsourcing Network®.  Since 1997, our clients have outsourced their legal research, drafting, court appearances, examinations for discovery and mediations to our network of over 90 Canadian contract lawyers.  Join the ranks of over 1,300 clients who profit from our experience and rates.

Increase billings, settle more files, and keep your clients happy when you delegate to TVA. Contact our project management team to tap into our impressive roster. Avoid re-inventing the wheel with the help of TVA’s precedents.

Our Virtual Associates® contract lawyers will provide you access to a full array of expertise. Our legal outsourcing network ranges from a 1966 call who has conducted over 150 trials to a team of research lawyers who have their LL.M, Ph.D., and/or have clerked at the Court of Appeal.

Access on demand talent, only when you need us. Virtual is in our company name.

Read the TVA | The Legal Outsourcing Network® digital leaflet

Learn more at virtualassociates.ca

Sponsors

Platinum Sponsors
Gold Sponsors
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The InfoXchange

The InfoXchange

Have a question in mind? Look to the people at The InfoXchange for the answer!

Foundations of Sole Practice
Great Library
Homewood Health
Lawyers' Professional Indemnity Company (LAWPRO®)
Law Society Referral Service (LSRS)
Legal Information and Resource Network (LiRN)
Practice Management Helpline (PMH)
Practice Resources
Practice Review
Pro Bono Ontario
Spot Audit
Trustee Services