Chelsea Williams
Chelsea Williams Core Solutions Group, Inc.
The Financial Intelligence Revolution How AI Is Transforming Law Firm Profitability
Register Now
Premieres January 16, 12:00 PM ET/9:00 AM PT
00 Days
00 Hours
00 Mins
00 Secs
Register Now
The Financial Intelligence Revolution: How AI Is Transforming Law Firm Profitability

The Financial Intelligence Revolution: How AI Is Transforming Law Firm Profitability is a practical session on why revenue alone is not the goal and how law firm owners can use a CFO-style framework plus AI support to improve profit, cash flow, and decision-making. We’ll cover the “3 Pillars” (Foundation, Flywheel, Framework), the 4 hard truths that block profitability, and the first steps to build stronger systems, cleaner reporting, and more cash in the owner’s pocket.

Agenda:
  • Welcome and session goals
    • What you’ll walk away with and how to use the framework during and after the session

  • Why “more revenue” is not the answer
    • The revenue vs. profit gap
    • Common symptoms of a profitability problem in law firms

  • The Financial Intelligence Revolution (AI + CFO thinking)
    • How AI is changing financial visibility, speed, and decision-making
    • What financial “intelligence” looks like in practice

  • The 3 Pillars for sustainable profitability
    • Pillar 1: Foundation
      • Clean bookkeeping, tax strategy alignment, and reliable financial reports
    • Pillar 2: Flywheel
      • Budgeting, 12-month rolling forecast, and a cash management system
    • Pillar 3: Framework
      • KPIs, monthly financial reviews, quarterly pivots, and annual planning

  • The 4 hard truths that block profit and cash flow
    • The “profit problem” vs. a revenue problem
    • Cash flow discipline and consistency
    • Avoidance, messy systems, and decision fatigue
    • Overpaying for chaos and why structure fixes it

  • Practical implementation: what to do first
    • Quick wins to stop leaks, tighten spending, improve reporting, and build cash padding
    • Simple next steps to start compounding results

  • Q&A
Read More
Duration of this webinar: 60 minutes
When: Premieres in 2 days | January 16, 2026 9:00 AM PT
Register Now
Speaker
Chelsea Williams
Chelsea Williams Chief Financial Architect
Core Solutions Group, Inc.

Chelsea Williams is a financial expert, Forbes Advisory Board Member, and the founder of Core Solutions Group, Inc. — a financial services firm dedicated to helping law firms turn financial confusion into confident, data-driven decisions. Read More ›

Watch Related Videos
CLE
Desire’e Martinelli
Desire’e Martinelli Esquire Interactive LLC
Jeff Lantz
Jeff Lantz Esquire Interactive LLC
Avoiding Modern Ethical Mishaps How To Develop a Strong Firm AI Policy
Watch Now
CLE
Ruby Powers
Ruby Powers Powers Strategy Group
Future-Proofing Your Legal Practice Strategic AI Integration for Modern Law Firms
Watch Now