An in-person intensive for legal marketing and business development professionals who need more than vague “innovation.” This program gives participants a practical roadmap, reusable tools, and a clearer view of how modern law firms actually generate growth.

Legal Marketing Innovation Academy

COHORT 3: MAY-SEPTEMBER, 2026

Boston | Chicago | Los Angeles | New York | Philadelphia
Richmond | San Francisco | Toronto | Washington DC

BUILT FOR THE LEGAL MARKET
There are more technology options for law firms today than ever before — and no single right answer. The right approach depends on your firm’s growth strategy, internal resources, and digital maturity. The Legal Marketing Innovation Academy gives you the framework to evaluate your full technology stack — from CRM to website to marketing automation, analytics, and AI — and build a roadmap you can execute with confidence.
CRM platforms for AM Law 75 firms
There are more technology options for law firms today than ever before — and no single right answer. The right approach depends on your firm’s growth strategy, internal resources, and digital maturity. The Legal Marketing Innovation Academy gives you the framework to evaluate your full technology stack — from CRM to website to marketing automation, analytics, and AI — and build a roadmap you can execute with confidence.
Executive Summary

A workshop for people who have to make the machine work

Every participant leaves with the tools to build a multi-year transformation roadmap, a comprehensive toolkit of reusable templates, and a broader understanding of the business processes behind how firms generate revenue — and how technology and process support that growth.

KEY DELIVERABLES

What participants build and take back

Unit 1 : Introduction to Legal Marketing
  • Market structure, legal marketing maturity, and the MarTech Wheel framework.

Unit 2: Digital Maturity Assessment
  • Interpret scores, benchmark position, and select the right strategic priority.

COURSE OUTLINE
Unit 4: Experience, Pitches & Proposals
  • Profiling workflows, governance, taxonomies, and proposal acceleration.

Unit 3: Core Technologies
  • CRM, ERM, analytics, integrations, data architecture, and AI opportunities.

Unit 5: Marketing & BD Strategies
  • Business planning, client intelligence, website strategy, SEO, GEO, and AEO.

Unit 6: Tools for MarTech Management
  • Roadmapping, stakeholder management, software evaluation, and team design.

Unit 7: AI in Legal Marketing
  • Practical applications and how to place AI in Year 1, 2, or 3 of the roadmap.

* Final Presentation & Certification
  • Optional remote presentation with peer feedback and LMIA certification.

Led by practitioners who have been in the room when these decisions get messy

Helping law firms turn marketing technology and relationship data into strategic growth capabilities. Michelle previously held leadership roles at Covington and Orrick and advised large law firms on CRM strategy at LexisNexis. She holds an MBA from Penn State and is a Six Sigma Black Belt, bringing a process-driven approach to complex organizational change.

Michelle Woodyear, MBA
CEO & Principal Consultant

Connecting marketing technology, data, and AI into systems that drive revenue growth at law firms. Greg leads Mount Insights’ AI advisory practice and brings 25+ years of enterprise marketing and data strategy experience, including leading global digital marketing at Thermo Fisher Scientific across a $40B organization.

Greg Gendron
COO & AI Practice Lead

INSTRUCTORS
TUITION

Straightforward pricing

$795

EARLY BIRD

$995

Best for people who do not enjoy paying more later for the exact same thing.

Same core experience, same materials, same path to certification.

Organizational and group pricing available upon request. Dates coming soon.

Legal Marketing Innovation Academy
Cohort 3

May-September 2026

Boston | Chicago | Los Angeles | New York | Philadelphia
Richmond | San Francisco | Toronto | Washington DC

Request Details for a city near you!

Email InnovationAcademy@mountinsights.com to schedule a call with LMIA course directors