2024 Agenda
Our 2024 Agenda will be finalized and released closer to the event. Please check back for a complete schedule. Exciting things to come!
12:30pm - 12:55pm | Opening Remarks
Join us as we kick off Partner Day at Inspire - hear what's in store and what you can expect to hear about in the next 24 hours.
1:00pm - 2:00pm | Optimizing NetDocuments for Legal Practices: Understanding the Work to Sell & Configure Smarter
In this session, you’ll dive into how different areas of law influence the way you sell and configure NetDocuments to meet your clients' specific needs. Discover how to tailor your setup to maximize efficiency and client satisfaction, and explore which PatternBuilder apps can streamline workflows for each practice area. By the end of this session, you'll walk away with actionable insights to better serve your legal clients through customized, innovative solutions.
1:00pm - 2:00pm | Mastering NetDocuments' Security Story
Specifically designed for partners, this session on Security dives into the robust capabilities of our platform and will cover things like Profile Based Security and inheritance. Deliver even greater value to your clients and expand your knowledge with practical ways to optimize NetDocuments for your customers.
2:00pm - 2:15pm | Break
Stretch your legs between sessions and say hi to peers and the NetDocuments team!
2:15pm - 3:15pm | Smooth Transitions: Effective Change Management
Change can be challenging, but it doesn't have to be! This session will tackle the hurdles of product implementation and rollout head-on. We'll delve into key aspects of Change Management including setting clear expectations, thorough discovery processes, and crafting a proper Statement of Work (SOW). Plus, we'll share valuable documentation and communication tips to help you navigate change with confidence. Join us to transform challenges into opportunities and make change an exciting journey for you and your customers.
2:15pm - 3:15pm | Implementations: Boost Your Skills & Stay Ahead of the Curve
Join this session specifically made for NetDocuments implementation partners. You'll learn about the latest updates to the administrative interface while revisiting essential fundamentals required to deploy NetDocuments. You'll leave with knowledge and skills necessary for a successful implementation. Eligible for Implementation Recertification credit.
3:15pm - 3:30pm | Break
Stretch your legs between sessions and say hi to peers and the NetDocuments team!
3:30pm - 4:30pm | Mastering the Art of Selling NetDocuments
Join us for an engaging session to boost your sales game in the dynamic world of legal DMS! We'll dive into the competitive landscape and share effective strategies for change management, value-based selling, and handling objections with confidence. Empower yourself as a NetDocuments partner and gain the skills you need to excel — plus, this course is eligible for Sales Recertification credit!
3:30pm - 4:30pm | Mastering M365 Integrations: A Configuration Deep Dive for Partners
In this session, you’ll explore how NetDocuments integrates seamlessly with Microsoft 365 through Outlook, Teams (ChatLink), and Word (PatternBuilder) to deliver a secure, efficient, and compliant document management experience. We’ll provide a technical overview of these key capabilities, showing you how to configure the Outlook Add-in, ChatLink, and Word Add-in all at once for maximum efficiency. You’ll also learn how to help your customers prepare for upcoming Microsoft updates, ensuring they stay ahead of the curve. Join us to streamline your configurations and empower your clients with a future-ready solution.
4:30pm - 4:45pm | Break
Take a break and stretch your legs before you hear from the next round of speakers!
4:45pm - 5:15pm | Driving Growth Together: NetDocuments 2025 Partner Marketing Strategy
Join us for an exclusive look into NetDocuments' marketing vision for 2025 and beyond. This session will explore our market positioning, communication strategies, and the innovative initiatives driving our future growth. Discover how our approach is evolving to stay ahead of industry trends and how you can align with these strategies to unlock new opportunities. Don’t miss this chance to gain valuable insights and become an integral part of our journey towards continued success.
6:30pm - 7:00pm | Reception
Let's come together to enjoy great food, drinks, and conversations.
7:00pm - 8:30pm | Dinner and Awards
We'll celebrate each other's successes with our annual Partner Awards and dinner event.
8:00am - 9:00am | Breakfast
Start your day with something to eat and get the energy going.
9:00am - 9:10am | Opening Remarks
Kick start your day with a quick recap of key insights from previous sessions and get a sneak peek into the exciting topics and events to come. This is a great opportunity to reflect on what you've learned so far and get energized for the rest of the conference. Join us to stay connected and make the most out of your experience!
9:15am - 10:15am | Building a Future-Ready Services Practice with AI and NetDocuments
Position yourself as a key player in your customers' AI-driven future by shaping their AI strategy with NetDocuments apps. This session builds on Day 1's insights from "Optimizing NetDocuments for Legal Practices" and takes it further by showing you how to create a services practice around these powerful products and capabilities. Learn how to leverage AI to not only meet your clients’ needs but also drive your business forward.
9:15am - 10:15am | Mastering Generative AI with ndMAX
Discover how Generative AI can transform the way you deliver legal services and create value for your clients. Take your app-building skills to the next level in this session that is built for partners already working with PatternBuilder and PatternBuilder MAX. You'll get best practices to create powerful, efficient apps, to deliver even more value to your customers. Leave with practical, actionable insights to level up your app-building game and boost your success.
10:15am - 10:30am | Break
Take a break and stretch your legs before you hear from the next round of speakers!
10:30am - 11:30am | Exploring What's Ahead: The NetDocuments Roadmap
Hear from NetDocuments leadership about the exciting developments ahead in the NetDocuments product roadmap. Get an insider's look at the upcoming features, enhancements, and innovations we're bringing to the platform plus learn how these advancements align with market trends and discuss how you can leverage them to drive growth and success for your clients.
11:30am - 11:45am | Closing Remarks
Join us as we close out an exciting 2 days with key takeaways and look ahead to the exciting opportunities that await us. Leave Inspired for the journey ahead!