Inspire 2022
NOV. 9 (Partner Day)
supporting your very best work
Attendees will learn from an impressive lineup of industry experts about the latest in legal technology trends and leave with a deeper understanding of how to maximize their success with the NetDocuments platform and powerful partnerships. Benefit from getting a first look at new features and products and education on how to achieve greater levels of security, compliance, and productivity.
On Wednesday, November 9, the afternoon is dedicated to partner sessions that will feature our awards ceremony, provide additional insight into product roadmaps, deliver enhanced sales enablement tools, and more.
why should you attend?
2022 expected attendance
venue
Gaylord Rockies Resort & Convention Center
Standing at the edge of the Front Range, Gaylord Rockies Resort & Convention Center showcases Colorado’s alpine charm and offers guests a welcome reprieve from the typical mountain resort stay.
Agenda
This year’s educational lineup will cover Patterns of Work and areas that can be enhanced to ensure you’re successfully set up to be able to do your best work; Patterns of Knowledge where we’ll explore ways you can be most efficiently utilizing the knowledge already within your organization; and Patterns of Success forecasting and strategic planning.
Topics will include optimizing your NetDocuments environment, Teams, security, remote work, actionable insights, adoption strategies, transaction management, and more!
Please note this agenda is still being finalized.
Let's kick off the Inspire event by exploring today’s changing landscape, trends in legal tech, and patterns of successful work that are resulting in better business outcomes. The way the world works is changing — consumers of services as well as employees are expecting better experiences delivered through automation, collaboration, and mobility. Learn about the incredible growth and changes at NetDocuments that are setting you up for the next decade of success.
Josh Baxter, Chief Executive Officer, NetDocuments
Dan Hauck, Chief Product Officer, NetDocuments
Jill Schornack, Vice President of Product, NetDocuments
Scott Kelly, Sr. Manager of Product Management, NetDocuments
Behind every product launch is an extensive process of testing and feedback to ensure what's brought to market delivers value to customers. Discover how you can leverage and engage with the NetDocuments product release process and where to go for information on participating in betas for patches and new feature sets. With online documentation and support resources, NetDocuments is there for you every step of the way.
Greg Paris
Dir. of Customer Support
NetDocuments
Reid Cram
Sr. Manager of Product Management
NetDocuments
Do your clients expect partner-level work at associate prices? Would your department benefit from a "force multiplier," enabling your teams' day-to-day expertise to be more accessible while they remain focused on more strategic work? Could you leverage internal or client-facing applications to automate information-gathering as part of your legal workflow? Dive into the world of automation and join us to gain a better understanding of the types of work that can be automated with PatternBuilder.
Jennette Cheung
Sr. Product Owner
NetDocuments
Scott Kelly
Sr. Manager of Product Management
NetDocuments
Onboarding isn't just for new users. It is a process that continues throughout the life of your employees, your team, your organization — and your NetDocuments platform. Join Affinity Consulting's panel of NetDocuments consultants who will share their experiences with the very best practices of highly successful NetDocuments implementations, as well as “ongoing onboarding" considerations for governance, workflow enhancements, integrations, support, adoption, and training.
Ron Warman
Partner
Affinity Consulting Group
Chris Martz
Senior Consultant
Affinity Consulting Group
Megan Clements
Data Migration & DMS Consultant
Affinity Consulting Group
Russell Duncan
Senior Consultant
Affinity Consulting Group
Jeff Krause
Senior Consultant
Affinity Consulting Group
Vanessa Tedjamulia
NetDocuments Solutions Expert
Affinity Consulting Group
Ted Kriss
Senior Consultant
Affinity Consulting Group
For today's modern legal teams, Microsoft applications are where most legal work is completed — from document creation to consultation and collaboration. Microsoft Teams is becoming an ever more important tool for lawyers, so come see the new updates and future direction of NetDocuments within Teams.
Josh Hogan
Sr. Product Manager
NetDocuments
Liz Rosario
Desktop Experience Manager
Milbank LLP
Automating processes that provide greater efficiencies and a higher quality of work, with fewer errors, is critical for today’s legal teams. Implementing low-/no-code tools with easy-to-use features that perform your desired automations can have measurable positive effects on your bottom line. Are you tapping into the power of automation? Join us to dive into NetDocuments’ PatternBuilder and Microsoft’s Power Automate and how these tools will help drive success.
Nancy Griffing
President/CEO, Partner,
3545 Consulting
Randall Williams
Partner, 3545 Consulting
Robert Rice
Partner, 3545 Consulting
Seth Rowland
Dir. of Document Services
3545 Consulting
Many organizations and teams have struggled to securely adapt to remote or hybrid work, but most recognize the need to prepare for this to be the norm going forward. Hear how NetDocuments has helped others successfully navigate this once-in-a-generation change to the way people around the world are now working. Also find out what best practices have been learned along the journey and how NetDocuments tools can be leveraged to maintain and even enhance efficiency and productivity while supporting workplace flexibility.
Brandon Russell
Sr. Dir. of Customer Success
NetDocuments
Travis Reed
Sr. Manager, Product Manager
NetDocuments
Join us for an end-to-end look at transaction workflows within NetDocuments utilizing DocuSign to automate gathering signatures in two different ways. We'll discuss best practices for driving speed and efficiency without sacrificing quality or accuracy, as well as what's new and what's coming next.
Josh Hogan
Sr. Product Manager
NetDocuments
McKenna Burns
Solution Engineer
Legal Services, DocuSign
With NetDocuments in place, where should your firm go next on the quest for increased security and productivity? What's the most efficient path to seamless systems integration? What are your industry peers' prioritizing on the continuous journey to the cloud? Kraft Kennedy will share notes from their experiences designing and implementing enterprise systems for leading future-ready firms. Topics will include considerations for sequencing integrations, pitfalls to avoid along the Azure journey, the latest NetDocuments features being leveraged by leading firms, Teams integration notes, and more.
Chris Owens
Chief Technology Officer
Kraft Kennedy
Brian Podolsky
ECM Practice Leader
Kraft Kennedy
Even with a single powerful platform like NetDocuments, the choices you make in terms of setting up and managing your environment can be incredibly important. Learn how to optimize your NetDocuments environment for efficiency, performance, and ease of management and adoption.
JB Trexler
Sr. Dir. of Delivery Success
NetDocuments
Ron Warman
Partner
Affinity Consulting Group
Industry leaders will discuss trends driving their organizations and legal teams, and how they are addressing current challenges to set up their organizations for the next decade of success.
John Hunter, Chief Information Officer, Council of Europe
Mike Lucas, Chief Information Officer, Wilson Sonsini
Craig Umbaugh, Denver Office Managing Partner, Hogan Lovells
Maurice Tunney, Director of Technology and Innovation, Keystone Law
Enjoy apps and drinks as you wind down, network with colleagues, and meet some of our wonderful sponsors.
The expertise, experience, and value your organization creates is often locked within your documents. Unlocking those Patterns of Knowledge can supercharge your organizational intelligence when enabled by AI-assisted search, smart document classification, and other data-driven features. Start the day discovering what's possible and how to take advantage of actionable insights that already exist within your DMS.
Jill Schornack, Vice President of Product, NetDocuments
Erin Kelly, Product Manager, NetDocuments
Mike Sanders, Dir. Solutions Engineering, NetDocuments
Directly following the keynote, hear from industry experts as they discuss what patterns of knowledge means to them and the legal industry as a whole.
Dan Hauck, Chief Product Officer, NetDocuments
Jill Schornack, Vice President of Product, NetDocuments
Jeff Pfeifer, Chief Product Officer, Canada, UK, USA, LexisNexis Legal & Professional
Damien Riehl, VP, Litigation Workflow and Analytics Content, FastCase, and SALI
Jason McCullagh, Product Manager, BA Insights
For today's modern legal teams, Microsoft applications are where most legal work is completed — from document creation to consultation and collaboration. Microsoft Teams is becoming an ever more important tool for lawyers, so come see the new updates and future direction of NetDocuments within Teams.
Josh Hogan
Sr. Product Manager
NetDocuments
Liz Rosario
Desktop Experience Manager
Milbank LLP
Join a candid conversation about the business considerations for implementing automation in your firm or department. Topics will include a history of automation, key reasons to automate, how and where to start, and how to set your organization up for success with effective change management.
Chris Dunsford
Document Solutions Manager,
Element Technologies
Michael Aers
Senior Application Engineer,
Element Technologies
Get an inside look at our vision for how NetDocuments and Microsoft 365 integration will be at the core of how our customers work more efficiently, productively, and securely.
Ali Ofstad
Sr. Product Manager
NetDocuments
Michael Lowry
Sr. Dir. of User Experience,
NetDocuments
Whether you are implementing a new NetDocuments solution or simply want to drive adoption, setting goals and measuring success will help you get the most out of your DMS and the NetDocuments platform. Learn from real-life examples of poor planning and execution derailing progress as we have a lively discussion around what a roadmap for continuing success looks like and strategies for improving user adoption, information governance, and overall use of NetDocuments.
Yvonne Dornic
Founder, President, CEO,
eSentio Technologies
Martin Metz
Chief Innovation Officer
eSentio Technologies
As a NetDocuments customer, you play a vital role in the evolution of existing products and how we design to innovate. Join our design team to learn how customer input drives product design and how you can participate to inform the next wave of development at NetDocuments, from enhancements to long-standing solutions to innovative new offerings like PatternBuilder.
Michael Lowry
Sr. Dir. of User Experience,
NetDocuments
Find out where your organization might have security roadmap opportunities by discovering what NetDocuments has been and will be doing with Workspace Security Manager and Data Loss Prevention. Learn how the latest innovations can help you and your team better protect your documents and control what actions can be taken on those documents — all while maintaining an experience for your users that encourages productivity.
Travis Reed
Sr. Manager, Product Manager
NetDocuments
Includes Giveaways
Learn how to design a well-rounded tech stack for a modern mid-market law firm. Explore how practice and document management systems work together to form the core of the ideal tech ecosystem for supporting your business needs.
Christian McLaughlin
VP, Global Partnerships
ActionStep
In 2006, British mathematician Clive Humby proclaimed, "Data is the new oil." Entire industries have been built on leveraging the data generated by our everyday interactions with technology. The challenge is that while data may be everywhere, turning that data into actionable intelligence can be a daunting endeavor. In this session, we will discuss examples and best practices around how firms and departments like yours have unlocked "hidden knowledge" through an understanding of where data resides and how to leverage it effectively.
Travis Reed
Sr. Manager, Product Manager
NetDocuments
Jason McCullagh
Product Manager
Upland Software
John Brennan
Regional Sales Manager
LexisNexis
Today’s business landscape includes growing threats from viruses, ransomware, rogue employees, and nefarious third parties. Join NetDocuments’ VP of Compliance to learn how various NetDocuments services and applications help protect your organization and its data, and what steps you can take to maximize those protections. We will also discuss how NetDocuments works with you to help validate your security status for client, vendor, and regulator due diligence audits and reviews.
David Hansen
Vice Pres. Compliance
NetDocuments
Do your clients expect partner-level work at associate prices? Would your department benefit from a "force multiplier," enabling your teams day-to-day expertise to be more accessible while retaining focus on more strategic work? Could your department or firm leverage internal or client-facing applications to automate information gathering as part of your legal workflow? In this session, you will a better understanding of the types of types of work that can be automated with PatternBuilder, including simple to highly complex documents and the creation of internal- and public-facing applications.
Jennette Cheung
Sr. Product Owner
NetDocuments
Scott Kelly
Sr. Manager of Product Management
NetDocuments
Learn what NetDocuments has been and will be doing with Analytics, and how that will help you and your team better understand the data you have, and how it is used.
Erin Kelly
Product Manager
NetDocuments
Even with a single powerful platform like NetDocuments, the choices you make in terms of setting up and managing your environment can be incredibly important. Learn how to optimize your NetDocuments environment for efficiency, performance, and ease of management and adoption.
JB Trexler
Sr. Dir. of Delivery Success
NetDocuments
Ron Warman
Partner
Affinity Consulting Group
This is your opportunity to speak directly with Product Managers! Hear their vision for the products that support your secure, efficient, and productive work. Share your insights and feedback to inform the next wave of innovation at NetDocuments.
Both the macroeconomic environment and legal technology capabilities are changing quickly…what are industry leaders and investors thinking about right now? Find out with NetDocuments CEO Josh Baxter and special guests for a candid roundtable discussion. We’ll also circle up on everything learned throughout the event.
Josh Baxter, Chief Executive Officer, NetDocuments
Dan Hauck, Chief Product Officer, NetDocuments
Jill Schornack, Vice President of Product, NetDocuments
Michelle Spencer, Product Marketing Manager, NetDocuments – Moderator
Zach Posner, Co-Founder & Managing Director, The LegalTech Fund
Jim Wagner, Legal Tech Executive and Investor
Make sure you stick around for a special farewell with founder and CTO Alvin Tedjamulia. His gift for storytelling is the perfect way to make sure you leave truly inspired.
Alvin Tedjamulia, Founder/CTO, NetDocuments
Josh Baxter, CEO, NetDocuments
Reza Parsia, VP, Partnerships, NetDocuments
NetDocuments is growing and evolving to better meet the changing needs of legal professionals. But are we still talking about the value of NetDocuments the same way we have for years? In this session, we will discuss the NetDocuments story, how we think about positioning NetDocuments to prospects and customers, and how this translates into a compelling value proposition.
Michael Hill, Dir. of Product Marketing, NetDocuments
Join the product leadership team as they outline our product strategy and timelines heading into 2023 and beyond. We will share our inspiration for innovation, diving into game-changing solutions, including PatternBuilder and custom migration tools. Walk away with renewed excitement for how these solutions will help drive your success.
Dan Hauck, CPO, NetDocuments
Jill Schornack, VP, Product in Engineering, NetDocuments
Building on your understanding of the NetDocuments value proposition and 2023 roadmap, hear about the new resources we have dedicated to supporting your business. We will share our sales enablement plans – including a redesigned sales and technical education program and improvements to training accessibility. Learn about the benefits of our delivery success program and how to utilize delivery success managers to improve implementations.
Rob Oriolo, Director, Partner Success in Support, NetDocuments
JB Trexler, Sen. Dir., Delivery Success in Professional Services, NetDocuments
Reza Parsia, VP, Partnerships, NetDocuments
speakers
Michael Aers
Senior Application Engineer
Element Technologies
Vanessa Tedjamulia
NetDocuments Solutions Expert
Affinity Consulting Group
Ted Kriss
Senior Consultant
Affinity Consulting Group
Jim Wagner
Legal Tech Executive and Investor
John Brennan
Regional Sales Manager
LexisNexis
Thank you to our sponsors
Want to sponsor? Contact Heather Ochieng.
Frequently asked questions
Have additional questions? Contact Heather Ochieng.