Inspire

We loved seeing everyone in person in Aurora, CO for Inspire 2022 Patterns of Success. Join us next year as we take on San Antonio, Texas at La Cantera Resort October 23 – 25, 2023.
save your spot and register now for 2023
Check out the venue for Inspire 2023!

A Recap on Inspire 2022: Supporting Your Very Best Work

Great organizations are built upon Patterns of Success — best practices, supported by innovation, that have been proven time and time again to elevate both the quality and quantity of a legal team’s work. And as your team identifies those patterns and builds upon the knowledge, work, and expertise you have, you are going to see more satisfied clients and constituents, greater revenue, and more collaborative, streamlined ways of doing your best work. This year’s Inspire conference will explore patterns of productive work, actionable knowledge, and strategic success.

The annual NetDocuments Inspire conference brings together our customer and partner ecosystem for an opportunity to collectively share each other’s accomplishments, innovations, and anticipated needs for the future. 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 and achieve greater levels of security, compliance, and productivity with the NetDocuments platform and powerful partnerships.

Who should attend?

Sessions are designed with law firms, corporate legal departments, and the public sector in mind.

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Executives – CEO, CIO, CTO, CISO, COO
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Operations and Technology Professionals
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Knowledge Management Workers and Office Administrators
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General Counsel
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NetDocuments Technology, Implementation, and Sales Partners

$675

$475

Save $200 by registering
early, now through Sept. 30

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pricing

2022 Venue and Agenda – Here’s what we covered!

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.

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Book by Oct 15, 2022 for the special rate of $239/night (plus fees).
Exterior view of Gaylord Rockies Resort in Aurora, Colorado.
Interior view of Gaylord Rockies Resort registration booth for events in Aurora, Colorado.

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.

9:30am – 12:00pm
Check In / Registration Open
9:30am – 12:00pm
Expo Open
1:00pm – 2:00pm
Opening Keynote – Patterns of Work

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.

NetDocuments Chief Executive Officer Josh Baxter.

Josh Baxter, Chief Executive Officer, NetDocuments

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck, Chief Product Officer, NetDocuments

Jill Schornack, VP of Product, NetDocuments

Jill Schornack, Vice President of Product, NetDocuments

Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, Sr. Manager of Product Management, NetDocuments

2:00pm – 2:15pm
Break
2:15pm – 3:00pm
New Product Releases and How to Leverage the Process

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

Understanding Automation with PatternBuilder

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

Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly

Sr. Manager of Product Management

NetDocuments

Always Onboarding: Supporting the Growth & evolution of your NetDocuments platform

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

3:10pm – 3:55pm
NetDocuments for Microsoft Teams: Meeting Lawyers Where They Work

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, Product Manager at NetDocuments.

Josh Hogan

Sr. Product Manager

NetDocuments

Liz Rosario, Desktop Experience Manager, Milbank LLP

Liz Rosario

Desktop Experience Manager

Milbank LLP

Harnessing the Power of Automation

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

Hybrid Workplaces are Here to Stay: Security Best Practices that Meet Your Users Where They Work

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 of NetDocuments

Travis Reed

Sr. Manager, Product Manager

NetDocuments

4:05pm – 4:50pm
Getting to the Dotted Line: Smart Transaction Management

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, Product Manager at NetDocuments.

Josh Hogan

Sr. Product Manager

NetDocuments

McKenna Burns

Solution Engineer

Legal Services, DocuSign

You’ve arrived at the NetDocuments Cloud, Now What?

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

Photo of Brian Podolsky

Brian Podolsky

ECM Practice Leader

Kraft Kennedy

Evolving with the Times: Current Trends & Configurations on the NetDocuments Platform

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.

Senior Director of Professional Services at NetDocuments.

JB Trexler

Senior Director

NetDocuments

Ron Warman

Partner

Affinity

4:50pm – 5:05pm
Break
5:05pm – 5:40pm
Fireside Chat with Industry Leaders

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

5:40pm – 7:00pm
Check In / Registration Open
5:40pm – 7:00pm
Reception in the Expo

Enjoy apps and drinks as you wind down, network with colleagues, and meet some of our wonderful sponsors.

8:00am – 9:00am
Check In / Registration Open
8:00am – 9:00am
Breakfast in the Expo
9:00am – 9:45am
Keynote – Patterns of Knowledge

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, VP of Product, NetDocuments

Jill Schornack, Vice President of Product, NetDocuments

Erin Kelly, Product Manager at NetDocuments.

Erin Kelly, Product Manager, NetDocuments

Michael Sanders of NetDocuments

Mike Sanders, Dir. Solutions Engineering, NetDocuments

9:45am – 10:30am
Keynote Panel – Patterns of Knowledge

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.

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck, Chief Product Officer, NetDocuments

Jill Schornack, VP of Product, 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, Upland BA Insight

Jason McCullagh, Product Manager, BA Insights

10:30am – 10:40am
Break
10:40am – 11:25am
NetDocuments for Microsoft Teams: Meeting Lawyers Where They Work

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, Product Manager at NetDocuments.

Josh Hogan

Sr. Product Manager

NetDocuments

Liz Rosario, Desktop Experience Manager, Milbank LLP

Liz Rosario

Desktop Experience Manager

Milbank LLP

Planning for Success with Automation

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

M365 - The Next Step of Integration

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; Product Manager at NetDocuments.

Ali Ofstad

Sr. Product Manager

NetDocuments

Michael Lowry; Sr. Director, Product Design at NetDocuments.

Michael Lowry

Sr. Dir. of User Experience,

NetDocuments

11:35am – 12:20pm
Building a Roadmap for Continuous Success

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 of eSentio Technologies

Yvonne Dornic

Founder, President, CEO,

eSentio Technologies

Martin Metz

Chief Innovation Officer

eSentio Technologies

Help Wanted! How You Are Essential to Product Design

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. Director, Product Design at NetDocuments.

Michael Lowry

Sr. Dir. of User Experience,

NetDocuments

Making Security Manageable

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 of NetDocuments

Travis Reed

Sr. Manager, Product Manager

NetDocuments

12:20pm – 2:20pm
Check In / Registration Open
12:20pm – 2:20pm
Lunch & Expo

Includes Giveaways

2:20pm – 3:05pm
Building the Right Tech Stack: How a PMS, DMS, and Other Tools Work Better Together

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

Discovering the Hidden Knowledge Inside Your Organization

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 of NetDocuments

Travis Reed

Sr. Manager, Product Manager

NetDocuments

Jason McCullagh, Upland BA Insight

Jason McCullagh

Product Manager

BA Insights

John Brennan

Regional Sales Manager

LexisNexis

Ensuring Patterns of Success with NetDocuments Security and Compliance

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 President of Compliance at NetDocuments

David Hansen

Vice Pres. Compliance

NetDocuments

3:15pm – 4:00pm
Understanding Automation with PatternBuilder (Repeat)

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

Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly

Sr. Manager of Product Management

NetDocuments

Actionable Insights with NetDocuments Analytics

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 at NetDocuments.

Erin Kelly

Product Manager

NetDocuments

Evolving with the Times: Current Trends & Configurations on the NetDocuments Platform (Repeat)

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.

Senior Director of Professional Services at NetDocuments.

JB Trexler

Senior Director

NetDocuments

Ron Warman

Partner

Affinity

4:10pm – 5:00pm
Product Manager Roundtables

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.

4:00pm – 7:00pm
Expo Open
4:00pm – 7:00pm
Check In / Registration Open
6:00pm – 7:00pm
Cocktail Hour
6:00pm – 10:00pm
Evening Entertainment & Customer Innovation Awards
8:00am – 9:00am
Check In / Registration Open
8:00am – 9:00am
Breakfast in Expo
9:00am – 10:15am
Bringing It All Together into Patterns of Success

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.

NetDocuments Chief Executive Officer Josh Baxter.

Josh Baxter, Chief Executive Officer, NetDocuments

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck, Chief Product Officer, NetDocuments

Jill Schornack, VP of Product, 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

10:15am – 10:30am
Break
10:30am – 11:15am
Closing Keynote with Alvin

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.

A profile pic of NetDocuments Co-founder and chief technical officer Alvin Tedjamulia.

Alvin Tedjamulia, Founder/CTO, NetDocuments

12:15pm – 5:30pm
Partners Only

speakers

NetDocuments Chief Executive Officer Josh Baxter.

Josh Baxter

CEO

NetDocuments

NetDocuments Founder and Chief Technology Officer Alvin Tedjamulia.

Alvin Tedjamulia

Founder/CTO

NetDocuments

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck

Chief Product Officer

NetDocuments

Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly

Sr. Manager, Product Management

NetDocuments

Michael Lowry; Sr. Director, Product Design at NetDocuments.

Michael Lowry

Senior Director, User Experience

NetDocuments

Erin Kelly, Product Manager at NetDocuments.

Erin Kelly

Product Manager

NetDocuments

Travis Reed of NetDocuments

Travis Reed

Sr. Manager, Product Manager

NetDocuments

Jill Schornack, VP of Product, NetDocuments

Jill Schornack

Vice President of Product

NetDocuments

Josh Hogan, Product Manager at NetDocuments.

Josh Hogan

Senior Product Manager

NetDocuments

Ali Ofstad; Product Manager at NetDocuments.

Ali Ofstad

Senior Product Manager

NetDocuments

David Hansen, Vice President of Compliance at NetDocuments

David Hansen

Vice President, Compliance

NetDocuments

Yvonne Dornic of eSentio Technologies

Yvonne Dornic

Founder, Pres., CEO,

eSentio Technologies

Martin Metz

Chief Innovation Officer

eSentio Technologies

Christian McLaughlin

VP, Global Partnerships

ActionStep

Nancy Griffing

Pres./CEO, Partner,

3545 Consulting

Randall Williams

Partner

3545 Consulting

Robert Rice

Partner

3545 Consulting

Seth Rowland

Dir. of Document Services

3545 Consulting

Chris Owens

Chief Technology Officer

Kraft Kennedy

Photo of Brian Podolsky

Brian Podolsky

ECM Practice Leader

Kraft Kennedy

Greg Paris

Dir. of Customer Support

NetDocuments

Reid Cram

Sr. Manager of Product Management

NetDocuments

Jennette Cheung

Sr. Product Owner

NetDocuments

Michael Sanders of NetDocuments

Mike Sanders

Dir. Solutions Engineering

NetDocuments

Senior Director of Professional Services at NetDocuments.

JB Trexler

Sr. Dir. of Delivery Success

NetDocuments

Michelle Spencer

Product Marketing Manager

NetDocuments – Moderator

Chris Dunsford

Document Solutions Manager

Element Technologies

Michael Aers

Senior Application Engineer

Element Technologies

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

McKenna Burns

Solution Engineer

Legal Services, DocuSign

Jason McCullagh, Upland BA Insight

Jason McCullagh

Product Manager

BA Insights

John Hunter

CIO

Council of Europe

Michael Lucas

CIO

Wilson Sonsini

Craig Umbaugh

Product Manager

Upland Software

Liz Rosario, Desktop Experience Manager, Milbank LLP

Liz Rosario

Desktop Experience Manager

Milbank LLP

Maurice Tunney

Director of Technology and Innovation

Keystone Law

Jeff Pfeifer

Chief Product Officer, Canada, UK, USA

LexisNexis Legal & Professional

Damien Riehl

VP, Litigation Workflow and Analytics Content

FastCase, and SALI

Zach Posner

Co-Founder & Managing Director

The LegalTech Fund

Jim Wagner

Legal Tech Executive and Investor

John Brennan

Regional Sales Manager

LexisNexis

Thank you to our sponsors

Want to sponsor? Contact Heather Ochieng.

Are you a partner? Visit the Partner site.

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