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 * Venue
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 * Sponsors
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 * International Inspire
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INSPIRE 2022

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
23/10– 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.

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

$675



$475

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

register


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.

visit website
Book by 15/10/2022 for the special rate of $239/night (plus fees).
reserve a room




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.

Day 1
Monday, Nov. 7

Day 2
Tuesday, Nov. 8

Day 3
wednesday, Nov. 9

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.

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

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

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

Sr. Product Manager

‍NetDocuments

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

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

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

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.

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, Vice President of Product, NetDocuments

Erin Kelly, Product Manager, 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.

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

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

Sr. Product Manager

‍NetDocuments

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

Sr. Product Manager

‍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

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. 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

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

Sr. Manager, Product Manager

‍NetDocuments

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 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

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

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.

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.

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

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.

Alvin Tedjamulia, Founder/CTO, NetDocuments

12:15pm – 5:30pm
Partners Only


SPEAKERS

JOSH BAXTER

CEO

NetDocuments

ALVIN TEDJAMULIA

Founder/CTO

NetDocuments

DAN HAUCK

Chief Product Officer

NetDocuments

SCOTT KELLY

Sr. Manager, Product Management

NetDocuments

MICHAEL LOWRY

Senior Director, User Experience

NetDocuments

ERIN KELLY

Product Manager

NetDocuments

TRAVIS REED

Sr. Manager, Product Manager

NetDocuments

JILL SCHORNACK

Vice President of Product

NetDocuments

JOSH HOGAN

Senior Product Manager

NetDocuments

ALI OFSTAD

Senior Product Manager

NetDocuments

DAVID HANSEN

Vice President, Compliance

NetDocuments

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

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

MIKE SANDERS

Dir. Solutions Engineering

‍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

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

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.

diamond

sapphire

ruby


We look forward to seeing you at inspire!

Have questions?


Please send them to netdocuments@meetingadvice.com


© 2023 NetDocuments Software, Inc.

 * Venue
 * Agenda
 * Speakers
 * Sponsors
 * Partners
 * register





INSPIRE 2022

Patterns of Success
Thank you to all of our attendees! We look forward to seeing you again next
year.
30 Euston Square | London, UK
#NDInspire22



A RECAP ON INSPIRE 2022: SUPPORTING YOUR VERY BEST WORK



Great organisations 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 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 maximise their success
and achieve greater levels of security, compliance, and productivity with the
NetDocuments platform and powerful partnerships.


WHO SHOULD ATTEND?


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


VENUE




30 EUSTON SQUARE

The unique building integrates a grand Edwardian façade and original Greek
Revival architecture with modern detailing and contemporary characteristics.

visit website




2022 VENUE AND AGENDA – HERE’S WHAT WE COVERED!



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
utilising the knowledge already within your organisation; and Patterns of
Success forecasting and strategic planning.

Please note this agenda is still being finalised.

WEDNESDAY, 2/11

8:30am – 9:30am
Check In & Registration
9:30am – 9:35am
Kerri Welcome

Kerri Dearing, VP of International, NetDocuments

9:35am – 9:50am
Business Update

It's been a long time since the last in-person gathering of NetDocuments
customers and partners. Learn about the incredible growth and changes at
NetDocuments that are setting up customers for the next decade of success.

Josh Baxter, Chief Executive Officer, NetDocuments

9:50am – 10:45am
LegalTech Spotlight – Patterns of Work

This immersive morning kick-off to Inspire will cover the changing landscape,
trends in legal tech, and dive into HSBC’s latest law firm and investment
report.

Join us as our Industry experts will be discussing all the insight and tech you
need to ensure your practice remains as efficient and relevant as possible in an
increasingly digital world.

Dan Hauck, Chief Product Officer, NetDocuments

Richard Brent, Director, Head of Content, Burlington Media Group

David Fazakerley, IT Director, Saffery Champness

Maurice Tunney, Director of Technology and Innovation, Keystone Law

And guests

Dan Corwin, Global Legal and Investment Banking Technology Lead, Nomura

10:45am – 11:05am
Patterns of Work

The way the world works is changing - it requires better client experiences
delivered through automation, collaboration, and mobility while ensuring
best-in-class security. Discover how NetDocuments helps you see these new
patterns of work and deliver the right technology to ensure success.

Dan Hauck, Chief Product Officer, NetDocuments

11:05am – 11:20am
Break
11:20am – 11:40am
Building The Right Legal Tech Stack: How PMS, DMS, And Other Tools Work Together
To Help You Grow

Leveraging our expertise with practice management solutions, Actionstep will
outline how to design a well-rounded tech stack for a modern mid-market firm.
Explore how practice and document management systems should work together to
form the core of that ideal tech ecosystem.

Oliver Tromp, Regional Director, ActionStep, a fully cloud-based legal practice
management system that helps law firms scale, grow and nurture clients to
thrive. As UK Regional Director, Oliver leads Actionstep's UK go to market
strategy including sales, marketing, customer success, and support.

Driven by a deep curiosity and an entrepreneurial spirit, Oliver started his
career with seven years in the world of auditing before taking up a role as COO
of a high-growth digital marketing start-up. An MBA at Cambridge then brought
Oliver to the UK and Actionstep.

Oliver is passionate about using technology to enable law firms to do more of
what they do best - helping people and businesses.

11:40am – 12:10pm
Automate Your Expertise

Are you ready to take your firm to the next level? With powerful document and
workflow automation, PatternBuilder will unlock scalable value and repeatable
success never before possible at your firm.

Dan Hauck, Chief Product Officer, NetDocuments

Scott Kelly, Sr. Manager of Product Management, NetDocuments

12:10pm – 12:30pm
How can automation empower lawyers to innovate and embrace change?

Just how can law firms structure their innovation efforts to deliver change
across the organisation?
‍
In this session, Accesspoint will guide you through their approach to
integrated, automated processes by leveraging the strengths of your DMS, PMS and
CMS systems.

Hong will talk about the strategic steps involved in change from understanding
the needs of your users, appreciating their different working environments and
how to create the ideal hybrid solution by giving your lawyers the right tools
for the job. By understanding the strengths and weaknesses of each system, you
will takeaway the strategic drivers to empower end users and adopt change.

Hong Tran, Sales Manager, Accesspoint

12:30pm – 1:15pm
Lunch / Exhibitor Showcase / Knowledge Bar

Join us for lunch and attend a knowledge bar session while you eat!

lunchtime Knowledge session 1
Embedding, expanding and evolving with NetDocuments solutions

Whether you want to get more out of your existing NetDocuments solutions, are
looking to extend capability with additional solutions or integrations, such as
Analytics, Task Management or DocuSign, or simply want to find out more about
the platform, come and discuss ideas or see a demonstration with our Customer
Success and Solution Experts team.

Sally Roberts, Customer Success Manager, NetDocuments

Yana Georgieva, Solutions Engineer, Legal Tech

lunchtime Knowledge session 2
Meet the ND Support Team

Come and meet your support team. Discover how you can leverage and engage with
the NetDocuments product release process and where to go for information on
participating in betas, accessing patches, and learning about new feature sets.
With online documentation and support resources, NetDocuments is there for you
every step of the way.

Lydia Morris, Technical Support Engineer, NetDocuments

Nick Diakos, Product Support Engineer, NetDocuments

1:15pm – 2:00pm
Why NetDocuments?

Streamlining Workflows, Increasing Collaboration, and Boosting Productivity.
Join us in conversation with Industry peers and find out why these leading
organisations selected the right DMS.

Kaden Smith, Dir. Inside Sales EMEA, NetDocuments

Bradlee Duncan, Dir., Product Management in Engineering, NetDocuments

Customer decisioning panel

Understanding Automation with PatternBuilder

Workshop session - get closer to PatternBuilder

Scott Kelly, Sr. Manager of Product Management, NetDocuments

Yana Georgieva, Solutions Engineer, Legal Tech

Meeting you where you work

Meeting customer expectations should always be a business priority. During this
breakout Chris will take you through how we’re: Investing in systems, stability
and scaling for the future. Creating an ideal customer support mix in EMEA for
2023 and beyond. Capturing feedback to become more proactive to your needs.
Building a community to assist, alert and support you and your team. Leveraging
our teams to impact training, support and ongoing coaching with your
NetDocuments solution.

Chris Stewart, Chief Customer Officer, NetDocuments

2:00pm – 2:10pm
Transition
2:10pm – 2:55pm
Optimising Your User Adoption - Change management Round Table

Learn change management strategies from Industry experts in this intimate Round
Table. Industry peers, will offer guidance on implementing new ideas, navigating
change management and exploring what the modern firm is prioritising on the
continuous journey to the cloud

Kaden Smith, Dir. Inside Sales EMEA, NetDocuments

Bradlee Duncan, Dir., Product Management in Engineering, NetDocuments

Understanding Automation with PatternBuilder

Workshop session - get closer to PatternBuilder

Scott Kelly, Sr. Manager of Product Management, NetDocuments

Yana Georgieva, Solutions Engineer, Legal Tech

Meeting you where you work

Meeting customer expectations should always be a business priority. During this
breakout Chris will take you through how we’re: Investing in systems, stability
and scaling for the future. Creating an ideal customer support mix in EMEA for
2023 and beyond. Capturing feedback to become more proactive to your needs.
Building a community to assist, alert and support you and your team. Leveraging
our teams to impact training, support and ongoing coaching with your
NetDocuments solution.

Chris Stewart, Chief Customer Officer, NetDocuments

2:55pm – 3:05pm
Transition
3:05pm – 3:45pm
Patterns of Knowledge and Success

The value your organisation creates is often locked within the documents you
create. Unlock these patterns of knowledge and success to supercharge your
organisational intelligence enabled by AI-assisted search, smart document
classification, and much more.

Dan Hauck, Chief Product Officer, NetDocuments

3:30pm – 4:00pm
Patterns of Success: Strategic Planning and Roadmap Review

Patterns of Success: Strategic Planning and Roadmap Review

Dan Hauck, Chief Product Officer, NetDocuments

3:45pm – 4:30pm
Fireside Chat with Industry Leaders

Pull up a chair as we discuss major trends, issues, and challenges for legal
professionals and tackle some of the current challenges. Joining us in
conversation is Industry leader, Gareth Ash, Global CIO at Hogan Lovells who
will be opening his playbook for success as we discuss various subjects from
team management, and new pioneering technologies, to innovative processes which
will help you run your firm more efficiently.

Josh Baxter, Chief Executive Officer, NetDocuments

Kerri Dearing, VP of International, NetDocuments

Caroline Hill, Editor-in-Chief, Legal IT Insider

Gareth Ash, Global CIO, Hogan Lovells

Gareth joined Hogan Lovells 5 years ago and has been in the legal industry since
2004. In addition to being a CIO for law firms, he has spent several years
consulting.

And guests

4:30pm – 6:30pm
Reception and Expo

Networking and drinks


SPEAKERS

JOSH BAXTER

CEO

NetDocuments

DAN HAUCK

Chief Product Officer

‍NetDocuments

BRADLEE DUNCAN

Manager, Product Management

‍NetDocuments

SCOTT KELLY

Manager, Product Management

‍NetDocuments

KERRI DEARING

VP of International

‍NetDocuments

CAROLINE HILL

Editor-in-Chief

‍Legal IT Insider

RICHARD BRENT

Director, Head of Content,

‍Burlington Media Group

DAVID FAZAKERLEY

IT Director

‍Saffery Champness

MAURICE TUNNEY

Director of Technology and Innovation

Keystone Law

OLIVER TROMP

Regional Director

Actionstep

HONG TRAN

Sales Manager

‍Accesspoint

DAN CORWIN

Global Legal and Investment Banking Technology Lead

Nomura

YANA GEORGIEVA‍

Solutions Engineer

‍Legal Tech

GARETH ASH

Global CIO

‍Hogan Lovells

KADEN SMITH

Dir. Inside Sales EMEA

‍NetDocuments

SALLY ROBERTS

Customer Success Manager

NetDocuments

LYDIA MORRIS

Technical Support Engineer

NetDocuments

NICK DIAKOS‍

Product Support Engineer

NetDocuments


THANK YOU TO OUR SPONSORS

Want to sponsor? Contact Heather Ochieng.

diamond

sapphire


We look forward to seeing you at inspire!

Have questions?


Please send them to netdocuments@meetingadvice.com


© 2023 NetDocuments Software, Inc.

 * Venue
 * Agenda
 * Speakers
 * Sponsors
 * Partners
 * register



apac


INSPIRE 2022

Patterns of Success
15/11
Gilbert & Tobin | Sydney, AUS
#NDInspire22
register now



SUPPORTING YOUR VERY BEST WORK



Great organisations 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 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 maximise their success
and achieve greater levels of security, compliance, and productivity with the
NetDocuments platform and powerful partnerships.


WHO SHOULD ATTEND?


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


PRICING




FREE TO ATTEND!

register


VENUE




GILBERT + TOBIN

Level 35, Tower Two, International Towers Sydney, 200 Barangaroo Avenue,
Barangaroo NSW 2000

visit website
register




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
utilising the knowledge already within your organisation; and Patterns of
Success forecasting and strategic planning.

Please note this agenda is still being finalised.

TUESDAY, 15/11

9:30am – 10:30am
Check In & Registration
10:30am – 10:35am
Kerri Welcome

Kerri Dearing, VP, International Business in Sales, NetDocuments

10:35am – 10:45am
Business Update

It's been a long time since the last in-person gathering of NetDocuments
customers and partners. Learn about the incredible growth and changes at
NetDocuments that are setting up customers for the next decade of success

Jennifer Cathcart, Regional Manager APAC, NetDocuments

10:45am – 11:05am
Patterns of Work

The way the world works is changing - it requires better client experiences
delivered through automation, collaboration, and mobility while ensuring
best-in-class security. Discover how NetDocuments helps you see these new
patterns of work and deliver the right technology to ensure success.

Jill Schornack, VP of Product, NetDocuments

11:05am – 11:50am
Legal IT Spotlight – TechTalks
Enhancing Innovation and Accelerating Digital Transformation – a Story of
NetDocuments in Practice.

Joining us in conversation is Industry leader, Marco Marcello, Manager of
Information Systems at Lavan who will be opening his playbook for success.
Starting with the first implementation of NetDocuments in region nearly 10 years
ago, Marco will take us on a journey exploring how his strategy for success has
empowered him to build the architecture to deliver an intuitive platform that
reflects the expertise and intelligence of the organisation.

Jill Schornack, VP of Product, NetDocuments

Marco Marcello, IT Director, Lavan

11:10am – 11:30am
More info coming Soon

More details coming soon!

11:30am – 11:45am
Business Update

It's been a long time since the last in-person gathering of NetDocuments
customers and partners. Learn about the incredible growth and changes at
NetDocuments that are setting up customers for the next decade of success.

Jennifer Cathcart, Regional Manager APAC, NetDocuments

Kerri Dearing, VP, International Business in Sales, NetDocuments

12:00pm – 12:45pm
Lunch, Exhibitor Showcase, Knowledge Bar, & PatternBuilder Demos
12:45pm – 1:05pm
Building the Right Legal Tech Stack: How PMS, DMS, and Other Tools Work Together
to Help You Grow

Leveraging Actionstep's expertise with practice management solutions, Mike
Mckell will outline how to design a well-rounded tech stack for a modern
mid-market firm. Explore how practice and document management systems should
work together to form the core of that ideal tech ecosystem.

Mike McKell, Vice-President Australia and New Zealand, Actionstep

As VP of Australia and New Zealand, Mike works with key customers, partners, and
influencers to grow and strengthen our market in the region.

Prior to Actionstep, Mike had a global career in legal technology sales. He
comes to Actionstep from Litera, where he was Regional Director, APAC. His prior
roles include Lead North American Sales for Smokeball Legal Software and lead
for the account management function at InfoTrack, Australia.

1:05pm – 1:55pm
Automate Your Expertise

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, Product Owner, NetDocuments

1:55pm – 2:10pm
Patterned behaviour - Get the most from your tech stack and drive adoption
through automation

Hear from Verlata Consulting, on project implementation tips for driving
adoption and how to leverage automation with Power Automate and Pattern Builder
to continually improve the user experience and increase your return on
investment.

Jason Mills, Director, Verlata

Steve Pickering, Director, Verlata

1:15pm – 2:00pm
Leveraging your team for Maximum Impact

Meet the team and Discover how you can engage with NetDocuments support
resources. From online documentation to personal help, NetDocuments is there for
you every step of the way.

Jennifer Cathcart, Regional Manager APAC, NetDocuments

Marty Horton, Lead Customer Success Manager, Support, NetDocuments

Colleen Slee, Account Manager, NetDocuments

2:10pm – 2:25pm
Break
2:25pm – 3:05pm
Patterns Of Knowledge and Success

The value your organisation creates is often locked within the documents you
create. Unlock these patterns of knowledge to supercharge your organisational
intelligence enabled by AI-assisted search, smart document classification, and
much more.

The value your organization creates is often locked within the documents you
create. Unlock these patterns of knowledge to supercharge your organizational
intelligence enabled by AI-assisted search, smart document classification, and
much more.

Jill Schornack, VP of Product, NetDocuments

2:45pm – 3:30pm
Patterns of Success: Strategic Planning and Roadmap Review

Patterns of Success: Strategic Planning and Roadmap Review

Jill Schornack, VP of Product, NetDocuments

Jennette Cheung, Product Owner, NetDocuments

3:05pm – 3:25pm
Keynote TechTalks

Customer story.

Warrick McLean, Non Executive Director, Coleman Greig

3:30pm – 6:30pm
Close and move over to Smoke Bar, Barangaroo House

You are invited to join us at the Inspire afterparty for cocktails and canapés
at Barangaroo


SPEAKERS

KERRI DEARING

Vice President, International Business in Sales

‍NetDocuments

JENNIFER CATHCART

Regional Manager APAC

‍NetDocuments

JILL SCHORNACK

Vice President, Product

‍NetDocuments

JENNETTE CHEUNG

Product Owner

‍NetDocuments

MARTY HORTON

Lead Customer Success Manager

‍NetDocuments

COLLEEN SLEE

Account Manager

‍NetDocuments

ROB AITKEN

Account Executive

‍NetDocuments

MARCO MARCELLO

IT Director

Lavan

MIKE MCKELL

VP of Australia & New Zealand

ActionStep

JASON MILLS

Director

Verlata

STEVE PICKERING

Director

‍Verlata

WARRICK MCLEAN

Non Executive Director

Coleman Greig


THANK YOU TO OUR SPONSORS

Want to sponsor? Contact Heather Ochieng.



We look forward to seeing you at inspire!

Have questions?


Please send them to netdocuments@meetingadvice.com


© 2023 NetDocuments Software, Inc.

Sponsors
Agenda
OverviewDaily AgendaGlobal Agenda
PricingRegister for Inspire


INSPIRE 2021



Welcome to Inspire 2021 – an event built for the digital world. One that’s been
adapted to the reality of keeping everyone safe. The event is virtual and
registration is waved now until 27/10. Customers and partners, join us 2/11-4,
2021, for product demos, customer stories, awards, and office hours. Each day is
approximately four hours. Follow the hashtag on twitter #NDInspire


Watch Session recordings on-demand
Click for sound




0:00











WHAT SHOULD I DO NEXT?

Daily AgendaLearn more about sponsorshipsGlobal Agenda


CELEBRATING THOSE WHO INSPIRE!



Congratulations to this year’s Customer Award, Partner Award, and Hackathon
winners!
These teams were recognized for doing truly inspired work. For more info, read
our blog.


WINNER
AFFINITY
FINALIST
Kroll
FINALIST
Verlata
FINALIST
Kutak Rock
FINALIST
Element Technologies
CUSTOMER ZERO
Husch Blackwell
SECURITY CHAMPION
Sullivan & Cromwell
ADOPTION HERO
Kean | Miller
INTEGRATION MAVEN
Dupont
SECURITY CHAMPION
Corteva
PROJECT MANAGEMENT
BlackRock
PARTNER OF THE YEAR
Advanced
STRATEGIC LAW PARTNER OF THE YEAR
eSentio Technologies
IMPLEMENTATION PARTNER OF THE YEAR
Kraft Kennedy
LATAM PARTNER OF THE YEAR
Pronet
APAC PARTNER OF THE YEAR
Verlata
SML PARTNER OF THE YEAR
Element
CORPORATE LAW PARTNER OF THE YEAR
Affinity
ISV PARTNER OF THE YEAR
Centerbase




AFFINITY
KROLL
VERLATA
KUTAK ROCK
ELEMENT TECHNOLOGIES
KROLL
VERLATA
KUTAK ROCK
Slide 2 of 2.





INSPIRE ON-DEMAND

Dependable Innovation
Keynote
Length: 21 minutes
Inspired Innovation Roadmap
NetDocuments
Length: 48 minutes
Blueprint Series
How to do WORKFLOW right
Length: 22 minutes
Check-in
with Microsoft
Length: 24 minutes
Storytime
with Alvin
Length: 54 minutes
Check-in
with DocuSign
Length: 48 minutes
Blueprint Series
How to do CLOSINGS right
Length: 27 minutes
Blueprint Series
How to do INFOSEC right
Length: 28 minutes
Inspired Innovation
Element
Length: 16 minutes
Winners Circle
Customer & Hackathon Awards
Length: 20 minutes
Check-in
with LexisNexis
Length: 12 minutes
Dependable Innovation
Kraft Kennedy
Length: 17 minutes
Dependable Innovation
Affinity Consulting
Length: 16 minutes
Dependable Innovation
Advanced
Length: 15 minutes
Inspired Innovation
ActionStep
Length: 13 minutes
Inspired Innovation
Verlata EMEA
Length: 16 minutes
Inspired Innovation
CloudifyLegal + Hoffbrand Consulting
Length: 15 minutes
Inspired Innovation
Verlata APAC
Length: 16 minutes
Inspired Innovation
Lawcadia
Length: 16 minutes
Inspired Insider
Afterpattern Interview with Dan, Scott and Thomas
Length: 11 minutes
Mike Sanders Encourages all Inspire Attendees to  Stay Thirsty until Next Year
Length: 1 minute


THANK YOU TO OUR SPONSORS

Want to become a sponsor of Inspire? Contact Bridget Fox

DIAMOND SPONSORS

Diamond Sponsor - EMEA/APAC
Diamond Sponsor - EMEA/APAC
Diamond Sponsor
Diamond Sponsor
Diamond Sponsor - EMEA/APAC
Diamond Sponsor - EMEA/APAC
Sapphire Sponsor
Sapphire Sponsor
Ruby Sponsor
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SAPPHIRE SPONSORS

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RUBY SPONSOR

Exhibit Booth
Diamond Sponsor
Diamond Sponsor
Diamond Sponsor - EMEA/APAC
Sapphire Sponsor
Sapphire Sponsor
Ruby Sponsor
Exhibit Booth

ADDITIONAL SPONSORS

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© 2023 NetDocuments Software, Inc.




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