More Than Three Firms Are Switching To NetDocuments Each Day – Here's Why

The world’s #1 trusted cloud platform where legal professionals do Their Best work

Your cloud-first, cloud-only content management platform where you can secure, organize, automate, and collaborate on everything that matters to you.

23 Legal Technology Insights for 2023

Check out the NetDocuments annual report, 23 Legal Technology Insights for 2023, and hear from 23+ future-focused industry experts and thought leaders across the globe about what matters most for the success of legal teams looking forward.

23 Insights with automation graphics overlayed by a purple gradient.
NJORD Unlocks New Levels of Digital Collaboration with NetDocuments

Learn how NJORD partnered with NetDocuments for a rapid implementation and successful integration with their existing PM solution.

NetDocuments automation tool PatternBuilder logo in white.
Your Expertise — Everywhere.

With PatternBuilder, replicate and extend your expertise to be everywhere...even when you can’t be. Take your repetitive document and workflow processes — and automate them.

Inspire 2023

Join us in San Antonio, Texas at La Cantera Resort October 23 – 25, 2023 for Inspire — the premier user conference for professionals passionate about leveraging cutting-edge technologies and strategies to maximize productivity and drive better business outcomes.

Register Now
Check out the venue for Inspire 2023!

Inspire 2023

The premier user conference for professionals passionate about leveraging cutting-edge technologies and strategies to maximize productivity and drive better business outcomes.

Join us in San Antonio, TX at La Cantera Resort
October 23 – 25, 2023
.
Save your spot and register now
Check out this year's venue - watch the video below.

Supporting Your Very Best Work

The annual NetDocuments Inspire conference brings together a diverse community of industry leaders, experts, influencers, and peers for an opportunity to collectively share each other’s accomplishments, innovations, and anticipated needs for the future. Attendees will have opportunities to network and explore:

How AI (including ndMAX) is revolutionizing legal workflows and the solutions you rely on every day,

How NetDocuments is innovating with the Microsoft productivity tools you already use,

How to plan for the rapid pace of innovation and disruption in the legal tech space in the coming months and years, and

How to maximize your success and achieve greater levels of security, compliance, and productivity with the NetDocuments platform and powerful partnerships

M365 company logo in orange; M365 is Microsoft 365 product suite name.

Discover how our tight integration with the Microsoft suite is helping organizations save more time, deliver better services, and experience a better way to work with sessions like:

Meeting Users Where They Work Today and in the Future, featuring Kim Konotchick of Microsoft

Vision and Roadmap Workshop for M365

The Evolution and Future of ChatLink for Microsoft Teams

ndMail + ndOffice Tips and Tricks

Who Should Attend?

Anyone interested in learning how to become more efficient, secure, and productive in the ways they work through seamless integrations, AI, and the NetDocuments platform. Whether you’re a C-suite executive, someone who’s handling the administration of NetDocuments at your organization, or a NetDocuments champion, there’s no shortage of great information for you at Inspire! Sessions are designed for all levels — with a combination of strategic thinking + real-life examples of how to get the most from your partnership with NetDocuments.

Venue

La Cantera Resort

Wood beams, a roaring stone fireplace in the lobby, and soaring Texas views all come together in La Cantera Resort & Spa. Inspired by world-famous King Ranch in South Texas and overlooking 550 acres of The Texas Hill Country, La Cantera has become one of the most sought after resorts in San Antonio.

Special event room rate is $319 (plus resort fees + tax). Deadline to reserve a room at this rate is Sept 29, 2023. Book today!

Image of LA CANTERA RESORT
La Cantera Resort

Agenda

As an attendee, you'll have the unique opportunity to:

Network with Peers: Engage with like-minded professionals and industry pioneers who share your commitment to excellence. Exchange ideas, discuss challenges, and forge valuable connections that can fuel your career growth.

Learn and Adapt: Discover the latest advancements, trends, and best practices in the field. Our distinguished speakers and thought leaders will provide invaluable insights and practical knowledge to help you unlock your true potential and stay ahead in a rapidly evolving business landscape.

Harness the Power of the NetDocuments Platform and Capabilities: Explore the vast potential of our capabilities and learn how to leverage them to enhance your organization's performance. Gain hands-on experience through interactive sessions, workshops, and demonstrations, and leave with actionable strategies to drive increased adoption and utilization of these capabilities.

*Please note this agenda is still being finalized and is subject to change.

Time (CT)
Session
8:00am - 5:00pm
Registration Desk Open

Attendees can come by registration to get their badge and other goodies. You can also easily download the app so you can manage your schedule, see events, and other important updates. You can also visit registration to answer any questions or swing by the NetDocuments booth in the exhibit hall.

12:00pm - 7:30pm
Exhibit Hall Open

Visit the exhibit hall where you can meet with dozens of NetDocuments partners and learn how these vendors can enhance and maximize your experience with the platform across your organization. Plus, swing by NetDocuments booth to become part of the user-experience design process, giving your first-hand feedback to our team.

12:00pm - 1:00pm
Lunch in the Exhibit Hall

Join us in the exhibit hall where you can meet other NetDocuments customers, mingle with your peers, and meet with NetDocuments employees while fueling up!

1:00pm - 2:00pm
KEYNOTE: Forging Your Future with ndMAX: Moving Fast But Responsibly

Artificial intelligence (AI) has taken the legal industry by storm and is a rapidly evolving technology that holds immense potential for transforming various aspects of our lives. AI has the power to revolutionize the legal profession and drive innovation. However, as we embark on this exciting journey, it is crucial to emphasize responsible AI development and deployment. Join NetDocuments leadership to gain a better understanding of how to approach AI with a responsible mindset and how to best harness its capabilities.

Speaker(s):
NetDocuments Chief Executive Officer Josh Baxter.

Josh Baxter, NetDocuments

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck, NetDocuments

Jill Schornack, VP of Product, NetDocuments

Jill Schornack, NetDocuments

Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, NetDocuments

2:15pm - 2:55pm
Foundational Security Best Practices

Join this session centered on the critical topic of foundational security best practices within the NetDocuments platform. This session will delve into the essential principles and strategies that form the bedrock of a strong and resilient security framework. You’ll walk away with a solid understanding of how you can enhance your organization’s security posture along with actionable takeaways to protect your valuable information.

Speaker(s):

Andrea Pinkston, NetDocuments

2:15pm - 2:55pm
How to Automate Your Expertise with PatternBuilder MAX

Get a first-hand look at PatternBuilder MAX, the “no code” capability within NetDocuments that puts your organization’s experts at the center of custom document creation. Learn just how easy it is to create, manage, and adjust automations and how you can utilize data tables to easily edit, update, and reuse content. You’ll walk away seeing real-life use cases on how PatternBuilder MAX traditional and AI-powered automation can be applied to turbo-charge your productivity without sacrificing quality or security.

Speaker(s):
Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, NetDocuments

2:15pm - 2:55pm
ndMAX – What's Next? Only Available at Inspire!

See it here first! Get a demo on how you can unlock insights faster within the NetDocuments platform so you can add time back to your day to focus on high-value work. Learn how to leverage powerful capabilities and features, empowering your team to deliver their very best work to clients and colleagues.

Speaker(s): Coming soon...
3:15pm – 3:55pm
Search Best Practices

This session is dedicated to the art of search and getting you useful tips to unlock its full potential. Learn how to utilize NetDocuments’ robust search capabilities to help your users work smarter and more efficiently. Whether you're a beginner or an experienced searcher, this session promises to equip you with practical takeaways that can be implemented immediately.  Discover advanced search techniques and learn how to leverage filters and operators effectively. Get ready to supercharge your search skills and unlock a world of knowledge at this not-to-be-missed session.

Speaker(s):

Brian Hall, NetDocuments

Rebecca Sattin, NetDocuments

3:15pm – 3:55pm
Crafting Exceptional Prompts that Elicit the Best Responses from AI

Join us for an engaging session where we will delve into the art and science of writing prompts that inspire creativity and yield insightful results from AI. Our experienced instructors will share practical techniques and strategies on how to frame clear and specific questions, provide context, and fine-tune your prompts to achieve desired outcomes. Learn how to elevate your proficiency in writing prompts that spark AI-powered brilliance.

Speaker(s):
Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, NetDocuments

3:15pm – 3:55pm
Design and User Experience: Adoption of New Design System

Hear from those who are supporting hundreds of customers in the industry and how they’re helping these organizations navigate and tackle their most pressing challenges.

Speaker(s):
Michael Lowry; Sr. Director, Product Design at NetDocuments.

Michael Lowry, NetDocuments

3:55pm - 4:15pm
Break

Take a brain break, grab a snack, and mingle with peers before the next inspiring session begins.

4:15pm - 5:00pm
GENERAL SESSION: AI Experts and Early Adopters Discuss Current Landscape in Legal

Join us for an engaging panel discussion featuring renowned experts and early adopters of AI technology who will share their firsthand experiences, success stories, and challenges encountered while working with AI and integrating AI into their organizations. From machine learning to natural language processing, we will explore cutting-edge AI applications, exploring how they are revolutionizing sectors such as healthcare, finance, manufacturing, and, of course, legal. Don't miss this opportunity to engage with thought leaders at the forefront of AI innovation and explore the endless possibilities this technology holds.

Speaker(s): Coming soon...

5:00pm - 7:00pm
Cocktails + Hors D’oeuvres in the Exhibit Hall

The day concludes in the exhibit hall where you can unwind, grab a refreshment, and connect with peers to reflect on what you learned throughout the day.

Time (CT)
Session
8:00am - 9:00am
Breakfast in Exhibit Hall

Come network with your peers, other NetDocuments partners and employees while enjoying some breakfast to super-charge your day. Plus, meet with vendors in the exhibit hall to see the latest and greatest happenings.

9:00am - 10:00am
KEYNOTE: Meeting Users Where They Work Today and in the Future

At NetDocuments, we prioritize meeting users right where they work by seamlessly integrating our solutions into the applications they rely on daily. This keynote uncovers details around the tight integration we have with the Microsoft suite to help your organization and its users save more time, deliver better services, and experience a better way to work. Hear about our key capabilities that integrate with Microsoft — such as ndMail and ChatLink, plus other details on how we are innovating to deliver a cohesive experience that empowers users to work efficiently and securely, leveraging the strengths of both our solution and their preferred applications.

Speaker(s):
Jill Schornack, VP of Product, NetDocuments

Jill Schornack, NetDocuments

Ali Ofstad; Product Manager at NetDocuments.

Ali Ofstad, NetDocuments

10:15am - 10:55am
The Evolution and Future of ChatLink for Microsoft Teams

To maintain security and governance, your messaging, collaboration, and document management systems all need to be connected. ChatLink provides that connection — by integrating the NetDocuments platform with Microsoft Teams. In this session, discover how we are innovating and evolving next-level collaboration capabilities to help your teams work together more efficiently.

Speaker(s):
Josh Hogan, Product Manager at NetDocuments.

Josh Hogan, NetDocuments

10:15am - 10:55am
Vision and Roadmap: Performance and Platform

Join us for an illuminating session as we dive deep into the performance and future of the NetDocuments platform. This session highlights our unwavering commitment to providing a robust foundational platform that supports our valued customers while setting the standard in legal technology for performance, reliability, and scalability. We will share our forward-thinking approach and the latest strategies we have implemented to future-proof your operations and meet your evolving needs.

Speaker(s):
Jill Schornack, VP of Product, NetDocuments

Jill Schornack, NetDocuments

John Mox, Chief Technology Officer at NetDocuments.

John Motz, NetDocuments

10:15am - 10:55am
Sponsor Session

Hear from those who are supporting hundreds of customers in the industry and how they’re helping these organizations navigate and tackle their most pressing challenges.

Speaker(s): Coming soon...
11:15am - 11:55am
ndMail + ndOffice Tips and Tricks

In this session, get practical tips and tricks designed to enhance your workflows and unlock the full potential of ndMail and ndOffice within your organization. You’ll hear best practices that can revolutionize the way you work – with actionable steps to take to streamline processes, increase efficiency, and achieve remarkable outcomes for your business and its clients. From time-saving shortcuts to hidden gems, this session will equip you with invaluable knowledge and empower you to maximize productivity and achieve your goals.

Speaker(s):
Ali Ofstad; Product Manager at NetDocuments.

Ali Ofsted, NetDocuments

Bobby Tindel, NetDocuments

11:15am - 11:55am
How to Automate Your Expertise with PatternBuilder MAX

Get a first-hand look at PatternBuilder MAX, the “no code” capability within NetDocuments that puts your organization’s experts at the center of custom document creation. Learn just how easy it is to create, manage, and adjust automations and how you can utilize data tables to easily edit, update, and reuse content. You’ll walk away seeing real-life use cases on how PatternBuilder MAX traditional and AI-powered automation can be applied to turbo-charge your productivity without sacrificing quality or security.

Speaker(s):
Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, NetDocuments

11:15am - 11:55am
Sponsor Session

Hear from those who are supporting hundreds of customers in the industry and how they’re helping these organizations navigate and tackle their most pressing challenges.

Speaker(s): Coming soon...
12:00pm - 1:00pm
Lunch in the Exhibit Hall

Join us in the exhibit hall where you can meet other NetDocuments customers, chat with your peers, and meet with NetDocuments employees while fueling up!

1:00pm - 1:30pm
Networking Session: Product Roundtables in Exhibit Hall

Join us for an engaging and interactive product roundtable session where we will explore a multitude of ideas, innovations, and current challenges in the industry. Through open discussions, we will unveil emerging needs, uncover solutions, and collectively shape the future of our products. Come ready to contribute your valuable perspectives and engage in thought-provoking conversations that can enable us to drive innovation — together.

1:45pm - 2:25pm
The Evolution and Future of ChatLink for Microsoft Teams

To maintain security and governance, your messaging, collaboration, and document management systems all need to be connected. ChatLink provides that connection — by integrating the NetDocuments platform with Microsoft Teams. In this session, discover how we are innovating and evolving next-level collaboration capabilities to help your teams work together more efficiently.

Speaker(s):
Josh Hogan, Product Manager at NetDocuments.

Josh Hogan, NetDocuments

1:45pm - 2:25pm
Vision and Roadmap Workshop for M365

Learn how NetDocuments and Microsoft applications are evolving to provide a more consistent, connected, and productive experience. Be a part of this workshop on the prioritization of key actions and user migration requirements.

Speaker(s):
Ali Ofstad; Product Manager at NetDocuments.

Ali Ofsted, NetDocuments

Paul Odette, NetDocuments

1:45pm - 2:25pm
Sponsor Session

Hear from those who are supporting hundreds of customers in the industry and how they’re helping these organizations navigate and tackle their most pressing challenges.

Speaker(s): Coming soon...
2:45pm - 3:25pm
Onboarding New Users

Maximizing user adoption starts with a seamless onboarding process that sets the stage for success. Learn how we can help you provide new users with a smooth and engaging onboarding experience, guiding them through each step of the journey, introducing them to key features, functionalities, and resources that empower them to fully leverage our platform.  Our goal is to create an environment where users not only feel comfortable but also excited to explore and embrace the full potential of NetDocuments. Through effective onboarding, let’s work together to maximize user adoption, enabling you to achieve your goals, drive productivity, and experience the full value of our solution.

Speaker(s):
Brandon Russell

Brandon Russell, NetDocuments

2:45pm - 3:25pm
Meet the New SetBuilder

Your feedback matters! We have redesigned SetBuilder with direct input from our customers and are pleased to demonstrate the new and improved application that will deliver even better value and usability.

Speaker(s):

Jerad Hasleton, NetDocuments

2:45pm - 3:25pm
Design and User Experience: Adoption of New Design System

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.

Speaker(s):
Michael Lowry; Sr. Director, Product Design at NetDocuments.

Michael Lowry, NetDocuments

3:45pm - 4:25pm
Maximizing Adoption of New Capabilities at Your Firm

We understand that introducing new technologies and capabilities can often be met with questions and challenges. That's why we've designed this session to provide you with effective strategies and best practices to drive successful adoption across your organization — whether it’s maximizing the adoption of the platform itself, or newly added capabilities.  

Learn how to effectively communicate the benefits and address common questions that come with implementing new features and technology — all while getting your users excited to utilize all of the critical and helpful features within NetDocuments.

Speaker(s):
Brandon Russell

Brandon Russell, NetDocuments

3:45pm - 4:25pm
Analytics – Uncover Deeper Insights About Your NetDocuments


Information powers your business, and now with Analytics you can access new insights to improve and understand user behavior. 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. Business leaders, practice teams and IT administrators can use Analytics to shape business outcomes by eliminating inefficiencies, removing bottlenecks, or improving usage and adoption rates.

Speaker(s):
Travis Reed of NetDocuments

Travis Reed, NetDocuments

3:45pm - 4:25pm
ndMAX – What's Next? Only Available at Inspire!

See it here first! Get a demo on how you can unlock insights faster within the NetDocuments platform so you can add time back to your day to focus on high-value work. Learn how to leverage powerful capabilities and features, empowering your team to deliver their very best work to clients and colleagues.

Speaker(s): Coming soon...

4:25pm - 5:30pm
GENERAL SESSION: Peer Panel: Using Technology and AI Responsibly

As we embark on this exciting journey into AI for legal, it is crucial to emphasize responsible AI development and deployment. Hear from professionals in legal putting AI to use in their firms, legal departments, and law schools. Learn more about paths explored, challenges faced, and lessons learned as a member of the media moderates this engaging panel discussion.

Speaker(s): Coming soon...

6:30pm - 10:00pm
Dinner and Evening Event

Unwind after the day with networking, entertainment, food, and drinks. We’ll also celebrate this year’s Inspire award winners. Exciting details forthcoming!

Time (CT)
Session
8:00am - 9:00am
Breakfast in Exhibit Hall

Come network with your peers, other NetDocuments partners and employees while enjoying some breakfast to super-charge your day. Plus, meet with vendors in the exhibit hall to see the latest and greatest happenings.

9:00am - 9:55am
KEYNOTE: Embracing Tomorrow, Navigating the Future in Legal

Join us for an exhilarating panel discussion featuring a lineup of esteemed analysts and industry thought leaders as they share their insights and predictions on the future of the legal industry. This session will delve into the anticipated major changes that lie ahead in 2024, offering a glimpse into the transformative shifts that will shape our landscape. Gain exclusive access to expert perspectives, as our panelists draw upon their vast knowledge and experience to shed light on emerging trends, disruptive technologies, and keymarket forces that will drive innovation and redefine the way we operate.

Speaker(s): Coming soon...
10:15am - 10:55am
ndMail + ndOffice Tips and Tricks

In this session, get practical tips and tricks designed to enhance your workflows and unlock the full potential of ndMail and ndOffice within your organization. You’ll hear best practices that can revolutionize the way you work – with actionable steps to take to streamline processes, increase efficiency, and achieve remarkable outcomes for your business and its clients. From time-saving shortcuts to hidden gems, this session will equip you with invaluable knowledge and empower you to maximize productivity and achieve your goals.

Speaker(s):
Ali Ofstad; Product Manager at NetDocuments.

Ali Ofsted, NetDocuments

Bobby Tindel, NetDocuments

10:15am - 10:55am
How to Automate Your Expertise with PatternBuilder MAX

Get a first-hand look at PatternBuilder MAX, the “no code” capability within NetDocuments that puts your organization’s experts at the center of custom document creation. Learn just how easy it is to create, manage, and adjust automations and how you can utilize data tables to easily edit, update, and reuse content. You’ll walk away seeing real-life use cases on how PatternBuilder MAX traditional and AI-powered automation can be applied to turbo-charge your productivity without sacrificing quality or security.

Speaker(s):
Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, NetDocuments

10:15am - 10:55am
Awesome Session Coming Soon

There's just so much to explore that we're trying to find the right. More to come soon!

Speaker(s): TBD
11:15am - 11:55am
Taking Your Firm’s Security to the Next Level

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.

Speaker(s):

Brian Hall, NetDocuments

Travis Reed of NetDocuments

Travis Reed, NetDocuments

11:15am - 11:55am
Crafting Exceptional Prompts that Elicit the Best Responses from AI

Join us for an engaging session where we will delve into the art and science of writing prompts that inspire creativity and yield insightful results from AI. Our experienced instructors will share practical techniques and strategies on how to frame clear and specific questions, provide context, and fine-tune your prompts to achieve desired outcomes. Learn how to elevate your proficiency inwriting prompts that spark AI-powered brilliance.

Speaker(s):
Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly, NetDocuments

11:15am - 11:55am
ndMAX – What's Next? Only Available at Inspire!

See it here first! Get a demo on how you can unlock insights faster within the NetDocuments platform so you can add time back to your day to focus on high-value work. Learn how to leverage powerful capabilities and features, empowering your team to deliver their very best work to clients and colleagues.

Speaker(s): Coming soon...
12:15pm - 12:55pm
GENERAL SESSION: 2024 Roadmap and NetDocuments Platform and AI Strategy

Join us for an exclusive company update and glimpse into the future as we share our vision for what lies ahead. In this highly anticipated session, our executive team will provide a comprehensive overview of our recent achievements, strategic milestones, and the exciting innovations that are shaping our industry. Discover how we have successfully navigated challenges, adapted to market dynamics, and positioned ourselves as a leader in our field. Gain insights into our core values, growth strategies, and the initiatives driving our mission forward. Be inspired as we unveil our vision for the future, outlining the groundbreaking technologies, transformative partnerships, and customer-centric approaches that will propel us to new heights. This session is a must-attend for anyone seeking to understand our company's trajectory, explore collaboration opportunities, and witness the exciting possibilities that lie ahead.

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck, NetDocuments

John Mox, Chief Technology Officer at NetDocuments.

John Motz, NetDocuments

Jill Schornack, VP of Product, NetDocuments

Jill Schornack, NetDocuments

speakers

More speakers coming soon...

Keynote Speaker
NetDocuments Chief Executive Officer Josh Baxter.

Josh Baxter

Chief Executive Officer

NetDocuments

Keynote Speaker
NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck

Chief Product Officer

NetDocuments

Keynote Speaker
Image of Scott Kelly, Product Manager at NetDocuments

Scott Kelly

Sr. Manager Product Mgmt.

NetDocuments

Keynote Speaker
John Mox, Chief Technology Officer at NetDocuments.

John Motz

Chief Technology Officer

NetDocuments

Keynote Speaker
Ali Ofstad, Senior Product Manager at NetDocuments

Ali Ofstad

Senior Product Manager

NetDocuments

Keynote Speaker
Jill Schornack, VP of Product, NetDocuments

Jill Schornack

Vice President, Product

NetDocuments

Jennette Cheung, Senior Product Owner in Engineering at NetDocuments.

Jennette Cheung

Senior Product Owner

NetDocuments

David Hansen, Vice President of Compliance at NetDocuments

David Hansen

Vice President, Compliance

NetDocuments

Josh Hogan, Product Manager at NetDocuments.

Josh Hogan

Senior Product Manager

NetDocuments

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

Michael Lowry

Senior Director, User Experience

NetDocuments

Travis Reed of NetDocuments

Travis Reed

Senior Manager, Product Management

NetDocuments

Michael Sanders of NetDocuments

Mike Sanders

Director, Solutions Engineering

NetDocuments

Michelle Spencer

Michelle Spencer

Product Marketing Manager

NetDocuments

Thank you to our 2022 sponsors

Want to sponsor? Contact Heather Ochieng.

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