Partner Event

at Inspire 2023
An event dedicated to education, enablement, and networking for our amazing partners and to celebrating their successes.

Join us in San Antonio, TX at La Cantera Resort
October 22 – 23, 2023
Save your spot and register now
Check out this year's venue - watch the video below.

Helping You Maximize Success

Based on your feedback, we have expanded the NetDocuments Partner Day in 2023. Kicking off on Sunday, October 22 and closing on Monday, October 23, the agenda contains something for everyone – including strategic leaders, sales, marketing, and technical education staff – plus ample opportunities to network with peers and meet with NetDocuments leadership.

Come early or extend your stay! Take advantage of this amazing property and location for some rest and relaxation. La Cantera Resort & Spa is a destination resort with five sparkling pools, luxurious cabanas, a world-class golf course, destination spa and more. And it's just 20 minutes from the San Antonio International Airport and close to the city's finest shopping and theme parks.


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!

La Cantera Resort


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


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)
1:30pm - 2:00pm
Welcome and Kickoff

Kick off our 1.5 days of partner-focused sessions with updates on our partner program from our VP of Channel, Reza Parsia, and a message from our CEO, Josh Baxter.

NetDocuments Chief Executive Officer Josh Baxter.

Josh Baxter, NetDocuments

NetDocuments Vice President of Strategic Partner Management Reza Parsia.

Reza Parsia, NetDocuments

2:00pm - 3:00pm
Growing with Enablement and Understanding How Delivery Success Managers Can Help You Win

Learn and incorporate all the resources available to you from our partner enablement team and get the latest and newest information on enablement resources available to you and your teams. Find out how you can leverage the power of a Delivery Success Manager (DSM) to help you be successful with your implementation efforts and backend support to help you and our joint customers be successful.

Macro Poggio

Marco Poggio, NetDocuments

Rebecca Sattin, NetDocuments

3:00pm - 3:45pm

Take a brain break, grab a snack, and mingle with peers before more sessions start back up.

3:45pm - 4:30pm
How to Drive Marketing Success and Pipeline with NetDocuments Marketing

Learn what marketing resources are available to you and the best practices for growing your pipeline with NetDocuments — whether you have a marketing team or not. Discover how we can help you drive success.

Alecha Stackle, Chief Marketing Officer at NetDocuments.

Melissa Mickelson, NetDocuments

Heather Ochieng, Partner Marketing Director at NetDocuments.

Heather Ochieng, NetDocuments

4:45pm - 5:30pm
Tips, Tracks, and Insights — Sales and High-Level Technical Insights on Winning with NetDocuments

This session will give you the latest tips and tricks on positioning NetDocuments, as our experts show you how to tell a NetDocuments story that resonates.

Michael Hill, Director of Product at NetDocuments.

Michael Hill, NetDocuments

Michael Sanders of NetDocuments

Mike Sanders, NetDocuments

6:30pm - 8:30pm
Reception, Dinner & Awards

Enjoy dinner and celebrate all the incredible partner achievements and awards during this evening event!

Time (CST)
8:15am - 9:00am

Come mingle and network with your peers, other NetDocuments partners and employees, while enjoying some breakfast to super-charge your day.

9:00am - 10:30am
Product Strategy with Q&A

In this engaging session, dive into the future NetDocuments’ product roadmap as we unveil the exciting vision and strategic direction for our upcoming product releases. We’ll share how our roadmap aligns with market trends, customer needs, and our organization's goals while delivering valuable insights into the innovative features, enhancements, and expansions that await our loyal customers. Key to our strategy will be artificial intelligence (AI) and driving innovation, responsibly, for the legal profession. 

You’ll 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 clients ‘productivity without sacrificing quality or security. 

Also critical to our strategy is prioritizing meeting users where they work by seamlessly integrating our solutions into the applications they rely on daily. We’ll talk about the integration we have with the Microsoft suite to help your clients 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.

NetDocuments Chief Product Officer Dan Hauck.

Dan Hauck, NetDocuments

Jill Schornack, VP of Product, NetDocuments

Jill Schornack, NetDocuments

Kyle Kissell, NetDocuments

10:40am - 11:40am
Office Hour for Partners

Still have questions? Want to discuss a topic further with product, marketing, DSM or sales? This “open hour” session will give you the opportunity to have more personal and small group discussions just for you as a valued NetDocuments partner.

Interested in sponsoring Inspire 2023, the NetDocuments annual user conference?


Josh Baxter, Chief Executive Officer at NetDocuments.

Josh Baxter

Chief Executive Officer


Dan Hauck, Chief Product Officer at NetDocuments.

Dan Hauck

Chief Product Officer


Michael Hill, Director of Product at NetDocuments.

Michael Owen Hill

Director of Product Marketing


Heather Ochieng, Partner Marketing Director at NetDocuments.

Heather Ochieng

Partner Marketing Director


Reza Parsia, Vice President of Partnerships at NetDocuments.

Reza Parsia

Vice President of Partnerships


Macro Poggio

Marco Poggio

Senior Director of Customer Success


Michael Sanders of NetDocuments

Mike Sanders

Director of Solutions Engineering


Rebecca Sattin, Senior Director of Partner Success at NetDocuments.

Rebecca Sattin

Senior Director of Partner Success


Jill Schornack, Vice President of Product at NetDocuments.

Jill Schornack

Vice President of Product


Alecha Stackle, Chief Marketing Officer at NetDocuments.

Alecha Stackle

Chief Marketing Officer



Want to sponsor? Contact Heather Ochieng.

Who should attend the NetDocuments Partner Event?

We encourage anyone supporting our mutual partnership to attend, including strategic leaders, sales, marketing, and technical education staff.

Can I attend the NetDocuments Inspire user conference?

Based on our current outreach to customers and prospects, we are anticipating high attendance. In order for a partner to attend Inspire, you must be a registered sponsor attendee. If room allows, non-sponsor tickets may become available for $675 on a first-come, first-serve basis on or around September 5, 2023.

If I’m a registered Inspire sponsor attendee, can I attend the partner retreat?

Yes, but you need to register separately to attend. The cost is $299. Save your spot.