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Document Automation – Workflow Strategies for Competitive Firms

Level: Advanced
Runtime: 61 minutes
Recorded Date: January 30, 2018
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2:00 pm - 3:00 pm
  • Introduction to Document Automation
  • Customer story: Dentons
  • Customer story: Chapman & Cutler
  • Questions and answers
Runtime: 1 hour
Recorded: January 30, 2018


How do law firms use document automation today and how does it contributes to profitability and efficiency? Legal document creation costs clients $75 billion per year. When you consider that we live in an instant gratification society where technological advances are only outpaced by expectations, it should come as no surprise that law firms face unrelenting pressure from clients to provide higher quality service at a lower cost in a fraction of the time. This session will take a look at how today’s most competitive law firms differentiate their services by turning to document automation to drive down costs, improve client relationships, and answer this challenge.

This program was recorded as part of LegalTech on January 30th, 2018.

Provided By

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Geoffrey Goldberg

Manager, Contract Express Service and Support
Thomson Reuters

Geoffrey Goldberg is a Senior Counsel and Legal Automation Engineer at Thomson Reuters’ Contract Express. Having worked for Business Integrity (now part of Thomson Reuters) for over 5 years, Geoffrey understand legal operations of the company and all the technical aspects of legal document automation.

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Eric Wood

Chapman and Cutler, LLP

Eric Wood is the Practice Innovations and Technology Partner. As a member of Chapman’s Practice Innovations group, Eric works across the firm's offices and practice groups to research, design and develop legal technology tools for Chapman’s attorneys and clients.

Eric’s experience includes developing complex document automation systems, designing custom transaction management software, building legal expert systems, coding interactive data visualizations of transactional metadata and consulting on numerous process improvement and knowledge management initiatives.

Eric draws on significant prior experience in commercial lending and securities transactions, previously working as an associate in the Banking and Financial Services Department at Chapman and the Capital Markets group at Cleary Gottlieb Steen & Hamilton LLP in New York. Before attending law school, he worked on legal technology and access to justice projects as an AmeriCorps VISTA Volunteer for Wyoming Legal Services.

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Kathy Valentine

Director of Knowledge & Practice Innovations

Kathy Valetine is the Director of Knowledge and Practice Innovations, she has 25 years of experience implementing creative IT solutions in law firms. She currently serves as an advisor in the knowledge management department of the world's largest law firm, Dentons.

From standing up new software throughout an enterprise to training all stakeholders and individuals to use it, Kathy has tackled problems from multiple angles and effortlessly ties process to performance. She has managed service desks, trained department staff, developed new software and configured bespoke office packages for more than 120 law firms across the US and Canada. Her career has focused on lifting entire legal organizations through technology—from the partner to the secretary—by investigating how employees do their work and offering solutions that answer their needs.

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