Card image cap

Innovation, Client Collaboration, and Business Development Through Document Automation

Level: Advanced
Runtime: 59 minutes
Recorded Date: January 29, 2019
Click here to share this program
Download PDF
Closed Caption


  • Introduction to Document Automation
  • Customer Story: Shearman and Sterling
  • Customer Story: Goodwin Procter
  • Q & A
Runtime: 1 hour
Recorded: January 29, 2019


Document automation has been a standard in the legal industry for decades. Automating the drafting and contract process creates times-savings advantages and reduces errors as oppose to manual drafting. Learn how to strategically strengthen document automation advantages by hearing from legal professions who use Thomson Reuter’s Contact Express to innovate workflows, enhance client collaboration, and generate business development.

This program was recorded as part of ALM's Legalweek Conference on January 29th, 2019.

Provided By

Card image cap Legalweek
Card image cap


Card image cap

Patricia A. Johansen

Counsel & Director of Knowledge Management for Business Law
Goodwin Procter

Ms. Johansen focuses on knowledge management and practice innovation to enable our Business Law attorneys to deliver high value legal services to our clients. Ms. Johansen and her team are responsible for artificial intelligence and document automation technologies that enhance attorney workflows and processes. Ms. Johansen directs a staff of professional support lawyers tasked to develop know how, monitor legal developments, and deliver practice tools. She also oversees the capture and leverage of the firm’s business law experience, and the maintenance of knowledge sharing platforms for the Business Law Department.

Card image cap

Meredith Williams-Range

Chief Knowledge and Client Value Officer
Shearman & Sterling LLP

Meredith oversees & coordinates global strategy in master data management, conflicts, governance, new business intake, records, legal project management, knowledge management, research services and more. Ms. Williams-Range also oversees many of the Firm's resources that allow Shearman to partner with clients and deliver cuttingedge legal tech. She is widely recognized as a leading authority in innovation, legal tech and the practice of law changes, and is a frequent presenter and author.

Card image cap

Sarah Harrison

Document Automation Specialist
Thomson Reuters

Sarah Harrison is a document automation specialist for Thomson Reuters and serves US-based law firms and corporations as a Contract Express consultant, trainer and project automation engineer. She also worked in document automation in her previous role as a Knowledge Management manager at the law firm of Baker, Donelson, Bearman, Caldwell & Berkowitz between 2011 and 2013, during which time the firm’s KM department released many of its first Contract Express projects to institutional clients and numerous practice groups.

Card image cap

Similar Courses

Card image cap
64 minutes
"I Am Not a Cat" Proceedings in a Virtual World
Besides becoming a pop-culture catchphrase, how has the shift to a virtual environment impacted proceedings over the last year, and what changes do you believe are here to stay? Our panel of experts will examine some of the greatest challenges, faux pas, and successes in virtual proceedings over the course of this transformative time.

Women, Influence & Power in Law Conference


Add to Cart
Card image cap
77 minutes
§ 363 Sale Issues
Dive into Section 363 sales issues, including whether there are limits to “free and clear”; the GM conflict between Sections 365(h) and 363(f) (“lease-stripping”); sales free and clear of leasehold interests, restrictive covenants and override royalties; being free and clear of successorships in CBAs; selling free and clear of environmental liabilities (La Paloma, Exide); and loan-to-own strategies.

American Bankruptcy Institute


Add to Cart
Card image cap
63 minutes
2021: The Year of the ELM
Panelists will clarify what constitutes an ELM platform, examine its unique and compelling capabilities, and discuss its strategic and tactical advantages, particularly those stemming from data-driven insights and machine-driven decision making. Attendees will gain a clear understanding of the significance of the emergence of ELM solutions, what firms and law departments can achieve with ELM platform, and practical and ethical considerations related to adopting an ELM solution.



Add to Cart
Card image cap
97 minutes
26 Words that Created the Internet - Basics of the Communications Decency Act Section 230 Safe Harbor
This program will examine the basics of CDA 230 and its day to day affect for those who advise internet businesses as well as those who litigate against them. It will give practical guidance as to what extend internet companies can or should edit or censor the information their users contribute to their sites and to what extent those users will actually be liable.

New Media Rights


Add to Cart
Previous Next