Innovation, Client Collaboration, and Business Development Through Document Automation

Level: Advanced
Runtime: 59 minutes
Recorded Date: January 29, 2019
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  • 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



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.

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.

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.

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