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Partner Day

13/11
London at Convene
An event dedicated to education, enablement, and networking for NetDocuments partners and to celebrating their successes.

Join Us on 13/11!

We are excited to host the NetDocuments Partner Day at Inspire EMEA 2024 on 13/11. The agenda is comprised of something for everyone – strategic leaders, sales, marketing and technical education staff – plus ample opportunities to network with peers and meet with NetDocuments leadership.
2024 Venue

Convene

22 Bishopsgate, London
Convene’s world-class conference and event venues offer artfully designed spaces equipped to deliver an amazing conference experience for attendees.
Convene
Inspire Customer Awards
Has your team done some great work with NetDocuments this past year? Whether you’re more efficient, collaborating better, automating workflows, leveraging AI, or transforming your work in another way, we want to hear your story.
Learn More
At NetDocuments Partner Day, You Can...
Gain insights into the latest product roadmap
Uncover advanced capabilities through technical deep dives
Explore the latest Microsoft 365 technical updates
Get informed on actionable GTM updates
Broaden your marketing reach with tools and best practices
Network with peers, industry experts, and NetDocuments leadership
Register
2024 Agenda
Our 2024 Agenda will be finalized and released closer to the event. Please check back for a complete schedule. Exciting things to come!
9:00am - 10:00am | Registration & Breakfast
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Start your day with something to eat and get the energy going.
10:00am - 10:25am | Opening Remarks
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Join us as we kick off Partner Day at Inspire. Hear what's in store and what you can expect to hear about in the next few hours.
10:30am - 11:30am | Optimizing NetDocuments for Legal Practices: Understanding the Work to Sell & Configure Smarter
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In this session, you’ll dive into how different areas of law influence the way you sell and configure NetDocuments to meet  your clients' specific needs. Discover how to tailor your setup to maximize efficiency and client satisfaction, and explore which PatternBuilder apps can streamline workflows for each practice area. By the end of this session, you'll walk away with actionable insights to better serve your legal clients through customized, innovative solutions.
10:30am - 11:30am | Implementations: Boost Your Skills & Stay Ahead of the Curve
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Join this session specifically made for NetDocuments implementation partners. You'll learn about the latest updates to the administrative interface while revisiting essential fundamentals required to deploy NetDocuments. You'll leave with knowledge and skills necessary for a successful implementation. Eligible for Implementation Recertification credit.
11:30am - 11:45am | Break
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Take a break and stretch your legs before you hear from the next round of speakers!
11:45am - 12:45pm | Mastering the Art of Selling NetDocuments
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Join us for an engaging session to boost your sales game in the dynamic world of legal DMS! We'll dive into the competitive landscape and share effective strategies for change management, value-based selling, and handling objections with confidence. Empower yourself as a NetDocuments partner and gain the skills you need to excel—plus, this course is eligible for Sales Recertification credit!
11:45am - 12:45am | Mastering  NetDocuments' Security Story
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Specifically designed for partners, this session on Security dives into the robust capabilities of our platform and will cover things like Profile Based Security and inheritance. Deliver even greater value to your clients and expand your knowledge with practical ways to optimize NetDocuments for your customers.
12:45pm - 1:45pm | Lunch
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Enjoy  networking and lunch before the next sessions start up.
1:45pm - 2:45pm | Smooth Transitions: Effective Change Management
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Change can be challenging, but it doesn't have  to be! This session will tackle the hurdles of product implementation and  rollout head-on. We'll delve into key aspects of Change Management including  setting clear expectations, thorough discovery processes, and crafting a  proper Statement of Work (SOW). Plus, we'll share valuable documentation and  communication tips to help you navigate change with confidence. Join us to  transform challenges into opportunities and make change an exciting journey  for you and your customers.
1:45pm - 2:45pm | Mastering M365 Integrations: A Configuration Deep Dive for Partners
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In this session, you’ll explore how NetDocuments integrates seamlessly with Microsoft 365 through Outlook, Teams (ChatLink), and Word (PatternBuilder) to deliver a secure, efficient, and compliant document management experience. We’ll provide a technical overview of these key capabilities, showing you how to configure the Outlook Add-in, ChatLink, and Word Add-in all at once for maximum efficiency. You’ll also learn how to help your customers prepare for upcoming Microsoft updates, ensuring they stay ahead of the curve. Join us to streamline your configurations and empower your clients with a future-ready solution.
2:45pm - 3:00pm | Break
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Take a  break and stretch your legs before you hear from the next round of  speakers!
3:00pm - 4:00pm | Building a Future-Ready Services Practice with AI and NetDocuments
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Position yourself as a key player in your customers' AI-driven future by shaping their AI strategy with NetDocuments apps. This session builds on insights from "Optimizing NetDocuments for Legal Practices" and takes it further by showing you how to create a  services practice around these powerful products and capabilities. Learn how to leverage AI to not only meet your clients’ needs but also drive your business forward.
3:00pm - 4:00pm | Mastering Generative AI with ndMAX
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Discover how Generative AI can transform the way you deliver legal services and create value for your clients. Take your app-building skills to the next level in this session that is built for partners already working with PatternBuilder and PatternBuilder MAX. You'll get best practices to create powerful, efficient apps, to deliver even more value to your customers. Leave with practical, actionable insights to level up your app-building game and boost your success.
4:00pm - 4:15pm | Break
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Take a  break and stretch your legs before you hear from the next round of  speakers!
4:15pm - 4:45pm | Driving Growth Together: NetDocuments 2025 Partner Marketing Strategy
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Join us for an exclusive look into the NetDocuments marketing vision for 2025 and beyond. This session will explore our market positioning, communication strategies and the innovative initiatives driving our future growth. Discover how our approach is evolving to stay ahead of industry trends and how you can align with these strategies to unlock new opportunities. Don’t miss this chance to gain valuable insights and become an integral part of our journey toward continued success.
4:45pm - 5:45pm | Exploring What's Ahead: The NetDocuments Roadmap
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Hear from NetDocuments leadership about the exciting developments ahead in the NetDocuments product roadmap. Get an  insider's look at the upcoming features, enhancements, and innovations we're bringing to the platform plus learn how these advancements align with market trends and discuss how you can leverage them to drive growth and success for your clients.
5:45pm - 6:00pm | Closing Remarks
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Join us as we close out an exciting day with key takeaways and look ahead to the exciting opportunities that await us. Leave Inspired for the journey ahead!
6:00pm - 8:00pm | Evening Event
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Let's unwind after a great day of learning. More details to come!

Speakers

More speakers are being added daily!
Stacy Close
Lead Demand Generation & Partner Marketing Manager
NetDocuments
Kerri Dearing
Vice President, International Business
NetDocuments
Greg Hartley
Lead Professional Services Consultant
NetDocuments
Dan Hauck
Chief Product Officer
NetDocuments
Mubashir (Bash) Mian
Senior Delivery Success Manager NetDocuments
John Motz
Chief Technology Officer NetDocuments
Michael Owen Hill
Director, Product Marketing NetDocuments
Marco Poggio
Senior Director, Customer Success NetDocuments
Jen Poon
Legal Solutions Director NetDocuments
Rebecca Sattin
Senior Director, Partner Success NetDocuments
Kaden Smith
Director, Inside Sales NetDocuments
Susanne Strong
Technical Trainer
NetDocuments
AJ Bashorun
Strategic Partnerships Manager NetDocuments

FAQs

Who should attend the NetDocuments Partner Day at Inspire EMEA 2024?

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

Can I attend the NetDocuments Inspire EMEA 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 I’m a registered Inspire EMEA sponsor attendee, can I attend Partner Day at Inspire EMEA 2024?

Yes, but you need to register separately to attend.

Interested in sponsoring Inspire 2024, the NetDocuments annual user conference?
Request Info

NetDocuments is committed to providing a welcoming, respectful, and inclusive environment for all participants at our events. To learn more, read our Code of Conduct.

We look forward to seeing you at Partner Day at Inspire 2024!