Practical thinking on implementing, scaling, and supporting the platforms that run modern legal work.
You need to send a signed agreement or a large file to someone outside the firm, and an attachment leaves no control. How secure links share it safely, and the settings that keep every link in check.
Your new matter workspaces should open with one clean structure, yet they drift further apart each quarter. How to design and govern NetDocuments workspace templates, and the tests that keep them safe.
Legal, HR, and finance share your NetDocuments environment, and every new group quietly widens who can see what. How to design least-privilege access across departments, and the reviews that keep it tight.
You have a CLM build that passed UAT, and now it has to reach Production without breaking folders, workflows, or permissions. How Docusign CLM deployment works, and the checks that make release day routine.
You connected Docusign CLM to Salesforce, and now sales and legal keep finding contract data that does not match. How to set field ownership, write-back, and error handling so both systems tell the same story.
You have contracts, workflows, and approvers running in Docusign CLM, and leadership keeps asking for numbers you cannot pull quickly. How to build the reports and shared dashboards that answer them every week.
You want contracts in Docusign CLM to route, remind, and start workflows without someone clicking through every step. How Smart Rules work, and the design and testing habits that keep them reliable.
You signed the contract, and now your company owes payments, notices, and service levels that nobody tracks in one place. How party records and obligation capture in Docusign CLM keep those commitments visible.
You are bringing your law firms onto Onit, and each one needs the right portal, access, and rate setup before its first invoice. How vendor setup works, and the checks that make the first billing cycle clean.
Your law firms submit LEDES files every month, and some invoices still reach accounts payable with wrong rates or missing codes. What each validation rule should check, and the targets that show it is working.
You have approval to roll out e-billing, and leadership wants a go-live date before the plan is even written. How long each phase really takes, and the dependencies that decide whether the date holds.
Your law firm invoices wait days for the right approver, or reach someone without the authority to sign them off. How to design approval tiers, escalation, and rejections so every invoice finds its approver.