Legal Innovation Partner

About the role

NetDocuments is seeking a Legal Innovation Partner to be a senior individual contributor embedded in the firm relationships that matter most to NetDocuments. You are not a typical customer success manager - you are an expert in legal AI strategy and transformation who serves as the primary strategic advisor to a portfolio of law firm and legal department clients. You are responsible for their success with NetDocuments, and you own the renewal and expansion of that book of business. You will guide clients through every stage of their AI adoption journey - from understanding their current workflow and identifying high-impact use cases, through implementation, change management, and measurement of outcomes. Your clients trust you not just as a vendor contact, but as a thought partner. When they have a question about what legal AI means for their firm, you are who they call.

Responsibilities

• Own a portfolio of strategic law firm and legal department client relationships, serving as the primary advisor and point of accountability for their NetDocuments experience and AI transformation journey
• Drive renewal and expansion within your assigned book of business - maintaining high net revenue retention rates and identifying meaningful upsell and cross-sell opportunities aligned to client needs
• Develop and execute tailored AI adoption roadmaps for each client, working with firm leadership and legal technology teams to identify the highest-value use cases and build measurable adoption plans
• Lead executive-level business reviews with firm management committees, CIOs, and Chief Innovation Officers - communicating ROI, adoption performance, and strategic direction clearly and confidently
• Identify and escalate at-risk accounts proactively, partnering with Sales and Forward Deployed Engineers to develop and execute remediation plans
• Collaborate with the Product and Engineering teams to channel client feedback into the product roadmap, advocating for the features and integrations that will drive adoption and stickiness in your portfolio
• Contribute to the development of the LIP playbook - sharing what works with the broader Legal Innovation Partner team and helping establish best practices for AI transformation engagement
• Represent NetDocuments at legal technology conferences, client advisory boards, and industry events
• Other duties as assigned
• What You'll Need to be Successful
• 8+ years of experience in legal technology, legal operations, enterprise customer success, or management consulting focused on the legal sector
• Fluent in using AI for legal workflows and legal use
• Direct experience owning client relationships and renewal/expansion outcomes in a B2B SaaS or legal technology environment
• Fluency in law firm operations - you understand how firms are structured, how decisions get made, how technology is evaluated and adopted,

Benefits

Additional Information

NetDocuments is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in person meetings and communications from emails using the @netdocuments.com domain. If you have any concerns or questions about communications you have received, please send them to hrgroup@netdocuments.com so our team members can review. NetDocuments is the world's #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. We strive to win together through passionate hard work, exploring new things and recognizing every interaction matters. NetDocuments provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team. At our core, we are dedicated to empowering our employees to drive successful business outcomes and better user experiences for our customers and partners. Our customer-centric approach and employee enablement has allowed us to enjoy many accolades, including being named among the 2022, 2023, & 2024 list of Inc. Magazine's 5000 Fastest-Growing Private Companies in America. Other recent awards include: Five-time winner (2025, 2024, 2023, 2022, 2021) Top Workplace in the US by the Salt Lake Tribune Four-time winner (2025, 2023, 2022, 2021) Best Companies to Work for by Utah Business magazine Three-time winner (2025, 2023, 2022) Top Workplace Employee Appreciation and Employee Well-Being Three-time winner (2024, 2023, 2022) Top Workplace Work-Life Flexibility Three-time winner (2024, 2023, 2022) Top Workplace Compensation & Benefits Two-time winner (2024, 2023) National Top Workplaces Two-time winner (2024, 2023) Top Workplace Innovation 2025 Remote Work 2024 Technology Industry NetDocuments is a hybrid, remote-friendly workplace. Come join our team and work inspired each day!

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