Note: The job is a remote job and is open to candidates in USA. NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. They are seeking a Legal Innovation Partner who will serve as the primary strategic advisor to law firm and legal department clients, guiding them through their AI adoption journey and ensuring their success with NetDocuments. This role involves developing tailored AI adoption roadmaps and driving renewal and expansion of client relationships.
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
Skills
- 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, and what drives attorney behavior
- Proven ability to build trusted advisory relationships with senior law firm stakeholders, including partners, COOs, CIOs, and practice group leaders
- Comfort navigating complex, multi-stakeholder organizations and moving multiple workstreams simultaneously
- Strong written and verbal communication skills, including the ability to design and deliver compelling client presentations and ROI narratives
- Familiarity with legal AI applications, document management systems, and the broader LegalTech ecosystem
- Ability to travel up to 25% to client sites and industry events
- JD or equivalent legal industry experience strongly preferred. Prior law firm practice (associate or counsel level) is a significant advantage in establishing credibility with firm leadership
Benefits
- 90% healthcare premiums company covered
- HSA company contribution
- 401K match at 4% with immediate vesting
- Flexible PTO (typically 3 to 4 weeks a year)
- 10paid holidays
- Monthly contributions forlife activities &wellness
- Access to LinkedIn learning with monthly dedicated time to explore
Company Overview