Legal Innovation Partner

About NetDocuments

NetDocuments is the world's leading cloud-based content management and productivity platform for legal professionals. We foster a culture of winning together through hard work, exploration, and recognizing the value of every interaction. Our inclusive and diverse environment encourages creative ideas and innovation, backed by supportive peers and leadership.

NetDocuments is consistently recognized for its excellence, including multiple Inc. 5000 Fastest-Growing Private Companies awards, and numerous "Top Workplace" accolades from the Salt Lake Tribune and Utah Business magazine for overall workplace quality, employee appreciation, well-being, work-life flexibility, compensation, and innovation. We are a hybrid, remote-friendly workplace where you can work inspired each day.

About the Position

We are looking for a Legal Innovation Partner (LIP) to serve as a senior individual contributor embedded within our most strategic firm relationships. You are not a typical customer success manager; you are an expert in legal AI strategy and transformation, acting as the primary strategic advisor to a portfolio of law firm and legal department clients. You will own their success with NetDocuments and be responsible for the renewal and expansion of your 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 will 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.

What You’ll Do

• 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 best practices with the broader Legal Innovation Partner team.
• 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 cases.
• Direct experience owning client relationships and renewal/expansion outcomes in a B2B SaaS or legal technology environment.
• Fluency in law firm operations: understanding firm structure, decision-making processes, technology evaluation, and attorney behavior.
• JD or equivalent legal industry experience strongly preferred. Prior law firm practice (associate or counsel level) is a significant advantage.
• Proven ability to build trusted advisory relationships with senior law firm stakeholders (partners, COOs, CIOs, practice group leaders).
• Comfort navigating complex, multi-stakeholder organizations and managing multiple workstreams.
• Strong written and verbal communication skills, including designing and delivering 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.

What You’ll Love About NetDocuments

• The People!
• 90% healthcare premiums company covered.
• HSA company contribution.
• 401K match at 4% with immediate vesting.
• Flexible PTO (typically 3 to 4 weeks per year).
• 10 paid holidays.
• Monthly contributions for life activities & wellness.
• Access to LinkedIn Learning with dedicated exploration time.

Compensation Transparency

• Compensation Range: $190,000 - $210,000 plus bonus.
• The posted cash compensation includes on-target earnings, base salary, and potential variable pay.
• Individual compensation is determined by factors such as career level, skills, experience, geographic location, qualifications, and other job-related considerations.

Equal Opportunity

• NetDocuments is an Equal Opportunity Employer committed to diversity and inclusion.
• Employment decisions are based on business needs, job requirements, and individual qualifications, irrespective of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, or any other protected characteristic.
• We are committed to providing a work environment free of discrimination and harassment.