Legal Innovation Partner

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  [email protected] m  so our team members can review. About NetDocuments At NetDocuments, we're shaping the future of legal work. We believe legal professionals should spend less time searching for information and managing documents, and more time solving complex problems, serving clients, and delivering meaningful outcomes. That's why we're building technology that helps organizations work smarter, collaborate more effectively, and unlock the full value of their institutional knowledge. Our team is redefining what's possible for legal technology. NetDocuments is the trusted intelligent document management platform for legal professionals and the company behind the industry's first and only legal context graph—a breakthrough that gives legal professionals and AI a richer understanding of how matters, documents, people, and knowledge connect across an organization while respecting enterprise-grade security, governance, permissions, and ethical walls. Innovation is only part of our story. We believe our greatest strength is our people. We foster a collaborative, inclusive, and high-performing culture where curiosity is encouraged, diverse perspectives are valued, and employees are empowered to make a meaningful impact. Whether you're building products, serving customers, or supporting the business, your work helps shape the future of one of the world's most trusted legal technology platforms. That commitment to our employees and customers has earned us recognition as one of the nation's top workplaces, including: Four consecutive appearances on the Inc. 5000 list of America's Fastest-Growing Private Companies Five-time Top Workplace USA winner Five-time Salt Lake Tribune Top Workplace Multiple Top Workplaces Culture Excellence awards recognizing innovation, employee appreciation, work-life flexibility, and compensation & benefits If you're excited to solve meaningful challenges, work alongside talented colleagues, and help define the next generation of legal technology, we'd love to meet you. About the position 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. 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 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, and what drives attorney behavior 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 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 ma