Legal Innovation Partner

NetDocuments•Lehi, UT

16h•$190,000 - $210,000•Hybrid

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.

Requirements

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 management systems, and the broader LegalTech ecosystem
Ability to travel up to 25% to client sites and industry events

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