Learn from the champions of workflow automation - A new webinar / podcast series by Checkbox

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Evan Wong, CEO & Co-Founder at Checkbox

Brian Hupp, Senior Advisor at Uplevel Ops

Date & Time

August 24th 11AM PST / 2PM EST

Evaluating and Selecting a Workflow Automation Provider

You’re thinking of making workflow automation your next project, but what’s the best way to prepare for, evaluate, and select the best software vendor for you?

Join us as we reveal the systematic approach that Brian Hupp has refined as his best practice over years of evaluating workflow tools as the Director of Legal Operations at Facebook, Dolby, and Electronic Arts.

He will share:

  • Insight into the readiness work that comes before workflow technology that is necessary for success
  • How to write documentation for system selection that also builds the roadmap for implementation & change management
  • Example requirements of what to look for in a workflow automation system

Evan Wong

CEO & Co-Founder of Checkbox, Forbes 30 Under 30

Evan Wong is the CEO & Co-Founder of Checkbox, a 14x award-winning no code workflow automation platform, and is a listed Forbes 30 Under 30. Evan has worked with many legal teams globally on their digital transformation projects by leveraging the power of no code automation and his expertise in developing digital solutions to solve business process problems. Through this work, he has helped redefine how lawyers conduct intake and triage, generate documents, provide advice, and facilitate workflows, with a focus on applying innovation with ruthless practicality.

Brian Hupp

Senior Strategist at UpLevel Ops (Former Director/Head of Legal Operations at Facebook, Dolby, and Electronic Arts)

Brian Hupp is a Senior Strategist & Consultant with UpLevel Ops, a boutique consulting firm specializing in providing legal operations assessments and services for in-house Legal Departments, universities and law firms.  In addition to his overall legal operations expertise, Brian specializes in workflow and contract management process readiness, design, and implementation projects for his clients, and in self-service contracting enablement.

Leveraging experience from over 25 years in the legal industry, Brian has made a career of building corporate legal operations functions from the ground up and has served as director of legal operations and Chief of Staff to the GC at Electronic Arts and Dolby Laboratories, and as the first Head of Legal Operations at Facebook.

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