Webinar

Xero’s Transformative Journey with Legal Document Automation

Watch Xero’s legal team share how they embed automation into daily practice with NDAs, feedback loops, ROI tracking, stakeholder buy-in, and continuous improvement.

‍01:40 Session overview: drivers, pitfalls, poll
‍03:20 Georgia’s role & remit
‍05:27 Maintenance cadence; feedback loops
‍07:15 Why automation at Xero; team structure
‍09:30 Stand-ups & Kanban in legal
‍12:10 Automation benefits: reduce repetition
‍13:51 Empowerment & ROI for lawyers
‍15:25 Prioritizing automation; make it an OKR
‍19:13 The “what/who” of automation
‍20:27 Use case: NDA self-serve
‍22:38 Success metrics & buy-in
‍23:43 ROI: ~250 NDAs since Dec 2022
‍24:52 Vendor selection by requirements
‍26:19 Business velocity & stakeholder balance
‍27:27 Stakeholder buy-in; pilot launch
‍29:26 Forced feedback via form field
‍31:28 Data/reporting advantages
‍33:18 Tech stack fit; storage/integrations
‍34:48 Expanding beyond first use case
‍35:47 Defining & reporting success
‍38:28 Measuring non-document processes
‍40:00 Not “set & forget”; ownership
‍42:31 Continuous improvement mindset
‍43:36 Q&A: getting sponsorship‍
50:42 Q&A: fewer trivial redlines
‍51:54 Q&A: in-platform negotiation
‍53:08 Q&A: non-NDA automation

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