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