Tag Archives: CLT

WIMS Client Spotlight: IntellyDoc (AI Contract Management/Automation for Lawyers)

Meet IntellyDoc (website/platform is going live this week): The platform designed specifically for lawyers that serves all your end-to-end contract management needs, and will soon leverage artificial intelligence (AI) technology as well. IntellyDoc easily solves every lawyer’s greatest problem – time management.

You can manage your contracts – from start to finish – without having to leave the IntellyDoc platform. IntellyDoc empowers you to leverage and take back the greatest commodity in the practice of law – your time. Which means you’ll draft contracts, automate document review and approvals (including e-signature functionality), gain critical insight with contract analytics, and close deals faster and more efficiently than ever before.

On the IntellyDoc platform, you get access to the following powerful capabilities:

Smart Contract Template Design
Automated Contract Review
Custom Workflows
Collaboration
E-Signatures
Data Analytics/Reporting and Extraction

The Real Benefits of IntellyDoc:

Less email traffic
Less legal grid-lock and pressure
Less time in the weeds
More time to practice high value, meaningful work
More efficient workflows
More metrics to inform decisions & ensure compliance.

Here’s how it works:

Create, review, negotiate, execute, and store a document without leaving the cloud-based platform.
The built-in, smart workflows automate document review and approval, enhancing speed and accuracy of your workload.
Collaborate securely within the platform to edit and track changes, manage several versions of documents, and execute documents with electronic signatures.
Gain powerful insight into your contract repository with real-time reporting and analytics.

Why it works:

Our simple set up with on-going, hands-on support means zero installation rigmarole but on-boarding training support is here, if needed.
The platform supports various file types you interact with daily on Macs or PCs including: doc, docx, and pdf.
The secure and compliant cloud-based approach delivers metrics and transparency.

The website is being finalized this week, but if you’re interested in learning more about the platform, please email [email protected] or click here to schedule your demo today.

Why You Should Get Involved With The Charlotte Chamber of Commerce

Chambers of Commerce have been the primary civic organizations that I’ve chosen to be deeply involved with for about 8 years now. First it was with the Greater Miami Chamber, and now with the Charlotte Chamber of Commerce. I started as a general member four years ago when I first moved to Charlotte. I knew it was a great place to start to help with getting acclimated to the business client, and to meet and network with local professionals. For the past year and a half, I’ve been serving on the board of the CCYP’s (Charlotte Chamber Young Professionals) as well.

Being a member of the Chamber has had a dramatic impact on my business. Every year that I’ve been involved my company has experienced a tangible financial ROI above what the dues and time commitment has been. Not only does it provide credibility and exposure, but it also fosters close relationships with centers of influence, key decision makers, and tremendous referral sources in the community that will play a significant role in the growth of my business for decades to come.

Then again, like everything, you only get out what you put in. If you assume that just filling out a membership application is enough, you’ll likely be disappointed. But, if and when you do decide to give it a shot, I will personally help get you plugged in and to learn the lay of the land. It’s my goal that when you eventually look back, you will undoubtedly know that it was worth the investment.

For full transparency, I am currently actively participating in the Chamber’s current fundraising campaign to help recruit new members and sponsors. However, even if I wasn’t I’d still be a strong advocate for recommending every Charlotte area business to become involved in some capacity.

There are so many incredible ways to get involved. Please don’t hesitate to reach out to me. I, along with members of the Chamber staff, will make sure that you get value out of it and that you’ll be glad you did.

Doing a Charlotte Deep Dive this February

While I’m fortunate that my business often takes me all over the country, every now and then it’s crucial to do a deep dive into my own HQ city, Charlotte, NC. I’ve made a lot of progress with growing my network here, but it’s still far from where I want and need it to be. And I don’t have nearly the client base that I’d like here yet either, and building it is one of my primary objectives for 2018.

Over the next couple weeks (while simultaneously continuing to run the business) I’m going to be back on the local networking grind with a vengeance. Below is the scheduled itinerary with links if you’re interested in joining me. Also, if there’s any events/organizations I’m missing please let me know!

February 7th; 6:00 pm – StartupGrindCLT

February 8th; 7:30 am – Bisnow’s 8th Annual Charlotte State of the Market (Commercial Real Estate)

February 9th; 8:30 am – Monthly BIG Ideas Exchange: Big Data (BIG – Business Innovation Growth)

February 14th; 8:00 am – PitchBreakfast

February 14th; 11:30am – Charlotte Chamber YP’s (CCYPs) Non-Profit Luncheon (Volunteer Matchmaker)

February 16th; 12:00 pm – Skookum TechTalks: Blockchain Technology: Uses Beyond Bitcoin and Cryptocurrency

February 22nd; 4:00 pm – NextGen Charlotte Business Journal – 2018 Money Management

If you’re in Charlotte, and planning to attend one of these, I hope to see you and to get to know you and your business better!