AI-Augmented Legal Workflows: A Map to Success

Bob Ferrante, Product Manager | eBrevia

Bob Ferrante is Product Manager at eBrevia, where he works with contract analytics, drafting, and management software. He has an extensive background in engineering, design, and usability, along with prior product leadership experience in business intelligence and media software.

• Education & Credentials

Bob’s professional background includes engineering, design, and usability, with experience spanning software product development and management.

• Recognition & Leadership

Bob previously served as Senior Director of Products at ibi, a New York City-based business intelligence software company now part of Cloud Software Group, and as VP/Product Director at Donovan Data Systems, now part of Mediaocean.

• Professional Involvement

At eBrevia, Bob collaborates with clients to create, build, and refine software capabilities designed to address their needs.

• Experience

Bob’s experience includes product management at eBrevia, product leadership at ibi, and product direction at Donovan Data Systems. His work spans engineering, design, usability, business intelligence software, and contract analytics, drafting, and management solutions.

Sophiya Volkova, Account Director | eBrevia

Sophiya Volkova is an Account Director at eBrevia with more than seven years of experience in legal technology and transformation. Before joining eBrevia, she held roles at EY, Macfarlanes, and Ashurst, working with legal teams and in-house legal departments on technology adoption and operational challenges. At EY, she worked on driving AI adoption in the Tax function. Her experience includes gathering client requirements, identifying technology needs, and contributing to discussions about product development and innovation.

• Education & Credentials

Sophiya’s professional background spans legal technology, AI adoption, and operational transformation. Her career includes experience at EY and leading law firms Ashurst and Macfarlanes, as well as work with in-house legal departments at major financial institutions.

• Recognition & Leadership

Sophiya was featured by the American Bar Association’s Young Lawyers Division, where she discussed her career transition into legal technology, the changing role of technology in legal practice, and the value of efficiency, creativity, and problem-solving in the legal profession.

• Professional Involvement

Sophiya engages with legal technology through client demonstrations, discussions about technology requirements, and collaboration with technical teams on product development. She also advocates for community building, resilience, and professional growth for women across the legal profession.

• Experience

Sophiya’s experience includes working on AI adoption in EY’s Tax function and collaborating with legal teams on technology adoption and operational change at Ashurst and Macfarlanes. At eBrevia, she works with clients to understand their challenges and requirements, demonstrates technology solutions, gathers feedback, and communicates with technical teams about product development. Her perspective includes challenges associated with underutilized technology, integration, usability, and the adoption of AI in legal work.

Rick Wood, Legal Technology Sales Executive | eBrevia

Rick Wood is a legal technology sales executive at eBrevia, an AI-powered document intelligence and contract analysis company. Based in Chicago, he leads sales initiatives and enterprise partnerships across the Midwest, helping law firms and corporate legal departments deploy AI to streamline contract workflows.

• Education & Credentials

Rick’s professional expertise includes legal technology sales, enterprise partnerships, and the practical application of artificial intelligence in legal settings. He also leads Continuing Legal Education (CLE) sessions on AI applications.

• Recognition & Leadership

Rick leads sales initiatives and enterprise partnerships across the Midwest, working with law firms and corporate legal departments on legal technology adoption.

• Professional Involvement

Rick engages with the legal community by hosting client roundtables and leading CLE sessions focused on practical applications of artificial intelligence.

• Experience

Rick’s work includes demonstrating and implementing eBrevia’s product suite, including Command and Contract Analyzer. His focus encompasses AI-powered document intelligence, contract analysis, and contract workflows extending from automated intake to signature.

SESSION 1 – Define Legal Workflows: Map the Opportunity & Stakeholders | Bob Ferrante & Rick Wood & Sophiya Volkova | 12:00pm – 12:40pm

The program opens with its three-part framework: Define, Design, Deploy. This session covers the Define stage: identifying low-risk, high-yield entry points in your current practice, learning what is actually done in a workflow, and knowing every stakeholder to talk to. It then addresses where exceptions fit into the proposal, getting the project plan down on paper, moving the budget past roadblocks, and planning measurement so it is part of the process from the start.

BREAK | 12:40pm – 12:50pm

SESSION 2 – Design Legal Workflows: Understand and implement technical capabilities | Bob Ferrante & Rick Wood & Sophiya Volkova | 12:50pm – 1:30pm

You’ve chosen a workflow that you want to automate. Here’s a roadmap on how to map the parts of your workflow to technologies — both AI based and not — that will let you make it into something you can get up and try out. The session covers the lingo for talking to engineers, selecting the right AI tools for each workflow step, and starting small and iterating until each step is solved. It identifies where people come in to involve, evaluate, and approve, then turns to assembling and testing the workflow. It closes with building in ROI and quality metrics beyond time saved, including accuracy rates, client delivery speed, and error reduction, and preparing for rollout.

BREAK | 1:30pm – 1:40pm

SESSION 3 – Deploy Legal Workflows: Take your automation to production | Bob Ferrante & Rick Wood & Sophiya Volkova | 1:40pm – 2:20pm

The final session takes the workflow to production. It addresses security concerns, working with users to test the automation and incorporate their feedback, and getting signoffs from IT and management, followed by education and rollout. It then covers keeping the roadmap open to growth, using what you learned to prepare for the next workflow, and applying principles of reuse. It closes with client conversations and billing realities: managing client expectations, transparency regarding AI usage, and the impact of AI efficiency on hourly billing models.