Verlata Consulting

Thimble gives firms complete visibility and control over their NetDocuments repository, while Workspace Security Manager (WSM) ensures security policies are consistently applied across all workspaces. Join our next Verlata Spotlight Session, featuring Jason Mills, CEO of Verlata Consulting, and Product Manager Daniel Arnfield, as they walk through how firms are using WSM and Thimble to streamline their NetDocuments security and maintain firm-wide governance. Date: 9 December 2025 Session Times: - Australia (AEST – Brisbane): 1:00 PM - Australia (AEDT – Sydney, Melbourne): 2:00 PM - New Zealand (NZDT – Auckland, Wellington): 4:00 PM - Singapore (SGT – Singapore): 11:00 AM Register here: https://lnkd.in/gnrqa4DH

🗓️ Thinking about starting your AML/CTF project in the new year? 🗓️ If a client were to tell their lawyer “Let’s not prepare for the hearing just yet, we can deal with it closer to the date” a conversation would likely be had, noting potential risks: - Key evidence harder to find - Witnesses’ memories fade - Strategy options shrink - Costs increase - Deadlines get missed Leaving AML/CTF prep until the last minute brings similar risks. Programs, data mapping, process changes, technology selection, and staff training all take time, and AUSTRAC won’t move the deadline because you started late. Starting early isn’t just safer, it provides choice, control, and confidence. The best time to begin was yesterday. The second-best time is now, and Verlata Consulting is prepped and ready to help firms navigate their path to a defensible position before 1 July 2026. #Verlata #RiskCompliance #AMLCTF

Our recent Verlata Spotlight Sessions explored how Actionstep Builder is transforming document workflows for law firms. Across two sessions, APAC on 20 November with Andre Fisher and EMEA on 25 November with Shaun Denham, both hosted by our Product Manager Daniel Arnfield, we saw how Builder helps firms streamline document processes and maintain accuracy. Key highlights included: • Builder Auto-populates client and matter data directly from Actionstep • Using conditional logic to speed up document reviews and reduce errors • How firms can centralise and scale their document workflows efficiently If you missed the live sessions, you can catch the full replay here: https://lnkd.in/gBSfuPmi We loved the engagement and insights shared during both sessions, and if you’re curious how Actionstep Builder could simplify your firm’s document workflows, our team is ready to help.

We had an overwhelming response to last week's Actionstep Builder Spotlight Session, and we want to make sure our UK community gets the same level of value. That's why we're running a dedicated UK session tomorrow at a time that works for you. Join us on 25th November for the Spotlight Session: Actionstep Builder Showcase (UK Session), hosted by our Product Manager Daniel Arnfield and featuring Shaun Denham, Solutions Engineer at Actionstep. In 45 minutes, we'll cover: - How Builder auto-populates client and matter data directly into your documents - How conditional logic accelerates reviews and reduces manual checking - How Verlata Consulting helps firms build centralised, scalable systems Register here: https://lnkd.in/gjHVQHBR

💡 Verlata Consulting's recent Spotlight session featured Hayley Leung from NetDocuments, who walked us through how your Practice Management System will work beautifully with NetDocuments to create more value. If you missed it - fret not! NetDocuments is hosting another webinar on a topic I discuss with law firms on a daily basis: - Why not generic storage solutions? - Why NetDocuments? - What’s the difference - and why does it matter? You'll certainly find the answers to these by attending the webinar. 👉 Register here: https://lnkd.in/g5a5M5uH See you there! 🙂

Inspire 2025, join Kerri Dearing, Head of International Business at NetDocuments, along with Jason Mills, CEO at Verlata Consulting at 3:30pm on the Main Stage for a fireside chat of lessons learned throughout countless NetDocuments implementations for legal organisations of every size. See you soon!  

Excited to be heading into NetDocuments Inspire tomorrow! Verlata is proud to be a Diamond sponsor again this year, and I’m looking forward to connecting with clients, and other partners shaping the future of legal tech. If you’re attending, come say hi — always keen to share ideas and hear what challenges firms are solving in 2025. See you there!

Actionstep Builder turns reused documents into smart templates. Client details become variables, optional clauses are selectable, and data flows directly from Actionstep. It generates polished documents automatically, without the manual find-replace. With Builder, firms can: • Auto-populate matter and client data directly from Actionstep • Customise layouts with sections, hints, and conditional logic • Batch-generate, manage, and reuse document templates with ease Join our upcoming Verlata Spotlight Session featuring Actionstep Builder, hosted by our Product Manager Daniel Arnfield, to see Builder in action. 📍 APAC Session – 20 November Guest speaker: Andre Fisher, Senior Solutions Engineer at Actionstep Register here: https://lnkd.in/gBSfuPmi 📍 UK/EMEA Session – 25 November Guest speaker: Shaun Denham, Solutions Engineer at Actionstep Register here: https://lnkd.in/gjHVQHBR

🚨 Big news 🚨 We’ve officially launched our Risk & Compliance Team, created to help law firms navigate today’s fast-changing regulatory and governance landscape. Read more below.

Excited to be heading to Auckland for the NetDocuments Executive Briefing for 2025 this Thursday! Always great to catch up with clients, find out what's coming out next from the innovative team at NetDocuments and speak with thought leaders in the world of document management. If you're already going - look forward to seeing you there. And, if you're not, it's not too late to register - even if you're not a current NetDocuments user, attendees always get something out of it to take back to their lawfirm. https://lnkd.in/g8dAAZQy #NetDocuments #Verlata #DocumentManagement Jason Mills Rob Lynch DeShea Kennedy Hayley Leung Jennifer Cathcart Dan Hauck Mark Campbell