- reading, learning, gaming, personal finance, stock/futures trading and technical analysis, music, drums, gardening, meditation, cooking, painting, sports fan, fitness, Python, A.I.
Hi, I’m
Geoffrey Goldberg
New York,NY
Summary
Experienced attorney and technologist with a proven track record of leading high-performing teams and driving organizational growth through strategic initiatives. A lifelong learner, continuously seeking opportunities to expand knowledge and skills. Successfully directing cross-functional projects, implementing process improvements, and achieving operational efficiencies. Strong leadership and communication skills foster collaborative environments, delivering impactful results. Natural adaptability to technological and legal roles, well-equipped to excel in dynamic work environments.
Overview
26
years of professional experience
1
Certification
Work History
Thomson Reuters
Director, Document Automation Services
06.2022 - 12.2023
Job overview
- Actively organized, directed, and managed an international team of 14 individuals comprised of 7 Document Automation Specialists, 6 Systems Engineers, and 1 Manager;
- Consistently exceeded yearly plans and forecasts for customer retention and Professional Services revenue derived from successful delivery of Document Automation, Contract Lifecycle Management and related LegalTech platform implementations;
- Utilized Salesforce reporting, Excel, and other tools to maximize efficiency and monitor utilization of all team members;
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Continued many of the responsibilities and duties of my prior manager role
Thomson Reuters
Manager, Contract Express & HighQ Service and Support
06.2017 - 06.2022
Job overview
- Actively managed team of 8 Contract Express Document Automation Specialists, HighQ Implementation Consultants, and System Engineers as we implemented, assisted, and supported customers through the successful rollout of our platforms;
- Advised on product features, enhancements, bugs, etc., relative to product roadmaps;
- Held weekly “scrum” calls with my team and other related teams;
- Presented at conferences, channel calls, podcasts, customer and industry events;
- Interfaced and liaised with sales teams in a presales support role;
- Solved the most complex automation challenges we faced during implementations;
- Periodically advised, drafted and negotiated commercial agreements and Statements of Work
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
Thomson Reuters
Document Automation Specialist
01.2017 - 06.2017
Job overview
- Designed, delivered, and managed numerous Contract Lifecycle Management and Document Automation projects for our law firm and corporate customers;
- Coached and trained customers how to use the Contract Express platform and its proprietary scripting language
- Maintained, debugged and optimized automation programs.
- Tested, automated and whitelisted software to be used in secure environments.
- Conducted hundreds of training sessions on various automation tools, increasing proficiency and overall productivity levels.
- Collaborated closely with stakeholders to understand business requirements, translating them into effective automation solutions that met organizational goals.
Thomson Reuters
Senior Counsel & Legal Automation Engineer
10.2015 - 01.2017
Job overview
- Following our acquisition, integrated the Contract Express business into Thomson Reuters operating companies while retaining many of the responsibilities for Contract Express as detailed below
- Supported sales teams in drafting customer contracts that were both fair and advantageous to the company's interests.
- Mitigated potential liabilities through proactive risk assessments in various areas of the business operation.
- Drafted and reviewed contracts and other legal documents to support business needs.
- Resolved complex technical issues in automation systems, restoring functionality and minimizing downtime.
Contract Express (acquired by Thomson Reuters)
Corporate Secretary, VP, General Counsel & Legal Automation Engineer
11.2014 - 10.2015
Job overview
- Assumed primary responsibility for, and managed, U.S legal operations of the company;
- Drafted, revised, and negotiated all U.S commercial and technology agreements including License Agreements, Master Subscription Agreements, Statements of Work, Order Forms, Non-Disclosure Agreements, Consulting Agreements, Privacy Policies, Terms of Use, and all other legal documentation related to our traditional and SaaS based software offerings;
- Managed the U.S Trademark portfolio, including appropriate filings with the USPTO;
- Drafted, revised, and negotiated outside vendor and office-related contracts;
- Counseled executives, board members, and other senior management and sales professionals with respect to the day to day operations of the business;
- Interviewed all potential U.S employees;
- Managed and drafted appropriate documentation for the onboarding and termination of U.S employees;
- Reviewed and revised marketing collateral;
- Managed outside counsel
Contract Express
Product Manager, Senior Counsel & Legal Automation Engineer
12.2011 - 11.2014
Job overview
- Designed key components of the Contract Express product line including features of its markup language, workflow and approval systems pivotal to contract lifecycle management;
- Attended weekly progress meetings with our development team;
- Trained the U.S Support team and most major customers to use Contract Express products;
- Managed major accounts;
- Designed and implemented successful Contract Express solutions on time and under budget for our top law firm and corporate clients;
- Acted as a support engineer in both pre and post-sales support roles;
- Contributed to the overall U.S marketing strategy;
- Attended and exhibited at industry conferences such as ILTA and the ACC annual conferences
Contract Express
Senior Counsel & Legal Automation Engineer
04.2011 - 12.2011
Job overview
- Negotiated and drafted complex contracts for high-profile clients, ensuring business interests were protected;
- Developed corporate policies and procedures, ensuring compliance with applicable laws and regulations.
- Developed, maintained, debugged and optimized automation programs;
- Conducted training sessions on automation tools, increasing customer proficiency and overall productivity levels;
- Collaborated closely with stakeholders to understand business requirements, translating them into effective automation solutions that met organizational goals
Kobre & Kim, LLP
Staff Attorney
03.2008 - 12.2010
Job overview
- Researched legal issues;
- Conferred and negotiated with opposing counsel;
- Drafted legal memoranda and general correspondence;
- Managed document review projects;
- Liaised with various technology vendors;
- Prepared privilege logs;
- Conducted online document review;
- Contributed to the successful defense of high-profile cases through meticulous preparation of trial materials and exhibits.
Various
Prior Career Experience
06.1998 - 03.2008
Job overview
- Additional information about earlier associate roles and law clerk positions at organizations like: Universal Music Group, United States Attorney’s Office, and Stroock & Stroock & Lavan LLP, have been omitted for brevity and are available upon request.
Geoffrey L. Goldberg, Attorney at Law
Sole Practitioner
07.2006 - 03.2008
Carlin & Rothstein
Associate
04.2005 - 07.2006
Job overview
- Company Overview: (firm dissolved 7/2006)
- Researched, drafted, and filed various applications and appeals on behalf of firm clients;
- Attended depositions, hearings, court conferences;
- Negotiated and drafted post-nuptial agreements, separation agreements, and stipulations of settlement;
- Attended real estate closings
- (firm dissolved 7/2006)
Geoffrey L. Goldberg, Attorney at Law
Sole Practitioner
01.2003 - 01.2005
Job overview
- Practice primarily focused on Entertainment, Software, and Matrimonial Law;
- Acted as outside counsel for entertainment companies;
- Represented artists, producers, A&R consultants and other participants in the music industry;
- Negotiated, drafted and reviewed various agreements, including recording agreements, producer agreements, licensing agreements, master purchase agreements, publishing and co-publishing agreements, distribution agreements, employment agreements, and consulting agreements;
- Reviewed, negotiated, and drafted agreements common to the software industry, including reseller agreements, software licensing agreements, channel partner agreements, master consulting agreements, and work orders;
- Handled matrimonial matters of varying complexity, including contested and uncontested divorces
The Law Offices of Howard B. Felcher
Associate
01.2000 - 01.2003
Job overview
- Practice primarily focused on Entertainment, Commercial Litigation, and Matrimonial Law
Universal Music Group
Legal Intern, Island Def Jam Music Group
01.1999 - 01.2000
Job overview
- Business and Legal Affairs
Stroock & Stroock & Lavan LLP
Law Clerk
01.1998 - 01.2000
Job overview
- Structured Finance and Corporate Departments
United States Attorney’s Office, Southern District of New York
Legal Intern
03.1999 - 06.1999
Job overview
- Organized Crime and Terrorism Division
Education
New York Law SchoolNew York, N.Y.
J.D.
01.2000
Pennsylvania State UniversityUniversity Park, P.A.
B.A.
01.1996
Skills
- People / Project / Team management
- Contract negotiation / Analysis
- Automation and AI
- Solution Development
- Workflow optimization
- Strategic planning
- Customer experience / success
- Technology adoption
Bar Admissions
- New York
- New Jersey
- Federal Southern District of New York
Publication & Media
Podcast: Document Automation – Workflow Strategies For Competitive Firms
https://www.legalcurrent.com/document-automation-workflow-strategies-for-competitive-firms/
Articles:
Legal IT Professionals: Document Automation 101
https://www.legalitprofessionals.com/legal-it-columns/guest-columns/7233-document-automation-101
Inside Counsel Magazine:
Legal department, meet document automation;
Eliminate the Legal Bottleneck with Document Automation;
Document automation helps you sleep better at night:
http://www.insidecounsel.com/author/geoffrey-goldberg
Speaking: talks about document automation and contract lifecycle management at ILTA, ACC, and LegalWeek
Technology Experience
- Custom scripting languages like Contract Express Markup Language
- Various databases including complex relational data modelling
- .NET technologies
- Real-time rendering engines like Unreal
- A.I., for example Claude, ChatGPT, Gemini, etc.
Interests
Certification
- OpenAI API: Building Assistants
- OpenAI ChatGPT: Creating Custom GPTs
Timeline
Director, Document Automation Services
Thomson Reuters
06.2022 - 12.2023
Manager, Contract Express & HighQ Service and Support
Thomson Reuters
06.2017 - 06.2022
Document Automation Specialist
Thomson Reuters
01.2017 - 06.2017
Senior Counsel & Legal Automation Engineer
Thomson Reuters
10.2015 - 01.2017
Corporate Secretary, VP, General Counsel & Legal Automation Engineer
Contract Express (acquired by Thomson Reuters)
11.2014 - 10.2015
Product Manager, Senior Counsel & Legal Automation Engineer
Contract Express
12.2011 - 11.2014
Senior Counsel & Legal Automation Engineer
Contract Express
04.2011 - 12.2011
Staff Attorney
Kobre & Kim, LLP
03.2008 - 12.2010
Sole Practitioner
Geoffrey L. Goldberg, Attorney at Law
07.2006 - 03.2008
Associate
Carlin & Rothstein
04.2005 - 07.2006
Sole Practitioner
Geoffrey L. Goldberg, Attorney at Law
01.2003 - 01.2005
Associate
The Law Offices of Howard B. Felcher
01.2000 - 01.2003
Legal Intern
United States Attorney’s Office, Southern District of New York
03.1999 - 06.1999
Legal Intern, Island Def Jam Music Group
Universal Music Group
01.1999 - 01.2000
Prior Career Experience
Various
06.1998 - 03.2008
Law Clerk
Stroock & Stroock & Lavan LLP
01.1998 - 01.2000
Pennsylvania State University
B.A.
- OpenAI API: Building Assistants
- OpenAI ChatGPT: Creating Custom GPTs
New York Law School
J.D.
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