Broadcast Date: Wednesday, January 27, 2021
from 12:00 pm to 1:00 pm (ET)


At the onset of the COVID-19 pandemic, many organizations were forced to make the shift to virtual operations. With very short notice, companies had to adopt digital processes to meet new consumer needs and accommodate a digital workforce. This sudden change has left many businesses in a digital transformation limbo with some critical business processes converted into digital workflows while other processes remain paper-based.

Digital document generation will continue to be a staple of business as consumers prioritize convenience and speed. Now is the time to adopt document automation software that can grow with your business, save you time and money, and maximize results. The Knowledge Group has brought together document automation experts Bernhard Fiedler (of Norton Rose and Fulbright), and Gabe Caldwell and Harvasp Khatow (of Formstack) to provide an in-depth analysis of the latest document automation trends and developments. Learn how document automation can help your business avoid digital transformation limbo, adapt to future changes quickly, and cope with today’s new normal.

Key topics include:

  • Why Document Automation?
  • Recent Trends and Developments
  • What to Look for in a Document Automation Software
  • Maximizing Opportunities
  • Tips and Strategies


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

On-demand Webcast (CLE)





Course Code:



NY Category of CLE Credit:



Total Credit:

1.0 CLE

Speaker Panel:

Gabe Caldwell, Director of Partnerships

Gabe Caldwell is a Business automation expert that has over a decade of experience working with companies to streamline their processes using technology.  Gabe is the Director of Technology Partnerships at Formstack where he helps organizations “go digital” by streamlining data collection, document creation, eSignature & automating workflow to lower costs, increase efficiencies & provide frictionless digital experiences that businesses need to compete in today’s economy.

Harvasp Khatow, Solutions Engineer

Harvasp Khatow is a Toronto based Solutions Engineer with over 6 years of experience working in industry alongside top-tier organizations such as BlackBerry and Instacart.

In his current role as a Solutions Engineer with Formstack, Harvasp supports his team to identify the most effective solutions for their clientele’s needs with the Formstack Product suite.

Prior to entering the workforce, Harvasp studied Computer Information Systems at the University of Fraser Valley, BC and Computer Science at the University of Mumbai, India.

Bernhard Fiedler, Partner
Norton Rose Fulbright LLP

Dr Bernhard Fiedler, LL.M. is a banking lawyer based in Frankfurt. He has experience of debt financing transactions, real estate finance, in particular, and banking supervisory law.

He is part of the Norton Rose Fulbright Transform initiative, focusing on legal tech and innovation, and has been instrumental in building several automation tools for a number of innovative products. He frequently publishes articles on legal tech and legal innovation and is a regular speaker at conferences and events.

Bernhard studied law at the Johann Wolfgang Goethe-University in Frankfurt am Main, where he was also awarded a doctorate for his thesis on banking and insurance supervisory law. He holds an LL.M. in commercial law from the University of Cape Town, South Africa.


Gabe CaldwellDirector of Partnerships



Harvasp KhatowSolutions Engineer


  • Approaching digital transformation holistically.
  • Automating document generation workflows without code.
  • Transforming data into beautifully designed documents.
  • Adding eSignature collection to any workflow.
  • Preventing unauthorized personnel from accessing sensitive documents.

Bernhard FiedlerPartner

Norton Rose Fulbright LLP

  • Scoping for appropriate use cases
  • Dismantling complexity and deconstructing documents into constituent parts
  • Identifying overlap, repeating conditions and eliminating duplication
  • Agile automation and consolidating documents using agile sprints alongside constant testing
  • Empowering fee-earners to be domain and automation experts

Date & Time:

Wednesday, January 27, 2021

12:00 pm to 1:00 pm (ET)

Who Should Attend:


  • Chief Marketing Officers
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  • Chief Technology Officers
  • Patient Engagement Directors
  • Patient Registration Specialists
  • Database Administrators
  • Medical Records Managers
  • Purchasing Managers
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  • Chief Financial Officers


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FinTech (Insurance)

  • Chief Marketing Officers
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  • IT Managers
  • Purchasing Managers
  • Accounts Payable Managers
  • Chief Financial Officers
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Gabe CaldwellDirector of Partnerships
Harvasp KhatowSolutions Engineer
Bernhard FiedlerPartner
Norton Rose Fulbright LLP



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