The Document Excellence Group is managed by a committee of volunteers.
Andrea Bowyer – Norton Rose Fulbright
Annette Brown – Milbank
Maria Clancy – BigHand
Angela Crossland – Kutana+BrochetCommittee Chair
Martin Dentith – Simmons & Simmons
Joanne Humber – Humber AssociatesMembership Secretary
Sherry Kappel – Litera
Tracy Kraft – Kraft Kennedy
Richard MacDougall – Cleary Gottlieb Steen & Hamilton
Julie McCarthy – BigHandTreasurer
Heather Morrow – Loeb & Loeb
Sheila Quansah-Solomon – Allen & Overy LLP
Kim Walton – Dentons & Pinnacle
With strong expertise across enterprise applications, Andrea has particular knowledge within the document management, production and productivity space. Following 12 years at regional law firm Ward Hadaway, where she implemented Standard Styles and most recently acted as applications lead on the Windows 10 / Office 2016 desktop refresh project, Andrea is now an Applications Analyst at Norton Rose Fulbright LLP, where she intends to maintain her focus on product optimisation and user experience improvements.
In her spare time Andrea enjoys the theatre, is an avid bookworm and a fan of The West Wing, sci-fi and TED Talks. She has an unnatural love of the number 1013 and is an occasional collector of law firm pens. She is interested in psychology and neuroscience, along with politics and can be found running a Polling Station during elections.
Committee member since January 2013
As Head of IT for Milbank in Europe, Annette is responsible and accountable for the smooth running of the Firm’s information technology systems in the London, Frankfurt and Munich offices. Annette manages the IT team who are responsible for delivering day to day IT/helpdesk support, IT Training, System Management and IT Infrastructure & Projects. Recent IT projects Annette has worked on have included the migration to Office 365 online and the office move to 100 Liverpool Street.
Committee member since January 2015
Maria Clancy is the UK & EMEA Document Solutions Manager at BigHand. She has over 30 years’ experience working in law firms, in a range of roles including training, compliance and business development. Her career spans both niche top-ranked Legal 500 firms and large corporate practices. As a self-employed consultant she has helped law practices to attain the Investors in People, Legal Aid Franchise and Lexcel accreditations.
In her current role, she assists professional services customers to meet their document production objective, supporting their journey to successful adoption of their chosen solutions and ongoing efficiency improvement. Maria is also a member of the Professional Services Marketing Group.
Committee member since February 2020
Angela has been involved in the world of legal IT since 2001, when she joined Allen & Overy. She has worked with both law firms and software providers during this time, and is now a Product and Client Services Specialist for the Kutana+Brochet team.
She has a passion for empowering users through education, as well as providing solutions that are effective and intuitive to use. Combine this with a love of problem solving, and a keen attention to detail, and you can see why she’s found the legal document lifecycle has plenty to keep her interested.
Committee member since November 2013
Martin has worked in the legal IT sector for over 15 years, working with a variety of UK Legal 500 law firms. Currently with Simmons & Simmons LLP he is the defacto go-to person for all things document related within the Simmons & Simmons family. He has a passion for delivering intuitive and innovative solutions to streamline the document creation and maintenance process and also works closely with the M&BD department to deliver legal documents that are more engaging to the client, alongside delivering a strong brand experience.
Committee member since September 2022
For more than 25 years Joanne Humber delivered IT training programmes to law firms and corporate legal departments across the world – initially through her own company and for 8 years as Director of Training for Phoenix Business Solutions. Since leaving Phoenix she has worked as an independent technology skills consultant. She also actively promotes the Legal Technology Core Competency Certification Coalition (LTC4). LTC4 was founded 11 years ago by training and IT professionals in the US and UK to address the skills gaps which exist within the global legal industry. Joanne’s experience of working with law firms of all sizes clearly demonstrated the need to improve technology skills in a way which is relevant to the way they work. LTC4 Core Competency Learning Plans are workflow based and are now recognised as providing an industry standard for both lawyers and support staff.
Committee member 2014 – 2020, returned in October 2021
Sherry has more than 30 years’ experience in the design, implementation and change management surrounding content-authoring technologies. She has written and spoken widely to address the needs, goals and strategies of document-intensive businesses, and is an expert in Microsoft Office applications. She was recognized by ILTA as Innovative Consultant of the Year in 2014, and as Vendor Thought Leader in 2017. Sherry is a member of the Evangelists team at Litera.
Committee member since October 2019
Tracy Kraft is the Marketing Director of Kraft Kennedy, a technology consulting firm that specializes in legal IT. Tracy plans and oversees the implementation of the firm’s marketing and branding strategies. She is an expert in experiential marketing and manages the firm’s digital strategy along with its partner relations. Tracy has held this post for five years, where she has been able to contribute unique insight gained from serving in a variety of roles across the organization for over 15 years. She is an active participant in the International Refugee Assistance Program, the Hunts Point Alliance for Children, and the Wolf Conservation Center.
US, New York Chapter
Committee member since October 2019
I am a passionate legal technology strategist with extensive experience supporting global law firms. I approach technology challenges in the evolving legal tech landscape with open-mindedness, flexibility, and a willingness to learn. With 30+ years of experience within law firms and another five years working for legal technology vendors, I implement, guide, and teach innovation that is critical for firms and their user communities to grow and adapt to change.
The views expressed during DEG activities are my own and do not reflect the views of my employer.
Committee member since July 2022
Julie McCarthy is a Product Specialist in Business & Document Productivity at BigHand, building interactive templates in the legal sector. She previously worked for Advanced/Tikit and specialised in template design and training. She has over 20 years’ experience working in a variety of sectors ranging from legal, wealth management and media. Julie is passionate about creating an interactive and enjoyable environment that supports learning.
Committee member since December 2016
Heather started as a Word Processor over 27 years ago on Word 6. In VBA, she wrote a script called HACMAC that was used to clean up scanned/converted documents. It worked so well, Sherry Kappel had a hard time selling that law firm on DocXtools. Heather joined Loeb & Loeb LLP 23 years ago, as a trainer, and has worked her way up into a firm leadership role as the Director, Project Management and Trainer. She believes in the importance of maintaining a healthy document through the application of proper styles, number and other proper formatting.
Committee member since June 2021
Sheila Quansah-Solomon is the Productivity Applications Manager at Allen & Overy LLP. She has over 40 years’ experience working in law firms, starting her career as a Personal Assistant and later as an IT Software Training Consultant. Over the last 32 years working for Allen & Overy LLP she has held various positions, starting as a Word-processing Operator she progressed to a Systems Analyst, IT Trainer for the Document Production department, IT Helpdesk Support Analyst, Documents Service Line Leader, Document Expert Analyst, Document Application Support Team Leader, Document Technology Specialist and in the last 3 years as a Productivity Applications Manager.
She is a founding member of the UK Document Excellence Group (UKDEG) and has chaired and presented at various Word Excellence Day and UKDEG events. Before joining Allen & Overy in 1990 she worked in numerous blue chip firms as IT Training Consultant developing and delivering high-end bespoke technical training on software applications.
In her current role, she assumes a global product service responsibility for core document production applications, assisting with technical thought leadership, offering deep subject-matter expertise and 4th-line support for complex problems. She engages with application Vendors, key business users and IT representatives to ensure that document production strategies are aligned with the Firm’s business and IT strategic objectives including developing the future strategy for the firm’s core document applications.
She has in-depth knowledge of document production applications and systems including MS Office especially Word, document comparison and metadata stripping applications, document automation systems. She also has good knowledge of document management systems and is familiar with best practice technology and document production procedures and policies.
Committee member since October 2004
With too many years working with law firms’ documents than she would like to admit to, Clare is passionate about making Microsoft Office work for you and a specialist in legal document production.
Committee member since February 2014
Kim has worked in and with law firms for over 30 years. She has been a supporter of the DEG since its inception and has been on the Organising Committee since 2006. Kim has attended most of the Document Excellence Days (formerly known as Word Excellence Days), presenting at several including running some fun Vendor challenge sessions. Kim is a strong advocate for the use of the DEG standard style initiative, having implemented this in her firm in 2013.
Kim is passionate about finding ways to improve the document production process and working with Vendors to improve their products. She has many years experience in template development and implementing house styles, fixing document issues, working with document automation products and many other tools that are used in the full document production lifecycle process.
Committee member since 2006