The Document Excellence Group is run by a team of volunteers.
Andrea Bowyer – Norton Rose Fulbright LLP
Angela Crossland – BigHandMembership Secretary
Annette Brown – Milbank
Clare WallerCommittee Chair
Joanne Humber – Legal Technology Skills Consultant
Julie McCarthy – Tikit Ltd
Kim Walton – Dentons & Enable
Maria Clancy – BigHand
Sheila Quansah-Solomon – Allen & Overy LLP
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
Angela has been involved in the world of legal IT for 20 years, working with both law firms and software providers during this time. She has a passion for empowering users through education, as well as by providing solutions that are intuitive to use. Combine this with a love of problem solving, and a keen attention to detail, you can see why she’s found the legal document lifecycle has plenty to keep her interested.
Committee member since November 2013
As the IT Manager 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, laptop refresh, and the office move to 100 Liverpool Street.
Committee member since January 2015
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
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 10 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.
Julie McCarthy is a Lead Consultant at Tikit with over 20 years’ experience working in a variety of sectors ranging from legal, wealth management and media. In her previous role she was a training manager for over 5 years and is proficient in promoting and delivering training solutions designed to support the business plan. Julie is passionate about creating an interactive and enjoyable environment that supports learning.
Committee member since December 2016
Kim has worked in and with law firms for over 25 years. She has been a supporter of the UKDEG 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 UKDEG 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, development document automation templates, and working with many tools that are used within the document production and negotiation process.
Committee member since 2006
Maria Clancy is the UK & EMEA Document Solutions Manager at BigHand. She has over 30 years’ experience working in law firms, in roles ranging from IT Trainer to Project Manager and Quality Services Manager. Her career spans both niche top-ranked Legal 500 firms and large Corporate practices including Hammond Suddards and Walker Morris. As a self-employed consultant she has delivered programmes assisting law practices to attain the Investors in People, Legal Aid Franchise and Lexcel Standards.
In her current role, she engages with clients to assist them in meeting their document production objectives and supports them through their journey to successful adoption of their chosen solutions and into a programme of continuing improvement.
Committee member since February 2020
Sheila Quansah-Solomon is the Document Technology Specialist at Allen & Overy LLP. She has over 37 year’s experience working in law firms, starting her career as a Personal Assistant and later as Training Consultant. Over the last 29 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 and in the last six years as a Document Technology Specialist.
She is a founding member of the UK Document Excellence Group (UKDEG) and had 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 owner 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
Sherry Kappel – Litera MicrosystemsUS Lead
Tracy Kraft – Kraft Kennedy
Heather Morrow – Loeb & Loeb
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 Document Lifecycle Evangelist team at Litera Microsystems.
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
Heather Morrow – Loeb & Loeb
Heather started as a Word Processer 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 Kapel 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