Daniel W.

Account Manager at Inertia Legal

Role
Implementation Consultant Team Lead at Harbor
Location
Myrtle Beach, SC, US
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

About Daniel W.

TECHNICAL EXPERTISE AND CERTIFICATIONSIManage, Datto, WorldDox, NetDocuments, TimeMatters, Office 2016, Office 365, SharePoint, Workshare, Server 20••••16, Windows 7, Windows 8, Windows 10 & various smartphones (iPhone, Blackberry, Droid), Quickbooks, Adobe, Shoretel, Tabs, Kaspersky, Symantec, eCopy, TeamViewer, join.me, Polycom, SonicWall, Crestron, MCSA, MCDST, CVDX 5Certified Virtualized Datacenter Expert (CVDX 5) – March 2014MCSA, MCDST – November 2013

Experience

  1. Implementation Consultant Team Lead

    Harbor

    Oct 2024 — Present

    Encoretech (Harbor Global)| 2024–PresentLead enterprise NetDocuments implementations, serving as senior technical and client-facing consultant across design, migration, training, and go-liveArchitect NetDocuments solutions including metadata models, workspace templates, security frameworks, ethical walls, and integrationsManage complex stakeholder environments across law firms, corporate legal teams, and government organizationsDeliver admin and end-user training, driving adoption and long-term platform successAct as escalation point and mentor for consultants, improving delivery consistency and client satisfactionSupport AI initiatives (NetDocuments Legal AI / ndMAX) through client education, demos, and readiness assessmentsPartner with sales and leadership on managed services, health checks, and phased enhancement opportunities

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Daniel W. — Implementation Consultant Team Lead at Harbor in Myrtle Beach, SC, US | Unifers