Kathy Zhu

Kathy is the co-founder and CEO of Streamline AI, a Legal Process Management platform purpose-built for in-house legal teams to handle intelligent intake, workflow automation, collaboration, data/knowledge management, and reporting. Kathy was most recently Associate General Counsel at DoorDash, where she spent 4 years building a commercial legal and legal operations function from the ground up and supported the company’s growth from 4 billion to over 70 billion in valuation. Kathy started her career as a corporate lawyer at Wilson Sonsini Goodrich & Rosati, advising 30+ startups through venture financings, M&A, and IPOs. Following that, she spent 4 years at Medallia, a customer experience management software platform, where she was promoted to Director, Commercial Legal. In her free time, Kathy is a dedicated meditator, goldendoodle mom, and SCUBA enthusiast.


Brian Chase

As General Counsel of ServiceChannel, Brian Chase oversees and manages all legal and compliance matters. By maintaining a strategic focus, he helps leadership and stakeholders align legal objectives with the company’s overall direction.

Brian excels at fostering cross-functional collaboration, bringing diverse teams together for successful decision-making.

Prior to joining ServiceChannel, Brian served as General Counsel for Foursquare and, before that, as attorney at Gunderson, Dettmer, Stough, Villeneuve, Franklin & Hachigian, LLP law firm.

Brian holds a BS from the University of Utah and a JD from the Boston University School of Law.


Ariana Goodell

Ariana is Branch’s Legal Director of Commercial. She leads the commercial legal function, providing strategic and tactical advice to our sales executives and commercial counsel while scaling and streamlining contract review processes.

This program is approved for CLE credit in the following states: New York, Pennsylvania, California, Illinois, Texas, Nevada.


This program is pending CLE credit in the following states: Georgia, Iowa, Minnesota, Missouri, North Carolina, Ohio, Tennessee, Utah, Vermont, Wyoming and Wisconsin.


This program is pending CLE and CPD credit for self-application by the attorney or for reciprocal CLE credit in the following states: Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Montana, Nebraska, New Jersey, New Hampshire, New Mexico, North Dakota, Oklahoma, Oregon, Québec, Rhode Island, South Carolina and Washington.


We do NOT provide CLE for: Virginia or Mississippi.


This program is appropriate for newly admitted attorneys and experienced attorneys.

Building an Effective Contract Playbook for In-House Legal Teams


Event Description

Contract playbooks serve as vital tools that streamline and standardize the contracting process, ensuring consistency and efficiency across an organization. They provide in-house counsel with predefined templates, clauses, and negotiation strategies, which help manage the high volume of contracts effectively and mitigate legal risks. With a well-developed contract playbook, in-house counsel can expedite the review and approval process, reducing the time spent on each contract and allowing legal teams to focus on more strategic tasks.


Join us on Tuesday, July 30 at 9am PT / 12 pm ET for the next edition of our IHC Fundamentals Series, Brian Chase, GC of ServiceChannel, Ariana Goodell, Senior Privacy Counsel at Verkada, and Kathy Zhu, CEO and GC of Streamline AI, as they share key strategies for developing and maintaining a best-in-class contracting playbook.


They’ll cover:

  • Strategic implementation of contract playbooks: When and why organizations need contract playbooks and how they help with managing high contract volumes and negotiating third-party paper terms effectively.
  • Practical rollout strategies: Learn actionable steps to tailor and deploy a playbook, including setting up effective strike zones, crafting compelling talk tracks, and fostering collaboration between legal and business teams.
  • Integrating technology for efficiency: Explore how new legal technology tools can embed playbook guidelines in automated contract reviews, ensuring streamlined processes and reduced risk.

Who Should Attend

All levels of in-house counsel, contract managers, and legal operations professionals who manage contracts and who wish to create contract playbooks for their organizations.


There is NO COST to attend this program!

This program is FREE thanks to our gracious sponsor, Streamline AI – Shine a light into the legal black box! If you can’t make it to the live program, the recording will be available for viewing via our paid CLE library, In-House Connect On-Demand!

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