Monica Sandler

Director of Customer Success,

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Director of Customer Success,


Monica has worked in legal training for over 20 years and in corporate training for 16 years before that. She has been the Director of Customer Success with EstateWorks Systems since August 2019.

Ms. Sandler has been a Technology Trainer & Instructor in the legal industry since 2003, working in large and medium firms before moving to the vendor side. She has worked with practice groups on a variety of issues, including electronic data preservation, information governance - records retention requirements, document management policies (iManage & eDocs), and other applications to support the firms’ workflow.

Ms. Sandler used her expertise as a Microsoft Certified Trainer and Certified Microsoft Office Master in multiple versions of MS Office while assisting with the development of the original Legal Tech Audit. This is the assessment originally developed by Andrew Perlman, Dean at Suffolk University Law School and D. Casey Flaherty, formerly in-house counsel at Kia Motors.

 Her evangelizing efforts for the Legal Tech Audit got her invited to teach for two summers at the University of Colorado – Boulder School of Law during their Summer Entrepreneur program. In 2015, she was also invited to be a guest instructor during Professor Amy Bauer’s Transactional Drafting course (LAWS 7051-801).

Ms. Sandler works closely with the team at EstateWorks Systems to ensure that every client team receives the highest standard of customer service and that all client’s users are comfortable and confident with their use of our tools.

Prior to joining EstateWorks Systems, Ms. Sandler also taught evening and weekend Microsoft Office courses in Dallas and Collin Counties in the Dallas, TX area.

She served on ILTA's User Support Peer Group Steering Committee and has repeatedly been a speaker at ILTA's annual conferences.