Happily doing the dirty work so that attorneys can stay focused on more important things.

ABOUT ME

I have a diverse work background and a deep set of skills that were developed in a variety of business settings. I use those experiences and skills to help law firms bring order to chaos.

Litigation support and law firm operations is a post-corporate second career for me where my only real aspiration is to be useful.

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Resume

  • Deeply analytic and process oriented.

    Relentlessly curious to find the answer to a question or the root cause of a problem.

    Able to synthesize large amounts of documents and data into understandable and actionable information.

    Comfortable moving between strategic thinking and tactical execution.

    Happy being a role player. Plug me in wherever you need help.

  • Litigation support for small and medium sized law firms has been focused on providing discovery management and analysis in document intensive and complex cases.

    Experienced in the areas of employment law, construction defects, commercial and contract disputes and insurance defense work.

    I also do financial and operational analysis to help firms understand and improve their performance and profitability.

  • 25 years in leadership roles at Fortune 50 financial services and technology companies.

    A broad general management background with roles primarily in finance and operations both domestically and globally.

    My last corporate job was as Head of M&A Integration at Dell Financial Services where in addition to integrating more than $1B in acquisitions, I helped license and launch an international bank.

  • First non-founder hire at a venture capital backed financial technology startup which was subsequently acquired by MasterCard.

    The company developed a cloud based platform that national retailers use to provide instant credit options to their customers at the point-of-sale.

    My management responsibilities included operations, business analytics, and regulatory compliance.

    I bring this same entrepreneurial hustle to everything I do.

SPECIALTIES

eDiscovery & Document Review

Document intensive and complex litigation requires a methodical and analytic approach to managing and analyzing discovery.

  • Comfortable with large data sets - have worked cases with 2M+ pages of discovery.

  • Able to identify, and more importantly, explain key documents that support or refute the case theory.

  • Capable of managing all operational aspects of incoming and outgoing document production.

  • Experienced user of multiple eDiscovery platforms and can apply that experience to other software tools.

Analytics

Law firms have the same need for financial or operational reporting and analysis as other businesses but are rarely well situated to do it.

  • Litigation with high discovery page counts are best reviewed using the best technology available and applying a forensic approach to search, filtering, and organizing.

  • Experienced with all aspects of financial analysis including client level profitability

  • An eye for analyzing and improving back-office efficiency.

  • Have developed attorney level scorecards to track goal progress, efficiency and profitability.

Project Management

Law firms run on a never-ending series of projects of varying sizes and complexities.

  • All cases are projects - helping project manage complicated, multi-party litigation frees up attorney and paralegal time.

  • Back-office efficiency can either help, or hinder attorneys. I aim to make every process run better.

  • Deep experience with identifying, sourcing, and implementing productivity enabling software tools.