Consulting

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Since 2007, I have built and led legal operations inside three Fortune 500–scale companies— driving strategy and designing infrastructure tailored to each organization's industry, culture, and General Counsel's vision.

My approach is grounded in lived experience: partnering across finance, HR, IT, and procurement; navigating complex business approval processes; and delivering under C-suite pressure to drive strategy, reduce cost, and transform legal service delivery.

I created Ops in a Box, Legal Edition - A Magical Kit to help legal professionals jump-start operations initiatives—a practical, ready-to-deploy toolkit designed to deliver immediate results.

I now offer advisory consulting and coaching services to help legal departments move from concept to execution with speed and confidence—whether launching a strategic plan, building an operations function, or refining existing tools and processes.

Engagement Options

  • Advisory Sessions (Hourly)
    Targeted, high-impact guidance on your legal operations priorities. Ideal for organizations using Ops in a Box, Legal Edition - A Magical Kit and seeking a customized orientation and roadmap.
  • Project-Based Engagements
    Hands-on support to scope, manage, and execute discrete initiatives. Multi-hour engagements include one complimentary named subscription to Ops in a Box, Legal Edition - A Magical Kit.
  • Embedded Operator Support
    Augment your team with an experienced operator who can lead initiatives, manage stakeholders, and deliver results under real-world constraints.
  • White-Label Support for Consulting Firms
    Need an experienced legal operations leader to support your client engagements? I partner with consulting firms on a white-label basis to serve as a subject matter expert, project manager, or surge resource—bringing credibility, execution discipline, and client-ready presence, including in-person support in the New York market.

Technology & GenAI Strategy

Generative AI Planning

I help legal departments accelerate their GenAI journey—from cutting through a crowded vendor landscape to designing practical pilots and scalable solutions.

Having led GenAI adoption within a large enterprise environment, I bring a pragmatic perspective on:

  • Leveraging enterprise platforms vs. legal specific-platforms and point solutions
  • Identifying gaps and opportunities in existing tools
  • Designing parallel "build and buy" strategies that evolve on pace with the market
  • Enabling adoption through structured training and experimentation (e.g., agent-builder sessions)
Tech Stack Strategy & Deployment

Beyond GenAI, I design and implement legal technology strategic plans focused on incorporation into workflows, effective deployment, and measurable ROI. My work encompassing both selecting tools and building tools in house, with a focus on 100% adoption through well designed training.

Experience includes:

  • Contract Lifecycle Management (CLM)
  • Matter Management & eBilling
  • Document & Knowledge Management
  • Legal Hold & eDiscovery
  • Intake & Workflow Automation
  • Corporate Governance Tools
  • eSignature Platforms
  • Due Diligence & Cap Table Tools
  • Project & Portfolio Management
  • Accessibility Audits

Driving Corporate Priorities

Strategic Planning

Legal becomes a true business partner when aligned with enterprise priorities. I help translate strategy into execution through a structured, repeatable approach:

  1. Assess the Current State
    Stakeholder interviews and document review to identify gaps and opportunities
  2. Align with Leadership
    Synthesize findings into actionable insights for the CLO/GC
  3. Execute with Focus
    Deliver early wins while building scalable capabilities
  4. Measure, Refine, and Scale
    Capture feedback, recalibrate, and evolve into a rolling multi-year plan

I support every stage—from stakeholder engagement and survey design to execution coaching and progress tracking.

Launching a Legal Operations Function

For departments building legal operations from the ground up, I provide a clear path to ROI:

  • Identify high-impact focus areas
  • Assess internal resource capabilities and gaps
  • Advise on hiring (in-house, contract, or ALSP)
  • Develop a 3-year roadmap aligned to business priorities

Workforce & Sourcing Strategy

With a foundation in professional training and program design, I bring a holistic view of talent and resourcing:

  • Workforce Planning
    Build data-driven staffing models aligned to demand and cost efficiency
  • Law Companies / Alternative Legal Service Providers (ALSPs)
    Navigate the provider landscape, structure RFIs/RFPs, and negotiate engagements
  • Outside Counsel Management
    Design disciplined, data-driven processes for firm selection, onboarding, and performance management

Financial Management & Cost Optimization

Matter Budgets

I design budgeting frameworks that improve predictability and decision-making by aligning legal, finance, and business stakeholders around a single source of truth.

This includes:

  • Practice-area and category-based budgeting models
  • Training for matter owners on budget management
  • Reusable templates for annual planning and forecasting
Rate Review Programs

Outside counsel rate negotiations are often influenced by anchoring and perception bias. I bring structure, data, and discipline to the process by:

  • Establishing internal and external benchmarks
  • Designing consistent and fair rate review frameworks
  • Enabling efficient, data-driven negotiations

The result: fair, transparent, and defensible pricing aligned to value.

Whether you are building from scratch or evolving a mature function, I bring the perspective of someone who has done the work—inside complex organizations, under real constraints, with measurable outcomes.

Let's discuss how to accelerate your legal operations journey.

Book a Consultation