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01

Legal Operations & Technology Consulting

Legal operations work best when information, processes, and technology are designed to support each other. I help legal teams create the structure behind how work gets done: clearer workflows, better-organized information, practical operating models, and technology decisions that align with the team's actual needs and capacity. This work often includes assessing current-state operations, identifying gaps, organizing information, improving documentation, and helping teams make more intentional decisions about the systems they use.

Where this helps: Your team has grown quickly, work is spread across too many places, or technology decisions are happening reactively instead of strategically.

02

CLM & Ironclad Implementation Support

CLM implementation is not just a system launch. It is a process, data, governance, and adoption project. I provide hands-on support for Ironclad and CLM initiatives, including requirements gathering, process design, workflow configuration, metadata planning, training, launch readiness, hypercare, and post-launch optimization. My focus is helping teams build CLM workflows that reflect how contracts actually move through the organization.

Where this helps: Your team is implementing Ironclad, improving an existing CLM program, preparing for launch, or trying to get more value from a system that is already live.

03

Process Optimization & Governance

Process and governance create the structure teams rely on when work gets complex. I help teams define how work should move, who owns key decisions, what standards apply, and how processes or systems should be maintained over time. The goal is not to add bureaucracy—it is to remove ambiguity, reduce rework, and give teams a shared way of working that can hold up as priorities and systems change.

Where this helps: Work is getting done, but inconsistently; key decisions depend on institutional knowledge; or the team needs clearer ownership, documentation, and operating standards.

04

Technology Sourcing & Roadmaps

The right technology decision starts before the vendor demo. I help teams define requirements, evaluate vendors, ask better questions during the sourcing process, and build practical roadmaps that reflect priorities, workflows, data, and readiness for change. This work is about creating a plan the team can actually execute, not a technology wish list that stalls when implementation begins.

Where this helps: Your team knows technology investment is needed, but needs help deciding what to prioritize, what to evaluate, or how to sequence the roadmap.

05

AI Readiness & Knowledge Architecture

AI readiness starts with the information and processes AI will rely on. I help teams organize knowledge, clarify processes, define governance, and improve the structure of information so AI and advanced technology can be adopted with more confidence. This work is especially important when documents, data, and decision-making context are spread across shared drives or legacy systems.

Where this helps: Your organization is exploring AI, automation, legal front doors, or knowledge management improvements and needs a stronger operational foundation before scaling new tools.

Learn more

Whether you know what you're looking for or want help thinking it through, I'd be happy to chat and learn more about where I can help.

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