Litigation Technologies
Skilled legal tech leader with detailed knowledge of industry leading tools in areas such as workflow, electronic court notices, matter management, reporting, document creation, litigation platforms, research repositories and technology cost management. Available to help assess needs, evaluate vendors and develop customized solutions for clients.
Document Technologies
Expert in industry leading technologies such as iManage, platforms to power web-based document creating and delivery and technologies configured to provide attorneys with litigation platforms to drive better care preparation and superior case execution. Available to consult with clients to implement or augment document management programs.
Project Management
Deep expertise in working with attorneys and legal professionals to understand litigation and legal client service/operational needs and then executing solutions using state of the art legal technologies and tools. Expert in I.T. management processes such as change management, asset management, source code management and application testing and quality assurance. Available to oversee individual legal technology projects or serve in a vCIO capacity to help oversee law firm technology operations.
Legal Tech Business Development
Proficient legal tech writer and speaker with over fifty published pieces covering all aspects of the legal technology and operations industry. Also possess extensive industry professional association expertise. Available to assist legal technology companies with business development content including writing use cases and cast studies, program development and web-based or in-person presentations.
Xerdict / Matter Management
Custom, no-code software which can be easily configured to deliver sophisticated matter management and litigation support technology platforms via attractive timelines and budgets. Available to implement software solutions for law firms and corporate legal departments.
Security
Seasoned law firm technology leader with experience and skills to develop comprehensive law firm security plans ensuring focus on all 18 NIST 800 53 control families. This includes perimeter and end point protection, audit considerations, process best practices, partnerships with expert security vendors, employee training, cyber insurance guidance and includes a focus emerging tools and trends in areas threat intelligence, operations centers and event monitoring. Available to help coordinate the necessarily broad aspects of a law firm security program.
CASE STUDIES

PAPERLESS LAW FIRM
Creating a paperless law firm via moving data and applications to the cloud can seem like a daunting task. Like most technology projects, tackling projects one at a time in chewable bites makes the activity achievable and allows a law firm to move forward at a pace which is financially doable.
To move forward, it’s important to note that many tactical projects and strategies exist to assist a law firm in generating a more electronic environment. This includes migrating email to the cloud, implementing a cloud based document management system, working towards a plan to store matter and administrative documents at a cloud vendor, shifting e-discovery hosting to cloud based vendors and working to implement electronic workflow platforms to support legal work processes.
Other strong models into electronically processing court notices, constructing matter management and practice management databases hosted in the cloud, and implementing modern time entry systems which are tightly aligned with financial decision support and business intelligence platforms.

CUSTOM APPLICATIONS – How They Add Value In Legal
Building custom applications for legal use cases such as complex matter management, automating litigation workflows, tracking litigation costs and maintaining litigation document and data repositories is one way for a law firm to differentiate themselves from their competition.
Custom development capabilities, like those offered by Xerdict Group or others on legal automation platforms present in the marketplace, provide an on-ramp for law firms to create a competitive advantage in the marketplace. Systems of this nature also provide tremendous value to corporate law departments striving to track and manage their caseload and internal practice.
Some examples include the construction of sophisticated, customized matter management and financial tracking systems to help clients manage litigations. Folding in calendaring and reporting capabilities is another big win for clients. Building systems to assist clients in responding to discovery requests is also a common need.
Adding common modern features such as workflow management systems, event-based email trigger and reminders, user-friendly reporting engines, easy methods of exporting and formatting data, and the development of tools to allow for the importing of litigation data for analysis all also are common elements of the service model offered by customized applications development in the legal domain.
