Improving the value of legal services is my focus. Working with large and smaller firms, practice groups, clients, in-house legal operations professionals and lawyers, as well as non-traditional legal service providers, I draw on my 20+ years of practicing law and as an experienced consultant seeking to increase the effectiveness of the legal industry, drive outstanding economic results and enhance the client experience.
The results of my work are measurable as I seek to improve law firm profitability, manage legal spend to achieve corporate goals, and enhance client service delivery. Areas of expertise include legal project management, managing change, process improvement, data analytics, knowledge management, and sourcing. I have helped lawyers apply these disciplines to substantive law practice areas such as: commercial, toxic tort and IP litigation; mergers and acquisitions; corporate governance; industry regulation; trusts and estates; real estate leasing and sales; and environmental and energy law; as well work that spans specialties such as due diligence, e-discovery, contracting, and compliance operations.
As an active participant in legal industry standard-setting and peer organizations such as the ACC, CLOC and the ABA, my goal is to bridge the chasm that often exists between clients and their external counsel about ways in which to optimize the value of legal services. I am currently involved in producing a 5-part webinar series on the CLOC Legal Project Management Framework to promote the work we did in 2017-2018 for this CLOC initiative.
By creating and sharing extensive resource materials, and speaking at industry and continuing education programs, I provide practical guidance on how lawyers and those supporting them can excel. I am the co-author of several books, Implementing Legal Project Management: The Legal Professional’s Guide to Success, and two guidebooks on creating good data to provide the foundation for pricing, process improvement, profitability and project management, Legal Value Track, UTBMS Codes for Merger and Acquisition Transactions. I am a contributor to numerous books on law practice management including Innovations in Legal Project Management. As a Fellow of the College of Law Practice Management, I seek to inspire excellence and innovation in law practice management.
Prior to joining Edge International, I led QLex Consulting Inc., was a partner in the legal management consulting practices at PricewaterhouseCoopers LLP and Blaqwell Inc., and practiced law in New York City. I am a graduate of Columbia Business School, and Cornell Law School, where I was managing editor of the Cornell Law Review. I am a Phi Beta Kappa graduate of Stony Brook University (NY). As a transplant from Manhattan, I live the rural life in Kinderhook, NY, a historical agricultural community, in my free time.