Systems Manager, Project Manager, and Corporate Trainer


FEB 2010 – JUN 2013 | Houston, TX

Served as the lead knowledge resource, process educator, project manager, business systems administrator, and technology trainer covering various law practice management software and enterprise productivity solutions. Represented the firm during speaking engagements at national conferences. Supervised and mentored up to eight support specialists.

  • Helped generate $100,000s in additional revenue for the firm by engineering a sophisticated, customizable Division of Interest Reporting System (“The Dashboard”).
  • Eliminated 1,000s of excessive administrative hours over the years. Shortened product delivery timeline, reduced errors, and terminated redundancies.
  • Saved $144,000 in subscription costs. Liaised with stakeholders, subject matter experts and vendors during contract negotiations. Coordinated project timelines and budget considerations.
  • Championed projects to transition legacy tools to the new, integrated enterprise systems. Spearheaded endeavor to migrate close to 500,000 matter files to the new document management system.
  • Pioneered blended learning initiative to educate attorneys, administrators, and new hires. Promoted and implemented cross-functional training programs. Developed various course modules, and conducted firm-wide training on location and via the web.
  • Led and managed up to 8 direct reports, a team of Business Applications, Client Intake, and Document Services specialists. Cross-trained firm-wide support staff including the finance and accounting teams, paralegals, administrative and legal assistants.
TOOLS: Acrobat Pro, Drillinginfo, GoToMeeting, HotDocs, InterCall, LawBase, LexisNexis (Juris Suite, Lexis Advance, Marketplace, PowerInvoice, Time Matters), MS Office, (Access, Excel, OneNote, Outlook, PowerPoint, Word), Net Deed Plotter, Nuance PDF, QuickBooks, TeamViewer, WebEx, Worldox DMS

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