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Building A Partner Alliance

Building A Partner Alliance

It's difficult to add permanent employees to your staff as you are defining your organization's roadmap. Let me be that dependable "extra set of hands" while building upon our relationship to assist you with the pending projects in your pipeline.....whether that process involves client-related pre/post sales activities or internally with your team to develop marketing materials, provide training, plan technology events, or assist with strategy/design for your team.

My professional experiences and longevity in the legal vertical market allow me to quickly and easily assist you with identifying and designing innovative business solutions addressing technology issues encountered by Corporate Legal Departments and Law Firms. My unique networking skillsets combined with a dynamic and collaborative attitude allows me to interact competently and successfully with professionals within the legal vertical market.



Let Me Be Your Team's Legal Technology Subject Matter Expert

As an experienced legal technology consultant and subject matter expert within the Legal Vertical Market, I offer unique technology consulting services to sales professionals, software companies and systems integrators in the legal technology vertical market. My expertise enables technology partners and systems integrators to receive the factor-driven advice necessary for the development and execution of strategic legal technology solutions for their clients.

Let me work with you and your team to drive success for your sales and technology teams. I can be that independent advisor or a co-contractor for your projects in the legal vertical arena. I look forward to having the opportunity of working with you and your team!

Subject Matter Expert

Legal Focused Advisory Services



Client Relationship Management:

  • Legal Vertical Market Advisory Services
  • Legal Technology Roadmap Design & Development
  • Vendor/Partner/Client Management Advocate/Liaison
  • Training & Support Services
  • Project Management/Oversight
  • Proposal Development/Analysis
  • Value Proposition Development/Presentations
  • Providing Professional Sales & Pre-Sales Support
  • Marketing & Documentation Development
  • Professional Development Programs
Subject Matter Expert


Building A Partner Alliance

Enterprise Content Management / Information Governance Solutions:

  • Designing & Implementing Legal Technology Roadmap
  • Change Management
  • Project Kick Off Programs
  • Project/Program Management
  • Business Analysis & Requirements
  • Vendor Analysis
  • Training & Support Services
  • Providing Professional Sales and Pre-Sales Support
  • Marketing & Documentation Development


Technology Evangelization:

  • Legal Technology Subject Matter Expertise
  • Technology Road Map Design & Planning
  • Event Planning & Delivery
  • Public Speaking Engagements - Legal Technology Focus
  • Program Development with Information Governance & Enterprise
  • Content Management Focus
Subject Matter Expert

Legal Technology Expertise



Leveraging Core Application Solutions To Meet the Needs of the Law Firm/Corporate Legal Department's  Requirements:

  • Microsoft Office 2016/2013/2010/2007 and Office 365
  • Microsoft Word/Excel/PowerPoint/Outlook
  • Microsoft SKYPE for Business (LYNC)
  • Windows 10/8/7
  • Microsoft Yammer
  • Microsoft OneNote
  • Microsoft OneDrive for Business
  • Adobe Acrobat Professional
  • Nuance PowerPDF Advanced/PDF Converter Enterprise
  • Secure File Transfer Product Suites
  • WordPerfect XVI & Legacy Products
Subject Matter Expert



Building A Partner Alliance

Enterprise Content Management Solutions:

  • iManage Work Product Management Suite:  WORK |SHARE | GOVERN | INSIGHT (Worksite/Filesite)
  • NetDocuments
  • MacroView
  • Microsoft Matter Center


Legal Legal-Focused Productivity Tools/
Legal Vertical Market Solutions:

  • DocXTools & Contract Companion
  • Citrix ShareFile
  • Workshare Professional
  • Law Practice Management Solutions/Programs
  • DocuSign Digital Signatures
  • DocMinder
  • TOA Solutions by Best Authority/Westlaw/LexisNexis
  • Contract Lifecycle Management Programs
  • LinkedIn for Professionals
Subject Matter Expert