Head of Legal Frontier Tech
Director of Corporate Solutions — iManage
24+ years in technology. 18+ in legal tech. Helping corporate legal departments and law firms answer the question every GC and Managing Partner is wrestling with — not whether to adopt AI, but how to do it right.
AI tool surfacing prior opposing counsel encounters and risk signals from CourtListener's RECAP API. Exports structured due diligence grids from filed documents.
Copilot Studio agent chaining iManage Work MCP, Insight+, DocuSign, Outlook, Jira, and CourtListener — full legal workflows from a single prompt.
Semantic clause extraction, risk rating, and template matching via iManage Insight+. Bulk ingestion pipeline from open-source legal libraries for AI indexing.
Full-stack intake system with employee and admin portals — matter creation, iManage workspace provisioning from templates, and document upload via OAuth2.
Applicant tracking with AI-assisted resume screening, semantic role matching, and candidate ranking — reducing manual review time significantly.
Investment research dashboard with RSI/MACD/Bollinger scoring, FinBERT sentiment, and SEC XBRL integration — wired through a hybrid Claude AI engine.
Deep expertise across the full legal technology landscape — from document management ecosystems to enterprise-wide digital strategy. Known for identifying business needs, building stakeholder alignment at every level, and translating vision into scalable solutions.
Every engagement starts with deep customer discovery — sitting with attorneys, paralegals, and leadership to understand real pain points, not assumed ones. The best solutions are built on what people actually say.
After hearing the pain, I map what exists against what's missing — pinpointing the exact gap between today's workflow and the outcome the team needs. Tight problem definition separates a solution from a feature.
Only then do I architect and build — with legal domain fluency on one side and engineering depth on the other. Speaking to a managing partner and an API in the same day is the unlock that makes the right thing ship.