Quality-focused Principal Consultant successful at defining and managing customer expectations and delivering exceptional results built on extensive industry knowledge
Project and portfolio management
Process reengineering and change management design and implementation
Industry expert in Information Governance strategy and execution
Thought Leader and lead practitioner in law firm risk and compliance operations
Information Governance (“IG”) and Records and Information and Knowledge Management counseling across all verticals, with a focus on “big data” analytics to create an enterprise IG framework, retention and defensible disposition schema.
New business intake, conflicts and compliance counseling to legal and financial services verticals.
Knowledge auditing, systems and process design for knowledge feeder systems and intranet design and optimization.
Areas of expertise and service include:
For a 1750 attorney, 35 office, international law firm, developed and implemented full service conflict of interest analysis program and reengineered new business intake processes and procedures; subsequently established a global information management program to support unified information management and governance:
Established Information Governance Steering Committee to act as oversight and business decision-making body for information related operations and initiatives.
Created processes for managing information flow of lateral partners and groups
Centralized and streamlined coordination of risk and information management constraints of outside counsel guidelines
Initiated process for diagnosing and addressing quality of information issues, from de-duplication to client proliferation, using commercially available technology and process redesign.
Standardized operational processes for indexing, storing and retrieving information across multiple electronic and physical repositories
Stabilized and reduced offsite storage expenditure through process reengineering
Piloted electronic records methodology for litigation, intellectual property and real estate practices in main offices using stakeholder working groups and cross departmental planning and implementation
Managed document and information transfer processes for several office moves, reducing movable footprint and corresponding costs
Created firm wide policies and procedures for significant information processes, including ethical wall administration, legal holds, file transfers and lateral partner intake.
Developed in person and online training programs for global records and information management staff and legal assistants.
Integrated with Litigation Support group to manage flow of client (non-work product) material.
Managed budget approval and business planning process for new department.
Hired and trained team of analysts to provide distillate of conflict and business information to decision makers for efficient resolution.
Developed protocol for evaluating level of risk in NBI Conflicts process
Redesigned workflow input and process to capture better information more consistently to the conflict and new business knowledgebase
Created conflict analyst profile and coordinated the hiring of staff of full service conflict analysts
Improved lateral hire intake process by introducing tiered approach to evaluating incoming clients.
Created a central data source for clearing potential conflicts for significant, high risk and high value clients.
Developed and implemented training program for partners and assistants in generating new business submissions and managing conflict information.
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