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Legal Operations Specialist | Workflow Architect | Systems & Process Automation
Transforming Legal Teams Through Structured Systems, Streamlined Workflows and Technology-Driven Efficiency
About Me
I bridge the worlds of legal expertise, operational strategy, and digital systems to help legal teams work smarter, faster, and with greater clarity.
With 18 years of experience across probate, estate administration, insurance defense, family law, and litigation environments, I specialize in building order out of complexity. I am passionate about operational efficiency, technology adoption, and designing repeatable structures that support growth.
Alongside my legal background, I’ve also built and operated two businesses — including Modern Legal Academy — and created multiple websites using WordPress and FEA Create. This entrepreneurial experience strengthened my ability to architect scalable systems, manage projects independently, and deliver polished, user-focused solutions.
Legal Operations is where all of my strengths intersect:
✔️ Workflow optimization
✔️ System design & implementation
✔️ Document governance & knowledge management
✔️ Data tracking and reporting
✔️ Legal technology workflows
✔️ Human-centered operational strategy
I bring a detail-driven, analytical mindset and a natural instinct for organizing information, processes, and people. My goal is always the same: create clarity and consistency that empowers legal teams to do their best work.
What I Do Best
Operational Workflow Design
I specialize in mapping, refining, and improving complex, multi-step legal workflows. I standardize processes, eliminate bottlenecks, and ensure every task has a clear owner, timeline, and outcome.
Legal Technology & System Support
Comfortable with matter management systems, and digital automation tools. Experienced in implementing structured digital environments using Clio, MyCase, Wealth Counsel, and Tabs3.
Document Governance & Knowledge Management
I create intuitive digital file structures, naming conventions, SOPs, and searchable knowledge bases that reduce errors and improve efficiency across legal teams.
Cross-Functional Coordination
From courts to financial institutions to internal teams — I’m highly experienced in coordinating fast-moving, detail-heavy legal processes with accuracy and accountability.
Data Organization & Reporting
I develop spreadsheets, dashboards, and performance metrics to support decision-making and operational visibility.
Featured Portfolio Projects
Probate & Estate Workflow Lifecycle Redesign
Improved the efficiency and consistency of 60+ active matters by developing structured processes, templates, and automated task sequences using Mycase.
Insurance Defense Trial Prep System
Created a standardized digital trial-prep workflow and case-tracking dashboard used across 100+ active cases.
Legal Knowledge Base & SOP Library
Designed documented procedures, naming conventions, and operational policies for firmwide use to ensure consistent onboarding and operations.
Digital System Architecture for Two Online Businesses
Built websites, ecourse, and operational automations using WordPress and FEA Create for Modern Legal Academy and a handmade jewelry business.
Why I'm Different
✔️ 18 years of hands-on legal experience gives me unmatched context for operational challenges.
✔️ Entrepreneurial mindset — I’ve built full businesses from scratch, so I understand systems deeply.
✔️ Tech-forward problem solver — I enjoy process mapping, software learning, and system improvements.
✔️ Self-starter who works independently without needing direction.
✔️ High attention to detail, especially in case management, document governance, and workflow design.
✔️ Calm under pressure — I thrive in fast-paced, multi-deadline environments.
Let's Connect
Whether you're looking to improve legal workflows, implement technology, or hire a detail-driven operations professional, I’d love to collaborate.
Contact me at [email protected]
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