Advising a portfolio of emerging and high-growth legal tech companies, Am Law 100 firms, and Fortune 50 legal departments on legal AI product counseling, innovation strategy, and enablement.
• Harvey | Senior LegalTech AI Attorney (Consultant) | June 2023 - March 2025
Retained at near full-time capacity through successive contract renewals at progressively higher rates, guiding Harvey’s growth from Series A to Series D. Collaborated with C-suite leadership on pricing strategy, competitive positioning, and partnership development, while serving as a core contributor to flagship products including Assistant, Vault, and Workflows. Provided cross-functional counsel to Research, Engineering, Product, and GTM, integrating legal expertise with advanced methodologies (RAG, NLP, RLHF) to strengthen product accuracy and reliability. Directed competitive intelligence by maintaining up-to-date battlecards and delivering actionable market insights to teams. Elevated industry visibility through award-winning submissions, conference participation, network engagement, and strategic partnerships.
• OpenAI | Legal Expert Advisor (Consultant) | 2024
Retained to provide strategic guidance on legal expertise and product alignment for upcoming OpenAI initiatives. Awarded high-performance milestones for top-tier contributions and granted early preview access to ChatGPT-4o and ChatGPT Plus.

Directed strategy, operations, and technology innovation for the Law Department, overseeing budgets, resources, and cross-functional teams. Assumed key responsibilities of the Associate General Counsel during extended absence, ensuring organizational continuity and stability.
• Secured $11M in rate-case funding for new legal technology after six years of prior denials, achieving approval through compelling white papers, rebuttal testimony, and Public Service Commission presentations.
• Played a pivotal leadership role in the Law Department’s multi-year Transformation Initiative, mobilizing nearly half the department across nine strategic projects, including new Centers of Excellence, a Technology Roadmap, and a reimagined Service Delivery Model. Orchestrated process improvements and organizational redesign that earned the department national recognition as an award-winning innovator.

Provided strategic advisory services to law firms, corporations, and professional organizations, focusing on enterprise-wide initiatives, scalable processes, and legal technology innovation.
• Directed operations for Women in Financial Markets, developing business plans for the Board and committees, aligning strategy with performance metrics, and advancing female leadership in financial services.
• Led transformation programs for global financial institutions, managing enterprise-wide execution, executive-level reporting, and adoption of operational best practices.
• Served as interim Head of Legal Operations for global companies during periods of growth and transition, building teams, designing strategies, and implementing process and technology improvements.
• Advised elite boutique law firms on service delivery innovation, guiding strategic planning, technology selection, and adoption of efficiency-driven solutions.

Direct report to the Global Managing Partner while serving as de facto COO for the Capital Markets (CM) practice group, the firm’s largest (250+ attorneys), spanning debt and equity capital markets transactions and corporate governance advisory work. Oversaw global operations and core functions, driving strategic initiatives to enhance efficiency and performance. Collaborated with Regional Practice Group Chairs in the Americas, Asia, and Europe to align objectives and improve service delivery. Managed the firm’s Brazil office.

Led Finance Practice's knowledge management efforts in newly created senior strategist role to enhance thought leadership. Maintained and updated forms, precedents, and templates for practice group. Drafted client memoranda and newsletters. Cultivated deep client relationships and monitored regulatory, business, and policy changes relevant to practice, providing advice and guidance to clients. Created regulatory tracker to align with competitors. Designed and delivered practice-related training presentations and client-facing initiatives.

Developed business to provide consulting services, strategic research, and business intelligence support to clients. Sought-after resource in connection with deal management and ongoing business services for banking and corporate clients, generating most referrals from former colleagues.
Representative projects:
·Led legal and compliance consulting projects on behalf of Guidepost Solutions LLC (Summer 2011).
● Managed onsite investigations for one of largest U.S. tobacco companies.
● Member of legal team overseeing compensation claims related to BP ("Deepwater Horizon") oil spill.
·Provided investment management firm with advisory services related to 2010 IPO.
·Provided European banking client with research and advisory services related to Bernard Madoff-related investment business; also advised with restructuring of its new business venture.

Headed research and operations strategy at financial communications firm founded by Linda Gosden Robinson (Barbarians at the Gate) and Kenneth Lerer (The Huffington Post). Led cross-functional teams to create and implement various tools, programs, and procedures, including process improvement initiatives, vendor/contract management, and research reports. Created highly profitable in-house, real-time news monitoring service. Managed budgets, staff allocation, and contract procurement. Direct report to CFO.

Helped create research department ("Brain Room"). Appeared on-air to discuss pending cases and developing verdicts. Promoted to department manager for business news and legal issues, assigning projects and supervising teams. Served as special liaison for Fox News Sunday and other programs.