Professional Experience

Lead strategic advisory and consulting services for legal technology companies, law firms, and investors, delivering guidance on product strategy, go-to-market execution, fundraising, operations, privacy, and security

Founded AI for Smart People (TM), a consultancy committed to demystifying AI for legal use, helping teams with practical guidance and clear, actionable advice on integrating AI into the business and practice of law

Joined Lupl as a founding executive and launched its legal project and case management platform internationally. As COO, led strategic operations, established the company’s customer success strategy, and oversaw engineering, support, compliance, and financial planning. Served as both Security Officer and Data Privacy Officer (for GDPR), passing a SOC 2/I audit in the first year and establishing a 24/7 Security Operations Center. Held budget responsibility and led a global team of 50 engineers.

Founded and led Legal Tech Consultants, a boutique consultancy serving law firms, legal departments, legal tech startups, and investors, until its acquisition by Legaltech Hub in July 2024. Advised on product-market fit, go-to-market strategy, and business growth, and conducted strategic due diligence for major investments, including a $350M private equity acquisition of a B2B SaaS company.

Pioneered King & Spalding’s first legal innovation department, advancing the firm’s commitment to modernizing legal practice through technology and strategic operations. Served as a strategic advisor to C-level leadership and practice groups, led the technical PMO overseeing a $45M+ portfolio, and established governance processes that delivered the firm’s first 0% variance on IT projects. Re-launched the firm’s legal tech training program using just-in-time and adult learning methodologies.

Launched the Opus 2 case management platform for US Enterprises with responsibility for all aspects of the client relationship, including: business development, marketing, sales, renewals, customer success, and support. Launched and scaled the company’s first Customer Success function, supporting adoption of its litigation-focused, collaborative case management solution. Delivered strategies that drove 330% growth in active users and a 220% increase in annual contract value.

Established the firm’s first team centered on delivering technology solutions to enhance the efficiency and effectiveness of litigation teams, including creation of new revenue stream of over $1,000,000 by monetizing support on remote trial sites, and business process redesign.

Established new trial consulting team within the Litigation Support function, which leveraged experience in legal, sociology, and communication to create compelling narratives that resonated with judges and juries.

Rosenberg Consulting Services is a boutique litigation consulting practice that provides visual strategic consulting services to law firms at trial. They help communicate complex information in an easy to understand format and translate them into building blocks for fact finders.