I build custom compliance, document management, and workflow systems for legal departments and law firms.
Currently available for contract projects
Click here for a free consultation and discussion.
Your “Embedded Tech Person”
I’m a legal technology consultant who designs and builds practical solutions for law firms and in-house legal departments. I don’t just recommend abstract strategies; I deliver working systems.
For 20 years, I’ve served as the technical translator for legal teams.
“‘ve been the ’embedded tech person’ who translates what attorneys, departments, and legal ops teams need into systems that actually work.
I create solutions to automate processes, manage data, and ensure compliance. I am tool-agnostic, which means I select the right platform for your specific needs and budget—whether that’s a robust Salesforce build, a flexible Airtable database, or an integrated Google Workspace solution.
1. Custom App & Workflow Development
I design and build custom applications tailored to your specific processes. This isn’t about forcing you into a pre-built box. I build systems that enhance your work, not disrupt it—often delivered in 5-8 weeks.
2. Legal Operations & Matter Management
I connect your core legal functions. This includes building systems for:
- Matter management and large-scale litigation support
- Outside counsel tracking
- Invoice processing and review
- Automated reporting
The goal is to create a single source of truth and ensure data flows automatically, eliminating redundant data entry.
3. Compliance & Document Management
From building regulatory compliance trackers (like the R.E.A.D. system I built at Disney) to designing full contract lifecycle management (CLM) solutions (like at Yahoo), I understand the complexities of regulatory requirements and legal data governance.
4. Requirements & Process Mapping
The foundation of a good system. I document your current workflows, identify the gaps and bottlenecks, and then design a practical solution that your team will actually use.
20 Years of Proven Experience
Recent Projects
- UCLA Anderson: Salesforce migration integrating a payment gateway, FormAssembly workflows, and various campus systems.
- Disney: Built the “R.E.A.D.” compliance accountability database to track children’s privacy regulations (COPPA).
- Yahoo!: Designed and built a contract management and renewal tracking system for the business affairs team.
- Producers Guild: Full Membership Application suite on the Salesforce platform, handling operations, events management, and subscriptions.
Ready to Build Your Solution?
I am currently available for new contract projects. Let’s schedule a free consultation to discuss your specific needs.
Available Now
Click to here to book your FREE consultation.
Contact: theodore@legaltechnology.io
LinkedIn