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Leads legal project management for complex matters, partnering with attorneys, clients, pricing teams, and business development to manage scope, budgets, timelines, resources, profitability, and client transparency. Builds matter plans, dashboards, playbooks, workflows, and predictive budgeting tools; drives AI and automation adoption; establishes a new LPM operating model; supports change management and training; and mentors junior team members.

Manages strategic pricing for legal services, including alternative fee arrangements, fixed fees, retainers, proposals, RFPs, negotiations, profitability analysis, and budget-to-actual reporting. Develops pricing models, benchmarks, cost models, and AI-enabled tools; analyzes matter data to generate actionable insights. Partners with attorneys, clients, Finance, and Legal Project Management, while delivering training and mentoring analysts.

Support attorneys on complex private investment fund matters including drafting and reviewing formation documents, managing investor onboarding and KYC/AML, coordinating closings and capital calls, maintaining records, assisting with SEC and state filings, researching securities and compliance issues, and liaising with clients and service providers to ensure accurate, timely execution of fund transactions and workflows.

Lead and manage the firm's research function and Research Analyst team to deliver timely, accurate legal, business, and competitive intelligence. Oversee intake, triage, quality review, tool adoption, vendor/subscription coordination, documentation, metrics/reporting, and cross‑functional partnerships to support attorneys and firm initiatives while improving processes and ensuring continuity.