Experience

WealthCounsel, LLC
• United States
• Legal Services
• 1 - 100 Employee
• VP, Strategic Projects

  • Mar 2023 - Present


LEAP Legal Software Global

• Australia
• Software Development
• 1 - 100 Employee

• Chief Productivity Solutions Officer

  • Feb 2023 - Mar 2023

  Having been part of the legal industry for more than 25 years and visited more than 1,000 firms over that time, I’m very excited about my new role as Chief Productivity Solutions Officer at LEAP Legal Software. In my time at LEAP, I have been lucky enough to be able to meet with firms and not only learn how they use our software, but I have also witnessed firsthand how using LEAP has allowed them and their staff to become more productive. I am delighted to be able to take these learnings into my new role and share this information across the globe to ensure all our clients are embracing the benefits our productivity solution will afford them. Whether it is increasing billings through matter activity recording or reducing the laborious administrative duties that are involved with managing conveyancing matters, it’s important that law firms can do more work in the same amount of time, generate more revenue and be more profitable. I look forward to the opportunity to work with, and learn, from all our LEAP clients across the globe! Show less



LEAP Legal Software APAC

• Australia
• Software Development
• 100 - 200 Employee

• Acting Chief Executive Officer - LEAP APAC

  • Aug 2022 - Feb 2023

• Director of Renewals

  • Jul 2019 - Aug 2022

• LEAP AU Content - General Manager

  • Feb 2017 - Jul 2019

  This role aligns with my true passion of ensuring law firms have access to the best automated legal forms and precedents in Australia!Our LEAP Content Team are a highly dedicated and experienced group of experts who ensure that more than 6,000 automated legal forms across Australia are constantly improved and updated for our clients.I also have executive responsibility for ensuring our clients are benefitting from LEAP’s integration with By Lawyers Guides and Precedents. There are over 6,000 precedents available with By Lawyers, which are now used by over 4,000 firms daily! Show less

• New Business Sales - General Manager

  • Jan 2015 - Jan 2017

  Managing a team of highly motivated Product Consultants requires a strategic understanding of the challenges facing lawyers, as well as an in-depth understanding of changes and trends in Australian legal practice. This is invaluable when meeting with small law firms to identify how they can benefit from effective practice management software. Another vital part of the role is systems and process implementation. I make it a priority to deliver an unparalleled experience when firms join LEAP, so they gain maximum value from day one. Show less

• Client Relationship Manager - QLD and Northern NSW

  • Jan 2011 - Dec 2014

  In this role, I managed a portfolio of clients and their commercial arrangements with LEAP. This involved daily client visits. I assisted these clients in keeping them informed about new features and products, including LEAP.I enjoyed regular client visits to educate firms about how to maximise the capabilities LEAP Office and LEAP.

• Channels Manager

  • Apr 2010 - Dec 2010

  Relationship management was core to this role. I provided guidance to LEAP’s Australian franchisee and its international reselling partner, and was also responsible for consolidating relationships with various Australian law societies. A significant part of this was establishing sponsorship opportunities at law conferences in Victoria, Canberra and Queensland.

• National Manager - Account Management Team

  • Jul 2009 - Apr 2010

  Motivating and developing a team of account managers was core to success in this role. The team visited clients, informed them about new features and products, and provided assistance with their commercial arrangements with LEAP. To assist clients, I established and conducted weekly online training webinars for LEAP Office. Each webinar informed clients about how to maximise LEAP’s capabilities for their firm.

• State Manager - Queensland

  • Jan 2005 - Jun 2009

  This role gave me the opportunity to assume responsibility for revenue targets, people management, systems implementation and project management. Key skills gained or refined in the role include: • Knowledge of legislative changes required when updating forms and QLD conveyancing precedents. • Keen commercial sense and an understanding of LEAP’s external environment were required to set and implement annual budgets for all Queensland operations. • Ability to motivate others helped me manage a dynamic sales team, and train LEAP consultants. • Improved LEAP’s workflow efficiency by implementing systems for: LEAP’s legal search product, a state-based client help desk, and a product demonstration environment. • Efficient project management skills enabled me to coordinate multiple office relocations and fitouts. Show less

• Sales & Marketing Manager

  • Jul 2004 - Jan 2005

  As Sales & Marketing Manager, I was responsible for the implementation and review of sales and marketing activities for LEAP Documents and LEAP Accounting. While in the role, I: • Trained members of the sales team to close transactions and to perform demonstrations of LEAP Documents and LEAP Accounting.• Developed and managed marketing activities including: websites, printed media, state-based multimedia demonstrations, and sponsorship of Continuing Legal Education events.

• Business Development Manager

  • Jul 2003 - Jul 2004

  During this role, I met with small law firms daily and to assist their practices by implementing effective practice management software. It is motivating to see our clients become more efficient!

• Implementation Consultant - LEAP Documents

  • Apr 2002 - Jul 2003

  As a Documents Consultant, I was responsible for installing software, training clients, and providing Help Desk support post-installation. The experience equipped me with thorough product knowledge and proficient customer service skills.



Mallesons Stephen Jaques

• Australia
• Legal Services
• 1 - 100 Employee

• Legal Secretary

  • Nov 1997 - Mar 2002

  I provided secretarial support to a diverse range of teams including: the Structured Titles and Commercial Leasing teams in the Property Department; and the Banking and Finance teams in Corporate. Proficient time management and word processing skills were essential to success in this role. I provided secretarial support to a diverse range of teams including: the Structured Titles and Commercial Leasing teams in the Property Department; and the Banking and Finance teams in Corporate. Proficient time management and word processing skills were essential to success in this role.