Expert Details

Expert in Legal Operations, Legal Spend Management, Insurance, Claims & Litigation Management

Expert ID: 737892 Florida, USA

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Expert M. Expert has spent most of her over 25-year career working with and for insurance companies. She has personally handled hundreds of cases in the areas of general liability, automobile liability, products liability, medical malpractice liability, construction defect, insurance coverage, first-party insurance claims, class actions, bad faith claims, and commercial litigation. In addition to trying multiple cases to verdict, Expert has arbitrated over a hundred matters (both as an attorney and as an arbitrator) and mediated hundreds of matters to an efficient resolution – without the need for a costly trial.

Expert began her career in Chicago. She spent 10 years trying insurance cases both in private practice and as part of the legal department of two major insurance companies and the Chicago Transit Authority. In 2005, she moved to Arizona, where she spent the next three years handling insurance cases in private practice and as part of a major insurance company's legal department.

In 2008, Expert transitioned from the practice of law to litigation management when she became the Director of Litigation for Louisiana Citizens Property Insurance Corporation. Expert oversaw, directed, and managed all corporate & claim litigation to which the company was a party, including 7,000 individual lawsuits arising out of Hurricanes Katrina and Rita and four class actions with exposure greater than $1B. She managed outside counsel and other legal vendors. Expert created processes and standards for hiring and auditing outside counsel performance. She led a personally chosen five-person Legal Operations Department team. Expert reported to the Chief Operating Officer and Board of Directors regarding litigation strategy, resolution opportunities, legal costs, and budget compliance, outside counsel efficiency & effectiveness, and long-term strategic planning for claim and litigation management. Expert testified multiple times at both trials and contested hearings as part of her duties. Expert became an expert in bad faith law, good faith claim handling, and litigation management through this experience.

In 2011, Expert moved to the insurance world's corporate side, working as Corporate Counsel for a large, super-regional insurance carrier in Jacksonville, Florida. In this position, Expert advised Main Street General Counsel and senior executives on legal, insurance, and contractual issues, including underwriting, claims, state insurance laws, and regulations. Drafted, negotiated, and managed company contracts. She handled all corporate litigation, including outside counsel and vendor management, appearing as a company representative in legal matters, and reviewing/approving legal bills. Oversaw completion of annual Conflict of Interest process and prepared corporate governance documents for quarterly Board of Directors and Board Committee meetings.

In February 2013, Expert founded and was CEO where she offered her expertise in insurance coverage, bad faith, claim and litigation management, legal operations, and legal spend management.

In September 2014, Expert joined Elevate Services, Inc. ("Elevate"), founding, developing, and growing the company's Legal Bill Review business line as part of the Legal Operations Group. She developed all processes, procedures, standards, and training for the business line in this position. Expert's responsibilities included achieving all business line financial targets, including revenue, margin, and cost budgets. She worked with the Sales Team to prepare proposals, responses to RFPs, statements of work, and pricing for new customers. Expert implemented all new bill review customers, including designing the solution, creating project plans, change management, and project management. Expert further managed customer relationships, acted as an escalation point for all customers, and acted as a Subject Matter Expert, providing consulting services on various legal operations and legal spend management topics. Expert further designed and utilized performance metrics and data analytics to provide dynamic customer reporting and insight into cost-savings and account trends.

After some time off in the first half of 2020, Expert joined the LegalVIEW BillAnalyzer ("LBA") Sales Team with Wolters Kluwer ELM ("ELM"). LBA leverages Artificial Intelligence with advanced data analytics and expert legal bill review. In this position, Expert collaborates with ELM's Business Development Team and customer procurement teams to drive LBA sales to global corporate and insurance company law departments. For her part, Expert is the legal spend management and legal operations Subject Matter Expert who consults and advises customers regarding innovative ways to enhance their legal invoice review process and maximize their cost savings. She also manages several high-profile enterprise accounts to ensure customer satisfaction with quality and efficiency.

Education

Year Degree Subject Institution
Year: 2021 Degree: Executive MBA Subject: Business Administration Institution: Quantic School of Business & Technology
Year: 1995 Degree: Juris Doctor Subject: Law Institution: Sandra Day O'Connor College of Law at Arizona State University
Year: 1990 Degree: Bachelor of Arts Subject: Psychology Institution: University of California, Santa Barbara

Work History

Years Employer Title Department
Years: 2020 to Present Employer: Undisclosed Title: Senior Account & Relationship Executive Department: Sales
Responsibilities:
A global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors. The market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions.

Legal Operations and Spend Management Subject Matter Expert for Business Development and Operations Teams. Leverages Artificial Intelligence with advanced data analytics and expert legal bill review.

• Developed and implemented initial framework, process, and procedure for Program Management Success program for customers.
• Consults and advises customers regarding innovative ways to enhance their legal invoice review process and maximize their cost savings.
• Works with customers and internal teams to improve efficiency and quality of services.
• Participates in negotiation with customers for services.
• Worked with Business Development Team to drive $2.3M in new business in four months.
Years Employer Title Department
Years: 2014 to 2020 Employer: Elevate Services, Inc. Title: Director of Legal Operations and Business Solutions Department: Legal Business Solutions
Responsibilities:
Elevate is a law company with approximately $100m in annual revenue, providing consulting, technology, and services to law departments and law firms. The company’s multi-disciplinary team of legal professionals, business professionals, and technology professionals extend and enable customers’ resources and capabilities worldwide.

Founded, developed, and grew Legal Bill Review business line as part of Legal Business Solutions & Operations Group.

• Drove business growth from one customer to 10+ customers in technology, pharmaceutical, insurance, and financial industries, resulting in revenue of $1.5M/year.
• Oversaw an extended global team of 30+, including focusing on staff development and goal setting to motivate the team, resulting in multiple team members being promoted into leadership positions.
• Achieved a 65% margin through consistently increasing efficiency, process improvement, and innovation using automation and technology.
• Created 30+ performance metrics to measure and analyze and provide robust reporting on account and bill reviewer performance, and identify and mitigate account risks, and provide additional training.
• Developed all processes, procedures, standards, and training for the business line.
• Utilized performance metrics, data analytics, and gap analysis to provide customer insight into spend management, legal operations, and account trends.
• Supported ad hoc projects within Legal Operations and Elevate as a whole.
• Worked closely with cross-functional areas, including Finance, Marketing, Sales, Human Resources, Legal, and Company Operations.
• Ensured customer satisfaction with the completeness, quality, and timeliness of activities.
• Identified and executed critical initiatives to improve margin and increase growth of Elevate Legal Bill Review business.
• Utilized performance metrics and data analytics to provide customer insight into cost-savings and account trends.
• Maintained knowledge of the legal profession, legal operations, and legal spend management competitive landscape to assist Sales with developing new business.
Years Employer Title Department
Years: 2013 to 2016 Employer: Self Employed Title: CEO Department: N/A
Responsibilities:
Founder and CEO of company that provided legal services, consulting, and expert services in Insurance Coverage & Bad Faith, Claim & Litigation Management, and Legal Spend Management.

• Improved Claim & Litigation Management & Outside Counsel Billing Guidelines, claim and litigation process and procedure for multiple clients.
• Contractor for InvoicePrep, providing legal bill preparation, appeals of bill reductions, and relationship management for multiple law firms nationwide.
• Delivered insurance coverage, bad faith analyses, and opinions for property & casualty, general liability, health, and life insurance matters.
• Testified as an expert at trial and deposition in various insurance coverage and bad faith matters.
Years Employer Title Department
Years: 2011 to 2013 Employer: Main Street America Group Title: Corporate Counsel Department: Administration
Responsibilities:
The Main Street America Group (“Main Street America”) provides insurance to individuals, families, and small businesses in 37 states and fidelity and surety bonds in 47 states and the District of Columbia. Main Street America writes business through eight individual carriers.

Advised Main Street General Counsel and senior executives on legal, insurance, and contractual issues, including underwriting, claims, state insurance laws, and regulations.

• Reduced timing for completing the annual Conflict of Interest process by 50% by developing templates, forms, and complex mail merges for written communication with all employees.
• Designed and oversaw contract management system for all current contracts.
• Renegotiated and drafted critical complex IT contracts between Main Street America and global technology companies.
• Singularly prepared all closing documents and oversaw closing acquisitions of two companies.
• Chosen to participate in the Executive Mentor Professional Development Program within the first six months of employment with CFO acting as a mentor.
• Managed all corporate litigation, including outside counsel and vendor management, appearing as a company representative in legal matters, and reviewing/approving legal bills.
• Prepared corporate governance documents for quarterly Board of Directors and Board Committee meetings.
Years Employer Title Department
Years: 2008 to 2010 Employer: Louisiana Citizens Property Insurance Corporation Title: Director of Litigation Department:
Responsibilities:
Was recruited to direct all corporate and claim litigation including 3,000 individual lawsuits and the defense of 4 class actions with potential exposure in excess of $1B. Led four-person litigation department. She also managed outside counsel law firms across the state.
Years Employer Title Department
Years: 2006 to 2008 Employer: CNA Title: Staff Counsel Department:
Responsibilities:
Directed courtroom proceedings and represented client in arbitration conferences and alternative dispute resolution for this $8B insurance company. She oversaw $10M litigation caseload and streamlined office operations and administration to support case management, research and preparation.
Years Employer Title Department
Years: 2005 to 2006 Employer: Renaud Cook Drury & Mesaros Title: Senior Associate Department:
Responsibilities:
Worked in all aspects of litigation for this diversified law firm. She negotiated settlements and coordinated arbitration. In addition, she drafted motions and argued cases in court.
Years Employer Title Department
Years: 2003 to 2005 Employer: Progressive Title: House Counsel Department:
Responsibilities:
Was recruited to lead legal operations and caseload management. She provided guidance to clients and insurance adjusters. In addition, she represented clients in depositions and other legal proceedings. Also collaborated with Claims Management on audits and managed team of three.

Career Accomplishments

Associations / Societies
Claims and Litigation Management Alliance
Illinois State Bar Association, State Bar Association of Arizona
Licenses / Certifications
Illinois Law License (Inactive) - Admitted 1996
Arizona Law License (Inactive) - Admitted 2005
Florida Law License (Inactive) - Admitted 2011
Louisiana Law License (Inactive) - Admitted 2014
Publications and Patents Summary
Preventing Bad Faith with Active Claims Management; The importance of active claims management in avoiding bad faith.

Blog Posts; Providing regular commentary on various issues related to bad faith, insurance law, and claim and litigation management issues.

Making the Subjective Objective: One Approach to Evaluating Panel Counsel; A discussion of an objective approach to evaluating panel counsel.

Time to Get Creative – Reducing Claim Costs without Sacrificing Quality; Bright ideas will help reduce legal costs while still providing great service.

Getting Creative and Reducing Claim Costs Without Sacrificing Quality – Part II; Building blocks on which to create a new foundation to improve processes.

Multiple Posts and Articles in LinkedIn re Insurance, Legal Industry, Legal Spend Management, Legal Operation, and Leadership issues.

Additional Experience

Expert Witness Experience
16 cases to date.
Training / Seminars
Expert as offered training courses for the Claim and Litigation Management Alliance as well as spoken at seminars in the area of insurance law, insurance coverage, bad faith, and claim and litigation management put on by the Claim and Litigation Management Alliance, the National Business Institute, ACI, Worley Claims, and the Louisiana Claims Association.

Paralegal Adjunct Instructor
Northwestern Business Institute
Naperville, Illinois
Taught the following classes to aspiring paralegals:
• Introduction to Civil Procedure
• Torts
• Contracts
• Business Law

Instructor
Claims and Litigation Management Alliance
New York, New York
Aided in the drafting of training and lecture materials to be presented to claim professionals. Classes included:
• Litigation 101 – Introduction to Litigation
• Litigation 102 – Pleading and Motion Practice
• Litigation 103 – Discovery Practice

Instructor – Negotiation 2.0
Oakbrook Terrace, Illinois
Professional Speaking:
• – Louisiana Claims Organization Luncheon Series – Metairie, Louisiana – "Taking Over the Management of Litigation at Louisiana Citizens Property Insurance Corporation"
• – Worley Claims Conference, Baton Rouge, Louisiana – "Panel discussion regarding handling bad faith claims and litigation after Hurricanes Katrina, Rita, Gustav, and Ike."
• – Claims and Litigation Management Alliance Annual Conference, Ponte Vedra Beach, Florida – "Mediation Roundtable" and "Catastrophe Claim Handling Roundtable."
• – National Business Institute, Telephone Seminar – "Bad Faith Litigation in Disaster-Related Property Insurance Claims."
• – Claims and Litigation Management Alliance Annual Conference, New Orleans, Louisiana – "Changing Your Litigation Culture – Lessons from the New Orleans Saints."
• – Claims and Litigation Management Alliance Annual Bad Faith Conference, Orlando, Florida – "Appraisal: Should I Stay or Should I Go? New Considerations in the Era of Bad Faith"
• - American Conference Institute Bad Faith Litigation Conference, Philadelphia, Pennsylvania – "Insurers In-House Roundtable."

Other Media:
• – Quoted in Insurance Journal Article – "Researchers Question Privacy of Usage-Based Auto Insurance"
• – Quoted in Nerdwallet.com Finance Article – "Will Usage-Based Insurance Invade Users' Privacy?"
Marketing Experience
Expert has written articles regarding creative claim and litigation management and the evaluation of panel counsel.
Other Relevant Experience
Mediator, Arbitrator

Fields of Expertise

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