Discover a Higher Level of Service

CounselLink Services

Ad Hoc

Consistent

  • Decisions are made based on defined processes.
  • Technology can help automate and enforce those processes.

Example: Requiring invoices to be submitted via CounselLink ensures that all invoices are captured in the same format and are checked for compliance with guidelines.

Some examples include:

  • Onboarding and Implementation
  • Data Migration and Integration Services
  • Legal Operation Handbook
  • Change Management Support

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Data Informed

  • Decisions factor in at least one source of data.

Example: Data is used to develop a preferred list of law firms.

Some examples include:
  • Billing Guidelines and Rules Optimization
  • Work Management, Vendor Management & Financial Management Optimization
  • AFA Advisement

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Analytical

  • Decisions factor in more than one source of data and follow a logical process.

Example: External benchmarks are factored into the rate approval process. Rates are approved if within a given % increase and within a given band of benchmark rates.

Some examples include:

  • Vendor Management Program
  • Hourly Rate Savings Opportunity Analysis
  • Key Performance Indicators (KPIs) Identifcation
  • Custom Dashboard Development

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Optimized

Consistent

  • Decisions are made based on defined processes.
  • Technology can help automate and enforce those processes.

Example: Requiring invoices to be submitted via CounselLink ensures that all invoices are captured in the same format and are checked for compliance with guidelines.

Some examples include:

  • Onboarding and Implementation
  • Data Migration and Integration Services
  • Legal Operation Handbook
  • Change Management Support

Data Informed

  • Decisions factor in at least one source of data.

Example: Data is used to develop a preferred list of law firms.

Some examples include:

  • Billing Guidelines and Rules Optimization
  • Work Management, Vendor Management & Financial Management Optimization
  • AFA Advisement

Analytical

  • Decisions factor in more than one source of data and follow a logical process.

Example: External benchmarks are factored into the rate approval process. Rates are approved if within a given % increase and within a given band of benchmark rates.

Some examples include:

  • Vendor Management Program
  • Hourly Rate Savings Opportunity Analysis
  • Key Performance Indicators (KPIs) Identifcation
  • Custom Dashboard Development
“I don’t know what you do to find and cultivate these rock stars (Professional Services and Customer Care team members). I’m not a pushover, but from the first call through everyone else, all these people are so great and got us implemented successfully and quickly.”
Legal Operations Manager, Telecommunications Company

Meet the CounselLink Professional Services Team

Donna McCoy
Senior Director of CounselLink Services
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As a Senior Director of CounselLink Services at LexisNexis, Donna oversees a team of consultants, project managers, integration engineers, and onboarding support resources that optimize the customer’s CounselLink experience by ensuring that the application is aligned with current business processes and industry best practices. Donna is certified by the Project Management Institute as a Project Management Professional, and has more than 20 years’ experience in overseeing the implementation of SaaS-based products for clients of all sizes, both domestically and globally. Prior to joining LexisNexis in 2007, Donna worked as an IT Program Manager at Intel Corporation.

Kris Satkunas
Director of Strategic Consulting
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As a Director of Strategic Consulting at LexisNexis, Kris leads the team’s efforts to advise corporate legal department managers on improving operations with data-driven decisions. Kris has over 15 years of consulting experience in the legal industry. Areas of expertise include benchmarking, practice area metrics and scorecards, dashboard design, matter pricing and staffing, and cost management.

Prior to joining the CounselLink team, Kris honed her legal industry knowledge by advising and consulting with leaders in large law firms. As Director of the Redwood Analytics Think Tank, she partnered with a group of industry thought leaders to develop advances in analytics and best practices that improve law firm performance. She has authored numerous articles and speaks regularly at legal industry conferences and events.

Elena Cutri
Director of Education Services
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Elena is a lifelong learner at heart and an educator by trade. As Director of Education Services for LexisNexis, she partners with clients around the world to guide their software adoption strategy.

Elena has spoken at industry events on change management, end user adoption, and professional development. She leads a team of professional trainers who create effective and engaging learning for today’s modern learner.

Elena is an adjunct professor at a Chicago college, teaching public speaking and group communication skills. She volunteers as chair of a 3,000-parent network for a Special Education Resource Group in her community. She leads a Girl Scout troop and teaches work-readiness classes for adults with special needs. She learns the most, though, from her husband and three children. Elena holds her MA in Corporate Communications from Northern Illinois University and an MBA in Marketing Management from Loyola University.

Stephanie Beck
Professional Services Manager
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Stephanie joined LexisNexis in December of 2008 as a Reporting Specialist. She was awarded Employee of the Year in 2009 and the CounselLink Customer Focus award for 2010. In 2011, she was promoted to Business Consultant and has managed a myriad of technical projects including client integrations, complex reports, feature re-implementations and large-scale data conversions. Stephanie currently manages the CounselLink Technical Consultant group and leverages her existing experience to drive cross-functional collaborations to successful technology solutions for the Professional Services team.

Kelley Howell
Professional Services Manager
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Kelley joined LexisNexis in 2005, starting out on the account management team. She has held various roles within the organization and as a result developed a deep customer experience background and was awarded Consultant of the year in 2016. Currently, she leads the CounselLink Business Consultant team in the Professional Services Organization to drive successful implementations for our new customers and special projects for our existing customers. Prior to joining LexisNexis, Kelley spent time in the advertising and marketing fields, including working for a non-profit golf organization for kids.

Kim Humphries
Attorney Onboarding Manager
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Kim joined LexisNexis in February 1997 and over the years has held various roles within the organization, including Attorney Implementation Specialist, Credentialing Specialist, and Consultant. Today, she manages our Attorney Implementation team of Specialists on the Professional Services team. Kim is our subject matter expert in the law firm on-boarding area, working with both Private and Registry law firms. In 2021, the Paper Processing teams located in the U.S. and international locations transferred under her management. Kim has received numerous awards and accolades from her customers and internal staff that include Employee of the Month, “One Team One Dream” award, and certificates for executing and delivering on critical projects,” just to name a few. Kim’s prior career was with the San Diego County Sheriff’s Department as a 911 phone/radio dispatcher and trainer.

Dave Stalsbroten
Senior Project Manager
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As a Senior Project Manager at LexisNexis, Dave oversees all aspects of Advanced and Premier implementations for CounselLink. He is well versed in a variety of project methodologies including Agile (CSM) and Waterfall (PMP), and has six years of experience leading complex SaaS projects. In 2018 he was awarded PMO employee of the year. Prior to joining the software industry, Dave worked with a public health NGO in Nicaragua and several community development organizations in Seattle.

Madhavi Adivi
Senior Client Engagement Manager
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Madhavi Adivi has 20+ years of experience working with industry-leading implementation, customer solutions, and software development teams across multiple industry verticals. In the last 10 years with LexisNexis, Madhavi has shared her subject matter expertise and managed CounselLink implementation projects for a diverse group of large and small legal departments. In her current role, Madhavi supports clients with complex processes, business consulting, and scoping projects. She has a strong academic background with a master’s in physics and a master’s in computer science. She is also PMP-certified and a Six Sigma Green Belt. Prior to LexisNexis, she worked with Oracle, Inc. in Silicon Valley.

Michael Wells
Senior Client Engagement Manager
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Michael joined LexisNexis CounselLink in 2007. After four years as a Project Manager on the Professional Services team, he joined the sales team as a Strategic Account Manager, servicing our existing customer base. Michael is now back in Professional Services as a Senior Client Engagement Manager. With all of his experience, he has a strong understanding of customer needs from both an implementation and an end-user perspective. Prior to LexisNexis, Michael worked in technical consulting roles for companies such as MCI, AT&T, and SureWest Communications.

Tim Haines
Senior Technical Consultant
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Tim joined LexisNexis in 2002, starting with the CounselLink Development team as a Senior Systems Analyst. He worked with the development team for five years delivering upgrades to CounselLink with alternative fee and detail hourly billing solutions. Today, he’s a Senior Technical Consultant on the Professional Services team. He has a deep customer experience background in all CounselLink integrations and CounselLink features. Prior to joining LexisNexis in 2002, Tim worked as a Senior Systems Analyst at Lockheed Martin working on a variety of web-based B2B applications.

Suresh Mathrakott
Senior Technical Consultant
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Suresh joined LexisNexis in 2005, working specifically with CounselLink customers. He has implemented more than 100 companies, delivering innovative management solutions. He combines his education in management and engineering with two decades of experience in finance, accounting, and enterprise systems to assist customers in developing custom, analytics-based solutions to critical business challenges. Before LexisNexis, Suresh was a performance engineer for Cygent Inc.—a Telecom Italia software venture. He worked with several consulting companies in various process engineering capacities.

Venu Reddy
Senior Technical Consultant
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Venu joined LexisNexis in 2015 as a Technical Business Consultant in the CounselLink Professional Services team. He currently manages data integrations and conversions for CounselLink customers. Venu has over 10 years of experience in the industry with a specialized focus in data analysis, business intelligence, and analytics. Venu has a bachelor’s degree in electrical and electronics engineering and a master’s degree in computer science.

Angela Smith
Senior Business Consultant
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Angela Smith came to LexisNexis in 2015 as a Consultant and, without hesitation, moved to a full-time Business Consultant on the Professional Services team. Having built a strong foundation as an Onboarding Consultant, she is now honing her technical skills as a Technical Consultant for our CounselLink clients. Since joining, she has become a key contributor, and her organizational skills and positive spirit are unmatched. Prior to joining LexisNexis, Angela built a diverse background working with large healthcare and energy-provider companies in the technical and consulting space.

Daniel Brichacek
Technical Business Consultant
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Daniel (Dan) joined LexisNexis in 2005 as a developer of custom billing databases, dashboards, reports, and other technical tools. Today, Dan leverages his background as a Technical Business Consultant on the Professional Services team. He provides data analysis and specialized reporting services to CounselLink customers. He also works on technical integrations for new and existing customers.

Sukrut Cherian
Technical Consultant
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Sukrut Cherian joined LexisNexis as a consultant in 2007. Having worked on several products under the LexisNexis umbrella, Sukrut has been with the CounselLink consulting team since 2017. Sukrut provides CounselLink customers with technical services involving data conversions and integrations. Prior to joining LexisNexis, Sukrut worked for the New Jersey Office of Information Technology and was on the marketing team for the MTVU division for Viacom Global Entertainment Group.

Neal Buchanan
Senior Business Consultant
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Neal has been in the software field for over 25 years. For the last 11 years he has worked at LexisNexis. His first 6 years with the InterAction Professional Services team facilitating law firms with their customer relationship management initiatives. For the last five years, he has been with the CounselLink Professional Services team rolling out enterprise legal management software for corporate legal divisions both domestically and internationally. His ability to bridge people, processes, and technologies at all levels of an organization has made him a trusted advisor to many clients.

Kim Jamison
Senior Business Consultant
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Kim joined LexisNexis in 2013 as a Business Consultant. She loves a challenge and is extremely customer-focused. She was voted Employee of the Year in 2017 and continues to demonstrate her enthusiasm for CounselLink and client success daily. Kim previously worked at Intel for 15 years as a silicon planner and project manager; however, her early career began as a fluent interpreter for the deaf in American Sign Language, which she continues to do on a volunteer basis.

Micole Beachler
Business Consultant
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Miki is a valued consultant at LexisNexis CounselLink. She came with an extensive background across a diverse range of corporate experiences including the financial printing industry, medical, investment banking, and corporate law. She has worked at various levels in these areas and has utilized these careers to build her expertise in managing multiple projects and expectations. Her background includes dealing with large national and international companies, as well as developing and managing various process improvements and technical integrations for these companies. Miki ‘s experience also includes six years as a CounselLink administrator on the corporate side.

Corina Bogdan
Business Consultant
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Corina joined LexisNexis in 2007 as a Strategic Account Manager focusing on Advanced and Premier Clients, providing assistance and direction with legal department strategies and efficiency efforts. Corina has been recognized as a crucial member of the team, most recently winning the Circle of Excellence award in 2018. With her deep account management experience, she brings a unique perspective in her role as a Business Consultant. She is a huge proponent of implementing strong legal operations structures in truly transforming legal departments. Prior to joining LexisNexis, Corina worked with the real estate and mortgage industry in avoiding fraud, minimizing loan risk and establishing safe mortgage practices.

Jack Conyers, III
Implementation Business Consultant
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Jack joined LexisNexis in 2007, starting with our customer service team in Dayton, Ohio. He moved through the ranks over the years, landing as a Solutions Consultant in Raleigh, North Carolina for CounselLink. He is now a part of the Professional Services team as a Business Consultant. Jack is passionate about problem-solving and being an advocate for our clients, as well as being enthusiastic about technology and the user experience. He holds a master’s degree in human-computer interface from Wright State University, along with a green belt in Lean Six Sigma.

John Drury
Business Consultant
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John has been in the software field for over 25 years. For the last 12 years, he has worked at LexisNexis. His first 12 years with the InterAction Professional Services team, facilitating law firms with their customer relationship management initiatives. During 2019, he joined with the CounselLink Professional Services team rolling out enterprise legal management software for corporate legal divisions both domestically and internationally. His ability to bridge people, processes, and technologies at all levels of an organization has made him a trusted advisor to many clients.

Keith Bruni
Attorney Implementation Specialist
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Keith started with LexisNexis in 2009 and quickly became an integral part of the CounselLink Attorney Implementation team. In his role as Attorney Implementation Specialist, he manages law firm onboarding for CounselLink’s new client implementations, as well as supporting the existing customer base. His ability to work with both clients and law firms in his own professional and stylized way has earned him a reputation as a committed and indispensable team player.

Leigh Kirkland
Attorney Implementation Specialist
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Leigh has a unique background having worked on the law firm and client side of CounselLink. She played an integral part of the CounselLink implementation process as a client’s Corporate Administrator. Leigh joined LexisNexis in 2015 as part of the 2L CounselLink Customer Support team providing direct support for clients. In 2018 she moved to the Attorney Implementation team as an Attorney Implementation Specialist. Leigh handles law firm onboarding for CounselLink’s new client implementations and the day-to-day tickets submitted by new and existing clients.

David Hunter III
Attorney Implementation Specialist
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David joined LexisNexis in 2014 as a part of the Attorney Implementation team. David has widespread customer service and credentialing experience that extends over five years. He is an Attorney Implementation Specialist responsible for law firm onboarding, the activation of new and existing attorney profiles through credentialing and performs other duties such as weekly client reports, new firm registrations/client association, and special projects as needed. Prior to joining LexisNexis, David worked as a Medical Credentialing Coordinator for CSC. He holds a bachelor’s degree in psychology from North Carolina Central University and a master’s degree in Human Resource Management from Keller Graduate School of Management.

Tim Miller
Attorney Implementation Specialist
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Tim joined LexisNexis in 2005 as part of our Customer Support team, working his way up to Product Specialist. In 2019 he joined the Attorney Implementation team as an Attorney Implementation Specialist responsible for onboarding firms for new and existing CounselLink clients. He holds a bachelor’s degree in marketing from Wright State University.

Falicia Sanders-Jones
Lead Invoice Specialist
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Falicia joined LexisNexis in 2014 as an Invoice Specialist on the Paper Processing team. In 2019, she was promoted to Lead Invoice Specialist where her role consists of QA testing, POV (Proof of Value) invoice processing, and assisting management with oversight of invoice processing. Falicia is a subject matter expert for her co-workers, both domestically and internationally. She is most passionate about troubleshooting and solving problems.

Brittani Davis
Invoice Specialist
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Brittani joined the LexisNexis Paper Processing team in 2019. She holds a bachelor’s degree in accounting from North Carolina Wesleyan College. Brittani works hard to provide the best service possible. In her spare time, she enjoys reading and spending time with family and friends.

Nichole Ulrich
Invoice Specialist
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Nichole joined LexisNexis in 2015 as part of our CounselLink operations team before recently being transitioned to the PSO team. She is responsible for billing, editing, and uploading invoices for client review in CounselLink. She also specializes in documentation and the training and guidance of new employees as well as other special projects. Prior to joining LexisNexis, Nichole worked at an immigration law firm, assisting with the preparation of various types of business immigration petitions and immigrant visa processes. Nichole has vast experience with analyzing and troubleshooting invoices, onboarding new clients, providing direct support, and engaging in contact with clients and attorneys alike. She is passionate about providing the best customer service possible. Nichole is an avid Packers fan and in her spare time she enjoys visiting her family in WI and volunteering with her church.

Ashley Brown
Project Manager
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As a Project Manager at LexisNexis, Ashley manages CounselLink implementations as well as the Professional Services Plan Program. With 9 years of experience in implementing SaaS projects for clients across different industries, Ashley prides herself in providing a great interaction with all clients. Outside of work, she loves to give back to her local community through service.
Lisa Mattiocco
Project Manager
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Lisa joined LexisNexis in January of 2005 and has held various roles as Sales Program Analyst in Finance, Manager, Sales & Business Operations, and currently Project Manager, CounselLink Professional Services. As a Project Manager at LexisNexis, Lisa oversees CounselLink implementation projects for new and existing clients. She is passionate about continuous improvement and process excellence obtaining certifications in Six Sigma Yellow Belt, Process Analyst, and Automation Professional. During her tenure with LexisNexis, Lisa has been recognized with the peer nominated X-Factor award in 2014, Sales Operations Partner of the year in 2015, and CounselLink Sales Partnership award for excellence in Sales Operations in 2019. Before joining LexisNexis Lisa worked in Accounting for a private Consulting and Engineering firm and Interior Design.
Francine Kalogerou
Trainer and Curriculum Developer
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Francine brings 15 years of training experience in the publishing and education industries, training SaaS solutions to end users and power users.

She graduated with a bachelor’s degree in professional writing and editing and a master’s degree in English.

In her spare time, Francine is adjunct faculty at a local university. She also enjoys spending time with her husband, four dogs, and her two horses.

Felicia Snyder
End User Trainer
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Felicia comes to LexisNexis with over 10 years of global legal marketing experience from various law firms. She trained law firm personnel on how to use software and managed their ongoing questions.

Felicia is based in Pittsburgh, Pennsylvania. She enjoys culinary alchemy in her kitchen, outdoor activities, and going on adventures! Recently, she found a real passion for constructing charcuterie boards.

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