Personal Details

Professional Profile

  • After 13 years in solo and small firm legal practice, I'm now focusing my efforts technology consulting, document automation and web development, and professional practice and small business optimization.

    I've worked with some of the worlds largest law firms to implement their conversion to NetDocuments, the premier cloud-based document management system. Moving millions of sensitive and mission-critical documents across platforms has required in-depth customer data and needs analysis, project management, attention to detail, and the ability to interact with and train C-level personnel, attorneys and staff.

    I have successfully achieved dramatic reductions in client acquisition costs and client service management costs through leveraged technology and improved work flow processes. My background in general and legal research, writing, marketing, communications, project management and information technology technical skills are an asset to any organization.

    The skills I developed managing a dynamic, deadline-driven consumer law practice with dozens of open cases at any time and as a research project manager for a technology development company will allow me to help you move your project, company or firm forward on-time and under-budget.

Work Experience

  • Five Years (2012 - Present)

    Senior Professional Services Consultant

    NetDocuments


    NetDocuments is the industry leading enterprise-grade cloud-based document management system. As a Senior Professional Services Consultant, I assist AMLAW 100 law firms and financial planning organizations plan and implement their migration from their current document management and storage system to the NetDocuments paltform. I also provide administrator and end-user training in person and in web-based sessions for individuals and small and large groups.

    • Project planning and management
    • Data analysis, manipulation, and migration
    • Document management system design, customization, and configuration
    • Communication, training, customer retention and follow up
  • Eight Years

    CEO, Lead Consultant

    Counsel Support Inc.


    Counsel Support Inc. provides virtual bankruptcy assistance and contract paralegal services to solo and small firm bankruptcy attorneys, firms and practices nationwide. Services provided include client contact and follow up, document and pleading preparation, research, and litigation support, as well as long-term case management and tracking. We also provide IT consulting services, HotDocs document automation as well as custom development of web-based practice management applications to the legal profession.

    • Pleading and Document Preparation
    • Case Management and Deadline Tracking
    • Client and Staff Communication, Training and Followup
    • Research and Litigation Support Services
    • Certified Chapter 7 and Chapter 13 Virtual Bankruptcy Assistant
  • Four Years

    President, Managing Member

    Loop Thermal Energy Systems LLC


    Loop Thermal Energy Systems is startup alternative energy company developing a prototype for the ThermalGen, a device that produces electricity using a low temperature organic rankine cycle process.

    • Overall development project management and general business management
    • Coordinate efforts between administrative, design and engineering, and legal services teams
    • Ensure compliance with applicable state and federal regulations
  • One Year

    NewVistas Research Manager

    Novatek, Inc.


    Managed a team of researchers identifying and developing technologies and concepts integral to a sustainable and scalable community model. Identified project goals and tasks and coordinated research and development projects with engineering and design teams.

    • Built successful research team from scratch by hiring and training 25 paid student interns in 60 days
    • Developed, tracked and met project milestones
    • Identified research tasks and aligned employees with appropriate skill sets
    • Made significant advancements in a multi-year project in a fast-paced, constantly changing environment
  • 13 Years

    Attorney

    Law Office of David W.M. Snow, PC (as Owner and Managing Attorney)
    Duval Hansen Witt & Morley, PC (as Associate Attorney)


    Legal practice focused on creditor and debtor bankruptcy, negotiated debt settlement, collections, small business entity formation, wills and trusts.

    • Represented prominent Utah financial institutions in bankruptcy proceedings
    • Developed a nearly paper-free legal practice environment leveraging document imaging technology and document management to increase practice efficiency and improve client service response
    • Designed and built legal services related websites and developed an internet marketing plan using SEO techniques to consistently generates results within first two Google search pages
    • Provided advice and assistance to other attorneys and firms in acquiring and implementing law office technology
    • Prominent cases include In re Olsen, successfully defending against a US Government challenge to a client's consumer bankruptcy case, saving the client over $72,000
  • 2 Years

    Power Marketing Contract Specialist

    Western Area Power Administration, US Department of Energy


    Prepared a number of agreements covering power generation and transmission between government and public and privately owned utilities.

    • Participated in a significant reallocation of federal hydropower resources to Native American Tribes and Peublos across the Southwestern United States
  • 2 Years

    HotDocs Document Automation Consultant

    APT Consultants


    HotDocs was one of the first and is still the leading document automation tool for increasing the efficiency and quality of document drafting.

    • APT Consultants worked with Brigham Young University law professors and Lexis-Nexis to develop a multi-jurisdiction limited-liability company formation system. We also worked with a number of smaller firms in automating commonly prepared legal documents.

Technical Skills

  • Project Management Moderate skillset Smartsheets, Microsoft Project
  • Data Manipulation and Storage Design High skillset NetDocuments, Document Management, Access, Excel, SQL
  • Communication and Training High skillset Written communication, webinar presentation, in-person presentation, PowerPoint
  • Front-end Design Moderate skillset Dreamweaver, Photoshop, Javascript jQuery Framework
  • Back-end Development Moderate skillset Application and Database Development using PHP/MySQL
  • Windows Administration Extensive experience Excellent platform knowledge and administrative capabilities. Also extensive hardware knowledge.
  • Linux Administration Moderate experience Moderate platform knowledge and administrative capabilities
  • Microsoft Office Suite Extensive experience Excellent knowledge of Word, Excel and PowerPoint.
  • Professional Bankruptcy and Case Management Applications Extensive experience Extensive experience in BestCase for Bankruptcy and EZ-Filing. Also extensive experience with HotDocs document automation and Amicus Attorney practice management, including custom tabs and document templates.

Education

  •  

    West Seattle High School


    Seattle, Washington

  •  

    Washington State University


    Pullman, Washington. Honors Program Scholarship recipient.

  • Bachelor's Degree

    Brigham Young University


    Provo, Utah. Political Science Major.

  • Juris Doctor

    J. Reuben Clark Law School, Brigham Young University


    Provo, Utah. General Legal Studies.

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