Progressive levels of responsibility within the company: Fractional CEO and COO advising more than 200 small law firms; COO Team Lead overseeing 5 Fractional COOs supporting 150 law firms; Senior Team Lead overseeing 15 Fractional CEOs and COOs supporting 250 law firms; and Programs Department Manager overseeing 5 Team Leads overseeing 40 Fractional CXOs serving for 350 small law firms
Generated monthly revenues of $2,000,000 with a 97% collection rate and 90% contract retention rate
Business advising and coaching to help lawyers think about themselves and their law firms like business owners
Assist small law firm owners with the creation of a viable business plan & budget that ensured the 7 Main Parts of the Business would work together to help the owner(s) meet their personal, professional, and financial goals
As Director of Special Projects, 2 significant projects: (1) Redesigned and deployed robust 8-week onboarding for new Fractional CXOs and created a brand new 2-week onboarding for non-advisors that immersed new employees into company culture, core values, brand promise and prepared them for their hands-on work with customers (setting long-term strategic goals, understanding financial reporting and key performance indicators, creating tactical business plans tied to a forward-looking revenue forecast, implementing standard operating procedures and best practices); (2) Developed (with the Founder) the footprint, Operations Manual, and sales processes for an entirely new business, creating a Franchise Company to provide CXO services
Owner
RADICAL ADMINISTRATION
10.2016 - 06.2017
Launched my own business focused on serving small businesses and helping them to systematize their operations, review their business processes, and mitigate risk within the business (in terms of legal formation, efficacy of contracts & agreements, insurance protection, human resources)
Assimilated into How To Manage A Small Law Firm
Operations Director & Administrative Counsel
LAW OFFICE OF JULIANNE M. HOLT, PUBLIC DEFENDER, 13TH JUDICIAL CIRCUIT
05.2010 - 12.2016
Key member of the Executive Leadership team responsible for workflow operations serving 60,000 new cases each year and 200-250 employees (100+ attorneys)
Led the annual strategic planning process and quarterly metrics reviews to ensure organizational strategy remained flexible to capitalize on trends and developments in the law, best practices in law firm management, business and law firm technology, leadership and employee development, and general administration
Developed, implemented, and maintained more than 1500 supportive internal policies and standard operating procedures as well as automations, business intelligence dashboards
Created and implemented robust new employee onboarding programs and weekly continuing legal education with the Training Director
Accountable for the support staff operations that ensured 100+ attorneys could deliver legal representation to all court-appointed clients, including direct oversight of non-attorney support staff managers (e.g., the managers of the customer service, data entry, discovery, data quality, and legal departments)
In-house legal advisor to elected Public Defender and senior leadership, acting as a partner with Human Resources, Finance, and Information Technology, handling employment, contract, and risk management matters
Public Defender’s liaison with and representative to local and statewide boards and committees dealing with court operations as well as justice policy and appropriations
Oversaw the Florida Public Defender Association statewide criminal defense 'case weighting' study (largest project of its kind at the time)
Consulted with Public Defender offices to assist with special projects relating to operations, technology, training, and leadership
Applied for and administered more than $500,000 in special grant funding to keep the firm 'whole' and compensate for reduced criminal justice appropriations
Developed and presented more than 600 hours of training for new employees and continuing education seminars for attorneys, investigators, and legal assistants
Criminal defense for people accused of criminal offenses at all stages from case intake, discovery, negotiation, trial preparation, jury selection, and final disposition
Special Projects Manager, Support Staff Supervisor
LAW OFFICE OF JULIANNE M. HOLT, PUBLIC DEFENDER, 13TH JUDICIAL CIRCUIT
01.1996 - 01.2008
Supervised more than 40 legal assistants and clerical support
Business process evaluation, design, and implementation; created, implemented, and kept current thousands of standard operating procedures, user manuals, and office policies
Developed and presented more than 1,700 hours of training for new employees and continuing education seminars for attorneys, investigators, and legal assistants
Managed projects of significance, including development of comprehensive case management and document management system and oversight of agency strategic plan
Education
J.D. -
Stetson University College of Law
05.2010
Master of Arts - Organizational Leadership and Management
University of Phoenix
09.2004
Bachelor of Arts - English Literature
University of South Florida
05.1999
Skills
Project management
Financial analysis
Business process improvement
Regulatory compliance
Data analysis
Onboarding programs
Sales processes
Business development
Client relationship management
Business planning
Team leadership
Employee training
Strategic planning
Risk assessment
Problem solving
Organizational development
Program management
Presentations And Publications
Social Media: Professionalism and Ethics, Florida Public Defender Association Building a Better Defense Summer Conference, Bonita Springs, FL, 07/13
Public Records and Protecting Client Files, Florida Public Defender Association Executive Management Conference, Tampa, FL, 08/13
Going Virtual: Running a Paperless Office, Florida Public Defender Association Trial with Style Winter Conference, Tampa, FL, 11/12
Professional And Community Involvement
Florida Bar, 2012-Present
Hillsborough County Bar Association, Professionalism and Ethics Committee, 2015-2016
Florida Public Defender Association, Board of Directors (2014-2016), Office Administration Committee Chair (2013-2016), Statewide Representative to the Florida Courts Technology Commission (2013-2016)
Hillsborough County Criminal Justice Information System (CJIS) Committee, 2010-2016
Western Michigan University Cooley Law School, Professionalism Mentor, 2015
Ybor City GAYBor Business District, 2017
Hillsborough Community College, Adjunct Professor, 2015
Other Professional Accomplishments
Contributed to the Justice Management Institute Florida Public Defender Weighted Caseload Study.
Collaborated on electronic filing and service of pleadings in Florida.
Final editor of Florida Public Defenders’ Guidelines for Criminal Defense Representation.
Statewide resource on Florida Public Records Act and client privacy.
Drafted proposed legislation and collaborated with agencies.
Timeline
Director of Special Projects
HOW TO MANAGE A SMALL LAW FIRM
05.2017 - Current
Owner
RADICAL ADMINISTRATION
10.2016 - 06.2017
Operations Director & Administrative Counsel
LAW OFFICE OF JULIANNE M. HOLT, PUBLIC DEFENDER, 13TH JUDICIAL CIRCUIT
05.2010 - 12.2016
Special Projects Manager, Support Staff Supervisor
LAW OFFICE OF JULIANNE M. HOLT, PUBLIC DEFENDER, 13TH JUDICIAL CIRCUIT
01.1996 - 01.2008
J.D. -
Stetson University College of Law
Master of Arts - Organizational Leadership and Management
Administrative Assistant/ Operations Customer Care at How to Manage a Small Law FirmAdministrative Assistant/ Operations Customer Care at How to Manage a Small Law Firm