Jake Kozonis

Market validated customer need for legal-specific payments solution based on trust compliance requirements, aided in vendor acceptance, pricing strategy, lead development, and iteration of ACH and credit card platform, including overhauling the existing billing platform in accordance with industry-specific requirements. Utilized customer and prospect feedback loops throughout the development and launch to iterate and gain further adoption.

Created an insights platform helping legal customers understand and take action based on their own system-of-record data. Prototype tested with customers and created key important data metrics across finance, worker productivity, project, and lead conversion data that customers expected to see to improve their business.

Using usage data, identified global search as the most utilized and impactful capability in our product, while also realizing the extreme database load of the homegrown solution. Identified Elasticsearch as the best solution, then migrated millions of data rows to the new service, enabling deeper search capabilities throughout the product, and allowing customers access to more of their own data throughout the product.

We created a custom calendar for the legal product to provide a seamless experience within the practice management platform and its supporting features and ensure the confidentiality of important calendar events. This created a challenge with connection to generally used calendars, which we ultimately implemented a one-to-many integration to serve customer needs across their organizations better. This included problem definition, precise analysis of what integrations could offer us juxtaposed to the actual customer problem and our real business constraints. Presented to senior leadership and had a budget approved for one development team based on the impacts on the top line and bottom-line growth.