Overview

As director of firm intelligence, Carrie is a distinguished knowledge management and marketing technology executive, renowned for leveraging process improvement to propel business strategy. With an extensive technical background, Carrie excels in devising innovative solutions to enhance data quality, drive user adoption, and streamline complex reporting processes. Her experience spans Client Relationship Management (CRM), data strategy, and Foundation firm intelligence. Carrie has a passion for helping firms bring together people, process, and the right technology to support data-driven decision making.

As director of firm intelligence, Carrie is a distinguished knowledge management and marketing technology executive, renowned for leveraging process improvement to propel business strategy. With an extensive technical background, Carrie excels in devising innovative solutions to enhance data quality, drive user adoption, and streamline complex reporting processes. Her experience spans Client Relationship Management (CRM), data strategy, and Foundation firm intelligence. Carrie has a passion for helping firms bring together people, process, and the right technology to support data-driven decision making.

Education

  • University of Dayton, M.B.A., finance
  • University of Dayton, B.A., economics and computer information systems
  • Speaker, “From Data Chaos to Strategic Clarity: Crafting a Modern Law Firm Data Strategy,” LMA National Conference, April 2025.
  • Speaker, “Case Study: How Troutman Pepper Supercharged Firm Data with Enriched Dockets Information,” LMA Tech West & Southwest, November 2024.
  • Panel speaker, “CRM and Experience Management: Who We Know Vs. What We Do,” ILTACON 2024: International Legal Technology Association (ILTA), August 2024.
  • Speaker and conference organizer, Founders Groundbreakers Summit – Firm Intelligence Legal Conference, Troutman Pepper, June 2024.
  • Speaker, “Answers, Not Research: Evolving the Paradigm of Intelligent Human-Machine Collaboration,” LegalWeek ALM, January 2024.
  • Panel speaker, “API Solution Showcase,” ILTACON 2023: International Legal Technology Association (ILTA), August 2023.