Catherine Jane Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

As a seasoned principal consultant I specialise in implementing optimised practice management, CRM and pipeline solutions within the private equity and legal industries, where I lead solution design in database management, reporting, and streamlined user experiences. I am known for architecting technical solutions, configuring complex CRM and pipeline solutions, and offering expert guidance on overall application architecture, integrations, and data migration strategies during implementation… Show more As a seasoned principal consultant I specialise in implementing optimised practice management, CRM and pipeline solutions within the private equity and legal industries, where I lead solution design in database management, reporting, and streamlined user experiences. I am known for architecting technical solutions, configuring complex CRM and pipeline solutions, and offering expert guidance on overall application architecture, integrations, and data migration strategies during implementation, with outstanding client satisfaction and user adoption.I have established myself as a Subject Matter Expert (SME) in the private equity markets and legal sectors, leveraging my deep industry knowledge to deliver results for clients ranging from small firms to the largest enterprise organisations, including government bodies. My consultancy work extends to thought leadership in implementation best practices for SAAS providers, where I advise on delivery methodologies, and I have a proven track record of developing and leading change initiatives. Show less

Sydney, New South Wales, Australia

London, United Kingdom

Brisbane, Australia

Hired specifically for my software expertise, I was instrumental in transitioning the firm successfully into the LEAP Legal Software Cloud system after a failed implementation. After restoring the firm to operability, I supported the firm with litigation work as a paralegal. This work allowed me to deeply understand the firm's day-to-day processes, and with this insight I identified opportunities to automate document production and other processes, and streamline manual workflows to reduce… Show more Hired specifically for my software expertise, I was instrumental in transitioning the firm successfully into the LEAP Legal Software Cloud system after a failed implementation. After restoring the firm to operability, I supported the firm with litigation work as a paralegal. This work allowed me to deeply understand the firm's day-to-day processes, and with this insight I identified opportunities to automate document production and other processes, and streamline manual workflows to reduce human error and eliminate inefficiencies.Over the course of 12 months post-transition I restored and improved workflow through automating documents and workflows, identifying and reducing inefficiencies in day-to-day processes, re-writing step-by-step manuals and training staff, resulting in significant increases in efficiency firm wide.• Automated document workflow for all paralegals and lawyers resulting in a significant, measurable efficiency gains, and almost eliminated human error in document production.• Identified and reduced inefficiencies across all aspects of administrative processes.• Created formal onboarding and training manuals for multiple lines of business.• Reduced documentation overhead and complexity. Show less

Brisbane, Australia

Aside from my professional career in the software and legal industries, I opened and managed a successful yoga studio in Brisbane, Australia. To grow the business I undertook marketing, bookkeeping, staff management, graphic design, interior design, day-to-day maintenance, and teaching of yoga classes.• Automated student sign-up process to make it zero touch• Designed, deployed, and updated highly-available Wordpress website• Designed and delivered marketing material in the form of… Show more Aside from my professional career in the software and legal industries, I opened and managed a successful yoga studio in Brisbane, Australia. To grow the business I undertook marketing, bookkeeping, staff management, graphic design, interior design, day-to-day maintenance, and teaching of yoga classes.• Automated student sign-up process to make it zero touch• Designed, deployed, and updated highly-available Wordpress website• Designed and delivered marketing material in the form of emails, letterbox drops, and social media• Mentored staff, managed rostering and staff movements Show less

Brisbane, Australia

Returning to LEAP, I achieved a consistent 5-star client satisfaction rating through installing, customising, and troubleshooting LEAP Legal Software at law firms. To ensure that my clients derived optimum use of their software, I delivered training sessions, designed and automated documents and processes; transitioned accounting systems, and provided general guidance to improve functionality and efficiency of workflows.• High level of change management use• Post-migration… Show more Returning to LEAP, I achieved a consistent 5-star client satisfaction rating through installing, customising, and troubleshooting LEAP Legal Software at law firms. To ensure that my clients derived optimum use of their software, I delivered training sessions, designed and automated documents and processes; transitioned accounting systems, and provided general guidance to improve functionality and efficiency of workflows.• High level of change management use• Post-migration hypercare• Post-migration technical quality assurance• Delivering training sessions• Designing and automating documents Show less

Brisbane, Australia

As a LEAP Certified Consultant, I achieved a consistent 5-star client satisfaction rating through installing, customising, and troubleshooting LEAP Legal Software at law firms. To ensure that my clients derived optimum use of their software, I delivered training sessions, designed and automated documents and processes; transitioned accounting systems, and provided general guidance to improve functionality and efficiency of workflows.• High level of change management use• Post-migration… Show more As a LEAP Certified Consultant, I achieved a consistent 5-star client satisfaction rating through installing, customising, and troubleshooting LEAP Legal Software at law firms. To ensure that my clients derived optimum use of their software, I delivered training sessions, designed and automated documents and processes; transitioned accounting systems, and provided general guidance to improve functionality and efficiency of workflows.• High level of change management use• Post-migration hypercare• Post-migration technical quality assurance• Delivering training sessions• Designing and automating documents Show less

Senior Legal Secretary/ Floor AdministratorSecretarial, diary management, and administrative services to a wide range of legal and other clients in a 5-star serviced office. Provided IT support throughout the office including legal software support, general application support, programming of telephone systems, and physical and digital networking setup and troubleshooting for new client offices and office appliances. Assisted the floor manager with in-house administrative, event planning… Show more Senior Legal Secretary/ Floor AdministratorSecretarial, diary management, and administrative services to a wide range of legal and other clients in a 5-star serviced office. Provided IT support throughout the office including legal software support, general application support, programming of telephone systems, and physical and digital networking setup and troubleshooting for new client offices and office appliances. Assisted the floor manager with in-house administrative, event planning and bookkeeping tasks. Performed legal secretary work for barristers and lawyers across multiple areas of law such as family, criminal and mediation.Consistently achieved higher monthly performance than any Senior Secretary previously in the role in that specific location. Consistently received high performance ratings from clients. Show less

Hayman Island, Queensland, Australia

Team leader, bartender and waitress in a five star luxury resort

Sydney, Australia

Forms Conversion CoordinatorTo complete the task of converting thousands of court forms in various formats for compatibility in the LEAP-owned Smokeball software package, I managed a team of online contractors. We excelled in meeting form conversion targets while I managed quality control, training, payments and bonuses, performance assessments, maintaining and terminating contracts.• Staff management and mentoring• Quality controlContent Development ManagerAs… Show more Forms Conversion CoordinatorTo complete the task of converting thousands of court forms in various formats for compatibility in the LEAP-owned Smokeball software package, I managed a team of online contractors. We excelled in meeting form conversion targets while I managed quality control, training, payments and bonuses, performance assessments, maintaining and terminating contracts.• Staff management and mentoring• Quality controlContent Development ManagerAs LEAP launched Smokeball in a new market, I determined the content of document packages and assisted in developing the functionality of the software through research and direct liaison with clients.• Identifying client requirements in software functionality and working with developers to implement• Identifying client requirements in software content such as official forms and pre-drafted legal documents Show less

Sydney, Australia

As one of the top-performing HelpDesk staff, I assisted clients with queries and resolving software problems including integration with other programs, complaints handling, training new staff and creating training materials.• Provided exceptional client experience• Technical troubleshooting• Wrote technical manuals for staff and created training videos for clients• Mentored new staff

Sydney, Australia

Research; drafting general correspondence, advices, and legal documents; liaison with other entities; bank reconciliation, payroll processing; general bookkeeping, administration; typing and other secretarial work.

Sydney, Australia

Receptionist for Binettervale Lawyers and MDA Lawyers (July 2007 – February 2008)Management of telephone switchboard; mail; banking; drafting correspondence and documents, and general office assistance.Legal Secretary for Binettervale Lawyers (February 2008 – August 2009)Drafting correspondence and documents, typing, general office assistance; administrative assistance; liaison with external parties.

Bachelor Of Business And Commerce, Law

Certificate Iii Visual Arts

Yoga Alliance Level 1 Teacher Training, Yoga