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Experienced Professionals Behind Every Strategy

OUR LEADERSHIP & ADVISORY TEAM

Founder & CEO

Monica Armas

Leads strategy and client delivery—setting engagement standards, ensuring secure execution, and driving measurable operational outcomes.

Strategic engagement leadership and oversight

Client relationships, alignment, and guidance

Delivery standards, quality, and KPI impact

Head of Technical & Project Delivery

Ronnie Pena

Owns technical architecture and end-to-end execution—from audit findings to build, QA, deployment, and documentation.

System architecture and technical oversight

Project planning, milestones, and delivery QA

Security controls, access management, and governance

Head of Marketing & Client Success

Melissa Garza

Oversees positioning, onboarding, and long-term success—ensuring clients achieve adoption, KPI improvements, and ongoing ROI.

Client onboarding and success playbooks

Messaging, website, and growth initiatives

KPI tracking and post-launch support coordination

Senior Automation Specialist

Mark Hermanovszky

Leads automation design and implementation across complex legal workflows—intake, case ops, client comms, and reporting—ensuring reliability, security, and maintainability.

Workflow architecture (branching, SLAs, error handling)

Integration build + QA (Make/Zapier/n8n, webhooks, APIs)

Performance tuning (rate limits, retries, logging/monitoring)

Documentation and handoff (SOPs, training notes)

Legal Systems & Tools Specialist

John Barcena

Owns platform configuration and integrations for legal tech stacks—Clio, Filevine, Lawmatics—plus GoHighLevel, Google Workspace, and automation tooling.

Configure/maintain Clio/Filevine/Lawmatics pipelines and data mapping

Standardize fields, statuses, tags, and automation triggers

Ensure clean data flow between CRM/case mgmt and intake/messaging systems

Manage templates, permissions, audits, and best-practice setup

Tech Operation Support Specialist

Rodsam Dave Cardosa

Operations Support Specialist

Supports technical operations across client accounts—managing marketing automations, troubleshooting issues, and providing day-to-day implementation support.

Marketing automation setup and maintenance

Technical support and issue resolution

Operational coordination and implementation support

Creative Operation Support Specialist

Jezriah Ligarte

Supports client operations through creative execution and administrative coordination—managing campaign copy, internal office tasks, and billing support to keep delivery consistent.

Creative assets and campaign writing

Billing coordination and office administration

Client support and execution follow-through

Unlock what your firm is capable of.

Secure AI automation systems built specifically for small and midsize law firms.

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