What We Do 2018-01-23T06:19:00+00:00

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UpLevel Ops is unique in that its general partners have been in-house for the vast majority of their careers.   Jon and Stephanie bring superior, real-world knowledge about industry trends, benchmarks and how peers in the market are defining “world class” as it relates to technology and all processes throughout the department.  Over the course of their careers,  Jon and Stephanie have implemented multiple types of solutions, including:

  • Legal department strategies
  • eBilling and matter management
  • Contracts management
  • Records retention initiatives, including email retention policies
  • eSignature policies and software
  • Knowledge management and collaboration
  • Workflow tools
  • Budgets and financial analysis
  • Communication strategies
  • Growth and development
  • Guidance on alternative support models
  • Data analytics and metrics

In addition to Legal Operations, UpLevel Ops offers executive and team coaching by Fran Evans, because a high-functioning team is crucial to a department’s success.

Most importantly, we at UpLevel Ops will be available to work with you to implement our recommendations, because we’ve done it ourselves. We believe that this is a competitive differentiator. We will stay involved to ensure that all the proposed deliverables will be in place and are fully functioning at the highest levels.


Whether you’re a Fortune 500 company or a small startup, we can help you create a world class legal department with our unique approach.  We focus specifically on you, and while we bring significant expertise to the table, we spend time with you to understand your needs and provide you with the best, most appropriate solution.  Our approach is collaborative, and our solutions are data-driven and actionable.

Contact us for referrals.


Legal Department Strategy and Planning

Technology Strategy, Selection and Implementation

Budgeting and Financial Planning

Outsourcing Models

Partner/Vendor Management and RFPs

Metrics, Dashboards and Reporting

Benchmarking and Best Practices

Project Implementation and Change Management


Client Relations

Program Management

Executive Coaching

Diversity & Pro Bono Initiatives

Ethics & Compliance Programs

Training Programs

Policy Creation

Contract Program Enhancements

HR-Related Projects

Efficiency Programs

Data Analytics

Intellectual Property Programs

Legal Strategy

Attorney Development