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Leadership

Roberta Ozan

Vice President of Administration

Everything Roberta Ozan does is because she lives and leads by one of Level Legal’s core values: Give a damn. (Note her necklace in the accompanying photo.)

And it’s not because it’s in her job description. It’s who she is. “It’s just the right thing to do.”

Roberta works behind the scenes, but her fingerprints touch most everything our employees, contractors, and customers encounter. Her motivation? To make sure each individual’s experience with Level Legal is the best possible. Every detail matters to Roberta, and she doesn’t rest until she knows all are cared for.

She has been a part of Level Legal since before day one, and her experience, expertise, and empathy have proven invaluable time and time again.

Roberta brings more than 30 years of litigation experience to our clients. Prior to joining Level Legal, Roberta served as a paralegal at a large litigation practice, where – as part of her role in preparing cases for trial – she managed document review, inspections, and productions for a wide range of clients. As a key member of the legal team in more than 50 trials and numerous investigations, she has seen it all.

Roberta’s number-one passion is to take care of our clients.

Culture Index Profile: Craftsman

We don’t sell solutions. We give peace of mind.

We keep things moving toward the finish line, all with technical expertise and artful grace.
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Our Framework

Understand.

During this phase, we work to step away from any assumptions and guesses about what our customers needs, and let our research findings inform our decision-making. We learn more about our customers, their problems, wants, and needs, and the environment or context in which they will use the solution we offer.

Our Framework

Define.

During the Define phase, we analyze our research findings from the Understand phase and determine what is the most important problem to solve — and why. This step defines the goal. Then we can give a clear problem statement, describing what our customers’ needs are that we are trying to solve, making sure that we heard and defined their problem correctly.

Our Framework

Solve.

This phase is an important part of the discipline in our process. People often settle for the first solution, but the most obvious solution is often not the right one. During the Solve phase, we brainstorm collaboratively with multiple stakeholders to generate many unique solutions. We then analyze our potential solutions and make choices about which are the best to pursue based on learnings in the Understand phase.

Our Framework

Build & Test.

This phase is critical in developing the right solution to our customers’ problem. An organized approach to testing can help avoid rework and create exceptional outcomes. Starting small and testing the solution, we iterate quickly, before deploying solutions across the entire project.

Our Framework

Act.

During this phase, the hard work of prior phases comes to life in our customers’ best solution. The research, collaboration, and testing performed prior to project kick-off ensure optimal results.

Our Framework

Feedback.

At the project completion, we convene all stakeholders to discuss what went well, what could have been better, and how we might improve going forward. We call these meetings “Retrospectives,” and we perform them internally as a project team, and with our external customers. The Retrospective is one of the most powerful, meaningful tools in our framework.

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