Home > Knowledge > Blog

Level Legal Expands Leadership Team on Heels of Record Growth and Evolution to Global Presence

Jun 24, 2020

Level Legal, a leading legal services company, today announced three new additions to its leadership team as the company evolves its team structure to support its distributed workforce model amidst record growth in May measured by client engagements and revenue. The expanded leadership team includes new hires Karen Wagshul, Senior Director of Client Services and Lisa Barrett, Senior Director of Business Development, as well as newly promoted Director of Legal Compliance Services, Gregory Moreman. These experts were hand-picked to drive quality and scalability in Level Legal’s hybrid business model, combining the talent and nimbleness of remote specialists with the oversight of in-house client and legal services veterans.Lisa Barrett, who will be leading Level Legal’s business development efforts, has more than 30 years of experience in customer-focused roles for some of the most prominent legal services organizations in the industry, including H5, LexMachina, Thomson Reuters, Thomson West, Elance, Findlaw, and West Publishing. Lisa began her career as a litigation attorney at Paul Hastings, serving as a litigation associate at Jencks and Hunt, and co-founding Advanced Legal Services, where she was general counsel and VP of marketing. Lisa has particular expertise in partnering with customers to deliver value and discover solutions to help them compete better, increase efficiencies, reduce costs and excel. She holds a JD from University of Michigan Law School and an AB in economics from the University of Chicago.Karen Wagshul brings more than 20 years of experience as a litigator, eDiscovery expert, and general counsel to Level Legal, where she will be leading every aspect of client services. In addition to her exceptional skills in operations, project management, team management and client management, Karen has deep expertise in legal technology as well as a broad range of industries and legal practice areas. Karen began her career as a practicing attorney at Dewey & LeBoeuf; Paul, Weiss, Rifkind, Wharton & Garrison LLP; and Cummings & Lockwood. Most recently, Karen served as counsel at Allstate Insurance Company where she supported clients across a wide range of discovery-related needs, driving efficiencies, cost savings, process optimization, quality improvements and operational excellence. Prior to leading the team at Allstate, she served as a managing consultant at Kroll Discovery, director of client management at Discovia, and legal services project manager at RR Donnelley Global Services. Karen holds a JD from Southwestern University School of Law and an AB in human biology from Stanford University.Greg Moreman has been a consulting director for Level Legal for more than 11 years, earning the respect of colleagues and clients alike with his relentless commitment to creating the most efficient solutions for clients. In his new role as director of legal compliance services, Greg will be drawing on more than a decade of experience developing compliance solutions for a diverse array of clients in multiple industries. As a former prosecutor, Greg knows better than most what goes on in government investigations and prosecutions. And in private practice, he coordinated discovery for numerous cases in a variety of practice areas. In his new role, he’ll bring that track record in both public service and private practice to each and every project he handles. Greg holds a JD from Baylor University School of Law and a BA in economics from the University of Texas at Austin.

 

“As we enter a new era of growth for the company, we’ve shifted to a nimble hybrid remote/on-site work model that focuses on being readily accessible to clients and providing our people with the foundation for a healthy work-life balance,” said Joey Seeber, CEO of Level Legal. “We welcome the top notch talent of Lisa and Karen, and extend a heartfelt congratulations to Greg who has been with us for more than a decade and is a testament to the longevity and tenure of our team.”

Level Legal’s team comprises bright, accomplished attorneys who have experience in a broad range of professional domains and legal practice areas. Among the company’s employees are MBAs, PhDs, engineers, patent lawyers, cybersecurity specialists, and data scientists who draw upon their subject matter expertise when providing holistic, customized solutions for clients.

Explore More

Up Next

Close Modal

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.

Next