Law-firm operator · AI systems founder · Enterprise security background
I audit how work moves across people, systems, and departments, turn the evidence into an operating blueprint, and use that blueprint to shape the AI and automation that follow.
See the methodInspect the operation
Trace the handoffs
Document the plan
Build deliberately
02 / How I work
A new platform cannot fix a workflow nobody understands. I begin with the people doing the work, the systems they use, and the reality between departments. Then I turn the findings into a written operating plan.
Interview the people doing the work. Review the systems, staffing, and financial context. Establish how the firm actually operates before prescribing technology.
Follow intake through 341, billing cycles, and handoffs between intake, case management, and billing staff. Where does work stall? Where does information get lost between departments? That is where the system breaks.
Synthesize what staff said, what the systems show, and what leadership needs into a written plan covering staffing, workflows, dependencies, handoffs, and the sequence to fix them. The firm gets a roadmap, not another report.
Where technology helps, design AI-assisted operations, client-management, and document workflows around the firm—not the other way around.
The working principle
Understand the
operation.
Then choose the technology.
03 / Recent field work
In 2026, I completed onsite Profit Blueprint engagements with two consumer-bankruptcy firms. Each assignment moved across departments, systems, staffing, and leadership—not just the technology stack.
Five days onsite across intake, 341, billing, and firm operations. I interviewed staff in every department, reviewed financial reporting, and audited the systems, workflows, and staffing behind the work.
The engagement produced a Phase 1 operating blueprint, with follow-on work continuing through summer 2026.
Onsite work covering the software stack, petition-to-341 workflows, and a multi-country operations team.
I facilitated department working sessions, mapped pain points raised by staff and leadership, and delivered a written operating blueprint and live operations dashboard.
04 / Client perspective
Before my work centered on law-firm operations and AI systems, I helped clients solve marketing, digital-system, and business-strategy problems. These archived testimonials come from those earlier engagements. The assignments have changed; the operating discipline has not.
Earlier client perspectives · Presented in their original context · Not claims about current engagements
Archived client testimonial
“He’s very hands-on. He likes getting involved, understanding what you’re trying to do, and really does contribute.”
Paul Clifford · Disruptware
Earlier strategy engagement
“Robert has a unique ability to quickly understand your business.”
Ron Phillips · Author, speaker, and investor
Ron describes my ability to understand a business quickly and translate that understanding into practical strategy.
Cottonwood, Arizona · Operator and systems builder
05 / Background
Today, I build AI-assisted operations, client-management, and document systems for bankruptcy and other law firms. I also advise firms on the practical risk of moving client-matter data through cloud and AI workflows.
I founded Iron Noodle Technologies, Cogent Marketing, and Local Pulse, and have worked independently since leaving corporate IT in 2008.
Earlier in my career, I led technical services and worked in presales systems engineering and engineering management. That work included high-availability firewall and VPN architecture, intrusion detection, packet analysis, and security environments serving enterprise, financial, and government clients.
Before technology, I served seven years on active duty in the U.S. Navy as a hospital corpsman and field medic. I received an honorable discharge and the Navy Achievement Medal.
06 / Start here
Where does the work slow down? Which handoff keeps breaking? What can leadership not see clearly? That is the conversation worth having. The software comes later.
Tell me where the work slows down — I read every inquiry personally.