
Timeline
About me
Code & Counsel, PLLC | HeyCounsel | Legal AI Engineer | Fractional General Counsel | Fractional Chief Artificial Intelligence Officer | LegalTech Enthusiast
Education

Baylor university school of law
2008 - 2011J.d. litigationActivities and Societies: Harvey M. Richey Moot Court Society Intraschool Moot Court Competition, Baylor Law School Top Gun Mock Trial Competition, Dean's List, Academic Merit Scholarship, Student Bar Association, Top 5 Big Trial Result

Texas a&m university
2004 - 2008Bachelor of arts psychologyActivities and Societies: Sigma Phi Epsilon, CARPOOL, Dean's List, TAMU Honors Program, Big Event, Pre-Law Society
Experience

Daniel stark injury lawyers
May 2009 - Mar 2010Legal internInteract with clients initially and create rapport.Manage case files and prepare documents for litigation using NEEDLES.Sign up clients and complete the initial investigation into their personal injury case.Legal research and analysis related to personal injury law.

204th district court
Jun 2009 - Aug 2009Judicial externshipReview habeas corpus applications and recommend the appropriate action.Participate in court proceedings including trial, voir dire, and motions to suppress.Legal research and legal memorandum addressing felony criminal law issues.

Mclennan county criminal district attorney's office
Feb 2011 - Apr 2011District attorney's office externComplete legal research and analysis related to criminal law issues.Participate in pre-trial hearings, trial preparation, and trial of criminal cases.

Bank of america
May 2011 - Apr 2013My position responsibilities include:Manage the 50 member operational group at our Arlington site for the Litigation Management Group.Develop and implement default litigation policies and procedures for default loan servicing. Manage monetary and reputational risk related to contested and litigated foreclosure, title, bankruptcy, and media threat matters.Review and approve negotiated settlement offers between the bank and borrowers, and/or third party purchasers when appropriate to avoid litigation and negative media exposure.Represent Bank of America in hearings, depositions, mediation, arbitration, and trials related to foreclosure and media issues. Show less My position responsibilities include:Manage an operational team of the Litigation Management Group.Resolve contested and litigated foreclosure, title, bankruptcy, and media threat matters.Negotiate settlement offers with borrowers and third party purchasers when appropriate to avoid litigation and negative media exposure.Represent Bank of America in litigated matters including hearings, depositions, mediation, arbitration, and trials related to foreclosure and media issues. Show less My primary responsibilities include:Analyzing court documents and bank records to determine a case's merit and identify the monetary risk to the bank.Developing strategies with in house legal and outside counsel that are consistent with applicable law and investor guidelines.Negotiating settlement offers with borrowers and third party purchasers when appropriate to avoid litigation and negative media exposure.Updating the litigation loan database and internal reports with current information on the status of the litigation, strategy currently used, and upcoming critical events.Presenting and analyzing litigation on loans with senior management in monthly litigation meetings.Identifying gaps in the bank's foreclosure policy and procedures and making suggestions to correct the breakdowns in process.Drafting the policy and procedures for third party rescissions and media threats for the Litigation Management Group. Show less
Assistant Vice President - Senior Operations Manager - Site Lead
Mar 2012 - Apr 2013Assistant Vice President - Senior Operations Manager
Oct 2011 - Mar 2012Litigation Specialist II
May 2011 - Oct 2011

Strasburger & price, llp
Apr 2013 - Mar 2015Consumer financial and commercial litigation associate• Counsel and represent financial institutions, mortgage loan originators, servicers, investors, credit reporting agencies and other businesses in state and federal court in the areas of real estate law, foreclosure, condemnation, contracts, and litigation. • Represent and defend clients related to business disputes and claims arising under the Fair Credit Reporting Act, Fair Debt Collection Practices Act, Truth in Lending Act, Real Estate Settlement Procedures Act, Fair Housing Act, and state fair lending, collection and deceptive trade practices laws. Show less

Harrison, mclaughlin & associates, pllc (formerly shelton, harrison and pinson, pllc)
Mar 2015 - Oct 2023PartnerHarrison, McLaughlin & Associates, PLLC is a law firm with a deep focus on combining legal expertise with innovative technological solutions. The firm is an affiliate of Rocktop Technologies and provides comprehensive in-house legal services to Rocktop Technologies related to all assets under management and/or in due diligence. Operational Excellence: Founded the firm's default servicing department, spearheading recruitment, training, and leadership efforts that shaped our high-performing foreclosure, bankruptcy, and evictions teams.• Technological Advancement: Designed a robust in-house case management system, tailored with state-specific workflows, ensuring swift processing of a wide spectrum of legal matters including foreclosures and bankruptcy cases.• Strategic Management: Orchestrated the firm's daily operations, cultivating client and vendor relationships, and steering the executive functions towards growth and client satisfaction. Show less

Rocktop technologies
Sept 2017 - Oct 2023Rocktop Technologies is a leading fintech specializing in the identification, quantification and mitigation of risk within institutional asset portfolios. Leveraging advanced AI and data analytics, the company optimizes due diligence, servicing, and asset management with a tech-driven, business intelligence approach.• Business Intelligence Leadership: Directing the full lifecycle of Business Intelligence integration across Rocktop, pioneering data-driven strategies and fostering a culture of informed decision-making.• AI & LLM Innovations: Driving the R&D of a unified MLOps platform, emphasizing LLM-driven, agent-centric models. Focused on not only accelerating our operational efficiency but also positioning Rocktop as a preferred service provider in the FinTech AI realm for clients and investors.• Advanced Reporting: Streamlined client/investor reporting by integrating Power BI, ensuring a seamless data visualization experience that bridged gaps between client expectations and operational deliverables. Show less • Legal & Technological Fusion: In my capacity as Senior Director and in-house counsel for Rocktop's Asset Advisory division, I pioneered the seamless integration of legal expertise with cutting-edge technological solutions. By combining these domains, I significantly improved our due diligence protocols, streamlined default servicing, and bolstered the efficiency and effectiveness of our litigation management processes. This dual-pronged approach allowed us to navigate complex regulatory landscapes while leveraging technology to drive operational excellence.• AI & Data Visualization: I spearheaded the creation of a BI platform utilizing Power BI. This platform not only facilitates the rapid processing and analysis of vast datasets but also predicts and adapts to evolving data trends. Furthermore, recognizing the importance of data democratization, I championed the use of SQL and Power BI throughout the organization and by our clients. This allowed stakeholders at all levels to access, understand, and make data-driven decisions, transforming our portfolio management analytics and providing unparalleled insights.• Leadership & Growth: With a vision to expand our reach and provide unparalleled service, I architected a comprehensive 50-state legal services network, ensuring that Rocktop's presence and expertise were felt nationwide. This network is solidifying our position as industry leaders, providing timely and effective legal, data and business intelligence solutions to a diverse clientele. Show less
Managing Director - Business & Legal Intelligence (In-House Counsel)
Apr 2023 - Oct 2023Senior Director - Portfolio Surveillance/Asset Advisory (In-House Counsel)
Sept 2017 - Apr 2023

Ursus holdings, llc
Nov 2018 - Dec 2019Chief operating officer• Served as a senior executive tasked with managing the day-to-day operations of the company including coordinating all departments and projects, managing all client and vendor relationships, and managing in-house and outside counsel.• Advised the CEO and executive team on general corporate matters, real estate issues, company risk and compliance, contract negotiations, vendor management, and third-party litigation.• Designed and developed a proprietary due diligence and title curative process management platform that uses machine learning and issue-specific workflows optimized for efficient processing of large pools of performing and non-performing first lien residential mortgage loans with title defects, compliance issues, and/or other collateral deficiencies.• Managed, trained and supported a team of 60+ title curative, compliance and administrative support staff that specialize in property and compliance due diligence, real estate title defects, title claims, real estate document drafting and recording, and life-of-loan portfolio management. Show less

Code and counsel, pllc
Nov 2023 - nowFounderCode and Counsel is a specialized law firm and legal consulting service focused on integrating artificial intelligence in legal practices and startups. We aid startups and law firms in harnessing AI to enhance their operations, offering comprehensive support from concept to deployment. We translate operational pain points into product requirements, assist in data handling, AI model selection, and fine-tuning, ensuring our solutions are perfectly aligned with our clients' needs.

Heycounsel
Jan 2024 - nowFounding memberBig law power, without joining the big law firm. Welcome to our network of solo, boutique and fractional lawyers building the future of distributed law.
Licenses & Certifications

Arkansas bar license
State bar of arkansasFeb 2021- View certificate

Genai fundamentals for lawyers certificate
Hotshot inc.Apr 2025 
Texas bar license
State bar of texasMay 2012
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