Amy, here’s your new Director of Operations and Technology’s first 90 days. What to fix first, where AI pays off soonest, and what the hire should own.

What we noticed

A 4.8 rating across 104+ Google reviews, more than 20 years since you founded the firm, and a site that already says AI is part of how the firm runs.

Your Director of Operations and Technology posting went up on November 3, and it asks one person to build the roadmap, run every approved project, raise the standard in each department and prepare new offices and acquired teams for day one.

• Your own service Probate and trust litigation across Irvine and San Diego, including work for other estate planning firms that need a litigation department. theestatelawyers.com
• Your data Every inquiry arrives through a form with a Referral ID, and every case produces dates, filings and billing. That is the data a baseline and a dashboard are built from. Contact page
• Your team Attorneys, paralegals, a Director of Operations, a Director of Marketing and Business Development and an office manager. The posting adds a leader over operations and technology together. About page
• Your tech Your site says AI is already part of how the firm responds to clients, and your posting names EOS and Ninety.io as the operating system you run on. theestatelawyers.com

Seen in your stack: Microsoft 365 · EOS · Ninety.io · online scheduling · contact forms with Referral ID

What your posting asks for

• “Build and maintain written 12–24 month roadmap: each initiative states the problem, expected benefit, proposed owner, estimated cost, dependencies, and timing.”
• “Maintain an inventory of all software tools: costs, contract renewal dates, business owners, and actual use. Identify duplicates, unused licenses, and unnecessary subscriptions.”
• “Before any major project launches, establish baseline data: current costs, error rates, time spent, and performance benchmarks.”
• “Require each department leader to name an owner who maps current steps, improves the process, writes SOPs and checklists, and trains the team.”
• “Build and maintain a reusable integration plan covering physical infrastructure, staffing, systems, billing, files, and training — with a department owner and deadline for each component.”
• “Hold outside IT providers and technology vendors to agreed scope, cost, service standards, and timelines.”

From your Director of Operations and Technology posting, posted November 3, 2026.

What changes for your new Director of Operations and Technology

Your new Director of Operations and Technology starts with a plan: the operations and software to fix first, where AI saves your paralegals and attorneys time soonest, and a clear line between what they own and what a fractional lead can carry while they settle in.

Where AI pays off soonest

Workflows from your own business, in the order they save your team time.

1. 1 Inquiry intake sorted and summarized before it reaches a person

   Your contact form takes a detailed description of the legal matter. A first read that tags the matter type and urgency, and drafts the intake summary, speeds up the first call.

   Source: Contact page
2. 2 First drafts of pleadings and motions from your own prior filings

   Your litigators draft pleadings and motions on every matter. A draft from your own prior filings gives an attorney something to edit and not a blank page, with every cite checked by a person.

   Source: Careers page
3. 3 Case chronologies built from the documents in each file

   Disputes about trusts and conservatorships run on dates and documents. A chronology drafted from the file saves paralegal hours before an attorney reviews it.

   Source: Careers page
4. 4 Client updates drafted from the case status

   Your site promises prompt replies. A drafted status note for each active matter, approved by the attorney, keeps that promise as volume grows.

   Source: theestatelawyers.com
5. 5 Billing and collections follow-up from the matter record

   Reconciling time and invoices is routine work for finance. A first pass that flags unbilled time and overdue accounts is a measurable return the posting asks you to verify with Finance.

   Source: Director of Operations and Technology posting

1. “he was singularly responsible for the company’s single largest customer by revenue - the Center for Medicare & Medicaid within the US Department of Health and Human Services.”

   RLRobert Liebowitz, worked with Kash on MarkLogic’s Public Sector team; now First Ascent VenturesLinkedIn recommendation, April 2026

2. “Kash and I built ERT Credit together in 2021. He took my MVP and turned it into a SaaS that hit $10M ARR in twelve months.”

   Jordan Anderson, CEO, PayStreetgobridgehead.ai/about

Questions