Legal & Professional Services Technology
Platform architecture for settlement administration, compliance systems, government and justice technology, and AI applied to legal document workflows — from an architect who built a class-action settlement platform that was acquired for $50 million.
Legal and professional services technology runs under constraints that general software engineering rarely faces: court-ordered compliance requirements, regulatory reporting obligations, strict audit trails, and the operational stakes of handling client funds, personal data, and legally binding documents. Building platforms in this environment requires both technical depth and direct experience with the regulatory context.
- Class-action settlement administration
- $50M acquisition
- Claims intake through fund disbursement
- Court-ordered compliance architecture
- World's largest title insurer
- 770 applications, 900 engineers
- $100M acquisition review
- Title insurance compliance at scale
- GPS parole monitoring at scale
- SOA architecture + MSMQ
- Rules engine implementation
- Real-time compliance reporting
- 60+ application consolidation
- BizTalk orchestration
- Emergency operations continuity
A class-action settlement platform built for acquisition
A confidential class-action settlement administration firm based in Costa Mesa, CA. The engagement covered architecture and platform development from the early stages of the company's growth — building the systems that handle court-ordered settlement claims intake, claimant verification, fund disbursement, and the compliance infrastructure that satisfies both court requirements and state unclaimed property laws.
Settlement administration is a technically demanding domain: every transaction is auditable, deadlines are set by court order, and errors have legal consequences. The platform that supported the firm through its growth to a $50M acquisition was designed with those constraints at the center. That kind of domain-specific architectural judgment is what this practice brings to legal technology engagements.
Compliance systems and application consolidation for public-sector operations
G4S Justice Services, one of the largest providers of GPS-based parole monitoring in the US, required SOA architecture and MSMQ messaging infrastructure capable of supporting real-time location monitoring at scale across a distributed field operations network. The engagement covered integration architecture and the rules engine implementation that governed monitoring alerts, compliance reporting, and escalation workflows.
The LAFD engagement addressed a different dimension of government technology: consolidating 60+ applications via BizTalk orchestration — rationalizing fragmented legacy systems into a cohesive integration fabric without disrupting emergency operations. Application consolidation at this scale in a public-safety environment requires architecture precision and a staged approach that manages operational risk throughout the transition.
Legal & professional services technology capabilities
Settlement Administration Technology
Platform architecture for class-action settlement administration — claims intake, verification, fund distribution, and the compliance infrastructure that governs court-ordered settlements. A confidential client, built and architected from early stage to a $50M acquisition, is the reference engagement.
Legal Document Intelligence
AI-powered document review, contract analysis, and knowledge retrieval over large legal and financial document repositories. Applied RAG architecture for private equity and legal document workflows — pattern-matched from the FNDRS PE firm AI platform.
Compliance Systems Architecture
Technology architecture for heavily regulated professional services environments — financial compliance, legal reporting requirements, audit trail systems, and the data governance structures that protect firms from regulatory exposure.
Government & Justice Technology
SOA architecture, MSMQ messaging, and rules engine implementation for government and justice sector clients. G4S Justice Services (GPS parole monitoring) and LAFD (60+ application consolidation via BizTalk) are the reference engagements.
AI for Legal Workflows
Contract review automation, prior document analysis, matter management AI, and the knowledge management systems that allow legal and professional services firms to leverage their accumulated document assets as structured intelligence.
M&A Technical Due Diligence
Independent technology assessment for acquisitions of legal tech and professional services firms — covering platform architecture, data integrity, key-person risk, and the integration complexity that determines post-close cost. The settlement administration reference engagement was acquired for $50M.
"Our industry of insurance is heavily regulated — Shawn Livermore understood that and delivered a powerful, secure, and compliant app."
Document intelligence and knowledge retrieval for legal workflows
Legal and professional services firms hold their knowledge assets in documents — deal memos, contracts, due diligence reports, regulatory filings, case records, and correspondence accumulated over years. AI applied to these document repositories converts static archives into searchable, queryable resources: retrieval-augmented generation (RAG) architectures that allow attorneys, analysts, and compliance officers to find relevant precedent, clause patterns, and regulatory guidance from their own prior work.
The FNDRS engagement (a private equity / closed-loop software platform, Las Vegas) demonstrates this pattern in practice: modern architecture built over PE-specific legal and financial use cases, enabling document intelligence across deal flow, portfolio company data, and regulatory documentation. The same architectural patterns apply to law firms, compliance functions, settlement administrators, and professional services organizations with substantial document repositories.
As Fractional CAIO, the work covers AI strategy for document-intensive workflows, model and retrieval architecture selection, data governance for sensitive legal and financial content, and the evaluation frameworks that determine whether AI outputs meet the accuracy bar that legal work requires. Start the conversation.
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Settlement administration, government justice systems, compliance architecture, and AI-powered document intelligence — direct experience across the full legal and professional services technology spectrum, without a full-time executive commitment.
