Legal technology

Finance professionals in Legal technology

Explore financial planning at legal software businesses and the costs of adopting systems inside law firms. These perspectives can help you examine operating budgets, investment choices and the assumptions behind a forecast.

10 professionals10 companiesData retrieved September 27, 2026

Professionals to explore

01—10
  1. Ada Sula

    LinkedIn

    Experience: Chief Finance Officer · Palmers Solicitors

    Experience as chief finance officer at a solicitors firm, strengthening profitability, governance, and operating models within a legal services organisation.

  2. Ana Covaliu

    LinkedIn

    Experience: Finance Director · Clio

    Experience as finance director at a legal technology SaaS company, following prior CFO experience at another legal technology firm.

  3. Cecy Graf

    LinkedIn

    Experience: Chief Financial Officer · Stoel Rives LLP

    Experience as chief financial officer of a law firm, overseeing the operational and financial infrastructure supporting legal service delivery.

  4. Hugo Ruiz-Taboada

    LinkedIn

    Experience: Global CFO & Executive Director · vLex

    Experience serving as global CFO of a legal intelligence platform, overseeing finance strategy and post-acquisition integration in legal technology.

  5. Jodie Sweitzer

    LinkedIn

    Experience: Senior Strategic Finance Director · Everlaw

    Experience in a senior strategic finance director role at an AI-powered ediscovery software company serving law firms and legal professionals.

  6. Kirsty Tompkin

    LinkedIn

    Experience: Partner and Director of Finance · Nelsons

    Experience as a finance director at a law firm, building financial management and governance capability and leading budgeting and forecasting processes.

  7. Nicola Baverstock

    LinkedIn

    Experience: Financial Controller · LEAP Legal Software

    Experience as financial controller at a legal software company, managing finance department operations and financial transactions for legal software clients.

  8. Renee Mcdonald

    LinkedIn

    Experience: Director of Financial Planning and Analysis · LawVu

    Experience leading financial planning and analysis at a legal technology company providing a legal operating system for in-house legal teams.

  9. Roopinder Saluja

    LinkedIn

    Experience: Vice President Finance Global Controller · UnitedLex

    Experience as a finance leader and global controller at a legal process outsourcing company, managing FP&A and finance operations for legal services.

  10. Sanchana V Shah

    LinkedIn

    Experience: Director, Strategic Finance · Eve

    Experience leading strategic finance at a legal AI company that supports plaintiff law firms across the case lifecycle.

Choose the right perspective

Match the person to the decision you are investigating. For a legal software business, ask which budgets and operating tradeoffs they owned. For a law firm adopting software, confirm their direct role in selecting, funding or implementing the system.

Questions to take into the conversation

  1. 01Walk me through a budget or forecast you owned. Which assumption changed, and how did you respond?
  2. 02Tell me about two investments that competed for funding. What made you choose one over the other?
  3. 03For a software investment you helped evaluate, which costs were hardest to estimate, and what would you check earlier next time?

About this directory

This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.

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