We help firms use technology to power growth

We help law firms design and implement the systems that power modern client growth -- from CRM strategy to AI-driven relationship intelligence.

The infrastructure behind modern client development

Law firms sit on enormous amounts of relationship, engagement, and client data. What most firms lack is the infrastructure to turn that information into actionable business development insight.
What makes our team different is simple: we've done this work from the inside. Our consultants have led marketing, technology, and CRM initiatives inside Am Law firms, Fortune 500 companies, and global technology vendors.
Our focus is helping firms choose the right technology, implement it successfully, and turn it into measurable business value. We are a woman- and minority-owned consulting firm committed to delivering practical strategy, strong execution, and measurable results.

OUR MISSION

Deep Legal Expertise

We understand how lawyers work and how firms can deploy technology successfully.

Enterprise Scale

Experience implementing platforms inside Fortune 500 companies and global technology organizations.

AI-Driven Intelligence

Applying artificial intelligence to relationship data, marketing, and client development opportunity.

Woman & Minority Owned

A diverse team committed to practical strategy, disciplined execution, and measurable results.

Mount Insights helps firms design and implement the systems that power modern client growth. Our work spans CRM strategy, marketing technology, AI-driven insight, and data architecture — helping firms move from fragmented tools to a unified intelligence platform.

The XXX Behind Mount Insights

Leaders from AM Law firms, global technology companies, and enterprise consulting organizations.

THE TEAM

LEADERSHIP

Michelle Woodyear, MBA

CO-FOUNDER & PRINCIPAL

Helping law firms turn marketing technology and relationship data into strategic growth capabilities.

Previously held leadership roles at Covington and Orrick, and advised large law firms on CRM strategy at LexisNexis. Holds an MBA from Penn State and is a Six Sigma Black Belt, bringing a process-driven approach to solving complex organizational problems.

Djibril Anthony

CO-FOUNDER & PRINCIPAL

Designing the technology architectures that support modern client development and marketing intelligence.

Translates complex business requirements into scalable systems integrating CRM, marketing technology, financial data, and external intelligence across Am Law firms and global organizations.

Greg Gendron

VP, OPERATIONS & AI STRATEGY

Building AI-driven growth platforms for law firms.

25+ years building data-driven marketing organizations and enterprise digital platforms. Previously Senior Director of Marketing at Thermo Fisher Scientific. Leads Mount Insights' AI advisory capability focused on applying AI to marketing and client development.

Platform App Builder

Experience Cloud

Salesforce Admin

Sales Cloud

Salesforce Admin

Six Sigma Blackbelt

Agile Marketing

Marketing Automation

Agentic Strategy

STRATEGY & CONSULTING

Amy Fielek

CONSULTANT - DELIVERY

Turning CRM strategy into successful implementations.

20+ years of consulting experience with dozens of CRM implementations across law firms and professional services organizations. Previously Principal Consultant at Intapp and held leadership roles at Hubbard One and Aderant. Leads Mount Insights delivery methodology.

Karen Campbell

CONSULTANT - STRATEGY

Guiding law firms through complex marketing technology decisions.

25+ years spanning enterprise software, CRM platforms, and digital transformation. Works with CMOs, CIOs, and marketing technology teams to evaluate platforms, define requirements, and guide technology investments toward measurable ROI.

Ted Cromwell

ARCHITECTURE & UX

Designing integrated platforms and user experiences.

25+ years in digital platforms and large-scale system implementations. Previously led digital marketing technology at Orrick. Leads ClientVerse implementations and focuses on designing intuitive experiences that make complex systems usable for lawyers and BD teams.

Tom Kolano, PMP

PROGRAM MANAGEMENT

Keeping complex technology implementations on track.

20+ years and PMP-certified with extensive experience across cloud platforms and enterprise implementations. Has managed multimillion-dollar engagements and led cross-functional teams. Oversees project governance and delivery processes across all Mount Insights engagements.

Seku Browne

SCRUM MASTER & DELIVERY

Bringing clarity and structure to agile delivery teams.

Extensive Salesforce consulting and enterprise implementation experience, including work with Accenture. Translates business requirements into clear documentation, user stories, and implementation plans. Serves as Scrum Master across Mount Insights delivery engagements.

PMP Certified

SAFe 5 Agilist

Delivery & Implementation

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