Jason Findlay Professional services leader · Legal technology

Jason Findlay

Senior Professional Services Leader

I help law firms implement complex legal software and get real value from it. Working in professional services and delivery since 2009.

Jason Findlay
Professional services & deliverySince 2009
Team leadershipConsultants, trainers & project managers
UK & InternationalClient delivery
Implementation to onboardingEnd-to-end delivery
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About

I'm a Senior Services Manager at OneAdvanced, within the Legal business unit, where I lead the Professional Services team that helps law firms implement their systems and get lasting value from them.

My team of consultants, project managers and data migration specialists covers the full OneAdvanced Legal portfolio: IQ Legal, OneAdvanced Legal, PCMS, TimeCapture, Legal Forms, P4W and ALB. We deliver implementation, onboarding, data migration and ongoing success for firms across the UK and internationally.

As the subject matter expert for Legal Professional Services, I advise firms on how to shape their systems around the way they actually work: matter workflows from client inception through KYC and risk checks, onboarding and document automation, to time recording, billing and file closure. The goal is to build compliance and good process into the system from the start, not bolt it on later. That expertise also underpins my work with the commercial team on RFIs, RFPs, scoping and Statements of Work, so what's proposed is genuinely deliverable.

I've worked in legal technology since 2009, starting in front-line support at Tikit and progressing through consultancy, training and project management before moving into services leadership. The software is only part of the equation. The greater challenge is understanding how a firm works and ensuring change is adopted and sustained.

What I do

Areas of focus

The emphasis shifts with each firm, but the work centres on four areas.

01

Professional services delivery

Leading a team of consultants, project managers and data migration specialists across the OneAdvanced Legal portfolio, ensuring delivery stays on track and clients remain well supported, particularly on complex engagements.

02

Implementation and project management

Bringing new systems live with minimal disruption to the business, drawing on years of hands-on experience delivering software implementations end to end for law firms.

03

Data migration and onboarding

Migrating firms onto new platforms and bringing their data across cleanly. Onboarding teams so they can make full use of their investment from day one.

04

Subject matter expertise

Advising firms on how to shape their systems around the way they work: matter workflows, client inception and KYC, risk and conflict checks, document automation and management reporting, with compliance built in from the start. The same expertise informs RFIs, RFPs, scoping and Statements of Work, so what's proposed is deliverable.

Experience

Progressing from front-line support to services leadership, across delivery, implementation and client success.

OneAdvanced 2020 – present

May 2026 – Present

Senior Services Manager

Leading all Professional Services delivery across the OneAdvanced Legal portfolio, UK and international. Managing consultants, project managers, data migration consultants and partners, and acting as subject matter expert for Legal Professional Services.

Apr 2025 – May 2026

Customer Solutions Manager, Support & Professional Services

Led the full P4W services operation, managing the support, training and consultancy teams alongside escalation management and client relationships.

Nov 2021 – Apr 2025

Service Delivery Manager

Professional Services delivery across P4W, ALB, TimeCapture and NetDocuments. Managed consultants and trainers covering implementation, onboarding and training, alongside presales and Statements of Work.

Aug 2020 – Nov 2021

Senior Project Manager

Delivered legal software implementations following the OneAdvanced acquisition of Tikit in 2020.

Tikit 2009 – 2020 · 11 years

Jun 2019 – Aug 2020

Mid Market Project Operations Manager

Led project managers and administrators delivering software implementations to mid market law firms.

Jul 2014 – Jun 2019

Project Manager

Delivered software implementation projects for law firms end to end. Qualified as a PRINCE2 Practitioner.

Apr 2011 – Jul 2014

IT Consultant & Trainer

Provided consultancy and training on legal systems, translating technical capability into practical day-to-day use for fee earners and support staff.

Jun 2009 – Apr 2011

Applications Support Analyst

Front-line application support for legal software, and the starting point for a career in software services and delivery.

Contact

Get in touch

I'm always happy to discuss legal technology, professional services and delivery leadership. LinkedIn is the best place to reach me.

Connect on LinkedIn