Not every legal department needs to build the team. Some need to borrow one.
Swiftwater’s Managed Services practice, led by Jeannine Puello, provides ongoing operational leadership for legal departments that need experienced people running the function, not just advising on it.
PMaaS · Contract Operations · Vendor Management · Third-Party Risk · Matter Management · IP Renewals · Americas · EMEA
The Challenge
The resourcing gap never closes on its own.
Legal departments face a persistent operational problem: too much work for the permanent team, not enough budget for full-time hires, and often the wrong skills mix for the transformation already underway. External firms come in, give recommendations, and leave. Internal hires take months to onboard before they can contribute meaningfully.
The gap between where you are and where you need to be does not close with advice. It closes with operational leadership, experienced people who show up, run the function, and deliver against your objectives without requiring constant direction.
Where the resourcing model breaks down
Permanent team overwhelmed by volume, no capacity to run transformation alongside business-as-usual
Full-time hires budgeted but not approved, or approved but not yet onboarded
Skills gap in program management, vendor oversight, or technology operations
Advisory firms deliver recommendations, then leave the legal team to implement alone
Continuous operational coverage needed, not just project-based engagements that create dependency then disappear
Services Offered
Each engagement begins with the service
that matches your immediate need.
Many clients begin with one service and add others as the relationship deepens. Each service below is available as a standalone engagement or as part of a broader managed services program.
01
Managed Bill Review
Systematic review and validation of outside counsel invoices against billing guidelines, agreed rates, and matter scope. Reduces outside counsel costs without replacing your panel or disrupting existing relationships.
02
PMaaS: Program Management as a Service
Senior program management embedded in your legal department on an ongoing basis, delivering structure, governance, and accountability without the overhead of a permanent hire.
03
Contract Operations
Ongoing management of your contract function: intake, routing, negotiation support, execution tracking, and obligation management. Keeps the contract pipeline moving without burdening your core legal team.
04
Legal RFP Execution
End-to-end management of outside counsel panel reviews and matter-specific RFPs, from brief development and vendor outreach through evaluation, scoring, and selection.
05
Vendor Management
Ongoing management of outside counsel and legal technology vendor relationships, including performance reviews, rate negotiations, panel maintenance, and guideline enforcement.
06
Third-Party Risk Management
Ongoing TPRM oversight for legal, procurement, and compliance programs, maintaining vendor risk assessments, due diligence workflows, and regulatory documentation at scale.
07
Ongoing Matter Management Support
Day-to-day matter tracking, status reporting, and data hygiene within your ELM system, keeping your matter management platform accurate and your team focused on legal work, not system administration.
08
Reporting & Analytics
BI dashboards and spend analytics designed, built, and maintained by Hafid Karama, Swiftwater's Business Intelligence Lead, turning your legal system data into decisions rather than noise.
09
IP Renewal Execution
Ongoing management and execution of IP portfolio renewal obligations across EMEA, Americas, and APAC, ensuring no renewal is missed and your IP assets remain protected.
The Swiftwater Difference
We don’t advise and leave. We run it.
Most external support models give you recommendations and exit. Your internal team is then left to implement them, with the same constraints that made external support necessary in the first place. The recommendations are often sound. The execution gap is where value gets lost.
Jeannine Puello ran legal operations from inside AT&T and Verizon, two of America’s most operationally complex enterprise environments. She has built and run the function, not just consulted on it. That operational credibility is what Swiftwater’s managed services clients get: people who have held the accountability, not just analysed it from the outside.
Engagement Models
Full Managed
Swiftwater operates the legal ops function end-to-end. Your team focuses on legal work. We handle the operational infrastructure.
Co-Managed
We integrate with your existing team, filling capability gaps, running specific workstreams, and providing senior oversight where you need it most.
Project-Based
Defined-scope engagements for specific operational needs: RFP execution, vendor program setup, contract operations launch, or PMaaS for a transformation initiative.
Understanding the Models
How Swiftwater compares to staffing providers and ALSPs
Most GCs and Legal Ops leaders have worked with staffing providers or alternative legal service providers at some point. Each model has a place. Here is how to know which one fits your situation.
Model 1
Staffing Providers
Works well for
- Filling a defined role quickly
- Short-term coverage or backfill
- Specific, bounded skill gaps
Worth knowing
- You manage the work; they supply the person
- No program methodology comes with the placement
- Quality varies by individual; continuity depends on availability
- No built-in technology or analytics capability
Model 2
ALSPs
Works well for
- High-volume, commodity legal work at scale
- Document review, e-discovery, routine contracts
- Organizations needing offshore cost arbitrage
Worth knowing
- Designed for volume, not strategic transformation
- Rotating teams reduce relationship continuity
- ELM, CLM, eBilling, project management and technology support aren’t core services, treated as a staffing job
- Engagement model favors scale. Smaller mandates are deprioritized
Model 3
Swiftwater
What you get
- Led by senior practitioners with in-house operating experience, not just advisory credentials
- Appropriately trained SMEs and junior staff provided where the work demands it
- The right fit for every engagement, not practitioners learning on your budget
- Program methodology built in, not added at extra cost
- ELM, CLM, and eBilling integration capability on the same team
- Flexible engagement models: full managed, co-managed, or project-based
- We also have a managed and trained offshore bench to provide round the clock support and cost-effective services, where needed
Right for
Legal departments that need operational leadership, not just coverage, where continuity and fit matter as much as the service delivered.
The Practice Team
People who have run it ,
not just advised on it.
Every practitioner in Swiftwater’s Managed Services practice has operated in-house, not only consulted to one. That experience shapes how they work, and why clients keep them.
Jeannine Puello
Managed Services Lead & Senior PM
Jeannine runs what others only implement. Her legal operations experience comes from inside Verizon and AT&T’s legal departments, not from advising them. She leads the Managed Services practice and provides clients with named operational leadership across billing oversight, vendor management, matter operations, and program delivery.
Bob Frostad
PMO Director
Bob builds the program management infrastructure that turns strategy into delivered outcomes. With 30+ years of experience including 15+ at Microsoft and a Director role at Kroll Information Management, he brings PMO methodology and governance discipline that keeps complex managed engagements on track and on budget.
Hafid Karama
Business Intelligence Lead & Senior PM
Hafid turns your legal system data into decisions. With in-house and consulting experience across ELM implementations, he builds and maintains the reporting and analytics layer that tells clients what their legal operations are actually doing, and where to focus next.
Ed Craft
Chief Information Officer
Ed provides the technical backbone behind every managed engagement. With 30+ years of enterprise technology experience, including 23 years at Microsoft across Director, Product Management, and Architect roles, he oversees systems integration, Azure infrastructure, and the AI layer that powers Swiftwater’s more advanced managed services.
Gary Wheeler
CLM & AI Lead
Gary has built and operated commercial contracting programs from inside the legal departments of Fortune 500 companies (including Home Depot and Cox), not just advised on them. He brings in-house operating credibility and consulting methodology to contract operations and AI-powered legal workflows.
Start the Conversation
Not sure which model fits? That’s the first conversation.
Most engagements start with a 30-minute call to understand what you actually need: the volume of work, the skills gap, the timeline pressure, and the budget reality. From that conversation, Jeannine can recommend whether full managed, co-managed, or a project-based engagement is the right fit.
There is no minimum commitment and no pressure to scale. Many clients start project-based and expand the engagement as the value becomes clear.
Book a Discovery Call with Jeannine →Also relevant to this practice
Reduce Legal Spend
→Managed services clients often add ongoing spend oversight: eBilling operations, vendor rate management, and invoice review as a continuous service.
Implement Legal Technology
→We implement the systems and then operate them. Swiftwater can handle both the ELM/CLM implementation and the ongoing managed operations in a single engagement.
IP Management
→IP renewal execution and portfolio operations are a natural extension of managed services, the same operational model applied to your IP calendar.
Next Step
What would your legal department accomplish if the right people were focused on the right work?
A 30-minute discovery call with Jeannine Puello gives you a clear picture of what operational support would actually look like for your department, and which engagement model makes the most sense.
No commitment. No pitch deck. Just a direct conversation with a practitioner.