Constantly seeking technical knowledge. Curious about the ever evolving challenges
businesses struggle with daily. Jason Jones converts those problems to opportunity.
As a veteran technology enthusiast, I invite you to start a conversation
and lets begin your next project.
Solutions-Consultant | Sales-Engineer | Tech-Evangelist
Most Recent Spotlight
2024 – Present: Sales-Engineer/Solutions Solutions-Consultant, Elite(Thomson-Reuters)
Architect API and AI solutions for buisness automation and reporting. -Evangelized AI and document automation in enterprise law.
2021 – 2023: Sales-Engineer, Intapp
Launched DealCloud Teams module (market-first). API integration with MS for modern work experience leveraging MS Teams.
2015 - 2021: Sales-Engineer, Thomson Reuters
Delivered over $300M in revenue-influencing demos at Thomson Reuters
2011 – 2015: Systems-Architect, Butler-Snow
Designed and implemented SharePoint portals, onboarding tools, and eDiscovery systems. Created custom integrations using .NET and PowerShell Built eDiscovery and lititagion support pricing models. Trained attorneys on litigation tech platforms.
Achievements
1000 hours: AI and Prompt Engineering
Understanding of LLM and implementation of AI to compose documents, assist with Time Entry, and document assembly with AI assisted responses.
1,000,000 code lines: written to date over 1 million lines of code.
Built autonomous agents to work with legal staff.
2000 demo hours
More than 2000 demo hours influencing ERP, ECM, and CRM solutions.
1200 client facing meetings
Speak to and deliver complex software presentations to law firm stakeholders.
100 automated business processes
- Document Assembly
- Report Notifications
- 3E Elite business processing
$1,000,000,000 billion lifetime sales
influenced decisions with product lead demos. Provide consultative selling to solve problems
Employment Summary
| Title | Company | Years | Focus |
|---|---|---|---|
| Solutions Consultant | Elite 3E | 2021 – Present | Legal financial systems, automation, and integration |
| Senior Solutions Consultant | Intapp | 2021 – 2023 | DealCloud, SharePoint, Teams collaboration tools |
| Sales Engineer | Total Expert | 2021 | MarTech demos, mortgage lending marketing journeys |
| Sales Engineer | Thomson Reuters | 2015 – 2021 | LegalTech demos, sales support |
| Systems Architect | Butler Snow LLP | 2011 – 2015 | SharePoint portals, onboarding, and eDiscovery |
| Account Executive | Wolters Kluwer | 2007 – 2011 | Financial systems, regional sales, client events |
| Sales Coordinator | Puckett Machinery | 2004 – 2007 | Reporting, marketing, CRM, AS400 tools |
| Application Analyst | AmericanHealthTech | 2000 – 2002 | Healthcare software installs, training, support |
| Programmer | CSC / UMMC | 1999 – 2000 | HL7 interfaces, insurance claims automation |
Jason P Jones - converting problems into opportunities; delivering solution based stories solving business problems.
Career Timeline
Employment History
Elite, 3E Solutions Consultant
Delivered legal financial system demos supporting $1M+ deal values
Built custom integrations using Elite 3E, REST/OData, and Power Automate
Developed automation scripts for timekeeping, billing, and onboarding workflows
Configured Elite modules and surfaced data in SharePoint portals and dashboards
Supported client adoption through technical consultation, presentations, and training
Elite Solutions Consultant
- Delivered demos supporting $1M+ software sales
- Built Elite 3E integrations with SharePoint and Power Automate
- Automated billing, onboarding, and timekeeping workflows
- Supported adoption via technical consultations and training
Intapp, Sr. Solutions Consultant
Launched DealCloud Teams module (market-first)
Led $1M+ in annualized contract value demos
Developed SharePoint integrations and Teams collaboration features
Supported sales teams with app configuration, technical presentations, and client support
Problems Solved
- Need to modernize M365 Journey
- Gaps leveraging tech stack
- Automating business process
- Missing automation for business flows, implementation of Microsoft, Power Platform
Sales Engineer | Jul 2015 – May 2021
- Drove $20M+ in sales across legal and compliance sectors
- Presented 2000+ demos; led enterprise proof-of-concepts
Systems Architect | Jun 2011 – May 2015
- Implemented SharePoint portals, onboarding flows, eDiscovery
- Created automation tools for HR, IT, and accounting systems
- Developed pricing models and trained legal staff
Account Executive | Jun 2007 – Feb 2011
- Owned a $1.2M software territory across financial institutions
- Led sales presentations, negotiations, and regional summits
- Expanded customer base via solution-based consultative sales
Roles & Responsibilities
- Developed and configured enterprise solutions using Power Platform, .NET, REST/OData
- Delivered $1M+ demos for Elite 3E and DealCloud platforms
- Integrated Microsoft 365, SharePoint, Teams with legal tech systems
- Created automation for billing, onboarding, and timekeeping
- Led client consultations, technical workshops, and adoption sessions
- Liaison between legal/IT to translate requirements to technical workflows
- Designed SharePoint portals, eDiscovery, onboarding automation
- Integrated HR, billing, and identity systems via APIs
- Maintained governance and compliance with security protocols
- Owned $1.2M+ territory; sold enterprise legal and banking solutions
- Led strategic presentations and negotiated complex contracts
- Collaborated with pre-sales engineers and account teams
- Expanded client base through discovery and upsell strategy
- Produced sales and marketing reports via AS400, Access
- Organized events, demos, and inside sales activities
- Created promotional materials and supported CRM updates
- Configured financial and clinical modules for healthcare clients
- Led national training for billing and GL software
- Provided post-go-live technical support and best practice consulting
Milestone Achievements
| Milestone | Summary |
|---|---|
| Elite 3E Extensions | Engineered legal financial automations via Power Platform and OData |
| Strategic Demos | Influenced $300M+ in software sales at Thomson Reuters |
| Portal Solutions | Built onboarding and eDiscovery tools (Concordance, OnePlace) |
| Banking Software Sales | Closed $2M+ across 200+ institutions at Wolters Kluwer |
| Process Automation | Automated win/loss tracking, sales analytics, billing processes |
| Cross-Industry Impact | Delivered scalable solutions for legal, finance, and healthcare |