Founder & Solution Architect

Kelly Whitfield, Multi-certified Salesforce Professional

Working with her select team of Salesforce certified developers, administrators, and specialists, Kelly has been trusted by dozens of law firms and legal departments to guide their strategic shift toward the cloud. 


Beginning her career selling case management and governance applications to corporate legal departments, Kelly quickly developed a passion for client advocacy beyond the sale. Her unique ability to interpret the needs of a client and construct creative and practical solutions that suit every user level has since propelled her from a front-line sales rep to positions of Project Manager, Solutions Architect, Director, Vice President, and now Principal of her own consulting firm. 


Kelly is a veteran at building consulting practices from the ground up and she possesses the knowledge and intuition to always be at the forefront of the legal cloud technology wave.  Throughout her career, Kelly has had the privilege of working with many Fortune 500 companies across a variety of industries, including UPS, Wal-Mart, Schering-Plough, Home Depot, Bank of America, Shell, Conoco, NetApp, Verizon (formerly EdgeCast), and Caterpillar.  


But when she was recruited to bring her project management and corporate legal software acumen to Advologix, the first legal matter management application built on Salesforce, the world’s leading cloud-based platform, she was hooked.  Kelly has since become a multi-certified Salesforce professional and trusted Salesforce advisor to many law firms.  Although her clients span a variety of practice areas, she has developed a keen interest in, and portfolio of, personal injury and mass tort clients.  By supplying skills-on-demand and guiding the alignment of business objectives with applications on the Salesforce ecosystem, Kelly has empowered her clients to innovate with technology and accelerate growth all while they focus on what they do best – practicing law.  


Kelly is a graduate of the University of Texas at Austin and served as a volunteer Court Appointed Advocate with Child Advocates during her time in Texas.  She now lives in Atlanta, GA with her family

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Consultant & Business Analyst

Joy Dunkin, HIPAA Certified, CSR

 Joy began her career as a court reporter in Texas, where she founded and ran her company.  Throughout her years as a court reporter and business owner, she provided litigation services for civil law and family law attorneys; court reporting services in civil and family law depositions, court hearings, mediations, and trials; as well as reported various types of high-level meetings, hearings, and roundtables for D Magazine, Southwest Airlines, TXDOT, U.S. Patent & Trademark Office, Dallas VA Hospital, Dallas and Fort Worth Sheriff Departments, and multiple area school districts. 


Through Joy’s 15 years in the court reporting and legal industry, she gained invaluable discernment and in-depth insight, providing her an incisive perspective into the consequential tasks, deadlines, expectations, and responsibilities attorneys and their staff face.


Combining her extensive legal services knowledge with her years of Salesforce implementation and application integration experience, Joy strategically designs and builds foundational, efficient processes that streamline our clients' current needs, as well as evolve in tandem with their growth.

  

Joy has been involved with many charitable organizations, including six years working with Winners for Life of Dallas, Texas,  She moved to Atlanta, Georgia in 2017, after residing in Texas for 30 years .  She has three grown daughters, twins who graduated from college in December 2018 and the youngest who recently returned from a four-country mission trip.

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"We would like to express our appreciation for the role that Kelly has played."

"From the beginning, Kelly has demonstrated a high level of customer service. She truly is a relationship manager with a gift for navigating difficult situations and coming up with creative solutions."


- Starbucks Director of Corporate Counsel, Legal Records Coordinator, IT Project Manager, IT Senior Buyer