Insuraprise, Inc. v. Universal Fidelity Life Insurance Company, et.al.,

Cause No: D-1-GN-18-003277
Jurisdiction: District Court of Travis County, Texas, 459th Judicial District
Description: Consulting and testifying expert witness in case involving allegations of trade secret misappropriation related to software providing online, automated independent sales of medigap-type insurance.
Years: 2022

Practran, LLC v. Nathaniel Lee Thompson, et.al., 

Cause No: D-1-GN-22- 007272
Jurisdiction: District Court of Travis County, Texas, 455th Judicial District
Description: Consulting and testifying expert witness in case involving alleged trade secret misappropriation and breach of employment agreement related to proprietary systems and software for managing the marketing and sale of medical and dental practices.
Years: 2023

Lewis and Clark Outdoors, Inc. vs. L.C. Industries, Inc.

Cause No: 5:07-CV-05164-JLH
Jurisdiction: United States District Court for the Western District of Arkansas, Fayetteville Division
Description: Consulting and testifying expert on state court case involving infringement/theft of trademark and trade dress.
Years: 2009

SFA Systems, LLC vs. Bigmachines, et al.

Cause No: 6:10-cv-300-LED
Jurisdiction: US District Court for the Eastern District of Texas, Tyler Division
Description: Consulting and testifying expert for Plaintiff in case involving infringement of patent related to sales force automation systems and software.
Years: 2010 2011

SFA Systems, LLC vs. 1-800-Flowers.com, Inc., et al..

Cause No: 6:09-cv-340-LED
Jurisdiction: US District Court for the Eastern District of Texas, Tyler Division
Description: Consulting and testifying expert for Plaintiff in case involving infringement of patent related to sales force automation systems and software.
Years: 2010 2011

Bridgetree, Inc. et al. vs. Red F Marketing LLC et al.

Cause No: 3:10-cv-228-FDW-DSC
Jurisdiction: US District Court for the Western District of North Carolina
Description: Consulting and testifying expert for Defendants in Federal Court case involving alleged misappropriation of software trade secrets and copyright infringement.
Years: 2011 2012 2013

John M. Velasquez et.al. v. TSG Resources, Inc.

Cause No: D-1-GN-16-001713
Jurisdiction: District Court of the 200th Judicial District, Travis County, Texas
Description: Consulting and testifying expert for the Plaintiff in case involving software contract performance related to advanced CRM software for the healthcare industry.
Years: 2016

Pulsepoint, Inc. and UnsubCentral, Inc. v. Optizmo Technologies, LLC.

Cause No: D-1-GN-11-001510
Jurisdiction: 33rd Judicial District of the State of Texas, Travis County
Description: Consulting and testifying expert for plaintiff in case involving alleged misappropriation of software trade secrets.
Years: 2013

Think Tech Labs v. McLabs, LLC d/b/a APTO, et.al..

Cause No: CGC 14-540497
Jurisdiction: Superior Court of California, County of San Francisco
Description: Consulting and testifying expert for Plaintiff in trade secret and intellectual property case involving CRM software for commercial and residential real estate.
Years: 2016

Dunster Live, LLC. v. Lonestar Logos Management Company, LLC.

Cause No: 1:16-cv-968-LY
Jurisdiction: United State District Court for the Western District of Texas, Austin Division
Description: Consulting and testifying expert witness in trade secret and corporate ownership case involving CRM and information management software related to DOT highway sign and advertising management.
Years: 2018

Agency MVP, Inc. v. Farmers Group, Inc. and Farmers Insurance Exchange.

Cause No: 067-304315-18
Jurisdiction: 67th Judicial District Court, Tarrant County, Texas
Description: Consulting and testifying expert in case involving breach of contract and misappropriation of trade secrets related to insurance sales lead optimization technology/software.
Years: 2019