Leadership Team

Tammy Carter

Chief Executive Officer

Tammy CarterTammy Carter is the Chief Executive Officer of File & ServeXpress. She leads the company’s strategic direction, daily operations, and the implementation of corporate goals.

Having founded CaseFileXpress in 2002 (one of the pioneers in eFiling that merged with File & Serve to form File & ServeXpress) Carter provides an understanding and knowledge of document exchange and its impact to court and legal clients that is unprecedented in the industry. Carter brings 30-plus years of software development, client management, public sector experience and also 14 years of eFiling industry expertise to File & ServeXpress.

Carter’s leadership is driven by her desire to listen to the challenges of stakeholders, including judges, attorneys, and court clerks and resolve those challenges with high-quality client support and software delivery. Even with a client base that has grown from just a few thousand at the start to more than 190,000 registered filers today, she insists on continuing to build upon the foundation of the business – front-line client support, complete training, innovative solutions, and fostering relationships.

Prior to assuming the CEO position, Tammy served in roles including the General Manager, and Vice President of Government and Legal Services of File & ServeXpress, and President of CaseFileXpress. She is a frequent writer and presenter on legal eFiling, court implementation and law firm automation, and has personally trained thousands of attorneys, paralegals, and court personnel in the use and benefits of eFiling. This involvement allows her to stay current on the needs of File & ServeXpress clients.

Tammy is a graduate of California State University, Sacramento (CSUS) with a Bachelor of Science in Business Administration with a concentration in Management Information Systems.

Sara Collins

Vice President of Client Service Operations

Sara CollinsSara Collins is the File & ServeXpress Vice President of Product Development and Support. In this role, she is charged with directing support for the File & ServeXpress product suite.

Collins is well regarded within the organization for being solutions oriented and having strong client management and leadership skills, combined with in-depth product knowledge of eFiling and eService solutions. These attributes guide the production support teams to quickly and skillfully construct new court configurations, rapidly resolve client issues, enhance product offerings, and continually improve existing solutions.

Since first stepping into the industry in 2006 as a Court Solutions Specialist for LexisNexis File & Serve prior to the merger, she has attained a diverse background of experiences that provide her with a broad understanding of client needs. She gained invaluable experience on the first statewide eFiling implementation for Colorado where she was an Account Manager working closely with the judges, clerks, and court staff. She has been promoted from within the company in multiple progressive roles including — Project Manager, Senior Product Management Consultant, Solutions Architect Manager, and IT Services and Support Manager.

Prior to joining the company, she spent several years with Caleel + Hayden in Denver and Boston acquiring tactical experience in sales, marketing and product development.

Collins holds a Bachelor of Science in Business Administration in finance and marketing from the University of Denver, and studied abroad for one term at American Intercontinental University in London. Additionally, she is a Certified Scrum Product Owner (Scrum Alliance), holds a Pragmatic Marketing Certification from Product Management Requirements that Work, a Product Management Professional Certification from the Project Management Institute, and a Masters Certificate Applied Project Management from Villanova University.

Jerome Haltom

Vice President of Enterprise Technology

Jerome HaltomAs the VP of Enterprise Technology for File & ServeXpress, Jerome is responsible for continually seeking opportunities to improve the reliability, security, optimization, and performance of our applications and systems. In addition, he is the leader of new development and innovation. His expertise and diverse background in IT infrastructure and application systems, as well as his knowledge of transformative and innovative technologies, enable him to align the company’s strategic and technology direction to meet the future needs of our clients.

His capabilities for designing enterprise architectures combined with his enthusiasm and passion, ensure he is constantly setting the standard for technical excellence among his team members. He is the key driver for technological innovation within the organization.

James Phillips

Vice President of Information Technology

James PhillipsIn his role as Vice President of Information Technology, James is responsible for managing key stakeholder relationships, software development, and delivery processes for File & ServeXpress. A major part of his role, and his ultimate objective, is to ensure FSX meets its commitments to clients and exceeds client expectations. To do so effectively, James combines his technical subject matter expertise with his advisory skills to align the company’s software solutions and services with client priorities. James works closely with the company’s Vice President of Enterprise Technology to strategically fulfill FSX’s vision for technological innovation, while delivering client value that is unprecedented in FSX’s industry. Additionally, James collaborates with FSX’s product and client support teams to communicate and assure that FSX’s plans for expansion align client delivery with internal training and product support.

James has a rich history with FSX. He worked with FSX’s infrastructure team as a consultant to direct the migration and consolidation of FSX’s various distributed systems and networks to a single Dallas-based data center. He leverages his authoritative expertise and detailed knowledge of FSX’s systems, products, and business processes to provide leadership and innovation to drive FSX forward. Having begun his career with Google at the start of their interior panoramic imagery initiative, James has more than eight years of IT consulting experience and holds a Bachelors from the University of Texas in San Antonio.

Patty Housel

Controller

Karon Long

As the Controller for File & ServeXpress, Patty fulfills a vital function for our Finance & Accounting Department. Patty is responsible for the accounting operations of the company including cash management, production of periodic financial reports, maintenance of accounting records, and ensuring our controls and budgets are designed to mitigate risk, enhance the accuracy of the company’s reported financial results, and ensure that reported results comply with generally accepted accounting principles.

In addition to her core responsibilities, Patty is also responsible for developing financial strategies, high-level financial reporting to the company’s Board of Managers, regular budget consolidation and forecasting, improving efficiencies and reducing costs across the business operation, debt management and collections, working with company auditors, ensuring compliance with statutory law and financial regulations, and payroll processing.

Patty works closely with the company’s management and CEO to share financial reports and analysis findings to support each departments goals and objectives including sales, marketing, account management, and business development; IT operations and development; human resources; and call center operations.

Through the collection, analysis and interpretation of various statistical and accounting information, Patty benchmarks operating results in terms of profitability and identifies trends impacting the effectiveness and financial well being of FSX’s operations. In addition to financial management, Patty also acts as team leader, managing and monitoring the work product and duties of the accounting team, including accounts payable, accounts receivable and billing reconciliation.

Using her solid grasp of business finance theory and practice, developed over 35 years of experience across a broad spectrum of accounting environments, including global Fortune 500 companies, Patty’s invaluable financial expertise and professional insight have enabled her to make impactful contributions to improve and streamline standard operational procedures and policies adopted throughout the company.