Leadership Team

With decades of combined experience in the legal and technology communities, we’ve got a well-seasoned team at the helm.

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Tammy Carter
Chief Executive Officer

Tammy Carter is the Chief Executive Officer of File & ServeXpress. She leads the company’s vision, strategic direction, and executive decisions.

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 eFiling and its impact to court and legal clients that is unprecedented in the industry. Carter brings 30-plus years of client management, IT applications, and public sector experience and over 15 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 200,000 registered filers today, she insists on continuing to build upon the foundation of the business – ensuring timely filings, system reliability, listening to and addressing client needs, and fostering relationships.

Prior to assuming the CEO position, Carter 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 implementations, 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.

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

Kendall Miller

Kendall Miller
Chief Operating Officer

Kendall Miller is the Chief Operating Officer for File & ServeXpress. He leads the daily operations of the company.

Miller is responsible for implementing the company’s business strategy and is responsible for the Sales, Marketing, Product Management, Information Technology, Client Services, and Internal Business Systems of FSX. He works with the company’s business leaders to translate the company’s vision into daily actions, ensuring the company consistently exceeds customer expectations.

With more than 25 years of business and IT experience, including 20 years in Software-as-a-Service companies, Miller brings a tradition of reliable service delivery to FSX. He is passionate about the complete user experience from start to finish, focusing on continuous improvement to enhance the value of our services through a steady stream of seamless updates.

Prior to File & ServeXpress, Miller founded Gibraltar Software – a software product company that provides high-volume software diagnostics for customers world-wide. At Gibraltar Software, Miller was responsible for delivering an always-available service with tight performance expectations, providing an ideal environment to hone his skills at both product development and operations. This built on his experience as Chief Information Officer of Benelogic, LLC., a SaaS company providing employer benefits administration services nationally since 2000. Miller also worked at John Deere for six years, where he learned the core values of integrity, quality, commitment and innovation. He brings these lessons learned and important values to effectively manage the IT organization at FSX and support the growing needs of the company’s legal and judicial clients.

Miller has a Bachelor of Science in Computer Engineering from the University of Illinois, Urbana-Champaign.

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Sara Collins
Vice President of Product Management

Sara Collins is the Vice President of Product Management at File & ServeXpress. In this role, she is responsible for managing the product roadmap and working with the development team to bring new features to the market. Collins acts as the primary bridge between the end business users and our technical and development teams.

Additionally, Collins collaborates with key stakeholders to research, plan, prioritize, and deliver new products, product enhancements, remediation, and design. Sara also directs and manages the Marketing team in product launch campaigns and all internal and agency marketing efforts.

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.

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, IT Services and Support Manager, and Vice President of Client Operations.

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.

David Small

David Small
Vice President of Business Development 

David Small is the Vice President of Business Development, leading FSX in their continued effort to bring secure case, document, and party management solutions to courts and law firms nationwide.  

In his role, Small’s key responsibilities include working with our executive team to support established strategies for sales growth, personally driving and cultivating new relationships, hiring, training, and managing a talented business development team, and supporting our existing account management team as they cultivate additional sales growth. His wealth of hands-on experience in both the legal and technology industries give him a unique perspective on the industry and how FSX can continue to grow within it. 

Small joined File & ServeXpress in 2022, following a combined 17+ years of experience at Law360 and LexisNexis. In his years working his way up the leadership ladder from individual contributor to National Sales Manager, Small honed his skills in people and product management, problem-solving, and collaboration. Small values learning, strength-based development, team collaboration, and autonomy, and models these values in his work and at home.  

Small brings to FSX a special talent for creating and nurturing sales teams that produce results – through his career, he has individually sold over $50M in products and services. His teams have generated over $100M in sales. He values authenticity and a personal understanding of how he can help his clients and his teams succeed. His unparalleled skill for scoping out and maximizing on new growth opportunities make him an excellent fit to lead File & ServeXpress into a new phase of business. 

Small graduated from American University in Washington, D.C., a city he calls a “terrific place to live.” He currently resides in San Diego, CA.

Joy Wood

Joy Wood
Vice President of Client Services

Joy Wood is the Vice President of Client Services for File & ServeXpress. She is responsible for overseeing all FSX client-facing teams including Client Services, Training & Education, Account Management, and Application Operations.

Wood is at the forefront and leadership of service delivery to our national clients. She is the key advocate for our customers, and her primary objective is to ensure the highest level of customer satisfaction for all FSX court, agency, law firm, and public clients. She has the leadership skills and proven abilities to manage the people and processes necessary for outstanding client service.

Wood’s teams not only focus on supporting immediate requests from customers, but also anticipating future needs. The FSX Customer Support Team is responsible for listening to our customers to understand their business practices and driving service delivery through business and technology initiatives. Her team monitors statistics such as customer wait times, metrics to identify repetitive issues, and tracks industry leaders and known performance indicators to measure our success and continually raise the service delivery bar for our judicial and legal clientele. At the end of the day, Wood understands that without client satisfaction and loyalty, FSX has not achieved its primary objective.

With more than 25 years of leadership and business success, Wood has a proven track record in mentoring staff, award-winning service recognition programs, and cultivating strong relationships with clients, peers, and staff. She strategically coordinated, planned, and managed enterprise-wide, complex conversions of the Core banking system in partnership with key vendors and stakeholders. She was known and respected for fostering numerous long-term relationships, implementing innovative online and mobile services to bank clients, responding to customer feedback, and following through on commitments.

Prior to joining FSX, Wood served as Vice President of E-Commerce for a 1.6-billion-dollar Credit Union in the DFW area. In 1994, she played an instrumental role in the creation of their first call center and later united multiple operational and processing teams to form the E-Commerce department.

Brock Rogers

Brock Rogers
Vice President of Information Technology

As the Vice President of IT at File & ServeXpress, Brock Rogers is responsible for FSX’s Product Operations and Product Development teams, which comprise a mix of FSX employees and specialized contractors. His work leading the Product Operations team ensures that FSX’s Azure-hosted SaaS platform is secure, reliable, and scalable, while his leadership of the Product Development team is centered on creating industry-leading software solutions that our customers love.

Rogers is adept at translating requirements from the business team to produce high quality products in a timely fashion. His extensive experience troubleshooting large scale systems helps him to provide accurate and timely resolution to any system incidents at FSX, ensuring we provide a secure and reliable product to all of our users.

Rogers has been an integral part of the FSX team since 2021, bringing with him over 20 years of experience in the financial technology space designing highly scalable solutions that are extremely secure and support high transaction volume with minimal latency. Additionally, Rogers values mentoring junior team members, and is passionate about fostering a healthy, productive environment where teams make and meet commitments. Prior to joining FSX, Rogers spent over a decade in software development, honing his programming and product development skills for a variety of products.

Rogers ensures FSX Information Technology services are developed, deployed, and operating reliably for internal and external users, and oversees changes to FSX environments to keep the platforms up to date with current industry best practices. Additionally, Rogers provides proactive plans, ensuring FSX has appropriate backup and business continuity plans in the event of a data or system loss.

Rogers earned his Bachelor of Science in Computer Science from Washington State University.

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James Phillips
Vice President of Business Systems

James Phillips is the Vice President of Business Systems for File & ServeXpress, where he is responsible for managing all IT Development and Operations, as well as key court stakeholder relationships. Phillips works closely with the company’s Chief Operating Officer to fulfill FSX’s objective for holistic and exceptional customer service by delivering internal business systems that bring high value to FSX teams needing data and analytics to meet client needs, support client objectives, and ensure client satisfaction.

Phillips has a strong work ethic, and often collaborates court IT teams to implement and support FSX eFiling integrations including, but not limited to, the Washington, D.C. Superior Courts, Fulton County State Courts, San Francisco and Contra Costa Superior Courts, and the Delaware State Courts.

Phillips is the primary liaison among executive management team, enterprise architect, and IT development and operations for the company. He is depended upon to translate critical client business needs for his technical teams to deliver high-quality, reliable, and secure eFiling solutions.

Phillips has a rich history with FSX, having worked closely with the infrastructure team to direct the migration and consolidation of several distributed systems and networks into 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 the company forward.

Having begun his career with Google at the start of their interior panoramic imagery initiative, Phillips has more than a decade of IT consulting experience. Phillips holds a Bachelor of Arts degree from the University of Texas in San Antonio.

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Patty Housel
Controller

As the Controller for File & ServeXpress, Patty Housel fulfills a vital function for our Finance & Accounting Department. Housel 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, Housel 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.

Housel 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, Housel
benchmarks operating results in terms of profitability and identifies trends impacting the effectiveness and financial wellbeing of FSX’s operations. In addition to financial management, Housel 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, Housel’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.

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Tracie Taylor
Manager of Human Resources & Administrative Support

In her role as the Manager of Human Resources (HR) and Administrative Support for File & ServeXpress (FSX), Tracie Taylor is responsible for overseeing human resource relations and administrative support management for the company.

One of Taylor’s key roles is to manage all aspects of HR workforce planning and employment, employee onboarding, benefits selection and coordination, 401(K) administration, policy development, employee relations, addressing staffing and employee needs as well as managing daily administrative needs of the office and executives. Taylor oversees human resources for the FSX business where she focuses on recruiting and retaining talented professionals and information technology experts to assist the growing demands of the market as the company expands services to law firms and courts nationally.

Taylor brings more than 11 years of HR and 29 years of business experience from Affiliated Computer Systems (ACS) and Xerox to FSX. ACS was a global provider of business process and information technology and fortune 500 company based in Dallas that was acquired by Xerox in 2010. From ACS, Taylor gained tremendous experience working with the company’s Founder and executive officers in strategic planning decision making, employee leadership development, acquisition and diversification strategies, IPOs, implementing operational excellence programs which ultimately resulted in double-digit revenue growth for ACS for 17 consecutive years.

Taylor has worked for FSX more than four years. She brings a solid business administration and operations management background to FSX with a proven ability to collaborate with the executive team and increase employee and client satisfaction. She has the professionalism and experience necessary to set, ensure, and lead our employees to a high standard and expected level of excellence needed by our legal and judicial clients. She works every day to lead her teams to meet the company’s strategic objectives. Taylor has a passion for people, which makes her an exceptional asset to the FSX team and clients.