“It is literally true that you can succeed best and quickest by helping others to succeed.”
—Napolean Hill

Culture is the intersection of our individual and organizational character. Healthy culture is a force multiplier. Our founding core value is respect, an outward expression of honesty and service.

Learn more

Gemini Leadership Team

Dan Mora

Founder and CEO

Dan Mora founded Gemini Legal in 2004. He refers to himself as a servant leader in training, and is committed to principled development of individuals and communities. Interests include blockchain technology, history and mechanics.

Tony Daugherty

President

Tony Daugherty leads through a servant and empowering approach; improved operating results with strict financial controls and Lean management strategies. Tony joined Gemini in 2016. Tony is an avid adventurer, with a personal goal to reach Base Camp on Mt. Everest in 2022.

John Blake

Director of Sales

John Blake is part legal tech geek, part sales guru/coach. John leads Gemini’s sales team with their exceptional service of medical records, e-filing and service of process to the legal market. John joined Gemini in 2020. He enjoys golf and exploring wine varietals.

Justin Castillo

Director of Engineering

Justin Castillo specializes in web software development, system architecture and project management. He has worked with Gemini as a consultant and employee since 2018.

Heather Maes

Financial Controller

Heather Maes joined Gemini in 2014. She leads Gemini’s finance team, focused on payroll, finance, business development, planning, budgeting and forecasting. Beyond forecasting and analyzing, Heather enjoys exploring national parks with her family.

Ashleigh Rivera

Director of Operations

Ashleigh Rivera manages people and processes in a purposefully-lean value stream. Expertise includes problem solving, project planning, change and time management to support Gemini’s vision. She likes traveling and DIY projects with family. Ashleigh joined Gemini in 2010.

Frank Smithson

Director of Product

Frank Smithson’s strengths are knowing when, where and how to implement process improvements in the world of business development, emphasizing in technology, sales and personal development. Frank joined Gemini in 2009. His other interests include hunting and backpacking.

Jeff Pierce

Corporate Trainer

Jeff Pierce develops and delivers training focused Gemini’s core values, culture and lean business model. He is an avid trail runner and an active member of the F3 men’s leadership development group. Jeff has been with Gemini since 2007.

Joseph Bulleri

Civil Operations Manager

Joseph Bulleri joined Gemini 10 years ago, working in various positions within operations. Joe is an avid outdoorsman and enjoys spending time in nature with his wife and daughter.

Lisa Crump

Operations Manager

Lisa Crump started with Gemini in 2014 in order entry. She currently manages Gemini’s operations teams. Her personal interests include casual hikes, overall fitness and traveling with her family in their RV. Her favorite destination is Texas, where her grandchildren reside.

Tamara Doney

Marketing Manager

Tamara Doney appreciates innovative business, strong content and measured results. She develops and implements Gemini’s marketing strategy and initiatives. Tamara joined Gemini in 2021.

Mike Wojciechowski

AR/Legal Manager

Mike Wojciechowski leads Gemini’s accounts receivable team. Mike is skilled in negotiation, claims, lean management and CRM. He has an associate’s in risk management and is a certified Self-Insurance Administrator by the state of California. Mike joined Gemini in 2011.

Our Mission

Our will and hope

We deliver on our mission through principled, personal leadership. We embrace and meet our clients’ true needs by providing a safe, stable and competitive work environment where employees, clients and vendors enrich ​their community and themselves personally and professionally.

Ethics & Integrity

Integrity is about purpose

Gemini is clear about our purpose. We serve our clients’ needs with the highest ethical standards. Our clients trust that we will never expose them with careless work products or practices.

Dan Mora

A note from our founder

 

Gemini and the Communities We Serve

16,380

Community Service Hours Served

257,943

Charitable Dollars Given

684

Community Charities Helped

3,241

Leadership Mentor Hours Served

Our History

The story of our past, great challenge and great victory, says we should have great humility.

2004 Humble Beginning

Self-funded and out of a spare bedroom, Gemini is born, June 1. By the end of 2004 Gemini had 1,000 sq. ft., expanded service from central California to the Bay Area and started offering medical benefits to its employees.

2006 Color of Energy

Orange became the new Gemini corporate color. No longer an afterthought, marketing—and energy—make an immediate, bold impact and generate visual industry interest in Gemini.

2007 GenieDocs

Ahead of its time, GenieDocs gave users instant, 24-hour access to order, gain status, OCR search and receive records.

2010 LEAN Journey

A turning point, Gemini’s four-person executive team embarks on an intensive learning path. LEAN is Plan A and there is no Plan B. Gemba Kaizen, war on waste, quality at the source, direct observation and visible work, all LEAN foundations, were set in stone.

2012 Market Expansion

Gemini expanded into Southern California. Market analysis was clear, two-thirds of all contested workers’ compensation claims originate in Southern California.

2014 The Move

Corporate headquarters moved from Visalia to Rocklin, California. Well executed, our clients experienced no interruption to their service. Our new home provided a larger employee pool, necessary to support Gemini’s growth.

2015 Fee Schedule

Workers’ compensation evidence discovery fees become regulated in July with the promise of reduced friction.

2018 Vocational Service Launch

Gemini purchases a post-settlement vocational counseling company to help injured workers reenter the work force.

2019 Technological Growth

Gemini launched a new e-filing portal to streamline records filing and processing.

2020 CFO of the Year

Gemini president, Tony Daugherty, is honored as CFO of the Year by Sacramento Business Journal.

2021 Opportunity Knocks

A sudden shift in the industry led to unprecedented growth opportunities for Gemini. Staff and work volume nearly doubled in just six months.

2021 Corporate Citizenship Award

Gemini is awarded, by Sacramento Business Journal, a Corporate Citizenship Award for serving basic needs and making a positive impact on Sacramento.

    Values

    Who we are. What we represent. Our character.

  • Service

    Our work is an outward act of service. To gift is to show gratitude and to have gratitude is its own gift.

  • Integrity

    Our actions reflect our values. Actions focused on purpose holds that purpose, and our values, intact and whole.

  • Respect

    Deeply understand others and our work. Understanding is the genesis of care and quality.

  • Commitment

    Honor your word. Choose to act. Follow through.

  • Leadership

    Look in the mirror. You are self-leading. Lead by example and others will follow, then develop servant leadership.

  • Excellence

    Quality is the only option. With grace, accept the challenge required to meet the highest in all standards.

Awards and Honors

We are proud to represent our community and industry, and are grateful to receive recognition.

What We Do

Reciprocity and Partnerships

We support and partner with organizations that are dedicated to the growth and evolution of our industry.

The Gemini Difference

Attorney Efficiency

Gemini’s clients save valuable time on all areas of record retrieval and filing.

Ethics & Integrity

Gemini is synonymous with ethics and integrity. Leading by example, we reset industry standards.

PROGRESSIVE TECHNOLOGY

We introduced technology to critical areas of workers’ comp.
Gemini’s custom-built platforms are used industry-wide.

END-TO-END INDUSTRY KNOWLEDGE

Front to back, we know the industry. Gemini is guided by 18 years in business and decades of cumulative knowledge and expertise.

Backed By Data

Quantifiable data speaks volumes. Cases worked, new cases, clients’ tenure—captured, measured and evaluated.