Legal Transformation Specialist

What You'll Do

• Lead the implementation of LOIS Legal Research and LOIS Drafting solutions for law firms using Filevine
• Assess each firm's practice areas, workflows, and document needs to configure LOIS solutions that fit how their attorneys and staff work
• Train attorneys, paralegals, and firm staff on LOIS tools, including effective research approaches, drafting workflows, and responsible use of AI in legal practice
• Manage the implementation process across a variety of customer accounts, keeping timelines, milestones, and expectations on track
• Help firms build and refine templates, drafting playbooks, and workflows that match their standards and preferred work product
• Maintain comprehensive knowledge of the Filevine family of products, with deep expertise in LOIS
• Work with cross-functional teams (Product, Support, Sales, Customer Success) and partners to identify opportunities to improve adoption and customer outcomes
• Relay customer feedback and real-world use cases to Product to help shape the LOIS roadmap
• Assist in creating content as approaches and configurations mature into best practices (articles, videos, example builds), and present it to cross-functional teams and partners
• Support other teams and roles as needed
• Travel on-site to customer offices to launch and train on LOIS products.

What You'll Need

• Juris Doctor (JD) from an accredited law school
• Legal practice experience preferred
• Experience with legal research platforms, document automation, or legal technology
• Project management experience preferred
• Assertive communicator who can make recommendations and instill confidence, including with attorneys and firm leadership
• Exceptional curiosity and creative thinking to get to the root cause of a customer's priorities
• Quick learner of new technologies, including AI tools, and is self-motivated
• Driver of change for more impactful solutions and customer outcomes at a fast-growing company
• Ability to lead critical conversations
• Ability to independently manage competing customer priorities and initiatives with limited structure

Qualifications

• A curious mind that wants to know how it works and why it works; the type of person who can't help but push a button to see what happens
• Strong understanding of legal research methods and legal writing, and how attorneys vet and rely on work product
• Strong interpersonal skills for building relationships with clients and collaborating with internal teams
• Problem-solving skills to listen to a customer's goals and concerns and recommend solutions on the fly
• Comfort discussing AI accuracy, confidentiality, and professional responsibility concerns with attorneys
• Adaptable to sudden changes, whether in a customer conversation or in overall business strategy
• A confident, persuasive storyteller who uses pacing, emphasis, and tone to capture and hold an audience's attention
• Legal software administration experience is a plus but not necessary

In addition to the qualifications above, we expect our team members to have:

• Proven ability to maintain focus, productivity, and composure in high-stress, fast-paced, in-person environments
• Adaptability to open-office layouts while staying focused and respectful of colleagues
• Skill at handling high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues
• Ability to prepare and deliver dynamic storytelling demonstrations of LOIS and the Filevine suite
• A consultative approach with prospective and current clients, working alongside sales reps to assess needs and determine requirements

Additional information

Work Location Expectation: Most roles for candidates in or near these metro areas (San Francisco, Salt Lake City, Chicago, or New York) are fully onsite. Some roles offer a hybrid schedule of 2-3 days in-office per week

Cool Company Benefits

• A dynamic, rapidly growing company, focused on helping organizations thrive
• Medical, Dental, & Vision Insurance (for full-time employees)
• Competitive & Fair Pay
• Maternity & paternity leave (for full-time employees)
• Short & long-term disability
• Opportunity to learn from a dedicated leadership team
• Top-of-the-line company swag