Legal Automation and Innovation Specialist

The Legal Automation & Innovation Specialist plays a key role in advancing the firm’s use of technology to support legal workflows, with a primary focus on building and integrating applications using PatternBuilderMAX and related tools. This position is responsible for developing solutions based on attorney-provided use cases, managing a small team of interns focused on AI and automation initiatives, and delivering training to promote adoption. The Specialist ensures that applications and system integrations meet the firm’s standards for usability, security, and performance, while collaborating closely with attorneys, legal assistants, and the Knowledge Management team.

Position Reports to: Director of Knowledge Management

Overall Responsibilities:
Primary duties will include, but are not limited, to the following:

• Develop and maintain legal workflow and document automation applications using PatternBuilderMAX and other no/low-code tools.
• Build and maintain integrations between legal systems (e.g., intake, conflicts, CRM, document management, etc.) to streamline data flow and reduce manual work.
• Translate attorney-identified use cases into effective, user-friendly applications.
• Manage a small team of interns (1–3), providing mentorship, oversight, and guidance on AI-related projects.
• Deliver training to attorneys and staff in both one-on-one and group settings to support application adoption and understanding.
• Collaborate with attorneys, legal assistants, and the Knowledge Management team to identify new automation and integration opportunities.
• Document application requirements, workflows, and instructions to ensure clarity and consistency.
• Ensure all developed applications and integrations adhere to firm policies and industry standards for security and data privacy.
• Stay current with AI, legal tech, and automation trends and make recommendations for new tools or enhancements.

Required skills:

• Experience with PatternBuilderMAX or similar automation platforms (e.g., Power Automate, Zapier, or other low-code tools).
• Familiarity with API concepts and the ability to create or manage integrations between systems (e.g., CRM, DMS, intake/conflicts systems).
• Strong analytical and problem-solving skills, with the ability to break down complex workflows and design efficient technical solutions.
• Naturally curious and self-motivated, with a strong desire to learn independently and proactively seek out solutions before escalating issues.
• Excellent communication skills, with the ability to explain technical concepts to non-technical users.
• Comfortable presenting to individuals and large groups, both in-person and virtually.
• Ability to manage small teams or interns, including project oversight and mentorship.
• Collaborative and approachable, with a client-service orientation.
• Experience in a law firm or professional services environment preferred.

Education and Experience Requirements:

• Bachelor’s degree required; preferred fields include Information Systems, Computer Science, or related disciplines.
• 2–4 years of experience in a law firm, professional services, or technology-focused role preferred.
• Prior experience developing applications using PatternBuilderMAX, Power Automate, or other no/low-code platforms strongly preferred.
• Experience managing interns or junior team members is a plus.
• Experience delivering user training or technical instruction in a professional setting is desirable.
• Familiarity with legal workflows, document automation, or knowledge management concepts is a plus but not required.

Mental/Physical/Environmental Requirements

• Ability to analyze complex workflows, troubleshoot issues, and apply problem-solving skills.
• Capable of managing multiple tasks and deadlines in a professional environment.
• Strong focus and attention to detail when building or testing applications and reviewing user feedback.
• Comfortable learning new technologies and adapting to evolving tools and processes.
• Able to mentor others and work collaboratively within cross-functional teams.
• Prolonged periods of sitting and working at a computer.
• Regular use of standard office equipment, including computers, phones, and video conferencing tools.
• Occasional light lifting of materials or equipment (up to 15 lbs).
• Hybrid work environment, requiring both remote work and periodic in-office presence based on project or team needs.
• Remote work requires a stable internet connection and a quiet, professional workspace.
• On-site work takes place in a standard office environment with appropriate professional attire.

FLSA Status
Non-Exempt

HOURS:
Full-time, hybrid position. Regular business hours.

ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification.