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