Knowledge Management (KM) Automation Specialist

Wilson Elser - Business & Legal Professionals•New York, NY

1d•$120,000 - $150,000

About The Position

Wilson Elser is seeking a Knowledge Management Automation Specialist to design, develop, and implement document and workflow automation solutions for attorneys and firm personnel. Reporting to the Senior Manager, Knowledge Management Solutions, the Specialist will use low-code/no-code platforms and document automation tools to streamline legal and business processes across the firm. The Specialist will collaborate with Practice Teams, Client Services Teams, business and administrative teams, and Knowledge Management colleagues to identify automation opportunities and deliver practical solutions aligned with the department’s mission and vision and the firm’s business goals. The role also supports adoption of automation solutions, advances the firm’s AI and automation goals, and promotes knowledge management and innovation across the firm.

Requirements

Hands-on experience building automations using low-code/no-code platforms, including Bryter, Microsoft Power Platform, or similar tools.
Experience with document automation platforms such as Avvoka, HotDocs, Contract Express, or similar solutions.
Strong understanding of legal workflows, document types, and business processes in law firms.
Ability to build relationships and collaborate with internal clients across Practice Teams, Client Services Teams, and departments.
Familiarity with design thinking; ability to empathize and engage with attorneys, view processes and service delivery through a business lens, and translate requirements into practical automation solutions.
Strong project management and critical thinking skills, with a focus on delivering practical, high-value solutions.
Excellent communication and interpersonal skills, including the ability to explain technical concepts to non-technical audiences.
Experience with prompt engineering and identifying generative AI use cases.
Advanced knowledge of relevant law firm or legal department systems and applications, including SharePoint Online, Microsoft 365 and Power Platform (Power Automate, Power Apps, Power BI), and iManage Cloud.
At least 3 years of experience in automation design and development in a law firm or professional services setting.
Bachelor’s degree or equivalent experience.

Nice To Haves

Direct experience building document and workflow automations in a legal environment.
An advanced degree or certification in a relevant field, such as legal technology, information systems, or business administration.

Responsibilities

Work with stakeholders to understand their pain points and priorities, and review processes to identify opportunities for document generation and workflow automation across practice, client services, business, and administrative teams.
Design, build, and maintain document automation solutions using Avvoka or similar platforms; work with attorneys and subject matter experts to identify valuable templates and ensure accuracy, consistency, and compliance with firm standards.
Develop workflow automations using low-code/no-code tools such as Bryter and Microsoft Power Platform.
Lead automation projects from discovery and requirements gathering through deployment and ongoing maintenance, ensuring solutions are user-friendly, scalable, and aligned with firm security, compliance, and data privacy standards.
Identify ways to integrate generative AI capabilities, such as Harvey AI features, into document and workflow automations, and serve as a resource for effective prompt engineering.
Create training materials and user guides, and lead training efforts to support users during and after launches.
Document solutions, including technical specifications and process maps; track usage metrics and KPIs to measure effectiveness and guide enhancements.
Promote knowledge management and innovation, encouraging use of KM solutions and best practices across the firm.
Provide guidance and support to attorneys and employees on document and workflow automation initiatives and best practices.
Collaborate with departments and KM colleagues to improve the experience of attorneys, legal support staff, and business services personnel.
Stay current on knowledge management, legal technology, law firm business trends, and automation tools and platforms, and share relevant information within the firm.