Legal Document Management Consultant
About The Position
Affinity and Lawyerist are hiring a full-time, 100% remote Legal Document Management Consultant to help law firms and legal departments get more from NetDocuments or iManage. The consultant supports clients from discovery and planning through configuration, implementation, go-live, training, and ongoing support. The role involves understanding how clients work with documents, designing solutions that fit their needs, identifying improvements, and helping clients adopt relevant platform features, including AI tools. Work may include configuring security and workspaces, integrating everyday tools, and guiding cabinet migrations or system refreshes through validation. The consultant remains engaged after go-live, advising firm leaders on enhancements, support, and roadmap decisions, and collaborates with consultants, migration engineers, and a project manager. This is a fully remote role for candidates residing in the United States and eligible to work there. Candidates need reliable internet, a professional workspace, and the ability to travel for client meetings, conferences, events, and team gatherings. The team works 8:30 a.m.–5 p.m. Eastern Time, Monday through Friday, with flexibility and trust. Applicants outside the Central or Eastern time zones are welcome if they can work those hours.
Requirements
- At least 3 years of hands-on experience with NetDocuments or iManage, including independent configuration of security models, workspace templates, and profiles.
- Experience leading or facilitating at least one end-to-end document management system (DMS) implementation.
- Hands-on experience with DMS integrations, cabinet migrations, or data conversions.
- Ability to train end users and create clear user documentation.
- Confidence leading client discovery and framing solutions for technical and non-technical audiences.
- Strong project and time management skills, including the ability to scope, track, and deliver work across multiple clients.
- A track record of building trust with clients and internal stakeholders.
- Residence in the United States and eligibility to work in the United States.
- Ability to work 8:30 a.m.–5 p.m. Eastern Time, Monday through Friday.
- Reliable internet, a professional workspace, and ability to travel for client meetings, conferences, events, and team gatherings.
Nice To Haves
- Experience with information governance tools such as iCompli or FileTrail.
- Familiarity with Checkbox, WalkMe, BA Insight, SharePoint, Prosperoware CAM, or ServiceNow.
- Experience working in or consulting for large law firms or corporate legal departments.
Responsibilities
- Lead discovery sessions to understand document workflows, problems, and desired outcomes.
- Design and configure NetDocuments or iManage environments, including security, workspaces, and integrations.
- Identify useful solutions beyond clients’ immediate requests and help clients adopt relevant platform features, including AI tools.
- Guide cabinet migrations, data conversions, and system refreshes from discovery through validation.
- Train end users, create user documentation, and measure platform performance and adoption after go-live.
- Plan enhancement projects, conduct health reviews, and advise clients on ongoing support and roadmap decisions.
- Serve as a client point of contact for system questions and escalations.
- Coordinate with consultants, migration engineers, system update teams, and the team project manager.
- Manage and deliver work across multiple clients, while sharing best practices with colleagues.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
