Legal Operations Specialist

Vertu Agent • San Jose, CA

1d

About The Position

At Vertu Agent, we’re a collaborative, people-first firm working across multiple industries. We believe great work happens when talented people enjoy working together. We value smart ideas, clear communication, and supporting one another to deliver great results for our clients. Our team members enjoy the freedom, resources and trust to take ownership of their work and are encouraged to grow - while enjoying the process along the way! Our Culture & Values We care deeply about doing great work and supporting one another along the way. Our culture is collaborative, supportive, and driven by shared goals, where initiative, curiosity, and problem-solving are encouraged and appreciated. We celebrate wins, invest in mentorship, and create opportunities for people to grow, take ownership, and step into leadership as they develop. Integrity Empathy Collaboration Growth Purpose About the Role We are looking for an experienced Legal Operations professional (mid-to-senior level) for a 3-month engagement supporting a multi-team corporate legal environment. The ideal candidate can quickly take ownership of Lexion CLM administration, drive workflow and automation enhancements, and improve day-to-day operational execution across practice groups.

Requirements

• Are immediately available for a short-term placement and thrive in a fast paced environment supporting teams across multiple U.S offices
• Able to work CST-aligned morning hours
• Are a Lexion CLM (required) superstar and can jump in fast to manage contract workflows and updates.
• Have excellent Python scripting skills and love using automation to make processes faster and cleaner.
• Can build and improve automated workflows (routing, approvals, reminders, escalations).
• Are highly organized while managing multiple objectives , and day-to-day Legal Ops support.
• Bring a polished, professional communication style with a strong internal client service mindset.
• Minimum : Associate’s or Bachelor’s degree in Business Administration, Information Systems, Legal Studies, or a related field.
• 4–7+ years of experience in Legal Operations , Contract Management, CLM Administration, or Legal Tech support (mid-level to senior).
• 2+ years experience in a law firm , corporate legal department, or professional services organization strongly preferred.
• CLM Lexion experience is required (administration, workflow management, contract routing, templates, or reporting).
• Python scripting capability (automation scripts, data cleanup, integrations, workflow support).
• Working knowledge of DocuSign (signature routing, templates, tracking, and troubleshooting).
• Proficiency with Microsoft Excel (formulas, filters, lookups, pivots, validation, and reporting trackers).
• Demonstrated experience supporting contract workflows, intake processes, legal requests, or matter/contract operations at scale.
• Experience supporting multiple stakeholders across offices/time zones and maintaining high responsiveness in a service-based environment.
• Strong operational ownership, combining a process improvement mindset with high attention to detail: ability to run daily processes while improving efficiency and consistency behind the scenes.
• Excellent written and verbal communication with attorneys, legal ops leadership, and internal stakeholders.
• Strong customer service mindset: professional, responsive, proactive, and solutions-oriented.
• Ability to prioritize competing deadlines, manage high-volume requests, and keep tasks moving without constant oversight.
• Understanding of legal operations standards, document retention practices, and system-based workflow governance.
• Strict adherence to confidentiality protocols and handling sensitive legal, contractual, and client information appropriately.
• Ability to maintain secure document storage, role-based access practices, and clean audit trails in legal systems.
• Commitment to accurate documentation, process consistency, and escalation of risks, issues, or compliance concerns per firm procedures.

Responsibilities

• Support day-to-day Legal Ops execution including stakeholder communications, calendars, scheduling, and meeting logistics across multiple offices and teams with timely follow-up
• Support and optimize workflows in Lexion CLM (required) including templates, routing, approvals, and system updates
• Use Python to support automation, reporting enhancements, workflow improvements, and data clean-up as needed
• Maintain automated workflows (approvals, notifications, escalations, reminders) to reduce manual work
• Manage DocuSign workflows including signature routing, template support, and troubleshooting

What This Job Offers

• Career Level: Mid Level
• Education Level: Associate degree