Legal Transformation Specialist

Filevine•Salt Lake City, UT

About The Position

Filevine is hiring a Legal Transformation Specialist in the Product Implementations Department. The team supports retention and growth for firms using Filevine software. The specialist applies legal expertise to implement LOIS Legal Research and LOIS Drafting, helping law firms transform how they research, draft, and deliver legal work. The role leads implementations for law firms, assesses practice areas, workflows, and document needs, and configures solutions around how attorneys and staff work. It also includes training firm personnel, managing customer implementation timelines and milestones, developing templates and workflows, collaborating with cross-functional teams, sharing customer feedback with Product, and creating and presenting implementation best practices. The position requires travel to customer offices for product launches and training. Most roles for candidates in or near San Francisco, Salt Lake City, Chicago, or New York are fully onsite; some roles offer a hybrid schedule of two to three days in the office per week.

Requirements

Juris Doctor (JD) from an accredited law school.
Experience with legal research platforms, document automation, or legal technology.
Ability to communicate assertively, make recommendations, and build confidence with attorneys and firm leadership.
Curiosity and creative thinking to identify the root cause of customer priorities.
Ability to learn new technologies quickly, including AI tools, and work independently with self-motivation.
Ability to drive change toward more impactful solutions and customer outcomes in a fast-growing company.
Ability to lead critical conversations.
Ability to independently manage competing customer priorities and initiatives with limited structure.
Strong understanding of legal research methods, legal writing, and how attorneys vet and rely on work product.
Strong interpersonal skills for building client relationships and collaborating with internal teams.
Problem-solving skills to understand customer goals and concerns and recommend solutions in real time.
Comfort discussing AI accuracy, confidentiality, and professional responsibility concerns with attorneys.
Adaptability to changes in customer conversations and business strategy.
Ability to tell stories persuasively and use pacing, emphasis, and tone to engage an audience.
Ability to maintain focus, productivity, and composure in high-stress, fast-paced, in-person environments.
Ability to adapt to open-office layouts while remaining focused and respectful of colleagues.
Ability to handle high-priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues.
Ability to prepare and deliver engaging storytelling demonstrations of LOIS and the Filevine suite.

Nice To Haves

Legal practice experience.
Project management experience.
Legal software administration experience.

Responsibilities

Lead implementation of LOIS Legal Research and LOIS Drafting solutions for law firms using Filevine.
Assess firms’ practice areas, workflows, and document needs, and configure LOIS solutions to fit how attorneys and staff work.
Train attorneys, paralegals, and firm staff on LOIS tools, including legal research approaches, drafting workflows, and responsible AI use in legal practice.
Manage implementation processes across customer accounts and keep 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 Filevine products, with deep expertise in LOIS.
Collaborate with Product, Support, Sales, Customer Success, and partners to identify ways to improve adoption and customer outcomes.
Relay customer feedback and real-world use cases to Product to inform the LOIS roadmap.
Create content such as articles, videos, and example builds as approaches and configurations mature into best practices, and present it to cross-functional teams and partners.
Support other teams and roles as needed.
Travel onsite to customer offices to launch and train customers on LOIS products.
Work alongside sales representatives in a consultative capacity with prospective and current clients to assess needs and determine requirements.