Legal Transformation Specialist

Filevine • Salt Lake City, UT

20h

About The Position

Filevine is hiring a Legal Transformation Specialist for its Product Implementations Department. The role applies legal expertise to implementing LOIS Legal Research and LOIS Drafting, helping law firms change how they research, draft, and deliver legal work. The specialist assesses firms’ practice areas, workflows, and document needs; configures LOIS solutions; trains attorneys and staff; and manages implementation timelines and expectations across customer accounts.

The role also helps firms develop templates, drafting playbooks, and workflows, shares customer feedback and use cases with Product, and contributes content and presentations that capture emerging best practices. The specialist collaborates with Product, Support, Sales, Customer Success, and partners, and travels to customer offices to launch and train users on LOIS products. Roles in or near San Francisco, Salt Lake City, Chicago, or New York are generally fully onsite; some roles offer a hybrid schedule of two to three in-office days per week.

Requirements

• Juris Doctor (JD) from an accredited law school.
• 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.
• Assertive communication skills and the ability to make recommendations and instill confidence with attorneys and firm leadership.
• Ability to lead critical conversations and discuss AI accuracy, confidentiality, and professional responsibility concerns with attorneys.
• Ability to independently manage competing customer priorities and initiatives with limited structure.
• Problem-solving skills, including listening to customer goals and concerns and recommending solutions.
• Ability to learn new technologies, including AI tools, quickly and with self-motivation.
• Curiosity, creative thinking, and adaptability in customer conversations and changing business strategies.
• Ability to maintain focus, productivity, and composure in high-stress, fast-paced, in-person environments.
• Ability to adapt to open-office layouts while staying 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.
• A consultative approach to working with prospective and current clients.
• Ability to travel to customer offices.

Nice To Haves

• Legal practice experience.
• Experience with legal research platforms, document automation, or legal technology.
• Project management experience.
• Legal software administration experience.

Responsibilities

• Lead implementations of LOIS Legal Research and LOIS Drafting for law firms using Filevine.
• Assess firms’ practice areas, workflows, and document needs to configure LOIS solutions for their attorneys and staff.
• Train attorneys, paralegals, and firm staff on LOIS tools, research approaches, drafting workflows, and responsible AI use in legal practice.
• Manage implementation processes across customer accounts, keeping timelines, milestones, and expectations on track.
• Help firms build and refine templates, drafting playbooks, and workflows that align with 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 improve adoption and customer outcomes.
• Relay customer feedback and real-world use cases to the Product team to help shape the LOIS roadmap.
• Help create and present content documenting best practices, including articles, videos, and example builds.
• Travel to customer offices to launch LOIS products and provide training.
• Support other teams and roles as needed.
• Work alongside sales representatives to assess prospective and current clients’ needs and requirements.
• Prepare and deliver engaging demonstrations of LOIS and the Filevine product suite.

Benefits

• Medical, dental, and vision insurance for full-time employees.
• Competitive and fair pay.
• Maternity and paternity leave for full-time employees.
• Short- and long-term disability.
• Opportunity to learn from a dedicated leadership team.
• Company swag.
• Work at a dynamic, rapidly growing company focused on helping organizations thrive.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree