Trial Operations Manager

Morgan & Morgan, P.A.Atlanta, GA

About The Position

The Manager, Trial Operations is a senior operations role within the Trial Operations team, reporting directly to the Director of Trial Operations. The Manager owns three interconnected workstreams across the firm's regional office network: (1) Trial Partner coordination and case assignment, (2) accelerating the resolution of cases that are not trial-worthy, and (3) ensuring trial work-up compliance against firm pre-trial milestones. This is a workstream leadership role rather than a people-management role. The Manager does not have direct reports but operates cross-functionally with Managing Partners, Trial Partners, handling attorneys, paralegal teams, and case operations staff to drive accountability, throughput, and outcomes on the firm's litigation pipeline.

Requirements

  • Strong proficiency with case management systems (Salesforce-based platform) and Microsoft 365 (Excel, Word, Outlook, Teams).
  • Excellent written communication skills, including the ability to draft executive-level memos and structured operational reports.
  • Comfort with data: able to build, read, and act on dashboards, pivot tables, and operational metrics.
  • Operational discipline – converts ambiguous goals into milestones, dashboards, and recurring cadences.
  • Judgment under pressure – distinguishes trial-worthy from non-trial-worthy cases and acts decisively.
  • Influence without authority – moves senior attorneys and Managing Partners to action through credibility, data, and clear escalation paths.
  • Process orientation – sees firm-wide patterns and converts them into repeatable systems.
  • Discretion – handles confidential case strategy, settlement posture, and personnel matters appropriately.
  • Bias for action – pushes files forward, closes loops, and refuses to let work sit.

Responsibilities

  • Maintain the firm's Trial Partner roster and tiering data (win rates, trial volume, recovery amounts) in coordination with the Director.
  • Recommend Trial Partner assignments for cases entering trial posture, balancing partner availability, case profile, venue, and tier-fit.
  • Track Trial Partner workload and trial calendars across regional offices; flag conflicts, capacity gaps, and reassignment needs early.
  • Serve as the central point of contact between Managing Partners, Trial Partners, and handling attorneys for assignment questions and escalations.
  • Document assignment decisions, rationales, and outcomes in Litify to build a defensible audit trail and improve future assignment quality.
  • Partner with handling attorneys and Managing Partners to identify cases in litigation that should be resolved short of trial based on liability, damages, venue, or case-specific risk factors.
  • Build and maintain a settlement pipeline view by office and attorney; report progress, aging, and stalled files to the Director on a recurring cadence.
  • Identify systemic patterns (case types, venues, vendors) where the firm is over-investing trial resources on non-trial-worthy files; recommend process changes.
  • Own and enforce the firm's pre-trial milestone framework across regional offices, ensuring required work product is complete and timely.
  • Configure, refine, and monitor Litify milestone tasks, dashboards, and exception reports to surface non-compliance proactively.
  • Escalate compliance gaps to the Director and Managing Partners with clear root-cause analysis and remediation recommendations.
  • Lead post-trial debriefs on work-up quality; translate findings into updated checklists, templates, and process documentation.
  • Represent Trial Operations in cross-functional meetings with Managing Partners, Trial Partners, and Operation Leads.
  • Draft standardized communications (Managing Partner memos, attorney guidance, vendor outreach) on behalf of the department.
  • Contribute to the design and rollout of new Trial Operations processes, tools, and policies firm-wide.

Benefits

  • medical and dental insurance
  • 401(k) plan
  • paid time off
  • paid holidays
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