Legal Technology Consultant

About Us:
We partner with law firms to streamline their operations through smart, tailored legal technology solutions. As experts in platforms like Filevine, SmartAdvocate, Neos and other legal CRMs, we help our clients modernize their case management processes and improve efficiency.
We’re deeply integrated with every firm we work with. We take the time to understand their systems like they’re our own, because they are. We don’t just solve individual problems. We build cohesive solutions that consider each firm’s full tech landscape and business goals. We offer boutique-level service for every client with the goal to always over-deliver.

Position Overview:
This is a remote position.
We are seeking an experienced Legal Tech Consultant to join our growing team. This role is ideal for someone with a strong legal background who also thrives in a tech-forward, problem-solving environment. You’ll work closely with clients to optimize their workflows, configure case management systems (CMS), and provide training and strategic guidance. You will manage clients on your own with the focus on building solutions that work best for their needs, out of the box thinking is critical for this role.

Key Responsibilities:

• Collaborate with law firms to assess operational needs and translate them into practical technology solutions
  
   
• Configure and customize CMS platforms (e.g., Filevine, Lead Docket, Lawmatics, Case Status, and others)
  
   
• Manage database functions including field mapping, data structuring, automation rules, and document templates
  
   
• Conduct client-facing discovery sessions, process mapping, and training workshops
  
   
• Offer guidance on best practices for intake, case workflow, reporting, and compliance
  
   
• Maintain documentation and assist with support and change management post-implementation
  
   

Qualifications:

• 5+ years of experience in the legal industry as a case manager or paralegal capacity
  
   
• 1+ year of experience in database administration within a SAAS environment, preferably with legal CMS platforms. We are partnered with: Filevine, Neos, Smokeball, Smart Advocate, DOMO and LawToolBox

 

• 1+ year in a consulting or client-facing role preferred
  
   
• Strong understanding of legal workflows, case lifecycle stages, and litigation or personal injury practice areas
  
   
• Comfortable working with tech tools including task automation, document generation, and workflow design
  
   
• Exceptional communication skills with the ability to translate technical concepts into practical advice for non-technical users
  
   
• Demonstrated ability to think critically, solve problems independently, and make thoughtful recommendations tailored to client needs
  
   

Bonus Points For:

• Filevine certification or experience with advanced features like Deadline Chains, Docgens, and Customs Editor
  
   
• Experience with reporting tools (DOMO, Tableau, etc.) or process automation platforms
  
   

Why Join Us?
We’re a small but expert team passionate about making life easier for legal professionals through smart technology. You’ll enjoy a high level of autonomy, challenging projects, and the opportunity to directly shape how our clients use legal tech to transform their business.