Jobs · Legal · California

Business Solutions Specialist - Legal

W3Global · Templeton, CA · 2 mo ago
LegalFull-time

About the role

We are seeking a detail-oriented Business Solutions Specialist to develop and optimize legal document automation and workflow systems. The role combines knowledge of civil litigation with hands-on experience in templates, workflows, rules, and system configuration.

Responsibilities

  • Build and maintain dynamic legal document templates in Cogent.
  • Configure, test, and troubleshoot workflow rules, action sets, and conditional logic.
  • Develop legal pleadings and forms while ensuring accuracy and compliance.
  • Create SOPs and workflow documentation.
  • Collaborate with litigation teams to improve legal processes and automation.

Requirements

  • Understanding of civil procedure and litigation documents.
  • Experience with document automation, dynamic templates, or workflow systems.
  • Strong analytical, troubleshooting, and organizational skills.
  • Excellent communication and documentation skills.
  • Legal operations, legal tech, or law firm experience preferred.
  • Cogent experience is a strong plus.

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