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.