Document Automation Manager

About the role

This role sits at the intersection of legal technology and practice innovation, leveraging AI-assisted drafting, intelligent document review, and research automation to help attorneys and staff deliver higher-quality work product faster.

Responsibilities

• Design, develop, and implement automated templates for various legal documents, including contracts, pleadings, and client correspondence.
• Conduct regular audits of automated documents to ensure accuracy, consistency, and adherence to firm policies and legal requirements.
• Work closely with attorneys, paralegals, and other stakeholders to gather requirements and ensure the automated solutions meet the firm’s needs.
• Analyze existing document generation workflows and identify areas for improvement, ensuring consistency and compliance with legal standards while also streamlining processes wherever possible.
• Maintain document templates and style guides, updating them as needed to reflect changes in formatting or branding requirements.
• Edit complex documents, including loan documents, forms, legal contracts, and correspondence, ensuring accuracy and consistency.
• Format and style documents according to company guidelines, ensuring a professional and consistent appearance.
• Provide guidance, training, and support to ensure high standards of work.
• Monitor industry trends in legal technology and Generative AI, keeping the team informed of relevant advancements, risks, and best practices.

Knowledge, Skills, And Abilities

• Deep expertise in document automation platforms (e.g., HotDocs, Contract Express, Avvoka) and familiarity with GenAI tools used in legal contexts (e.g., AI-assisted drafting, contract analysis, or research platforms).
• Curiosity about emerging AI capabilities and a hands-on approach to deploying them responsibly in a legal environment.
• Familiarity with coding or scripting languages (e.g., JavaScript, Python, XML) beneficial, particularly for building integrations between AI tools and existing systems.
• Strong understanding of legal documentation, document management systems, and version control practices.
• Awareness of ethical, confidentiality, and data-security considerations specific to deploying AI in a legal environment.
• Knowledge of formatting styles and guidelines (e.g., APA, MLA, Bluebook, Chicago Manual of Style).
• Strong attention to detail and excellent proofreading, editing, and quality-assurance skills—including the ability to critically review AI-generated output.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Strong communication skills, both written and verbal, with the ability to translate technical concepts for non-technical stakeholders.
• Ability to work collaboratively with cross-functional teams and individuals at all levels of the organization.
• Strong problem-solving skills and the ability to troubleshoot technical issues related to document automation, AI platforms, and related systems.
• High level of confidentiality and professionalism when handling sensitive and privileged materials.
• Intellectual curiosity and a growth mindset, with a willingness to continuously learn and adapt as AI tools and legal technology evolve.

Education and/or Experience

• Bachelor's degree in Information Technology, Computer Science, Business Administration, Legal Studies, or a related field.
• Minimum of two (2) years' experience in document automation, legal technology.
• Demonstrated success leveraging technology, including AI and automation tools, to improve workflows and solve long-standing business challenges.

Pay

$85,000.00 – $125,000.00