Legal Operations Specialist
The Legal Operations Specialist will support the optimization, administration, and continuous improvement of legal technology systems and operational processes. This role serves as a key connection point between business users, technology teams, and external vendors to ensure efficient issue resolution and system performance.
Accountabilities
Contribute to the effective management and enhancement of legal applications by supporting users, improving workflows, and coordinating technology initiatives.
Manage incoming application incidents and service requests, providing Tier 1 and Tier 2 support while coordinating escalated issues with internal teams, vendors, and business stakeholders through resolution.
Own the lifecycle of automated workflows, task triggers, and document templates by gathering requirements, configuring solutions, coordinating testing, and supporting production releases.
Analyze system upgrades and new features, execute regression and functionality testing, and document results to ensure operational readiness.
Support change management efforts by creating and maintaining knowledge documentation, process guides, and training materials.
Deliver end-user training sessions in both virtual and in-person settings, helping teams understand system functionality and adopt improved processes.
Gather feedback from users and leadership to identify opportunities for workflow improvements, system enhancements, and operational efficiencies.
Manage user access administration and ensure appropriate role-based permissions across legal technology platforms.
Assist with project coordination activities, including requirements gathering, meeting preparation, documentation, presentations, and tracking deliverables.
Develop and maintain business requirements documents, use cases, and system specifications for enhancements, upgrades, and support initiatives.
Partner with stakeholders to evaluate business needs, recommend solutions, and support continuous improvement initiatives.
Occasionally travel for business needs, including potential overnight or air travel, representing approximately 10-15% of work time.
Requirements
Experience supporting business applications, improving operational processes, and collaborating with technical and non-technical teams.
Strong communication skills, problem-solving ability, and familiarity with legal technology environments.
College degree preferred, or 3+ years of experience in legal technology, operations, Salesforce, Litify, or related business systems environments.
Experience supporting legal operations, insurance defense, staff counsel environments, or similar professional services settings is a plus.
Proficiency with Excel and Salesforce required; experience with Litify administration, automated task workflows, and document template creation preferred.
Strong understanding of application support processes, business analysis concepts, and software development lifecycle practices.
Ability to troubleshoot issues independently, apply sound judgment, and determine when escalation is needed.
Excellent organizational and prioritization skills, with the ability to manage multiple projects and deadlines effectively.
Strong written and verbal communication skills, including the ability to document processes and explain technical concepts clearly.
Comfortable facilitating meetings, gathering requirements, and collaborating with cross-functional teams.
Experience delivering user training and translating system functionality into practical business solutions.
Benefits
A competitive annual salary range of approximately $73,000-$94,000 USD, depending on experience, qualifications, location, and business needs.
Eligibility for incentive compensation opportunities.
Remote work flexibility.
Comprehensive healthcare benefits.
Retail savings plan with company contribution match.
Tuition assistance and reimbursement programs.
Paid time off, including approximately 20 days annually.
Opportunities for professional development, training, and career growth.
A collaborative environment focused on innovation, inclusion, and employee success.