Legal Training & Quality Assurance Manager

About The Role

Hargrove Firm, a tech-enabled estate planning platform, is seeking an experienced Legal Training and Quality Assurance Manager to join their legal operations team. This role is ideal for a seasoned senior paralegal or practicing attorney passionate about professional development, operational excellence, and elevating client service.

Key Responsibilities

• Training & Onboarding

• Design, coordinate, and deliver onboarding programs for new hires across paralegal, legal assistant, and administrative roles.
• Develop and maintain training materials, SOPs, and reference guides tailored to estate planning practice areas.
• Conduct role-specific training sessions covering firm systems, client intake procedures, document preparation, and compliance standards.
• Partner with department leads to identify knowledge gaps and build targeted training curricula.
• Track new hire progress through onboarding milestones and provide timely support and guidance.

• Quality Assurance & Performance Feedback

• Review and assess recorded client meetings, internal calls, and consultations to evaluate quality, accuracy, and adherence to firm standards.
• Provide structured, constructive written and verbal feedback to staff based on recorded session reviews.
• Develop and maintain QA rubrics, scorecards, and evaluation frameworks aligned with firm expectations.
• Flag recurring issues or trends to the Director of Legal Operations and recommend corrective action or additional training.
• Ensure all client-facing communications and legal documentation meet the firm's quality and professionalism standards.

• Systems & Workflow Improvement

• Collaborate with legal operations to identify inefficiencies in existing workflows and propose scalable improvements.
• Support the implementation and adoption of practice management software, document automation tools, and other legal tech systems.
• Document and continuously update internal processes and procedures as workflows evolve.
• Aid in firm-wide initiatives to standardize practices and improve consistency across teams.
• Participate in regular operations meetings and contribute insights drawn from training and QA findings.

Qualifications

• Required:

• Minimum 5 years of dedicated experience as a senior paralegal and/or licensed attorney, with a focus on estate planning (wills, trusts, probate, powers of attorney, or related areas).
• Proven ability to explain complex legal concepts and procedures clearly to staff at varying experience levels.
• Strong written and verbal communication skills, including the ability to deliver feedback professionally and constructively.
• A high attention to detail with a commitment to accuracy and consistency.
• The ability to manage multiple priorities independently in a fast-paced professional environment.

• PREFERRED:

• Experience in a training, coaching, or legal operations capacity.
• Familiarity with practice management platforms (e.g., Clio, MyCase, Lawmatics) and document automation tools.
• Experience developing SOPs, training guides, or QA evaluation frameworks.
• JD or paralegal certificate from an ABA-approved program.

What We Offer

• A collaborative, mission-driven team environment focused on delivering exceptional client outcomes.
• Full-time remote work - occasional travel for team building may be requested!
• Opportunity to shape firm-wide training programs and quality standards from the ground up.
• Competitive compensation, including performance-based bonuses!
• Comprehensive benefits package including health, dental, and vision coverage and 401k with 4% matching!

Hargrove Firm is an Equal Opportunity Employer

We are committed to fostering an inclusive, respectful workplace where everyone can thrive.