Legal Technology Consultant
We partner with law firms to streamline their operations through smart, tailored legal technology solutions. As experts in platforms like Filevine, SmartAdvocate, Neos and other legal CRMs, we help our clients modernize their case management processes and improve efficiency.
We’re deeply integrated with every firm we work with. We take the time to understand their systems like they’re our own, because they are. We don’t just solve individual problems. We build cohesive solutions that consider each firm’s full tech landscape and business goals. We offer boutique-level service for every client with the goal to always over-deliver. Position Overview:
This is a remote position.
We are seeking an experienced Legal Tech Consultant to join our growing team. This role is ideal for someone with a strong legal background who also thrives in a tech-forward, problem-solving environment. You’ll work closely with clients to optimize their workflows, configure case management systems (CMS), and provide training and strategic guidance. You will manage clients on your own with the focus on building solutions that work best for their needs, out of the box thinking is critical for this role. Key Responsibilities:
- Collaborate with law firms to assess operational needs and translate them into practical technology solutions
- Configure and customize CMS platforms (e.g., Filevine, Lead Docket, Lawmatics, Case Status, and others)
- Manage database functions including field mapping, data structuring, automation rules, and document templates
- Conduct client-facing discovery sessions, process mapping, and training workshops
- Offer guidance on best practices for intake, case workflow, reporting, and compliance
- Maintain documentation and assist with support and change management post-implementation
- 5+ years of experience in the legal industry as a case manager or paralegal capacity
- 1+ year of experience in database administration within a SAAS environment, preferably with legal CMS platforms. We are partnered with: Filevine, Neos, Smokeball, Smart Advocate, DOMO and LawToolBox
- 1+ year in a consulting or client-facing role preferred
- Strong understanding of legal workflows, case lifecycle stages, and litigation or personal injury practice areas
- Comfortable working with tech tools including task automation, document generation, and workflow design
- Exceptional communication skills with the ability to translate technical concepts into practical advice for non-technical users
- Demonstrated ability to think critically, solve problems independently, and make thoughtful recommendations tailored to client needs
- Filevine certification or experience with advanced features like Deadline Chains, Docgens, and Customs Editor
- Experience with reporting tools (DOMO, Tableau, etc.) or process automation platforms
We’re a small but expert team passionate about making life easier for legal professionals through smart technology. You’ll enjoy a high level of autonomy, challenging projects, and the opportunity to directly shape how our clients use legal tech to transform their business.
Recommended Jobs
Orthopedic Total Joint Surgeon - New Outpatient Facility - Coastal Florida
Job Summary Baptist Health of Jacksonville, Florida is growing. Our medical center is adding a Total Joint Surgeon to its team. We are the largest system in North Florida. They will have broad-bas…
LPN - PRN work, All shifts available
Job Description Job Description DISCOVER YOUR PURPOSE! At Aston Gardens at Parkland Commons, a thriving Discovery Senior Living community, we have meaningful job opportunities with the ability …
Donation Advocate
Positions open in Gainesville and Jacksonville Responsibilities: First responder to donor referrals from area hospitals; team huddle with unit staff; offer the option of donation to families where …
Irrigation Technician- San Antonio, FL
We are in need of someone who wants to learn the Irrigation business. We are looking to find an Irrigation Technician Assistant. All duties will be trained. Summary of Duties include: 1. Ability …
Housekeeper
Job Description Job Description Job Description Housekeeper NATURE OF WORK Contributes to the effective operations of the Encompass Onsite Cleaning Systems Environmental Services dep…
Manufacturing Shop Floor Engineer
Job Description Job Description The Manufacturing Shop Floor Engineer will act as a bridge between engineering, machining, fabrication, quality, and production teams to ensure tooling and assembl…
Receiving Attendant
Company Description We are looking for a Receiving Attendant to join the re-opening of the famed Delano Miami Beach. Set to open its doors in early 2026, Delano Miami Beach will fuse historic cha…
Concrete Worker
Sea Glass Concrete is seeking experienced Concrete Worker to join our team. We offer competitive pay, consistent work, and a supportive work environment. About Sea Glass Concrete: Sea Glass Co…
Senior Accountant- Construction
Job Description Job Description This position is a great opportunity for an experienced senior accountant with real estate industry experience. The role is for a large company in West Palm Beach-…
Store Protection Specialist
Our values start with our people, join a team that values you! Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong track record of success and growth…