AI Researcher & Implementation Coordinator

Berry Virtual | MedVirtual | AI Virtual; Philippines; Remote; PHP 1,415,000 - 2,831,000; Full time

Benefits offered by this job

Permanent remote work setup

Competitive starting rate paid in USD

Internet Allowance

HMO insurance (PH)

Paid US holidays

Paid Vacation and Sick Leaves

Job summary

Berry Virtual | MedVirtual | AI Virtual is seeking an AI Researcher & Implementation Coordinator to identify, evaluate, and deploy AI solutions across our legal operations. This role will drive innovation in marketing, client intake, document collection, case management, litigation support, trial prep, and finance/accounting.

The ideal candidate combines technical fluency with operational thinking and project management, translating AI capabilities into practical, revenue-generating workflows

Qualifications

• Proven experience working with AI tools, automation platforms, or emerging technologies in a professional setting.
• Strong analytical and research skills with the ability to evaluate tools based on ROI, scalability, and business impact.
• Experience in process improvement, workflow design, or systems implementation.
• Ability to manage end-to-end implementation projects, from research to deployment.
• Familiarity with CRM systems, case management tools, or business software integrations.
• Strong organizational and project coordination skills, with the ability to work cross-functionally across teams.
• Excellent written and verbal communication skills, including the ability to translate technical concepts into actionable business insights.
• Comfortable working in a fast-paced, execution-focused environment with minimal supervision.
• Data-driven mindset with experience in tracking KPIs, building reports, or analyzing performance metrics.

Responsibilities

• Identify, evaluate, and deploy AI solutions across our legal operations.
• Design and implement pilots; build workflows and SOPs for deployment.
• Coordinate implementation across teams (legal, intake, marketing, operations).
• Ensure integration with CRM, case management, and communication tools.
• Establish and monitor KPIs; build dashboards to track ROI and performance.

Skills

AI tools

Automation platforms

Process improvement

Workflow design

CRM integration

Cross-functional work

KPI tracking

Data analysis

Tools

LLMs

Zapier

Make

OCR tools

Analytics platforms

Power BI

Tableau

Job description

We are seeking a highly analytical and execution-focused AI Researcher & Implementation Coordinator to identify, evaluate, and deploy artificial intelligence solutions across our law firm operations. This role will be responsible for driving innovation and efficiency across key functional areas including marketing, client intake, document collection, case management, litigation support, trial preparation, and finance/accounting.

The ideal candidate combines technical fluency, operational thinking, and project management discipline, with a strong ability to translate AI capabilities into practical, revenue-generating legal workflows.

Key Responsibilities:

1. AI Research & Evaluation

• Identify emerging AI tools and platforms relevant to legal services
• Conduct structured research across vendors, technologies, and use cases
• Evaluate tools based on ROI, scalability, compliance, and integration capability
• Stay current on advancements in AI, automation, and legal technology

2. Testing & Implementation

• Design and execute pilot programs for selected AI tools
• Build workflows and SOPs for deployment across departments
• Coordinate implementation across teams (legal, intake, marketing, operations)
• Ensure proper integration with existing systems (CRM, case management, communication tools)

3. Functional Area Optimization

A. Marketing & Client Generation

• Implement AI tools for lead generation, ad optimization, and content creation
• Improve conversion rates through AI-driven targeting and messaging

B. Intake & Client Onboarding

• Deploy AI for call handling, chatbots, and lead qualification
• Optimize intake workflows to reduce response time and increase signed cases

C. Document Collection & Processing

• Implement AI solutions for document automation, OCR, and data extraction
• Reduce manual handling and improve turnaround times

D. Case Management

• Optimize workflows using AI for task automation, reminders, and case tracking
• Improve efficiency and reduce case cycle time

E. Litigation Support & Trial Preparation

• Utilize AI for legal research, deposition summaries, and document review
• Assist attorneys in trial prep through automation and data organization

F. Finance & Accounting

• Implement AI tools for billing, forecasting, collections, and financial reporting
• Improve visibility into case profitability and firm performance

4. KPI Tracking & Performance Management

• Establish and monitor KPIs across all implemented AI systems
• Build dashboards and reporting systems to track performance and ROI
• Continuously optimize tools based on data insights

Requirements

Must-Have

• Proven experience working with AI tools, automation platforms, or emerging technologies in a professional setting
• Strong analytical and research skills with the ability to evaluate tools based on ROI, scalability, and business impact
• Experience in process improvement, workflow design, or systems implementation
• Ability to manage end-to-end implementation projects, from research to deployment
• Familiarity with CRM systems, case management tools, or business software integrations
• Strong organizational and project coordination skills, with the ability to work cross-functionally across teams
• Excellent written and verbal communication skills, including the ability to translate technical concepts into actionable business insights
• Comfortable working in a fast-paced, execution-focused environment with minimal supervision
• Data-driven mindset with experience in tracking KPIs, building reports, or analyzing performance metrics

Nice-to-Have

• Experience working in a law firm, legal operations, or legal tech environment
• Hands-on experience with AI tools such as LLMs (e.g., ChatGPT), automation platforms (Zapier, Make), OCR tools, or analytics platforms
• Background in marketing automation, lead generation systems, or paid ads optimization
• Experience with chatbots, call automation, or client intake systems
• Familiarity with document automation, legal research tools, or eDiscovery platforms
• Basic understanding of APIs, integrations, or no-code/low-code tools
• Experience building dashboards (e.g., Power BI, Tableau, Google Data Studio)
• Knowledge of data privacy, compliance, and security considerations in AI implementation
• Prior experience in a consulting, operations, or innovation-focused role

System and Work Setup Requirements:

• A stable and high-speed internet connection preferably 25 MBPS or higher with backup in cases of power interruption or service provider issues.
• Own PC/laptop with 8GB RAM, and a processor of Core i5 / AMD Ryzen 3 / 2013 Mac equivalent or higher; Windows 10 or above / Catalina 10.15 or newer; with up-to-date web browsers, and security software, 500GB/128 SSD storage
• Headset/earphone with noise cancellation and webcam at 720p or higher resolution
• A designated, quiet, and well-organized workspace free from distractions to facilitate focused work

Benefits

• Permanent remote work setup
• Competitive starting rate paid in USD
• Internet Allowance
• HMO insurance (PH)
• Paid US holidays
• Paid Vacation and Sick Leaves