Document Management Consultant

Affinity Consulting; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Affinity Consulting is seeking a Document Management Consultant with deep NetDocuments or iManage expertise. You’ll guide law firms from discovery through go-live and beyond, designing solutions that fit real workflows.

You’ll lead sessions, configure security models and workspaces, handle integrations, train users, create clear documentation, and drive adoption while working with migration engineers and project managers.

Qualifications

• 3+ years of hands–on experience with NetDocuments or iManage, including independent configuration of security models, workspaces, and profiles.
• Experience leading or facilitating at least one end-to-end DMS implementation.
• Hands–on work with DMS integrations, cabinet migrations, or data conversions.
• Skill in training end users and creating clear user documentation.
• Confidence leading client discovery and framing solutions for technical and non-technical audiences.
• Strong project and time management, with the ability to scope, track, and deliver your own work across multiple clients.
• A track record of building trust with clients and internal stakeholders.

Responsibilities

• Discovery and design: Lead sessions to understand how a firm works with documents, what isn’t working, and what success looks like.
• Configuration and integrations: Build NetDocuments or iManage environments and connect them to the tools clients rely on every day.
• Training and adoption: Train end users, create documentation people will use, and measure how the platform is performing after go-live.
• Transformation and support: Plan enhancement projects, run health reviews, and serve as the client’s point of contact for system questions, escalations, and roadmap decisions.
• Collaborating with peers: Coordinate with data migration and system update teams, and share best practices across the team.

Skills

NetDocuments/iManage expertise

DMS implementation leadership

DMS integrations

Training end users

Client discovery

Project management

Building client trust

Tools

iCompli

FileTrail

Checkbox

WalkMe

BA Insight

SharePoint

Prosperoware CAM

ServiceNow

Job description

Know NetDocuments or iManage Inside and Out?

Even Better at Explaining It?

Does this sound like you?

• You've configured NetDocuments or iManage environments and can set up security, workspaces, and profiles without a step-by-step guide.
• You can lead a discovery session, figure out how a firm really works with documents, and design a solution that fits.
• You enjoy the technical build, but you care even more about whether people actually use what you set up.
• You're comfortable staying with a client after go-live, planning enhancements, and keeping the platform working as their needs change.

Then you may be our next Document Management Consultant!

What You'll Do

You'll help law firms and legal departments get more from their document management systems, from the first planning conversation through ongoing support. Sometimes the system is in place, but people aren't using it well. You'll learn how the firm works, figure out what it needs, and help improve the system as those needs change.

You'll look beyond the immediate request to spot useful solutions the client may not have considered. You'll also keep up with new features from NetDocuments and iManage, including their AI tools, and help clients put the right ones to use. That could mean setting up security and workspaces, connecting the system to everyday tools, or guiding a cabinet migration or system refresh from discovery through validation.

Your work with a client continues after go-live. You'll talk with firm leaders about their goals, help decide whether they need a new project, a tune-up, or ongoing support, and train staff so they can use the platform confidently. You'll work closely with consultants, migration engineers, and your team project manager.

What We Are Looking For

Someone who brings:

• 3+ years of hands–on experience with NetDocuments or iManage, including independent configuration of security models, workspace templates, and profiles.
• Experience leading or facilitating at least one end-to-end DMS implementation.
• Hands–on work with DMS integrations, cabinet migrations, or data conversions.
• Skill in training end users and creating clear user documentation.
• Confidence leading client discovery and framing solutions for technical and non-technical audiences.
• Strong project and time management, with the ability to scope, track, and deliver your own work across multiple clients.
• A track record of building trust with clients and internal stakeholders.

• Information governance tools such as iCompli or FileTrail.
• Familiarity with Checkbox, WalkMe, BA Insight, SharePoint, Prosperoware CAM, or ServiceNow.
• Experience working in or consulting for large law firms or corporate legal departments.

Your Responsibilities

• Discovery and design: Lead sessions to understand how a firm works with documents, what isn't working, and what success looks like.
• Configuration and integrations: Build NetDocuments or iManage environments and connect them to the tools clients rely on every day.
• Training and adoption: Train end users, create documentation people will use, and measure how the platform is performing after go-live.
• Transformation and support: Plan enhancement projects, run health reviews, and serve as the client's point of contact for system questions, escalations, and roadmap decisions.
• Collaborating with peers: Coordinate with data migration and system update teams, and share best practices across the team.

More About Us

We're Affinity and Lawyerist (one team; two brands), and we're changing the legal industry by helping legal professionals build healthy businesses and better lives. Alongside our consulting and coaching work, we produce a podcast (The Lawyerist Podcast), publish several best-selling books (Be a Next Level Leaderand The Small Firm Roadmap)speak at national conferences, and build bold partnerships with the tools and organizations reshaping the legal landscape.

We also share a commitment to these Core Values:

• Be Inclusive.
• Act with Integrity.
• Grab the Marker.
• Stay Curious.
• Drive Change.

Details You'll Want to Know

This is a full-time, 100% remote role. You will need reliable internet, a professional workspace, and the ability to travel for client meetings, conferences, events, and team gatherings. Our team generally works from 8:30 a.m.–5:00 p.m. Central Time, Monday through Friday, with flexibility and trust.

Candidate must live in the United States and be eligible to work here. We are currently prioritizing candidates in the Central and Eastern time zones. Applicants elsewhere in the U.S. are welcome if they can work our regular business hours (8:30-5 CT).

We embrace diversity.

We strongly encourage candidates from all backgrounds to apply. We don't discriminate based on gender identity or expression, sexual orientation, race, religion, age, national origin, citizenship, disability, pregnancy status, veteran status, or other differences.

If you have a disability and there's a way we can make the interview process better, please let us know at [e-mail] with the subject "Interview Accommodations". We're happy to accommodate.