Forms Automation Specialist - Information Technology - Dallas

Winstead PC; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Winstead PC seeks a Document Automation Specialist to automate standard documents, amend automated content, and test content for regular releases. The role emphasizes best practices and efficiency in the firm’s document assembly program, with training provided by an internal team.

You will collaborate with attorneys, practice groups, and the Forms Automation team to automate documents, manage templates, and ensure accurate, scalable content.

Qualifications

• Expertise in Microsoft Word required.
• Experience with document automation software such as Contract Express or HotDocs preferred.
• Advanced project management skills and ability to juggle multiple deadlines.

Responsibilities

• Collaborate with attorneys and practice-group liaisons to promote document automation solutions.
• Assist attorneys to automate standard documents and keep templates up to date.
• Develop and manage timelines for document template creation.
• Provide training on document automation and best practices.
• Create and manipulate online questionnaires for automated documents.
• Analyze documents to determine automation level and design automation solutions.
• Test document automation and resolve errors; prepare production transitions and end-user training.
• Support document automation system administration and user access management.

Skills

MS Word

Contract Express

HotDocs

Project management

Attention to detail

Legal document experience

English writing

Flexible hours

Job description

We are seeking a Document Automation Specialist to automate standard documents, amend existing automated content, and test content for regular releases. Ensure best practices and operational efficiency for our document assembly program. The successful candidate will have significant experience in a legal services environment. Training will be provided by internal document automation team.

• Work closely with the Firm's attorneys and practice group liaisons to promote document automation solutions both within the business and as a client facing solution;
• Support attorneys and practice groups to automate their standard documents and to keep their respective collections accurate and up to date;
• Develop and manage timelines for creation of document templates;
• Provide training to attorneys on how to mark up a document for automation and provide advice on best practices for document automation;
• Create and manipulate online questionnaires for use with automated documents to provide users with the most effective and efficient user experience;
• Deconstruct a document into its component parts and apply logic to the underlying structure to assess the level of automation required and to create the automation design; understand the relevance of component parts of the document and apply logic to those relevancies in order to create optimal automation;
• Research and investigate new procedures or services that can improve efficiency and document quality;
• Test document automation; record and resolve errors in automation;
• Complete all aspects of document automation, including coding, testing and error resolution (which may involve creative coding solutions), managing the transition of the automated document to production, end-user training and create the relevant documentation;
• Support the administration and end-user management of the document automation system for internal and client use;
• Ensure that the organization and administration of the templates and documents is designed for future growth and enhancements; ensure the correct levels of access are granted to end-users (user/editor/administrator); provide usage reports as needed;
• Be a team player communicating with the Forms Automation team on incoming projects and;
• Update project management database with status of projects.

Requirements:

• Expertise in Microsoft Word;
• Experience in document automation software such as Contract Express, HotDocs preferred;
• Advanced project management skills, including the ability to juggle many projects at one time and meet all deadlines;
• Excellent organizational skills, attention to detail, and delivery of high-quality work;
• Experience and knowledge of working with legal documents with the ability to deconstruct the content into its component parts;
• Excellent English writing and oral communication skills;
• Ability to work off-hours if needed for urgent projects;
• Ability to retain information as training is provided.