Legal Operations & Automation Specialist

The Lemon Pros; Beverly Hills (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Free parking

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

The Lemon Pros in Beverly Hills seeks a highly organized Legal Operations Specialist to optimize the firm’s business systems and workflows. You will design, configure, and maintain Filevine templates, fields, forms, and reports while building dashboards and financial models in Excel to monitor performance.

You will identify operational bottlenecks, implement automation, develop SOPs, and train staff to run recurring reports.

Qualifications

• Bachelor's degree from an accredited university.
• Experience customizing and configuring Filevine, including fields, sections, forms, templates, and custom reports.
• Expert proficiency with Microsoft Excel, including advanced formulas, data analysis, custom reporting, and building repeatable reporting processes.
• Develop and generate custom reports and analyses to support firm operations and decision-making; establish recurring reporting processes, and train staff to independently run and maintain recurring reports.
• Experience configuring and administering RingCentral, Microsoft Teams, and other communication platforms.
• Experience administering CRM, case management, or other business software platforms.
• Strong analytical, troubleshooting, and problem-solving skills with the ability to develop practical technology solutions.
• Experience analyzing and improving business processes through technology and workflow optimization.
• Strong project management and organizational skills with the ability to manage multiple initiatives simultaneously.
• Highly driven and resourceful, with a demonstrated ability to take initiative, manage multiple priorities, and deliver results with minimal supervision.
• 401(k)
• Dental insurance
• Free parking
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Responsibilities

• Customize and maintain Filevine system configurations, including templates, fields, forms, reports and workflows.
• Design and maintain advanced Excel workbooks, financial models, dashboards, and reporting templates that support ongoing performance monitoring.
• Monitor employee performance through KPIs and other quality assurance tools, including reviewing communications, dashboards, and other measurement tools to identify training needs and areas requiring management attention.
• Build custom reports, dashboards, KPIs, and reporting tools to provide meaningful operational and management insights.
• Analyze existing operational processes and workflows to identify inefficiencies, bottlenecks, and opportunities for automation or improvement.
• Develop and maintain standard operating procedures, technical documentation, and training materials for workflows, firm software and business systems.
• Train staff on firm software, process changes, and procedures, and develop resources that enable employees to independently perform routine tasks and reports.
• Troubleshoot software issues, coordinate with vendors, and serve as the primary point of contact for software-related operational questions.

Skills

Analytical skills

Project management

Organizational skills

Troubleshooting

Training staff

Attention to detail

Proactive/self-motivated

Education

Bachelor's degree

Tools

Filevine customization

RingCentral

Microsoft Teams

Microsoft Excel

CRM / case management software

Job description

The Lemon Pros in Beverly Hills seeks a highly organized Legal Operations Specialist to optimize the firm’s business systems and workflows. You will design, configure, and maintain Filevine templates, fields, forms, and reports while building dashboards and financial models in Excel to monitor performance.

You will identify operational bottlenecks, implement automation, develop SOPs, and train staff to run recurring reports.