Legal Operations Specialist

The Lemon Pros LLP; Beverly Hills (CA); On-site; USD 90,000 - 130,000; 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 LLP is seeking a meticulous Legal Operations Specialist in Beverly Hills to optimize the firm’s workflows and technology stack. You will tailor Filevine configurations and build advanced Excel reports to monitor performance across departments.

You will also design SOPs, train staff on new processes, and partner with leadership to automate systems, improve efficiency, and scale operations as the firm grows.

Qualifications

• Bachelor's degree from an accredited university.
• Experience customizing and configuring Filevine, including fields, sections, forms, templates, and reports.
• Advanced Microsoft Excel skills including formulas, data analysis, and custom reporting.
• Experience configuring RingCentral, Microsoft Teams, and other communication tools.
• Experience administering CRM or case management platforms.
• Strong analytical, troubleshooting, and problem-solving abilities.

Responsibilities

• Customize and maintain Filevine configurations, templates, fields, and workflows.
• Design and maintain advanced Excel dashboards and reporting templates.
• Monitor KPIs and QA tools to identify training needs and management focus.
• Create reports, dashboards, and reporting tools for operational insights.
• Analyze processes to identify inefficiencies and opportunities for automation.

Skills

Analytical thinking

Organizational skills

Technology-driven

Problem-solving

Project management

Self-motivation

Education

Bachelor's degree

Tools

Filevine

RingCentral

Microsoft Teams

CRM software

Excel

Job description

Overview

The Lemon Pros is a fast-growing plaintiff-side law firm seeking a highly motivated Legal Operations Specialist to help optimize and scale the firm's business systems and operational workflows.

This is a high-impact role responsible for improving how our firm operates by leveraging technology, automation, reporting, and process improvement. You will work closely with firm leadership to identify operational challenges, implement innovative solutions, optimize software platforms, and improve efficiency across every department.

The ideal candidate is analytical, highly organized, technology-driven, and enjoys solving complex operational problems. This role is ideal for someone who thrives on learning new technologies, improving business processes, and finding smarter ways to help a growing organization operate more efficiently.

Requirements

Key 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

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

Benefits

• 401(k)
• Dental insurance
• Free parking
• Health insurance
• Life insurance
• Paid time off
• Vision insurance