Legal Tech & AI Engineer

The Lemon Pros LLP; Beverly Hills (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Professional development assistance

Retirement plan

Vision insurance

Job summary

The Lemon Pros LLP in Beverly Hills is seeking a capable Legal Technology & AI Solutions Manager to lead the development, implementation, and optimization of technology systems, AI solutions, software platforms, and automated workflows for the firm. This high-impact, hands-on role focuses on improving productivity, reducing repetitive work, and enhancing data visibility to scale operations.

You will collaborate with leadership to translate business needs into scalable technical solutions from

Qualifications

• Demonstrated experience designing, implementing, and optimizing technology solutions in a business or professional-services environment.
• Experience administering and customizing CRM, case-management, workflow-management, or other business software platforms.
• Experience developing workflow automations using Power Automate, Zapier, Make, or similar platforms.
• Experience developing AI agents, document-processing tools, retrieval systems, knowledge bases, or other AI-powered business applications.
• Experience with APIs, webhooks, software integrations, data connectors, or automated data flows between SaaS platforms.
• Experience with programming, scripting, software development, or technical solution architecture.
• Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, data transformation, dashboards, data models, and analytical workbooks.
• Strong project-management and organizational skills, with the ability to manage multiple technical initiatives from concept through completion.
• Strong attention to detail and a commitment to testing, documenting, and validating technology solutions before deployment.
• Highly driven and resourceful, with a demonstrated ability to take initiative, independently research solutions, and deliver results with minimal supervision.
• Team-oriented with a solution-focused attitude that welcomes feedback and is committed to continuous learning and improvement.

Responsibilities

• Identify, design, and implement artificial intelligence solutions that improve employee productivity, client service, reporting, document handling, and internal business processes.
• Develop AI-powered tools, assistants, agents, and workflows using large language models, APIs, prompt engineering, AI-assisted programming, and related technologies.
• Build, test, and maintain automations using Filevine, Microsoft 365, Power Automate, Zapier, Make, APIs, webhooks, scripting, and similar platforms.
• Customize, administer, and optimize Filevine, including project types, sections, fields, forms, templates, reports, permissions, workflows, and automation tools.
• Maintain and optimize the firm's CRM, communication, document-management, reporting, productivity, and other SaaS platforms.
• Design integrations between the firm's software platforms to improve data flow, eliminate duplicate data entry, and create more connected business systems.
• Build and maintain dashboards, KPIs, reports, and analytical tools that provide leadership and department managers with meaningful operational insights.
• Develop advanced Excel workbooks, data models, dashboards, reporting templates, and analytical tools to support performance monitoring and decision-making.
• Design and develop internal applications, scripts, prototypes, or software tools using appropriate programming languages, APIs, low-code/no-code platforms, and AI-assisted development tools.
• Research, evaluate, test, and recommend new software, AI platforms, and emerging technologies that may improve efficiency, scalability, accuracy, or client service.
• Manage technology projects from requirements gathering and solution design through testing, deployment, employee training, and post-launch optimization.
• Develop and maintain technical documentation, system maps, workflow diagrams, standard operating procedures, user guides, and training materials.
• Troubleshoot software, automation, integration, and reporting issues and coordinate with vendors, consultants, and outside technology providers when necessary.

Skills

Tech solution design

CRM administration

Workflow automation

AI applications

APIs & Integrations

Programming / Scripting

Excel advanced

Project management

Quality assurance

Self-motivation

Team player

Filevine (customization)

Python

JavaScript/TypeScript

PowerShell

SQL

Power BI

Azure OpenAI

Azure certification

Education

Filevine certification

Microsoft Azure certification

AI / Data analytics certification

Tools

Microsoft 365

Power Automate

Zapier

Make

APIs

Job description

Job description

Overview

We are a fast-growing plaintiff-side law firm seeking a highly capable Legal Technology & AI Solutions Manager to lead the development, implementation, and optimization of the firm's technology systems, artificial intelligence solutions, software platforms, and automated workflows.

This is a high-impact, hands-on role focused on using technology to improve productivity, eliminate repetitive work, enhance data visibility, and help the firm operate more efficiently at scale. You will work closely with firm leadership and departmental stakeholders to identify business challenges, design practical technology solutions, and manage initiatives from concept through implementation.

The ideal candidate is analytical, innovative, technically skilled, and highly resourceful. This individual should enjoy solving complex problems, experimenting with emerging technologies, and translating business needs into scalable technical solutions.

Key Responsibilities

• Identify, design, and implement artificial intelligence solutions that improve employee productivity, client service, reporting, document handling, and internal business processes
• Develop AI-powered tools, assistants, agents, and workflows using large language models, APIs, prompt engineering, AI-assisted programming, and related technologies
• Build, test, and maintain automations using Filevine, Microsoft 365, Power Automate, Zapier, Make, APIs, webhooks, scripting, and similar platforms
• Customize, administer, and optimize Filevine, including project types, sections, fields, forms, templates, reports, permissions, workflows, and automation tools
• Maintain and optimize the firm's CRM, communication, document-management, reporting, productivity, and other SaaS platforms
• Design integrations between the firm's software platforms to improve data flow, eliminate duplicate data entry, and create more connected business systems
• Build and maintain dashboards, KPIs, reports, and analytical tools that provide leadership and department managers with meaningful operational insights
• Develop advanced Excel workbooks, data models, dashboards, reporting templates, and analytical tools to support performance monitoring and decision-making
• Design and develop internal applications, scripts, prototypes, or software tools using appropriate programming languages, APIs, low-code/no-code platforms, and AI-assisted development tools
• Research, evaluate, test, and recommend new software, AI platforms, and emerging technologies that may improve efficiency, scalability, accuracy, or client service
• Manage technology projects from requirements gathering and solution design through testing, deployment, employee training, and post-launch optimization
• Develop and maintain technical documentation, system maps, workflow diagrams, standard operating procedures, user guides, and training materials
• Troubleshoot software, automation, integration, and reporting issues and coordinate with vendors, consultants, and outside technology providers when necessary

Requirements

Qualifications

• Demonstrated experience designing, implementing, and optimizing technology solutions in a business or professional-services environment
• Experience administering and customizing CRM, case-management, workflow-management, or other business software platforms
• Experience developing workflow automations using Power Automate, Zapier, Make, or similar platforms
• Experience developing AI agents, document-processing tools, retrieval systems, knowledge bases, or other AI-powered business applications
• Experience with APIs, webhooks, software integrations, data connectors, or automated data flows between SaaS platforms
• Experience with programming, scripting, software development, or technical solution architecture
• Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, data transformation, dashboards, data models, and analytical workbooks
• Strong project-management and organizational skills, with the ability to manage multiple technical initiatives from concept through completion
• Strong attention to detail and a commitment to testing, documenting, and validating technology solutions before deployment
• Highly driven and resourceful, with a demonstrated ability to take initiative, independently research solutions, and deliver results with minimal supervision
• Team-oriented with a solution-focused attitude that welcomes feedback and is committed to continuous learning and improvement

Preferred Qualifications

• 3+ years of relevant experience in software development, AI solutions, workflow automation, systems integration, or similar technology-focused role
• Experience customizing and administering Filevine or other similar legal case management software
• Proficiency with one or more programming or scripting languages, such as Python, JavaScript, TypeScript, C#, or PowerShell
• Experience with SQL, relational databases, Power BI, Tableau, or similar reporting and data-visualization tools
• Familiarity with Microsoft Azure, OpenAI APIs, Azure OpenAI, or similar AI and cloud-development platforms
• Relevant certifications in Filevine, Microsoft Power Platform, Microsoft Azure, artificial intelligence, data analytics, or related technologies are a plus

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance