Legal Tech Onboarding Project Lead

Feedinkoo; United States; On-site; USD 70,000 - 79,000; Full time

Benefits offered by this job

Flexible PTO

Summer Fridays

Paid Parental Leave

Medical, Dental, Vision, Paid Sick

Flexible Spending Account

Health Savings Account

401(k) match

Job summary

CARET leads the onboarding journey for new CARET Legal clients, guiding law firms through configuration, data/document migration, training, and go-live. As the primary client contact, the OPM ensures a timely, successful onboarding experience aligned with CARET’s time-to-value (TTV) goals.

This client-facing role requires strong project management, communication, and cross-functional coordination, plus hands-on oversight of migrations and third-party tool integrations.

Qualifications

• 3+ years in SaaS onboarding or legal tech implementation.
• Experience with GUIDEcx or similar project platforms.
• Familiarity with legal billing, trust accounting, and AR/AP workflows.
• Strong proficiency in Excel, Confluence, Teams, and Sharefile.
• Knowledge of LEDES/UTBMS billing formats.

Responsibilities

• Own end-to-end onboarding from kickoff to support transition.
• Build and manage timelines, tasks, and milestones in GUIDEcx.
• Lead client meetings, maintain engagement, and drive accountability.
• Collaborate with Data Engineering to complete assessments and migrations.
• Validate configuration accuracy and resolve data issues.
• Coordinate third-party tools and integrations (e.g., Office365, Mailgun, LawToolBox).
• Conduct discovery to gather billing, trust, contact, and matter setup requirements.
• Deliver tailored training plans and provide branded resources and documentation.
• Serve as main point of contact for onboarding calls, emails, and questions.
• Track blockers, risks, and escalations with clear documentation.
• Contribute feedback to improve templates, tools, and SOPs.
• Ensure clean handoff to Support with internal transition briefings.

Skills

3+ years SaaS onboarding

Client-facing roles

Cross-functional coordination

Tools

GUIDEcx

Office365

Mailgun

LawToolBox

Excel

Confluence

Teams

Sharefile

Job description

CARET leads the onboarding journey for new CARET Legal clients, guiding law firms through configuration, data/document migration, training, and go-live. As the primary client contact, the OPM ensures a timely, successful onboarding experience aligned with CARET’s time-to-value (TTV) goals.

This client-facing role requires strong project management, communication, and cross-functional coordination, plus hands-on oversight of migrations and third-party tool integrations.