Legal Transformation Specialist

Filevine; Salt Lake City (UT); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Competitive pay

Maternity & paternity leave

Disability insurance

Leadership learning opportunities

Company swag

Job summary

Filevine is seeking a Legal Transformation Specialist in the Product Implementations Department to advance LOIS Legal Research and LOIS Drafting for law firms. You will tailor configurations to fit each firm's workflows, train staff on LOIS tools, and manage end-to-end implementation across multiple accounts.

As a JD holder with legal experience, you will collaborate with Product, Support, Sales, and Customer Success to drive adoption and ensure successful outcomes.

Qualifications

• JD from an accredited law school.
• Experience with legal research platforms, document automation, or legal tech.
• Strong project management and cross-functional collaboration skills.
• Excellent verbal and written communication with attorneys and staff.
• Ability to train and guide law firm staff on LOIS tools and AI usage.

Responsibilities

• Lead LOIS Legal Research and LOIS Drafting implementations for law firms using Filevine.
• Assess firm workflows and documents to tailor LOIS configurations.
• Train attorneys, paralegals, and staff on LOIS tools and AI usage.
• Manage implementation timelines across customer accounts with milestones.
• Create templates, playbooks, and workflows to fit standards and preferences.
• Maintain deep LOIS product knowledge and collaborate with cross-functional teams.
• Gather customer feedback to inform LOIS roadmap.
• Produce content and demos for teams and partners.
• Travel on-site to client offices for training.

Skills

Legal research

Project management

Communication

AI in law

Training professionals

Stakeholder management

Education

Juris Doctor (JD) from an accredited law school

Tools

Legal research platforms

Document automation

Legal technology

Job description

Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.

Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

Job Summary

Filevine is hiring a Legal Transformation Specialist for the Product Implementations Department. This team is vital to the retention and growth of firms using our software. In this role, you’ll bring your legal expertise to the implementation of LOIS Legal Research and LOIS Drafting, and beyond, helping law firms change how they research, draft, and deliver work.

What You’ll Do

• Lead the implementation of LOIS Legal Research and LOIS Drafting solutions for law firms using Filevine


• Assess each firm’s practice areas, workflows, and document needs to configure LOIS solutions that fit how their attorneys and staff work


• Train attorneys, paralegals, and firm staff on LOIS tools, including effective research approaches, drafting workflows, and responsible use of AI in legal practice


• Manage the implementation process across a variety of customer accounts, keeping timelines, milestones, and expectations on track


• Help firms build and refine templates, drafting playbooks, and workflows that match their standards and preferred work product


• Maintain comprehensive knowledge of the Filevine family of products, with deep expertise in LOIS


• Work with cross-functional teams (Product, Support, Sales, Customer Success) and partners to identify opportunities to improve adoption and customer outcomes


• Relay customer feedback and real-world use cases to Product to help shape the LOIS roadmap


• Assist in creating content as approaches and configurations mature into best practices (articles, videos, example builds), and present it to cross-functional teams and partners


• Support other teams and roles as needed


• Travel on-site to customer offices to launch and train on LOIS products.

What You’ll Need

• Juris Doctor (JD) from an accredited law school


• Legal practice experience preferred


• Experience with legal research platforms, document automation, or legal technology


• Project management experience preferred


• Assertive communicator who can make recommendations and instill confidence, including with attorneys and firm leadership


• Exceptional curiosity and creative thinking to get to the root cause of a customer’s priorities


• Quick learner of new technologies, including AI tools, and is self-motivated


• Driver of change for more impactful solutions and customer outcomes at a fast-growing company


• Ability to lead critical conversations


• Ability to independently manage competing customer priorities and initiatives with limited structure

Qualifications

• A curious mind that wants to know how it works and why it works; the type of person who can’t help but push a button to see what happens


• Strong understanding of legal research methods and legal writing, and how attorneys vet and rely on work product


• Strong interpersonal skills for building relationships with clients and collaborating with internal teams


• Problem‑solving skills to listen to a customer’s goals and concerns and recommend solutions on the fly


• Comfort discussing AI accuracy, confidentiality, and professional responsibility concerns with attorneys


• Adaptable to sudden changes, whether in a customer conversation or in overall business strategy


• A confident, persuasive storyteller who uses pacing, emphasis, and tone to capture and hold an audience’s attention


• Legal software administration experience is a plus but not necessary

In addition to the qualifications above, we expect our team members to have:

• Proven ability to maintain focus, productivity, and composure in high‑stress, fast‑paced, in‑person environments


• Adaptability to open‑office layouts while staying focused and respectful of colleagues


• Skill at handling high‑priority Zoom calls with upset customers on short notice, using empathy and composure to resolve complex issues


• Ability to prepare and deliver dynamic storytelling demonstrations of LOIS and the Filevine suite


• A consultative approach with prospective and current clients, working alongside sales reps to assess needs and determine requirements

Work Location Expectation: Most roles for candidates in or near these metro areas (San Francisco, Salt Lake City, Chicago, or New York) are fully onsite. Some roles offer a hybrid schedule of 2–3 days in‑office per week

Cool Company Benefits

• A dynamic, rapidly growing company, focused on helping organizations thrive


• Medical, Dental, & Vision Insurance (for full‑time employees)


• Competitive & Fair Pay


• Maternity & paternity leave (for full‑time employees)


• Short & long‑term disability


• Opportunity to learn from a dedicated leadership team


• Top‑of‑the‑line company swag

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