Remote-First Docket Implementation Lead

Legal Intake Pros LLC; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote-first

PTO and holidays

Professional development

Virtual team events

High-trust environment

Job summary

Legal Intake Pros LLC seeks a Lead Docket Implementation Specialist to help law firms set up and refine their intake tech stack, primarily using Lead Docket, Filevine, and Vinesign. You will tailor builds to client needs, create scalable workflows, and support post-launch improvements.

Ideal candidates bring 2+ years with relevant CRMs, strong problem-solving and communication skills, and a solid understanding of law firm operations.

Qualifications

• 2+ years of experience with Lead Docket, Filevine, or Vinesign (or similar CRMs).
• Confident working in fast-paced, client-facing roles.
• Familiarity with law firm operations, preferably in personal injury or high-volume firms.
• Excellent problem-solving and communication skills.
• Strong attention to detail and ability to manage competing priorities.
• Experience in technical implementation, automations, or intake systems.

Responsibilities

• Customize and implement Lead Docket, Filevine, and Vinesign systems based on client needs
• Build and update task flows, deadline chains, section layouts, and document generation templates
• Configure contact sources, intake logic, source lists, lead routing, and e-sign workflows
• Perform real-time customization during client meetings when needed
• Translate requirements into mapped fields, custom forms, and automated workflows
• Provide post-launch system support, iterate based on client feedback, and maintain documentation
• Ensure data integrity through cleanup, field mapping, and testing
• Collaborate across departments to align system builds with quality control, coaching, and reporting

Skills

Client-facing

Fast-paced

Law firm operations

Problem-solving

Attention to detail

Technical implementation

Tools

Lead Docket

Filevine

Vinesign

Job description

Legal Intake Pros LLC seeks a Lead Docket Implementation Specialist to help law firms set up and refine their intake tech stack, primarily using Lead Docket, Filevine, and Vinesign. You will tailor builds to client needs, create scalable workflows, and support post-launch improvements.

Ideal candidates bring 2+ years with relevant CRMs, strong problem-solving and communication skills, and a solid understanding of law firm operations.