Senior Document Automation Specialist

Troutman Pepper Locke LLP; San Francisco (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Troutman Pepper Locke LLP is seeking a Senior Document Automation Specialist to design and implement automated document generation across the firm. You will integrate Generative AI tools into daily workflows, enabling faster, higher-quality draft output while maintaining strict confidentiality and compliance with firm standards.

The role focuses on building templates for contracts, pleadings, and client communications, collaborating with attorneys and paralegals, auditing templates, and driving

Qualifications

• Minimum five years of experience in document automation within a law firm or corporate legal environment.

Responsibilities

• Build and implement complex automated templates for contracts, pleadings, and client correspondence.
• Collaborate with attorneys, paralegals, and stakeholders to gather requirements for automation.
• Audit automated templates for accuracy and compliance with firm standards.
• Identify gaps in document workflows and drive process improvements.
• Maintain and update templates reflecting branding or policy changes.
• Train users on automation tools and best practices.
• Stay current on legal tech and Generative AI developments and translate to actionable insights.

Skills

Document automation

AI capabilities

Attention to detail

Time management

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree

Tools

HotDocs

Contract Express

Avvoka

Job description

We are always seeking talented, motivated, growth-minded, and creative individuals. Our firm is committed to providing employee support and advancement, while embracing inclusion and innovation as keys to a stronger future.

The Senior Document Automation Specialist drives efficiency across the firm's legal operations by designing and implementing automated document generation solutions and integrating Generative AI tools into everyday workflows. Bridging legal technology and practice innovation, the Senior Document Automation Specialist leverages AI-assisted drafting, intelligent document review, and research automation to assist attorneys and business professionals to produce higher-quality work products with greater speed and consistency.

Essential Responsibilities

• Build and implement complex automated templates and template packages for key legal document types, including contracts, pleadings, and client correspondence.
• Collaborate with attorneys, paralegals, and stakeholders to gather requirements and deliver automated solutions tailored to the practice group’s operational needs.
• Conduct routine audits of automated templates to ensure accuracy, consistency, and compliance with firm and legal standards.
• Assess current document workflows, identify gaps, and drive process improvements that enhance efficiency and maintain compliance.
• Maintain document templates and ensure they are current by updating to reflect changes in formatting, branding, or firm policy.
• Train and support attorneys and business professionals on document automation tools and best practices to promote firm-wide quality standards.
• Stay current on legal technology and Generative AI developments, translating relevant trends and risk into actionable insights for the team.
• Maintain strict confidentiality of firm-related information.

Required Knowledge, Skills, And Abilities

• Comprehensive knowledge of document automation platforms paired with an active interest in emerging AI capabilities and a disciplined, responsible approach to their deployment in a legal setting.
• Strong understanding of legal documentation; familiarity with document management systems and version control.
• Knowledge of formatting styles and guidelines, such as APA, MLA, or Chicago Manual of Style.
• Strong attention to detail and excellent proofreading and editing skills.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Strong communication skills, both written and verbal, with the ability to effectively convey information and instructions.
• Ability to work collaboratively and effectively with cross-functional teams and individuals at all levels of the organization.
• Comfortable navigating word processing software and systems, with a knack for finding practical solutions to typical issues and challenges.
• High level of confidentiality and professionalism when dealing with sensitive and confidential documents.
• Strong commitment to client service, ethical conduct, and firm values.

Required Education

• Bachelor’s degree in Information Technology, Computer Science, Business Administration, Legal Studies, or a related field; any combination of training, experience, and education that demonstrates the ability to perform the essential functions of the position may be considered.

Preferred Education

• N/A

Certification(s)

• N/A

Required Qualifications

• Minimum five (5) years of experience in document automation within a law firm or corporate legal environment.
• Proven ability to apply AI, automation, and related technologies to simplify and streamline workflows and deliver lasting solutions to longstanding operational challenges.

Preferred Qualifications

• Demonstrated proficiency with coding in document automation tools, including platforms such as HotDocs, Contract Express, or Avvoka.
• Exposure to scripting or coding languages (e.g., JavaScript, XML) beneficial.

Troutman Pepper Locke will comply with any applicable city or state workplace mandates in effect in regards to Covid-19.

This position description is intended to describe the general content of and requirements for the performance of the job. The statements contained in the position description are not necessarily all-inclusive and additional duties and responsibilities may be assigned as determined by business needs.

This position description does not constitute a written or implied contract of employment.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

By applying for this position, you agree and understand that Troutman Pepper Locke will process your Personal Information pursuant to the terms of our Worker and Applicant Global Privacy Notice. If you have questions about our data handling practices, or you are a resident of California, the United Kingdom, or the European Union and wish to exercise your privacy rights, please contact us at [e-mail].

Equal Employment Opportunity

Troutman Pepper Locke adheres to a policy of equal opportunity and will make all employment decisions, which include hiring, promotion, transfer, demotion, evaluation, compensation and separation, without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, pregnancy, citizenship, disability, genetic information, marital or armed forces status and any other classification as protected by law.

Compensation is dependent on several factors, such as position, location, market, education, training, and/or experience.

Hiring Salary Range

$85,000.00 - $125,000.00