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Filevine

Legal Transformation Specialist

Filevine

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

Posted 11/10/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in implementing LOIS Legal Research and Drafting solutions, with a strong understanding of legal research methods and document automation. Capable of training legal professionals and managing customer relationships while adapting to changing priorities and delivering impactful solutions.

Highest-signal resume keywords
Juris Doctor (JD)Legal Research PlatformsDocument AutomationProject ManagementLOIS Implementation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Legal Research MethodsLegal WritingDocument AutomationLOIS Solutions ConfigurationAI Tools Proficiency
Soft Skills
Assertive CommunicationProblem-SolvingInterpersonal SkillsAdaptabilityCreative Thinking
Tools & Technologies
FilevineLOIS Drafting SolutionsLegal Technology
Certifications & Qualifications
Juris Doctor (JD)
Industry Keywords
Legal Practice ExperienceCustomer SuccessChange ManagementConsultative ApproachCross-Functional Collaboration

About the role

Key responsibilities & impact
  • 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
  • Train attorneys, paralegals, and firm staff on LOIS tools, research approaches, drafting workflows, and responsible AI use
  • Manage implementation processes across customer accounts, keeping timelines, milestones, and expectations on track
  • Help firms build and refine templates, drafting playbooks, and workflows
  • Maintain comprehensive knowledge of Filevine products, with deep expertise in LOIS
  • Collaborate with Product, Support, Sales, Customer Success, and partners to improve adoption and customer outcomes
  • Relay customer feedback and use cases to Product to help shape the LOIS roadmap
  • Create content such as articles, videos, and 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

Requirements

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
  • 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
  • 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

Benefits

Comp & perks
  • 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