Legal Technology Consultant

Job Title: Legal Technology Consultant Location: Remote Type: Full-time About Us: We partner with law firms to streamline their operations through smart, tailored legal technology solutions.

As experts in platforms like Filevine, SmartAdvocate, Neos and other legal CRMs, we help our clients modernize their case management processes and improve efficiency. We’re deeply integrated with every firm we work with. We take the time to understand their systems like they’re our own — because they are.

We don’t just solve individual problems. We build cohesive solutions that consider each firm’s full tech landscape and business goals. We offer boutique-level service for every client with the goal to always over-deliver. Position Overview: We are seeking an experienced Legal Tech Consultant to join our growing team.

This role is ideal for someone with a strong legal background who also thrives in a tech-forward, problem-solving environment. You’ll work closely with clients to optimize their workflows, configure case management systems (CMS), and provide training and strategic guidance.

You will manage clients on your own with the focus on building solutions that work best for their needs, out of the box thinking is critical for this role.

Key Responsibilities

Collaborate with law firms to assess operational needs and translate them into practical technology solutions Configure and customize CMS platforms (e. g.

, Filevine, Lead Docket, Lawmatics, Case Status, and others) Manage database functions including field mapping, data structuring, automation rules, and document templates Conduct client-facing discovery sessions, process mapping, and training workshops Offer guidance on best practices for intake, case workflow, reporting, and compliance Maintain documentation and assist with support and change management post-implementation Qualifications: 5+ years of experience in the legal industry as a case manager or paralegal capacity 1+ year of experience in database administration