Job Title: Business Solution Specialist (Legal Workflow & Automation)
Job Type: Full-Time
Role Overview
We are looking for a detail-oriented Business Solution Specialist to build, manage, and optimize our legal document creation and system workflows.
In this role, you will bridge the gap between legal operations and system functionality—building dynamic document templates, configuring automated rules in Cogent, and translating technical and business documents into system workflows. The ideal candidate brings a baseline understanding of civil legal processes combined with practical hands-on experience building dynamic forms, logical workflows, and system rules.
Key Responsibilities
Template & Document Automation (Cogent)
- Template Authoring: Design, build, and maintain document templates using Cogent, incorporating Intelligent Tags, dynamic tables, and conditional logic/calculations.
- Tag Management: Strategically determine when and how to implement template tags to maximize reusability across legal forms.
- Forms Development: Apply working knowledge of civil procedure along with due-diligence information to design, enhance, and maintain legal pleadings, ensuring accurate document architecture and compliance with jurisdictional and enterprise requirements.
Workflow Engineering & Testing
- Rule & Logic Configuration: Create, configure, and test new business rules, action sets, and custom conditional logic within Cogent Workflow.
- Troubleshooting & Optimization: Analyze system behavior to diagnose, test, and resolve workflow errors or implement requested enhancements promptly.
- Process Documentation: Maintain and update business reference documents to serve as clear, actionable Standard Operating Procedures (SOPs) for end-users.
Strategic Collaboration
- Active participation in state-specific meetings to design and deploy forms and legal workflows for new and existing jurisdictions.
- Collaborate closely with the litigation team during recurring meetings to collect feedback, understand operational changes, and align system performance and forms development with team needs.
Qualifications & Skills
- Legal Baseline: General understanding of civil procedure and standard litigation documents and processes (state-agnostic). Must understand the functional differences between official court forms and custom pleadings.
- Technical Proficiency
- Practical experience creating dynamic templates, tables, and calculated tags or equivalent.
- Proven ability to build, test, and debug rules, action sets, and custom conditions in case management systems.
- Analytical Mindset: Strong problem-solving skills with a systematic approach to testing and troubleshooting system logic.
- Documentation Skills: Ability to turn technical workflows into clear, step-by-step SOPs.
- Communication & Availability: Excellent collaboration skills and availability to participate regularly in workflow development and litigation team meetings.
Preferred Experience
- Prior experience working in legal operations, law firms, or legal tech implementation.
- Background in legal document assembly software or workflow engine administration.
- Familiarity with Cogent is a significant plus.
Pay: $70,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: Remote
