Legal Automations Specialist

Overview

This role is for a hands-on Legal Assistant / Automations Specialist supporting a wills and estates practice. The position is primarily automation-focused, involving the day-to-day building, running, and continuous improvement of AI-driven workflows alongside a highly AI-literate principal. In addition to automation responsibilities, the role includes legal assistant support across estate planning and estate administration matters.

The successful candidate must be available to work during US Pacific Time business hours. Experience supporting a law firm in the United States is highly desirable, and wills and estates administration experience is a strong advantage.

Responsibilities

• Design, build, test, and maintain automated workflows across:
  • Client intake
  • Matter opening
  • Document generation
  • Task management
  • Client communications
• Use AI tools hands-on to:
  • Draft, summarize, review, and process legal and administrative work
  • Develop effective prompts, templates, and repeatable AI processes
• Configure and administer the firm’s practice management system, including:
  • Matter workflows
  • Templates
  • Custom fields
  • Automations
  • Reporting
• Connect systems and automate hand-offs using workflow automation platforms (e.g., Zapier, Make, Power Automate) and integrations between practice management, email, calendar, e-signature, and document storage
• Build and maintain document automation templates for:
  • Wills
  • Trusts
  • Powers of attorney
  • Healthcare directives
  • Related estate planning documents
• Identify manual, repetitive tasks across the practice and propose and implement automation or AI solutions to remove them
• Document workflows, automations, and standard operating procedures so processes remain clear, consistent, and easy to maintain
• Monitor automations for errors, troubleshoot issues, and keep data accurate and up to date across systems
• Provide legal assistant support on estate planning and estate administration matters, including:
  • Preparing drafts
  • Organizing client documents
  • Tracking deadlines
  • Coordinating signings
• Manage client intake questionnaires, follow-ups, and routine client correspondence, using automated and AI-assisted processes where appropriate
• Stay current with new AI and automation tools relevant to legal practice and recommend improvements to the principal

Requirements

• A degree in Law, Legal Studies, or Paralegal Studies, or an equivalent legal or paralegal diploma
• Mandatory hands-on experience using AI tools (e.g., ChatGPT, Claude, Copilot) in a professional setting, including practical examples of AI-driven work you have built or run
• Mandatory demonstrated experience building workflow automations using platforms such as Zapier, Make, Power Automate, or similar
• Mandatory experience configuring or administering a legal practice management system (e.g., Clio, MyCase, PracticePanther, Smokeball, Lawmatics, or similar)
• Mandatory availability to work US Pacific Time business hours
• Ability to work independently and manage competing priorities in a remote working environment
• Strong process-mapping and problem-solving skills, including the ability to turn a manual process into a reliable automated workflow
• Comfort working with APIs, integrations, and connected systems
• High attention to detail and accuracy when handling legal documents and client data
• Excellent written and verbal English communication skills

Preferred Qualifications

• Experience supporting a law firm in the United States (highly desirable)
• Experience with wills and estates administration, estate planning, or probate support (advantageous)
• Experience with document automation tools (e.g., Lawyaw, Clio Draft, HotDocs, Gavel, or similar) (highly advantageous)

Compensation & Benefits

• Competitive compensation package in foreign currency
• Fully remote work
• Regular training and professional development initiatives

Location

• Remote role; must be available to work US Pacific Time business hours