Legal Document Automation Developer

Overview

This role involves building and maintaining automated legal document templates for estate planning instruments (including wills, trusts, powers of attorney, and related documents). Work focuses on translating attorney-drafted legal requirements into dynamic templates using sophisticated conditional logic and variables to generate accurate outputs for many client scenarios and jurisdiction-specific variations.

This is not a general legal assistant, paralegal, or software engineering position. Success depends on hands-on experience building production document automation templates using a document automation platform.

Responsibilities

• Build, test, and maintain automated document templates using conditional logic to handle complex legal scenarios and jurisdiction-specific variations.
• Diagnose and resolve logic errors that appear only under specific combinations of client inputs.
• Investigate unexpected document outputs and trace issues back to template logic.
• Own template quality from initial development through testing, deployment, maintenance, and ongoing enhancements.
• Translate attorney-drafted legal language and specifications into dynamic, logic-driven templates.
• Write and maintain template logic using IF/ELSE conditions, variables, loops, calculations, and reusable components to generate legally accurate documents across hundreds of client scenarios.
• Rigorously test document outputs across a wide range of input combinations to verify every conditional path produces accurate and compliant documents.
• Collaborate with attorneys, product managers, and engineers to clarify requirements, and proactively ask questions when specifications are ambiguous or incomplete.
• Document work clearly so templates remain maintainable as the product evolves.
• Continuously learn new tools, automation platforms, and estate planning concepts as the product grows.
• Maintain production templates that generate thousands of estate planning documents annually across all 50 states.

Requirements

Minimum qualifications are strictly required:

• Direct experience designing, building, and maintaining production document automation templates used by attorneys or clients.
• Experience with conditional logic.
• Experience systematically testing generated document output across multiple client scenarios and edge cases.

Candidates without this experience will not be considered.

Required Experience & Skills

• 2–4 years of hands-on experience in legal document automation building templates with conditional logic in platforms such as Contract Express, HotDocs, Gavel, Pathagoras, XpressDox, or another enterprise document automation platform.
• Experience troubleshooting template logic involving nested conditions, repeating data, variables, calculations, and jurisdiction-specific document variations.
• Working proficiency reading and writing JavaScript to support template logic, automation, and debugging.
• Experience working with legal documents and legal language, with a strong understanding of why precision matters in a highly regulated field.
• Demonstrated ability to identify and resolve subtle logic, formatting, or conditional-path defects before release.
• Ability to work independently, manage your own workload, and deliver reliably in a remote environment.
• Experience maintaining shared template libraries or collaborating through version-controlled workflows is a plus.
• Fast learner mindset—comfortable picking up new tools, concepts, and legal subject matter quickly.
• Strong communication skills and the judgment to ask clarifying questions early rather than guessing when something is confusing or underspecified.

Preferred Qualifications

• Exposure to estate planning documents and concepts (wills, revocable trusts, powers of attorney, healthcare directives, and related instruments).
• Background as a paralegal, legal assistant, or legal technologist.

Compensation & Benefits

• Fully remote work.
• Additional compensation and benefits are not specified in the posting.

Location

• Fully remote — work from anywhere in the U.S.