Legal Training & Quality Assurance Manager

Overview

A well-established estate planning law firm is seeking an experienced Legal Training and Quality Assurance Manager to join their legal operations team. This role is suited for a senior paralegal or practicing attorney passionate about professional development, operational excellence, and enhancing client service quality.

Responsibilities

Training & Onboarding

• Design, coordinate, and deliver onboarding programs for new hires across paralegal, legal assistant, and administrative roles in collaboration with senior leadership.
• Develop and maintain training materials, standard operating procedures (SOPs), and reference guides specific to estate planning practice areas.
• Conduct role-specific training sessions covering firm systems, client intake procedures, document preparation, and compliance standards.
• Partner with department leads to identify knowledge gaps and build targeted training curricula.
• Track new hire progress through onboarding milestones and provide timely support and guidance.

Quality Assurance & Performance Feedback

• Review and assess recorded client meetings, internal calls, and consultations to evaluate quality, accuracy, and adherence to firm standards.
• Provide structured, constructive written and verbal feedback to staff based on recorded session reviews.
• Develop and maintain QA rubrics, scorecards, and evaluation frameworks aligned with firm expectations.
• Identify recurring issues or trends and recommend corrective actions or additional training to the Director of Legal Operations.
• Ensure all client-facing communications and legal documentation meet quality and professionalism standards.

Systems & Workflow Improvement

• Collaborate with legal operations to identify inefficiencies in workflows and propose scalable improvements.
• Support implementation and adoption of practice management software, document automation tools, and other legal technology systems.
• Document and continuously update internal processes and procedures as workflows evolve.
• Assist with firm-wide initiatives to standardize practices and improve consistency across teams.
• Participate in regular operations meetings and contribute insights from training and QA findings.

Requirements

Required

• Minimum 5 years of dedicated experience as a senior paralegal and/or licensed attorney, focusing on estate planning (wills, trusts, probate, powers of attorney, or related areas).
• Proven ability to explain complex legal concepts and procedures clearly to staff at varying experience levels.
• Experience reviewing recorded meetings, calls, or work product for quality and compliance purposes.
• Strong written and verbal communication skills, including delivering feedback professionally and constructively.
• High attention to detail with a commitment to accuracy and consistency.
• Ability to manage multiple priorities independently in a fast-paced professional environment.

Preferred

• Prior experience in training, coaching, or legal operations.
• Familiarity with practice management platforms (e.g., Clio, MyCase, Lawmatics) and document automation tools.
• Experience developing SOPs, training guides, or QA evaluation frameworks.
• JD or paralegal certificate from an ABA-approved program.

Compensation & Benefits

• Competitive compensation including performance-based bonuses.
• Comprehensive benefits package including health, dental, and vision coverage.
• 401(k) plan with 4% matching.
• Fully remote work with occasional travel for team building.
• Opportunity to shape firm-wide training programs and quality standards.

Location

Fully remote position; occasional travel may be requested.

Equal Opportunity Statement

The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law.