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The Lemon Pros

Legal Operations Specialist

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeBeverly Hills, CA, USA$72.8k - $93.6kIn-person

About the Job

Requirements

  • A bachelor's degree from an accredited university.
  • Experience customizing and configuring Filevine, including fields, sections, forms, templates, and custom reports.
  • Expert proficiency with Microsoft Excel, including advanced formulas, data analysis, custom reporting, and building repeatable reporting processes.
  • Ability to develop and generate custom reports and analyses to support firm operations and decision-making, establish recurring reporting processes, and train staff to independently run and maintain recurring reports.
  • Experience configuring and administering RingCentral, Microsoft Teams, and other communication platforms.
  • Experience administering customer relationship management, case management, or other business software platforms.
  • Strong analytical, troubleshooting, and problem-solving skills, with the ability to develop practical technology solutions.
  • Experience analyzing and improving business processes through technology and workflow optimization.
  • Project management and organizational skills, with the ability to manage multiple initiatives simultaneously.
  • Ability to take initiative, manage multiple priorities, and deliver results with minimal supervision.

Responsibilities

  • Customize and maintain Filevine system configurations, including templates, fields, forms, reports, and workflows.
  • Design and maintain advanced Excel workbooks, financial models, dashboards, and reporting templates that support ongoing performance monitoring.
  • Monitor employee performance through key performance indicators and other quality assurance tools, including reviewing communications, dashboards, and other measurement tools to identify training needs and areas requiring management attention.
  • Build custom reports, dashboards, key performance indicators, and reporting tools to provide operational and management insights.
  • Analyze existing operational processes and workflows to identify inefficiencies, bottlenecks, and opportunities for automation or improvement.
  • Develop and maintain standard operating procedures, technical documentation, and training materials for workflows, firm software, and business systems.
  • Train staff on firm software, process changes, and procedures, and develop resources that enable employees to independently perform routine tasks and reports.
  • Troubleshoot software issues, coordinate with vendors, and serve as the primary point of contact for software-related operational questions.

About the Company

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