Full-Time

Senior Business Intelligence Engineer

NetDocuments

NetDocuments

501-1,000 employees

Cloud-based document management for legal

Compensation Overview

$155k - $165k/yr

Lehi, UT, USA

Hybrid

Category
Data & Analytics (1)
Required Skills
LLM
Claude
Power BI
Git
SQL
ETL
Snowflake
Requirements
  • 5+ years of hands-on data engineering experience, with a meaningful portion spent owning architecture and driving development — not just executing assigned tasks
  • Strong experience with Snowflake as a primary warehouse
  • Advanced SQL skills and experience building production-grade ELT pipelines
  • Strong hands-on experience with dbt for modeling, testing, and transformation — including macros, tests, snapshots, and managing a production dbt project at scale
  • Experience integrating and normalizing data from many disparate source systems — SaaS APIs, application databases, CRM/ERP, finance systems, event data — into consistent, analytics-ready models
  • Deep, hands-on experience with: Star schemas and dimensional modeling, SCD Type 2 implementations, Layered/medallion architectures
  • Ability to make tradeoffs and defend decisions (performance vs flexibility, normalization vs usability, etc.)
  • Track record of improving data quality, consistency, and trust
  • Experience implementing Git-based workflows and structured SDLC practices for data
  • Strong instincts around testing, governance, and maintainability
  • Comfortable setting and enforcing standards across a team
Responsibilities
  • Own and Elevate the Data Platform
  • Own the design and evolution of our Snowflake data platform end-to-end
  • Refactor and enhance pipelines, dbt models, and transformations to meet high standards for scalability, performance, and maintainability
  • Make and drive architectural decisions—not just implement tasks
  • Architect for Scale and Clarity
  • Implement and enforce medallion architecture (bronze/silver/gold) with clear separation of concerns
  • Design and build dimensional models (star schemas) that are intuitive, performant, and durable
  • Implement SCD Type 2 and other core warehousing patterns correctly and consistently
  • Establish and enforce standards for schemas, naming, and data contracts
  • Integrate and normalize data from a wide range of source systems (SaaS apps, operational databases, event streams, finance/CRM tools) into a coherent, well-modeled warehouse layer
  • Build an AI-Ready Data Layer
  • Design data models optimized for semantic clarity and AI/LLM consumption
  • Implement semantic views in Snowflake to enable tools like Claude via MCP
  • Ensure data is traceable, explainable, and trustworthy
  • Establish a Real Data Engineering SDLC
  • Implement a Git-driven development lifecycle (branching, PR reviews, testing, deployments)
  • Introduce and enforce: Data quality testing and validation; Schema enforcement and regression safeguards; Clear promotion paths from dev → prod
  • Raise the bar on engineering discipline across the data function
  • Leverage AI as a Force Multiplier
  • Use AI tools to accelerate development while maintaining high standards
  • Guide and validate AI-generated code—never blindly trust it
  • Explore agent-based approaches for: Data quality auditing; Pipeline validation; Anomaly detection and monitoring
  • Collaborate and Lead Technically
  • Partner with BI analysts to deliver reliable, well-modeled datasets (Power BI downstream)
  • Translate ambiguous business requirements into clean, scalable data models
  • Provide technical direction to a supporting QA/offshore resource (planned)
  • Documentation & Transparency
  • Build a culture of clear documentation, lineage, and data discoverability
  • Ensure systems are understandable and maintainable by others
  • Other duties as assigned
Desired Qualifications
  • Familiarity with Power BI
  • Familiarity with Salesforce as a data source (objects, schema, Salesforce-to-warehouse pipelines)
  • Experience working with or leading offshore/support resources

NetDocuments provides a cloud-based document and email management platform for legal and professional services. It uses a subscription SaaS model to offer secure storage, compliance, and features like enterprise search and real-time collaboration, with integrations to Outlook and Microsoft Office. It differentiates itself by offering a single source of truth with rapid security validation, governance, and strong integrations that reduce administrative tasks. Its goal is to help customers manage information securely and efficiently so users can focus on higher-value work.

Company Size

501-1,000

Company Stage

Late Stage VC

Total Funding

$30M

Headquarters

Lehi, Utah

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Akin deploys AI across 65M documents, saving partners 4 hours per report.
  • ndMAX Studio expands to 33 apps on May 4, 2026, driving 800 firm adoptions in 2025.
  • Kaleb Holden appointed APAC Head on April 21, 2026, fueling Benelux growth with Astrea.

What critics are saying

  • iManage erodes share via superior Microsoft 365 integrations in Am Law 200 firms.
  • EU AI Act enforcement from July 2026 halts 40% of ndMAX European deployments.
  • Microsoft Copilot displaces email tools in 7,000 SMB firms within 12-18 months.

What makes NetDocuments unique

  • NetDocuments embeds 33 ndMAX AI apps natively in DMS for patent prosecution workflows.
  • Smart Answers delivers cited responses from firm documents using GPT-5 integration.
  • ISO 27001, 27017, 27018, and 27701 certifications ensure legal compliance as of April 2026.

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Your Connections

People at NetDocuments who can refer or advise you

Benefits

Health Insurance

401(k) Retirement Plan

Flexible PTO

Paid Holidays

HSA company contribution

401(k) Company Match

Wellness Program

Phone/Internet Stipend

LinkedIn Learning access

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

6%
PR Newswire
Mar 24th, 2026
Centerbase launches native ndMAX integration to automate law firm workflows with AI-powered documents

Centerbase has launched a native integration with NetDocuments' ndMAX platform, connecting practice management data directly to AI-powered document workflows. The integration automates matter workflows and eliminates manual data entry for midsize law firms. The system links firm practice management data to document AI, providing a governed AI foundation that enables firms to increase productivity without expanding headcount.

Business Wire
Mar 24th, 2026
Akin deploys AI across 65M documents with NetDocuments for firmwide intelligence

Am Law 100 firm Akin has deployed NetDocuments' embedded AI technology firmwide, enabling over 900 lawyers to interact with more than 65 million documents across its global practice. The implementation marks a shift from AI experimentation to operational intelligence within the firm's core document management system. Akin embedded AI directly into its existing NetDocuments platform rather than moving data to external tools, preserving security and client confidentiality whilst unlocking new efficiencies. The firm is using features like Smart Answers for semantic search and auto-profiling to populate metadata fields across documents. Early results show significant time savings, with an Energy partner saving up to four hours when processing lengthy reports. The deployment included cross-functional working groups and training sessions across New York, Dallas, Washington and Houston, serving both advanced and early-stage AI adopters.

Business Wire
Mar 9th, 2026
Litera embeds legal research in AI agent Lito as study shows LLMs hit 40% accuracy on complex redlines

Litera has partnered with Midpage to embed legal research capabilities into Lito, its AI legal agent, whilst releasing benchmark research highlighting limitations of general-purpose large language models for legal redlining tasks. The integration brings US case law and statutes from Midpage, trusted by over 200 law firms, directly into Lito's Microsoft 365 environment. Users can query documents against legal sources, check statutory compliance and generate case summaries without leaving Word or Outlook. Litera's internal research compared its purpose-built Compare tool against leading LLMs including Gemini 3, Claude Opus 4.5 and ChatGPT 5.2. Findings showed general LLMs struggled with non-text elements and accuracy declined significantly in longer documents, dropping to approximately 40-70% in 200-page tests. The company emphasised that whilst LLMs excel at research assistance, producing defensible legal redlines requires purpose-built technology.

The Associated Press
Mar 4th, 2026
NetDocuments launches Smart Answers AI tool and expands integration with ChatGPT and Claude for legal firms

NetDocuments, a legal document management platform, has launched Smart Answers and expanded direct integration to leading AI models including ChatGPT and Claude. Smart Answers enables legal professionals to ask questions in natural language and receive answers grounded in their firm's own documents, complete with citations. The feature will roll out to all ndMAX Enterprise customers on 31st March 2026. The expanded AI connectivity, available from 1st April, allows MCP-compatible applications to securely access NetDocuments content within existing permissions and ethical walls. In 2025, over 800 firms worldwide began using NetDocuments' AI capabilities, with more than 40% of new customers selecting AI features at purchase. NetDocuments supports over 7,000 legal organisations globally and integrates with 150+ technologies.

Optiable
Dec 15th, 2025
NetDocuments AI Assistant: Three New Features Transforming Legal Document Workflows

NetDocuments AI Assistant: three new features transforming legal document workflows. Posted in NetDocuments AI Assistant, NetDocuments Tips on December 15, 2025 by Craig Bayer NetDocuments has introduced three significant enhancements to its Legal AI Assistant that address common pain points in legal document work: verifying AI-generated content, maintaining consistency in routine tasks, and handling complex legal reasoning. These updates represent a major step forward in making AI a more practical and trustworthy tool for legal professionals. Citations: building trust through transparency. One of the most significant barriers to AI adoption in legal environments has been the challenge of verifying outputs. The Legal AI Assistant now automatically includes citations that link responses directly back to source documents within your NetDocuments repository. Citations transform the AI Assistant from a "black box" into a transparent research partner. When the Assistant summarizes a contract, analyzes case law, or extracts key provisions, you can now immediately see exactly which documents and passages informed each part of the response. This capability addresses a fundamental requirement in legal work: the ability to verify and validate information quickly. * Document Review: When summarizing deposition transcripts or discovery materials, citations allow you to jump directly to relevant passages for verification * Contract Analysis: Extract key terms and provisions while maintaining direct links to the source language in the original agreements * Research Validation: Quickly confirm that AI-generated summaries accurately reflect the underlying documents before using them in client communications This feature is particularly valuable when working with multiple documents simultaneously, as the Assistant can synthesize information from various sources while maintaining clear attribution to each one. The new Prompt Library feature allows users to save, organize, and reuse their most effective prompts directly within the Legal AI Assistant. This addresses a common workflow challenge: recreating successful AI interactions that produced exactly the results you needed. * Static Prompts: Fully written prompts that can be deployed with a single click, perfect for recurring tasks that don't vary * Dynamic Prompts with Placeholders: Templates that include variable fields, allowing you to maintain consistent structure while customizing specific elements for each use * Client Communications: Create a prompt template for summarizing case status that maintains your firm's preferred format and tone * Document Drafting: Save prompts for generating standard provisions, with placeholders for party names, dates, and specific terms * Research Workflows: Build reusable prompts for extracting specific information types from different document categories The Prompt Library essentially allows you to capture institutional knowledge about effective AI interactions. When a senior attorney develops a particularly effective prompt for analyzing contracts, that prompt can be saved and shared across the team, ensuring consistency and reducing the learning curve for new users. GPT-5: Enhanced Reasoning for Complex Legal Work NetDocuments has upgraded the Legal AI Assistant to leverage GPT-5 (currently available in the US, Germany, and the European Union), bringing substantial improvements in three critical areas: GPT-5 demonstrates stronger logical reasoning capabilities, which is particularly valuable when analyzing complex legal arguments, multi-party agreements, or interconnected document sets. The model better understands context, relationships between concepts, and the implications of specific legal language. Legal documents often contain dense, technical language that requires sophisticated understanding to summarize accurately. GPT-5 produces more reliable summaries that capture both the explicit content and the practical implications of legal documents. When generating new content - whether initial drafts, provisions, or analysis - GPT-5 produces more consistent, appropriate output that better reflects legal writing conventions and requirements. A particularly interesting feature is the "Think Longer" toggle, which switches the Assistant from GPT-5 Low to GPT-5 Medium. This option allows the AI to take additional processing time on complex requests, resulting in more thoughtful and detailed responses. * Complex multi-document analysis requiring synthesis across sources * Nuanced contract drafting where subtle language distinctions matter * Research questions that require careful reasoning through multiple legal concepts * Tasks where thoroughness is more important than speed For routine tasks like simple document summaries or straightforward extractions, GPT-5 Low provides quick, reliable results. But when facing particularly complex challenges, the "Think Longer" option ensures the Assistant takes the time necessary to deliver high-quality output. Integration considerations for NetDocuments administrators. These features work seamlessly within NetDocuments' existing permission and security framework. Citations only reference documents that users have access to, ensuring that security protocols remain intact. The Prompt Library respects workspace boundaries, and GPT-5 processing maintains NetDocuments' data residency and privacy commitments. For firms considering these features, the biggest question is often about change management: How do Optiable help its attorneys adopt these tools effectively? The answer typically involves: * Identify Champions: Start with attorneys who are already comfortable with the AI Assistant * Document Use Cases: Have early adopters share specific prompts and workflows that work well * Build the Library: Create shared prompts for common tasks in your practice areas * Iterate Based on Feedback: Continuously refine prompts based on user experience The bigger picture. These enhancements represent NetDocuments' understanding that successful AI implementation in legal environments requires more than powerful models - it requires transparency (Citations), consistency (Prompt Library), and flexibility (GPT-5 with Think Longer). Together, these features address the real workflow needs of legal professionals: verifying AI outputs, maintaining quality standards, and handling complex reasoning tasks. As AI continues to evolve in legal technology, the firms that succeed will be those that treat these tools as collaborative partners rather than replacements, and that invest in developing effective workflows around them. The Citations, Prompt Library, and GPT-5 features provide the foundation for that kind of thoughtful, strategic AI adoption. Have questions about implementing the NetDocuments Legal AI Assistant at your firm? Contact Optiable for expert guidance on optimizing your NetDocuments environment and developing effective AI workflows for your team