Documentation Specialist, Automation

We are seeking a Document Automation Specialist to build, refine, and enhance automated documents, update existing automated content, and support regular release cycles. This role ensures best practices, operational efficiency, and continuous improvement of our document assembly program. While prior experience in a legal services environment is strongly preferred, comprehensive training will be provided by our internal automation team.

Key Responsibilities

• Partner with attorneys and practice group liaisons to promote and implement document automation solutions for both internal use and client-facing applications
• Assist practice groups in automating standard documents and maintaining accurate, up-to-date automated collections
• Develop, manage, and track timelines for template creation and updates
• Train attorneys on document markup requirements and advise on best practices for automation
• Create and refine online questionnaires to support automated documents and optimize user experience
• Analyze and deconstruct documents into component parts, apply logic to structure and variable conditions, and design efficient automation architecture
• Research and evaluate new tools, procedures, and methods to improve efficiency and document quality
• Test automated documents, identify issues, and troubleshoot or resolve errors
• Execute full lifecycle automation—including coding, testing, debugging, deploying to production, documenting processes, and training end-users
• Support system administration and user management for internal and client-facing automation platforms
• Maintain organized, scalable template libraries; manage user permissions; and produce usage reports as needed
• Collaborate closely with the Forms Automation team on incoming projects and workflow planning
• Update project management systems with accurate project statuses

Requirements

• Bachelor’s degree, J.D., or paralegal certificate preferred
• Advanced proficiency in Microsoft Word
• Experience with document automation platforms (Contract Express, HotDocs, or similar) preferred
• Strong project management skills with the ability to manage multiple concurrent initiatives and meet deadlines
• Exceptional organizational skills, attention to detail, and commitment to high-quality work
• Experience working with legal documents and the ability to break down content into logical components
• Excellent written and verbal communication skills
• Ability to work occasional off-hours to support urgent projects
• Ability to learn and retain new systems and workflows quickly