What are the responsibilities and job description for the Forward Deployed Paralegal position at Veritec AI?
YOU MUST RESIDE IN TEXAS TO BE CONSIDERED FOR THE ROLE
Company Description
Veritec AI develops AI-powered document processing solutions for legal and medical professionals. Our flagship products—FileFlow and LitHub—help organizations transform complex documents into actionable intelligence. We're a growing B2B SaaS company solving real problems in regulated industries where accuracy and reliability are paramount.
The Role
The Forward Deployed Paralegal is a hybrid role that does not exist at most companies. You are part paralegal, part implementation engineer, part account manager, and part product strategist. You will be on-site at customer firms across the country — embedded inside their litigation teams — translating how their cases actually move through the office into how our AI agents need to behave.
You will train end users, lead implementations, capture product feedback, surface upsell opportunities, and own the relationship at the operational level inside each account.
This role is built for someone who has lived inside an injury litigation firm and is allergic to inefficiency, but who is also genuinely excited about AI and willing to learn modern software — not just use it, but interrogate it.
What You Will Do
• Lead implementations on-site. Travel to customer to scope, configure, and roll out FileFlow and Litigation Hub. Run kickoffs, map existing workflows, train staff, and stay until the team is independently shipping work through the platform.
• Translate paralegal workflow into product requirements. Sit with intake coordinators, case managers, litigation paralegals and litigation attorneys. Watch them work. Identify the exact steps where our AI is helping, hurting, or missing. Translate that into specific, engineering-ready feedback — not vague “users want more flexibility” notes.
• Own customer relationships at the operational layer. While the AE owns the contract, you own the daily reality of the account. You are on a first-name basis with the people who use the product 8 hours a day, and you know which features they love, which they ignore, and which would make them switch vendors.
• Drive adoption and outcomes. Track usage, identify firms that are underutilizing the platform, and build playbooks to fix it. Run quarterly business reviews with operations leadership and use real numbers — cases processed, hours saved, demand letters generated — to prove value.
• Surface expansion opportunities. When a firm using FileFlow asks how they could automate medical chronologies, you spot the MedChron upsell. When a firm mentions deposition prep, you flag Litigation Hub. You are the field intelligence layer for our growth motion.
• Be the voice of the customer in product. Sit in on roadmap discussions. Push back on engineering when a proposed feature will not survive contact with a real intake team. Bring the messy, specific reality of how 200-attorney firms actually operate into product decisions.
• Help close late-stage deals. Join high-value demos and pilots where domain credibility is the deciding factor. Prospects trust someone who has lived the work.
Who You Are
• Required: Paralegal experience. Minimum 3 years working in a personal injury, mass tort, insurance defense, or healthcare litigation environment. You know what a demand package looks like, you have built medical chronologies by hand, and you understand why a missing CPT code matters.
• Required: Customer-facing chops. Prior experience as an account manager, customer success manager, implementation specialist, legal tech consultant, or senior paralegal who managed vendor relationships and trained colleagues on new software. You can run a room of skeptical attorneys without losing the room.
• Required: Real comfort with technology. You do not need to write code, but you should be the kind of person who sets up Zapier on a weekend, has opinions about Clio versus Filevine, and reads release notes for the tools you use. You will be configuring AI agents, walking through API logs with our engineers, and explaining model behavior to non-technical users.
• Required: Travel-ready. This role is 50–70% travel, sometimes more during peak implementation cycles. You enjoy being on the road, are organized about your calendar, and can run a productive week from a hotel desk and a customer’s conference room.
• Required: Strong written and verbal communication. You can write a clean implementation plan, run a tight training session, and send a follow-up email that the General Counsel will actually read.
• Bonus: Direct experience with AI/LLM tools. You have used Claude, ChatGPT, CoCounsel, or similar tools in a legal workflow and can speak to where they actually help versus where they overpromise.