Role Summary
We are seeking a highly skilled and detail-oriented Project Manager to lead cross-functional projects, optimize legal operations, and ensure peak performance across our case management, intake, and compliance processes. The idóneo candidate will bring a strong background in process improvement, data analytics, and project management, preferably with experience in Filevine, LeadDocket, and other legal technology platforms.
Key Responsibilities
Data Analysis & Reporting
- Collect, analyze, and interpret operational data from systems including Filevine, LeadDocket, productivity tools, and performance metrics.
- Conduct in-depth analyses to detect trends, identify bottlenecks, and pinpoint areas for improvement.
- Develop, maintain, and automate dashboards and reports to track KPIs and business performance.
- Present actionable insights and recommendations to senior management.
Process Documentation, Improvement & Implementation
- Document existing workflows and procedures in clear, standardized formats.
- Identify and prioritize high-impact process optimization opportunities.
- Collaborate with cross-functional teams to design, implement, and monitor improvements.
- Conduct training sessions to ensure smooth adoption of new processes.
- Lead regular calibration meetings to evaluate process effectiveness and make adjustments.
Compliance Monitoring
- Develop and maintain auditing parameters to ensure compliance with policies and regulations.
- Conduct audits, identify non-compliance issues, and recommend corrective actions.
- Maintain detailed audit logs, corrective action plans, and compliance reports.
Project Management
- Lead at least one major process improvement project per quarter from planning to evaluation.
- Define project scope, objectives, timelines, and deliverables.
- Coordinate tasks and communication across all involved teams.
- Monitor progress and adapt strategies as needed to meet deadlines.
Reporting & Communication
- Prepare weekly and monthly reports on operational performance, key findings, and trends.
- Use visual storytelling and clear narratives to communicate complex data.
Collaboration & Stakeholder Engagement
- Partner with different departments to share insights, gather feedback, and implement solutions.
- Promote a culture of continuous improvement across the organization.
Bonus Audit & KPI Monitoring
- Audit bonus calculations for accuracy against established criteria.
- Track KPIs for data analysis, compliance, reporting, and project delivery.
- Identify discrepancies and recommend solutions to leadership.
Qualifications & Experience
- Bachelor's degree in Computer Science, Business, or related field.
- Certified Lean Six Sigma Black Belt (strongly preferred).
- 5–7+ years in legal operations, process improvement, or related fields.
- Proven track record in data analysis, reporting, and cross-functional project management.
- An impressive portfolio of projects initiated and implemented, demonstrating measurable business impact.
- 2+ years of hands-on experience with Filevine, LeadDocket, or similar legal CRM/case management systems.
- Strong technical proficiency in integrations, automation tools (Zapier, Power Automate, APIs, SQL), and workflow optimization.
- Excellent communication skills, with the ability to explain technical concepts to non-technical staff.
Preferred Skills
- Background in business intelligence, analytics, and performance metrics.
- Experience with SQL-based reporting and dashboard creation.
- Certifications in PMP, Lean Six Sigma, or related methodologies.
- Experience leading software implementation or process improvement initiatives.