Morristown NJ

LegalTech Services Specialist

CM Legal

LegalTech Services Specialist
The Team
LegalTech Services (the Team) are a global fee earning team who manage client matter data. The Team provides advice and support for both disputes and corporate matters no matter how small, simple, large or complex the data set. The Team assists on a range of client matter data needs from; identification and collection, how to share and review documents collaboratively, visualization of data, production to a third party and presentation for trial. The Team administers eDiscovery, transactional and interactive data visualization software in-house and partner with external vendors to meet the varied client data needs.
If you are a motivated and problem-solving oriented individual – this firm, this team and this industry is a fantastic place to be.
The normal hours of work are 8:00 AM to 5:00 PM but it may be necessary to work additional hours, including weekends, on an ad-hoc basis, to ensure they fully meet their clients' needs and objectives.

The Specialist is an experienced technical project manager with a proven track record in managing and enabling review of client data for disputes. The Specialist reports to the Manager, LegalTech Services, and will spend approximately 80% of their time on disputes matters at varying levels of sophistication, and 20% administering transactional matters and working with interactive data visualization software.

Key Responsibilities
Matter Management & Time Recording

  • Working on a portfolio of active matters with the legal team, client, vendor and any third party for both disputes and corporate matters, either independently or together with another Team member. For example:
    • Managing disputes matters through all stages of the EDRM, including advice on collection best practice, document processing, the use of AI and analytics for Early Case Assessment, review strategies and production of client data in load file format.
    • Managing corporate matters via the transactional software. Advising on collection best practices, setting up and managing online deal rooms for due diligence purposes and assisting with workflow management and PDF productions.
    • Utilizing interactive data visualization software to visualize client data sets and matter information that enables the clients to easily understand their data or case status.
  • Consulting with the legal team and/or client to accurately scope matters, recommend the appropriate level of service and technology, and providing cost estimates at the outset. Managing their expectations on a regular, and if necessary frequent, basis going forward in relation to the scope, costs, and delivery of the Team's and/or vendor services.
  • Reviewing and quality checking (including for accuracy, typographical and grammatical errors) the Team's work on the matter, and seeking the Manager's review and approval of that work if necessary, before any work is delivered to the legal team and/or client.
  • Advising the legal team and/or client on the relevant technical best practices for the matter.
  • Providing, and/or arranging vendors to provide, training for the legal teams and/or clients on the use of relevant software for your matters if such training is requested or is necessary.
  • Efficiently and accurately recording, with clear and sufficient detail, all of your time spent on: billable matters to enable your work to be charged to clients promptly; and non-billable work.
  • Evaluating vendor invoices on your matters, working with the Team to ensure those invoices are coded in the firm's financial systems to the relevant matters and passed through to the relevant client(s) for payment, and monitoring the firm's payments to the relevant vendors with respect to those invoices.

Process & Product Standardization and Risk Management & Quality Control

  • Working with the Manager to establish effective processes and procedures which standardize, in accordance with industry best practices, the work the team does.
  • Bringing to the attention of the Manager any risks arising because of, or in connection with, LegalTech Services work (for example, data security, data quality and reputational risks) and assisting with the implementation of any risk remediation plans.
  • Consistently meeting the Team's service level agreement for the provision of LegalTech Services in North America.

New Third Party Solutions & Services

  • Identifying the North America legal teams and clients' new and evolving LegalTech Services needs and requirements.
  • Keeping abreast of new third-party service and product offerings in North America.
  • Consulting with, and preparing proposals for the consideration of, the Manager in relation to potentially piloting and implementing new third-party services and products for the legal teams and/or clients in North America.
  • Working with the Team to pilot and, if pilots are successful, implement new software and services.

Training & Knowledge

  • Providing training for the legal teams (in particular, junior legal team members such as legal trainees) and/or clients on the Team's processes, procedures, and in-house software.
  • Providing, and/or arranging vendors to provide, training for the legal teams and/or clients on the use of third-party software.
  • Advising the legal teams and/or clients on technical best practices and sharing your technical knowledge and experience with them.
  • Through this training and knowledge sharing, promoting the LegalTech Services function and services to the legal teams and/or clients in order to develop new business for the LegalTech Services function.

Essential Skills & Experience
3-6 years of experience in a law firm setting (private practice experience preferred but in-house and software vendor experience in project management also highly valued).
Working understanding of the full EDRM process and best practice. Experience processing data, using analytics to cull data, an understating of review accelerators such as Continuous Active Learning, and the ability to run productions in load file format an advantage.

Project Management
Experience of project managing all technical elements of document review and disclosure matters, including database management, demonstrated by a track record of successfully managing multiple matters concurrently.
Working knowledge of eDiscovery platforms required, experience administering Relativity is required. Reveal, Luminance or HighQ Collaborate desirable.
Ability to write script in SQL Server and experience with PowerBI is highly advantageous.
Processes & Procedures
Experience of having standardized, documented and implemented processes and procedures in alignment with best practice.
Planning & Execution
Ability to set and meet challenging deadlines, approach issues with a positive attitude and take personal responsibility for completing tasks with thoroughness and attention to detail.
A customer service orientation with an ability to: promptly deal with requests; clarify and advise on customer needs; comfortably frame difficult conversations; suggest resolutions to problems in a professional / diplomatic manner; and communicate / interact effectively with all levels of staff.
Problem Solving
A creative, innovative and forward thinker, willing to introduce new ideas and able to work with the team to initiate appropriate and agreed changes.


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