To support law firms in optimizing their intake processes, the full-time Lead Docket Implementation Specialist will customize and implement Lead Docket, Filevine, and Vinesign systems while providing ongoing support and improvements in a remote setting. Key responsibilities Customize and implement Lead Docket, Filevine, and Vinesign systems based on client needs Build and update task flows, document generation templates, and configure intake logic and workflows Provide post-launch support, maintain documentation, and ensure data integrity through testing and cleanup Required qualifications 2+ years of experience with Lead Docket, Filevine, or Vinesign (or similar CRMs) Familiarity with law firm operations, preferably in personal injury or high-volume firms Experience in technical implementation, automations, or intake systems Confident working in fast-paced, client-facing roles Ability to write SOPs or technical documentation
Lead Docket Implementation Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.