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.  This ideal candidate will bring a strong background in process improvement and project management, preferably with experience in Filevine, LeadDocket and other legal technology platforms.

Key Responsibilities

Data Analysis and Reporting

• Collect, analyze and interpret operational data from systems including 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 KPI’s and business performance.
• Present actionable insights and recommendations to senior management.

Process Documentation, Improvement and 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 and Communication

• Prepare weekly and monthly reports on operational performance. Key findings and trends
• Use visual storytelling and clear narrative to communicate complex data

Collaboration and 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 and 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 and Experience

• Bachelor’s degree in Computer Science, Business or related field
• Certified Lean six sigma Green or Black Belt (an advantage)
• 3+ years in legal operations, process improvement or related fields
• Proven track record in reporting and cross functional project management
• An impressive portfolio of projects initiated and implements, demonstrating measurable business impact
• 2+ years of hands-on experience in legal CRM/case management systems.
• Strong technical proficiency in integration, automation tools and workflow optimization
• Excellent communication skills with the ability to explain technical concepts to non-technical staff.