Winstead PC · 6 hours ago
Document Automation Specialist - Information Technology - Dallas
Winstead PC is seeking a Document Automation Specialist to enhance their document assembly program. The role involves automating standard documents, providing training, and ensuring operational efficiency while collaborating closely with attorneys to improve document quality and efficiency.
Responsibilities
Work closely with the Firm's attorneys and practice group liaisons to promote document automation solutions both within the business and as a client facing solution
Support attorneys and practice groups to automate their standard documents and to keep their respective collections accurate and up to date
Develop and manage timelines for creation of document templates
Provide training to attorneys on how to mark up a document for automation and provide advice on best practices for document automation
Create and manipulate online questionnaires for use with automated documents to provide users with the most effective and efficient user experience
Deconstruct a document into its component parts and apply logic to the underlying structure to assess the level of automation required and to create the automation design; understand the relevance of component parts of the document and apply logic to those relevancies in order to create optimal automation
Research and investigate new procedures or services that can improve efficiency and document quality
Test document automation; record and resolve errors in automation
Complete all aspects of document automation, including coding, testing and error resolution (which may involve creative coding solutions), managing the transition of the automated document to production, end-user training and create the relevant documentation
Support the administration and end-user management of the document automation system for internal and client use
Ensure that the organization and administration of the templates and documents is designed for future growth and enhancements; ensure the correct levels of access are granted to end-users (user/editor/administrator); provide usage reports as needed
Be a team player communicating with the Forms Automation team on incoming projects
Update project management database with status of projects
Qualification
Required
Expertise in Microsoft Word
Advanced project management skills, including the ability to juggle many projects at one time and meet all deadlines
Excellent organizational skills, attention to detail, and delivery of high-quality work
Experience and knowledge of working with legal documents with the ability to deconstruct the content into its component parts
Excellent English writing and oral communication skills
Ability to work off-hours if needed for urgent projects
Ability to retain information as training is provided
Preferred
Bachelor's degree, J.D., or paralegal certificate preferred
Experience in document automation software such as Contract Express or HotDocs preferred
Company
Winstead PC
Winstead is a leading Texas-based law firm with national practices serving clients across the country.
H1B Sponsorship
Winstead PC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageRecent News
bloomberglaw.com
2025-11-11
Seattle TechFlash
2025-09-02
Company data provided by crunchbase