Parker Poe Adams & Bernstein LLP · 3 months ago
Legal AI & Workflow Specialist (Senior-level)
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expParker Poe Adams & Bernstein LLP is a well-established law firm that has provided services to major companies and local governments in the Southeast for over a century. They are seeking a Senior Digital Productivity Specialist who will act as a Business Analyst to enhance client service and improve efficiency through technology. This role involves collaborating with legal teams to optimize workflows, provide training on technology, and promote the adoption of AI tools within the firm.
BankingConsultingFinanceGovernmentReal Estate
Responsibilities
Collaborate with attorneys, legal teams, and departments to analyze workflows, identify inefficiencies and opportunities for enhancement, and recommend technology-enabled solutions
Provide training and coaching to users on firm technologies, including Microsoft 365, Litera, BigHand, Microsoft Copilot, CoCounsel, Westlaw Precision, and other legal applications
Create, edit and deliver live, recorded, and self-service training materials, such as quick user guides, tutorials, tip sheets, and videos
Facilitate the adoption of automation tools such as Microsoft Power Automate, Teams, and SharePoint
Conduct one-on-one coaching and group sessions tailored to specific practice and department needs
Host technology “clinics” to answer questions and encourage best practices
Track and report measurable outcomes (time savings, adoption rates, efficiency improvements)
Stay current on emerging AI, automation, and collaboration tools and recommend firm-wide applications
Perform other duties as assigned by leadership
Qualification
Required
Minimum five years of experience in IT training, business analysis, or digital adoption and a bachelor's degree in information technology, education, or related field; or the equivalent combination of education and job experience
Strong proficiency with Microsoft 365, collaboration platforms, and AI tools
Demonstrated instructional design and strong training delivery skills both virtual and in-person
Excellent communication and coaching abilities, with the capacity to engage both individuals and groups effectively including users with varying levels of knowledge
Proven ability to connect with a wide variety of users in one-on-one and group settings, creating a comfortable environment that encourages adoption and learning
Proven analytical mindset with ability to measure ROI of training/adoption programs
Creative problem-solver and self-starter with initiative and passion for efficiency and innovation
Team player with demonstrated ability to collaborate within and across teams
Strong organization and project management skills with ability to juggle multiple priorities and demands in a fast-paced, evolving environment
Demonstrated professional demeanor and client-service orientation
Flexible to work periodic evenings, weekends and overtime as needed and travel occasionally
Preferred
Law firm experience preferred
Familiarity with legal technology software preferred, e.g. Westlaw, Co-Counsel, and Litera, or comparable systems
Company
Parker Poe Adams & Bernstein LLP
Businesses and local governments turn to Parker Poe to structure transactions, navigate regulations, and resolve disputes.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Skip Lohmeyer
Chief Information Officer
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