WORKFLOW ANALYST - DOCUMENT SPECIALIST jobs in United States
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Messerli Kramer, P.A. · 20 hours ago

WORKFLOW ANALYST - DOCUMENT SPECIALIST

Messerli & Kramer, P.A. is an industry-leading consumer collection law firm representing numerous national creditors. They are seeking a Workflow Analyst – Document Specialist to support and enhance their legal document and workflow ecosystem by designing, maintaining, and optimizing legal documents and workflows within the Cogent collections platform.

ConsultingLaw EnforcementLegal

Responsibilities

Design, create, configure, and maintain legal documents and letters within Cogent, incorporating conditional logic, data fields, and workflow triggers
Analyze legal and operational requirements and translate them into system-ready document templates and workflows
Organize, migrate, and archive legacy templates, ensuring version control and audit traceability
Support and back up end-to-end workflow configuration within the collections system, including task routing, document generation, and exception handling
Identify opportunities for automation, standardization, and process improvement across legal document workflows
Partner with Legal Assistants and Attorneys to ensure workflows align with court rules, jurisdictional requirements, and legal best practices
Validate document and workflow outputs against system data to ensure accuracy and compliance
Support troubleshooting and root-cause analysis for document, workflow, or data issues
Manage and prioritize document and workflow backlog items using Agile or Kanban-style methodologies

Qualification

Workflow analysisDocument managementLegal process expertiseMicrosoft OfficeCogent platformCrystal ReportsCommunication skillsAttention to detailOrganizational skillsTeam collaboration

Required

High School Diploma/GED
Strong verbal and written communication skills
Ability to engage with both technical and non-technical personnel effectively
Proven ability to manage multiple deadlines and implement process automation to enhance efficiency
Exceptional attention to detail and proofreading capabilities
Basic understanding of legal documents and the legal debt collection process
Basic understanding on how to process bank and wage garnishments
Solid organizational and prioritization skills
Proficiency in Microsoft Office, Cogent, and Crystal Reports
Familiarity with compliance requirements and remediation processes

Preferred

Associate's or Bachelor's degree preferred
Prior experience working with enterprise applications, workflow systems, or document management platforms is highly desirable

Company

Messerli Kramer, P.A.

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WHO WE ARE At Messerli Kramer, we’ve spent 60 years building a reputation as a firm of “attorneys and advisors” – or, as we like to say, a place where the law isn’t always the best answer.

Funding

Current Stage
Growth Stage

Leadership Team

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David Oxley, CLM, CISM
Chief Information and Security Officer
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