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Litify Template Specialist jobs in United States
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Freeman Mathis & Gary, LLP · 20 hours ago

Litify Template Specialist

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking a Litify Template Specialist to join their growing Atlanta office. The role involves building and managing document templates in Salesforce/Litify, providing first-level support, and contributing to user training to ensure smooth adoption of Litify tools and processes.
Consulting

Responsibilities

Create and maintain Litify templates, including merge tags and packet configurations for pleadings
Translate attorney guidance, court rules, and practice standards into plain-language, modular templates with accuracy
Create and maintain a living template catalog, including usage guidance, prerequisites, and change history
Collaborate with legal staff to ensure templates meet client and court requirements
Provide first-level help desk support for Litify users
Assist with training sessions and maintain user tickets submitted to help desk
Own end-to-end testing of templates before release, including data validation against sample matters, and error handling for missing or incomplete fields
Assist in developing user guidance, quick reference materials for attorneys, paralegals, and staff on the usage of templates. Provide day-to-day support for template-related questions, triage reported issues, and coordinate updates with leadership
Work with the Litify team to monitor feedback, error trends, and business requirements to prioritize enhancements and retire outdated templates
Assist with special projects and additional duties as assigned

Qualification

SalesforceLitifyDocrioDocument template creationTroubleshooting skillsTraining supportCommunication

Required

Bachelor's degree or equivalent experience required
A minimum of 2-5 years of paralegal experience in creation of document templates specific to litigation, personal injury, insurance defense, commercial disputes, and related to a strong working knowledge of legal documents
Proficient in Salesforce and Docrio, with hands-on experience applying merge tags and building document templates
Understanding of legal pleadings structure and how they are assembled within case management systems
Strong understanding of Microsoft Word, Docrio and Docrio Edit
Strong communication and troubleshooting skills
Ability to support training and onboarding for new users

Preferred

Certificate in Paralegal studies or similar related qualifications
Experience with Litify, File Vine or similar legal tech platforms

Company

Freeman Mathis & Gary, LLP

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Freeman Mathis & Gary, LLP is a law firm operating in Georgia.