Act as a primary point of contact for attorneys, engaging mainly via telephone to clarify system requirements and resolve queries related to document formats and configuration standards within Lexis®Convey.
Manage and maintain VAT configuration variations across regional account specifications, ensuring accurate setup and compliance for different offices (e.g. Cape Town vs Johannesburg).
Develop, maintain, and update installation templates, including account templates, letterheads, and GhostFill templates, to support consistent and efficient system deployments.
Ensure all user-facing legal documents—such as bonds, transfers, and consents—are consistently formatted, professionally presented, and aligned with firm and system standards.
Design, build, and maintain operational and management reports, report models, and classic reports within Lexis®Convey to support business and client reporting requirements.
Perform functional testing and troubleshooting to identify, diagnose, and resolve configuration or document-related issues prior to and post‑implementation.
Support the business with reasonable ad hoc projects, contributing to continuous improvement initiatives and cross‑functional operational needs as required.
Requirements
Proven document formatting and development experience within a corporate or professional services environment, with a strong focus on accuracy, consistency, and presentation quality.
Hands-on experience with conveyancing vendor applications, particularly Lexis® Convey, and familiarity with legal or conveyancing workflows.
Proficient in leveraging AI-enabled tools to enhance productivity, streamline daily workflows, and support efficient document and process management.
Strong written and verbal communication skills, with the ability to engage professionally and confidently with clients and internal stakeholders.
Exceptional attention to detail, demonstrating accountability for assigned tasks and ownership of outcomes, ensuring high-quality and reliable deliverables.
Ability to work effectively in a collaborative team environment, adapt quickly to new systems and processes, and manage multiple priorities simultaneously.
Previous customer service experience, with a clear client-centric approach and commitment to service excellence.
Benefits
Medical Aid
Retirement Plan inclusive of Risk Benefits (Disability, Critical Illness, Life Cover & Funeral Cover)
Modern family benefits, including adoption and surrogacy