Design, build, and deploy AI-driven systems rapidly across the Actionstep (CRM), Microsoft 365, and QuickBooks ecosystems.
Identify and eliminate inefficiencies by designing end-to-end workflows (Intake → Drafting → Signing → Funding).
Utilize APIs, low-code/no-code tools (Zapier, Make), and custom scripting to connect disparate platforms.
Implement human-in-the-loop validation systems to ensure legal accuracy, compliance, and ethical standards while reducing AI hallucinations.
Develop real-time dashboards for leadership to track KPIs such as revenue, conversion likelihood, and marketing ROI.
Partner with attorneys, paralegals, and marketing teams to translate operational needs into technical solutions.

3–5+ years in AI development, automation, or systems engineering.
Proven track record of building and integrating AI-driven business solutions.
Preferred: Experience in LegalTech, FinTech, or professional services.
Preferred: Familiarity with Actionstep, Wealth Docx, or similar legal platforms.
Education: Bachelor’s degree in Computer Science, Data Science, Engineering, or equivalent hands-on experience building AI systems.

People-First Culture: We prioritize professional growth and value the unique experience you bring.
Innovation-Driven: Be at the forefront of AI adoption in the legal industry.
Impact: Build systems that enable the firm to serve more families efficiently and redefine legal service delivery.

AI Systems & Automation Strategist

Key skills