Workflow & Automations Specialist (Filevine)

Permanent Employee, Full-time, Remote

Job Summary:

We are seeking a highly skilled Filevine Specialist (Workflow & Automation) to design, build, and optimize workflows within Filevine. This is a technical, systems-focused role responsible for improving operational efficiency by reducing manual work, standardizing processes, and enhancing visibility across case management.

The ideal candidate has deep hands-on experience customizing Filevine and understands how to translate legal workflows into scalable systems. This role works closely with legal and operations teams to ensure the platform supports efficient case handling from intake through resolution.

Responsibilities:

• Customize Filevine projects, layouts, fields, and dashboards to align with case workflows

• Build and maintain automation using Taskflows, Vinescript, and triggers to streamline operations

• Develop reports, dashboards, and scorecards to improve visibility for attorneys and staff

• Automate document generation for legal materials such as demand letters, pleadings, and client communications

• Integrate Filevine with external systems (e.g., CRM tools, email platforms, SMS tools)

• Identify inefficiencies in current workflows and implement scalable system improvements

• Provide training and ongoing support to ensure proper system adoption across the team

• Maintain system documentation and ensure consistency in structure and usage

Requirements:

• 2+ years of hands-on experience customizing and managing Filevine (required)

• Strong expertise in Vinescript, Taskflows, DocGen, and workflow automation

• Experience integrating Filevine with external tools and systems

• Background in law firm operations; personal injury experience is a strong plus

• Strong analytical and problem-solving skills with the ability to simplify complex processes

• Excellent written and verbal English communication skills

• Ability to work independently and manage system improvements end-to-end