Legal Intake Pros

Role Description We’re seeking a Lead Docket Implementation Specialist to help law firms set up and refine their intake tech stack, primarily using Lead Docket, Filevine, and Vinesign. This role is ideal for someone who understands how law firms work, enjoys creating order out of chaos, and can translate client needs into automated, scalable workflows. You’ll work closely with client success and coaching teams to implement new builds, maintain templates, and continuously improve the client’s system. This fast-paced, detail-oriented role has room for creativity, autonomy, and impact. Responsibilities - Customize and implement Lead Docket, Filevine, and Vinesign systems based on client needs - Build and update task flows, deadline chains, section layouts, and document generation templates - Configure contact sources, intake logic, source lists, lead routing, and e-sign workflows - Perform real-time customization during client meetings when needed - Translate requirements into mapped fields, custom forms, and automated workflows - Provide post-launch system support, iterate based on client feedback, and maintain documentation - Ensure data integrity through cleanup, field mapping, and testing - Collaborate across departments to align system builds with quality control, coaching, and reporting Qualifications - 2+ years of experience with Lead Docket, Filevine, or Vinesign (or similar CRMs) - Confident working in fast-paced, client-facing roles - Familiarity with law firm operations, preferably in personal injury or high-volume firms - Excellent problem-solving and communication skills - Strong attention to detail and ability to manage competing priorities - Experience in technical implementation, automations, or intake systems Requirements - Experience with CallRail, Zapier, or custom integrations - Prior work as an intake specialist, legal assistant, or law firm administrator - Ability to write SOPs or technical documentation - Experience with CRM tools like Salesforce or HubSpot - Certified Implementation Specialist Benefits - Remote-first - PTO and sick leave eligibility beginning at 90 days, plus 12 paid holidays - Company-sponsored professional development, including courses, certifications, and training - Virtual team events and workshops - A high-trust environment where your contributions are visible, and your growth is supported