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

Role Description We're currently looking for top talent to fill the role below: - Role: Monday Implementation Manager - Monthly Rate: $3,000 - Availability: Full-time - 40 hours/week - Time Zone: 9-6 PM EST To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form. - English Proficiency Rating: You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check. - Coconut VA Profile (Resume): Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️ - 1-Minute Introduction Video: Record a short introduction video (preferably using Loom) and provide the link in your application. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification. Qualifications - Exceptional problem-solving skills and a proactive approach to challenges. - Experience providing training and creating documentation for end-users. - Familiarity with related platforms (e.g., make.com, Zapier) is a plus. - Excellent communication skills, both written and verbal. Requirements - Proven experience with monday.com, including advanced workflow design, automations, and integrations. - 3+ years of project management, implementation, or consulting experience in a client-facing role. - Strong ability to manage multiple client accounts and prioritize effectively. Benefits - Competitive Salary – We recognize your skills and experience with a great compensation package. - 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus? - Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all! - US Holidays Off – Enjoy 12 paid US holidays throughout the year. - Maternity & Paternity Leave – We support growing families with dedicated leave for new parents. - Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits. - Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind. - Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources. - Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better! - Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too! - Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

• Lead early clinical, operational, and technical workflow-discovery discussions. • Assess integration, image-routing, infrastructure, security, resourcing, dependency, and implementation risks before contracting. • Partner with Sales and Solutions Architecture to establish the preliminary implementation approach, scope, timeline, and client expectations. • Lead the end-to-end implementation of Cleerly for new and expanded clients in hospitals, health systems, cardiology practices and imaging centers, managing multiple complex projects simultaneously. • Develop and manage project plans and timelines to drive successful project delivery. • Act as the primary point of contact for clients during the implementation phase, ensuring clear communication and alignment on project goals.

• Mapping solutions to value across large and dynamic organizations. • Participating in discovery and driving qualification of new opportunities. • Preparing and conducting product demonstrations. • Advising and supporting customers’ technical stakeholders. • Identifying, evaluating, recommending, and executing value-based workshops and proof of concepts/values. • Building and maintaining strong relationships with customers. • Preparing and providing input for functional and technical sections of RFPs/RFQs. • Supporting sales and marketing activities.