• Develop and deliver training programs for business users on Microsoft Copilot, Copilot Chat, Copilot Studio, and AI best practices. • Coach employees on prompt engineering techniques and effective AI interaction patterns. • Create reusable prompt libraries, playbooks, templates, and training materials. • Establish a community of practice for AI power users and champions. • Partner with Sales, Operations, Finance, HR, Customer Support, and Marketplace teams to understand workflows. • Assess current-state processes and identify opportunities for AI-driven improvement. • Create business cases and ROI estimates for automation opportunities. • Develop implementation roadmaps for AI-enabled process transformation. • Identify potential use cases for Copilot agents and intelligent workflows. • Define agent requirements, data sources, knowledge repositories, and governance models. • Work with technical developers to validate feasibility and deployment plans. • Establish standards for grounding, prompt design, security, and responsible AI usage. • Track utilization, adoption, and business outcomes. • Measure productivity gains and process improvements. • Report AI program progress to IT and business leadership.

• Meet with business stakeholders to understand how work is currently performed. • Observe operational workflows and document business processes. • Learn company operations across multiple departments and functions. • Identify process dependencies, decision points, and bottlenecks. • Develop a deep understanding of how information moves throughout an organization. • Create detailed workflow maps and process diagrams. • Build step-by-step process guides and SOPs. • Capture screenshots and system walkthroughs. • Document software usage, user responsibilities, and business rules. • Create clear operational documentation that can be understood by technical and non-technical audiences. • Identify inefficiencies, redundancies, and manual processes. • Highlight opportunities for automation and AI implementation. • Prepare recommendations for workflow optimization. • Collaborate with internal teams to support future automation initiatives. • Help translate business processes into automation requirements. • Facilitate discovery sessions and process reviews. • Present findings in a structured and professional manner. • Communicate effectively with business owners, executives, managers, and frontline employees. • Build trust quickly while gathering information from diverse stakeholders. • Translate complex business operations into simple, actionable insights. • Produce process maps, workflow diagrams, and operational reports. • Develop business process inventories and system documentation. • Create executive summaries of findings and recommendations. • Present documentation and observations to leadership teams.

• Design, develop, test, and deploy end-to-end automation solutions for EHR systems (MEDITECH, Oracle Health/Cerner, Epic) and adjacent healthcare applications • Build browser-based automations in Python using Playwright or UIPath for workflows requiring web interaction • Create reusable automation components, frameworks, and libraries for scalable delivery • Prepare and maintain process documentation and deployment guides • Collaborate with hospital IT, clinical operations staff, and engineering teammates to identify and prioritize automation opportunities • Work with QA on test strategy and DevOps on deployment for your automations • Conduct feasibility assessments and build business cases for new automation initiatives • Use AI coding assistants (Claude Code and similar tools) as part of your daily development workflow

Title: Operations & Process Specialist Location: Makati City, National Capital Region (Manila), 1229, United States Department: Legal Job Description: We are seeking a highly detail-oriented Operations & Process Specialist to support core legal operations while helping formalize and improve our internal processes. This role is execution-focused first. You will manage intake, billing support, document organization, and operational tracking. Over time, you will also help document workflows, maintain internal process libraries, and support structured onboarding and training initiatives. You do not need to be a formal instructional designer. However, you must be highly organized, process-oriented, and capable of translating operational workflows into clear documentation. This is a full-time, exclusive independent contractor engagement. The position is fully remote and requires working during U.S. Mountain Time. Key Responsibilities Legal Operations Support, Client Intake & Matter Setup - Draft, circulate, and track engagement letters and conflict waivers - Create new clients and matters in Clio Manage and SharePoint - Verify billing details, retainers, and rates before system setup - Maintain organized digital files and templates Budget & Billing Support - Generate WIP reports and monitor matter thresholds - Validate time entries and coordinate corrections - Support monthly prebill preparation and quality checks - Maintain budget trackers and flag discrepancies Vendor & Administrative Coordination - Review vendor invoices - Track renewals and license allocations - Maintain compliance documentation in SharePoint Onboarding & Offboarding Support - Coordinate system setup with IT vendors - Maintain onboarding checklists - Support access management and license reallocation Process Documentation & Knowledge Support - As part of this role, you will help improve process clarity across the firm. - Document recurring workflows in a standardized format - Maintain organized SOPs in SharePoint and OneNote - Update templates and ensure version control - Assist leadership in capturing undocumented institutional knowledge - Identify areas where processes can be simplified or clarified Experience building a knowledge base is a plus, but strong documentation discipline is required. Training & Process Adoption Support - You will assist in strengthening internal onboarding and training consistency. - Help create onboarding guides for new hires - Convert documented workflows into step-by-step training materials - Support internal training sessions when needed - Track completion of required process reviews Formal instructional design experience is not required, but the ability to explain processes clearly and structure information logically is essential. Governance & Reporting - Submit daily EOD reports summarizing progress and open items - Maintain trackers for intake, billing, and vendor coordination - Record meeting notes with assigned owners and deadlines - Assist in refining internal operational standards AI and Automation Utilization - Use AI tools (ChatGPT, Claude, Microsoft Copilot, Clio Assist, etc.) to streamline administrative tasks such as drafting emails, generating checklists, preparing engagement letters, summarizing documents, and creating standard templates. - Apply AI to improve efficiency in data entry, matter setup, client onboarding workflows, and drafting task lists. - Use AI to cross-check information, verify accuracy, and assist in error reduction across recurring processes. - Leverage automation features in Microsoft 365 (Power Automate, Copilot in Outlook/SharePoint/OneNote) to reduce bottlenecks and accelerate turnaround times. - Maintain responsible and compliant use of AI tools, following firm guidelines for confidentiality, privacy, and data handling. Tools You'll Use - Clio Manage - SharePoint - OneNote - DocuSign - Microsoft 365 - Quo (OpenPhone) - AI Tools (ChatGPT, Claude, Microsoft Copilot) Reporting Structure - Reports directly to the Director of Operations. Requirements Role Qualifications - 5+ years of progressive experience in legal administration, operations coordination, or law firm support - Strong organizational skills and attention to detail - Experience working with Microsoft 365 and document management systems - Ability to manage multiple recurring workflows with accuracy - Clear written communication and strong follow-through Preferred but not required - Experience documenting SOPs or workflows - Exposure to onboarding or internal training coordination - Familiarity with Clio Manage - Experience using AI tools to increase productivity Successful Profile - Process-oriented and disciplined: brings structure and consistency to recurring workflows - Detail-obsessed: catches small errors before they compound and double-checks own work - Proactive: flags issues, gaps, and improvement opportunities without being asked - Clear communicator: translates operational steps into documentation any teammate can follow