Lead Docket Implementation Specialist

Responsibilities: Customize and implement intake technology stacks including Lead Docket, Filevine, and Vinesign for law firms. Translate client requirements into automated workflows, task flows, and document templates while providing post-launch support.

Requirements: Requires 2+ years of experience with Lead Docket, Filevine, or similar CRMs and familiarity with law firm operations. Candidates must possess strong technical implementation skills and the ability to manage client-facing interactions in a fast-paced environment.

Key skills: Lead Docket, Filevine, Vinesign, CRM Implementation, Workflow Automation, Technical Documentation, Client Relationship Management, Data Integrity, Problem Solving, Communication Skills, Intake Logic, Field Mapping, SOP Writing, CallRail, Zapier, Salesforce

Keywords: Lead Docket, Filevine, Vinesign, CRM, Legal Intake, Personal Injury Law, Workflow Automation, CallRail, Zapier, Salesforce, HubSpot, SOP, Technical Implementation, Data Cleanup, Field Mapping, E-sign Workflows, Intake Tech Stack, Legal Assistant, Law Firm Administration