[Hiring] Legal Document Management Consultant @Affinity Consulting Group LLC

Role Description

As a Document Management Consultant, you'll help law firms and legal departments optimize their document management systems.

• Assist clients from the initial planning conversation through ongoing support.
• Identify and improve system usage based on firm needs.
• Spot useful solutions beyond immediate requests.
• Stay updated with new features from NetDocuments and iManage, including AI tools.
• Set up security and workspaces, connect systems to everyday tools, and guide migrations.
• Continue client engagement post go-live, discussing goals and training staff.
• Collaborate with consultants, migration engineers, and project managers.

Qualifications

• 3+ years of hands-on experience with NetDocuments or iManage.
• Experience leading or facilitating at least one end-to-end DMS implementation.
• Hands-on work with DMS integrations, cabinet migrations, or data conversions.
• Skill in training end users and creating clear user documentation.
• Confidence in leading client discovery and framing solutions for diverse audiences.
• Strong project and time management skills.
• A track record of building trust with clients and internal stakeholders.

Requirements

• Bonus experience with information governance tools such as iCompli or FileTrail.
• Familiarity with Checkbox, WalkMe, BA Insight, SharePoint, Prosperoware CAM, or ServiceNow.
• Experience working in or consulting for large law firms or corporate legal departments.

Your Responsibilities

• Lead discovery sessions to understand document workflows and success metrics.
• Build and configure NetDocuments or iManage environments.
• Train end users and create user documentation.
• Plan enhancement projects and run health reviews.
• Serve as the client's point of contact for system questions and roadmap decisions.
• Coordinate with data migration and system update teams.

Benefits

• 100% remote work with reliable internet and a professional workspace.
• Flexibility in working hours, with a schedule of 8:30 a.m.–5 p.m. ET, Monday through Friday.

Company Description

We're Affinity and Lawyerist (one team; two brands), changing the legal industry by helping legal professionals build healthy businesses and better lives.

• Produce a podcast, The Lawyerist Podcast.
• Publish best-selling books, Be a Next Level Leader and The Small Firm Roadmap.
• Speak at national conferences and build partnerships with reshaping tools and organizations.
• Commitment to core values: Be Inclusive, Act with Integrity, Grab the Marker, Stay Curious, Drive Change.