Lead Docket Implementation Specialist
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
Requirements
What We’re Looking For
- 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
Bonus Points If You Have:
- 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
Why Join Legal Intake Pros?
LIP is a small, fast-moving team doing meaningful work in a category we helped create. We help personal injury law firms sign more cases by transforming how they handle intake, and every person on our team feels the impact of that mission directly.
This is not a role where you blend into a department. You will work closely with the founder, see the full picture of the business, and have real ownership over your work from Day 1. We invest in our people, give direct feedback, and create space for growth for those who show up with initiative and care.
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
Skills
As published by workable · 5 questions · 3 written answers
Basics
First name, Last name, Email, Headline, Phone, Address, Education, Experience, Summary, Resume
Pick from a list (2)
- Do you have hands-on back-end administrative experience using Lead Docket (e.g., configuring fields, workflows, forms, automations, integrations, user permissions, or system settings)?
- Have you independently configured and implemented a new Lead Docket instance from initial setup through go-live?
Written answers (3)
- Can you describe a time when you customized or configured backend workflows in Lead Docket (for example, field mapping, automations, or task flow design)? What was your role, what tools or processes did you use, and what was the outcome?
- What challenges have you encountered when integrating Lead Docket with systems such as Filevine, VineSign, or other third-party platforms? How did you troubleshoot and resolve those challenges?
- Have you created or modified Lead Docket templates, workflows, or deadline chains? If so, please describe your approach and how you ensured the configuration was accurate, efficient, and met the client's needs.