Firm Intelligence Manager

Description

:

We are seeking a Firm Intelligence Manager to join our team. The Firm Intelligence Manager is responsible for daily administration and management of the Firm’s experience management, intelligence platforms, and related systems. This role contributes to the implementation and on-going support of knowledge management systems and processes. The Manager leads efforts to capture and maintain experience information and firm intelligence including client and matter profiles in support of the Firm’s knowledge management and innovative efforts.

The Manager works with business services and practice teams to define best practices for leveraging firm intelligence systems and processes. This role contributes to training programs, provides technical and business process support, and serves as the primary contact for internal resources, such as the Information Technology department, as well as external resources including vendors and consultants.

Key Responsibilities and Essential Job Functions:

• Day-to-day administration of the Firm’s experience management system, which includes expertise, experience, and proposal modules.
• Oversee efforts to capture and maintain relevant and accurate experience information, including client and matter profiles.
• Collaborate with key stakeholders to gather and translate their needs into actionable solutions that leverage technology and strengthen the firm’s data strategy.
• Participate on project teams to develop and implement enhancements to the experience management platform and related systems.
• Manage data quality and ensure data integrations and imports are tested and monitored for accuracy and consistency; ensure accurate mapping to the appropriate fields; design and maintain appropriate taxonomies.
• Manage the Firm Intelligence team which supports data collection efforts, technology implementation, training/onboarding, and data projects and processes firmwide.
• Identify opportunities to improve and/or add to the experience platform and related processes and integration sources.
• Develop and mentor junior staff in subject matter, innovative technology, project management, and knowledge management.
• Design, manage, and evolve automated workflows and dashboards to capture matter information, such as form assignment and approval, and maintain process documentation.
• Manage, develop, and maintain the firm’s matter knowledge, predominantly through systems, workflows, behavior, training, and culture.
• Develop and implement data governance plans to normalize data for use in downstream systems and to support data analysis, science, and visualization. Manage data integration, import and export projects to ensure content is mapped, transferred and validated consistently.
• Lead Foundation backend configuration and processes for experience and expertise collection; ensure effective and timely completion of approved configurations.
• Partner with IT staff, vendors, and other third parties to address system-level technical issues, manage internal and external integrations, and implement upgrades and enhancements.
• Identify and respond to internal and external client inquiries promptly and seek feedback as appropriate.
• Support power users as they research, analyze, and prepare reports on client, matter, related party, relationship, and timekeeper experience and expertise to support the firm’s business development and strategic initiatives.
• Establish standard metrics reporting and analyze trends to measure the quality and quantity of data maintained within the experience management platform. Develop standard configuration documentation and related job-aids or guides for the experience management platform and related systems.
• Design and oversee complex end-user training, onboarding, and user adoption programs and communications.
• Manage rollouts of the firm’s intelligence systems and create and maintain user support materials. Partner closely with the firm’s PMO and Change Management teams to ensure adoption and ongoing enhancements to the platforms.
• Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
• Special projects and duties as assigned.
  

Required Skills:

• Significant experience working with legal technology such as experience or expertise systems, legal research tools, workflow systems, legal project management, and practice management tools.
• Significant experience with data management, process, and data system design, preferably in a legal or professional services firm.
• Demonstrated understanding of law firm structure and business practices, as well as practice-specific terminology. Experience working with a broad array of legal practices including transactional, litigation, and regulatory.
• Strong working knowledge of and familiarity with legal clients and markets. Prior law firm or professional services firm experience is preferred.
• Ability to develop effective and collaborative relationships with the BD and Marketing teams, lawyers, firm administrative departments, and vendors.
• Champion for change management, process improvement, user adoption, and the constant evolution of complex data strategies and needs.
• Demonstrated ability to manage multiple complex assignments with competing deadlines and priorities under minimal direct supervision. Experience managing projects from inception through planning, execution, and delivery phases.
• Experience in people management.
• Excellent written and verbal communication skills
• Exceptional proficiency working with Microsoft Office Suite, or Microsoft 365, and Power platform especially for analyzing and communicating data-related concepts.
  

Required Qualifications & Education:

• Bachelor's degree in relevant field, Masters strongly preferred.
• 5 years’ experience in a law firm, corporate legal department or professional services environment.
• Minimum of three years' experience with Litera’s Foundation front and back end.
  

Physical Requirements:

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below is a list of just some of the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.