Document Automation, Integration Engineer

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Logo of Modern Family Law

Modern Family Law

51 - 200 employees

Founded 2004

👥 B2C

B2C

Modern Family Law is a forward-thinking, tech-savvy, and compassionate family law firm that helps individuals and families navigate divorce, custody, support, and related family-law matters. The firm emphasizes cost-effective, technology-driven services (including calculators, a Resource Center, and flexible billing/SimpleStart retainers), operates across multiple U. S. locations, and supports career development through LLP support and a post-bar clerk mentorship program.

📋 Description

• Serve as the firm’s primary subject matter expert for document automation solutions, processes, and best practices. • Support the firm’s document automation strategy by providing recommendations on technologies, processes, workflow improvements, and scalable solutions. • Participate in the evaluation, implementation, and ongoing optimization of document automation platforms and related technologies. • Identify opportunities to improve efficiency, consistency, accuracy, and scalability through document automation. • Establish standards and best practices for automated document generation, template maintenance, and workflow management. • Design, configure, and maintain integrations between Salesforce, document automation platforms, document storage systems, and other business applications. • Build and support API-driven workflows for document generation, data synchronization, and process automation. • Configure and troubleshoot REST APIs, webhooks, authentication mechanisms, and integration end points. • Define and manage data mappings, transformation rules, validation logic, and synchronization processes across systems. • Collaborate with internal and external technology partners to implement and support integration solutions. • Monitor and resolve integration failures, API issues, data quality concerns, and workflow exceptions. • Design, build, test, and maintain automated document templates and workflows. • Translate legal, operational, and business requirements into scalable document automation solutions. • Develop and maintain complex document templates using conditional logic, calculations, dynamic content, and business rules. • Configure and manage document generation workflows to support legal and operational processes. • Perform testing, validation, and quality assurance to ensure document accuracy, reliability, and consistency. • Maintain and enhance a growing library of automated documents and templates. • Partner closely with attorneys, legal staff, operations leaders, and business stakeholders to understand document requirements, workflows, and business processes. • Collaborate with software developers, Salesforce administrators, and technology stakeholders to support effective integration between document automation platforms and Salesforce and other business systems. • Define data requirements, mapping needs, and workflow dependencies for document generation processes. • Assist with user training, adoption, troubleshooting, and ongoing support. • Document business processes, automation workflows, template logic, and system configurations. • Monitor system performance, adoption, and effectiveness. • Identify opportunities to streamline workflows, reduce manual effort, and improve the user experience. • Research emerging document automation technologies and industry best practices. • Recommend enhancements that improve efficiency, accuracy, scalability, and long-term maintainability.

🎯 Requirements

• 3+ years of experience implementing, configuring, or managing document automation, document assembly, or document generation solutions. • Proven experience creating and maintaining complex document templates and workflows. • Experience gathering business requirements and translating them into technical or system-based solutions. • Strong understanding of workflow automation, business rules, conditional logic, and process optimization. • Experience working with structured data sources and business systems. • Strong analytical, problem-solving, and troubleshooting skills. • Excellent communication and stakeholder management abilities. • Ability to manage multiple projects and priorities in a fast-paced environment. • Comfortable collaborating cross-functionally with both technical and non-technical teams. • Experience with document automation platforms such as Conga Composer, Drawloop, Formstack Documents, DocuSign Gen, HotDocs, Contract Express, XpressDox, Gavel, or similar solutions. • Experience integrating document generation platforms with Salesforce, CRM systems, case management systems, document management systems, or other business systems. • Experience working with APIs, data mapping, structured data, and system integrations. • Experience in legal technology, legal operations, or professional services environments. • Familiarity with Salesforce, workflow automation platforms, and cloud-based business applications. • Experience supporting enterprise-scale document generation or workflow automation initiatives.

🏖️ Benefits

• Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Short Term & Long Term Disability • Training & Development • Work From Anywhere -- eligible after 6 months

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