Client Service Consultant – Legal Technology

Reposted 6 Days Ago
4 Locations
Hybrid
Junior
Artificial Intelligence • Information Technology • Legal Tech • Productivity • Professional Services • Consulting • Asset Management + Discovery
Where legal technology meets uncompromising service — and great careers are built.
The Role
Guide law firm clients through onboarding, configuring case management platforms, data migration, testing, training, and ongoing advisory to optimize workflows, automations, and adoption.
Summary Generated by Built In

About LexRight, Inc.  

LexRight helps law firms and legal departments unlock the full potential of their legal technology stack. We specialize in implementing, supporting, and optimizing case management platforms, delivering process automation, managed services, and continuous improvements that drive measurable results.  

Our team is built around professionals who understand how law firms actually work—many of us started our careers as paralegals, legal assistants, or legal operations specialists before moving into technology. We translate day-to-day legal practice into practical, high-impact systems that attorneys and staff can truly use.  

Role Overview  

The Client Success Consultant is a hands-on, individual contributor role designed for professionals who understand law firm work and want to apply that knowledge to legal technology.  

You will guide law firm clients through onboarding and adoption of complex case management platforms—helping attorneys, paralegals, and staff turn their real-world workflows into effective system configurations. This role is ideal for someone who has worked inside a law firm (e.g., paralegal, legal assistant, case manager, docketing specialist) and has transitioned into—or wants to grow further into—legal technology, process improvement, and client enablement.  

You will not manage people. Instead, you will be a trusted advisor who bridges the gap between legal practice and technology.  

Key Responsibilities  

Translate Legal Work into Technology  

  • Partner with attorneys and paralegals to map firm workflows—intake, matter management, deadlines, documents, billing, and reporting.  
  • Convert those workflows into practical configurations within case management platforms.  
  • Help clients rethink inefficient manual processes and replace them with automation.  

Client Onboarding & System Setup  

  • Assist with configuration of matters, fields, forms, templates, automations, and dashboards.  
  • Support data migration and validation from legacy systems or spreadsheets.  
  • Participate in testing and user acceptance from a practitioner’s perspective.  

Training & Enablement  

  • Train attorneys and staff in plain, practical language rooted in how they actually work.  
  • Create guides, cheat sheets, and SOPs that reflect law-firm realities, not generic IT documentation.  
  • Coach clients on best practices for intake, calendaring, task management, and collaboration  

Ongoing Client Success  

  • Act as a day-to-day advisor after go-live—answering questions, recommending improvements, and supporting change requests.  
  • Identify opportunities to streamline client processes or expand platform usage.  
  • Collaborate with internal support and managed services teams to resolve issues quickly.  
  • Practice-Driven Expertise  
  • Maintain strong understanding of legal workflows and terminology.  
  • Stay current on platform capabilities and new features.  
  • Advocate internally for enhancements based on what law firm users truly need.  

Who This Role Is For  

This position is a great fit if you:  

  • Started your career as a paralegal, legal assistant, case manager, or legal operations professional  
  • Became the “go-to tech person” at your firm  
  • Helped configure a case management system, built templates, or improved firm processes  
  • Enjoy explaining technology to attorneys in practical, non-technical language  
  • Want to stay close to the practice of law while moving deeper into legal tech  

Qualifications  

Required  

  • 2+ years working in a law firm or legal department (paralegal, legal assistant, legal ops, or similar).  
  • Hands-on exposure to a legal case management platform.  
  • Experience supporting attorneys or staff with technology or process changes.  
  • Ability to translate legal terminology and workflows into system requirements.  
  • Strong communication skills and client empathy—comfortable speaking with attorneys.  
  • Organized and able to manage multiple client priorities.  

Preferred  

  • Experience helping implement or administer SaaS systems such as Filevine, Clio, Litify, PracticePanther, or similar preferred  
  • Background in intake processes, matter lifecycle, calendaring, or billing workflows.  
  • Experience creating templates, automations, or reports within a legal platform.  
  • Prior role as a senior paralegal who supported firm technology initiatives.  
  • Exposure to data migration or process documentation.  

Why LexRight?  

  • Join a team that values law-firm experience as much as technical skills  
  • Use your paralegal/legal background in a new, high-growth career path  
  • Work remotely while staying connected to the legal profession  
  • Opportunity to become a true legal technology expert  
  • Competitive compensation and professional development  

 

If interested, please introduce yourself and provide a resume to [email protected].  We look forward to hearing from you. 

Skills Required

  • 2+ years working in a law firm or legal department (paralegal, legal assistant, legal ops, or similar).
  • Hands-on exposure to a legal case management platform.
  • Experience supporting attorneys or staff with technology or process changes.
  • Ability to translate legal terminology and workflows into system requirements.
  • Strong communication skills and client empathy—comfortable speaking with attorneys.
  • Organized and able to manage multiple client priorities.
  • Experience implementing or administering SaaS systems such as Filevine, Clio, Litify, PracticePanther, or similar.
  • Background in intake processes, matter lifecycle, calendaring, or billing workflows.
  • Experience creating templates, automations, or reports within a legal platform.
  • Exposure to data migration or process documentation.
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The Company
5 Employees
Year Founded: 2025

What We Do

LexRight is a legal technology services company on a mission to transform how law firms operate. We partner with mid-to-large law firms to implement, optimize, and manage the technology platforms that power their practices — so attorneys can focus on their clients, not their systems. Think of us like the architects and general contractors of legal technology. Law firms invest in powerful platforms, but without the right implementation, training, and ongoing support, those tools often fall short of their potential. That's where LexRight comes in. We don't just deploy software — we engineer the workflows, drive the adoption, and build the long-term partnerships that turn technology investments into real competitive advantages. Our services span the full technology lifecycle: Implementation & Integration — We guide firms through full deployments, data migrations, custom integrations, and role-based training. Every engagement is built around how a firm actually works, not how a generic template assumes it should. Ongoing Partnership — After go-live, we don't disappear. We provide continuous managed services including help desk support, proactive optimization, system health checks, and a dedicated account manager — keeping firms ahead of problems rather than reacting to them. On-Demand Expertise — For firms that need targeted help without a full retainer, we deliver high-impact, tightly scoped projects: workflow optimization, custom reporting, automation, system audits, and more. LexRight was founded by technology leaders with over 50 years of combined enterprise experience at companies like Microsoft, Samsung, AT&T, and HCL Technologies — brought together by a shared belief that the legal industry deserves better technology partnerships. We're a company in active growth mode, backed by real funding, and building something meaningful in a market ready for disruption. If you want to do work that matters — at the intersection of enterprise technology and one of the world's most important professions — LexRight is where you belong.

Why Work With Us

We're a funded, fast-growing legal tech company built by enterprise veterans who chose to do things differently. Here, you're a partner — not a number. You'll shape how law firms operate at their core, backed by a team with the experience to win and the ambition to lead.

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