Legal Training & Quality Assurance Manager

About The Company

Team Hargrove is a tech-enabled estate planning platform serving wealth management firms through an MSO structure. We power the estate planning services of an affiliated law firm, Hargrove Firm, with attorneys across 50 states delivering defensible estate plans for the $1-50M wealth segment. We've grown 210% in 2025, backed by institutional capital, with multiple top 10 wealth management firms who we count as partners.

About the Role

Hargrove Firm a well-established estate planning law firm, we are seeking an experienced Legal Training and Quality Assurance Manager to join our legal operations team. This role is ideal for a seasoned senior paralegal or practicing attorney who is passionate about professional development, operational excellence, and elevating the quality of client service across the firm.

Reporting directly to the Director of Legal Operations, this specialist will serve as a critical bridge between onboarding, ongoing training, and workflow improvement — ensuring that every team member has the tools, knowledge, and feedback they need to perform at the highest level. Extensive understanding and experience in Estate Planning, Trusts, Wills, Sale of Business, and Deeds are crucial in this role.

Key Responsibilities

Training & Onboarding

• Alongside Senior Leadership, design, coordinate, and deliver onboarding programs for new hires across paralegal, legal assistant, and administrative roles

• Develop and maintain training materials, SOPs, and reference guides tailored to estate planning practice areas

• Conduct role-specific training sessions covering firm systems, client intake procedures, document preparation, and compliance standards

• Partner with department leads to identify knowledge gaps and build targeted training curricula

• Track new hire progress through onboarding milestones and provide timely support and guidance

Quality Assurance & Performance Feedback

• Review and assess recorded client meetings, internal calls, and consultations to evaluate quality, accuracy, and adherence to firm standards

• Provide structured, constructive written and verbal feedback to staff based on recorded session reviews

• Develop and maintain QA rubrics, scorecards, and evaluation frameworks aligned with firm expectations

• Flag recurring issues or trends to the Director of Legal Operations and recommend corrective action or additional training

• Ensure all client-facing communications and legal documentation meet the firm's quality and professionalism standards

Systems & Workflow Improvement

• Collaborate with legal operations to identify inefficiencies in existing workflows and propose scalable improvements

• Support the implementation and adoption of practice management software, document automation tools, and other legal tech systems

• Document and continuously update internal processes and procedures as workflows evolve

• Assist with firm-wide initiatives to standardize practices and improve consistency across teams

• Participate in regular operations meetings and contribute insights drawn from training and QA findings

Qualifications

Required

• Minimum 5 years of dedicated experience as a senior paralegal and/or licensed attorney, with a focus on estate planning (wills, trusts, probate, powers of attorney, or related areas)

• Proven ability to explain complex legal concepts and procedures clearly to staff at varying experience levels

• Experience reviewing recorded meetings, calls, or work product for quality and compliance purposes

• Strong written and verbal communication skills, including the ability to deliver feedback professionally and constructively

• High attention to detail with a commitment to accuracy and consistency

• Ability to manage multiple priorities independently in a fast-paced professional environment

Preferred

• Prior experience in a training, coaching, or legal operations capacity

• Familiarity with practice management platforms (e.g., Clio, MyCase, Lawmatics) and document automation tools

• Experience developing SOPs, training guides, or QA evaluation frameworks

• JD or paralegal certificate from an ABA-approved program

What We Offer

• A collaborative, mission-driven team environment focused on delivering exceptional client outcomes

• Fully remote work - occasional travel for team building may be requested!

• Opportunity to shape firm-wide training programs and quality standards from the ground up

• Competitive compensation, including performance based bonuses!

• Comprehensive benefits package including health, dental, and vision coverage and 401k with 4% matching!

Hargrove Firm is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can thrive.