Document Assembly Optimizer

This is a new opportunity for you to use your legal background, and focus it on technology.

About Vineskills

Vineskills is an employee-owned team of 60+ legal tech experts focused on helping law firms get the most out of Filevine. We specialize in implementation, optimization, data migration, and workflow design, applying best practices learned from hundreds of firms. Our optimizers act as “insourced” team members for firms that need deep, dedicated expertise. Whether launching a new Filevine build or improving an existing one, we combine legal-tech know-how with white-glove service to drive operational excellence and business results. We also support connected tools like Lead Docket, QuickBooks, Domo, Filevine AI, FVDA, and Outlaw.

Filevine Document Assembly (FVDA) Optimizer Focus

You'll work with firms that are already live in Filevine and/or FVDA, consulting them on best practices, finding long-term solutions, helping them optimize document templates, and making meaningful legal process and workflow improvements within Filevine.

Responsibilities include:

• Act as the firm's in-house expert and consultant, building long-term relationships and establishing trust.
• Host regular check-in calls to identify priorities and screen share solutions.
• Enhance workflow efficiency by leveraging template configuration best practices to address evolving needs.
• Educating clients on new features, upgrades, and best practices.
• Obtain and maintain Filevine and FVDA certification.

This role is for you if you:

• Have experience using the backend of Filevine, including advanced permissions and custom editor. 
• Have document template skills, contract lifecycle management (CLM) skills, experience with merge docs
• Love technology and legal processes and combining the two and the future of legal work! 
• Have experience working in a law firm (case manager, paralegal, attorney, law clerk, IT role, etc.), and love solving problems through tech.
• Prefer working on the business rather than in it - designing systems, not managing individual cases.
• Enjoy designing and improving business processes, asking smart questions, thinking creatively, and translating ideas into technical builds.
• Thrive in being client-facing and building long-lasting relationships.
• Are eager to keep learning about Filevine and the ever-evolving technology landscape. 

Why Work with Vineskills? 

• Salary Range: $74,400 - $150,000+ per year based on experience and qualifications.
• Bonus: Opportunity to earn a monthly bonus based on the amount of client work you decide to take on. When you get better and faster at your job, you can increase your pay.
• Employee Ownership: As part of our Employee Stock Ownership Plan (ESOP), employees receive company shares at no cost, building equity in the business over time. Recent contributions have ranged from 30% to 35% of an employee’s annual salary. 
• 401k plan offered through Empower
• Health & Wellness: Medical, dental, and vision benefits are offered through various plans, and the employer covers 70% of the cost. This includes up to full family coverage with HSA and FSA options. Vineskills covers short-term disability coverage.
• Paid Time Off: Three weeks of PTO and three days of sick leave, expanding to four weeks of PTO in year four. 12 paid holidays and a growing tradition of a holiday slowdown between Christmas and New Years. 
• A new Mac or Windows laptop is yours to keep on your first Vineskills' anniversary.
• 100% remote position with flexible work hours.
• Opportunity to grow your legal-finance-tech career in a fast-growing company.