Benefits:
401(k)
Bonus based on performance
Training & development
Company parties
Opportunity for advancement
Paid time off
About Us
We are a small-sized law firm looking to modernize our communications intake and processing. Our goal is to centralize and automate all incoming communications—including physical mail, emails, SMS, and voicemails—while ensuring data security and compliance with legal requirements. We plan to leverage Microsoft 365 tools such as SharePoint, Power Automate, AI Builder, and related services.
Project Scope
Central Repository: Implement a single source of truth for all communications using SharePoint (Lists/Libraries) or Dataverse.
Classification & Extraction: Train and deploy AI models (e.g., SharePoint Syntex or AI Builder) to automatically classify scanned documents and emails.
Workflow Automation: Set up Power Automate flows for routing, approvals, deadline tracking, and notifications in Microsoft Teams or Planner.
Reporting & Insights: Provide clear visibility of communications through dashboards in Power BI or SharePoint Views.
Key Responsibilities
Requirements Gathering
Engage with our attorneys and staff to understand current processes, key data fields, and compliance considerations.
Develop clear success criteria for automation and classification features (deadlines, client matter references, urgency, etc.).
Solution Design & Implementation
Propose a SharePoint-based structure (Lists, Libraries) or Dataverse setup aligned with our firm’s size and legal workflows.
Configure Power Automate to handle email parsing, document uploads, and AI classification.
AI Model Training
Train SharePoint Syntex or AI Builder with sample legal documents to recognize specific case details, practice areas, or deadlines.
Plan for continuous learning and improvement of the model’s accuracy.
Integration & Security
Integrate with Microsoft Teams and Planner for task management and notifications.
Ensure compliance with data protection standards, including client confidentiality and any relevant regulatory requirements.
Testing & Optimization
Conduct end-to-end testing with real-life legal documents and communications.
Fine-tune workflows and AI classification to accommodate legal-specific terminology or formats.
Documentation & Training
Create user-friendly guides for attorneys and support staff.
Provide knowledge transfer so internal resources can maintain or update workflows as needed.
Qualifications
Microsoft 365 Expertise
Hands-on experience with SharePoint Online (Lists, Libraries, Syntex)
Proficiency in building Power Automate flows
Familiarity with AI Builder for document classification
Basic or advanced Power BI skills for reporting (preferred)
Law Firm or Regulated Environment Experience (Preferred)
Understanding of confidentiality, compliance, and secure data handling
Ability to design workflows that meet or exceed legal/regulatory requirements
Strong Communication & Collaboration
Ability to translate legal requirements into Microsoft 365 solutions
Excellent communication with both technical and non-technical team members
Project Management
Capable of delivering projects on schedule and within budget
Effective at coordinating milestones and keeping stakeholders informed
How to Apply
Email: Send your resume/CV, relevant project examples, and rate/salary expectations to bala@shanpottslaw.com
Subject Line: “M365 Automation Specialist – [Your Name]”
Application Deadline: Jan 31, 2025
Work remote temporarily due to COVID-19.