Part-Time LegalServer Consultant

• Work across multiple client LegalServer instances simultaneously, managing configuration, troubleshooting, testing, and implementation work while maintaining clear separation between each organization’s LegalServer environment and requirements.
• Analyze existing LegalServer configurations to understand system architecture, dependencies, and opportunities to simplify, standardize, or improve workflows.
• Work with LegalServer 4 and LegalServer 5 user interfaces and support clients with their organization’s implementation of the new LS5 interface.
• Configure and customize LegalServer processes, profiles, forms, fields, lookups, reports, dashboards, branching logic, and workflows to support intake, eligibility, assignment, case management, and case closing.
• Configure and troubleshoot advanced tools such as Guided Navigation, Workflows, Advanced Grant Filters, and other LegalServer tools.
• Support integrations between LegalServer and external systems by identifying appropriate data sources, mapping fields and data structures, and working with reports, APIs, webhooks, and workflow triggers. 
• Document technical requirements, configuration decisions, dependencies, testing results, and implementation steps so that configurations can be understood and maintained by other LegalServer administrators.
• Participate in technical design discussions with the A2J Tech LegalServer practice area lead, A2J Tech project managers, and developers to develop sustainable case management solutions for clients’ LegalServer environments. 
• Consult with the Business Process Improvement team on technology and case management system evaluations as part of intake improvement assessments. 
• Support the A2J Tech LegalServer practice area lead in scaling the practice area to support more clients, LegalServer implementation work, and access to justice initiatives.

‍

Preferred Technical Experience

Experience with any of the following is strongly preferred:

• Flow Block configuration
• LegalServer 5 testing and implementation
• Advanced Grant Filters
• LegalServer timekeeping and related workflows, Advanced Grants Management, and Electronic Verification of Time (EVT)
• Guided Navigation and Branch Logic
• LegalServer Online Intake
• LegalServer reporting, homepage dashboards, and advanced report configuration
• LegalServer SMS tools
• LegalServer Survey Questions module
• LegalServer-Sharepoint integration
• LegalServer Reports API and other LegalServer API functionality
• Integrations between LegalServer and external applications

• Minimum 3 years of hands-on experience administering and configuring LegalServer case management system.
• Strong understanding of LegalServer's underlying  data  structure and how forms, processes, fields, lookups, modules, and blocks behave and support case management workflows.
• Experience building and  modifying LegalServer intake and case-management workflows.
• Experience troubleshooting complex LegalServer configuration issues.
• Ability to independently investigate an issue, identify its root cause, recommend a solution, and implement the approved configuration.
• Strong understanding of conditional logic, workflow design, data relationships, and structured data collection.
• Experience testing configuration changes and identifying potential impacts prior to full implementation.
• Ability to work from written requirements, workflow diagrams, client verbal or written feedback, or existing configurations and translate them into technical implementation.
• Ability to distinguish between a configuration issue, data issue, workflow-design issue, user-training issue, and a product limitation.
• Strong documentation skills and commitment to creating maintainable configurations.
• Ability to manage multiple client environments and follow established change-management and documentation practices.
• Strong written and verbal communication skills in a remote work environment.
• Passion for and commitment to working on projects that improve access to justice.

• This is a fully remote team.
• All positions start with a 2-month contract period.
• Please apply with this form detailing your interest in our mission and how your experience and career trajectory aligns with this particular position.