AI Implementation Specialist

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Set up and implement AI tools as outlined in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools).

• Design, test, and document automations and AI-driven workflows utilizing platforms such as Make, Zapier, Power Automate, or similar alternatives.

• Execute the technical environment setup, including tenant configuration, user provisioning, API connections, integration testing, and quality assurance validation.

• Conduct data mapping and basic data migration tasks necessary for the onboarding of AI tools.

• Keep implementation logs, configuration notes, and handoff documentation for each engagement in the SMB Team’s systems.

• Diagnose and resolve technical challenges during deployment; escalate any blockers to the fCTO with comprehensive documentation.

• Provide reusable templates, implementation checklists, and workflow standard operating procedures (SOPs) for the SMB Team practice library.

• Stay informed about legal AI tools and integration capabilities; proactively communicate relevant updates or new options to the fCTO.

• Assist the fCTO in pre-engagement scoping by evaluating technical feasibility and effort estimates for proposed implementations.

⛳️ Requirements

• 2–4 years of practical experience in a technical implementation, IT support, or automation engineering position.

• Proven ability to configure and integrate SaaS tools; experience with M365/Google Workspace environments and API-based integrations.

• Proficient in at least one automation platform (Make, Zapier, Power Automate, n8n, or similar).

• Familiarity with AI/LLM-based tools and their configuration in a business setting; prior experience in legal tech is beneficial but not mandatory.

• Strong documentation skills — capable of producing clear SOPs, configuration guides, and implementation logs autonomously.

• Comfortable working from a scoping document or engagement plan without needing step-by-step guidance.

• Basic understanding of data privacy and security considerations relevant to cloud and AI tool implementation.

• Must be capable of independently executing technical implementation tasks based on a specification or engagement plan — this role is responsible for delivery, not strategy.

• Must create comprehensive and detailed documentation for every configuration and deployment; any undocumented work is considered incomplete.

• Must promptly and clearly communicate blockers and risks to the fCTO — no surprises should arise.

• Must stay current on AI tools and integration platforms; a willingness to quickly learn new tools is crucial.

• Must collaborate within the SMB Team’s systems and contribute to shared playbooks — this is a team effort, not an individual role.

• No direct communication with clients is required; all client-facing interactions are managed by the fCTO. However, the work produced must be polished enough for presentation to clients by the fCTO.

🏝️ Benefits

• We cover 75% of your Medical, Dental, and Vision insurance for you and your family.

• Flexible vacation policy.

• Educational budget for team members for courses, events, and books.

• Company-sponsored activities, outings, and retreats.

• 401(k) plan with a 3% match.

• Work from home or in the office — the choice is yours!