AI Implementation Specialist
Posted 1ds ago
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Job Description
AI Implementation Specialist configuring and deploying AI tools for small law firms. Collaborating with teams to ensure reliable AI deployments and maintaining documentation.
Responsibilities:
- Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools).
- Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent.
- Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation.
- Perform data mapping and light data migration tasks required to support AI tool onboarding.
- Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team’s systems.
- Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation.
- Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library.
- Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO.
- Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations.
Requirements:
- 2–4 years of hands-on experience in a technical implementation, IT support, or automation engineering role.
- Demonstrated ability to configure and integrate SaaS tools; experience with M365/Google Workspace environments and API-based integrations.
- Proficiency with at least one automation platform (Make, Zapier, Power Automate, n8n, or equivalent).
- Familiarity with AI/LLM-based tools and how to configure them in a business context; prior exposure to legal tech a plus but not required.
- Strong documentation habits — can produce clear SOPs, configuration guides, and implementation logs without prompting.
- Comfortable working from a scoping document or engagement plan without requiring step-by-step direction.
- Basic understanding of data privacy and security considerations relevant to cloud and AI tool deployment.
- Must be able to independently execute technical implementation tasks from a spec or engagement plan — this role owns delivery, not strategy.
- Must produce clean, thorough documentation for every configuration and deployment; undocumented work is incomplete work.
- Must communicate blockers and risks promptly and clearly to the fCTO — no surprises.
- Must be current on AI tools and integration platforms; willingness to learn new tooling quickly is essential.
- Must work within SMB Team’s systems and contribute to shared playbooks — this is a team practice, not a solo role.
- No direct client communication responsibility; all client-facing interaction is handled by the fCTO. However, work product must be polished enough to be reviewed and presented to clients by the fCTO.
Benefits:
- We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
- Flexible vacation time.
- Team member education and learning budget on courses, events and books.
- Company activities, outings, and retreats.
- 401(k) with a 3% Match.
- WFH or come to the office, the choice is yours!















