Microsoft Dynamics 365 Legal Case Management SME

Process|Program Management|Legal and Contractual compliance, Technology|Cloud Platform|Dynamics 365 CRM

Domain

Delivery

Interest Group

Infosys Public Services, Inc

Company

IPS Canada

Requisition

152491

Infosys Public Services is seeking a Microsoft Dynamics 365 Legal Case Management SME. This position will interface with key stakeholders and apply technical proficiency across different stages of the Software Development Life Cycle including Requirements Elicitation, Application Architecture definition and Design; play an important role in creating the high-level design artifacts; deliver high quality code deliverables for a module, lead validation for all types of testing and support activities related to implementation, transition and warranty.

This is an opportunity to be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued.

• Candidate must be located within commuting distance in Ottawa, ON or be willing to relocate to the area.
• Bachelors Degree in Engineering. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 4 years of Information Technology experience.
• Candidates authorized to work for any employer in Canada without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.

The Legal Services SME provides specialized advisory expertise in the design, delivery, and implementation of Microsoft Dynamics 365 solutions that support legal services, legal case management, litigation support, legal document management, and legal workflow processes. This resource serves as a trusted advisor to the project team, ensuring that legal service requirements are effectively translated into Microsoft Dynamics configurations, workflows, security models, records management processes, and reporting capabilities.

The role supports the successful modernization of legal operations while ensuring compliance with legal, privacy, security, governance, and regulatory requirements.

• Provide subject matter expertise and advisory services for legal services processes within Microsoft Dynamics 365 solutions.
• Advise project teams on the design, configuration, implementation, and optimization of legal case management capabilities.
• Support the design of legal workflows, case management processes, litigation tracking, legal document management, docket management, and billing processes.
• Provide recommendations on legal matter management, approvals, confidentiality controls, records retention, and legal reporting.
• Collaborate with business stakeholders, legal professionals, solution architects, and technical teams to translate legal service requirements into practical Dynamics 365 solutions.
• Advise on role-based security, information segregation, confidentiality controls, and legal information management practices.
• Support legal records management, document generation, document storage, and workflow automation initiatives.
• Participate in business process reviews, workshops, solution assessments, and stakeholder consultations.
• Assist with testing, business validation, user acceptance activities, and knowledge transfer.
• Ensure solutions align with applicable legislation, regulatory obligations, records management requirements, and organizational governance standards.
• Minimum 5 years of experience in the design, delivery, and implementation of Microsoft Dynamics solutions supporting legal services.
• Demonstrated expertise in legal services business processes, legal case management, litigation support, legal records management, and legal workflow design.
• Experience providing advisory services related to legal operations and Microsoft Dynamics implementations.
• Strong knowledge of Microsoft Dynamics 365 Customer Engagement and related Microsoft technologies.
• Experience designing and implementing solutions that support legal professionals, legal matters, document management, and case administration.
• Understanding of confidentiality requirements, information governance, privacy obligations, and legal records management.
• Ability to translate legal business requirements into functional solution recommendations.
• Strong analytical, communication, facilitation, and stakeholder management skills.
• Experience supporting public sector legal services, litigation management, fiduciary services, trust administration, or regulatory environments.
• Experience with legal document management solutions, electronic records systems, and integrated document repositories.
• Familiarity with Microsoft Power Platform, Power BI, Azure, and legal reporting solutions.
• Experience implementing role-based access controls, information segregation, and audit capabilities within Dynamics 365.
• Microsoft Dynamics certifications and legal operations or legal technology…