Document Automation & Integration Engineer

Modern Family Law
, a boutique law firm specializing in family law, is seeking a detail-oriented and proactive Document Automation & Integration Engineer to support the implementation, optimization, and ongoing management of the firm’s document automation initiatives. The Document Automation & Integration Engineer will serve as the firm’s subject matter expert for document generation and automation solutions. This role will help modernize and scale the way legal documents are created, managed, and delivered across the firm.

This position will partner closely with attorneys, legal staff, operations leaders, Salesforce administrators, business systems stakeholders, and software developers to evaluate, implement, and optimize document automation technologies. The successful candidate will design and maintain automated document workflows, develop scalable document generation processes, and help establish best practices for document automation across the organization.

While this is not primarily a software development role, the Document Automation & Integration Engineer will work closely with the Technology team to ensure document automation solutions integrate effectively with Salesforce, the firm’s business systems, and other technology platforms.

This role is ideal for someone who has successfully implemented document automation solutions, enjoys solving complex business problems, and can bridge the gap between business requirements and technical implementation.

• Serve as the firm’s primary subject matter expert for document automation solutions, processes, and best practices.
• Support the firm’s document automation strategy by providing recommendations on technologies, processes, workflow improvements, and scalable solutions.
• Participate in the evaluation, implementation, and ongoing optimization of document automation platforms and related technologies.
• Identify opportunities to improve efficiency, consistency, accuracy, and scalability through document automation.
• Establish standards and best practices for automated document generation, template maintenance, and workflow management.

• Design, configure, and maintain integrations between Salesforce, document automation platforms, document storage systems, and other business applications.
• Build and support API-driven workflows for document generation, data synchronization, and process automation.
• Configure and troubleshoot REST APIs, webhooks, authentication mechanisms, and integration end points.
• Define and manage data mappings, transformation rules, validation logic, and synchronization processes across systems.
• Collaborate with internal and external technology partners to implement and support integration solutions.
• Monitor and resolve integration failures, API issues, data quality concerns, and workflow exceptions.

• Design, build, test, and maintain automated document templates and workflows.
• Translate legal, operational, and business requirements into scalable document automation solutions.
• Develop and maintain complex document templates using conditional logic, calculations, dynamic content, and business rules.
• Configure and manage document generation workflows to support legal and operational processes.
• Perform testing, validation, and quality assurance to ensure document accuracy, reliability, and consistency.
• Maintain and enhance a growing library of automated documents and templates.

• Partner closely with attorneys, legal staff, operations leaders, and business stakeholders to understand document requirements, workflows, and business processes.
• Collaborate with software developers, Salesforce administrators, and technology stakeholders to support effective integration between document automation platforms and Salesforce and other business systems.
• Define data requirements, mapping needs, and workflow dependencies for document generation processes.
• Assist with user training, adoption, troubleshooting, and ongoing support.
• Document business processes, automation workflows, template logic, and system configurations.