Description

Position Summary:

We are looking for someone who loves making complicated things simpler. As our ESI & AI Technology Specialist, you will be leading the charge on the technology solutions the firm uses to manage its docket and prosecute its cases through discovery and trial. You will be the connector between attorneys, paralegals, in-house IT, and our external technology partners—helping the firm work smarter, faster, and more efficiently.

This is not a role where you inherit a polished playbook. It is a role for someone who enjoys building the playbook. From designing AI workflows and optimizing document management to consulting on e-discovery strategy and finding better ways to get work done, you will have the freedom to create systems, solve problems, and continuously improve how the firm operates. One day you might be building an AI-powered vault in Harvey; the next you might be negotiating with an e-discovery vendor, training attorneys on new technology, or figuring out a better way to organize millions of documents.

At our 40-attorney boutique, everyone pitches in, ideas move quickly, and the best solution wins—regardless of whose job description it falls under. If you are naturally curious, enjoy rolling up your sleeves, and like turning “there has to be a better way” into reality, you will fit right in.

At a high level, the person in this role will: (1) ensure efficient, cost-effective ESI management throughout the litigation lifecycle; and (2) develop guidelines and infrastructure to maximize productive AI utilization.

Qualifications:

Education & Required Experience

• Bachelor’s degree preferred; JD or paralegal certification preferred.
• 5+ years of experience in e-discovery, litigation support, or legal technology.
• Experience working in a law firm environment, supporting litigators/trial lawyers.
• Expertise in managing ESI discovery in complex commercial cases.
• Expertise in applying legal AI platforms (e.g., Harvey AI).

Core Competencies

• Detail-oriented with strong organizational skills.
• Excellent communication skills; able to translate technical concepts into practical guidance.
• Strong project management skills; able to manage multiple matters simultaneously.

Technical Skills

• Proficiency with leading e-discovery platforms (e.g., Relativity, DISCO).
• Understanding of data formats, metadata, and production standards.
• Familiarity with TAR and/or AI-assisted review tools preferred.
• Experience with Sharepoint and/or Microsoft365 platform preferred.

Preferred Certifications

Relativity Certified Administrator (RCA) or similar platform certification.
DISCO Review Management Certification or similar platform certification.
Certified E-Discovery Specialist (CEDS).
Trial Director; Harvey Academy; and any other litigation support certifications.

Compensation & Benefits:

• Competitive salary commensurate with experience.
• Bonus eligibility.
• Comprehensive benefits package (health, retirement, PTO).

Requirements

Key Responsibilities:

AI Integration

• Build out back-end infrastructure in Harvey, including Vaults and Agentic Workflows:
  • Model Vaults: Work with attorneys and paralegals to compile materials and create Vaults for firm templates and writing samples.
  • Case-Specific Vaults: Work with attorneys and paralegals to sync important case documents/folders from Sharepoint to Vaults; migrate documents from review databases to Vaults.
  • Agentic Workflows: Work with Harvey reps, attorneys, and paralegals to build custom workflows in Harvey. For example, standardized review tables for ESI production review and privilege logs; information gathering for case intake; deposition witness kits; trial preparation.
• Work with IT professional to optimize Sharepoint folder structures for use with Harvey.
• Work with case teams to create processes to leverage Harvey’s capabilities.
  • Ongoing liaison with case teams to maximize productive AI utilization:Monitor Harvey utilization by firm users
  • Conduct and/or organize firm AI trainings
  • Help attorneys/paralegals with specific questions or troubleshooting
• Work with Technology Committee to develop and maintain a firm AI use policy.
• Work with Technology Committee and AI vendors to monitor latest offerings and developments in the legal tech space, ensuring the firm’s AI approach remains cutting edge, including opportunities for future development of internal systems.
• Work with Finance team to monitor AI vendor costs and negotiate rates where appropriate.

ESI/E-Discovery

• Work with case teams to determine document hosting selection for new matters (e.g., meet with ESI vendors to discuss rates, document hosting options, database setup, and level of support needed).
• Work with case teams and third-party vendors to manage document databases (e.g., resolve document/metadata issues with vendors, set custom views and coding panels, create/manage saved searches, prepare documents for external production).
• Work with IT professional to standardize processes for data ingestion and storage (e.g., ingest documents to review databases and maintain system backups of productions).
• Work with IT professional, case teams, and, if applicable, third-party vendors to determine process for archiving ESI from old cases.
• Work with Finance team to monitor external e-discovery vendor costs and negotiate rates where appropriate, considering vendor performance and budgets (e.g., receive and review monthly invoices to ensure case teams are cost-efficient).
• Train attorneys and paralegals on new processes and e-discovery best practices.
• Consult with case teams on e-discovery issues as needed (e.g., ESI protocols, production specifications, discovery plans, legal holds, data collection, TAR/AI-assisted review).