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About the role
Key responsibilities & impact- Receive and review raw legal drafts or precedent documents provided by clients through CS/Sales.
- Interpret how legal provisions should be structured, conditioned, and automated, making expert judgements on clause-level logic, optional provisions, and variable content.
- Organise questionnaire structure and questions drafting so they are clear and make sense for end users.
- Produce clear, structured markup in line with the department's standard markup format, defining what needs to be automated, how variables should behave, and what conditions apply to each provision.
- Handle complex practice areas with precision, ensuring that nuanced legal provisions are correctly represented in the markup.
- Identify and flag ambiguities in client-provided drafts before markup is handed to Template Developers.
- Collaborate closely with QA team and with Customer Success Delivery & Automation Lead.
- Follow and maintain the standard markup format to ensure consistency across all templates and team members.
- Contribute to the development and refinement of markup standards as new document types, client requirements, or automation capabilities emerge.
- Ensure that markup is comprehensive enough that Template Developers can implement it without requiring frequent clarifications.
- Embrace AI tools where they create genuine efficiency gains, always with a mindset of responsible use, client privacy, and data security.
- Participate in calls with clients to discuss automation projects, walk through source documents, and clarify requirements before markup begins.
- Ask the right questions to uncover intent behind legal provisions, especially where drafts are ambiguous, incomplete, or rely on unstated assumptions.
- Build rapport with client legal teams, acting as a credible legal peer who understands both the document and its automation context.
- Document outcomes from client calls clearly and translate them into actionable markup annotations.
- Work closely with CS/Sales to understand client intent and clarify requirements where the source draft is incomplete or ambiguous.
- Liaise with Template Developers as needed to clarify markup intent during the automation phase.
- Support the QA team by acting as the reference point for markup interpretation when queries arise.
- Review and update markup for templates already in production that require changes or improvements.
- Maintain version-controlled markup records to support traceability and audit.
Requirements
What you’ll need- Qualified solicitor, paralegal background, or equivalent legal professional, with experience drafting or reviewing legal documents.
- Strong knowledge of at least one practice area (e.g. corporate, real estate, employment, finance, or commercial contracts).
- Ability to interpret complex legal provisions and translate them into structured, logic-driven annotations.
- High attention to detail, able to identify inconsistencies, ambiguities, or gaps in source drafts.
- Strong written communication skills, with the ability to produce precise, unambiguous instructions for non-legal colleagues.
- Confident on client calls, able to lead structured conversations with legal professionals to extract requirements and resolve ambiguities.
- Comfortable working in a structured, process-driven environment with defined markup conventions.
- Bonus points if: Prior experience with document automation platforms (e.g. Avvoka, HotDocs, Contract Express).
- Familiarity with conditional logic or structured templating concepts, even at a non-technical level.
- Experience in legal operations, legal technology, or a client-facing legal advisory role.
- Exposure to multi-client or multi-jurisdiction documentation environments.
Benefits
Comp & perks- Equal opportunity employer that celebrates diversity and inclusion
- Reasonable adjustments for candidates with disabilities during the recruitment process
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal draftingmarkup standardsdocument automationconditional logicstructured templatinglegal document reviewlegal interpretationattention to detailclient requirements analysisversion control
Soft Skills
written communicationclient interactionproblem-solvingcollaborationattention to detailrapport buildingstructured conversationclarification skillsorganizational skillsadaptability
Certifications
qualified solicitorparalegal certificationlegal professional qualification
