Partner with the Managing Partner to design, document, and roll out firm-wide SOPs (intake → case setup → case progression → file closing)
Standardize workflows across offices and ensure consistent adoption through training and audits
Extract, clean, and consolidate data from case-management and intake systems to produce weekly/monthly dashboards (lead source, intake volume, case closures, revenue per office, review tracking)
Define KPIs aligned to the firm’s priorities and hold teams accountable to those targets
Float across locations to identify bottlenecks, recommend solutions, and drive implementation without direct line management of every admin
Lead projects to increase automation, reduce manual work, and elevate client experience (forms automation, handoff checklists, escalation protocols)
Work with firm administrator, paralegals, and attorneys on onboarding, training, and performance processes
Coach staff on process adherence and create a collaborative, accountable culture supporting sustainable growth
Serve as the firm’s operational representative for high-touch client issues: investigate concerns, coordinate remediation, communicate status, and convert lessons into preventative process improvements
Manage relationships with key vendors and own improvements in the tech stack and integrations
Requirements
4–7+ years in an operations or program-management role (legal, professional services, or high-volume client operations preferred)
Demonstrated track record of implementing SOPs and measurable process improvements
Strong ability to pull and manipulate data (from Clio or similar CMS/CRM), build simple dashboards, and turn metrics into action
Experience extracting, cleaning, and consolidating data from case-management and intake systems
Executive presence and ability to operate as an executive-level contributor with autonomy
Strong people skills: high emotional intelligence, coaching, and ability to implement change without disrupting operations
Experience managing vendor and systems relationships (IT, phone systems, document vendors); Clio experience preferred but teachable
Hybrid flexibility preferred; ability to work in or near the firm’s Indiana footprint (Hammond / South Bend / Fort Wayne / Tippecanoe) or maintain a strong remote pulse across distributed teams