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Document Automation, Integration Engineer
Modern Family LawDocument Automation & Integration Engineer at Modern Family Law, optimizing document automation solutions and workflows. Collaborating with legal and tech teams to enhance efficiencies in legal document management.
Posted 6/29/2026full-timeRemote • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $105,000 - $115,000 per yearWebsite
Tech Stack
Tools & technologiesAssemblyCloud
About the role
Key responsibilities & impact- 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.
- Monitor system performance, adoption, and effectiveness.
- Identify opportunities to streamline workflows, reduce manual effort, and improve the user experience.
- Research emerging document automation technologies and industry best practices.
- Recommend enhancements that improve efficiency, accuracy, scalability, and long-term maintainability.
Requirements
What you’ll need- 3+ years of experience implementing, configuring, or managing document automation, document assembly, or document generation solutions.
- Proven experience creating and maintaining complex document templates and workflows.
- Experience gathering business requirements and translating them into technical or system-based solutions.
- Strong understanding of workflow automation, business rules, conditional logic, and process optimization.
- Experience working with structured data sources and business systems.
- Strong analytical, problem-solving, and troubleshooting skills.
- Excellent communication and stakeholder management abilities.
- Ability to manage multiple projects and priorities in a fast-paced environment.
- Comfortable collaborating cross-functionally with both technical and non-technical teams.
- Preferred Qualifications
- Experience with document automation platforms such as Conga Composer, Drawloop, Formstack Documents, DocuSign Gen, HotDocs, Contract Express, XpressDox, Gavel, or similar solutions.
- Experience integrating document generation platforms with Salesforce, CRM systems, case management systems, document management systems, or other business systems.
- Experience working with APIs, data mapping, structured data, and system integrations.
- Experience in legal technology, legal operations, or professional services environments.
- Familiarity with Salesforce, workflow automation platforms, and cloud-based business applications.
- Experience supporting enterprise-scale document generation or workflow automation initiatives.
Benefits
Comp & perks- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Short Term & Long Term Disability
- Training & Development
- Work From Anywhere -- eligible after 6 months
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
Document AutomationDocument AssemblyDocument GenerationData MappingConditional LogicProcess OptimizationWorkflow ManagementAPI DevelopmentQuality AssuranceTroubleshooting
Soft Skills
Analytical SkillsProblem-SolvingCommunicationStakeholder ManagementProject Management