Document Automation, Integration Engineer

Modern Family Law

Document 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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in document automation solutions, including the design and management of complex document templates and workflows. Proficient in integrating document automation platforms with Salesforce and other business systems while optimizing processes for efficiency and accuracy.

Highest-signal resume keywords

Document Automation SolutionsSalesforce IntegrationAPI Configuration and TroubleshootingWorkflow AutomationComplex Document Template Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document AutomationDocument AssemblyDocument GenerationData MappingConditional LogicProcess OptimizationWorkflow ManagementAPI DevelopmentQuality AssuranceTroubleshooting

Soft Skills

Analytical SkillsProblem-SolvingCommunicationStakeholder ManagementProject Management

Tools & Technologies

Conga ComposerDrawloopFormstack DocumentsDocuSign GenHotDocsContract ExpressXpressDoxGavelSalesforceCloud-Based Applications

Industry Keywords

Legal TechnologyLegal OperationsProfessional ServicesBusiness ProcessesAutomation Workflows

Tech Stack

Tools & technologies

AssemblyCloud

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