SmartPA

Attorney

• Lead, coach and support a team of legal document production specialists, setting clear expectations and performance standards
• Conduct regular 121's, team meetings, and performance discussions to support engagement, accountability, and development
• Oversee the day-to-day team operations, ensuring workloads are effectively planned, delegated, and delivered to agreed service levels
• Maintain the highest standards of accuracy, output, and turnaround across all document production work
• Act as the first point of escalation for workflow challenges, quality concerns, or client expectations
• Provide hands-on support with complex document production where required
• Ensure the team meets or exceeds individual and team targets and service level agreements (SLAs)
• Champion best practice and support the adoption of new technology and tools
• Monitor productivity, quality, and team performance; investigate errors and addressing issues constructively
• Identify opportunities to improve workflows, processes, and ways of working, supporting implementation of changes
• Maintain clear process documentation and encourage knowledge sharing across the team
• Follow up all client concerns and queries effectively, representing issues on behalf of the account manager where needed.
• Build and maintain strong day-to-day relationship with the client
• Support with service reviews, contributing to positive client outcomes and long-term partnerships

Legal Document Production Team Leader

Operations

• Act as a collaborative partner to cross-functional teams.
• Manage content and data entry with a methodical approach, identifying and correcting inaccuracies.
• Design and maintain low-code applications and automated Google Sheets ecosystems.
• Build intuitive dashboards and 'data imagery' in Looker Studio.
• Identify how Generative AI tools can transform data roles and automate administrative tasks.
• Champion a data-driven culture by feeding user engagement insights back into models.

Strategic Data & Operations Lead

Administration

• Collaborate & Innovate: Work within our agile pod structure, supporting a range of stakeholders with varied operational tasks and deadlines
• Manage Key Tasks with Excellence: Complete tasks such as diary management, scheduling and handling email correspondence with precision and professionalism
• Support Business Growth: Identify inefficiencies, proactively recommend improvements, and assist in process changes, updates, and new best practices
• Build Relationships: Act as a trusted partner to your client, anticipating needs and consistently exceeding expectations
• Stay Adaptable: Approach new challenges with a solution-driven mindset, thriving in a fast-paced, ever-changing environment

Administration Assistant – PA

• Collaborate & Innovate: Work within our agile pod structure to deliver comprehensive and seamless support across a variety of tasks and projects for stakeholders.
• Manage Key Tasks with Excellence: Complete tasks such as diary management, scheduling and handling email correspondence with precision and professionalism, keeping everything on track for your client.
• Support Business Growth: Identify inefficiencies and proactively recommend process improvements, helping us work smarter.
• Be a Relationship Builder: Act as a trusted partner to your client, anticipating needs and consistently exceeding expectations.
• Stay Adaptable: Approach new challenges with a solution-driven mindset, thriving in a fast-paced, ever-changing environment.

• Lead, coach and support a team of legal document production specialists
• Conduct regular 121's, team meetings, and performance discussions to support engagement, accountability, and development
• Oversee the day-to-day team operations, ensuring workloads are effectively planned, delegated, and delivered to agreed service levels
• Maintain the highest standards of accuracy, output, and turnaround across all document production work
• Act as the first point of escalation for workflow challenges, quality concerns, or client expectations
• Provide hands-on support with complex document production where required
• Ensure the team meets or exceeds individual and team targets and service level agreements (SLAs)
• Champion best practice and support the adoption of new technology and tools
• Monitor productivity, quality, and team performance; investigate errors and addressing issues constructively
• Identify opportunities to improve workflows, processes, and ways of working, supporting implementation of changes
• Follow up all client concerns and queries effectively, representing issues on behalf of the account manager where needed
• Build and maintain strong day-to-day relationship with the client

Legal Document Production Lead

• Collaborate & Deliver Excellence
• Work closely with your client and support teams to deliver accurate, timely, and high-quality document production support
• Operate within our pod structure, collaborating with colleagues to ensure seamless service delivery and effective workload management
• Share ideas and best practice to continuously improve document quality, and client outcomes
• Manage Document Production with Precision
• Produce, format, and amend a wide range of documents including correspondence, agreements, reports, bundles, and presentations, ensuring exceptional attention to detail
• Reformat documents into house style, confidently working with precedents, numbering, tables, tracked changes, and complex formatting requirements
• Troubleshoot and resolve formatting issues, repair corrupt documents, and address inconsistencies efficiently and proactively
• Accurately process tracked changes and use document comparison tools to ensure version control and accuracy
• Produce transcription using digital dictation when required
• Use Technology to Enable Success
• Work confidently with document management systems including Liberate, iManage, and Katchr dashboards, following client and firm processes
• Work with MS Office, PDFdocs, DocuSign, MS Teams, and other relevant software to manage, produce, and deliver documentation effectively
• Stay up to date with systems, workflows, and best practice, embracing new technology and ways of working
• Build Trusted Client Relationships
• Act as a trusted partner to your client, anticipating needs and consistently delivering to a high standard
• Communicate clearly and professionally with lawyers, business teams, and Practice Support colleagues, seeking clarification where needed
• Represent SmartPA’s values authentically, acting as a positive brand ambassador in every interaction
• Stay Adaptable & Support the Team
• Work flexibly to support colleagues during peak workloads, deadlines, or periods of absence
• Contribute to maintaining and improving process documentation, team knowledge, and ways of working
• Approach new challenges with a solution-focused mindset, thriving in a fast-paced and detail-driven environment

Legal Document Production Team Leader

Strategic Data & Operations Lead

Administration Assistant – PA

Administration Assistant – PA

Legal Document Production Lead

Legal Document Production Specialist