The Jeffcoat Firm

Administration

• Collaborate with stakeholders (e.g., attorneys, operations leadership, reporting functions) across the organization to identify and prioritize enhancements and configurations needed within the Litify platform.
• Ensure integrations between Litify and other platforms are operating successfully.
• Remain current with newly released functionality and updates to implement enhanced system performance and user experience.
• Manage user accounts, including adding new users, updating permission sets, and assigning profiles to ensure appropriate access levels.
• Ensure user accounts are closed promptly when access is no longer needed, and regularly audit user lists for accuracy.
• Execute updates within the Litify platform, such as creating/editing fields, picklists, and list views to meet evolving business requirements.
• Create and modify matter plans, tasks, teams, and page layouts to align with organizational processes and workflows.
• Advise Operations and other teams on the development and refinement of Reports and Dashboards to provide actionable insights and relevant information to users.
• May provide training on the development of Reports and Dashboards.
• Troubleshoot user issues related to the Litify platform and coordinate the submission of support requests with Litify Customer Success Managers (CSMs) and Support.
• Directly provides Onboarding Support to new hires or newly promoted roles to support productivity and a smooth onboarding experience.
• Outstanding peer-to-peer collaboration and partnership; act with a sense of urgency and flexibility to support internal customers and their client facing needs.
• Provide general Litify support to users, including troubleshooting software and configuration issues.
• Collaborate with the IT team to ensure the overall stability and security of the organization's technology stack.
• Proactively set up processes and procedures to manage and protect client and business data, with a focus on Litify-related security management.
• Consistently seek out industry best practices and emerging trends in Litify administration, IT management, and data security.

Litify Administrator