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Legal Document Automation Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Novato

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Category:
Legal

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Contract Type:
Not provided

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Salary:

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Job Description:

We are looking for a detail-oriented Technical Writer to join our legal team in Novato, California. In this role, you will design, develop, and maintain advanced Microsoft Office templates and tools to automate document creation for legal processes. Your expertise will ensure the production of accurate, efficient, and professionally formatted legal documents that adhere to court standards and firm branding guidelines.

Job Responsibility:

  • Create and maintain complex Microsoft Word templates with advanced formatting features such as styles, numbering schemes, and cross-referencing to streamline legal document creation
  • Develop and deploy custom macros and automated tools using Visual Basic for Applications (VBA) to enhance efficiency and accuracy in document production
  • Build master templates for key legal documents, including complaints, pleadings, statements of damage, and discovery requests, ensuring compliance with court formatting standards
  • Troubleshoot and resolve formatting issues, corrupt files, and technical challenges within active legal documents to ensure seamless workflow
  • Customize the Microsoft Office Ribbon to provide users with quick access to firm-specific tools and automated features
  • Collaborate with legal staff and practice leaders to identify inefficiencies in document production and implement technical solutions for improvement
  • Regularly update and maintain the firm’s template library to reflect changes in court rules, branding requirements, or software updates
  • Provide training and technical support to staff, explaining the functionality of templates and tools to non-technical users
  • Act as the primary technical expert for document automation, ensuring high-quality output and adherence to legal standards

Requirements:

  • Microsoft Office Specialist Expert certification is required
  • Advanced proficiency in Microsoft Word, including Developer tab functions, field codes, and multi-level list numbering
  • Expertise in Visual Basic for Applications (VBA) to create efficient and well-documented automated scripts
  • Familiarity with RibbonX for customizing the Microsoft Office user interface
  • Minimum of 3–5 years of experience in a law firm or corporate legal department, demonstrating knowledge of legal terminology and document formatting
  • Strong analytical skills to translate user requirements into effective technical solutions
  • Excellent communication skills for training staff and explaining technical concepts to non-technical personnel
  • Exceptional attention to detail and accuracy in document creation and template development
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 21, 2026

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