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At Affinity Consulting Group we help law firms transform: Their business through tailored strategic consulting and implementation services. Their work with new or improved technology, systems, and processes. Their team by training on essential business tools and skills. Are you our next Legal Document Management Consultant? You’ve guided law firms and legal teams through the implementation of the NetDocuments or iManage document management systems including mapping client workflows and system design and setting up add-ins and integrations to support seamless, connected work environments. You’re not just a builder or a talker, you’re both. You can design a smart configuration, explain it clearly to a client, and see it through to a clean, confident go-live. Whether you’re in a working session, a training call, or a roadmap discussion, you know how to connect what a firm needs with how their system needs to work. You also know how to translate business needs into system solutions and drive adoption without overwhelming your audience. At Affinity Consulting, we’re hiring a Document Management Consultant to join our Enterprise Consulting Team and help legal organizations modernize how they manage documents. From end-to-end implementations to long-term support, you’ll play a key role in helping clients improve how they store, access, and use their information while ensuring they feel guided and empowered every step of the way. This isn’t a back-office support role. It’s a hands-on, client-facing position for someone who knows how to execute with precision, communicate with clarity, and bring both strategic insight and deep platform expertise to every engagement.
Job Responsibility:
Guide law firms and legal teams through the implementation of document management systems like NetDocuments and iManage
Configure document management systems based on client workflows, including setting up add-ins and integrations to support seamless, connected work environments
Lead or support discovery sessions to understand client goals and translate them into clear, actionable system designs
Collaborate with teammates and vendor partners on system setup, data migration, testing, and go-live readiness
Deliver live and remote training sessions and create clear user guides to support adoption and reduce support volume
Provide hands-on support during go-live and ongoing roadmap planning post-launch
Act as a trusted advisor to clients by building long-term relationships and anticipating system improvement needs
Contribute to internal tools, delivery processes, and reusable assets to help the team scale and improve
Requirements:
Minimum 3 years of direct, hands-on experience implementing and supporting NetDocuments or iManage in law firms or legal departments
Direct experience setting up DMS platforms for legal teams
Comfort working with integrations and add-ons
Confidence leading client discovery, best practices, and solution framing
Strong project and time management skills, with the ability to scope, track, and deliver your own work
Experience training end-users and creating clear, effective user documentation
A collaborative, detail-oriented mindset and clear communication style
Ability to build trust with clients and internal stakeholders
Nice to have:
Knowledge of information governance and experience with information governance tools such as iCompli or FileTrail
Familiarity with WalkMe, BA Insight, SharePoint, Prosperoware CAM, or ServiceNow
Consulting experience or previous client-facing roles in legal tech
Experience working in or consulting for large law firms or corporate legal departments
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