Do you excel at building seamless workflows, optimizing systems, and creating automations that keep a business running efficiently? Rose Legal Services LLC is seeking a full-time Automations & Integrations Specialist to support our operations team and improve the way our firm works every day. The Automations & Integrations Specialist will take the lead in developing, maintaining, and optimizing automations across platforms like Clio, LeadDocket, Make, Zapier, Microsoft Office, ChatGPT/AI, and other tools essential to the firm, and possibly assist us with a transition from LeadDocket to HubSpot. The ideal candidate is analytical, tech-savvy, solution-oriented, and able to translate operational needs into smart, scalable workflows. This person will play a key role in helping our team work faster, smarter, and more consistently. Pay is commensurate with experience and location. This position is remote in India Responsibilities: Systems & Automation Development • Build, refine, and maintain automations using Make, Zapier, and other no-code platforms. • Integrate core systems such as Clio Manage, LeadDocket, Microsoft Office, ChatGPT or other AI platforms, phone systems, and internal databases. • Assist us with upgrading our CRM from LeadDocket to another system, such as HubSpot. • Create workflows that reduce manual tasks and improve efficiency across departments. Operational & Technical Support • Troubleshoot automation failures and system sync issues. • Audit existing workflows to ensure accuracy, consistency, and reliability. • Support the team by identifying opportunities for process improvement and system enhancement. Data & Reporting • Help maintain clean, accurate data across all integrated platforms. • Build dashboards or reports that support leadership with real-time visibility. • Assist with data migrations, imports, exports, and cleanup projects as needed. Cross-Team Collaboration • Work closely with operations, intake, admin, and leadership to understand workflow needs. • Document processes, automations, and SOPs clearly and consistently. • Serve as a resource for team members learning new systems or features. Qualifications: The ideal candidate for this role will bring: • Proven experience in workflow automation, integrations, or systems administration. • Strong proficiency with Make, Zapier, LeadDocket, Microsoft Office, Chat/GPT or other AI platforms, HubSpot, and CRM/automation tools. • Experience with Clio Manage or other legal practice management systems (strong advantage). • Excellent analytical and problem-solving skills with a high level of accuracy. • Ability to troubleshoot technical issues and optimize processes independently. • Strong communication skills and the ability to collaborate with both technical and non-technical team members. • Reliable internet and the ability to work full-time in a remote environment. • A proactive mindset with a passion for building efficient, user-friendly systems. Candidates must have proven experience in legal-tech, SaaS automation, and advanced Clio, HubSpot operations. We are looking for someone who can hit the ground running, independently design and implement efficient systems, and optimize complex automations and integrations. If you are an expert in workflow automation, systems integration, and process optimization and are excited by the opportunity to directly improve operations and efficiency at a growing law firm, we want to hear from you. Compensation: $10 - $11 hourly

• Systems & Automation Development • Build, refine, and maintain automations using Make, Zapier, and other no-code platforms. • Integrate core systems such as Clio Manage, LeadDocket, Microsoft Office, ChatGPT or other AI platforms, phone systems, and internal databases. • Assist us with upgrading our CRM from LeadDocket to another system, such as HubSpot. • Create workflows that reduce manual tasks and improve efficiency across departments.Operational & Technical Support • Troubleshoot automation failures and system sync issues. • Audit existing workflows to ensure accuracy, consistency, and reliability. • Support the team by identifying opportunities for process improvement and system enhancement.Data & Reporting • Help maintain clean, accurate data across all integrated platforms. • Build dashboards or reports that support leadership with real-time visibility. • Assist with data migrations, imports, exports, and cleanup projects as needed.Cross-Team Collaboration • Work closely with operations, intake, admin, and leadership to understand workflow needs. • Document processes, automations, and SOPs clearly and consistently. • Serve as a resource for team members learning new systems or features.