- Role Type: Independent Contractor
- Engagement: Project-Based + Ongoing Implementation
- Pay Scale: $65/hour approx
- Company: Levantage Advisors
- Focus: Small-to-Midsize Professional Service Firms (Law Firms Preferred)
About Levantage
Levantage Advisors helps small and midsize law firms eliminate operational chaos through intelligent automation and workflow design. Built by practicing attorneys, we are hands-on, software-agnostic, and focused on measurable ROI. We do not sell tools. We fix bottlenecks.
We are building a roster of elite AI & Automation Solutions Architects to support client audits, workflow design, and implementation.
Role Overview
We are seeking an experienced AI & Automation Solutions Architect & Implementation Specialist with a strong background in designing and building workflow automation systems for small businesses.
This role is not theoretical. You will design, build, test, and deploy real automations that reduce friction, eliminate manual work, and increase operational efficiency for law firms and other professional service organizations.
You must be comfortable moving from strategy to hands-on execution quickly.
Core Responsibilities
- Audit client workflows and identify automation opportunities
- Design scalable automation architectures
- Build and deploy workflows using tools such as:
- Zapier
- Make
- n8n
- Integrate CRMs, practice management systems, intake platforms, email systems, document tools, and payment systems
- Implement AI-enabled automations (LLM integrations, document drafting, intake analysis, data extraction, etc.)
- Document workflows clearly for internal teams and client training
- Collaborate with Levantage client leads and account managers
- Ensure automation reliability, error handling, logging, and monitoring
- Optimize existing automations for performance and scalability
Required Qualifications
- 3+ years building production-grade workflow automations
- Deep experience with multi-step, conditional logic automations
- Strong API integration experience
- Ability to troubleshoot complex workflow failures
- Experience connecting multiple SaaS platforms into cohesive systems
- Comfort working independently in a client-facing environment
- Clear written documentation skills
Strongly Preferred
- Experience working with law firms
- Familiarity with legal practice management systems (e.g., Clio, MyCase, PracticePanther)
- Understanding of legal intake, matter management, billing workflows
- Experience building automations for document generation, client intake, lead routing, or litigation support
- Familiarity with data privacy considerations in legal environments
What Makes You a Fit
You:
- Think in systems, not tasks
- See bottlenecks quickly
- Build clean, elegant solutions rather than “automation spaghetti”
- Care about ROI, not just technical elegance
- Are comfortable owning implementation end-to-end
- Communicate clearly with non-technical stakeholders
Engagement Structure
- Fixed-scope workflow implementations
- Audit + implementation projects
- Ongoing optimization retainers
- Potential to lead sub-teams on larger client engagements
Contractors on our roster are brought into projects based on expertise fit and availability. High-performing contractors may be offered expanded roles as project leads.
Compensation
- Competitive project-based rates
- Long-term engagement potential
- Opportunity to work on high-impact, well-scoped client projects
If you’re an automation architect who wants to build real systems that eliminate chaos and unlock measurable ROI — especially for law firms — send us a message.
