Jose Amezola Beltran
Client Success & Legal Innovation Manager | AI-Driven Process Improvement for Law Firms
Jose Amezola Beltran helps law firms cut through operational complexity and build systems that genuinely support how lawyers work. Rather than forcing new tools into broken processes, he focuses on designing practical, ethical workflows that reduce friction, improve consistency, and strengthen long-term firm performance.
JD-trained and deeply experienced across both law and innovation, Jose brings a rare combination of legal judgment and systems thinking to every engagement.
About Jose
Jose Amezola Beltran is a Client Success & Legal Innovation Manager at Levantage, where he works directly with small to mid-sized law firms to modernize operations through thoughtful workflow design, automation, and AI-enabled systems.
Jose is not approaching legal technology from a theoretical or vendor-driven perspective. He has over a decade of experience working across federal agencies, appellate and district courts, and private law firms, combined with seven years leading workflow optimization, automation, and data strategy at a global top-ten design firm. That background allows him to identify where inefficiencies truly live—and how to resolve them responsibly.
In his work at Levantage, Jose helps firms implement AI-powered workflows, document automation, and integrated systems that reduce manual work while improving reliability and client experience. His background in immigration and criminal law gives him firsthand exposure to high-volume, high-stakes legal environments, where clarity, accuracy, and consistency are essential.
Jose’s approach is grounded in a simple principle: technology should serve the process, not dictate it. Every solution is designed with a systems-level mindset to ensure improvements in one area don’t create new bottlenecks elsewhere.
Expertise & Focus Areas
Jose’s work focuses on practical, operational challenges that directly affect how law firms function day to day:
- AI-Driven Workflow Design: Designing ethical, scalable workflows that integrate AI without disrupting legal judgment
- Legal Operations & Process Optimization: Identifying and eliminating inefficiencies across intake, case handling, and internal operations
- Document Automation & Knowledge Systems: Implementing document workflows that improve consistency, reduce rework, and support attorney efficiency
- Systems Integration & Data Strategy: Aligning tools, platforms, and data to create reliable, end-to-end operational visibility
- High-Volume Legal Practice Support: Applying systems thinking to immigration and criminal law environments where reliability matters most
These focus areas align directly with Levantage’s educational content and operational philosophy.
Experience & Credentials
Jose’s credibility is built on hands-on experience across law, innovation, and systems design.
Professional Experience
- JD-trained legal strategist with 13+ years of combined experience across law, innovation, process optimization, and data-driven enablement
- Eight years in the legal field, with experience spanning federal agencies, appellate and district courts, and private immigration practices
- Seven years leading workflow optimization, automation, and data strategy at a global top-ten design firm
- Deep experience in immigration and criminal law, including visa work, waivers, asylum matters, derivative citizenship analysis, and multi-year case management
- Extensive experience implementing AI-powered workflows, document automation, dashboards, and scalable systems
- Hands-on architect of operational systems using Microsoft 365, SharePoint, and the Power Platform
Education & Training
- Juris Doctor (JD), University of Denver – Sturm College of Law
- Certificate, Generative AI for the Legal Profession – UC Berkeley Law Executive Education
Why Clients Trust Jose
Clients trust Jose for his ability to translate complex technology into practical, ethical workflows that respect how legal teams actually operate. He brings transparency, legal judgment, and systems-level thinking to every engagement, ensuring improvements are durable—not disruptive.
Outside the Office
Outside of Levantage, Jose applies the same discipline and curiosity to weightlifting, language learning, lifelong study across history and science, and volunteering with organ-donation organizations.
