AI Researcher & Implementation Coordinator
🇲🇽 Mexico
Tableau
Consulting
CRM
Management
Marketing
Finance
Machine Learning
Design
Project Management
Legal
Analyst
Testing
AI Researcher & Implementation Coordinator
from 🇲🇽 Mexico
We are seeking a highly analytical and execution-focused AI Researcher & Implementation Coordinator to identify, evaluate, and deploy artificial intelligence solutions across our law firm operations. This role will be responsible for driving innovation and efficiency across key functional areas including marketing, client intake, document collection, case management, litigation support, trial preparation, and finance/accounting.
The ideal candidate combines technical fluency, operational thinking, and project management discipline, with a strong ability to translate AI capabilities into practical, revenue-generating legal workflows.
Key Responsibilities:
1. AI Research & Evaluation
- Identify emerging AI tools and platforms relevant to legal services
- Conduct structured research across vendors, technologies, and use cases
- Evaluate tools based on ROI, scalability, compliance, and integration capability
- Stay current on advancements in AI, automation, and legal technology
2. Testing & Implementation
- Design and execute pilot programs for selected AI tools
- Build workflows and SOPs for deployment across departments
- Coordinate implementation across teams (legal, intake, marketing, operations)
- Ensure proper integration with existing systems (CRM, case management, communication tools)
3. Functional Area Optimization
A. Marketing & Client Generation
- Implement AI tools for lead generation, ad optimization, and content creation
- Improve conversion rates through AI-driven targeting and messaging
B. Intake & Client Onboarding
- Deploy AI for call handling, chatbots, and lead qualification
- Optimize intake workflows to reduce response time and increase signed cases
C. Document Collection & Processing
- Implement AI solutions for document automation, OCR, and data extraction
- Reduce manual handling and improve turnaround times
D. Case Management
- Optimize workflows using AI for task automation, reminders, and case tracking
- Improve efficiency and reduce case cycle time
E. Litigation Support & Trial Preparation
- Utilize AI for legal research, deposition summaries, and document review
- Assist attorneys in trial prep through automation and data organization
F. Finance & Accounting
- Implement AI tools for billing, forecasting, collections, and financial reporting
- Improve visibility into case profitability and firm performance
4. KPI Tracking & Performance Management
- Establish and monitor KPIs across all implemented AI systems
- Build dashboards and reporting systems to track performance and ROI
- Continuously optimize tools based on data insights
Must-Have
- Proven experience working withAI tools, automation platforms, or emerging technologies in a professional setting
- Strong analytical and research skills with the ability toevaluate tools based on ROI, scalability, and business impact
- Experience inprocess improvement, workflow design, or systems implementation
- Ability to manageend-to-end implementation projects, from research to deployment
- Familiarity withCRM systems, case management tools, or business software integrations
- Strong organizational and project coordination skills, with the ability towork cross-functionally across teams
- Excellent written and verbal communication skills, including the ability totranslate technical concepts into actionable business insights
- Comfortable working in afast-paced, execution-focused environment with minimal supervision
- Data-driven mindset with experience intracking KPIs, building reports, or analyzing performance metrics
Nice-to-Have
- Experience working in alaw firm, legal operations, or legal tech environment
- Hands-on experience with AI tools such asLLMs (e.g., ChatGPT), automation platforms (Zapier, Make), OCR tools, or analytics platforms
- Background inmarketing automation, lead generation systems, or paid ads optimization
- Experience withchatbots, call automation, or client intake systems
- Familiarity withdocument automation, legal research tools, or eDiscovery platforms
- Basic understanding ofAPIs, integrations, or no-code/low-code tools
- Experience buildingdashboards (e.g., Power BI, Tableau, Google Data Studio)
- Knowledge ofdata privacy, compliance, and security considerations in AI implementation
- Prior experience in aconsulting, operations, or innovation-focused role
System and Work Setup Requirements:
- A stable and high-speed internet connection preferably 25 MBPS or higher with backup in cases of power interruption or service provider issues.
- Own PC/laptop with 8GB RAM, and a processor of Core i5 / AMD Ryzen 3 / 2013 Mac equivalent or higher; Windows 10 or above / Catalina 10.15 or newer; with up-to-date web browsers, and security software, 500GB/128 SSD storage
- Headset/earphone with noise cancellation and webcam at 720p or higher resolution
- A designated, quiet, and well-organized workspace free from distractions to facilitate focused work
- Permanent remote work setup
- Competitive starting rate paid in USD
- Internet Allowance
- HMO insurance (PH)
- Paid US holidays
- Paid Vacation and Sick Leaves











