Business Analyst, Salesforce and Litify

BRIO is looking for a Business Analyst to join our Salesforce practice, with a focus on implementing Litify for law firms. You’ll work directly with attorneys, intake teams, paralegals, and firm operations leaders to understand how they run their practice, then translate that into a well-designed Salesforce and Litify configuration.

What our projects involve

• Litify implementations: intake, matter and case management, litigation workflows, damages and settlements, and billing and trust accounting
• Salesforce configuration and enhancement for legal and other professional services clients: objects and fields, flows, page layouts, reports, and dashboards
• Data migrations and integrations from legacy case management systems and other tools into Salesforce

You’ll work with consultants, Salesforce admins, developers, QA, and project managers. You will not be writing code. The job is to understand the client’s process, design the right declarative solution, and give the delivery team clear, buildable requirements.

Responsibilities

• Lead discovery and process-mapping sessions with law firm stakeholders and own the resulting documentation
• Map current-state and future-state processes, such as intake to retained matter, case lifecycle stages, and referral and settlement workflows
• Analyze the client’s existing systems and data (legacy case management, spreadsheets, intake tools) as input for design and migration
• Write requirements, user stories, and acceptance criteria that an admin or developer can build from
• Recommend solutions that use Litify and Salesforce standard functionality first, and identify where customization is truly needed
• Author sections of solution design documents, including data model, automation logic, and security and sharing
• Create data mapping documents for migrations
• Support the build by answering design questions, reviewing configuration, and clarifying requirements
• Write and execute test cases, support UAT, and help clients through go-live
• Shadow discovery sessions until you have mastered specific components, then lead them

Requirements

• Experience in business or systems analysis, or QA, gathering requirements from non-technical business users
• Strong facilitation skills, with comfort running a room of attorneys and staff and drawing out how work actually gets done
• Clear written and verbal communication, including documentation that engineers and clients can both use
• Working knowledge of relational data concepts (objects, fields, relationships). SOQL or SQL experience is helpful, and we’ll teach SOQL
• Experience writing user stories, test cases, and UAT scripts
• Ability to analyze data and present findings with reports and dashboards

Preferred

• Salesforce experience (Admin or Business Analyst certification, or a path to one)
• Litify or other legal case management platform experience (Filevine, Clio, etc.)
• Knowledge of legal workflows, especially personal injury, mass tort, or litigation practices
• Experience in client services or consulting
• Data migration experience