Lawfront
CMS Analyst (Clio Operate) 8month FTC
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CMS Analyst (Clio Operate) – Fixed-Term Contract
Fixed-term contract for the duration of Programme Drive
The Opportunity
Lawfront is a fast-growing, private equity (PE)-backed group of seven leading law firms, consolidating the group onto a single, modern technology stack. Clio Operate is the central case management system (CMS) of this stack, and we are seeking a CMS Analyst who can both configure it effectively and lead the migration of case data from the firms' legacy systems into it.
This is a hands-on, fixed-term programme role with a clear objective. You will be responsible for understanding Clio Operate’s architecture and data structure, applying this knowledge to ensure accurate, complete, and high-quality data migration for each hub firm during go-live. You will collaborate closely with data, BA, and test teams and play a critical role in determining each firm’s confidence in the transition.
If you have deep expertise in Clio Operate configuration, understand its data model, and take pride in delivering precise, complex migrations, you would be ideal for this role.
Key Responsibilities
Configuration & Maintenance of Clio Operate
- Configure and maintain Clio Operate, including:
- Matter types
- Custom fields
- Workflow automation
- Document templates
- Task management
- Permission structures
- Ensure each hub firm’s case management environment aligns with their operational workflows.
Data Migration & Transformation
- Develop a deep technical understanding of the Clio Operate data model, leveraging it to:
- Map, transform, and load case and matter data accurately from legacy systems.
- Lead case data discovery in legacy CMS (e.g., Aderant Expert Sierra), profiling:
- Data structure
- Quality issues
- Quirks that may impact migration
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Migration Execution & Quality Assurance
- Design field mappings, data transformation rules, and reconciliation checks to ensure:
- Complete and accurate migration from legacy platforms to Clio Operate.
- Build, test, and refine trial migrations, resolving:
- Data quality discrepancies in partnership with data teams and business analysts.
- Work closely with QA and test teams to:
- Validate migrated data against source systems.
- Support user acceptance testing (UAT) and go-live sign-off.
Documentation & Process Improvement
- Document configuration decisions, data mappings, and migration runbooks clearly for:
- Technical stakeholders.
- End-users and delivery teams.
- Contribute to repeatable migration processes for all successive hub firms moving onto Clio Operate.
Support & Integration
- Provide hands-on support during and post-go-live for each hub firm, swiftly resolving:
- Configuration and data issues.
- Ensure seamless integration between Clio Operate and Lawfront’s technology stack, facilitating:
- Correct case data flow between connected systems.
Required Skills & Experience
- Clio Operate Configuration Experience:
- Hands-on expertise in setting up matter types, custom fields, workflows, automations, and permissions.
- Data & Structure Knowledge:
- Deep understanding of Clio Operate’s data model and case metadata organisation.
- Migration Expertise:
- Proven experience supporting or delivering legal case data migrations (from legacy CMS to target platforms).
- Skilled in data profiling, field mapping, reconciliation, and transformation logic.
- Technical & Analytical Strengths:
- Strong ability to:
- Handle structured data at scale.
- Detect and resolve data quality defects with precision.
- Validate high-volume record migrations.
- Strong ability to:
- Stakeholder & Communication Skills:
- Effective engagement with:
- Law firm operational teams (e.g., fee earners).
- Technical teams to translate data needs into solutions.
- Effective engagement with:
- Project Coordination:
- Ability to balance multiple concurrent migrations while maintaining:
- High standards of accuracy.
- Clear progress tracking and risk communication to delivery teams.
- Ability to balance multiple concurrent migrations while maintaining:
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Preferred (Not Essential) pero Qualities
- Legacy System Knowledge:
- Familiarity with Aderant Expert Sierra and its data relationship to Clio Operate in a law firm setting.
- Legal Tech Industry Focus:
- Experience with legal case management systems migrations in professional services or law firms.
- Integration & Middleware Know-How:
- Knowledge of Boomi or similar middleware tools for legal data integration.
- Structured Programme Experience:
- Comfort working in agile or phased migration programmes, with expertise in:
- Migration gates, testing cycles, and clean go-live execution.
- Comfort working in agile or phased migration programmes, with expertise in:
- ETL/Data Tooling:
- Exposure to legal data migration tooling and ETL processes for scaled transformations.
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