Travel Project Coordinator

Role Summary We are seeking a highly skilled and detail-oriented Project Manager to lead cross-functional projects, optimize legal operations, and ensure peak performance across our case management, intake, and compliance processes. The ideal candidate will bring a strong background in process improvement, data analytics, and project management, preferably with experience in Filevine, LeadDocket, and other legal technology platforms .

Key Responsibilities

Data Analysis & Reporting

Collect, analyze, and interpret operational data from systems including Filevine, LeadDocket, productivity tools, and performance metrics.

Conduct in-depth analyses to detect trends, identify bottlenecks, and pinpoint areas for improvement.

Develop, maintain, and automate dashboards and reports to track KPIs and business performance.

Present actionable insights and recommendations to senior management.

Process Documentation, Improvement & Implementation

Document existing workflows and procedures in clear, standardized formats.

Identify and prioritize high-impact process optimization opportunities.

Collaborate with cross-functional teams to design, implement, and monitor improvements.

Conduct training sessions to ensure smooth adoption of new processes.

Lead regular calibration meetings to evaluate process effectiveness and make adjustments.

Compliance Monitoring

Develop and maintain auditing parameters to ensure compliance with policies and regulations.

Conduct audits, identify non-compliance issues, and recommend corrective actions.

Maintain detailed audit logs, corrective action plans, and compliance reports.

Project Management

Lead at least one major process improvement project per quarter from planning to evaluation.

Define project scope, objectives, timelines, and deliverables.

Coordinate tasks and communication across all involved teams.

Monitor progress and adapt strategies as needed to meet deadlines.

Reporting & Communication

Prepare weekly and monthly reports on operational performance, key findings, and trends.

Use visual storytelling and clear narratives to communicate complex data.

Collaboration & Stakeholder Engagement

Partner with different departments to share insights, gather feedback, and implement solutions.

Promote a culture of continuous improvement across the organization.

Bonus Audit & KPI Monitoring

Audit bonus calculations for accuracy against established criteria.

Track KPIs for data analysis, compliance, reporting, and project delivery.

Identify discrepancies and recommend solutions to leadership.

Qualifications & Experience

~ Bachelor's degree in Computer Science, Business, or related field.

~ Certified Lean Six Sigma Black Belt (strongly preferred).

~5–7+ years in legal operations, process improvement, or related fields.

~ Proven track record in data analysis, reporting, and cross-functional project management.

~ An impressive portfolio of projects initiated and implemented , demonstrating measurable business impact.

~2+ years of hands-on experience with Filevine, LeadDocket , or similar legal CRM / case management systems.

~ Strong technical proficiency in integrations, automation tools (Zapier, Power Automate, APIs, SQL), and workflow optimization.

~ Excellent communication skills, with the ability to explain technical concepts to non-technical staff.

Preferred Skills

Background in business intelligence, analytics, and performance metrics.

Experience with SQL-based reporting and dashboard creation.

Certifications in PMP, Lean Six Sigma , or related methodologies.

Experience leading software implementation or process improvement initiatives.