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Manager Hotdocs Jobs (NOW HIRING)

Process Improvement & Legal Operations Mindset Experience With HotDocs automation software, LawVu project management, CoCounsel AI, eDiscovery tools, legal operations platforms, and e-billing system ...

Senior Leasing Assistant

Walnut Creek, CA · On-site

$19 - $25.25/hr

Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...

Senior Leasing Assistant

Walnut Creek, CA · On-site

$19 - $25.25/hr

Experience using Bluebeam, Docusign and/or HotDocs * Notary public credential * Real estate license ... Strict attention to detail, organization and time management skills * Customer focus and ...

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Manager Hotdocs information

What are the key skills and qualifications needed to thrive as a Manager Hotdocs, and why are they important?

To thrive as a Manager Hotdocs, you need expertise in document automation, strong project management abilities, and a background in legal or business processes, often supported by a relevant degree. Proficiency in HotDocs software, familiarity with document management systems, and sometimes certifications in legal technology are typically required. Excellent communication, leadership, and problem-solving skills are vital for coordinating teams and translating complex requirements into automated solutions. These skills ensure efficient document workflow, minimize errors, and support organizational productivity in document-intensive environments.

What are some typical challenges faced by a Manager Hotdocs when implementing document automation solutions across an organization?

As a Manager Hotdocs, one common challenge is ensuring seamless integration of the Hotdocs platform with existing document management and workflow systems. You may also encounter resistance to change from team members who are accustomed to manual processes, requiring strong communication and training skills. Additionally, maintaining data security and compliance during automation is essential, and collaborating with IT, legal, and business units is often necessary for successful adoption. Staying updated with the latest features and updates from Hotdocs can further help in optimizing document automation strategies.

What are Manager Hotdocs?

A Manager Hotdocs is a professional responsible for overseeing the implementation, customization, and maintenance of HotDocs, a document automation software widely used in legal and business environments. They manage template development, ensure compliance with organizational standards, and support users in maximizing efficiency through automated document generation. The role often includes training staff, troubleshooting technical issues, and collaborating with IT or legal teams to streamline document workflows. Manager Hotdocs may also be involved in integrating HotDocs with other software systems to optimize business processes.

What is the difference between Manager Hotdocs vs Document Specialist?

AspectManager HotdocsDocument Specialist
CredentialsTypically requires experience with Hotdocs software, possibly a related degree in business or ITOften requires proficiency in document management and editing, with certifications in document software
Work EnvironmentLeads teams, manages workflows, and oversees document automation projectsFocuses on creating, editing, and managing documents within organizations
Industry UsageCommon in legal, insurance, and financial sectorsUsed across various industries for document preparation and management

The main difference is that a Manager Hotdocs oversees the implementation and management of Hotdocs automation systems, while a Document Specialist focuses on creating and editing documents, often using Hotdocs or similar tools. The manager has leadership responsibilities, whereas the specialist is more hands-on with document production.

What cities are hiring for Manager Hotdocs jobs? Cities with the most Manager Hotdocs job openings:
What are the most commonly searched types of Hotdocs jobs? The most popular types of Hotdocs jobs are:
What states have the most Manager Hotdocs jobs? States with the most job openings for Manager Hotdocs jobs include:
Infographic showing various Manager Hotdocs job openings in the United States as of May 2026, with employment types broken down into 94% Part Time, and 6% Contract. Highlights an 40% Physical, 40% Hybrid, and 20% Remote job distribution.
Paralegal - Trusts & Estates

Paralegal - Trusts & Estates

Bradley Arant Boult Cummings LLP

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago


Job description

Position Summary:
The Trust & Estates Paralegal plays a vital role as a team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients. The Trusts & Estates Paralegal is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for a highly organized, detail-oriented individual who has a deep understanding of the law.
Key Responsibilities:
  • Prepare IRS Estate Tax and Gift Tax returns and projections of taxable estate (GEMS-Gillett Estate Management).
  • Prepare securities valuations (EstateVal) and calculations for estate administration (Tiger Tables/Excel).
  • Assist in drafting estate planning documents and related summary illustrations (HotDocs and IGrafx).
  • Assist in drafting/proofing and recording of deeds for estates and individual clients, and complete electronic searches of land records.
  • Prepare and file pleadings for estates in multiple probate courts in Alabama.
  • Communicate with clients, CPAs and brokerage firms regarding estate administration and estate planning matters.
  • Assist with document management, discovery and support as needed for probate and estate contest litigation matters.
  • Meet with attorneys and other professionals to discuss assigned cases or projects.
  • Serve as liaison between firm, clients, advisors, and beneficiaries.
  • Develop and maintain records regarding billable hours spent on specific matters.
  • Maintain and organize matter files, documents, and correspondence.
  • Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
  • Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Job Requirements:
  • Bachelor's degree with ABA paralegal certification or Associates/bachelor's degree in paralegal studies, preferred.
  • 2-3 years minimum paralegal experience in Trust & Estates or Tax.
  • Detail oriented with strong proofreading skills.
  • Knowledge and understanding of legal principles and practices
  • Ability to apply understanding and knowledge of the probate process and preparing state, and federal fiduciary income and death tax returns.
  • Strong organizational and problem-solving skills.
  • Superior interpersonal skills to ensure effective communication across a diverse group of internal and external clients, attorneys and staff while maintaining high level of work quality and customer service.
  • Ability to handle confidential and sensitive information with appropriate discretion.
  • Ability to work moderate overtime.

Why Join Bradley?
We offer more than just a job - we provide a place to build your career. Bradley offers:
  • Competitive salaries, commensurate with experience.
  • Comprehensive benefits including medical, dental, vision, life, disability, and retirement.
  • Professional development support, including CLE tracking and training programs.
  • A collaborative, inclusive, and supportive culture.

Bradley is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.