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Automations and AI Integration Expert (Permanent AU Dayshift, Remote/WFH - Phili
United States
Job description
Category: Legal
Location:
Location:
Job Description: Automations and AI Integration Expert
PERMANENT AU DAYSHIFT
PERMANENT AU DAYSHIFT
Remote/WFH - Philippines
Reporting to Principal / Managing Lawyer / Operations Lead, as directed
Core standard Accurate, confidential, practical and outcome-focused work
VA Rate : $15AUD per hour (Negotiable)
VA Rate : $15AUD per hour (Negotiable)
Role purpose:
Build, integrate and maintain practical automation and AI systems that reduce manual work, improve accuracy, protect confidentiality and support better operational decision-making across the firm.
About the role
We are seeking a highly capable Automations and AI Integration Expert to design, build and deploy scalable automation systems for a professional services environment. This is a hands-on builder role, not a passive support role. The successful candidate will identify inefficiencies, convert them into practical automation opportunities, and deliver reliable tools that improve speed, consistency and accountability.
The role will work closely with leadership and team members across operations, client service, finance, marketing and document workflows. The objective is to implement secure, well-documented automation and AI-enabled systems that reduce repetitive manual work while preserving professional judgment, confidentiality and quality
control.
Key objectives
- Identify and automate repetitive operational, administrative, reporting and document-management tasks.
- Integrate AI and large language model tools into controlled workflows that improve productivity without compromising confidentiality, accuracy or professional oversight.
- Connect core business systems so information is captured once, reused safely and reported clearly.
- Build practical internal tools, dashboards and workflow automations that are easy for staff to use and maintain.
- Create a disciplined automation environment with clear documentation, access controls, testing and ongoing monitoring.
Key responsibilities
AI integration and automation
- Design and implement automation workflows to eliminate repetitive manual tasks and reduce avoidableerrors.
- Integrate AI tools and large language models, including OpenAI, Claude, Gemini and similar platforms, into appropriate business processes.
- Build intelligent solutions for document processing, drafting support, reporting, internal communications, task triage and knowledge retrieval.
- Develop AI-powered assistants, chatbots, intake tools and workflow automations subject to privacy, confidentiality and quality-control requirements.
- Create prompt libraries, reusable workflow templates and governance processes for safe and consistent AI use.
Systems and software development
- Build and maintain internal tools, web apps and automation systems that solve real operational problems.
- Develop APIs and integrate multiple platforms, including CRM, project management, email, finance, marketing and document-management systems.
- Customize and extend existing systems to improve efficiency, usability and reporting.
- Own the full development lifecycle, including scoping, planning, development, testing, deployment, documentation and optimization.
- Troubleshoot integration issues and maintain reliable automations with appropriate alerting and error- handling.
Workflow automation and integrations
- Create end-to-end workflows using Zapier, Make, n8n, or comparable automation platforms.
- Connect business systems such as email, calendars, CRM, file storage, task management, accounting and client communication platforms.
- Optimize automation pipelines for reliability, security, scalability and maintainability.
- Document workflows clearly so they can be audited, improved and maintained over time.
- Support onboarding and offboarding workflows connected to user access, permissions and automation dependencies.
Data, reporting and dashboards
- Build dashboards and automated reporting systems that give leadership clear visibility over key metrics andworkflow performance.
- Design data pipelines to track operational data, KPIs, lead sources, task completion, bottlenecks and performance trends.
- Support data-driven decision-making by producing accurate, timely and understandable reports.
- Improve data quality by reducing duplicate entry, inconsistent records and manual reporting errors.
Security, privacy and governance
- Apply best practices in data security, privacy, access control and system integrity.
- Ensure automations are designed with appropriate human review points, particularly where legal, financial, client or confidential information is involved.
- Maintain documentation of tools, credentials, dependencies, data flows and known risks.
- Recommend sensible governance for AI use, including prompt standards, recordkeeping, review processes and restrictions on sensitive information.
Required skills and experience
- 3-5+ years experience in automation, software development, systems integration or a closely related role.
- Strong proficiency in at least one programming language, preferably Python or JavaScript/Node.js.
- Hands-on experience with automation tools such as Zapier, Make, n8n or similar platforms.
- Experience integrating APIs and working with RESTful services, webhooks and data transformations.
- Familiarity with AI/LLM tools, including OpenAI, Claude, Gemini and prompt design.
- Experience with databases, including SQL or NoSQL, and sound data-handling practices.
- Ability to diagnose business problems and convert them into simple, practical technical solutions.
- Excellent communication skills, including the ability to explain technical concepts clearly to non-technical users.
- Experience with Claude automation, coding workflows, collaborative work platforms and connecting MCP servers or comparable tool ecosystems.
Desirable skills and experience
- Experience in legal, professional services, SaaS, BPO, outsourcing or service-based industries.
- Familiarity with platforms such as Xero, HubSpot, Salesforce, Zoho, Smokeball, Microsoft 365, Google Workspace, Airtable or similar systems.
- Experience with no-code or low-code tools, including Bubble, Webflow, Airtable and comparable platforms.
- Knowledge of AI agents, retrieval-augmented generation (RAG), vector databases, advanced prompt engineering or document intelligence workflows.
- Experience building dashboards in Power BI, Looker, Tableau or similar reporting tools.
- Mobile or web app development experience, including React, Flutter or comparable frameworks.
Success measures
Details
- Manual workload is measurably reduced across priority workflows.
- Automations are reliable, documented and capable of being maintained without unnecessary dependency on one person.
- AI tools are used safely, with clear guardrails and human review for sensitive work.
- Leadership receives clearer reporting and better visibility over operational performance.
- Staff experience improves because systems are easier, faster and less error-prone.
Details
Originally posted on Himalayas
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