Microsoft 365 Automation Developer
Pearl Talent Ver todas las vacantes
- Buenos Aires
- Permanente
- Tiempo completo
Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.
They're looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years.
Candidates we've hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.Hear why we exist, what we believe in, and who we're building for: WATCH HEREWhy Work with Us?
At Pearl, we're not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders.
Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.Role OverviewWe are hiring a Microsoft 365 Automation Developer to design and implement the automation layer that connects the firm's case files, structured data, document templates, and AI drafting system.You will build Power Automate flows, configure SharePoint document libraries, integrate DocuSign triggers, and connect an AI document drafting component (Claude) to a living "Case Summary" document that serves as the intelligence hub for each active case.This role does not require legal expertise, it requires deep M365 technical skill, strong systems thinking, and the ability to execute a complex multi-flow integration independently.Your Impact:In this role, you will:Build a conditional case intake form that structures all key case data at intakeCreate a living "Case Summary" document that auto-populates from intake data and updates via AI analysis of new documentsImplement locked Word templates with content controls for complaints, demand letters, interrogatories, and other legal documentsAutomate routing of signed retainers from DocuSign into the correct SharePoint case foldersBuild workflow triggers for document generation when cases move into key stages (litigation, demands, closings)Create weekly treatment update reports generated automatically from Excel tracking sheetsReduce the attorney's manual admin time by 10+ hours per week through intelligent automationCore Responsibilities1.
Case Intake Form & Structured Data Layer — 25%Build a conditional SharePoint/Forms-based case intake form with fields for case type, incident date, defendant names, insurance carrier, and case-type-specific fieldsEnsure form logic reveals only relevant fields based on case type selection (auto accident, premises liability, mold exposure, etc.)Connect structured intake data to automatically populate the top section of the Case Summary documentDesign data schema that supports consistent downstream document generation2.
Case Summary Document & AI Integration — 25%Build and maintain the "Case Summary" as the central intelligence document for each caseImplement automation that sends newly added documents (police reports, medical records, deposition transcripts) to the Claude AI API for analysisCreate flows that update relevant Case Summary sections (incident summary, liability analysis, strategic angles, damages overview) based on AI outputEnsure the Case Summary remains the reliable source of truth throughout the case lifecycle3.
Document Automation & Locked Templates — 25%Implement locked Word templates using content controls that accept automated data insertion without altering formattingBuild automation for complaints, summons, letters of representation, interrogatories, requests for production, demand letters, and closing statementsEnsure AI-assisted drafting pulls from the Case Summary and relevant case documents while maintaining strict template structureTest all templates for formatting integrity across multiple case types4.
Workflow Triggers & Folder Automation — 15%Build Power Automate flows that trigger document generation when cases move into specific SharePoint folders (litigation, demands, closings)Automate DocuSign retainer routing into the correct case folder upon signatureOrganize court filings into docket folders automaticallySet up deadline monitoring for answer deadlines and other time-sensitive events post-service5.
Reporting & Ongoing Ops — 10%Generate weekly treatment update reports from Excel case tracking sheetsMonitor flow health and maintain error logging for all automated processesDocument all automation flows and system architecture for future maintenanceSupport iterations and additions as the system evolvesRequirementsMust-Haves (Required) 3–6 years of hands-on Power Automate and SharePoint development experienceProven experience building multi-step automated workflows in a Microsoft 365 environmentStrong knowledge of SharePoint document libraries, lists, and folder-based triggersExperience with Word content controls and automated document populationDocuSign integration experience (or equivalent e-signature platform)Ability to work independently and execute against a defined architecture with minimal directionStrong written English for async collaboration with the attorneyHigh attention to detail — legal documents require zero formatting errorsNice-to-Haves (Preferred)Experience integrating AI APIs (Claude, OpenAI, or similar) into automation workflowsBackground in legal, healthcare, or other document-heavy professional services firmsExperience with Excel automation and report generation via Power AutomateFamiliarity with Microsoft 365 premium connector licensing requirementsExperience building systems that handle sensitive or confidential dataTools ProficiencyMust-Haves (Required)Microsoft Power Automate (including premium connectors)SharePoint Online (document libraries, lists, metadata, triggers)Nice-to-Haves (Preferred)Claude API / OpenAI API (or similar AI document integration)Azure Logic AppsBenefits Competitive Salary: Based on experience and skills Remote Work: Fully remote—work from anywhere Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting Generous PTO: In accordance with company policy Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees Direct Mentorship: Guidance from international industry experts Learning & Development: Ongoing access to resources for professional growth Global Networking: Connect with professionals worldwide Our Recruitment Process Application Screening Skills Assessment Top-grading Interview Client Interview Job Offer Client OnboardingReady to Join Us?
If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.
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