JOB TITLE:

AI Operations Analyst

DEPARTMENT:

Technology

COMPANY:

Briefly

FLSA:

Exempt

Effective Date:

POSITION SUMMARY:

Briefly Legal is looking for a true technical business partner: someone who sits down with people across the business, asks the questions that get to the real problem, and then uses AI to solve it. The AI Operations Analyst takes work that is done by hand today and turns it into standardized, automated workflows that become the way Briefly handles that work from then on.

The most important skill in this role is not technical. It is the ability to have a confident, plain-language conversation with someone who does not think in systems or data, keep asking questions until you understand what they are really trying to accomplish, and then translate that into the right solution. Technical skill matters, but it comes after understanding the business need.

Solving a problem once with Claude is the starting point, not the goal. The goal is a repeatable workflow with a defined process, a clear experience for everyone who touches it, and documentation that lets others run it without you. This is not a software engineering role. It is for someone who is as comfortable in a conversation with an attorney or operations leader as they are directing Claude to build and run the solution, and who understands data and process well enough to design the standard.

WHAT MATTERS MOST IN THIS ROLE:

• Business conversations come first. You are comfortable leading non-technical conversations with attorneys, firm leaders, and operations staff, and you speak their language rather than expecting them to speak yours.
• You ask a lot of questions. You are confident asking "why," "what happens when," and "what would good look like" until the real need is clear, even when the person asking for help believes they already know the answer.
• You solve for the need, not just the request. You separate what someone asks for from the problem they are trying to solve, and you design for the problem.
• You are a partner, not an order-taker. You bring a point of view, push back constructively, and keep the business involved from the first conversation through rollout.
• Then you build. Once the need is clear, you use your technical skill and Claude to build a solution that works and lasts.

Two representative examples:

• Rebuilding a critical report. After a recent migration to a new practice management platform, a report the business relied on in the legacy system was not reproduced. You would start by talking with the people who relied on it to understand what decisions it supported and what they need from it today, then map the old definitions to the new platform, rebuild the report with Claude as a reusable asset, and reconcile it against historical output before release.
• Standardizing attorney onboarding. Bringing new attorneys into a Briefly firm is inconsistent today. You would interview the attorneys, firm leaders, and Briefly team members involved to understand where and why the process breaks down. You would work closely with appropriate stakeholders to define a single standard onboarding process, automate the steps that can be automated, and design a clear experience for both the attorney and the Briefly team member who supports them.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

• Serve as a technical business partner to Briefly teams and partner firms: lead discovery conversations in plain language, ask probing questions, and get to the business problem behind each request before proposing a solution.
• Translate business needs into practical, AI-enabled solutions, and explain options, trade-offs, and recommendations to non-technical stakeholders in terms they can act on.
• Map how a workflow runs today, including its variations, exceptions, and pain points, and work with the business owners to agree on a single standard future state.
• Build that workflow with Claude as a durable, reusable system: Claude Skills and Projects, templates, connectors to approved data sources, and automations, rather than one-off outputs.
• Design the experience for every participant: the end user (for example, a new attorney) and the Briefly team member acting as the human in the loop. Define what Claude handles, where people review or approve, and how issues are escalated.
• Document each workflow so it can be run, supported, and improved by others: process maps, user guides, operator runbooks, and decision rules.
• Validate every output: reconcile against known figures, test edge cases, and confirm the workflow behaves correctly before rollout.
• Drive adoption: train users and operators, gather feedback, measure cycle time, error rates, and hours saved, and release improvements as new versions.
• Configure and maintain Claude connections to firm data sources in line with data governance and client confidentiality requirements.
• Identify other recurring manual work across Briefly and its firms and propose candidates for standardization, with an estimate of impact.

MINIMUM EDUCATION & EXPERIENCE REQUIREMENTS:

• A natural ability to lead non-technical conversations with business stakeholders, such as attorneys, firm leaders, and operations staff, and to act as a trusted technical business partner rather than an order-taker.
• Confidence asking many questions, including challenging ones, to understand the business need before building anything. You are comfortable saying "help me understand" and continuing to dig until the real problem is clear.
• Experience eliciting requirements from stakeholders who cannot fully articulate them, using interviews, observation, and iterative prototypes.
• Strong verbal and written communication: you explain technical concepts, options, and trade-offs in plain language, and write documentation a non-technical colleague can follow without help.
• 3+ years in an operations, data, business, or process analyst role, including direct, regular work with business stakeholders.
• Demonstrated, advanced use of Claude (or comparable AI tools), with examples of workflows you built that other people now use, not just outputs you produced yourself.
• Process design experience: mapping current-state workflows, defining a standard, and handling exceptions and edge cases.
• A user-centered mindset: you design for the person receiving the service and the person supporting it, and you test with them before rollout.
• Working SQL and advanced Excel (including Power Query), with an understanding of how data maps between systems.
• A rigorous approach to validation; you do not release a workflow or a number you have not checked.

PREFERRED QUALIFICATIONS:

• Experience in law firm or legal-services operations, especially time and billing, matter management, or financial reporting.
• Familiarity with legal practice management, time and billing, or document management platforms.
• Experience with a system migration or data conversion project.
• Background in service design, process improvement (such as Lean or Six Sigma), or onboarding programs for professionals.
• Exposure to Claude Skills, Projects, connectors (MCP), or API-based automation.
• Basic Python scripting.
• Experience with Power BI, SSRS, or a similar reporting tool.

The base salary range for this role is $105,000 to $130,000 USD. Placement within the range depends on experience and domain knowledge.

INTRODUCTION TO THE COMPANY

We are committed to supporting forward thinking law firms through their next stage of growth by streamlining back-office operations and enabling access to world-class functional talent

Founded in 2021, we established the Company on the belief that the modern lawyer is asked to do too much. Between marketing, business development, financial planning and more, there are too many priorities in the day and not enough time. By streamlining back-office functions under highly experienced functional leadership trained to deploy proven growth levers, we accelerate our partners growth.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

The Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant, or an employee based on race, color, ancestry, national origin, citizenship, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected class under federal, state, or local law. 

The information that you provide in this application will be used solely to determine suitability for employment, verify identity, and maintain statistics on applicants. 

ACCOMMODATION FOR APPLICANTS WITH DISABILITIES

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship to the company. ?If you have a disability or special need and need assistance participating in the application process, please let us know.  

E-VERIFY

This employer participates in E-Verify and will provide the federal government with your form I-9 information to confirm you are authorized to work in the U.S.