Director of Legal Technology and Systems

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Firm Overview

Crow Estate Planning & Probate, PLC is a reputable and fast-growing estate planning law firm with offices in Nashville, TN, Clarksville, TN, Springfield, TN, and Hopkinsville, KY. Our mission is to provide our clients with exceptional legal services in the areas of estate planning, probate, conservatorships, and business planning. We currently have 18 employees, including 8 attorneys, and are planning to expand with an office in every major city in Tennessee, Kentucky, Georgia, and Alabama.

Position Overview

We are seeking a Director of Legal Technology & Systems to lead the firm’s system and technology strategy, optimize workflow automation, and integrate AI-driven solutions. This role is critical to ensuring scalable, efficient, and seamless operations as the firm expands across multiple states.

This individual will bridge the gap between technology and operations, working closely with leadership, attorneys, and staff to create an innovative, streamlined, and highly efficient legal practice. Additionally, this individual will assist in the development of proprietary software solutions that will support long-term firm growth.

Key Responsibilities

Workflow Automation & Systems Integration

  • Analyze and optimize existing workflows to eliminate inefficiencies.
  • Integrate and enhance the firm’s current technology stack, including Pipedrive, Asana, JotForm, Quickbooks, and Microsoft 365 platforms.
  • Develop automated practice as much as feasible, including client intake, case management, and document generation systems.
  • Ensure all offices follow standardized, scalable workflows.

AI & Technology Implementation

  • Identify and implement AI-driven automation to enhance firm efficiency.
  • Introduce AI tools for document creation, case management, and client communication.
  • Research and recommend new legal tech solutions that increase productivity.

Proprietary Software Development Assistance

  • Work with leadership to define requirements for custom in-house software solutions.
  • Collaborate with developers and vendors to create tailored technology solutions for the firm.
  • Oversee smooth integration of proprietary software with existing systems.

IT Oversight & Training

  • Ensure attorneys, paralegals, and staff are properly trained on technology tools.
  • Troubleshoot workflow and system inefficiencies.
  • Act as a liaison between the firm and third-party vendors for IT-related projects.

The Right Fit for This Role

  •  5+ years of experience in IT, legal technology, workflow automation, or systems management.
  •  Strong expertise in workflow automation tools (Pipedrive, Asana, Zapier, JotForm, etc.).
  •  Experience implementing AI tools in professional services environments.
  •  Ability to lead the development of proprietary software solutions. Highly organized and process-oriented, with a focus on scalability and efficiency.
  •  Experience working in a law firm, financial planning, or professional services environment preferred.

Our Core Values:

  • We treat one another as we would want to be treated.
  • We prioritize continuous learning.
  • We highly value open debate, acknowledging that all perspectives are instrumental in forging the best path forward.
  • Our workplace is characterized by an atmosphere of camaraderie and laughter.
  • Ego is the enemy.
  • Character and integrity are fundamental components of a successful law practice.

Compensation & Benefits

 – Salary: $90,000 – $115,000 (based on experience).

 – Vacation: Accrual-based.

 – Health Insurance: Employer-provided.

 – Additional Insurance: Vision, dental, critical illness (unsubsidized).

Retirement Plan: Simple IRA with a 3% employer match.

Why Join Us?

  • Lead the technology vision for a growing, multi-state estate planning and probate law firm.
  • Build and implement cutting-edge automation and AI-driven workflows.
  • Play a pivotal role in developing proprietary legal technology solutions.
  • Work in a collaborative, forward-thinking environment focused on innovation.

If you are a technology-driven problem solver with a passion for optimizing efficiency and automation, we encourage you to apply!

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    Hear From Our Clients

    Peggy W

    We are very thankful for Mr. Crow and his team as they handled our estate planning, taking care of all our needs with ease. (Estate, Wills, POA’s, LLC’s, etc.) He came highly recommended, and we quickly learned why. Mr. Crow and staff were knowledgeable, professional, informative, and understanding of our situation. Highly recommend!

    Marshall P

    Mr Crow and his staff are amazing! Especially the person assigned to my account, so a special thank you to Callie! Callie answered all of my questions and set expectations during a very confusing time in my life. Mr Crow and his team worked diligently with my specific situation and were very results driven. I would recommend Crow Estate Planning and Probate to anyone looking for an estate or probate attorney.

    Benny H

    Today my wife and I completed (at Crow Estate Planning and Probate) our Will, Living Will, Power of Attorney for Finance and Medical. As a Tennessee CPA for over 20 years (now retired), I’d like to leave this review so that others may benefit. Our experience rating with with Crow Estate Planning and Probate is EXCELLENT. Our legal team was Kyle Shannon, Callie and Julia. This team was competent, courteous, and professional. They made a potentially complex experience “easy” despite multiple minor trusts involved. The charge for professional services rendered was very reasonable. My wife (Denise) and I would like to thank Kyle and his team (Callie and Julia) for a great experience that exceeded our expectations. I will return for legal needs and I will refer family and others to Kyle, Callie and Julia.

    Vic H

    I’m very grateful to Mr. Shannon and Callie for the great job they did taking care of my muniment of title. Everyone in Mr. Shannon’s office was exceedingly kind and helpful.

    Lisa M

    They are caring, very helpful and not too expensive. I would recommend them to anyone that wants to plan for their future death and their children.

    Ken A

    Crow Estate Planning was caring, professional and took great care of our family. John personally prepared my mother’s estate and completed her final wishes. Their staff was always friendly and eager to assist. Our family strongly recommends John and Crow Estate Planning

    Amanda H

    Mr. Crow and his staff were very knowledgeable, prompt and pleasant to work with in the estate planning process. Very satisfied clients and highly recommend!

    Nick D

    Working with Kyle Shannon and Brittney Stewart to setup our Living Trust was nothing short than amazing! Very informative, very responsive, and made the whole process easy to complete.

    Todd K

    It was an absolute pleasure to work with Kyle establishing my Estate planning needs. Kyle was very thorough and knowledgeable. Kyle’s understanding and professionalism made for a simple and smooth process. Highly recommended!

    George D

    Be far the best estate planning firm in Clarksville.

    Our Locations

    Clarksville

    512 Madison St Suite A, Clarksville, TN 37040

    931-218-7800
    Nashville

    1503 16th Ave S,
    Nashville, TN 37212

    615-558-8002
    Hopkinsville

    203 E 9th St,
    Hopkinsville, KY, 42240

    270-569-0006
    Springfield

    719 S Main St Suite 110, Springfield, TN, 37172

    (629) 280-3330