Case Management Systems Specialist

HYBRID ROLE - Taunton based office.

In this role, you will be responsible for supporting and developing our case management system, producing business reports using SQL, Power BI, and Excel, and providing wider IT support across the firm. You will work closely with colleagues across all departments to ensure systems run smoothly, issues are resolved promptly, and staff are confident in using our technology.

Key Responsibilities:

• Develop, maintain, and troubleshoot workflows, templates, and automation processes within the case management system.
• Design, prepare, and manage business reports and dashboards using tools such as SQL, Power BI, and Excel.
• Provide day-to-day IT support to users, including assistance with hardware, software, and application-related issues.
• Deliver onboarding and refresher training for staff on the case management system and other firm-wide IT platforms.
• Manage and maintain system integrations with third-party tools (e.g., e-signature platforms, court bundling tools, online portals).
• Collaborate with departments to identify opportunities for process improvement and implement effective technical solutions.

Essential Skills & Experience:

• Significant hands-on experience with case management system development and workflow automation.
• Proficiency in Power BI and Excel for data analysis and reporting.
• Strong analytical and problem-solving abilities, with the capability to resolve system and integration issues independently.
• Confident providing IT support in person, via phone, and through email to users with varying levels of technical expertise.
• Excellent communication and interpersonal skills with the ability to explain technical information clearly.
• Experience delivering system training to individuals and groups.
• Highly organised, self-motivated, and able to manage multiple projects or priorities effectively.

Desirable Skills & Experience:

• Proficiency in SQL for data extraction, analysis, and reporting.
• Familiarity with legal practice management systems (e.g., SOS Practice Manager) or similar.
• Experience working with third-party integrations related to case or workflow management systems.
• Previous experience in a legal, financial, or professional services environment.