Work ArrangementFully Remote
Job TypeFull-time
Work Schedule40 per week
Monday–Friday, US Timezone
Locations:Philippines, Colombia, Mexico, ArgentinaAbout Pearl TalentPearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU.
Our clients have raised over $5 B in aggregate and are backed by companies like Open AI, 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 Share Point document libraries, integrate Docu Sign 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 intake
Create a living "Case Summary" document that auto-populates from intake data and updates via AI analysis of new documents
Implement locked Word templates with content controls for complaints, demand letters, interrogatories, and other legal documents
Automate routing of signed retainers from Docu Sign into the correct Share Point case folders
Build workflow triggers for document generation when cases move into key stages (litigation, demands, closings)
Create weekly treatment update reports generated automatically from Excel tracking sheets
Reduce the attorney's manual admin time by 10+ hours per week through intelligent automationCore Responsibilities
1.



Case Intake Form & Structured Data Layer — 25%
Build a conditional Share Point/Forms-based case intake form with fields for case type, incident date, defendant names, insurance carrier, and case-type-specific fields
Ensure 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 document
Design data schema that supports consistent downstream document generation
2. Case Summary Document & AI Integration — 25%
Build and maintain the "Case Summary" as the central intelligence document for each case
Implement automation that sends newly added documents (police reports, medical records, deposition transcripts) to the Claude AI API for analysis
Create flows that update relevant Case Summary sections (incident summary, liability analysis, strategic angles, damages overview) based on AI output
Ensure the Case Summary remains the reliable source of truth throughout the case lifecycle
3. Document Automation & Locked Templates — 25%
Implement locked Word templates using content controls that accept automated data insertion without altering formatting
Build automation for complaints, summons, letters of representation, interrogatories, requests for production, demand letters, and closing statements
Ensure AI-assisted drafting pulls from the Case Summary and relevant case documents while maintaining strict template structure
Test all templates for formatting integrity across multiple case types
4. Workflow Triggers & Folder Automation — 15%
Build Power Automate flows that trigger document generation when cases move into specific Share Point folders (litigation, demands, closings)
Automate Docu Sign retainer routing into the correct case folder upon signature
Organize court filings into docket folders automatically
Set up deadline monitoring for answer deadlines and other time-sensitive events post-service
5. Reporting & Ongoing Ops — 10%




Generate weekly treatment update reports from Excel case tracking sheets
Monitor flow health and maintain error logging for all automated processes
Document all automation flows and system architecture for future maintenance
Support iterations and additions as the system evolves
Must-Haves (Required)3–6 years of hands-on Power Automate and Share Point development experience
Proven experience building multi-step automated workflows in a Microsoft 365 environment
Strong knowledge of Share Point document libraries, lists, and folder-based triggers
Experience with Word content controls and automated document population
Docu Sign integration experience (or equivalent e-signature platform)
Ability to work independently and execute against a defined architecture with minimal direction
Strong written English for async collaboration with the attorney
High attention to detail — legal documents require zero formatting errors
Nice-to-Haves (Preferred)Experience integrating AI APIs (Claude, Open AI, or similar) into automation workflows
Background in legal, healthcare, or other document-heavy professional services firms
Experience with Excel automation and report generation via Power Automate
Familiarity with Microsoft 365 premium connector licensing requirements
Experience building systems that handle sensitive or confidential dataTools ProficiencyMust-Haves (Required)Microsoft Power Automate (including premium connectors)
Share Point Online (document libraries, lists, metadata, triggers)
Nice-to-Haves (Preferred)Claude API / Open AI API (or similar AI document integration)
Azure Logic Apps
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
General Networking:Connect with professionals worldwideOur Recruitment ProcessApplication
Screening
Skills Assessment
Top-grading Interview
Client Interview
Job Offer
Client OnboardingReady to Join Us?

📌 Microsoft 365 Automation Developer (Mexicali)
🏢 Pearl
📍 Mexicali