Transactional Practice Innovation Lead

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Transactional Practice Innovation Lead

Reports To: Chief Innovation Officer

Location: This role can sit out of the following Jackson Walker office locations:
Austin / Dallas / Houston

FLSA: Exempt

POSITION SUMMARY:

The Transactional Practice Innovation Lead is responsible for advancing workflow innovation across transactional practices, from intake to signature. This role partners with practice leadership and cross‑functional teams to standardize high‑volume document families, create clause and playbook systems, and implement measurable pilots that enhance drafting speed, accuracy, and consistency.

The position bridges legal expertise and process design to build scalable, technology‑enabled workflows that improve client value and operational efficiency across Corporate and Securities, Finance, Healthcare, Immigration, and related practice areas.

KEY RESPONSIBILITIES:

Workflow Design & Innovation

• Lead the design, testing, and implementation of workflow innovations for transactional matters from intake through execution.
• Map and analyze high‑volume document families, including NDAs, purchase agreements, credit and security documents, disclosure schedules, and common regulatory forms.
• Build and maintain clause libraries, playbooks, and standardized review systems that support drafting and negotiation efficiency.
• Develop playbook‑guided drafting and redline workflows that promote consistency and faster approvals.
• Identify opportunities for process automation and data‑enabled drafting within key document types.
• Design pilots with measurable objectives such as hours per document, variance from playbooks, and partner acceptance rates.
• Track pilot performance and document results, publishing success metrics and lessons learned.
• Oversee version control, audit notes, and risk documentation for all transactional workflows.

Training, Adoption & Change Management

• Deliver training, quick‑reference guides, and office hours to support adoption across practice groups.
• Build and maintain a network of practice champions to reinforce change management and sustain adoption.
• Develop communication plans tied to pilot launches, workflow rollouts, and user feedback.
• Collaborate with KM, LPM, and Pricing teams to ensure seamless integration into matter management and client reporting.
• Partner with IT and Security to ensure integration with CLM and document management systems, including access controls and compliance protocols.
• Work with Research and KM to maintain aligned data models and templates across matter types.
• Provide client‑facing summaries and materials demonstrating efficiency and value improvements when requested.

QUALIFICATIONS:

• Juris Doctor (J.D.) from an accredited law school preferred.
• Active license and good standing with a U.S. state bar.
• 8+ years of experience as a transactional attorney or knowledge management professional in Corporate, Finance, or Healthcare practices.
• Proven experience building clause libraries, playbooks, and process‑improvement initiatives leveraging legal technology.
• Licensed deal lawyer or transactional knowledge management professional with extensive clause library and playbook experience.
• Demonstrated success implementing process or technology‑based improvements for drafting and review efficiency.
• Strong familiarity with redline workflows, CLM platforms, and data models for core agreement families.
• Excellent analytical, project management, and communication skills.
• Proven ability to define and track measurable workflow outcomes and adoption metrics.
• Experience coaching or training attorneys on standardized drafting and review approaches preferred.
• Exposure to regulatory requirements in healthcare, finance, or immigration matters a plus.

WORK

CONDITIONS:

Hybrid position within Jackson Walker offices with limited travel for trainings and client showcases. The role collaborates daily with the Chief Innovation Officer, Knowledge Management, Research, Legal Project…