Workflow Analyst - Document Specialist

Description

Messerli & Kramer, P.A. is an industry-leading consumer collection law firm representing numerous national creditors. Our Collections Division, located in Plymouth, MN, is seeking a full time Workflow Analyst – Document Specialist with a strong technical and systems mindset to support and enhance our legal document and workflow ecosystem. This role blends legal process expertise with application configuration, workflow analysis, and reporting, making it ideal for candidates with experience in legal operations, business systems analysis, or IT-adjacent roles within regulated environments.

The Workflow Analyst – Document Specialist is a hands-on, systems-focused role responsible for designing, maintaining, and optimizing legal documents, templates, and workflows within the Cogent collections platform. This position serves as a critical bridge between legal operations and technical teams, ensuring documents and workflows are accurate, compliant, scalable, and efficiently automated.

The role works closely with Legal Assistants, Attorneys, Client Services, Audit & Compliance, Data Operations, and external vendors, translating legal and business requirements into well-structured document logic, workflow rules, and reporting solutions. In addition to daily operational support, this role contributes to process modernization, system enhancements, and continuous improvement initiatives.

This position provides deep exposure to the full legal placement lifecycle, from intake through litigation and post-judgment activity.

• Design, create, configure, and maintain legal documents and letters within Cogent, incorporating conditional logic, data fields, and workflow triggers.
• Analyze legal and operational requirements and translate them into system-ready document templates and workflows.
• Organize, migrate, and archive legacy templates, ensuring version control and audit traceability.
• Support and back up end-to-end workflow configuration within the collections system, including task routing, document generation, and exception handling.
• Identify opportunities for automation, standardization, and process improvement across legal document workflows.
• Partner with Legal Assistants and Attorneys to ensure workflows align with court rules, jurisdictional requirements, and legal best practices.
• Validate document and workflow outputs against system data to ensure accuracy and compliance.
• Support troubleshooting and root-cause analysis for document, workflow, or data issues.
• Manage and prioritize document and workflow backlog items using Agile or Kanban-style methodologies.

Required

Education & Experience:

• High School Diploma/GED
• Associate’s or Bachelor’s degree preferred
• Prior experience working with enterprise applications, workflow systems, or document management platforms is highly desirable

• Strong verbal and written communication skills.
• Ability to engage with both technical and non-technical personnel effectively.
• Proven ability to manage multiple deadlines and implement process automation to enhance efficiency.
• Exceptional attention to detail and proofreading capabilities.
• Basic understanding of legal documents and the legal debt collection process.
• Basic understanding on how to process bank and wage garnishments.
• Solid organizational and prioritization skills.
• Proficiency in Microsoft Office, Cogent, and Crystal Reports.
• Familiarity with compliance requirements and remediation processes.

This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch.

Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Reasonable accommodations may be made to enable individuals…