Role Summary:
The Assistant Project Manager (APM) supports the Legal Technology Project Management team by providing client-facing coordination, administrative support, and first line responsiveness across matters. The APM role is designed to increase overall delivery capacity, improve client experience, and allow Project Managers to support a larger client base without increasing utilization.
While primarily a supporting role, APMs may, over time, independently manage defined transactional matters and internal matters as experience and performance allow.
Key Responsibilities:
Client & Matter Support:
- Serve as a client-facing support resource, primarily in a supporting capacity to the assigned Project Manager.
- Provide first-level client responses, including acknowledgments and procedural updates, to support SLA compliance.
- Draft client communications using approved templates and PM direction; submit for review when required.
- Send kickoff emails using standard templates (APM does not lead kickoff calls).
Matter Administration:
- Create and maintain matters and tasks in Agility Blue.
- Maintain matter documentation, notes, and instructions as directed by the PM.
- Support evidence tracking and administrative hygiene under PM guidance.
- Assist with client follow-ups and delivery-related communications.
Workflow Coordination (Non-Supervisory):
- Assist with internal coordination by following up with Analysts on timelines and status.
- Act as a coordination and communication bridge without assigning work, enforcing SLAs, or performing quality control.
- Escalate issues through the assigned Project Manager per established escalation paths.
Transactional Matter Ownership (Progressive Responsibility):
- Over time, may independently manage defined transactional matters, characterized as:
- Low dollar value, one-off matters
- No hosting component
- Limited in scope
- Not first-time engagements or expansion opportunities
- Internal matters assisting the print shops
- Initially, transactional matters will retain PM oversight.
- With demonstrated performance, APMs may manage these matters independently without assigned PM oversight.
Performance Expectations:
Success in the role is measured primarily through:
- PM feedback on support quality and effectiveness
- Reduction in PM utilization pressure while supporting more clients
- Improved Time-to-Reply, driven by APM ownership of first-level responses
- Faster client acknowledgments and kickoff communications
APMs are expected to proactively respond to client emails approaching SLA thresholds to help prevent breaches and improve overall team responsiveness.
Skills & Experience:
- Background in technical eDiscovery workflows or legal technology
- Strong written communication skills and attention to detail
- Familiarity with Relativity and core eDiscovery concepts preferred
- Comfort in a client-facing coordination role
- Ability to follow established templates, workflows, and escalation procedures
- Relativity Certified Administrator (RCA) is encouraged, particularly for APMs pursuing progression into PM roles.