AI Solutions Engineer

JOB TITLE:

AI Solutions Engineer

DEPARTMENT:

Technology

COMPANY:

Briefly

FLSA:

Exempt

Effective Date:

POSITION SUMMARY:

Briefly Legal and its firms run on a broad ecosystem of SaaS platforms: practice management, time and billing, document management, HR, identity, finance, CRM, and collaboration tools. Work that matters to our attorneys and clients routinely crosses several of these systems, and today much of it is stitched together by hand.

The AI Solutions Engineer is the senior technical member of the AI team and a true technical business partner to Briefly's leadership, firm partners, and operations teams. You will connect our systems to each other and to Claude, build the cross-system visibility and reporting that leadership and operations teams rely on, and reengineer the processes that span those systems so they are simpler before they are automated. You will also set the technical standards, connectors, and shared building blocks that our AI Operations Analysts use to deliver their own workflows.

The most important skill in this role is not technical. It is the ability to sit down with executives, firm partners, and operations leaders, have confident, plain-language conversations about how their business works, and ask questions, often many of them, until the real problem is clear. At this level, you will often be the one who reframes a request: recognizing when the problem someone describes is a symptom of a larger cross-system issue, and helping leadership see and agree on the right solution before anything is built. You then apply deep technical expertise to solve it, and you model and coach this approach for the AI Operations Analysts.

WHAT MATTERS MOST IN THIS ROLE:

• Business conversations come first. You are comfortable and credible in non-technical conversations with senior leaders, firm partners, and operations teams, and you speak their language, not ours.
• You ask a lot of questions. You are confident asking “why” and “what happens next” again and again, including with senior stakeholders, until you understand the business need, the constraints, and what success looks like.
• You solve for the need, not just the request. You recognize when a request points to a broader cross-system problem, and you reframe it so the organization solves the right thing once.
• You are a trusted advisor, not an order-taker. You bring options, trade-offs, and clear recommendations, and you are willing to respectfully push back or say “not yet” when the business case isn’t there.
• You raise the bar for others. You model this discovery-first approach and coach AI Operations Analysts to lead their own business conversations.
• Only then do you build. Once the need is clear and agreed, you use your technical depth to design and deliver a solution that is secure, reliable, and easy for people to adopt.

Two representative examples:

• Cross-system attorney onboarding. Onboarding a new attorney touches HR, identity, practice management, billing, and document management systems, with status tracked in a spreadsheet. You would start by sitting down with HR, IT, practice support, and firm leadership to understand where onboarding breaks down and what each group needs from it. Then you would redesign the end-to-end flow, define the system of record for each piece of data, build the integrations, and give the support team and leadership a single live view of every onboarding, with alerts when one stalls.
• Firm-wide operational visibility. Each Briefly firm records time, billing, and matter data in its own tools with its own definitions. You would start by working with Briefly leadership and each firm’s operations and finance leads to understand how they define these numbers, which decisions they drive, and where today’s reports fall short. Then you would build the integrations and reporting layer that normalize those definitions, so leadership sees one consistent, trusted view across firms.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

• Serve as a strategic technical business partner to Briefly leadership, firm partners, and operations teams: lead plain-language discovery conversations, ask probing questions, and uncover the business problem behind each request before proposing a solution.
• Translate complex technical options, trade-offs, risks, and costs into clear recommendations for non-technical executives, and build agreement across firms and functions on the right path forward.
• Design, build, and maintain integrations between our SaaS platforms, and between those platforms and Claude, using APIs, webhooks, integration platforms, and MCP connectors.
• Lead process reengineering for workflows that span systems: map them end to end, remove duplicate data entry, redundant approvals and manual handoffs, define the system of record for each data element, and only then automate.
• Build cross-system data flows and a reporting layer with consistent definitions, and deliver dashboards and alerts that give leadership and operations real-time visibility.
• Design human-in-the-loop checkpoints, monitoring, error handling, and alerting so integrations fail loudly and safely, never silently.
• Own integration security and governance: least-privilege access, credential management, audit logging, client confidentiality, and vendor security review.
• Set technical standards and maintain a shared library of connectors, Claude Skills, and templates for the AI Operations Analysts; review their work and mentor them, including coaching them on leading business discovery conversations.
• Work directly with business stakeholders and vendors to turn agreed business needs into designs that non-technical users can adopt easily.
• Evaluate new SaaS tools and AI capabilities, and advise on build, buy, or integrate decisions.

MINIMUM EDUCATION & EXPERIENCE REQUIREMENTS:

• Demonstrated ability to act as a trusted technical business partner to senior, non-technical leaders: leading discovery conversations, asking probing questions, and translating business needs into technical solutions.
• Confidence asking many questions, including respectfully challenging assumptions with senior stakeholders, to get to the real problem before building.
• Experience eliciting requirements from non-technical stakeholders who cannot fully articulate them, and reframing requests into the right underlying problem.
• Excellent spoken and written communication, including explaining complex technical concepts, trade-offs, and risks in plain language to executives.
• 5+ years in integration engineering, solutions engineering, business systems engineering, or data engineering in an environment with many SaaS platforms.
• Hands-on experience building integrations with REST APIs, webhooks, OAuth and other authentication methods, and JSON, using Python, JavaScript, or TypeScript.
• Experience with at least one integration or workflow automation platform (iPaaS).
• Strong SQL and data modeling skills, and experience building reporting that combines data from multiple systems.
• Advanced use of Claude (or comparable AI tools), including connecting models to data sources or building API-based or agentic workflows.
• A track record of process reengineering: examples where you simplified a cross-system process rather than automating it as-is.
• Working knowledge of security fundamentals: least-privilege access, secrets management, audit logging, and handling of confidential data.
• Clear written documentation, including architecture diagrams and runbooks others can follow.

PREFERRED QUALIFICATIONS:

• Experience in law firms, legal services, or other professional-services operations.
• Experience in a multi-entity environment, such as a group of firms or companies with different tools and processes.
• Experience with Claude connectors (MCP), Claude Skills, or the Claude API.
• Experience with a cloud data warehouse and a business intelligence tool.
• Experience with identity, single sign-on, and automated user provisioning.
• Experience presenting recommendations to executive leadership, partners, or a board.
• Experience mentoring analysts or less technical builders.

The base salary range for this role is $135,000 to $170,000 USD. Placement within the range depends on experience and depth of integration expertise.

INTRODUCTION TO THE COMPANY

We are committed to supporting forward thinking law firms through their next stage of growth by streamlining back-office operations and enabling access to world-class functional talent

Founded in 2021, we established the Company on the belief that the modern lawyer is asked to do too much. Between marketing, business development, financial planning and more, there are too many priorities in the day and not enough time. By streamlining back-office functions under highly experienced functional leadership trained to deploy proven growth levers, we accelerate our partners growth.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

The Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant, or an employee based on race, color, ancestry, national origin, citizenship, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected class under federal, state, or local law.

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ACCOMMODATION FOR APPLICANTS WITH DISABILITIES

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship to the company. ?If you have a disability or special need and need assistance participating in the application process, please let us know.

E-VERIFY

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