Senior Analyst, Strategic Applications

Company: Exchange House Services Ltd – London
Apply for the Senior Analyst, Strategic Applications
Location: London
Job Description:

Role Overview

This role sits within a fee‑earning team and a fee‑earning practice group (Digital Legal Delivery). The Senior Analyst is a core practitioner and problem‑solver, responsible for the hands‑on execution of client mandates to the highest standard of quality, accuracy, and timeliness. This is not a purely technical or tool‑operation role. The Senior Analyst is expected to understand the legal workflow they are supporting from end to end – what the client is trying to achieve, where the process sits within the broader matter lifecycle, and why the technical approach being taken is the right one for that context. The ability to connect technical execution to legal outcome is as important as the ability to use the tools and design a solution. A defining expectation of this role is that solutions and recommendations are developed from the client’s need outwards, not from the tools available inwards. The Senior Analyst will regularly encounter situations where a process could be approached in multiple ways; the right approach is the one that best serves the client, not the one that is most technically straightforward. The Senior Analyst is also expected to consult with the Manager and the Solutions Architect to consider the value and commercial considerations when deciding the best approach to take. The Senior Analyst works in close collaboration with the Solutions Architect, with the two roles forming the core of the team’s delivery capability.

Key Responsibilities

Client Matter Execution

  • Execute data loading, configuration and workflow tasks on live client matters, proactively identifying process improvements, data quality issues and format improvements and raising them with the manager promptly.
  • Maintain data tracking and audit trails in accordance with client and regulatory requirements, demonstrating clear understanding of why these records matter in a legal context.
  • Manage and maintain data templates for use across client matters, ensuring they remain accurate, consistent and fit for purpose as matters evolve.
  • Generate client reporting and data dashboards, proactively identifying opportunities to improve or streamline the client experience – for example, where data is not optimised or an alternative visualisation would better serve the client’s needs.
  • Troubleshoot user issues on live matters, identify recurring patterns and proactively propose targeted training or process changes where trends indicate a systemic need.
  • Manage user access and maintain data security with a clear and demonstrable understanding of the firm’s and regulators’ requirements.
  • Archive projects and workflows in line with matter lifecycle requirements.
  • Understand the commercial context of every engagement: be aware of how your work contributes to the team’s fee recovery, and flag promptly if scope, timeline or resourcing creates a risk to commercial delivery.

Generative AI — Client Delivery

  • Use Generative AI tools – including LLM‑based legal assistants and AI‑driven document review and contract analysis platforms – to execute client matter tasks, including document analysis, data extraction and drafting support.
  • Validate and quality‑assure all Gen AI‑generated outputs before they are incorporated into client deliverables, ensuring accuracy, completeness and fitness for purpose. Never treat AI output as final without independent verification.
  • Identify opportunities within live client matters where Gen AI can reduce time, improve accuracy or enhance the quality of client reporting, and raise these proactively with the managing team.
  • Apply Gen AI tools in strict compliance with the firm’s data handling, client confidentiality and AI governance requirements at all times.
  • Support the testing and quality assurance of Gen AI‑enabled workflows as they are deployed on new or evolving client engagements.

Solution Design & Build

  • Support map user requirements and legal workflows end to end – including the people, systems, data and handoffs involved – working with the Solutions Architect, Manager and Senior Manager to engineer and refine solutions.
  • Engage directly with business stakeholders and wider project teams to understand client challenges; apply your understanding of legal processes, practice team operations and technology to propose solutions that are grounded in client need rather than technical convenience.
  • Investigate operational procedures, identify key risks, challenges and sub‑tasks and contribute structured analysis to the recommendations being developed by the team.
  • Support user acceptance testing (UAT) on new and updated solutions, applying a structured approach to test scripting, defect logging and sign‑off to ensure solutions are fit for purpose before deployment on live matters.
  • Actively engage with the team backlog, identify where tasks can be progressed and execute in accordance with project and team guidelines.
  • Report on the progress of assigned tasks in a concise and timely manner; proactively identify impacts and recommend mitigating actions where tasks are not progressing as expected.
  • Create data templates, liaise with clients and legal teams for inputs, and present recommendations clearly and constructively.
  • Actively review product roadmaps and identify continuous improvement opportunities on existing solutions, raising them with reference to commercial and risk implications.

Risk & Governance

  • Identify and escalating risks on live client matters promptly.
  • Maintain rigorous standards of data security and client confidentiality at all times, including a clear understanding of GDPR, SRA requirements and the firm’s internal information governance framework.
  • Understand the implications of errors in a billable environment – both commercially (in terms of write‑offs, client relationship damage and fee recovery) and legally (in terms of the firm’s obligations to its clients).

Qualifications, Skills and Experience

Technical Skills

  • Proven, hands‑on experience with the team’s core toolset, including Clio Operate (ShareDo), Contract Express, DocuSign, HighQ, Legatics and Microsoft Power Suite.
  • Strong practical experience with collaboration, workflow and automation tools – including but not limited to the above platforms and Kira.
  • Proficiency in process mapping, using tools such as Visio, Miro, Lucidchart or equivalent.
  • Advanced proficiency in Microsoft Excel, including data manipulation, template design and structured data management.
  • Experience with data visualisation and reporting tools, with PowerBI or equivalent strongly preferred.
  • Formal business analyst experience – including workflow design, user story writing and requirements workshops.
  • Experience supporting or leading UAT processes – including test scripting, defect logging and structured sign‑off procedures.
  • Exposure to or experience of incorporating Generative AI legal assistant tools into legal automation workflows (e.g. Legora, Harvey, CoCounsel).
  • Knowledge of agile project management and proven experience of applying design thinking to development projects.
  • Experience working within a structured project team environment.

Legal & Commercial Skills

  • Demonstrable experience in a law‑firm environment and supporting legal process via technology. Experience should include at least one of the following – with M&A and due diligence experience particularly valued: M&A transaction management or due diligence workflow; contract lifecycle management; compliance or regulatory workflow; volume claims or litigation support.
  • Ability to demonstrate end‑to‑end understanding of at least one legal workflow type – not just the technology used, but the legal process, the people involved, the data flows and the client outcome being pursued.
  • Awareness of matter economics – understanding how legal matters are scoped, priced and tracked, and how the work done by this role contributes to or affects fee recovery on client engagements.
  • Strong problem‑solving skills, with a solution‑focused and proactive approach to managing multiple concurrent projects.
  • Excellent communication skills, including the ability to articulate technical concepts clearly to non‑technical audiences (including lawyers and clients) and to present recommendations constructively.
  • Ability to prioritise effectively in a fast‑paced, rapidly changing environment with awareness of wider team priorities and commercial deadlines.
  • Consistent, exceptional attention to detail – particularly in the context of client deliverables where accuracy is a professional and commercial requirement.
  • Ability to think strategically, ensuring that continuous process improvement is formally captured, implemented and disseminated across the team.

Personal Attributes

  • Approaches every engagement client‑need‑first: asks what the client is trying to achieve before reaching for a technical solution.
  • Understands legal workflows end to end and can connect technical execution to legal and commercial outcome – not just to a list of system tasks.
  • Takes personal responsibility for the quality and risk profile of their work, in full recognition of the chargeable, legally consequential nature of the environment.
  • Collaborative and generous with knowledge: works closely with the Solutions Architect and wider team, shares insight from delivery, and contributes to a culture of continuous improvement.
  • Commercially aware: understands the relationship between their work and the team’s fee recovery, and takes this seriously as a professional obligation.
  • Proactive and constructive in raising risks, errors and improvement opportunities – does not wait to be asked.
  • Demonstrates rigorous attention to detail and maintains this standard consistently across all deliverables, regardless of pace or pressure.
  • Enthusiastic about legal technology and Generative AI, balanced by sound judgement about when and how to use them appropriately in a client context.

Measures of Success

  • Delivery quality: Client matter tasks are executed accurately, completely and on time; the volume and severity of errors on chargeable matters is the primary baseline measure.
  • Risk record: No material data security incidents, client confidentiality failures or AI governance breaches attributable to this role; risks that arise are identified and escalated promptly.
  • Commercial contribution: The role’s utilisation and delivery quality demonstrably supports the team’s fee recovery; scope creep, write‑offs or over‑runs attributable to delivery issues are minimised.
  • Client satisfaction: Clients and supervising partners express confidence in the quality of the work produced; where client feedback is available (formally or informally) it is consistently positive.
  • Innovation contribution: The number of process improvement recommendations raised and implemented – reflecting the expectation that the Senior Analyst proactively identifies better ways of working and follows through on them.
  • UAT effectiveness: New and updated solutions are tested thoroughly before deployment; issues identified during UAT are documented and resolved before go‑live and post‑deployment issues attributable to inadequate testing are minimised.
  • Collaboration: The Solutions Architect and wider team benefit from the Senior Analyst’s delivery insight; the two roles operate as a coherent unit, with shared understanding of the end‑to‑end workflow on every engagement they work on together.

Benefits & Working Pattern

  • Working Pattern: Full time
  • Location: London
  • Contract type: Permanent
  • Diversity & Inclusion: We are committed to attracting people from all backgrounds and creating a respectful and inclusive culture where everyone thrives.

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Posted: June 1st, 2026