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Legal Tech
Lead and develop a team of 8–10 Probate Case Managers, overseeing case allocation, file quality, regulatory compliance, complaints, KPIs, client escalations, recruitment, and training. The role requires supervising probate and estate administration work, supporting bereaved families, improving processes with Product, Operations, and Technology teams, and reporting performance to senior leadership. This is a London-based hybrid leadership position with three office days per week.
Top Skills:
Data ProtectionManagement InformationService-Level AgreementsSra Compliance
Legal Tech
Own and improve operational processes across Compliance, Fulfilment, and Drafting. Build automations and AI-assisted workflows, create accurate dashboards and reporting, roll out process changes through training and adoption checks, manage document storage and fulfilment partners, and maintain clear SOPs. The role requires strong attention to detail, spreadsheet skills, systems thinking, clear writing, and end-to-end ownership in a regulated, high-consequence environment.
Top Skills:
ClaudeGoogle Apps ScriptHubspotZapier
Legal Tech
Own the end-to-end customer experience for an estate planning business, leading Customer and Bookings teams and managers. Set customer strategy, improve conversion, satisfaction, retention, response times, and cost to serve. Build scalable processes, reporting, and tooling while partnering with Sales, Legal, Marketing, Product, and Operations. Balance commercial performance with compassionate support for grieving and vulnerable customers.
Legal Tech
Draft and review wills, LPAs, and estate planning documents based on client instructions. Ensure accuracy, clarity, legal compliance, confidentiality, and data security while supporting clients through sensitive planning processes. Provide administrative assistance, collaborate with legal and estate planning teams, and develop expertise in will-writing regulations, inheritance law, and private client services through training and mentorship.
Legal Tech
Support preparation and review of wills, LPAs and estate planning documents; assist with registrations, client queries, compliance checks and administrative tasks while learning estate planning, regulations and best practices under senior legal mentorship.
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Legal Tech
Own Octopus Legacy’s pre-registration organic growth engine across brand, content, PR, partnerships, influencers, events, and campaigns. Develop and optimize creative across SEO, social, advertising, websites, and landing pages; analyze performance and improve lead volume, CPA, and registration rates. Manage campaigns end to end, build company and founder visibility, secure media and podcast opportunities, write award submissions, and develop strategic partnerships. This is a hands-on role requiring strong copywriting, creative judgment, data confidence, and rapid execution.
Top Skills:
Ai ToolsGenerative Engine OptimizationPaid AdvertisingSeoSocial Media
Legal Tech
Build and optimize post-registration and post-purchase lifecycle journeys across email, SMS, and direct mail. Responsibilities include customer segmentation, milestone-triggered communications, experimentation, predictive modeling, retention and referral optimization, and improving customer lifetime value. The role collaborates with product, sales, and design while independently executing campaigns and measuring conversion, retention, satisfaction, and referral performance.
Top Skills:
Ai ToolsBrazeEmail MarketingIterableKlaviyoPredictive ModelingSms Marketing
Legal Tech
Provide bespoke wills, IHT guidance and trust advice; draft and administer trusts and wills; analyse complex family and financial situations; collaborate with advisors; ensure compliance and confidentiality; review and update estate plans; stay current on trust and estate law.
Legal Tech
Conduct consultative video-call consultations, identify client needs, recommend services, manage pipeline and records, coordinate with internal teams, and deliver aftercare to build strong client relationships in a target-driven environment.
Legal Tech
As a Sales Development Representative, you will make high-volume outbound calls, book meetings, manage CRM data, and support business growth initiatives.
Top Skills:
Crm ToolsHubspotSalesforce
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