Document Automation Specialist

At Mitratech, we are a team of innovators focused on building world-class products that simplify operations in the Legal, Risk, Compliance, and HR functions. We are a close-knit, globally dispersed team that thrives in an ecosystem that supports individual excellence and takes pride in its diverse and inclusive work culture centered around great people practices, learning opportunities, and having fun! Our culture is the ideal blend of entrepreneurial spirit and enterprise investment, enabling the chance to move at a rapid pace with some of the most complex, leading-edge technologies available.

For over 35 years, the experts at Mitratech have been focused on solving the complex needs. Today, we serve 20,000 client companies of all sizes globally, representing 30% of the Fortune 500 and over 500,000 users in over 160 countries.

As we continue to grow, we’re always looking for resourceful, enthusiastic, and fresh perspectives. Join our global team and see what makes Mitratech a truly exceptional place to work!

This position is open only to candidates currently residing in Mexico. Applications from outside of Mexico will not be considered.

Job Overview

Our approach to work is proactive, collaborative, and committed. The professionals who are thriving at Mitratech are people like you who know how to balance individual excellence with teamwork. We believe our employees’ enthusiasm fuels great work, so we pursue individuals with a passion for building an environment of ownership, transparency, continuous improvement, and a dedication to driving the best possible experience for our clients. In other words, if you like people and technology, you'll fit right in.
As a Document Automation Specialist, you will work directly with clients to design, build, and optimize document automation solutions using HotDocs. This role requires a strong understanding of logic-based document automation, excellent Microsoft Word skills, and the ability to communicate clearly with clients through training and consultation. Prior HotDocs experience is a plus, but not required—we are willing to train the right candidate with strong logical thinking skills.

Essential Duties & Responsibilities:

• Conduct requirements-gathering sessions to understand client needs
• Design and build HotDocs templates, ensuring logical accuracy and maintainability
• Utilize HotDocs scripting to implement automation logic, including:
  • Dynamic variables, conditional logic
  • Logic checks (IF, AND, OR)
  • Loops (WHILE, FOR)
  • Nested logic structures
• Troubleshoot and refine template logic for efficiency and accuracy
• Maintain detailed documentation of template logic, automation structures, and client requirements
• Provide training and consultation to clients, building their own templates
• Balance multiple client projects, communicating with project and team resources daily

Requirements & Qualifications:

• Communicate clearly and confidently in English, both verbally and in writing
• Highly organized and detail-oriented
• Advanced proficiency in Microsoft Word, including:
  • Creating, modifying, and applying Themes
  • Managing page dimensions, borders, headers, and footers
  • Creating and using Macros
• Experience with Mail Merge
• Analytical problem-solving skills with a focus on efficiency and repeatability
• Experience building HotDocs templates is a major plus
• Experience in document automation, legal technology, or professional services

All applicants meeting minimum qualifications will be required to complete a 30-minute online assessment as part of your candidate application

Education:

• Bachelor’s degree in Systems, Information Technology, Industrial Engineering, or a related technical field, or equivalent professional experience. A legal background is a plus but not required, provided the candidate has strong document automation skills and advanced Microsoft Word expertise.

We are an equal-opportunity employer that values diversity at all levels. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.