Associate Director, Advanced Technologies, Case Insights

The role combines strategic leadership with hands-on technical judgment. The Associate Director applies critical thinking to ambiguous problems, directs the responsible use of generative AI and other technologies, and designs effective prompting strategies to improve research, analysis, and client deliverables. The Associate Director works across Case Insights and with Sales, Client Services, Operations, Managed Review, Advanced Technologies, and Information Technology, while overseeing team members as needed to balance workloads, maintain quality, and meet deadlines across multiple concurrent matters.

Primary Responsibilities

· Serve as a senior client-facing advisor, leading discovery conversations to understand client objectives, constraints, risk tolerance, and desired outcomes.

· Scope and lead complex Case Insights engagements from solution design through delivery, assigning work and coordinating handoffs across project teams.

· Design and oversee solutions that combine artificial intelligence, generative AI, advanced analytics, search terms, and tailored workflows.

· Develop, test, refine, and document prompting strategies for research, analysis, synthesis, quality control, and client deliverables.

· Apply critical thinking, issue spotting, and sound professional judgment to ambiguous or high-impact client problems.

· Evaluate AI-assisted outputs for accuracy, relevance, context, consistency, and appropriate human oversight before use in client work.

· Validate workflows and results for quality, repeatability, and defensibility, and clearly explain the approach to clients and internal stakeholders; create SOP to support as needed.

· Lead client meetings, executive briefings, solution demonstrations, findings presentations, and follow-up communications.

· Partner with Sales on client presentations, opportunity development, solution positioning, and statements of work as needed.

· Oversee the preparation and delivery of findings reports and other client work product, ensuring clarity, accuracy, and alignment with client goals.

· Mentor, train, and provide day-to-day guidance to Analysts, Associate Consultants, Consultants, and Senior Consultants, including on AI literacy, prompting, critical thinking, and client communication.

· Coordinate with Case Insights and Advanced Technologies leaders to develop best practices, reusable prompting patterns, quality standards, and documented processes.

· Develop and share subject matter expertise through speaking engagements, panels, publications, internal training, and client education.

· Track project outcomes, client value, successes, lessons learned, and goals, and report regularly to leadership.

· Demonstrate strong technical proficiency while managing multiple projects, priorities, and deadlines concurrently.

Required and Preferred Qualifications

· Bachelor's degree required; advanced degree such as JD, MBA, MS, or MA preferred.

· Minimum 10 years of client services experience in an eDiscovery, legal technology, investigations, litigation support, or related consulting capacity.

· Demonstrated experience leading client-facing engagements and communicating with legal, technical, and business stakeholders.

· Strong understanding of artificial intelligence and generative AI applications in research, analysis, eDiscovery, investigations, or litigation workflows.

· Hands-on experience developing and refining prompts, evaluating AI-generated outputs, and applying appropriate quality-control and human-review practices.

· Exceptional critical thinking, issue spotting, problem-solving, and decision-making skills.

· Experience with document analysis platforms and analytics tools used to reduce, prioritize, search, and organize data; relevant certifications preferred.

· Ability to synthesize complex technical and substantive information into clear, practical explanations and recommendations.

· Exceptional verbal, written, presentation, and facilitation skills.

· Demonstrated ability to scope work, direct teams, manage deadlines, and deliver high-quality results across multiple concurrent matters.

· Proficiency with Microsoft Office, particularly Excel.

· Commitment to responsive client service and willingness to go above and beyond client expectations.

· Preferred: advanced education or experience related to AI, data science, prompt engineering, Python, SQL, or legal technology innovation.

The Compensation range for this role is $140,000.00 to $160,000.00 USD annually and may be eligible for an annual bonus.

#LI-TP1

#remote

Your specific salary will be determined based on several factors:

Location-based market rate for the role

Your abilities in relation to the job specification

Performance during screening and interview

Pay parity with the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Enterprise Decision Making

Applies deep business and financial insight to guide strategic decisions, resource allocation, and thought leadership.

Use financial and market expertise for long-term direction

Build strategic partnerships

Promote a customer-first mindset

Allocate global resources for innovation and growth

Cultivates a Growth Mindset

Fosters innovation through curiosity, smart risk-taking, and adaptability—aligning change with strategy for lasting impact.

Promote curiosity and forward-thinking

Build a culture of innovation through partnerships

Drive innovation to meet client needs

Lead innovation with a clear vision

Align innovation with market trends

Builds Talented Teams

Builds and develops inclusive, high-performing teams aligned to strategic goals for exceptional talent and business results.

Focus on employee engagement

Build a strong talent pipeline

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

Build trust-based partnerships

Nurture long-term relationships

Remove collaboration barriers

Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

Use storytelling to build buy-in

Align communication with organizational goals

Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq’s goals.

Use data to identify improvement opportunities

Make informed decisions

Align team goals with boarder strategy

Empower teams to manage their own goals

Translate vision into clear priorities

Prepare for disruptions with strong change management

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.