Microsoft 365 Platform Engineer

The Legal Technology organization is seeking a Senior Microsoft 365 Platform Engineer to help build and operationalize Legal’s next-generation document management, knowledge management, workflow automation, and AI foundation.

This engineer will implement the platform capabilities that support Legal’s migration away from Passport and establish the technical foundation required for Thomson Reuters Legal Tracker, Legal Front Door, Microsoft Copilot, Copilot Studio, and future agentic workflow capabilities. Legal Tracker serves as the system of record for matter management and eBilling, while SharePoint becomes the document and knowledge-management foundation.

This is a hands-on engineering role responsible for designing and building integrations, provisioning systems, workflow automation, metadata services, governance implementation, migration tooling, and AI-ready knowledge architectures.

Responsibilities

Microsoft 365 Platform Engineering

• Design and build matter-centric document-management solutions within Microsoft 365.
• Implement SharePoint Online workspaces and matter-site architectures.
• Build reusable provisioning frameworks and platform services.
• Implement metadata and taxonomy standards.
• Support Microsoft Teams, Word, PDF, and collaboration integrations.
• Design solutions capable of supporting millions of documents and enterprise-scale growth.

Legal Tracker Integrations

• Build integrations with Thomson Reuters Legal Tracker APIs.
• Support matter lifecycle synchronization.
• Implement workspace provisioning based on matter creation events.
• Develop integration monitoring and reconciliation capabilities.
• Support future Legal Tracker extensions.

Workflow & Automation

• Build Power Automate-based process automation.
• Develop matter intake automation.
• Automate matter open, close, routing, and approval workflows.
• Support future intake orchestration and workflow modernization efforts.
• Develop event-driven integration patterns.

Knowledge Management & AI Readiness

• Implement metadata-driven knowledge architecture.
• Build Microsoft Graph-enabled retrieval experiences.
• Optimize content for Copilot grounding.
• Support semantic search and knowledge discovery.
• Enable future AI-assisted legal retrieval scenarios.
• Implement governance controls required for AI-enabled content access.

Security & Governance Implementation

• Implement matter-level security controls.
• Support ethical walls and information barriers.
• Configure Microsoft Purview capabilities.
• Implement retention labels and compliance controls.
• Support legal hold and eDiscovery integration requirements.
• Build reporting for compliance and security monitoring.

Migration Engineering

• Develop migration and validation tooling.
• Support migration of approximately one million documents from Passport.
• Implement reconciliation and reporting processes.
• Design resilient bulk-processing capabilities.
• Support cutover, migration waves, and hypercare activities.

Platform Foundation for Legal Front Door

• Build reusable APIs and orchestration services.
• Support future Copilot Studio intake agents.
• Support future matter-creation workflows.
• Implement reusable services that can later be consumed by AI agents.
• Develop foundational services enabling future Legal Front Door capabilities.

• 7+ years engineering Microsoft-based enterprise platforms.
• 5+ years of SharePoint Online engineering experience.
• Strong experience with:
• Microsoft Graph
• Power Automate
• Power Apps
• Azure Functions
• REST APIs
• Entra ID
• PowerShell
• CI/CD
• Git
• Experience building enterprise workflow and automation solutions.
• Experience implementing document-management platforms.
• Experience designing and implementing enterprise integrations.
• Experience building scalable provisioning and lifecycle-management services.
• Experience working independently in greenfield environments.

Preferred Qualifications

• Microsoft Copilot
• Copilot Studio
• Microsoft Purview
• Information Governance
• Legal Technology
• Legal Operations
• iManage
• NetDocuments
• Knowledge Management Platforms
• AI-enabled enterprise search
• Document-management migrations
• Azure AI services

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