Paralegal

Responsibilities Client Focused Tasks

• Interact with clients and build relationships with them by phone, email, and in person: providing more and better communication with clients; strengthening the relationship between the client and the firm; information gathering from clients; meeting with clients to review estate planning documents
• Advocate internally for their clients to ensure that their clients’ timelines and goals are being met
• Set and adhere to internal case timelines (in ) to ensure that progress on the representation is being made
• Schedules client calls and meetings: ensures that their calendar, and their attorneys’ calendars, are accurately maintained and organized in a logical and efficient manner
• Interacts with the courts and administrative agencies regarding filings and recorded documents: acts at the courts’ primary point of contact with the firm for all administrative and scheduling issues
• Draft correspondence and/or form-based estate planning documents or letters to clients/others
• Proofread the attorney and case coordinator's work product

• Keep attorneys’ calendars and send reminders: ensures that the attorneys’ work days are organized in a logical and efficient manner
• Prepare and send legal correspondence as directed by attorneys: puts documents initially drafted by attorneys into final form, ready to be delivered to clients
• Organize the attorneys’ files: ensure that the attorney has all of the relevant materials ready when the attorney has meetings or signings

• Enters their own time and billing data contemporaneously with adequate detail (per Time Reporting and Timekeeping PSP)
• Make copies/scans of documents
• Assist with Policies and Procedures

• Ability to stay motivated and focused while working independently
• Capacity to synthesize new information quickly
• Excellent organizational skills
• Highly effective written and verbal communications; ability to summarize information clearly and concisely
• Internet research and investigation skills
• Ability to follow directions and procedures
• Ability to prioritize workload and assignments, and meet deadlines for multiple, simultaneous projects

$25 - $35 hourly

Who We Are:

We are a probate and elder law firm that is on track for aggressive growth, and we need motivated, experienced team members to work directly with the owners and attorneys to support the team and help clients.

Similarly, we’re big believers in the importance of creating and fostering the client relationship. We’re not the type of people who try to handle everything over email – because frequently, it doesn’t work as well as a phone call, it’s not as personal, and law is a service industry.

We are a client and goal-focused firm known for educating and empowering clients to make informed choices, and for helping clients navigate the legal process and court system by supporting the whole person. We have a reputation for being effective and efficient.