- Competitive compensation and benefits packages
- Continuous professional development and learning opportunities
- Regular engagement activities and events
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LEGAL INTAKE & LITIGATION CASE MANAGER
Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and be #DecidedlyDifferent!
ROLE OVERVIEW
We are looking for a Legal Intake & Litigation Case Manager to be part of our team.
MAIN RESPONSIBILITIES
He/She shall perform duties and responsibilities including, but not limited to the following:
Client Intake & Onboarding
- Coordinate and complete client intake forms and collect relevant client, matter, and billing information.
- Follow up with clients regarding outstanding information and documentation.
- Prepare retainer agreements using approved templates and coordinate their execution.
- Follow up with clients regarding outstanding retainers and facilitate and track the collection of initial retainer funds.
KYC & Conflict Procedures
- Collect and review client identification and verification information in accordance with applicable requirements and internal policies.
- Coordinate conflict checks and ensure all required intake and compliance documentation is completed before a file is opened.
Litigation & Case Management
- Manage and monitor multiple active and time-sensitive litigation matters from file opening through resolution.
- Maintain a comprehensive understanding of the status, history, key issues, required documentation, upcoming steps, and outstanding action items for each assigned matter.
- Proactively identify and address required follow-ups to support the timely progression of matters.
Task & Workflow Management
- Maintain a structured and prioritized daily task list based on procedural requirements, urgency, and upcoming deadlines.
- Monitor completion of assigned tasks and take proactive steps to prevent unnecessary delays in the progression of matters.
- Track limitation periods, procedural deadlines, court appearances, examinations, mediations, discoveries, and other key dates.
- Maintain accurate calendars and deadline-management systems.
- Coordinate reminders and follow-ups with the litigation team.
Client Communication & Follow-Up
- Establish and maintain proactive and professional communication with clients through telephone, email, and other written correspondence.
- Respond to client inquiries within established response times.
- Provide procedural guidance regarding required documentation, upcoming steps, and deadlines.
- Conduct regular follow-ups to collect outstanding information and documentation and keep clients appropriately informed regarding the status and progression of their matters.
Legal Documentation & Discovery
- Prepare, format, review, and file court forms, pleadings, motion materials, affidavits, affidavits of documents, notices, requisitions, and other litigation documents under the supervision of clerks and counsel.
- Assist with documentary discovery, including collecting, reviewing, organizing, coding, and producing documents.
- Prepare affidavits of documents and schedules, maintain production databases, and coordinate undertakings, refusals, and related follow-ups.
Court Filing & Matter Coordination
- Coordinate the filing and service of court materials within prescribed deadlines.
- Communicate with process servers, court offices, and other service providers.
- Maintain accurate records of filings, service, and related confirmations.
- Coordinate with clients, opposing counsel, experts, court reporters, mediators, and other third parties.
- Schedule discoveries, mediations, motions, and other litigation events.
- Assist with the preparation and organization of hearing, mediation, and trial materials.
Case Records & Reporting
- Accurately record client and matter information and document material case activities, communications, deadlines, tasks, and developments in Clio.
- Ensure relevant correspondence, pleadings, evidence, and other documents are securely stored and appropriately organized within applicable client and matter files.
- Ensure records remain complete and current.
- Work closely with lawyers, clerks, and other members of the litigation team to support case assessments, strategic reviews, settlement discussions, procedural steps, and file closures.
- Escalate missed or at-risk deadlines, overdue tasks, client concerns, procedural issues, and workflow inefficiencies to the supervising lawyer or appropriate team member.
REQUIREMENTS
- Prior experience working in litigation or legal case management is required.
- Strong written and verbal communication skills.
- Strong organizational, time-management, and prioritization skills, with the ability to manage multiple active matters and competing deadlines.
- Demonstrated attention to detail and the ability to maintain accurate, complete, and well-organized client and matter records.
- Strong client-service skills and the ability to communicate professionally and proactively with clients, lawyers, and other stakeholders.
- Ability to work independently, exercise sound judgment, and proactively identify outstanding tasks, deadlines, and required follow-ups.
- Experience with Clio is considered an asset.
- Must be willing to work at 6th floor Tower 1, Rockwell Business Center Ortigas, Pasig City.