Closing Legal Assistant Lead

The Husband & Wife Law Team; Phoenix (AZ); Presencial; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay with growth potential

Health insurance

401(k) with company matching

Paid time off & paid family leave

Health savings account (HSA)

Team appreciation events

Descripción de la vacante

The Husband & Wife Law Team is seeking a Closing Team Lead to guide the daily operations of our closing team. You will supervise paralegals and virtual assistants, ensure tasks are completed on time, and coordinate with the Manager to optimize workflows and training.

This role requires strong leadership, confidentiality, and proficiency with our legal systems. You will mentor staff, review time records, and contribute to closing procedures while maintaining collaborative communication with

Formación

• Strong working knowledge of legal closing workflows, case management systems, task management, and quality review practices.

Responsabilidades

• Maintain daily team presence by checking in with the full team at least once each day and confirming priority needs.
• Serve as the first point of contact for task questions, CMS issues, workload concerns, and paralegal‑related issues; escalate to Manager when needed.
• Update the out-of-office calendar for call‑outs and coordinate communication with the Manager or lead.
• Review and approve virtual assistant Timeproof records and timecards; assist with Manager's timecard process.
• Conduct weekly one‑on‑one meetings with virtual assistants to review reporting and task lists; reinforce Lawboards adoption.
• Deliver Outlook training and coordinate trainer scheduling with Manager approval.
• Participate in candidate interviews as requested.
• Review initial DSBs for new closers and provide timely feedback.
• Review reduction letters for new closers and provide feedback; coordinate backup support.
• Pull the Closing SRL report weekly and identify potential case closures with Manager.
• Draft and update Closing procedures for management review and approval.
• Contribute to bi‑monthly team meetings with insights from weekly one‑on‑ones; backup to Manager when needed.
• Communicate completion of requests and escalate when more support is needed.

Conocimientos

Team leadership

Coaching

Communication

Organization

Confidentiality

Outlook

Time management

Timeproof

ADP

DOMO

Lawboards

Herramientas

Outlook

ADP

Timeproof

DOMO

Lawboards

Legal case management system

Descripción del empleo

About Us

For nearly 30 years, The Husband & Wife Law Team has set the standard in personal injury law through exceptional client service and legal results. Our mission is to thoughtfully guide people through adversity toward their best possible outcomes, driven by a passionate team and a system built to empower and evolve. We bring our community to work every day—honoring excellence, supporting local causes, and hosting meaningful events. If you're ready to make an impact alongside a collaborative, values-driven team,

About Us

For nearly 30 years, The Husband & Wife Law Team has set the standard in personal injury law through exceptional client service and legal results. Our mission is to thoughtfully guide people through adversity toward their best possible outcomes, driven by a passionate team and a system built to empower and evolve. We bring our community to work every day—honoring excellence, supporting local causes, and hosting meaningful events. If you're ready to make an impact alongside a collaborative, values-driven team,

Key Responsibilities

• Maintain daily team presence by checking in with the full team at least once each day and confirming priority needs before moving to individual work or projects.
• Serve as the first point of contact for task questions, CMS issues, workload concerns, and paralegal‑related issues; elevate matters to the Manager when needed.
• Update the out-of-office calendar for call‑outs, notify paralegals, and coordinate communication with the Manager or other lead.
• Review and approve virtual assistant Timeproof records and team timecards; provide backup support for the Manager's timecard process.
• Conduct weekly one‑on‑one meetings with virtual assistants to build rapport, review DOMO reporting, examine task lists, address work older than 48 hours, and reinforce full Lawboards adoption.
• Create and maintain Outlook training schedules, secure Manager approval, notify participants, confirm trainers at least one week in advance, and lead training activities.
• Deliver the in‑person Train Rides presentation for new hires and participate in candidate interviews as requested.
• Review initial DSBs for new closers and provide timely, specific feedback.
• Review all reduction letters for new closers and provide feedback, coordinating backup support when needed.
• Pull the Closing SRL report each Monday, identify potential case closures, and complete the assigned portion of month‑end review in partnership with the Manager.
• Draft and update Closing procedures for management review and approval.
• Provide input for bimonthly team meetings based on trends and opportunities identified during weekly one‑on‑ones; serve as backup to the Manager when requested.
• Communicate completion of requests, elevate early when additional support is needed, and promptly relay significant team, workload, pay or paralegal concerns to management.

Leadership Expectations

The Closing Team Lead is expected to model initiative, ownership, sound judgment, and alignment with management direction. The role requires a team‑first mindset, consistent follow‑through, and respectful communication.

• Prioritize team needs and operational responsibilities before personal closing tasks. Personal tasks may be redistributed when necessary to protect team priorities.
• Partner closely with the Closing Manager and confirm at the end of each day whether additional support is needed before leaving.
• Support management decisions publicly and raise concerns privately and respectfully.
• Respond promptly to team and management requests and communicate when work is complete.
• Build rapport with each team member while maintaining appropriate leadership boundaries and confidentiality.
• Provide DSB and letter review feedback within 48 hours. If the deadline cannot be met, notify the Manager in advance and request support.
• Prepare trainee work the day before or the morning of training to support productivity and a consistent learning experience.
• Become a subject matter expert in Closing tasks and proactively request additional training whenever a process is unclear.
• Obtain management review and approval before introducing new training materials or process changes.
• Practice 'vent up' communication by directing leadership or administrative concerns to management rather than sharing them with direct reports or other team members.
• Validate information, consider alternatives, and seek appropriate input before finalizing key decisions.

Core Qualifications

• Strong working knowledge of legal closing workflows, case management systems, task management, and quality review practices.
• Demonstrated ability to coach, train, and support team members with patience, consistency, and accountability.
• Ability to review DSBs, reduction letters, reports, and time records accurately and provide clear, actionable feedback.
• Strong organization and follow‑through, including the ability to manage schedules, deadlines, escalations, and competing priorities.
• Clear written and verbal communication skills with sound judgment regarding confidentiality and escalation.
• Comfort using Outlook, ADP, Timeproof, DOMO, Lawboards, and a legal case management system, or the ability to learn comparable systems quickly.
• A team‑first leadership approach with a willingness to remain hands‑on and support changing operational needs.
• Personal injury, legal operations, closing, or comparable high‑volume case experience strongly preferred.
• Prior lead, training, quality assurance, or people‑support experience preferred.

Why Join Us?

At The Husband & Wife Law Team, you’re not just taking a job, you’re joining a mission. We’re a family‑run firm with nearly 30 years of experience helping people navigate tragedy and recovery. Our work is personal, purposeful, and rooted in compassion. We’re proud to be a Certified Great Place to Work® five years in a row and a Top Workplace since 2022. But what makes us special is how we live our values every day. We believe in building a culture where every team member is supported, empowered, and celebrated—because that’s how we deliver the best outcomes for our clients. You’ll be part of a team guided by core values. These aren’t just words on a wall, they shape every decision, conversation, and client experience.

What We Offer

• Competitive pay with growth potential
• Health, dental, vision, and life insurance
• 401(k) with company matching
• Paid time off & paid family leave
• Health savings account (HSA)
• Team appreciation events, employee discounts & much more

Whether you’re here to grow your career, make a difference, or be part of something bigger, we’ve built a place where you can do meaningful work and love the team you're doing it with.

Learn more about our values, culture, and how we give back at: husbandandwifelawteam.com/join-our-team