Paralegal

ATKG; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

ATKG in San Antonio, Texas, is seeking a Forensics Concierge as a team support specialist and workflow coordinator. This role involves client onboarding, proactive project management, and maintaining case files and billing summaries.

The ideal candidate will have a Bachelor’s degree or equivalent work experience, alongside 2 years in administrative roles. Proficiency in Microsoft Office Suite and strong communication skills are essential for success in this position.

Qualifications

• Proficient knowledge of Microsoft Office Suite and Adobe Acrobat.
• Ability to keep client and other professional matters confidential.
• Strong attention to detail and analytical skills.
• Excellent at prioritizing and organizing efficiently.
• Strong verbal and written communication skills.

Responsibilities

• Client onboarding, including conflict checks and preparation of engagement letters.
• Manage intake and organization of case documents.
• Prepare monthly billing and billing summaries.
• Monitors production and discovery responses and timelines.

Skills

Microsoft Office Suite proficiency

Attention to detail

Strong verbal communication

Strong written communication

Organizational skills

Education

Bachelor’s degree or equivalent work experience

2 years of experience in administrative or customer service roles

Tools

Adobe Acrobat

Job description

The Forensics Concierge is a team support specialist and workflow coordinator. This role is a key part of the Forensics, Litigation and Valuation team, utilizing project management and communication skills. The ideal candidate will be able to work and communicate both internally with the team and externally with clients and attorneys’ offices.

Duties/Responsibilities

• Client onboarding, including conflict checks, preparation of engagement letters and set up of new clients.
• Maintains and files updated client contact information such as address changes, key contact changes across practice management and CRM systems.
• Facilitate proactive project management to enable the team to meet internal and external deadlines.
• Keep case managers and calendars up to date on new information and status changes.
• Manages intake and organization of case documents. Follow up on information needed from clients, in coordination with Manager.
• Coordinates transmission of deliverables to client.
• Responsible for new client set up.
• Maintain and annotate document inventory for discovery requests.
• Monitors production and discovery responses and timelines and communicate proactively with the team.
• Organize and maintain case notes and files.
• Prepare monthly billing and billing summaries.
• Proof and produce final reports (edit, proof, compile in Adobe, send securely, etc.).
• Prepares exhibits and reports and other supporting documentation accurately and timely, as needed.
• Maintains contact management system.
• Maintains electronic library, subscriptions and files with assistance from the team.
• Other duties as assigned.

Required Skills/Abilities

• Proficient knowledge of Microsoft Office Suite and Adobe Acrobat.
• Ability to keep client and other professional matters confidential.
• Strong attention to detail and analytical.
• Excellent at prioritizing and organizing efficiently.
• Strong verbal and written communication skills.

Education And Experience

• Bachelor’s degree or equivalent work experience
• 2 years’ experience in accounting, administrative, customer services or hospitality experience preferred.
• Basic understanding of family law and civil procedure is a plus, but not required.