Legal Inventory Data Analyst – Dashboards

S; Plano (TX); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Company-paid life insurance

401(k) with employer match

Job summary

Scott & Associates, PC in Plano, TX is seeking a Reporting Analyst – Legal Inventory to pull and clean inventory data from our case-management system, build Excel dashboards, and track case stages and inventory trends.

Responsibilities include using VLOOKUP/XLOOKUP, INDEX/MATCH, PivotTables to match data and spot errors, and to produce clear reports on inventory status. Strong English communication and confidentiality are essential.

Qualifications

• 2+ years of experience in a data-focused role.
• Proficient in Microsoft Excel (VLOOKUP/XLOOKUP, INDEX/MATCH, PivotTables).
• Comfortable using online databases and legal case-management software.
• Strong analytical skills—can spot patterns and explain them simply.
• Good written and spoken English.
• Self-motivated, detail-oriented, and able to juggle multiple tasks.
• Works well with others and maintains confidentiality of sensitive information.
• Nice to have: experience in a legal office; medical/dental/vision insurance eligibility; 401(k) with employer match.

Responsibilities

• Pull and clean inventory data from our case-management system.
• Use Excel functions (VLOOKUP, XLOOKUP, INDEX/MATCH, PivotTables) to match data and spot errors.
• Build straightforward Excel dashboards that display case stages and closure rates.
• Track team performance, flag delays, and suggest quick fixes.
• Produce clear, concise reports on case status and inventory trends.
• Keep a simple log of how reports are created and update it when needed.
• Assist with file reviews and status updates when requested.
• Carry out other tasks assigned by the Legal Case Manager.

Skills

Data analysis

Attention to detail

Communication skills

Team collaboration

Confidentiality

Tools

Excel (VLOOKUP, XLOOKUP, INDEX/MATCH)

Case-management software

Job description

Scott & Associates, PC in Plano, TX is seeking a Reporting Analyst – Legal Inventory to pull and clean inventory data from our case-management system, build Excel dashboards, and track case stages and inventory trends.

Responsibilities include using VLOOKUP/XLOOKUP, INDEX/MATCH, PivotTables to match data and spot errors, and to produce clear reports on inventory status. Strong English communication and confidentiality are essential.