Paralegal - Intake & Litigation Support

Walkup, Melodia, Kelly & Schoenberger; San Francisco (CA); Remote; USD 60.000 - 85.000; Vollzeit

Benefits dieser Stelle

Health benefits

Dental benefits

Vision benefits

FSA benefits

Zusammenfassung

Walkup, Melodia, Kelly & Schoenberger is seeking a Paralegal for Intake and Litigation Support to handle new client intake, organize case documents, and assist with discovery and deadlines. The role emphasizes attention to detail, empathy in client communications, and strong organization skills in a fast-paced legal environment.

The successful candidate will work primarily remotely following initial onsite training, with one month onsite training, and will support attorneys across matters

Qualifikationen

• College degree or paralegal certificate required.
• 2-3 years of relevant legal experience required.
• Experience with intake and elder abuse matters is a plus.
• Ability to communicate clearly and empathetically with clients.
• Familiarity with CRM and case management systems.
• Knowledge of court filing and e-filing procedures.

Aufgaben

• Handle initial client intake and information gathering.
• Draft discovery-related materials for attorney review.
• Coordinate with attorneys on deadlines and case needs.
• Organize and review client documents and records.
• Maintain schedules, deadlines, and calendaring.
• Communicate with clients to obtain information and documents.

Kenntnisse

Client intake

CRM systems

Litigation support

Communication skills

Attention to detail

Time management

Organization

Team collaboration

Ausbildung

College degree

Paralegal certificate

Tools

Microsoft Office

Case management software

e-filing knowledge

Jobbeschreibung

Paralegal - Intake and Litigation Support

Position Status: Full-Time

Classification: Salary Non-Exempt

Schedule: 35-Hour Work Week

Work Arrangement: Remote following initial onsite training

POSITION SUMMARY

We are seeking an experienced Paralegal to join our team with significant responsibility for new client intake, case evaluation support, and litigation assistance.

This position requires exceptional attention to detail, sound judgment, strong organizational and critical-thinking skills, and the ability to communicate with prospective and existing clients clearly, succinctly, professionally, and empathetically.

The Paralegal will work directly with prospective clients to gather and document relevant facts, review records and supporting documents, identify parties and potential legal issues, and maintain complete and accurate information within the Firm's CRM/case management system.

The position will also provide litigation and attorney support, including discovery preparation, document organization, deadline management, client communication, and other case-related responsibilities.

The successful candidate must be comfortable managing multiple priorities in a fast-paced legal environment while maintaining a high level of accuracy, professionalism, confidentiality, responsiveness, and empathy.

PRIMARY RESPONSIBILITIES

New Client Intake

• Handle initial contact with prospective clients and gather the information necessary for attorneys to evaluate potential cases.
• Communicate with prospective clients professionally, succinctly, and empathetically, recognizing that many may be dealing with significant financial loss or difficult personal circumstances.
• Ask effective follow-up questions to identify key facts, parties, damages, potential legal issues, deadlines, and other relevant information.
• Enter and maintain complete, accurate, and detailed prospective client information in the Firm's CRM/case management system.
• Receive, review, organize, and follow up on documents and records provided by prospective clients and other sources.
• Assist prospective clients in identifying and obtaining documents, records, and other information necessary for case evaluation.
• Identify relevant parties and determine whether litigation or other legal proceedings have already been filed or are pending.
• Identify missing, incomplete, or inconsistent information and obtain appropriate clarification or additional documentation.
• Recognize potentially significant deadlines, statutes, or other time-sensitive issues and promptly bring them to the attention of the appropriate attorney.
• Participate in prospective client calls or meetings with attorneys as requested.
• Maintain consistent and professional follow-up with prospective clients when additional information or documentation is required.

Litigation and Case Support

• Review case files and prepare draft discovery responses and other litigation-related materials for attorney review.
• Communicate with attorneys regarding case facts, discovery requirements, upcoming deadlines, and matters requiring attention.
• Communicate with clients to obtain information and documents necessary to support their claims and respond to discovery.
• Review and organize client and case documents.
• Maintain awareness of court filing requirements, applicable deadlines, and calendaring requirements.
• Assist with appropriate notifications following settlement.
• Ensure last-minute case costs are promptly approved and communicated to the Accounting Department for inclusion on settlement statements.
• Perform other case-related and attorney support duties as requested.

QUALIFICATIONS

• College degree preferred or paralegal certificate.
• 2-3 years of relevant legal experience required; client intake and Financial Elder Abuse experience are highly desirable.
• Exceptional attention to detail and a demonstrated commitment to accuracy.
• Ability to communicate with prospective and existing clients clearly, succinctly, professionally, and empathetically.
• Proven ability to work effectively with CRM and case management systems is highly desired.
• Familiarity with legal terminology, legal documents, litigation procedures, and applicable Code of Civil Procedure requirements.
• Working knowledge of state and federal court filing requirements, including e-filing and basic litigation procedures.
• Strong proficiency with Microsoft Office, including Word, Outlook, and Excel.
• Excellent verbal and written communication, grammar, spelling, proofreading, and documentation skills.
• Strong critical-thinking skills with the ability to identify missing or inconsistent information and recognize when attorney involvement is necessary.
• Strong organizational, time-management, project-management, and follow-through skills.
• Ability to independently manage multiple high-volume priorities and deadlines without sacrificing accuracy.
• Strong interpersonal and client-relations skills.
• Sound judgment, maturity, tact, and discretion when handling confidential or sensitive information.
• Dependable, responsible, adaptable, and able to work independently while functioning effectively as part of a team.

POSITION DETAILS

• Full-time, non-exempt position.
• Remote position following the initial onsite training period.
• First month of employment will be onsite for training.
• Health, dental, vision, and FSA benefits available.