Remote Estate Planning Case Manager

PJI Law, PLC; Washington (District of Columbia); Hybride; USD 12 000 - 15 000; Plein temps

Résumé du poste

PJI Law, a boutique, busy law firm in the Washington, DC area, seeks a Remote Case Manager in our Estate Planning Department. This role is fully remote, offering training and growth for an achiever with a strong work ethic.

You will coordinate with an attorney, drafter, and other staff to move matters forward, communicate with clients, schedule appointments, and manage documents using Lawmatics. Prior legal experience is preferred but not required.

Qualifications

• Excellent organizational skills and the ability to closely follow established policies and procedures.
• Strong written and verbal communication skills, including impeccable spelling and grammar.
• The ability to prioritize tasks, track deadlines, and follow through consistently.
• Proficiency in Microsoft Word and Excel.
• The ability to learn new software and technology, including Lawmatics.
• The ability to remain focused and productive throughout the workday in a remote environment.
• Experience in the legal field, particularly estate planning, client service, or case coordination, is preferred but not required.

Responsabilités

• Communicating with clients throughout the estate planning process, including sending welcome emails, responding to emails and phone calls, and providing timely follow-up.
• Scheduling client appointments, document reviews, and signing ceremonies, and sharing drafts and completed documents with clients.
• Helping create and implement communications and workflows in Lawmatics, using automated messages, reminders, and tasks alongside personal follow-up.
• Supporting clients enrolled in the firm’s Diligence Plan by coordinating appointments, document updates, and signing arrangements.
• Tracking case progress, identifying delays and overdue deliverables, and coordinating with team members to keep matters on track.
• Providing weekly updates on completed work, current priorities, and upcoming appointments and deliverables.
• Preparing and sharing PDFs of signed or updated documents and coordinating closing communications.

Connaissances

Communication skills

Organizational skills

Task prioritization

MS Word

MS Excel

Learn new software

Remote work productivity

Legal experience

Outils

Lawmatics

Description du poste

PJI Law, a boutique, busy law firm in the Washington, DC area, seeks a Remote Case Manager in our Estate Planning Department. This role is fully remote, offering training and growth for an achiever with a strong work ethic.

You will coordinate with an attorney, drafter, and other staff to move matters forward, communicate with clients, schedule appointments, and manage documents using Lawmatics. Prior legal experience is preferred but not required.