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Legal Case Manager

2 months ago

Dallas, United States Burch-Law.com Full time
Description

Our law firm is seeking an organized, self-starter to join our team as a Legal Case Manager and work alongside attorneys to achieve our clients' goals. We are searching for someone who truly believes in working as a team, is incredibly organized, and is self-motivated. Our ideal applicant will have experience in case management, is skilled at drafting documents, and enjoys engaging with clients, even if they are going through a difficult time. Experience in estate planning and probate is a Huge plus If you are looking to take your job in the legal industry to the next level without passing the bar exam while having a big impact, please apply today

Responsibilities

• Gathering information from clients
• Working with an attorney to draft estate planning and probate documents
• Reviewing and delegating client changes
• Updating drafted documents
• Providing clients with documents for review for accuracy and for missing information and clarification
• Preparing clients and witnesses for probate hearings
• E-Filing documents with the courts
• In-office meetings with clients. Notarizing documents
• Communicating with court departments and county offices
• Maintaining original documents and transmitting them to the courts
• Maintaining a cadence of case type and meeting deadlines
• Providing clients updates along with the entire case life
• Communicating with third parties to facilitate case wrap-up
• Applying for EIN numbers from IRS.gov
• Participating in signing ceremonies for estate planning documents
• Organize and maintain all case files, and information concerning engagement, whether electronic or paper, in accordance with the law firm policies
• Communicate case status with clients and outside counsel as requested
• Assist attorneys with all aspects of case management, including docketing deadlines, billing, and providing reminders as necessary
• Assess legal documents to assure compliance to all legal requirements
• Coordinate between attorneys, staff, and outside vendors to manage the law firm's case load, present case summaries/updates, and ensure that deadlines are met

Qualifications

Our preferred candidate:
• Has a Great personality and a sense of humor
• Wants a long-term position
• Has great phone etiquette and enjoys communicating with clients on the phone
• Experience in a law firm, especially in the practice areas of estate planning and probate is a huge plus
• Shows compassion when dealing with clients and has a talent for winning their confidence and respect
• Is willing to work hard to see that clients receive top-notch service and results
• We are looking for someone who has character, intelligence, and integrity; and someone who contributes positively to the atmosphere within the office
• No one who takes themselves too seriously, thinks that scanning a document is beneath them, and will wash their own coffee cup.
• Someone who believes in civil rights and equality for all
• Must live in the Dallas area
• Exceptional organizational skills as well as effective communication skills, both written and oral are needed
• Comfortable with computer programs, such as spreadsheet presentation, word processing, and case management software
• Professional case management process experience is needed - preferably as a personal injury case manager, or related jobs such as legal assistant, legal secretary, or paralegal, at a non-profit, law firm, or human services agency
• Be a self-starter and able to effectively manage multiple matters at once
• Legal research and legal document drafting experience is critical