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Legal Case Manager

Burch Law PLLC
locationDallas, TX, USA
PublishedPublished: 6/14/2022
Legal
Full Time

Job Description

Job 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 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, be skilled at drafting documents, and enjoy 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!

Compensation:

$55,000 - $62,000 yearly

Responsibilities:

  • 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
  • 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, 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 types and meeting deadlines
  • Providing clients with 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

Qualifications:

  • 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

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

About Company

We are a diverse, progressive-minded, woman-owned law firm with a passion for helping people from all walks of life, whether they are families, individuals, or parents, who identify as LGBTQ, no matter their net worth, age, or stage of life. We primarily focus on Estate Planning, Probate, and Business Law. We are located in North Dallas.

Compensation & Benefits:

  • Initial compensation will be based on prior experience and current pay. Raises will be based on job performance.
  • This position is NOT remote.
  • Health insurance and retirement options.
  • Option to occasionally work remotely.
  • The Firm provides paid holidays and generous paid time off (PTO).
  • PLEASE NOTE: Salary range includes potential performance bonuses. Base salary will be lower, but total compensation will be at least in the range listed, if not higher, depending on the candidate's and team's performance. Meaning: YOU are in control of making more money!
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