Legal Assistant

• Review newly signed representation agreements and verify completeness and accuracy
• Categorize matters by case type, including divorce, custody, prenup, and postnup
• Review newly opened matters before transitioning them to the Legal team
• Review historical matters and update records with required data
• Confirm assignments to appropriate attorneys or legal team members
• Enter and maintain case and matter information in Clio
• Record and verify payment, deposit, and third-party payment information
• Maintain required third-party forms and supporting documentation
• Ensure required ongoing-payment information is captured
• Identify missing, inconsistent, or unclear information and obtain clarification
• Escalate issues to prevent incomplete information from progressing
• Add or update case subcategories and classifications
• Verify assignments, fields, and required questions
• Follow up on discrepancies or incomplete historical matter information
• Communicate professionally through email, Microsoft Teams, and internal channels
• Maintain consistency and accuracy across historical and newly opened matters
• Communicate regularly with Sales and Legal teams regarding matter setup and documentation

• English Only position with strong written English communication skills required
• Previous experience in a legal assistant, legal administrative, legal intake, case administration, data entry, records management, or administrative support role is preferred
• Legal experience is beneficial, but strong administrative and data management experience will also be considered
• Comfortable working in a primarily administrative and data entry focused environment
• Able to manage a high volume of matters while maintaining accuracy and organization
• Comfortable reviewing records, identifying inconsistencies, and following up internally for clarification
• Able to prioritize urgent new matter assignments while progressing longer term administrative projects
• Comfortable working independently with minimal supervision
• Proficiency with Clio, SharePoint, Microsoft Teams, and Microsoft Outlook
• Exceptional attention to detail and accuracy
• Strong organizational and time management skills
• Excellent written English and professional communication skills
• Strong data entry and records management abilities
• Ability to identify missing, inconsistent, or unclear information
• Proactive approach to resolving administrative gaps
• Strong prioritization skills and ability to manage multiple matters simultaneously
• Comfortable asking clear and timely clarification questions
• Ability to follow established processes and maintain consistent data standards
• Strong independent work ethic and ability to manage workload effectively
• Comfortable working with case management and administrative systems
• Ability to work efficiently without compromising accuracy

• Remote job opportunity
• Great Place to Work Certification workplace