Legal Case Manager
Burch Law
Dallas, TX US
Posted ago
Burch Law

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 and 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!

Must live in the Dallas area.

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 and for missing information and clarification.
  • Preparing clients and witnesses for probate hearings.
  • E-Filing documents with the courts.
  • In-office meeting 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.

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.
  • 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.

Compensation
$42,000 - $49,000 yearly
About Burch Law

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 the net worth, age, and stage of life. We primarily focus on Estate Planning, Probate, and Business Law. We are located in North Dallas.


Performance-based bonuses and incentives throughout the year:

  • Unlimited PTO (paid time off)
  • Work from home options
  • Health insurance
  • Retirement with employer match

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