Paralegal
Wilson Legal
Cumming, GA US
Posted ago
Wilson Legal

PARALEGAL JOB DESCRIPTION

A paralegal's job is to support the attorney they serve. This firm is a growing boutique firm in the north metro area. We are building a team of people who share our same mission: to improve the lives of each person who contacts our firm and to help make each client’s wishes come true so that they can live their best lives and leave the legacy they’d like to leave.

We want to help more people in the coming years and are looking to add at least two more people this year and a third and fourth next year.

Your experience here will be different from a big firm experience because the paralegal here will not have other support staff initially. Your job duties will include tasks outside your job description such as job duties delegated to legal secretaries or file clerks. We also cross-train our staff so we can cover for each other when someone is absent.

You will be drafting, mailing, scanning, filing, following up with clients related to information needed for their plans, status of cases, and appointments, following up with courts on deadlines and schedules, and managing the day-to-day emergencies and changes that occur. You will also assist in maintaining our project database so that we can view at all times the status of each case. You will open files and enter information in the appropriate software and close files and enter information in the appropriate software. You will track supplies and order replacement supplies as we get low and keep an updated vendor list of the suppliers we use. You will assemble estate planning portfolios and learn to give delivery meeting talks with clients. You will serve as a witness at signing meetings which occasionally require off-site meetings. You will need to know how to direct people to get to our office too including the willingness to walk out front and wave. You will also be the hostess for clients coming into the office for meetings. You will log your hours when working on client files and also log hours serving as a backup receptionist and intake specialist. You may be asked to assist with interviews for additional team members with the firm.

This may seem like a lot of work and it is. We plan to hire a legal secretary to support you in the next 90 days. We ask our employees to log the time they spend doing various tasks each day so that we know when we have enough work to support hiring another staff member.

Working for this firm may result in an increase in your daily happiness because you literally feel what it's like to make someone else's life better every day.

Responsibilities

PARALEGAL SCORECARD

(The Scorecard is how you know that you are successful at your job.)

The mission of the Paralegal: Manage all drafting and client communications as possible without giving legal advice so that the managing attorney can focus on bringing in more business and/or hiring more team members for marketing and sales.

OUTCOMES

Meeting Current Deadlines: Meeting deadlines for drafting; managing outsourced services and ensuring deadlines are met; scheduling/doublechecking court deadlines; calendaring time to draft and prepare for court or filing deadlines; calendaring time for you to draft and for an attorney to review;

Making the position more efficient: Creating templates and checklists for documents frequently used. Creating procedures to follow for each repeated task in a workflow.

Communication: Communication with Attorney – weekly after onboarding for all current and future tasks. Client communication: Create emails which can be sent automatically to give updates. Until we have automated or template emails to send, calling each client to give timely updates on a monthly basis.

Recording Time Daily: Recording time for all tasks in our office management system. With monthly goal of 120 hours (billable & nonbillable). 

Qualifications

COMPETENCIES

Attitude: Eager, organized, not easily flustered, and efficient.

Experience: RECENT PARALEGAL EXPERIENCE: 3+ (2 is ok) years of experience as a paralegal and/or a certificate in the area of paralegal studies. 

Technology and Software: RECENT Microsoft File Explorer, Microsoft Office including Word, Excel, Outlook, and PowerPoint and file types including PDF and JPG

Compensation
$34,125 - $40,950 yearly
About Wilson Legal

Wilson Legal is an estate planning and elder law firm with the purpose to improve the lives of anyone who reaches out for our help. We help make wishes come true through planning. Using innovation and common sense, we create solutions and assist with the implementation of the solutions. Our team is responsive and polite. Our processes are efficient and complete. We team up with other professionals to ensure that each client is equipped with the connections and instructions to be successful. Wilson Legal is where planning meets peace of mind. Many clients come from happy client referrals. Being part of our team is being part of the success of clients' experiences. Do you want to join our team?

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