Legal Assistant, Legal Case Documentation

This is a fully remote position, open to applicants in Brazil, +1 more country.

📋 Description

• Assist in the transition of new legal matters from the Sales department to the Legal department.

• Ensure that newly signed matters are accurately allocated, appropriately categorized, and comprehensively documented within the firm's systems.

• Review historical matters, update records, and uphold consistent and precise database information.

• Maintain regular communication with Sales and Legal team members regarding the setup and documentation of matters.

• Identify discrepancies or incomplete information and follow up internally for clarification.

• Verify assignments, fields, required questions, payment details, third-party forms, and supporting documentation.

• Add or modify case subcategories and relevant classifications.

• Escalate issues to prevent the progression of incomplete information through the process.

• Enter and maintain accurate case and matter information in Clio.

• Confirm that new matters are assigned to the correct attorney or legal team member.

• Review newly opened matters for completeness prior to their transition to the Legal department.

• Categorize matters by case type, including divorce, custody, prenup, and postnup.

• Review newly signed representation agreements for completeness and accuracy.

⛳️ Requirements

• This is an English-only position requiring strong written English communication skills.

• Previous experience in roles such as legal assistant, legal administrative support, legal intake, case administration, data entry, records management, or administrative support is preferred.

• While legal experience is advantageous, strong administrative and data management experience will also be taken into account.

• Comfortable working in a predominantly administrative and data entry-focused environment.

• Capable of managing 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.

• Proficient in 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 abilities.

• Robust data entry and records management skills.

• Ability to identify missing, inconsistent, or unclear information.

• Proactive in addressing administrative gaps.

• Strong prioritization skills and the capacity to manage multiple matters simultaneously.

• Comfortable asking clear and timely clarification questions.

• Ability to adhere to established processes and maintain consistent data standards.

• Strong independent work ethic and effective workload management abilities.

• Comfortable working with case management and administrative systems.

• Ability to work efficiently without compromising accuracy.

🏝️ Benefits

• Opportunity to work in a dynamic legal environment.

• Professional development and growth opportunities.

• Competitive salary and benefits package.