Paralegal - Forensics Support and Document Management

Overview

A well-established firm with over 40 years of experience providing Tax, Accounting, Assurance, and Advisory services is seeking a Paralegal to join their team. The organization has a strong commitment to community involvement and professional growth, recently joining a larger platform to enhance innovation and expansion.

Responsibilities

• Prepare cover letters and engagement letters.
• Set up new clients in systems such as CCH, Teams, and Litigation files.
• Intake, organize, scan, and accurately file all incoming documents.
• Send initial document requests to clients and attorneys according to case schedules.
• Proactively follow up on missing documents and escalate issues to case managers before deadlines.
• Maintain and annotate document logs for discovery requests.
• Track status of document requests and oversee production and discovery responses and timelines.
• Communicate proactively with the litigation team regarding document status.
• Produce documents for attorneys in a timely manner when received directly from clients.
• Keep case managers and calendars updated with new information and status changes.
• Organize and maintain case notes and files.
• Proofread and produce final reports, including editing, printing, binding, and sending.
• Prepare exhibits, reports, and other supporting documentation accurately and timely.
• Maintain the contact management system.
• Provide backup support to other administrative areas as needed.
• Perform other duties as assigned.

Requirements

• High school diploma or GED.
• Minimum of 2 years experience in a legal assistant role.
• Basic understanding of family law and civil procedure preferred.
• Paralegal certification is a plus.

Compensation & Benefits

• Medical, dental, and vision insurance.
• Hybrid work opportunities or 100% remote work depending on location.
• Generous paid time off package.
• 401(k) matching.
• Company-sponsored activities and events.
• Career and growth opportunities for interested team members.

Location

San Antonio, TX, with options for hybrid or remote work depending on location.