Triage Paralegal

Overview

Salary: $80,000 – $100,000 | Full-Time | Remote

This role involves serving as the first substantive point of contact for incoming client legal matters, assessing and triaging requests with legal and administrative expertise. The position requires managing intake, scoping, routing, and follow-up of matters to ensure efficient handling and excellent client experience.

Responsibilities

Matter Intake & Scoping

• Manage the intake process for all incoming client matters by reviewing submissions and assessing legal nature and complexity.
• Determine the appropriate path forward for each matter.
• Ask precise clarifying questions to efficiently gather missing information without causing friction.
• Categorize and prioritize matters based on urgency, client tier, subject area, and attorney availability.

Paralegal Work & Direct Handling

• Independently handle standard paralegal tasks such as minor agreement revisions, entity filings, NDA reviews, contract summaries, template population, and document organization.
• Draft correspondence and initial client-facing communications as needed.
• Maintain and update standard document templates under attorney direction.
• Prepare matters for attorney handoff with clear summaries, relevant documents, and recommended next steps.

Routing & Assignment

• Route matters requiring attorney attention to the appropriate person or team, considering complexity, specialty fit, and workload.
• Maintain real-time awareness of attorney capacity and assist in balancing workloads.
• Escalate urgent or ambiguous matters promptly with sufficient context for immediate action.

Tracking & Follow-Up

• Own the matter lifecycle from intake through resolution, maintaining accurate status in the matter management system.
• Proactively follow up with attorneys and clients on open items, pending deliverables, and deadlines.
• Identify stalled matters, surface blockers early, and drive issues to closure.

Client Communication

• Serve as a consistent point of contact for clients regarding matter status, timelines, and next steps.
• Translate legal complexity into clear, plain-language updates for stakeholders at various levels.

Process & Systems

• Collaborate with attorneys and engineering teams to evaluate, build, and refine intake and routing workflows.
• Identify patterns in matter volume, routing, and resolution times to improve operational efficiency.
• Document and maintain standard operating procedures for triage operations as the firm scales.

Requirements

Background & Experience

• Paralegal certificate or equivalent experience; bachelor’s degree preferred.
• 3–5 years of paralegal, legal operations, or closely related experience in a law firm, legal tech, or in-house legal environment.
• Strong legal foundation in commercial contracts and general corporate matters.
• Experience in startup or high-growth environments preferred.
• Located in Pacific Time or Central Time zones.

Skills & Attributes

• Excellent organizational skills with strong attention to detail.
• Effective written and verbal communication skills.
• Ability to independently handle appropriate tasks and recognize when attorney involvement is necessary.
• Proactive in tracking and managing tasks to prevent issues from falling through the cracks.
• Comfortable managing expectations with internal teams and external clients.
• Ability to handle variety and switch contexts quickly without losing detail.

Preferred Qualifications

• Experience with project management tools such as Notion, CRMs, or workflow automation.
• Interest in technology and AI-driven legal service delivery.
• Enthusiasm for building and improving processes.

Compensation & Benefits

• Base salary range: $80,000–$100,000, commensurate with experience.
• 401(k) plan with 5% employer match.
• Fully covered health and dental insurance; partial subsidies for dependents.
• Annual team onsite meetings.
• Training and development stipend.
• Additional benefits supporting productivity and wellbeing may be offered.

Location

This is a remote-first position with annual team onsite meetings for collaboration and planning. Candidates must be located in Pacific Time or Central Time zones.

Additional Information

Applicants must be legally authorized to work in the United States and have U.S. residency at the time of application.

The employer is an equal opportunity organization committed to diversity and inclusion.