Triage Paralegal

Overview

Salary: $80,000 – $100,000 | Full-Time | Remote (Pacific Time or Central Time preferred)

This role is for a legally-fluent Triage Paralegal who will serve as the first substantive touchpoint for incoming client matters. The position involves assessing and triaging legal requests, determining the appropriate handling path, and ensuring no matters fall through the cracks. It offers significant autonomy and impact on client experience and firm efficiency.

Responsibilities

Matter Intake & Scoping

• Manage the intake process for all incoming client matters by reviewing submissions and assessing legal nature and complexity.
• Determine whether matters require attorney attention or can be handled directly.
• Ask 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 perform 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 involvement to the appropriate person or team, considering complexity, specialty fit, and workload.
• Maintain real-time awareness of attorney capacity and help balance workloads.
• Escalate urgent or ambiguous matters promptly with sufficient context for immediate action.

Tracking & Follow-Up

• Manage 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; comfortable with ambiguity and process-building.
• Must be located in Pacific Time or Central Time zones.

Skills & Attributes

• Excellent organizational skills with attention to detail and proactive communication.
• Strong written and verbal communication skills; adept at managing expectations internally and externally.
• Ability to independently handle appropriate tasks and recognize when attorney involvement is necessary.
• Low tolerance for tasks falling through the cracks, with systems to prevent this.
• Clear, confident, and friendly communication style.
• Ability to manage variety and context-switch without losing track of details.

Preferred Qualifications

• Tech-savvy with experience using project management tools (e.g., Notion), CRMs, or workflow automation.
• Interest in technology and AI-driven legal service delivery.
• Enthusiasm for building and improving processes rather than only executing existing ones.

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 events for collaboration and planning.
• Training and development stipend.
• Openness to additional benefits supporting productivity and wellbeing.

Location

This is a remote-first position with required annual team onsite meetings. Candidates must be legally authorized to work in the United States and have U.S. residency at the time of application. Preference is given to candidates located in Pacific or Central Time zones.