Position Title: Case Manager (Paralegal)

Organization: Ocean Ridge Litigation Support LLC

Reports to:

• ORLS President
• CGC President

Supervises: No direct reports anticipated

Schedule:

• Hourly: 30-40 hours per week
• OR
• Salaried: 40 hours per week
• Hybrid office/remote

Responsibilities:

1. Case Intake and Management:

   • Facilitate the intake process for new cases, ensuring all necessary documentation and information are gathered promptly.
   • Organize and maintain case files, ensuring all documentation is up-to-date and easily accessible.
   • Coordinate with attorneys and experts to ensure smooth case progression and adherence to deadlines.

2. Client Communication:

   • Serve as a primary point of contact for clients, providing updates on case status and addressing inquiries promptly and professionally.
   • Maintain strong client relationships by demonstrating empathy, responsiveness, and professionalism in all communications.

3. Folder and File Management:

   • Organize digital and physical case files, ensuring all documents are correctly labeled, stored securely, and easily retrievable.
   • Implement and maintain efficient filing systems to streamline access to information for team members and external stakeholders.

4. Schedule Management:

   • Manage calendars and schedules for attorneys and experts, coordinating meetings, court appearances, and deadlines effectively.
   • Ensure all stakeholders are informed of schedule changes and updates in a timely manner.

5. Administrative Support to Experts:

   • Assist experts with administrative tasks, including scheduling appointments, managing travel arrangements, and preparing expense reports.
   • Act as a liaison between experts and legal teams, facilitating communication and ensuring all expert contributions align with case requirements.

6. Financial Management:

   • Generate and process invoices accurately and promptly, ensuring all billable hours and expenses are accounted for.
   • Follow up on overdue invoices, coordinating with clients and internal stakeholders to resolve payment issues efficiently.
   • Track case budgets and expenses, providing regular updates to management and legal teams as needed.

7. Reporting:

   • Prepare comprehensive reports on case status, financial performance, and other relevant metrics for management review.
   • Compile data and analytics to support decision-making and strategic planning initiatives.

Marketing:

• Research and Case Evaluation:
  • Conduct research and evaluate potential cases for viability and alignment with ORLS services and expertise.
  • Monitor legal databases such as PACER to identify new case opportunities and industry trends.
• Championing ORLS:
  • Act as a brand ambassador for ORLS, promoting its experts and services to potential clients and industry partners.
  • Collaborate with CGC Marketing staff and third-party SEO providers to enhance online visibility and brand reputation.
• Content Development:
  • Contribute to blog entries and content creation efforts, showcasing ORLS’s thought leadership and expertise in relevant legal areas.

Technology Skills:

• Proficient in Microsoft Office Suite, including Word, Excel, and Outlook.
• Experience with Adobe Pro for document management and editing.
• Familiarity with NetSuite for financial management and reporting.
• Competence in SharePoint for collaborative document sharing and team communication.
• Knowledge of QuickBooks Online for invoicing and financial tracking.

Previous Experience:

• Legal Background:
  • Prior experience with a plaintiff’s law firm managing a substantial caseload of 100 cases.
  • Demonstrated proficiency in case intake processes, including initial client consultations and documentation gathering.
• Financial Responsibilities:
  • Responsible for invoicing and diligent follow-up to ensure timely payments.
  • Experience in financial tracking and budget management related to legal cases.
• Communication Skills:
  • Proven ability to communicate effectively with paralegals, attorneys, clients, and external experts.
  • Strong interpersonal skills and a customer-centric approach to client service.
• Expert Management:
  • Experience coordinating and managing expert witness engagements and contributions to legal cases.