Paralegal / Case Mgmt

Who this role is best for

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Skills & requirements

About the role

ABOUT THE ROLE

The Paralegal / Project Manager owns cases from the point they're ready for a demand letter/package through payout administration. You'll be the connective tissue between Legal Strategy and Ops — reviewing and QA'ing legal materials (demand letters, notices, case memos, ToS), shepherding packages through counsel review, and making sure cases move forward on schedule with clean handoffs.

This role requires a legal background — you'll be reading and assessing legal documents. Paralegal experience, law school, or equivalent litigation exposure is expected.

RESPONSIBILITIES

Legal Review & Package Prep

• Take cases from "ready for demand letter" through demand letter package finalization and initiation

• Read and assess legal materials, flagging inconsistencies (statutory cites, theory alignment, state coverage, ToS conformity) before they reach outside counsel

• Run pre-send QA on demand letters and notice batches (using existing AI skills/SOPs); resolve or escalate findings

• Shepherd drafts through review with in-house and outside counsel (Mensch, co-counsels); track redlines to resolution and confirm final packages are sent on schedule

Pipeline Ownership (Pre-Initiation → Initiation)

• Drive demand letter/package planning and sequencing ie confirm scope, claimant counts, and target send dates

• Coordinate with Ops on package readiness before package assembly

• Maintain a single source of truth on case status; publish weekly status to counsel and internal stakeholders

Case Tracking & Documentation (Post-Initiation)

• Own and maintain the Case Updates and Ledger documents for every initiated case

• Track each case through its full post-initiation lifecycle: data delivery → arbitrator selection → hearings/mediation → settlement → payout administration

Counsel Workflows

• Manage Needs Attention items end-to-end, partnering with Marketing on email content and outreach materials and with Ops on data collection and claimant submission assembly, ending with delivery to counsels

• Track performance of Needs Attention outreach and drive iterative improvements to lift response rates and reduce cycle time

• Run payout workflows in coordination with Ops

WHAT SUCCESS LOOKS LIKE

• Every active case has a clear owner, current status, and next milestone — visible to Legal, Marketing, and Ops without asking

• Demand letter packages are QA'd cleanly before reaching counsel. Ideal state: fewer to no redline cycles, fewer substantive issues caught by outside counsel that should have been caught internally

• Cases move from "ready for DL" to initiation on predictable timelines; slippage is flagged and accounted for early when it happens

• Needs Attention items move faster and convert better — measured by open rates, response rates, and time-to-resolution

QUALIFICATIONS

• Legal background required — paralegal certification, JD, law school coursework, or equivalent hands-on litigation experience. You need to be able to read a demand letter, case memo, or ToS and actually assess it.

• Familiar with US law (doesn’t need to be US-based but need to have worked w US law, ex. similar role at US-based law firm)

• 5+ years in project/program management, operations, or paralegal/case management roles (complex litigation or mass arbitration experience is a strong plus)

• Proficient with AI tools and modern tech/tooling — comfortable using Claude/LLMs, Notion, Linear, Airtable, and similar; leverages AI to speed up legal review, drafting, and QA rather than doing everything by hand

• Comfort with structured data and spreadsheets; ability to build and maintain trackers that scale across many cases

• Strong verbal and written communication — most coordination will happen async in docs, tickets, and email

• Will be interfacing with Mensch/Rettferd and other law firms

Source: Chariot Claims careers (Ashby)