Triage Paralegal

About the Role

You’ll bring real legal and administrative acumen to every request—quickly assessing what a matter actually involves, determining whether it requires attorney attention or can be handled directly, and acting accordingly. You’ll scope matters, revise standard agreements, handle filings and routine legal tasks independently, and escalate to the right attorney when the situation calls for it. This is a high-visibility role at the intersection of legal work and operations, with direct impact on client experience and firm efficiency.

What You’ll Do

Matter Intake & Scoping

• Own the intake process for all incoming client matters—review submissions, assess legal nature and complexity, and determine the appropriate path forward.
• Ask precise clarifying questions to gather missing information efficiently, without creating unnecessary friction for clients or attorneys.
• Categorize and prioritize matters based on urgency, client tier, subject area, and attorney availability.

Paralegal Work & Direct Handling

• Handle standard paralegal tasks independently: minor revisions to agreements, entity filings, NDA reviews, contract summaries, template population, and document organization.
• Draft correspondence and initial client-facing communications on behalf of the firm, as needed.
• Maintain and update standard document templates as directed by attorneys.
• Prepare matters for attorney handoff with a clear summary of the issue, relevant documents, and recommended next steps.

Routing & Assignment

• Route attorney-required matters to the right person or team, with a clear read on complexity, specialty fit, and workload.
• Maintain a real-time view of attorney capacity and help balance load across the team.
• Escalate urgent or ambiguous matters quickly and confidently, with enough context for attorneys to act immediately.

Tracking & Follow-Up

• Own the matter lifecycle from intake through resolution—maintaining accurate status in the firm’s matter management system at every stage.
• Proactively follow up with attorneys and clients on open items, pending deliverables, and upcoming deadlines.
• Flag stalled matters, surface blockers early, and drive issues to closure.

Client Communication

• Serve as a consistent point of contact for clients on matter status, timelines, and next steps.
• Translate legal complexity into clear, plain-language updates—communicating with confidence across founder, executive, and operating-level stakeholders.

Process & Systems

• Work closely with attorneys and the engineering team to evaluate, build, and refine intake and routing workflows.
• Identify patterns and recurring issues to suggest improvements to templates, triage criteria, and escalation paths.