Legal Staff Paralegal in Nashville, TN

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Law Firm

Nashville, TN

Legal Staff Paralegal in Nashville, TN

Legal Staff

Min 2 yrs required

No

Job Title: Legal Assistant - Estate Planning and Probate

Job Responsibilities:

- Conduct new client intake calls to gather essential information for determining case scope, conflict check requirements, and case viability.
- Maintain attorney calendars to ensure efficient scheduling and time management.
- Create new client and matter records in the case management database, ensuring the accuracy of all contact, case, and billing information.
- Maintain practice management databases for accurate case tracking and to aid internal processes, adjusting and confirming billing settings as necessary.
- Schedule new client consultations with attorneys after completing the intake process, ensuring all relevant information is documented and ready for review.
- Schedule and coordinate client meetings, depositions, mediations, court reporters, and expert witnesses, including reserving conference rooms or preparing virtual meetings as needed.
- Process and track client billable expenses, ensuring vendor invoices are reviewed for accuracy, approved by the attorney/paralegal, and paid in a timely manner while coordinating billing processes to maintain account balances.
- Track and process attorney reimbursements and firm credit card charges/receipts.
- Monitor matter balances and take proactive steps to ensure accurate billing processes, acting as a liaison between clients, attorneys, paralegals, and billing staff as needed.
- Close files at completion by confirming the completion of outstanding time and expense entries, scanning and/or saving all documents in the workspace, and reviewing and resolving open balances and remaining trust funds.
- Assist in obtaining and compiling case-related documentation, reports, and billing summaries.
- Maintain case files, ensuring all relevant documents, pleadings, and correspondence are saved and organized daily.
- Provide support in monitoring and tracking case progress, deadlines, procedural requirements, and internal firm protocols to ensure timely action.
- File documents with federal and state courts.
- Draft, proofread, and format legal documents.
- Accurately and efficiently transcribe dictated materials.
- Track CLE requirements for attorneys.

Education and Experience:

- Minimum of 2 years of experience as a legal assistant.
- Experience with estate planning and probate is a plus.
- Strong knowledge of state court procedures and e-filing systems.
- Proficiency in Microsoft Office, case management software, and legal research tools.
- Excellent written and verbal communication skills.
- High level of attention to detail and ability to prioritize multiple tasks.
- Strong organizational and time management skills.
- Ability to work independently and collaboratively in a team environment.

Salary Information:

The text does not provide specific salary information for this position.

About the Law Firm:

The law firm is a full-service law firm with 32 attorneys whose practices emphasize corporate and commercial work for businesses and individuals nationwide. The firm's work includes insolvency, corporate transactions, commercial real estate and lending transactions, litigation in all trial and appellate courts, mediation, family law, healthcare, employment, business succession planning, tax, and estate planning.

May 29, 2025
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