Legal Staff Paralegal in San Francisco, CA

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In-House

San Francisco, CA

Legal Staff Paralegal in San Francisco, CA

Legal Staff

No

Legal Intake Specialist

Job Title:
Legal Intake Specialist

Job Responsibilities:
The Legal Intake Specialist is tasked with a variety of responsibilities centered around managing legal processes and ensuring accuracy in legal operations. Key responsibilities include:

- Matter Intake & Budget Support: The specialist will manage the intake and setup of new legal matters, ensuring complete and accurate data entry in matter management systems. They will coordinate with internal legal team members and outside counsel to collect and validate matter details and assist with responding to budget inquiries and tracking legal spend as needed.

- Service of Process / Legal Mail Management: The role involves receiving and managing service of process (SOP) and legal mail, ensuring accurate routing and acknowledgment in a timely manner. The specialist will maintain SOP logs, tracking systems, and reporting tools, recommend and support process improvements in the mail/SOP distribution workflow, and assist with scanning, organizing, and archiving documents when necessary.

- Engagement Support: The specialist will assist with drafting and preparing engagement letters, vendor onboarding documents, and other legal correspondence, ensuring documents are consistent with company policy and internal standards.

- Ad Hoc Program Support: The specialist will provide operational and administrative support for specialized legal programs, including cybersecurity and vendor risk assessments, legal subscriptions and renewals, Wrike or similar workflow and task management tool integrations, and other projects as assigned by the legal or compliance teams.

Education and Experience Information:
- Experience: Candidates should have 5–10 years of experience in a legal department, law firm, or legal operations role.
- Education: A Bachelor’s degree is preferred, and a paralegal certification is considered a plus.
- Technical Skills: Proficiency with matter management and document management systems is required. Familiarity with tools such as Tableau, Wrike, and legal workflow platforms is advantageous, as well as the ability to learn and adapt to legal tech tools quickly.
- Knowledge & Abilities: A strong understanding of legal document processes, matter management, and service of process protocols is essential. Candidates should possess excellent attention to detail, organizational skills, and time management, along with strong communication skills and the ability to interface with legal professionals, vendors, and cross-functional teams. Discretion in handling confidential and sensitive information is also required.

Preferred Qualifications:
- Experience working in an in-house legal department.
- Familiarity with legal operations frameworks, such as CLOC.
- Experience with cybersecurity assessments or compliance processes.
- Experience with legal budgeting or e-billing systems.

Salary Information:
The text does not provide specific salary information for the Legal Intake Specialist position.

Company Values:
The company adheres to the following values:
- Excellence: Striving to make every client an advocate.
- Passion: Doing because they care.
- Collaboration: Winning together through teamwork and communication.
- Agility: Flexing, adapting, and embracing change.
- People: Valuing, respecting, and investing in teammates.
- Vision: Creating clarity of purpose and a clear path forward.

EEO Statement:
The company is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other legally protected status.

Jun 02, 2025
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