Job Summary
What You'll Gain/ Impact
- Opportunity to serve as a key steward of the firm's legal risk posture, directly influencing how claims and litigation matters are managed, resolved, and prevented across practice groups
- Exposure to complex, multi-stakeholder legal matters spanning regulatory compliance, third-party subpoenas, and insurance reporting — building deep expertise at the intersection of law, risk, and professional services
- Ability to shape and strengthen firmwide claims processes, ensuring consistent, compliant outcomes that protect both clients and the organization
- A seat at the table with senior legal and risk leadership, including direct engagement with Chief Risk Officers on open matters and emerging risk trends
- Hands-on experience managing end-to-end litigation processes and leveraging legal matter management technology to drive operational excellence
- Opportunity to grow as a legal operations leader within a high-growth, nationally recognized professional services firm
Key Responsibilities
Claims Management and Coordination
- Drive consistent, compliant claim resolution across multiple practice groups within the PPG structure.
- Engage outside counsel when needed and ensure partners are appropriately involved in the claims process.
- Log and maintain all matters in Legisway, using the platform to track open legal matters and ensure accurate record-keeping.
- Manage matter management phone calls and coordinate communications among stakeholders.
- Manage reporting to insurance carriers, including timely submission of claims and status updates.
- Schedule routine and regular open matters status calls for legal review with the Chief Risk Officers.
- Maintain reports and track spending on claims, providing regular updates to leadership.
- Identify areas of risk based on reoccurring client issues and escalate to Chief Risk Officer.
- Manage the litigation process associated with client service issues from intake through resolution.
- Ensure compliance with state and federal regulations, statutory filing requirements, privacy laws, and internal controls.
- Look across all practice groups to identify, track, and address client service issues, ensuring timely and compliant resolution.
- Ensure litigation hold letters are issued promptly and manage the litigation hold process in coordination with in-house and outside counsel.
Paralegal and Legal Support
- Summarize cases and prepare reports for attorneys.
- Conduct research and investigate facts relevant to claims and legal matters.
- Communicate with internal clients to gather information, provide updates, and maintain confidentiality.
- Serve as a point of contact for practice groups on claims-related inquiries and status updates.
- Organize, index, and archive documents related to completed and ongoing cases, ensuring easy retrieval of pleadings, motions, correspondence, and records.
- Draft legal documents, including settlement and release agreements, litigation hold notices, authorizations for release of records in third-party subpoena cases, and responses to requests for records under IRS Code 7216.
Third-Party Subpoena Process
- Assist Associate General Counsel in third-party subpoena process for the firm.
- Assist in-house and outside counsel with litigation holds and pulling of requested records.
- Coordinate with IT and service lines for data collection and preservation.
- Handle interrogatories, requests for production, and subpoenas, coordinating evidence collection with counsel, custodians and vendors, including document collection, review, and production.
Candidate Qualifications
- Certification or associate's degree in paralegal studies (bachelor's degree preferred).
- 5–7 years of experience in a paralegal role, preferably in a professional services, corporate legal, or risk management environment.
- Investigative mindset with strong research and analytical skills.
- Working knowledge of legal database software, including matter management platforms (e.g., Legisway)
- Knowledge of litigation procedures, claims management processes, and regulatory compliance requirements.
- Experience in preparing legal reports, case summaries, and legal memoranda.
- Excellent written and verbal communication skills.
- Excellent time management skills with the ability to work under pressure and meet tight deadlines.
- Ability to manage multiple concurrent matters across practice groups independently.
- Strong organizational skills with exceptional attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Teams).
- Familiarity with insurance reporting processes and third-party subpoena procedures is a plus.
Leadership Skills
- Building Relationships
- Adaptability
- Client Focus
- Driving Execution
- Continuous Improvement
- Communication