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Chariot Claims

Paralegal / Case Mgmt

Posted 5 hours ago
$70000 - $80000 per year
5-10 years experience
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AI Summary

The Paralegal/Project Manager oversees the lifecycle of legal cases from demand letter preparation through payout administration. They act as the primary liaison between legal strategy, operations, and outside counsel to ensure case milestones are met on schedule.

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

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