We are looking for a highly organized and detail-oriented professional with experience managing legal documentation. The ideal candidate is proficient in Microsoft Excel, Word, and document management systems, with a strong ability to follow structured workflows and meet strict deadlines. Accuracy, discretion, and a high level of attention to detail are essential, especially when reviewing or processing sensitive materials. Familiarity with systems such as PACER or ECF is a plus, along with a background in legal or financial services.
Strong analytical and written communication skills are key to this role, including the ability to summarize complex information clearly and draft professional reports, summaries and correspondence. The candidate must be comfortable collaborating with internal teams, legal counsel, and external stakeholders to ensure accurate and timely project delivery. They should also be capable of tracking project milestones, conducting research, and working efficiently in a fast-paced, deadline-driven environment. A bachelor’s degree or equivalent experience is required.
The day-to-day responsibilities include but not limited to:
Collaborate with other departments to accurately prepare, adjust and verify pre-bill documents before invoicing.
Enter data accurately into systems to modify projects
Declarations:
Drafting or reviewing all declarations/affidavits prior to review by our legal team.
Ensure our preapproved templates are being followed and that the document conforms to our templates;
Ensure all case statistics and timelines being cited are correct and consistent with statistics noted in attorney provided case-specific documents (typically settlement agreements in class action law suits) as well as our proprietary case management database;
Identify any potential issues to be discussed with Senior Management and/or our legal department as appropriate prior to finalization.
Notice/Website Preparation and QA Review:
Review and provide edits to any “long form” and “short form” notices prior to dissemination.
The review would include and incorporate the following:
Ensuring all dates are correct by reviewing language in the settlement agreements provided by the clients or filed with the courts as well as any applicable orders;
Reviewing the timelines created by the project teams for the clients to ensure all of the dates are consistent;
Cross checking all dates in our case management database for consistency and accuracy.
Review draft websites to ensure all of the relevant documents and tabs are posted, the web form works as it should, and testing of the online claim form to ensure that all of the fields are properly importing into our proprietary case management system.
Draft claim forms
Draft “CAFA” Notices
In cases where we are handling mailings for Defense counsel in our matters pursuant to the Class Action Fairness Act (“CAFA”), coordinate with the project team and counsel on drafting and sending the notices, taking into consideration data received and particulars of the engagement.
Review and Identify Potential Issues Prior to Case Assignment
Serve as a liaison between the Business Development Team and the Client Services teams to review the proposal given to and approved by clients in connection with engagements we have been retained on and compare the proposal to the initial documents received to ensure consistency on items such as scope, volumes and rates, and to identify any missing information or documents, and to coordinate with the business development team to address the issues to finality prior to the assignment of the matter to a particular client services team.
Prepare initial draft of case kick-off documents noting any potential issues prior to hand-off to the client services teams.
Core Competencies
Proven experience working with legal documentation in a professional setting
Exceptional organizational skills, with the ability to manage and maintain large volumes of data and complex documentation
Meticulous attention to detail and a strong focus on accuracy when reviewing and processing information
Ability to adhere to structured workflows and consistently meet tight deadlines
Proficiency in Microsoft Excel, Word, and document management systems
Familiarity with court or public record systems such as PACER, ECF, or similar platforms (preferred)
Analytical & Communication Skills
Excellent written communication skills, with the ability to present complex information clearly and concisely
Advanced capabilities in drafting, editing, and proofreading formal documents, reports, and professional correspondence
Experience conducting legal or case-related research, with the ability to identify and extract relevant docket or case information
Demonstrated discretion and professionalism when managing confidential or sensitive materials
Collaboration & Project Support
Proven ability to coordinate effectively with cross-functional teams and external stakeholders
Skilled in tracking project milestones, monitoring deliverables, and following up to ensure deadlines are met
Adaptable and comfortable working in a high-pressure, fast-paced environment with evolving priorities
Strong interpersonal communication skills to liaise with internal departments, legal counsel, and clients to ensure accuracy and timeliness
Education & Background
Bachelor’s degree or equivalent combination of education and professional experience
At least 3 years of experience in legal services, financial services, or corporate compliance, is strongly preferred
Familiarity with and understanding of corporate records, such as certificates of formation, operating agreements, minutes and resolutions.
About Kroll
In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity—not just answering all areas of business. We value the diverse backgrounds and perspectives that enable us to think globally. As part of One team, One Kroll, you’ll contribute to a supportive and collaborative work environment that empowers you to excel.
Kroll is the premier global valuation and corporate finance advisor with expertise in complex valuation, disputes and investigations, M&A, restructuring, and compliance and regulatory consulting. Our professionals balance analytical skills, deep market insight and independence to help our clients make sound decisions. As an organization, we think globally—and encourage our people to do the same.
Kroll is committed to equal opportunity and diversity, and recruits people based on merit.
In order to be considered for a position, you must formally apply via careers.kroll.com
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