Paralegal (Temporary, Project Based) at Keeper

Dallas, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Paralegal certificate or minimum of 6 months experience in drafting discovery documents and discovery responses, summarizing claims files and medical records, and interviewing clients
Minimum typing skills of 28 wpm with 95% accuracy
Familiarity with operation of general office equipment (calculator, fax machine, copy machine, etc.)
Excellent verbal and written communication, organizational, and time management skills
Prior PC experience, including knowledge of word processing software (Word and Excel preferred)
Knowledge of law office management, time billing, and legal research software preferred
Ability to work in office, with occasional remote work opportunities

Responsibilities

Assists attorneys with preparation of responses to discovery, including meeting with clients when necessary
Assists with preparation of cases for trial; sends out discovery requests; monitors compliance with discovery by all parties and prepares motions as appropriate
Assists attorneys with investigation of cases; obtains medical, insurance, employment, and/or other records/information through record requests or subpoenas
Assists with drafting of motions, briefs, and other documents
Communicates with clients, claims adjusters, litigation specialists, attorneys' offices, medical provider offices, police departments, courts, and agents to request additional information/documentation as assigned
Sets up legal file jackets as needed; maintains summary of all records received by case for attorneys and other claims personnel
Performs legal research at the request of attorneys

Skills

Legal Research

Discovery Preparation

Motion Drafting

Brief Preparation

Subpoena Processing

Case Investigation

Client Communication

Record Retrieval

Case File Management

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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