Legal Transaction Assistant

Overview

We are seeking a highly organized and detail-oriented professional to join our team as a Transaction Coordinator. The ideal candidate has experience managing legal transactions, coordinating case documentation, and ensuring compliance with established procedures. This role supports attorneys and case managers by tracking transaction progress, maintaining accurate records, and coordinating information across platforms.

By proactively managing transaction workflows, updating legal files, and ensuring compliance, this position saves valuable time for legal staff and enhances efficiency, accuracy, and client satisfaction.

Key Responsibilities

• Coordinate and track all stages of legal transactions, ensuring timely completion.
• Organize and maintain transaction files, both digital and physical.
• Update and manage transaction details in legal databases such as Clio or PracticePanther.
• Draft concise summaries and reports of transaction status for attorney review.
• Ensure compliance with firm policies, legal standards, and client requirements.
• Monitor deadlines, critical dates, and assist with calendar management for transaction-related tasks.
• Communicate with clients, attorneys, and team members to gather or clarify transaction information.
• Support legal staff with document preparation, file tracking, and database management.

• Previous experience in legal transaction coordination, case management, or related support roles.
• Strong organizational and time management skills with keen attention to detail.
• Familiarity with legal case management platforms such as Clio or PracticePanther.
• Ability to handle sensitive and confidential information with discretion.
• Excellent written and verbal communication skills.
• Strong problem-solving skills and ability to manage multiple priorities effectively.