Bilingual Project Manager, Legal Experience
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Job Description
Project Manager at Cothroll Law responsible for managing communication and case tracking for client initiatives. Focused on enhancing organization and responsiveness while supporting legal operations.
Responsibilities:
- Act as the primary contact for client case status updates
- Respond to inquiries regarding progress, documentation, and next steps
- Provide proactive communication to prevent clients from seeking updates
- Manage high-volume inbound/outbound communication via email and phone
- Schedule calls and coordinate meetings when needed
- Set clear expectations regarding timelines and required documentation
- Maintain a calm, professional, and reassuring communication style
- Oversee timelines for 250+ active client files
- Track deadlines, submissions, compliance milestones, and deliverables
- Maintain CRMs, trackers, dashboards, or case management tools
- Monitor workflows to ensure no case falls behind
- Identify bottlenecks and escalate appropriately
- Organize and maintain digital client files
- Manage document intake and verify completeness
- Review submissions for accuracy before handing off to the attorney
- Maintain consistent file naming and documentation standards
- Track missing documents and follow up persistently
- Log activity and communication updates in the CRM
- Prepare basic internal summaries or status reports
- Support reporting for leadership visibility
- Draft routine and templated client communications
- Ensure data accuracy across all systems
Requirements:
- Exceptional written communication skills
- Highly organized and detail-oriented
- Ability to manage large client volumes
- Strong follow‑up discipline
- Experience with CRMs or case tracking tools
- Professional, client-facing demeanor
- Ability to remain calm under pressure
- Experience with tax attorneys, law firms, CPAs, or accounting firms (Nice-to-Haves)
- Background as a legal assistant or client intake specialist (Nice-to-Haves)
- Experience in high‑volume professional services environments (Nice-to-Haves)
- Familiarity with confidentiality standards (Nice-to-Haves)
- Experience with project management tools (Nice-to-Haves)
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