Legal Operations Specialist

Job Responsibilities

Responsibilities include but are not limited to:

1. Manage list of Panel and approved law firm relationships with Valley. Serve as a key liaison between law firms, internal stakeholders, and third-party vendors.
2. Act as subject matter expert for Valley's current e-billing system (LegalTracker). Updating information in our matter management system (Legal Tracker) and various excel spreadsheets to reflect the status of each case and project.
3. Oversee all phases of the EDRM (Electronic Discovery Reference Model), including identification, preservation, collection, processing, review, and production of electronically stored information (ESI).
4. Monitor the budget by creating dashboards and reports on outside counsel/third-party vendor spend; working with Finance and stakeholders to ensure accurate budget controls. Prepare status reports monthly or as needed, pertaining to outside counsel/vendor expenses; analyze actual and projected costs vs. budgeted amounts, including breakdown of costs by applicable categories.
5. Develop and manage department processes, policies, procedures, and tools. Develop and implement best practices, workflows, and quality control protocols to ensure defensibility and efficiency.
6. Manage and maintain sensitive documents with a high level of discretion.
7. Act as a strategic and trusted partner in the legal team and across business functions.
8. Provide notary services as needed.