PT, Paralegal adept in 8AM MyCase Management, Technology, & Billing

⚙️ MyCase CRM Case Manager, Billing Expert, & Automation Specialist: We are seeking a long-term, part-time addition to our support team in a solo, Family Law office. We are currently offering a minimum of 5 hours per week guaranteed base pay, up to 15 hours per week depending on caseload. The skillset to act as a back-up to the senior paralegal is a plus. Must be a team player and work well with two long-term, existing support staff. Intake Pipeline Optimization: Design, build, and maintain custom intake forms and lead-tracking pipelines within MyCase to ensure no potential client drops through the cracks. Data Integrity: Serve as the firm administrator for MyCase, managing user permissions, custom fields, and document tagging structures. 🤖 Workflow & Document Automation Automated Workflows: Build out robust MyCase workflows (task lists, calendar events, and reminders) triggered by specific case milestones or file openings. Document Templates: Convert standard firm pleadings, correspondence, and fee agreements into dynamic, automated MyCase document templates using merge fields. 💰 Billing & Financial Administration Invoice Management: Oversee the monthly billing cycle, from generating pre-bills to sending finalized invoices and trust account payment links via MyCase. Trust Accounting Integration: Track retainers, operating account deposits, and operating expenses, ensuring accurate reconciliation and compliance with Indiana trust accounting standards. Collection Tracking: Monitor outstanding accounts receivable, manage automated payment reminders, and set up client payment plans. Qualifications & Skills MyCase Mastery (Required): Minimum 1–2 years of direct experience administering and configuring MyCase CRM in a law firm setting. You should know the platform inside and out. Legal Industry Experience: Solid understanding of law firm operations, particularly around legal billing practices (hourly, flat fee, and retainers) and case lifecycles. Automation Mindset: Proven experience turning manual processes into automated workflows. Familiarity with connecting MyCase to third-party tools (like Google Workspace) is a huge plus. Meticulous Organization: Exceptional attention to detail—especially when managing financial records, trust accounts, and critical court-related deadlines.