Ballard Spahr LLP

Paralegal

• Support both our emerging companies and venture capital (ECVC) and mergers and acquisitions practices
• Act as liaison with clients and attorneys; respond to client requests for information and/or materials; coordinate with client on case-related documents.
• Prepare closing documentation, including drafting, organizing, proofreading and assembling documents.
• Prepare mergers and acquisitions documents, venture capital and other financing documents, general corporate documents, including corporate approvals.
• Prepare applications to state and federal regulators.
• Conduct, organize, review and summarize due diligence documents, including preparation of due diligence checklists, coordinating and tracking receipt of due diligence documents and preparation of disclosure schedules and related documents.
• Prepare closing checklists and track closing related items, and performing post-closing follow-up as needed.
• Keep a daily time record accurately describing the work performed and the amount of time expended on various matters for accountability and client billing purposes, and maintain accurate records of hours worked for payroll purposes; track monthly hours and productivity.

Paralegal, Corporate

Manager

• Identify staffing needs, manage paraprofessionals’ performance, conduct performance evaluations, and assist with budgeting and resource planning.
• Manage workflow to optimize efficiency and quality of work.
• Develop training plans and cross-train paraprofessionals.
• Assist in establishing and implementing strategic initiatives.
• Manage large-scale projects.

Manager, Transactional Paraprofessional Support

Operations

• Process vendor payments and approvals for the Office Administration Department.
• Prepare and manage annual expense budgets and project budgets.
• Support the Financial Planning & Analysis team with occupancy budgeting.
• Review and respond to variance reports.
• Organize project documentation in designated workspace tools.
• Maintain accurate floor plans and administer the Eptura Workplace for space management.
• Act as the primary contact for lease-related matters and assist with contract administration.
• Prepare various reports and analyses as requested.

Workspace Operations Administrator

• Manage the firm’s trademark and copyright docket to ensure prompt and correct docketing of deadlines for domestic and international trademark and copyright matters;
• Supervise docketing team in their work to achieve that goal
• Update and maintain an operating and user manual and guides for the firm’s trademark and copyright docketing activities
• Interface with Department Chair, Practice Group Leader, paralegals, and attorneys in the group to respond to requests for information and to deliver top-notch client service
• Coordinate with Director of Practice Management to ensure that Firm’s trademark and copyright docketing database is maintained, checked for data quality, and upgraded as necessary
• Create docket reports upon request by attorneys and other firm personnel
• Ensure that all docketing guidelines and requirements are following Firm’s standards and best practices
• Monitor and maintain reports for statistical analysis
• Manage intake of transferred files and entry into docket
• Establish standards for processing and forwarding of docketed items to ensure docketing policies and procedures are implemented by department personnel
• Train, mentor, develop and evaluate trademark and copyright docketing staff
• Conduct annual performance evaluations; provide performance management counseling for IP Docket Staff

Trademark Docket Manager

Business Development Rep

• Work with Department Chairs and Practice Group Leaders to create and implement strategic business development plans and promote the firm’s services while understanding, addressing, and aligning our efforts with targets and clients’ objectives.
• Develop and maintain a rolling pipeline, which tracks targets, opportunities, and progress updates to help attorneys achieve goals.
• Provide business development coaching in group and one-on-one settings and supports lawyers in the development of their individual attorney business development plans.
• Manage and drive follow-up on assigned business development initiatives and coordinate business development efforts across practices and industries.
• Assist with the development and management of practice group budgets, including providing insight into the return on investment of expenditures.
• Gather and provide intelligence on emerging market and industry trends to provide attorneys with an understanding of the competitive landscape and to position the firm for increased effectiveness in winning new business.
• Manage the compilation, development and maintenance of relevant database contacts/mailing lists.

Business Development Manager, Finance

Pricing Analyst

• Collaborate with lawyers, practice groups, marketing professionals, and financial management to lead pricing support for new client engagements and RFP submissions.
• Develop and implement complex financial models to assess the profitability of new business proposals.
• Lead the development of creative pricing solutions, including alternative fee arrangements (AFAs).
• Provide guidance and support to team members, lawyers, and leadership in pricing proposals and approvals.
• Help drive the evaluation and setting of standard and national billing rates using regional and practice-specific benchmarking tools, as well as internal analytics related to realization and profitability.
• Proactively analyze profitability and key financial metrics for the firm’s departments, practices, and clients to drive revenue growth and assist with presenting findings to leadership.

Senior Pricing Analyst

• Coordinating daily business operations, with a focus on maintaining financial health, internal organization, business development, practice expansion/recruitment, fee earner supervision & training.
• Working with Department Chair to drive regular meetings of the Department’s senior members, lawyers, and Practice Group Leaders by setting strategic agendas that focus and advance productivity, staffing, financial performance, business development, and collaboration across offices.
• Overseeing the Department approval process of all new matters in conjunction with the new matter intake process.
• Managing the onboarding and offboarding processes for IP lawyers.
• Monitoring financial performance by reviewing financial reports/dashboards; managing non-billable expenses; and contributing to quarterly collection committees.
• Working closely with the Manager of Litigation Support in their oversight of docketing professional teams, with a focus on accuracy and process and system improvement; and ensuring paraprofessionals receive appropriate supervision, along with continuous meaningful training and engagement.
• Organizing agendas and programming for department meetings.
• Conducting periodic visits to each Ballard office with an IP presence.
• Collaborating with the Marketing and Business Development team and providing support for business plans and departmental goals, ensuring alignment with the budget, and reviewing and approving expenses.
• Working closely with the Innovation team to advance the use of AI and integrate innovative tools.
• Implementing process improvements specific to IP practice management.
• Partnering with the Pricing and Practice Economics teams in developing strategies for client arrangements.
• Collaborating with Attorney Career Advancement (ACA) for salary adjustments and bonuses and setting appropriate training curriculum for lawyers.
• Participating in recruiting and integration programs for lateral and promoted partners and counsel and lateral and entry-level associates.

Practice Manager, Intellectual Property

• Collaborate with lawyers, practice groups, marketing professionals, and financial management to provide pricing support for new client engagements and RFP submissions.
• Develop and implement financial models to assess the profitability of new business proposals.
• Assist in the development of creative pricing solutions, including alternative fee arrangements (AFAs).
• Assist in the evaluation and setting of standard and national billing rates using regional and practice-specific benchmarking tools, as well as internal analytics related to realization and profitability.

• Managing large and complex caseloads, including class action matters.
• Case organization and discovery.
• Fact gathering and research.
• Drafting legal documents and preparing correspondence for attorney review.
• Court document preparation and filing (electronic and paper) in all State and Federal Courts.
• Assisting with all phases of trial, arbitration, hearing, and depositions.
• Compiling, analyzing, and summarizing information.
• Coordinating efforts with attorneys, clients, outside counsel, opposing counsel, other parties, and vendors.

Paralegal, Litigation

• Develop and maintain comprehensive checklists for large-scale real estate transactions and meticulously track all associated documents.
• Coordinate the submission documents to the U.S. Department of Housing and Urban Development and other relevant parties.
• Manage diligence processes, facilitate transaction coordination, and collaborate with teams to ensure successful transaction closures.
• Prepare closing indices, binders, and follow up on a diverse range of post-closing matters.
• Review, survey, and title commitments, addressing comments from counterparties- Collaborate with title companies to finalize title policies and coordinate document recordation.
• Prepare signature page packets and manage the process among various stakeholders.
• Assist attorneys in preparation for closings and attend closings as needed.
• Monitor transaction tasks and timelines, communicating progress and resolutions to the team.
• Engage with vendors and agencies to obtain necessary due certificates and searches.
• Conduct research and gather pertinent information using legal research tools and public databases.
• Explore industry databases and government resources to support transactions.
• Adapt to other tasks as client needs evolve.

• Case Organization and Discovery.
• Research.
• Court Document Preparation and Filing.
• Trial/Arbitration/Hearing/Deposition Assistance.

• Work closely with assigned teams to support the business development needs of various practice groups and industries.
• Assist with the execution of key conferences, events, and sponsorships.
• Assist with experience capture, updates, and audits.
• Preparation of pitches, proposals, responses to Requests for Qualifications/Proposals (RFQ/RFP), and similar procurement requests:
• o Read, review, analyze, and interpret requirements and objectives of solicitations and other documents
• o Prepare RFQ/RFP responses and complete required forms, including maintaining proposal milestone schedules such as issue and review dates, kickoff meetings, planning sessions, drafting and review, and delivery dates ensuring (i) full understanding of business requirements and strategy; (ii) a smooth production process; (iii) an intelligent, professional, accurate and compelling final product; and (iv) timely delivery of the finished product..
• o Conduct and gather market, competitor, and target intelligence as necessary to improve responsiveness of pitch materials and RFQ/RFP responses.
• o Create and maintain proposal and practice group materials that are well-written, accurate, and responsive.
• o Manage proposal close-out process, including archiving and coding final documents, opportunity tracking log updates, content and experience database updates, and coordinating relevant bio updates with the website team.

Business Development and Proposals Coordinator

• Leading efforts to identify relationships and build awareness of firm capabilities with relevant practice and industry organizations.
• Maintaining a rolling pipeline that tracks opportunities, forecasts targets, and helps attorneys achieve goals.
• Leading cross-marketing efforts for existing clients and helping to improve inter-office and practice communication on business development opportunities.
• Assisting with the development and management of practice and office marketing budgets, including providing insight into the return on investment of expenditures.
• Providing ongoing marketing research, competitive intelligence, and analysis; gathering intelligence on emerging market and industry trends to provide attorneys with an understanding of the competitive landscape and to position the firm for increased effectiveness in winning new business.
• Managing the compilation, development, and maintenance of relevant database contact/mailing lists.
• Working with the Director of Communications and the PR team to identify press opportunities.
• Working with Department Chairs and Practice Group leaders to create and implement strategic business development plans.
• Developing individual attorney business development plans focusing on the expansion of relationships with existing clients, target markets, and prospects.
• Providing strategic guidance to attorneys and the Proposal team on relevant content and positioning for pitch materials, proposals, and RFP responses.
• Advising on the composition of pitch and client meeting teams, with an understanding of key decision makers and purchasers of legal services at target companies.
• In collaboration with the client events and communications teams, overseeing the strategy and development of events, sponsorships, and other marketing/communications activities.
• Building relationships with key industry and practice group organizations as a market-facing resource and ambassadors for the firm.
• Identifying and leading efforts to market the services and expertise of the lawyers in relevant industry and practice forums through various thought leadership and profile-raising activities.
• Providing direction for the compilation and maintenance of relevant practice content and materials.
• Ensuring the most relevant and useful marketing and business development materials are catalogued and accessible.
• Some travel may be required.

Business Development Manager – Labor & Employment, Litigation

• Develop and maintain target lists and identify new business opportunities.
• Coordinate and communicate business development activities across multiple offices and practice areas.
• Lead cross-marketing initiatives for existing clients and enhance inter-office communication regarding business development.
• Track, report, and organize all marketing and business development efforts related to specific practice groups.
• Assist in the planning and execution of conferences, events, and sponsorships.
• Drive the creation of new marketing collateral tailored to assigned groups.
• Prepare and manage responses to Requests for Qualifications/Proposals (RFQ/RFP), ensuring timely and compelling submission.
• Direct the compilation and upkeep of database contacts, mailing lists, and collateral; ensure marketing and business development materials are catalogued and accessible.
• Conduct market and competitor research to refine pitch materials and proposals.
• Maintain up-to-date, accurate proposal and practice group materials.

Business Development – Proposal Specialist

Financial Planning and Analysis

• Monitor and ensure the accuracy and reliability of financial data across all system integrations, conducting regular audits and validations.
• Continuously evaluate current processes and procedures to identify areas for improvement, implementing best practices to enhance the firm’s financial system efficiency.
• Serve as the primary contact for the accounting department, addressing user inquiries and resolving incidents promptly to minimize disruption.
• Collaborate with IT and technical teams to develop, refine, and finalize integration specifications between the firm’s financial systems and other platforms.
• Manage the timely distribution of financial reports and ensure access to reporting tools, adapting methodologies to align with the evolving needs of the business.
• Respond to specific requests from attorneys and firm personnel for accounting-related information, ensuring timely and accurate delivery.
• Assist the finance team in conducting financial analyses and providing insights for special projects, contributing to informed decision-making.
• Provide training and ongoing support to users of the financial system, ensuring they are equipped to utilize the tools effectively and efficiently.

Paralegal, Corporate

Manager, Transactional Paraprofessional Support

Workspace Operations Administrator

Trademark Docket Manager

Business Development Manager, Finance

Senior Pricing Analyst

Practice Manager, Intellectual Property

Pricing Analyst

Paralegal, Litigation

Paralegal

Paralegal, Litigation

Business Development and Proposals Coordinator

Business Development Manager – Labor & Employment, Litigation

Business Development – Proposal Specialist

Senior Financial Integration Developer