Paralegal

• Maintain and optimize the CLM system (Summize), including matter intake, approval flows, clause libraries, templates, redline comparison, and contract repository organization.
• Build and maintain contract dashboards (cycle times, volume, statuses) and generate weekly reports for Legal, Sales, and Operations.
• Ensure consistent metadata tagging for all agreements (client, product, channel, state, term, value, risk flags).
• Manage signature workflows (DocuSign) and coordinate counterparty execution.
• Coordinate with business teams for contract review and approval processes
• Maintain contract templates and standard forms
• Assist in reviewing pharma-facing agreements for compliance with TCPA, HIPAA, PHRMA Code, DEA/Surescripts, and state “mini-TCPA” laws.
• Maintain internal trackers of: opt-out language, contact flows, consent records, attestation language, and state-specific advertising/solicitation rules.
• Support audit preparation and coordinate with external counsel for high-compliance pharma brands.
• Maintain version-controlled privacy, TCPA, and data governance documentation (handbook, opt-out workflows, state-level rule overlays).
• Track and update data retention schedules and vendor management artifacts.
• Coordinate with CTO and People Ops for SOC 2 readiness materials (evidence gathering, policies, access logs).
• Manage and maintain equity records, including utilizing equity management platforms such as Carta
• Assist with equity-related transactions and documentation
• Coordinate with internal teams and external advisors on equity matters
• Maintain corporate governance filings, ensuring compliance with state and federal requirements
• Support the preparation and maintenance of board materials and corporate records
• Coordinate with outside counsel and stakeholders on governance matters
• Coordinate with outside counsel as needed
• Manage legal department calendar and deadlines
• Organize and maintain legal files and records
• Prepare legal correspondence and documentation
• Conduct preliminary legal research and analysis
• Schedule meetings and manage calendar for legal team
• Maintain legal department budget tracking and expense reports
• Organize and prepare materials for meetings and presentations
• Handle confidential information with discretion
• Support special projects as needed

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