Legal Operations Associate, Client Transition and Case Intake

Ryan

Legal Operations Associate managing client transitions and case intakes for RLS Legal Services. Supports efficiency and scalability of operations with advanced digital workflows and collaboration.

Posted 7/8/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $79,000 - $118,800 per yearWebsite

About the role

Key responsibilities & impact

Supports the Operations Manager in driving key operational initiatives that enhance the efficiency and scalability of RLS Legal Services.
Focuses on two core areas: managing the transition of Ryan clients to RLS Legal Services Agreements and supporting the intake of legal cases into Lead Docket and Filevine.
Helps maintain and improve digital workflows that leverage Smartsheet, Property Point, Salesforce, Lead Docket, and Filevine.
Collaborates with tax consultants, attorneys, and the RLS India team to ensure accurate data management and seamless case processing.

Requirements

What you’ll need

Bachelor’s degree or equivalent required, MBA preferred
Five years of experience in the professional services industry
Experience at Ryan is preferred, but not required
Legal assistant experience and relevant experience supporting a larger legal firm preferred
Advanced skills in Microsoft® Smartsheet, Word, Excel, Access, PowerPoint, Outlook
Candidate will be trained in third party software programs used by RLS, including Lead Docket, and Filevine
Ability to work with large quantities of electronic data and data fields
Effective written and verbal communication skills
Attention to detail
Effective presentation skills
Demonstrates accuracy and thoroughness
Sense of urgency and able to work self sufficiently
Demonstrates willingness to be flexible and adaptable to changing priorities
Ability to work effectively both independently and in a team-based environment
Strong multitasking and organizational skills
Strong project management skills

Benefits

Comp & perks

Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO)
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Project ManagementData ManagementMicrosoft SmartsheetLead DocketFilevineMicrosoft WordMicrosoft ExcelMicrosoft AccessMicrosoft PowerPointMicrosoft Outlook

Soft Skills

Attention to DetailEffective CommunicationPresentation SkillsMultitaskingOrganizational Skills