Zirtual

Paralegal

• - Gather and organize client asset information.
• - Prepare asset inventories and verify ownership details.
• - Draft trust funding documents (deeds, assignments, transfer forms, beneficiary changes).
• - Utilize **Decision Vault or Legacy Vault**, **TruState**, and other firm systems to manage asset data and track funding progress.
• - Coordinate with financial institutions, title companies, and county recorders.
• - Track all asset transfers and maintain accurate status reports.
• - Review and confirm completed retitling and recorded documents.
• - Communicate regularly with clients to collect needed information and provide updates.
• - Maintain thorough documentation in the firm’s case management system.

Trust Funding Paralegal

• Managing intake, scheduling, and follow-up communication (in English and Spanish).
• Support daily operations in Clio Manage/Grow, including data entry, document organization, and task management.
• Handle client onboarding, phone calls (via RingCentral), and general administrative support.
• Prepare and file basic business formation documents and nonprofit filings using provided templates.
• Develop and refine workflows, systems, and standard operating procedures (SOPs) to improve efficiency.
• Monitor client progress and ensure a consistent, professional, and personable client experience.
• Collaborate directly with the attorney to organize tasks, prioritize work, and help grow the firm’s operations.

Business Paralegal – Bilingual, Spanish/English

• Serve as the primary point of contact between general counsel and client.
• Manage calendars and coordinate multiple obligations.
• Review, draft, and edit contracts — from short agreements to complex, multi-part contracts and terms & conditions.
• Prepare legal correspondence and review documentation for negotiations.
• Provide project-based support on contract matters involving buyers, dealers, manufacturers, and international shipping.
• Organize email and communication flow to ensure timely follow-up and reduce missed items.
• Record attorney and personal time entries in Clio with detailed itemization.
• Assist with process management and internal organization of communications and documents.

Commercial Contracts Paralegal

• Provide paralegal support for corporate records and non-profit compliance for a financial management company
• Act as main point of contact for assigned client(s) and work independently with law firms
• Receive support from an assigned Account Supervisor for plan modifications, feedback, and collaboration
• Draft and file pleadings, motions, discovery, and agreements
• Maintain case files, calendars, and trial prep materials
• Communicate with clients, courts, and opposing counsel
• Organize financial records and discovery documents
• Assist attorneys with hearings, mediations, and trial preparation
• Ensure time is entered daily, maintain detailed client profiles, and follow Zirtual best practices

Family Law Paralegal

• Part-time, 30 hours per month paralegal role supporting Illinois commercial litigation matters for a Zirtual client
• Draft, review, and prepare pleadings, discovery requests/responses, motions, subpoenas, and other litigation documents
• Assist with case management, including organizing case files, maintaining document databases, and tracking deadlines
• Conduct legal research, investigate facts, and summarize findings for attorney review
• Manage discovery process, including document collection, review, production, and preparation of privilege logs
• Coordinate depositions, hearings, mediations, and trial preparation, including witness lists, exhibits, and trial binders
• Summarize depositions, medical records, contracts, and other relevant case materials
• Communicate with clients, courts, experts, and opposing counsel in a professional and timely manner
• Assist with e-filing in state and federal courts and ensure compliance with local rules and procedures
• Support attorneys with trial preparation and provide in-trial assistance as needed
• Maintain billing records, track time, and assist with case budgeting and expense management
• Act as main point of contact for assigned client(s), work independently, and coordinate with an Account Supervisor
• Maintain detailed and up-to-date client profiles, enter time daily, and follow Zirtual's best practices

Business and Corporate Litigation Paralegal

Executive Assistant

• About Zirtual: At Zirtual, we have been helping clients achieve work-life balance since 2011 by providing experienced Virtual Assistants (VAs) who handle essential tasks, saving our clients and their teams valuable time.
• Working with Zirtual: As a Virtual Assistant (VA) with us, you become a key partner to our clients, supporting c-level executives, entrepreneurs, and small business owners with administrative and personal tasks.
• Client requests vary from: Calendar management; Research projects; Expense and invoices; Data entry; Digital filing and organizing; Inbox management; Travel arrangements; Meeting support; Project management; Other administrative tasks
• Learn more: Website links provided for company info and VA services

Virtual Assistant

• Zirtual has partnered with a Colorado law firm to find the right 1099 remote paralegal for their office.
• Zirtual provides US-based virtual paralegals across practice areas, both transactional and litigation.
• Paralegal is main point of contact with assigned client(s) and works independently with law firms.
• Paralegal receives support from an Account Supervisor for plan modifications, feedback, delegation, and collaboration.
• Provide high-level professional service on tasks and projects as assigned; ensure timely, high-quality execution.
• Responsible for familiarity with each client’s needs and preferences, maintaining detailed client profiles, and following best practices.
• Must maintain consistent, proactive communication; be available during agreed business hours; enter time daily; respond within mutually established expectations.
• Position: Colorado law firm focused on probate and estate planning; part-time 10 hours per month with room for increase; Colorado experience preferred.
• Responsibilities: Draft probate and estate planning documents; assist with template creation; miscellaneous tasks as assigned.
• Additional assets: Experience with WealthCounsel or Knackly; experience with case management programs like Clio.

Estate Planning Paralegal

• Zirtual has partnered with a Texas law firm to find the right 1099 remote probate paralegal for their office.
• Zirtual provides US-based, practice-area specific virtual paralegals to law firms.
• Paralegal is main point of contact for assigned client(s) and works independently.
• Paralegal receives support from an Account Supervisor for relationship management and quality.
• Provide high-level professional service executing tasks and projects on time and to a high level of quality.
• Maintain consistent, proactive communication and be available during agreed business hours; around-the-clock availability not expected.
• Enter time daily, respond within mutually established response time expectations, maintain detailed client profiles, and follow Zirtual best practices.
• Position summary: Remote Texas business focused on probate; part-time; Dallas County experience preferred.
• Responsibilities include court filings & probate administration; client & beneficiary communication; drafting, filing, inventories & accountings; miscellaneous tasks.
• Additional assets: Experience with WealthCounsel and case management systems like Clio.