Document Specialist

About the role

Our Document Specialists are the key drivers of our field services and operations. They are the team members that act as the crucial coordinator between our customers and our field agents to ensure that all orders are performed timely and accurately. The Document Specialist reports through their Team Lead to the Fulfillment Manager as part of the Operations group.

This is a full-time, competitively compensated hourly role.

This is a hybrid role based in our Petaluma office and requires employees to work in the office a minimum of three days per week.

About InfoTrack

InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We're global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.

As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.

Responsibilities

• Continuously enter and facilitate data, including new assignments, updating, notifying customers of court rejections, and closing orders
• Handle customer inquiries and escalations, as well as collaborating with customer support, customer success managers, and field affiliates, with specific focus on timely deployment and status updates, accuracy of work orders, and responsiveness
• Prepare/review legal document orders of urgent or special nature for filing with the courts
• Know document requirements and filing and fee procedures for the California Superior Courts and federal circuit courts
• Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required
• Develop and constantly improve systems for tracking orders and responsibilities for maximum efficiencies for our customers

Requirements

• Productivity – process-driven experience with ability to adapt and change; ability to multi-task and adapt to new processes crucial
• Legal /Litigation Background – 1-2 years (or more) of legal/litigation support or similar experience ( California experience preferred)
• Problem-Solving and Poise – ability to multi-task and problem-solve; also, exercise patience and remain calm in stressful situations
• Customer Focus – experience in keeping the customer (whether external or internal) as a constant element in decision-making
• Technology – solid computer and technical skills (experience with Outlook/Microsoft Office suite and Adobe Acrobat imperative; Slack and Service Cloud a big plus)
• Quality – high degree of detail and accuracy, learns from mistakes so that they never re-occur; reliability a huge factor as well
• Communicator – strong verbal and written communication skills
• Attitude – having a positive outlook and a sense of humor to deal with the inevitable frustrations is a plus
• Must reside in the United States

Benefits

What sets InfoTrack apart
We strive to ensure that you have the resources and training that you need to successfully collaborate and succeed. At InfoTrack, we’re committed to a workplace where everyone feels comfortable to do their best work and, yes, have fun!

We offer:

Excellent health, dental, and vision plans, 401k match, 20 days of paid time off, plus more competitive benefits.

Work with a knowledgeable, high-achieving, experienced, and fun team.

Be part of a culture obsessive about learning, development, and career growth.

Learn more about life at InfoTrack on our website.

InfoTrack is certified as a Great Place to Work®

Additional Information

Because we firmly believe that a diversity of experience and perspectives brings strength to our company we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Any information that you share with us will be kept confidential and is subject to our privacy policy.