Equivity

• Support Chapter 11 matters, including preparation of voluntary petitions, schedules, statements of financial affairs, monthly operating reports, disclosure statements, and plans of reorganization • Draft and file Chapter 7 and Chapter 13 petitions, schedules, statements, and related pleadings • Prepare means tests, repayment plans, reaffirmation agreements, amendments, and related filings • Prepare complete 341 meeting and hearing packets, including trustee-required documentation, and ensure all required materials are submitted timely • Communicate with clients, trustees, courts, and creditors to collect documents and move cases forward • Use platforms such as BestCase and Clio to maintain case accuracy and track progress • Stay ahead of deadlines and ensure cases run smoothly from start to finish

• Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents • Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents • Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings • Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents • Assist with asset identification, beneficiary coordination, and document organization • Communicate professionally with clients, courts, and third parties throughout the estate administration process • Maintain and organize case files, track deadlines, and ensure timely filings • Assist with estate funding and post-execution follow-up • Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution

• Draft and file Chapter 7 and Chapter 13 petitions, schedules, statements, and related pleadings • Support Chapter 11 matters, including preparation of voluntary petitions, schedules, statements of financial affairs, monthly operating reports, disclosure statements, and plans of reorganization (Subchapter 5 experience strongly preferred) • Prepare means tests, repayment plans, reaffirmation agreements, amendments, and related filings • Prepare complete 341 meeting and hearing packets, including trustee-required documentation, and ensure all required materials are submitted timely • Communicate with clients, trustees, courts, and creditors to collect documents and move cases forward • Use platforms such as BestCase and Clio to maintain case accuracy and track progress • Stay ahead of deadlines and ensure cases run smoothly from start to finish

• Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines • Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines • Maintain proactive and professional communication with clients during standard business hours (9 AM – 6 PM Eastern Time) • Coordinate with legal teams, court personnel, and third parties to ensure smooth case progression • Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution • Work remotely with the flexibility to manage a consistent workload of 20–40 hours per week

• Assist with corporate governance matters, including entity formation, corporate records, and organizational documents • Draft and review corporate documents, contracts, NDAs, confidentiality agreements, and other agreements involving proprietary business information • Support attorneys with commercial litigation and business disputes, including matters involving trade secrets and confidential information • Assist with document review, discovery preparation, and case organization for business litigation matters • Organize and maintain sensitive business records and confidential documentation • Prepare document summaries, timelines, and exhibits for attorney review • Maintain and track corporate filings, compliance requirements, and key deadlines • Manage files and documentation within firm case management systems • Communicate with attorneys and team members to ensure projects move forward efficiently • Help maintain accurate records and ensure matters remain organized and on schedule

• Manage and process billing cycles using Clio Manage, including time entries, invoices, and payment processing. • Track billable hours and ensure data integrity across multiple legal matters. • Act as a liaison between attorneys and clients regarding billing updates, inquiries, and reconciliations. • Proactively follow up on outstanding invoices and manage past-due payments. • Maintain organized billing records and detailed logs of client communications. • Assist with document management, scheduling, and professional correspondence via email and client portals.

• Manage and process billing in Clio Manage (time entries, invoices, and payment processing) • Track billable hours and ensure accuracy across multiple matters • Coordinate billing updates and inquiries with attorneys and clients • Follow up on outstanding invoices and past-due payments • Maintain organized billing records and detailed documentation of client communications • Provide administrative support, including document management and scheduling • Communicate professionally via email, phone, and client portals

• Prepare and submit electronic court filings using a client’s designated e-filing platform • Upload finalized documents, enter required case information, and select appropriate filing codes • Review documents prior to filing to ensure formatting, signatures, and attachments are complete (no legal drafting) • Monitor filing status, confirm acceptance, and address rejections or clerk notices as needed • Coordinate corrections and resubmissions when filings are rejected • File and maintain proofs of filing, confirmations, and related court notices • Track filing deadlines and ensure timely submission in accordance with attorney instructions • Maintain organized filing records and documentation within client systems • Communicate filing status and confirmations to internal teams • Provide limited administrative support related to filings and case coordination • Basic admin tasks as needed.

• Draft petitions and supporting pleadings for Guardianships and Conservatorships • Prepare supporting documents, exhibits, and court-ready filing • Assist with case management and tracking deadlines • Conduct procedural and statutory research as needed • Communicate with supervising attorneys regarding case progress • Ensure accuracy, organization, and compliance with court requirements

• Provide administrative, logistical, and clerical support to attorneys and paralegals. • Serve as a point of contact for client communications, including calls, emails, and follow-ups. • Manage and triage email inboxes to ensure timely responses and proper routing. • Coordinate service of process, including arranging, confirming, and tracking service. • Handle calendaring and deadline entry at the direction of attorneys or paralegals. • Schedule meetings, hearings, depositions, mediations, and client consultations. • Arrange logistics for depositions, mediations, and hearings, including court reporters, videographers, Zoom links, conference rooms, and confirmations. • Assist with dictation by transcribing attorney notes or recorded instructions. • Maintain CRM systems and client files, including organizing, uploading, and updating records. • Prepare basic documents such as cover letters, transmittal letters, signature pages, envelopes, and labels. • Create case summaries from notes, transcripts, or documents. • Perform basic document formatting and cleanup (Word and Excel), including template preparation, spacing, grammar review, and signature coordination. • Order supplies and assist with general administrative errands for the practice.