Planet Depos

Role Description The Legal Transcriber/Editor requires a versatile candidate with great attention to detail and excellent organization and communication skills. The ideal candidate must be a positive team-player that can work well under pressure, easily grasp concepts, use discretion and independent judgment, and solve problems in a professional and timely manner. The Legal Transcriber/Editor is primarily responsible for the final stages of transcript creation. This includes: - Quality-checking, editing, formatting and certifying final transcript files for production - Tracking deadlines and updating job notes LEGAL TRANSCRIBER/EDITOR ESSENTIAL FUNCTIONS: - Edit and quality-check transcripts with audio - Format and supplement transcripts as needed - Certify accuracy of transcripts - Maintain and update shared Transcription calendar and Production boards - Coordinate deliverables with Production and Client Services departments - Enter job notes in legal support software (ReporterBase) with accuracy - Perform transcription and production duties as needed - Provide detailed feedback about audio quality, spellings, and annotations to digital court reporters - Provide detailed feedback about scopist/transcriber transcript quality - Provide suggestions on how to improve transcription workflow through process improvements and/or utilization of technology - Work towards CET (AAERT) certification, if not already certified - Other duties as assigned Qualifications - Minimum of three years’ experience with court or legal transcription and/or CET (AAERT) certification - Superb written and verbal communication skills - Experience with Microsoft Office and Adobe products - Strong attention to detail and excellent customer service skills - Analytical and problem-solving skills - Decision-making skills and good judgment - Ability to work in a professional and confidential environment Requirements - Minimum of three years’ experience with court or legal transcription and/or CET (AAERT) certification - Must have superb written and verbal communication skills - Experience with Microsoft Office and Adobe products - Strong attention to detail and excellent customer service skills - Analytical and problem-solving skills, decision-making skills and good judgment - Must be able to work in a professional and confidential environment Benefits - Medical - Dental - Vision - Voluntary Term Life Insurance - Voluntary Whole Life Insurance - Voluntary Long Term Disability - PTO - Paid Holidays - 401(k) - Employee Assistance Program (EAP) Company Description EOE M/F/D/V

• Own the AI architecture across Planet Depos’s product surface • Set the agentic-first development pattern for the team • Ship agentic product surfaces in production • Define the specific outcomes the agent has to deliver

• Generate and provide rate sheets and pricing estimates to clients prior to job dates. • Evaluate and prepare custom pricing arrangements when applicable. • Reconcile contractor and vendor invoices against biweekly and monthly payroll records. • Research and respond to contractor and vendor inquiries regarding payment schedules, disputes, payment status, and other payment-related questions. • Maintain timely and professional communication with clients and contractors. • Perform credit card and payroll reconciliations. • Process resource payment information, including direct deposit and W-9 forms. • Track and perform market analysis related to vendor and contractor costs. • Maintain and update accurate pricing and payroll records within software systems and repositories. • Provide financial, administrative, and clerical support to the finance team. • Assist supervisors, managers, and executives with special projects, as requested. • Perform other duties as assigned.

• Responsible for generating new revenue, maintaining and growing existing revenue, while providing best-in-class customer service and building strong client relations. • Selling global litigation services to law firms both locally and nationally, while also acting as a liaison between clients and PD’s internal operations teams. • Service existing accounts through a relationship-based approach • Establish new account revenue through researching and identifying potential leads, soliciting new law firms, building rapport, providing education and information around PD offerings • Drive sales activity to achieve monthly and quarterly revenue goals • Engage in technical discussions with potential clients through demonstrations and presentations • Collaborate internally with sales team, sales management, and marketing • Provide all clients with superior customer service • Participate (in person or virtually) in association functions, client visits, lunch and learns, demonstrations, and any other client activities as necessary • Daily usage of company provided CRM to track activity and customer follow up • Work collaboratively with all operations teams to ensure customer satisfaction

• Receive and track audio and files from digital reporters • Assign, coordinate, and track transcription assignments with resources and vendors • Communicate regularly with digital reporters and transcribers regarding audio/transcript status and other client requests • Provide feedback on digital reporter job submissions • Monitor department inbox to promptly respond to client questions and other requests • Field transcription-related phone calls and emails • Maintain and update shared transcription calendars with deadlines • Coordinate deliverables with production department • Guide clients through the client-provided audio transcription request process, including providing cost estimates • Enter job notes in Reporter Base • Perform transcription duties as needed • Provide suggestions on how to improve transcription workflow, policies and procedures through process improvements and/or utilization of technology • Other duties as assigned

• Prepare and produce client invoices for services provided. • Process and electronically send a high volume of invoices to clients. • Thoroughly review database job notes to ensure accurate billing of all services and products provided. • Prepare payment to vendors. • Communicate with Operations, A/R and A/P departments regarding transcript orders and client and vendor inquiries. • Prepare draft invoices for client review. • Responsible for accurate accounting documentation. • Identify and resolve accounting discrepancies. • Observe confidentiality of client data. • Maintain and update job, client and vendor database records with billing-related information. • Assist with special projects as needed. • Perform other duties as assigned.

• Field all post-job client and reporter-related phone calls and emails, ensuring prompt and professional responses. • Monitor the production table and rush board, prioritizing jobs according to due dates to ensure timely delivery. • Investigate client issues and billing-related disputes, addressing concerns and working to achieve positive resolutions. • Provide clients and the production department with estimated transcript/job costs, ensuring transparency and clear communication. • Review and track final transcript files received from reporters, ensuring accuracy and timely delivery. • Enter comprehensive job updates and notes in Reporter Base, ensuring all changes or progress are well-documented and easily accessible. • Maintain accurate case, firm, and contact notes in Reporter Base, ensuring the latest information is always available for reference. • Assist in the translation process by responding to inquiries, assigning resources, and ensuring smooth production flow. • Perform other duties as assigned to support the team and maintain seamless client service operations.

• Edit and quality-check transcripts with audio. • Format and supplement transcripts as needed. • Certify accuracy of transcripts. • Maintain and update shared Transcription calendar and Production boards. • Coordinate deliverables with Production and Client Services departments. • Enter job notes in legal support software (ReporterBase) with accuracy. • Perform transcription and production duties as needed. • Provide detailed feedback about audio quality, spellings, and annotations to digital court reporters. • Provide detailed feedback about scopist/transcriber transcript quality. • Provide suggestions on how to improve transcription workflow through process improvements and/or utilization of technology. • Work towards CET (AAERT) certification, if not already certified. • Other duties as assigned.

• Document and visualize workflows across departments, identifying inefficiencies and opportunities for improvement. • Analyze business processes and recommend data-informed enhancements to improve efficiency, communication, and performance. • Coordinate and contribute to process improvement initiatives from assessment through implementation, ensuring cross-department alignment and timely follow-through. • Build and maintain dashboards and reports using multiple datasets to support decision-making. • Assist with merging and maintaining historical and new datasets as the company transitions systems over the next 1–2 years. • Work with department leaders to understand processes and support operational clarity. • Other duties as assigned

• Lead and direct the International Scheduling team to ensure the department is operating efficiently and providing impeccable customer service to clients, resources and colleagues. • Oversee daily operations and analyze workflows to meet priorities and objectives of department. • Formulate, revise, and roll out departmental policies and operating procedures. • Create and maintain department training materials and reference guides. • Initiate and implement programs and technology advancements to improve service levels and overall operational efficiency. • Ensure all phone calls and emails are being responded to promptly and that the International Scheduling team is consistently demonstrating PD’s commitment to impeccable customer service. • Collaborate with other managers to improve communications, increase efficiency, and foster cross team partnerships. • Ensure international processes/protocols are consistent with Domestic Scheduling and there is regular communication between the departments. • Establish a rapport with clients, court reporters, videographers, interpreters, and vendors by demonstrating expertise, empathy, and a “can-do” attitude. • Review weekly job calendar to ensure proper resource assignments and assist the International Scheduling team in rearranging coverage when necessary. • Assist with and oversee the coordination of travel arrangements for resources. • Prepare quarterly reports for senior management and executive team and conduct analysis of same. • Investigate and resolve significant client issues on behalf of management. • Regularly research international laws and regulations regarding taking depositions to ensure that Planet Depos is armed with the latest information. • Maintains updates to International Deposition Guide. • Conduct monthly department meetings to discuss upcoming cases/jobs, topics of concern, and policy/workflow changes. • Conduct annual employee performance reviews and monthly 1:1s. • Conduct hiring, training, and performance management to ensure staff competency and achievement of department goals; develop team members through coaching, career development mentoring, and motivational techniques. • Establish performance standards and track same. • Review and approve timesheets and PTO requests. • Regularly monitor OT. • Plan for fluctuations in staffing to ensure adequate department coverage. • Foster a cohesive team environment and plan for team bonding events, interdepartmental events, and fun activities to highlight PD’s Core Values. • Review and approve employee and I/C job-related travel expenses. • Assist in onboarding of new PDA employees. • Analyze and advise of new staffing needs for PDA employees. • Manage international resource roster. • Build strong relationships with PD’s international employees and I/C’s, regularly gathering feedback to ensure a seamless scheduling process. • Handle urgent after-hours/weekend inquires, as needed. • Other duties as needed.