About Us

Role Overview

What Sets This Opportunity Apart?

• Mission-driven-­ Work in a fast-paced team environment with a clear purpose: helping families and small-business owners navigate the best path forward.
• Pre-qualified caseload- Every client you work with has already completed intake and onboarding. No intake calls. No chasing leads. No collecting fees. Just focused casework from day one.
• Partner-firm coordination- ­ Serve as a primary point of contact for our collaborating law firms across the United States, helping cases move forward smoothly.
• Modern, automation-forward operations- ­ Work in a technology-driven environment built for analysis, clarity, and speed. No paper, no fillable PDFs, no endless copying and pasting. Just clean, structured, high-impact work.
• Zero court friction. No e-filing. No clerk back-and-forth. No court scheduling. No chasing judge-specific local rule changes. Just the work that matters.
• Rapid-growth environment We are scaling fast, and so is the opportunity. As we grow, so do our people — with clear paths into case operations leadership and team management at a company where the work genuinely changes lives.

Key Responsibilities

• Manage client preparation for bankruptcy evaluations and feasibility analysis.
• Organize and review client financial documents and the initial assessment prepared by the intake/onboarding team.
• Draft client summaries and pre-filing analyses for partner bankruptcy law firms in preparation for document transfer and case coordination.
• Communicate regularly with clients regarding missing information, next steps, and preparation requirements.
• Update internal case-management systems with accurate notes, statuses, and document uploads.
• Support internal strategists with feasibility modeling, debt-analysis worksheets, and pre-filing readiness assessments.
• Maintain strict confidentiality and adhere to all ethical guidelines governing paralegal work.

Skills & Qualifications

• Required: At least 2 years of bankruptcy paralegal experience, including hands-on preparation of Chapter 7, Chapter 11 (Subchapter V), and/or Chapter 13 cases.
• Preferred: Experience in a bankruptcy law firm, trustee’s office, or debt-resolution firm handling small-business cases.

• Required: Paralegal certificate from an ABA-approved program, or a paralegal certification (NALA CP, NFPA PACE/PCCE, or equivalent).
• Preferred: Associate or bachelor’s degree in paralegal studies, legal studies, or a related field.

• Required: Working command of bankruptcy schedules, statements of financial affairs, means testing, and creditor matrix preparation.
• Preferred: Familiarity with small-business financial statements, debt-analysis workflows, and SBA loan documentation.

• Required: Reliable internet connection, professional video presence, and a solid remote-work setup; clear written communication for client correspondence and attorney memos.
• Preferred: Strong listening skills and empathy—essential for guiding clients through document collection during a stressful season of their business life.

• Detail-driven, dependable, and organized; comfortable managing multiple cases at once in a fast-paced, fully remote environment under attorney supervision.

• Proficient in Microsoft Office and CRM or case-management platforms (HubSpot preferred). Familiarity with bankruptcy software (Best Case, NextChapter, or similar) is a plus.

• A heartfelt commitment to integrity, compassion, and service, reflecting our mission to help business owners find freedom from financial hardship.

Compensation

• Base Salary – $40,000–$65,000 (based on experience and certification)
• Bonus – Tied to case completion milestones and client satisfaction scores.
• On-Target Earnings (OTE) – $45,000-$75,000

Benefits & Perks

• 100% Remote – Serve our mission from anywhere with flexibility balancing work and life
• Growth Opportunities – Rapid growth and dedication to ongoing training and clear paths for advancement within our purpose-driven team
• Generous PTO – Four weeks of paid time off to recharge and maintain well-being
• Benefits – Health insurance and retirement plans intended to launch in Q4 2026

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