Cozen O'Connor

Project Manager

• Lead and manage end-to-end eDiscovery projects across the EDRM lifecycle, including data collection, processing, review preparation, and productions
• Serve as the primary point of contact for clients and legal case teams, providing strategic guidance, clear communication, and proactive issue resolution
• Develop and manage project plans, budgets, timelines, and resource allocations
• Oversee Relativity workspaces, including setup, data ingestion, workflow design, quality control, and production management
• Ensure work product complies with ESI protocols, client specifications, court rules, and internal SOPs
• Oversee a pod of two or more technologists, managing workloads, assigning tasks, monitoring capacity and deadlines, and providing coaching and performance oversight
• Coordinate and support forensic data collections from email systems, cloud platforms, social media, laptops, and mobile devices
• Identify project risks and implement mitigation strategies
• Partner with internal leadership to improve workflows, tools, and processes and develop best practices
• Stay current on emerging eDiscovery technologies, legal trends, and industry best practices
• Use ServiceNow to intake, track, prioritize, and manage eDiscovery requests, incidents, and project tasks
• Maintain complete ServiceNow documentation and collaborate with internal teams to triage and escalate tickets

Senior Project Manager

Legal Assistant

• Prepare, revise, format, proofread, and transcribe legal correspondence, pleadings, memoranda, reports, forms, and other documents via the BigHand workflow tool or other source material.
• Prepare and manage documents for electronic filing, including confirming applicable court requirements and supporting retrieval and filing of accepted or file-stamped copies.
• Enter critical dates and deadlines accurately into the Firm’s electronic docketing system.
• Prepare new client and new matter documentation, engagement letters, invoices, check requests, expense reports, and other matter-administration materials.
• Schedule and coordinate depositions, mediations, meetings, conferences, and related logistics.
• Coordinate travel arrangements, including transportation, automobile rentals, and hotel reservations.
• Maintain electronic and paper client and office files, including organizing emails and documents in the Firm’s document management system.
• Communicate professionally with attorneys, clients, colleagues, courts, and third-party vendors by telephone and email.
• Perform accurate data entry in Firm systems.
• Provide document production and administrative support, including copying, printing, scanning, mailing, assembling, and merging documents.
• Review all work for completeness, accuracy, formatting, context, and compliance with instructions.
• Manage multiple assignments and competing deadlines, communicate status and capacity, and escalate questions or risks when appropriate.
• Support colleagues and contribute to balanced workflow and consistent service across the centralized team.
• Perform other duties as assigned based on attorney, client, team, and business needs.

Paralegal

• Oversee due diligence review, including title, survey, and zoning, for multi-state commercial real estate transactions
• Review title and survey documents for commercial transactions
• Prepare title objection letters, objection responses, and transaction requirement/exception memoranda
• Negotiate title insurance policies for acquisitions and loans
• Order, coordinate, review, and negotiate revisions to surveys
• Order and review zoning reports for apartments and commercial properties
• Prepare Pennsylvania and/or New Jersey deeds and transfer tax forms
• Obtain signatures and follow up on recording, including hard-copy or electronic recording
• Order entity certificates of good standing and certified formation documents
• Order bankruptcy, UCC, litigation, and tax searches
• Handle entity formation and qualification in all states and retrieve EINs from the IRS
• Obtain independent managers/directors for entities when needed
• Prepare closing binders
• Provide title and survey training to new associates
• Cover the New York office for loan work and specific New York transactions

Real Estate Paralegal

Billing Specialist

• Prepare and distribute monthly pre-bills and ad hoc billing submissions according to client and attorney requirements
• Review and process narrative revisions, time adjustments, and cost corrections for billing accuracy and compliance
• Generate and finalize client invoices accurately and promptly
• Prepare LEDES and other electronic billing file formats for client-specific e-billing requirements
• Submit invoices through electronic billing platforms and vendor portals
• Monitor invoice submissions, resolve transmission issues, and ensure successful delivery and acceptance of e-bills
• Maintain records of client billing guidelines, outside counsel guidelines, and billing requirements
• Establish and maintain client-specific rate structures, exception rates, and billing arrangements in financial systems
• Manage an assigned portfolio of attorneys and clients, maintaining billing preferences, proforma status, billing schedules, and special requirements
• Partner with attorneys, legal assistants, and finance team members to address billing inquiries and complete billing activities
• Identify and escalate billing issues affecting invoice submission, client compliance, or revenue realization

Billing Coordinator

Systems Engineer

• Provide technical leadership and expertise related in the design, development, implementation, and support of integrations between financial systems and enterprise applications, collaborating across Finance and IS teams.
• Lead the technical aspects of financial systems projects, including requirements gathering, solutions design, testing, implementation, and continuous process improvement.
• Partner with Finance and IS stakeholders to evaluate business requirements, recommended solutions and enhancements, and identify opportunities to improve existing systems, processes, and reporting.
• Design, develop, maintain, and troubleshoot integrations between Aderant Expert and other financial, business, and enterprise applications using Microsoft technologies, including SQL Server Integration Services (SSIS).
• Design, develop, optimize, and support SQL Server database solutions, including complex T-SQL queries, stored procedures, views, functions, and other database objects that support financial applications, reporting, integrations, and automation.
• Design, develop, and maintain reporting solutions utilizing SQL Server Reporting Services (SSRS) and other reporting tools to deliver operational, financial, and ad hoc reporting capabilities.
• Create and maintain comprehensive technical documentation for financial applications, integrations, automated processes, and reporting solutions.

Senior Financial Systems Engineer

Attorney

• Translate program priorities into actionable plans with clear owners, milestones, dependencies, and deliverables.
• Manage pilots, deployments, and other innovation projects across concurrent workstreams.
• Anticipate roadblocks, resolve issues, and escalate decisions with clear recommendations.
• Build and improve operating processes for intake, prioritization, user provisioning and offboarding, license allocation, support, and product updates.
• Clarify needs, document requirements, and coordinate delivery with legal and technical specialists.
• Serve as the day-to-day business owner for platforms such as Harvey, CoCounsel, and DeepJudge.
• Manage vendor relationships and coordinate configuration changes, feature evaluation, testing, and rollout.
• Organize onboarding, training, and communications with internal teams, vendors, and subject matter experts.
• Manage support requests through resolution and investigate product issues.
• Monitor adoption, license utilization, costs, and outcomes; recommend improvements and support renewal, expansion, or replacement decisions.
• Maintain documentation, shared guidance, templates, and training resources.
• Implement AI governance procedures and coordinate reviews, testing, and approvals.
• Maintain solution inventories, approval records, and review schedules.
• Coordinate approved responses to AI-related client questionnaires and RFPs.

Manager, Legal Innovation Operations

Assistant

• Process requests to update matter and client information
• Process requests to close files
• Set up split file information in the finance system
• Monitor notifications for newly opened matters daily
• Audit e-bill submissions, matter maintenance, and other billing-related processes daily
• Process time transfer requests
• Complete new vendor form requests and set up new e-bill websites
• Assist billers with simple billing, narrative edits, and invoice recapping
• Assist the billing department with ad hoc requests and projects
• Work alongside Billing Coordinators to maintain accurate firm databases for efficient client billing
• Report directly to the Billing Assurance Supervisor