Senior Paralegal Legal Order Process and Customer Dispute Support

Innovate with purpose

At BILL we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools we help businessesfrom startups to established brandsmake smarter decisions and gain control of their operations. And we dont stop there: were creating the future of financial automation so businesses can spend more time on what matters.

Working here means you become part of a vision-driven team thats ready to tackle challenges and build cutting-edge solutions. We value purpose drive and curiosityand we thrive in a fast-paced ever-changing environment. Whether in one of our offices in San Jose CA Draper UT or in a remote-eligible role BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

BILL builds high performing teams and we seek to hire the best talent for every role. Were committed to building a workplace that fosters inclusion and diverse perspectives valuing each persons unique skills and experiences. Wed love to hear from youyou might be just what were looking for whether in this role or another.

Lets give businesses more time for what matters.

Make your impact within a rapidly growing Fintech Company

The role is for a tech-savvy and highly motivated paralegal with extensive legal order process and litigation experience. The paralegal will join a seasoned and efficient Legal team and is fully remote. This paralegal will be responsible for legal order process (LOP) intake responses management and tracking. LOP includes lien notices subpoenas garnishments bankruptcy notices and other discovery orders in both Civil and Criminal proceeds. This legal professional will also provide backup and overflow support for managing and responding to customer disputes and litigation matters. This paralegal will work closely with our collections payment and risk operations customer service and compliance teams and other paralegal legals who support the Legal team. The paralegal will join a passionate and dedicated team of Legal professionals who have developed solid legal response processes supported by current technology tailored to streamline the legal order response process.

Job Requirements

1. Overall responsibility for LOP management and tracking including intake assessment coordination with support teams to take action on the order investigation where needed to assess and respond to orderand preparing responses to third parties.
2. Reviewing all LOP to issue-spot for issues requiring escalation to in-house legal contact.
3. Summarize follow up and help to resolve escalated LOP issues.
4. Accountable and responsible for meeting LOP deadlines identifying need for additional time negotiating and documenting extensions of time.
5. Accountable and responsible for accurate LOP tracking and reporting including working with applications that support LOP management responses and tracking.
6. Demonstrate subject matter expertise in the technologies case management software and other tools used to manage LOP.
7. Own updates and training on LOP Playbooks templates guidelines and conduct training as needed on these resources as needed to guide support teams.
8. Identify and prepare objections to subpoenas and other LOP as needed. Work with in-house and opposing legal counsel to assess and resolve objections.
9. Implement document productions including ability to use appropriate software to ensure productions are secure and appropriately limited. Awareness of potential objections to document productions based on confidentiality privilege and other legal protections. Identify and escalate potential issues related to privilege to in-house lawyers.
10. Conduct legal research to support LOP responses.
11. Assess current LOP processes and where needed create new practical processes and protocols (including refinements to existing playbooks and templates) to increase efficiencies. Guide support teams on use of the same.
12. Collaborate and troubleshoot with support teams on LOP responses.
13. Maintenance and update of case management matter files.
14. Weekly meeting with managing attorney to discuss weekly goals and escalated matters.
15. Weekly meeting with legal dispute team to discuss weekly goals assignments and specific matter strategy and resolution.

Although the focus of this role will be items 1-15 this position will also serve as back-up support for escalated customer disputes and this adjunct role the LOP paralegal will:

1. Open and update case matters for customer disputes and litigation.
2. Assist with internal investigations by working with support teams to gather relevant records and identify and organize factual timelines in clear and succinct summaries to address legal complaints.
3. Assist with settlement agreements including preparing the agreement coordinating the signing of the agreement working with accounts payable to ensure payment deadlines are met.
4. Assist with all aspects of litigation such as collecting records necessary for case evaluation.
5. Update and run reports from dispute management support software.
6. Arrange for service of process and case filings with courts and arbitrators where needed.
7. Ensure regulatory dispute responses meet deadlines.

Competencies (Attributes needed to be successful in this role):

1. Ability to work independently and ownership mindset demonstrated by accountability for meeting legal order deadlines with appropriate response.
2. Good judgement demonstrated by understanding the risks associated with legal orders and applying that knowledge to resolve obstacles and by knowing when to escalate an issue that requires further input.
3. Strong problem solving and critical thinking skills demonstrated by the ability to develop solutions to problems and implement those solutions.
4. Excellent communication skills and a team-oriented approach with the ability to build strong relationships with the support teams that assist us.
5. Techsavvey - able to master applications that support legal order processing flow such as Checkbox and AI tools.
6. Intellectual curiosity and alignment with our core values: Humble Fun Authentic Passionate and Accountable.
7. Strong attention to detail and organizational skills.
8. Drive for results - impact/outcome focused.

Visa Sponsorship:Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

Whats in it for you

Redefining how businesses automate their work is a fast-paced exciting and fun environment. But we also have benefits and perks to ensure the magic isnt only experienced by our customers but by our employees as well.

Here is a preview of some of the amazing benefits here at BILL:

• 100% paid employee health dental and vision plans (choose HMO PPO or HDHP)
• HSA & FSA accounts
• Life Insurance Long & Short-term disability coverage
• Employee Assistance Program (EAP)
• 11 Observed holidays and wellness days and flexible time off
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs
• And much more

Dont believe us Check out our culture benefits and teams on our career site LinkedIn Life or YouTube pages.

BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories perspectives and experiences of our team members. We welcome people of all backgrounds abilities and identities to bring their authentic selves and contribute to our culture.

We are committed to a transparent inclusive hiring process that reflects our values. If you need accommodations at any stage please contact . To ensure a fair evaluation our Candidate Integrity Policy prohibits the use of unapproved external assistance including generative AI during live interviews or assessments. Doing so will result in a review and potential disqualification.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.