Knight Law Group, LLP · 4 hours ago
Settlement Operations & Case Management
Knight Law Group, LLP is a California litigation firm specializing in Lemon Law. The Settlement Operations & Case Management role oversees and executes all settlement and trust accounting processes, ensuring compliance and coordination across various teams while managing cases from settlement through disbursement.
Law EnforcementLegal
Responsibilities
Manage settlement cases from resolution through final disbursement, ensuring compliance with firm procedures, ethical rules, and trust accounting requirements
Review settlement terms, enter case data into Salesforce, assign cases to Case Managers, and oversee progress through the full lifecycle (typically 60–90 days per case)
Serve as Case Manager for assigned cases, maintaining active caseloads of approximately 40–100 matters
Relay settlement outcomes to clients and request the required documentation
Generate, review, and distribute settlement outcome letters via Nintex and DocuSign
Coordinate with defense counsel for settlement checks, confirmations, surrender details, and loan overpayment requests
Prepare and manage settlement documentation upon client request
Handle motions to enforce settlement, including preparing timelines and exhibits, coordinating attorney assignments, and tracking filings and cancellations
Calculate pre-judgment and post-judgment interest when applicable
Review, draft, and request revisions to releases, tax acknowledgments, and settlement agreements (e.g., NNA, GM)
Log all checks received into the AR Check Log and Salesforce
Prepare and distribute check receipt notifications to Settlement, Finance, and Leadership teams
Deposit checks into Preferred Bank and verify checks from all banking institutions
Save check images, deposit confirmations, and IOLTA-to-Operating transfer confirmations in NetDocuments
Prepare check requests for Armanino and confirm receipt and processing
Print, track, and distribute client checks received from Armanino
Prepare, organize, and manage check signing packets for Managing Partner approval
Meet weekly with the Managing Partner for check signing and track signed checks
Scan and distribute signed client checks to the Settlement Team and prepare mailings
Verify all trust-to-operate account transfers and provide reporting to Finance leadership
Manage the full check process during absences to ensure continuity and compliance
Prepare trial team breakdowns and obtain approvals for payout processing
Update Salesforce tasks related to the trial team and co-counsel payments
Prepare buyback calculations for attorneys upon request
Assemble I&Cs for buyback and settlement calculations (actual and estimated)
Assist with buyback calculations for mediations and special projects
Research KBB values and original MSRP when documentation is unavailable
Serve as point of contact for client inquiries related to settlements, checks, documentation, and timelines
Assist clients with lender payoff calls and verification of financial documents
Verify all client financial documentation, including RISC, payoff statements, titles, registration, refinancing documents, and BK matters
Coordinate surrenders, tows, and surrender emergencies. Arrange client check pickups and draft letters for missing or unresponsive clients
Prepare notarized letters, advance agreements, and DocuSign packages. Respond to OSC hearing inquiries and provide updates to attorneys and teams
Act as Team Lead for the Settlement Department, providing guidance, oversight, and workflow management
Monitor case progress, delegate assignments, and ensure deadlines are met
De-escalate client concerns and assist with escalated calls
Approve PTO, provide coverage during absences, and ensure continuity of operations
Provide operational updates and reporting to upper management for large or complex caseloads
Maintain accurate Salesforce records, settlement logs, and task tracking
Save all settlement-related documentation to NetDocuments in compliance with firm standards
Approve cases ready for dismissal in Salesforce
Answer and manage high-volume emails and phone calls related to settlement matters
Ensure compliance with trust accounting rules, ethical obligations, and internal controls
Qualification
Required
Extensive experience in settlement operations, trust accounting, or legal financial administration
Strong working knowledge of Salesforce, NetDocuments, Nintex, and DocuSign
High level of accuracy and attention to detail in financial and legal documentation
Ability to manage high-volume caseloads and complex workflows simultaneously
Proven cross-functional coordination
Excellent communication, problem-solving, and organizational skills
Ability to handle sensitive financial and client information with discretion
Position requires the ability to communicate with Spanish-speaking clients
Company
Knight Law Group, LLP
Knight Law Group is the preeminent California consumer rights law firm, emphasizing in the practice of Automotive Lemon Law.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2022-10-06
2022-05-22
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