About the role
The Transactional Business Paralegal supports the attorney with contract drafting, review and organization for software, SaaS, technology, corporate and commercial agreements. The work includes preparing and formatting legal documents, maintaining contract templates, tracking versions, managing signatures and closing checklists, organizing due diligence materials, and assisting with corporate governance, entity formations and transactional filings. The paralegal communicates with clients and counterparties to collect information and coordinate timelines.
Responsibilities
Document drafting
- Draft initial versions of commercial contracts, entity-formation, governance, employment and transaction documents from firm-approved templates, attorney instructions and client information.
- Draft employee handbooks and workplace policies from firm-approved templates and attorney instructions.
- Prepare revised drafts in response to attorney comments, and flag gaps, inconsistencies and open items.
- Assemble attorney-review packages, and prepare execution-ready documents and signature packets after attorney approval.
Labor and employment support
- Conduct attorney-directed research on federal, state and local labor and employment laws, regulations and agency guidance.
- Prepare concise research summaries and issue lists, and flag jurisdiction-specific issues for attorney analysis.
- Gather the client information needed to tailor employment documents, handbooks and policies.
Entity and company filings
- Prepare and submit attorney-approved formation, qualification, amendment, dissolution and annual-report filings.
- Obtain signatures and required information, monitor filing status, and save confirmations to the matter file.
- Maintain entity records and alert the attorney to upcoming filing requirements.
Corporate governance support
- Prepare draft board and member consents, minutes and other governance documents from firm templates for attorney review.
- Keep governance records organized and current, including formation documents, signed consents and ownership records.
- Track governance follow-ups and recurring company requirements, and alert the supervising attorney.
Mergers and acquisitions support
- Prepare diligence checklists, organize responsive documents, and track requests, responses and open items.
- Maintain orderly electronic data rooms and transaction files with version control.
- Prepare status summaries, closing checklists and signature packages.
Client information and matter support
- Request missing documents, approvals and signatures using attorney-approved questionnaires and checklists, and follow up until received.
- Route requests for legal advice, interpretations or negotiation positions to the attorney.
- Organize matter files and meeting materials, and maintain accurate time entries.
Qualifications
Required
- Experience in transactional business matters and drafting contracts or business documents.
- Strong written communication, proofreading, organization and attention to detail.
- The ability to manage multiple assignments, follow templates and instructions, and ask targeted questions when information is missing.
- Proficiency with Microsoft Word, Outlook and Teams, Adobe Acrobat, electronic-signature platforms, and Clio or comparable practice management software.
Preferred, not required
- SaaS or technology experience.
- A paralegal certificate, associate’s or bachelor’s degree, or a comparable combination of education and experience.
- Experience in mergers and acquisitions or employment and labor law.
Work environment
This is a full-time, in-house position at the Scottsdale, Arizona office. It is not remote or hybrid. The role calls for drafting discipline, close attention to detail, sound judgment and a client-service mindset. The paralegal follows attorney instructions and firm procedures, keeps client information confidential, and promptly escalates anything that calls for attorney judgment. Duties may evolve with the firm’s needs and the employee’s demonstrated capabilities.
This role works under the supervision of a licensed attorney and does not involve giving legal advice.