Document Specialist

This position is remote; however, we do require employees to reside in the Greater Houston Area in the event that an in‑person training/event occurs.

About the Company

360 Legal is a leading provider of online legal and business solutions, offering a suite of innovative, easy‑to‑use platforms designed to empower individuals, entrepreneurs, nonprofits, and businesses at every stage. As the parent company of a growing family of brands, 360 Legal delivers accessible and affordable services across a wide range of needs – from business formation and trademark registration to estate planning, legal documents, mail management, and nonprofit compliance.

About the Brand

Swyft Legal is on the cutting edge of revolutionizing legal services to help small businesses and individuals by using technology to break through the barriers of traditional, timely, and expensive legal services. Swyft Legal is an Alternative Business Structure that allows non‑lawyers to own law firms and legal service providers through smarter and more efficient means. Swyft Legal services the customers of our sister company Swyft Filings and its related entities to help “Empower the Aspirational.”

Since 2015, Swyft Filings and its companies have grown from a lawyer and two online entrepreneurs into a team of 95 strong – and you can bet we’re not done yet. We’re proud to have been ranked as one of the fastest‑growing companies in Houston, nationally by the Inc 5000 for four years in a row. As we anticipate an exciting future, we invite you to be part of our ongoing journey, contributing to our culture of innovation and excellence.

About You

To empower the aspirational so our clients can fulfill their dreams, we need a Document Specialist to review each document carefully, ensuring accuracy and meeting deadlines, all while creating an exceptional customer experience. You will take ownership of obtaining, reviewing, and assembling documentation promptly, while consistently keeping customers up‑to‑date. This role will help us provide everything needed for searching, filing and maintaining of a trademark to protect the name, brand, slogan or logo for the life of its use, with the potential for expanded documentation responsibilties.

Leveraging legal knowledge and technology, utilizing the combined skills of our founders, we have streamlined the process and trained our Document Specialists to help our clients every step of the way. We are looking for goal oriented team‑players to help us create and build the businesses of our customers. You’re a self‑starter, a learner, a problem solver – someone who can think on their feet and is comfortable taking the initiative in a fast‑paced environment while paying close attention to detail.

General Expectations

• Punctuality – Be on time.
• Accountability – Hold yourself and your teammates accountable for your work.
• Mutual respect - Embrace the talents of your colleagues and our clients.
• Integrity - Do what’s right, because it’s right.
• Quality - Make something better, today.
• Empathy - Build connections through kindness.
• Empowerment - Live our mission.
• Consistency – Dependably maintain a high quality for your work you conduct.
• Innovation - Believe it’s possible.
• Problem Solving - There is no such thing as “Not my problem.”
• Humility - Embrace and drive change.
• Fearlessness - Challenge yourself to think and dream big.
• Reliability – Consistent attendance and punctuality

What You’ll Do

• Become a Trademark and Copyright filing expert through constant training
• Be responsible for accurate and timely production of legal documents for the customer and/or government agencies
• Manage and coordinate third‑party filings and process serving deadlines
• Provide quality service by maintaining and following procedures, staying up‑to‑date with government requirements, resolving processing complications, and recording time measurements
• Work closely with Swyft Legal Attorneys, Customer Service and Operations, communicating effectively throughout the organization.
• Consistently communicate status updates with customers
• Support operations by cross‑training on related jobs
• Contribute to team effort by accomplishing related results as needed

What You’ll Need

• Copyediting, proofreading, or detailed documentation review experience
• Basic computer skills with Microsoft Office, Internet, and related software applications
• Professional team player with the ability to multi‑task in a fun, fast‑paced environment
• Effective communication and the ability to explain complicated terms to non‑technical audiences
• Willingness to learn, take on new initiatives, and not require micromanaging
• Ability to be adaptable, highly organized, proactive and detail‑oriented
• Experience conducting general research