Financial Services Company Maintains Continuity Through Staffing Transition

Financial Services Company Maintains Workflow Continuity with Interim Paralegal

PROBLEM

A multi-billion-dollar financial services company faced a staffing gap when a long-serving paralegal retired. While the legal department launched a search for a permanent replacement, the process took longer than anticipated due to the company’s high standards for the role. To maintain workflow continuity while they continued searching, the legal team needed an interim corporate paralegal. Ideally, they wanted someone who had experience handling compliance, regulatory, and corporate legal issues in the financial services or financial technology industries.

SOLUTION

Latitude provided a corporate paralegal with more than a decade of experience supporting legal departments in the financial services and fintech sectors. The paralegal joined the team on a full-time contract basis. After three months, the company hired a new paralegal, ending the engagement—until that hire didn’t work out. The legal team re-engaged the same Latitude Paralegal for an additional two-month contract while their search resumed. Ultimately, the company hired a new full-time team member, concluding the Latitude engagement.

This flexible solution allowed the company to maintain stability, minimize disruption, and ensure consistent legal support through multiple transitions.