Beveridge & Diamond PC

Events

• Support the Marketing Events Coordinator in planning and executing virtual and in-person events for clients and prospects.
• Research event venues and vendors.
• Create invitations in Vuture (our email marketing software).
• Track and correspond with attendees.
• Assist lawyers with speaker preparation.
• Produce event collateral, including nametags, signage, PowerPoints, and handouts, at the direction of lawyers and the Marketing Events Coordinator/Specialist.
• Provide day-of event support.
• Periodic travel may be required.
• Assist with event follow-up.
• Update the Marketing events calendar.
• Draft event and speaking posts for B&D’s website.
• Serve as the point person for the firm’s inventory of promotional items (swag), including selecting items, providing reviews, maintaining inventory, and managing the firm’s online firm store.
• Coordinate shipping of materials to event location.
• Produce attendee reports from InterAction (client relationship management database).
• Serve as our InterAction data steward, including managing the inbox of data change management requests and working with lawyers and legal administrative assistants on contact management.
• Other duties as assigned.

Marketing Events Assistant

Paralegal

• Conduct electronic and paper filing with courts, agencies, tribunals. Assist with court/administrative hearings, including travel to hearing locations Assist with preparing pleadings, motions and other litigation instruments. Assist with e-discovery; manage and control electronic and paper case materials. Proofread, check accuracy of quotes and citation formats in legal documents. Review documents and conduct factual analysis; conduct factual research. Summarize legal documents and data; create compilations. Assist with preparing reports, correspondence and litigation papers. Review local court rules and identify filing requirements and deadlines. Assist attorneys with depositions, trials, mediations, arbitrations or other forms of ADR Draft and submit FOIA requests to state and federal agencies.

Administrative Assistant

• Provide advanced administrative support services to facilitate smooth operation of the firm and aid attorneys and clients
• Oversee billing and accounting tasks including opening new client/matter numbers, performing conflict checks, providing monthly bills for attorney review, transfers, write-offs, corrections, applying retainers, handling third-party billing disbursements, and acting as liaison with Accounting on past due receivables
• Coordinate billing with other Legal Administrative Assistants and handle special billing requests
• Enter and review attorneys’ time entries in InTapp Time and maintain time entry deadlines
• Prepare and reconcile monthly corporate credit card statements and process expense reports
• Process and format Word and Excel documents in prescribed Firm formats; perform court services including filing, requesting transcripts, and litigation searching; prepare PowerPoint presentations with basic graphic enhancements
• Proofread documents for accuracy, grammar, punctuation, and conformity to Firm formats; prepare correspondence and email drafts for attorney review
• Ensure documents are properly saved to the Firm’s document management system and verify metadata cleansing
• Open and distribute incoming mail and arrange document delivery methods
• Set up and maintain client, work, chronological, pleading, and personal files including electronic files in iManage and coordinate transfer to offsite storage
• Coordinate meetings, schedule conference rooms, arrange catering, and manage meeting setup/cleanup
• Maintain Outlook calendars, provide reminders, schedule meetings and court appearances
• Coordinate docketing with Docket Coordinator, maintain tickler system, and docket case/motion schedules per rules
• Maintain knowledge of state and federal court filing procedures
• Coordinate national and international travel arrangements and handle travel changes
• Perform or outsource photocopy, bindery, scanning, and printing tasks and coordinate large copy requests with Office Services
• Maintain attorney contacts in InterAction, update contact information, merge duplicates, and manage distribution lists
• Participate as an active member of the Legal Administrative Assistants’ team and provide back-up and overflow support as needed
• Maintain facilities and kitchen, order and stock supplies, and assist with event planning and execution
• Perform other duties as assigned as needed