Cozen O'Connor

Legal Assistant

• Operates in an innovative centralized team of experienced administrative professionals.
• Supports attorneys with specific client matters and a variety of practice groups by processing work in an efficient and accurate manner.
• Requires excellent communication, organizational, and computer skills.

Insurance

• Monitor Budget inbox emails (new matters from website, template requests, template submissions)
• Coordinate information with legal teams to submit budget requests, including follow ups when not returned in a timely manner
• Maintain budget history and information within a shared spreadsheet
• Follow up on new assignments to see if the firm has opened the matter for budget template submission
• Compare/Report frequent non-response users
• Backup to the Appeals Coordinators, which includes assisting on high volume days and when one is out of the office
• Assist with closing of subrogation matters and/or any other special projects

Insurance Specialist

QA Automation Engineer

• Partner with attorneys, paralegals, and administrative staff to understand manual and repetitive workflows that are candidates for automation.
• Produce clear, well-structured process documentation including written narratives, step-by-step procedures, and visual flow diagrams.
• Translate documented business processes into actionable automation requirements that development and AI engineering staff can build against.
• Act as an ongoing liaison between non-technical business users and the Development Operations team — gathering feedback, clarifying requirements, and organizing change requests.
• Design and build agents that surface firm knowledge, answer common questions, and route requests for staff and clients.
• Integrate Microsoft 365 Copilot capabilities and prompt-driven actions into existing firm workflows under the guidance of senior engineers.
• Test, iterate, and document each solution; provide user-facing training materials and quick-reference guides.
• Verify that AI solutions touching client or matter data respect attorney-client privilege boundaries and existing information barriers.
• Help maintain an inventory of AI agents, flows, and Copilot extensions, including their data sources, owners, and risk classification.
• Review proposed automations for cyber risk — including data exposure, over-permissioned connectors, prompt-injection exposure, and uncontrolled data egress — and escalate concerns to senior security staff.
• Support audit and compliance activities (SOC 2, client security questionnaires, internal reviews) by producing evidence and documentation for AI and automation systems.
• Triage and resolve tickets related to automation workflows and processes.
• Monitor scheduled flows and agents for failures; perform root-cause analysis and remediation.
• Contribute to internal documentation, runbooks, and the firm's AI usage guidelines.
• Support the Development Operations project delivery deadlines for firm wide efforts.

Automation Engineer

Marketing

• Pitch & Proposal Development: Create tailored pitches, proposals, and marketing materials for specific practices; track results, and analyze trends, as well as respond to other requests for marketing materials.
• Content Creation: Proactively update and maintain biographies, brochures, practice group descriptions, web copy, matter lists, and other collateral.
• Awards & Rankings: Prepare and manage award submissions for assigned practices, working directly with attorneys to submit responses in a timely manner.
• Digital & PR Content: Create web content, including news items and event descriptions, as well as draft press releases to support the firm’s visibility. Coordinate alerts and other communications.
• Event, Conference, & Sponsorship Management: Coordinate event and conference logistics, including agenda planning, developing invitation lists, speaker logistics, attendee tracking, materials preparation, internal communication, and strategy. Provide onsite support and liaise with attorneys and other departments. Coordinate sponsorship opportunities by evaluation options, managing deliverables, tracking benefits, and ensuring alignment with practice group goals.
• Research & Analysis: Conduct research on existing and prospective clients, competitor activity, and industry or market trends to assist in the development and execution of marketing plans and business development efforts.
• Cross-Team Collaboration: Work closely with other marketing, communications, and graphics team members and perform other duties as assigned.
• Other: Manage other business development projects as necessary.

Marketing Specialist

Client Services Representative

• Assist with various client requests for additional information on invoices
• Ensure proper administration of internal write-off policies
• Monitor e-billed invoices deductions and assist with helping to reduce deductions
• Maintain accurate files of attempts to contact clients and records of discussions
• Assist with the cleanup of unallocated receipts and short paid invoices
• Process write-offs for identified accounts
• Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
• Perform tasks at a high level with customer service being top priority
• Research and resolve invoice inquiries/issues
• Place direct phone calls and emails to customers that are past due
• Provide copies of past due invoices and recapping invoices when necessary
• Update comments in Aderant system
• Assist with payment posting, client refunds and fund reallocations
• Research payment allocations and unidentified payments

Client Services Specialist

Operations

• Support the development and execution of the firm’s strategic plan.
• Partner with practice group leaders, department heads, and administrative leaders on growth strategy, market expansion, pricing, talent, and other commercial topics.
• Build the analyses, materials, and recommendations that firm leadership uses to make decisions.
• Translate findings into actionable plans the business actually adopts — and stay involved through execution.
• Identify high-value AI use cases in partnership with our innovation team, and help shape buy-vs-build decisions.
• Help deploy AI, focusing on the hard work of process design, change management, and adoption that determines whether AI tools deliver value.
• Stay close to how AI is reshaping legal services and surface new opportunities early.
• Lead end-to-end redesigns of complex, cross-functional business processes — from diagnosis through implementation and adoption.
• Identify opportunities to simplify and modernize how work gets done across the firm.
• Bring structured problem-solving and project management discipline to operations work.

Strategy & Operations Manager

Attorney

• Maintain attorney’s agenda
• Manage attorney phone calls, including receiving/screening calls and setting up conference calls
• Type, transcribe and revise all communications and legal documents including memoranda, correspondence, legal documents, charts and tables using various word processing software
• Participate in weekly meetings and manage the agenda and minutes
• Proofread all work for both content and context
• Make extensive travel arrangements
• In conjunction with Finance, maintain billing rates
• Prepare and submit conflict checks and NBIs
• Open, organize, prepare and maintain client and office files both in electronic and paper filing systems
• Use the Firm's docketing program. Enter all required scheduling and dates in the program
• Coordinate CLE training classes
• Process attorney weekly time summaries and expense reports and meet the weekly deadline for reporting such items to ensure that attorney records are processed in a timely manner
• Monitor emails for both self and attorney being supported
• Coordinate, schedule and docket/calendar meetings, court reporters, conference calls and client tasks
• Maintain client contact lists for marketing events

Legal Practice Assistant

• Prepares/transcribes legal correspondence, pleadings, memos, reports, and forms from Big Hand or other media.
• Prepares new client and/or new matter forms.
• Prepares expense reports and check requests.
• Prepares engagement letters, invoices, and other case administration documents as needed, at direction of either attorney or paralegal.
• Prepares and handles documents for E-Filing
• Inputs critical dates and deadlines into Firm’s electronic docketing system
• Schedules Depositions and Mediations
• Provides efficient workflow including the duplication, printing, mailing, and merging of documents.
• Proofreads all work for accurate content and context.
• Prepares and maintains client and office files both in electronic and paper filing systems.
• Liaises with third party vendors when necessary to coordinate services.
• Communicates with clients (via phone or email).
• Performs data entry, which includes inputting clients’ personal biographic or corporate information into firm software.
• Schedules and coordinates meetings and conferences, including greeting client and distribution of material.

Paralegal

• Document management—including but not limited to, review of documents for responsiveness, bates labeling, organization of documents and compiling information for discovery responses/pleadings/motions, depositions and trial preparation
• Draft discovery requests and responses
• Witness interviews
• Draft Rule 26 disclosures
• Create damage models for wage/hour cases
• Electronic filing in state and federal courts
• Facilitate document production (hard copy and electronic formats)
• Management of litigation databases and support of electronic discovery processes
• Review documents for privilege and compile privilege logs
• Prepare, serve and follow up on subpoenas
• Assist at trial, including tracking exhibits and coordination of courtroom equipment to present electronic evidence and exhibits

Labor and Employment Paralegal

Data Engineer

• Learn and maintain a deep understanding of the firm’s transactional system data, including how it is structured, used, and integrated across business applications.
• Develop, manage, and monitor ETL/ELT data integration pipelines to ensure high quality data and seamless movement between systems and platforms.
• Write, test, and optimize SQL queries, stored procedures, functions, and scripts to extract, transform, and retrieve data efficiently and reliably.
• Develop, manage and maintain business intelligence and reporting tools (operational reports, dashboards, ad-hoc analysis) to support the business objectives of the firm.
• Apply best practices in data governance and metadata management to support consistency, transparency, and compliance across the data ecosystem.
• Create and maintain clear, well organized technical documentation that supports ongoing development, troubleshooting, and knowledge sharing.
• Collaborate with the IS Compliance team to provide required evidence for audits and to support ongoing ISO certification renewals.

• Maintain attorney’s calendar; follow-up as needed and confirm various meetings throughout the workday
• Manage attorney phone calls, including receiving/screening calls and setting up conference calls
• Type, transcribe and revise all communications and legal documents including memoranda, correspondence, legal documents, charts and tables using various word processing software
• Participate in weekly meetings and manage the agenda and minutes
• Proofread all work for both content and context
• In conjunction with Finance, process invoices, bills and net recovery distributions
• Prepare and submit conflict checks and New Matter Intake Forms
• Open, organize, prepare and maintain client and office files both in electronic and paper filing systems
• Use the Firm's docketing program. Enter all required scheduling and dates in the program
• Electronically file documents with the courts
• Fill out, revise and/or update information for Status Reports
• Coordinate CLE training classes
• Process attorneys’ weekly time summaries and expense reports and meet the weekly deadline for reporting such items to ensure that attorney records are processed in a timely manner
• Monitor emails for both self and attorneys being supported
• Coordinate, schedule and docket/calendar meetings, court reporters, conference calls and client tasks
• Maintain client contact lists for marketing events
• Assist in preparation for trials, hearings, and conferences, including document organization and coordination.

Analyst

• Compile and prepare detailed subrogation packets summarizing damages for paid insurance claims for multiple types of coverages (building/dwelling, auto, personal property, business interruption, additional living expenses, loss of use, cyber, etc.
• Review claim files, adjuster notes, invoices, estimates, photos, and other supporting documents to ensure completeness and accuracy
• Organize documentation into clear, logical, and compliant damage summaries for internal review or external submission
• Verify that all required information is included to support paid damage claims
• Communicate with claims adjusters, recovery specialists, and other internal teams to obtain missing or updated information
• Maintain accurate records of prepared packets and track file progress within subrogation workflows
• Ensure all documentation adheres to firm standards and legal guidelines
• Identify and redact information from damage supports based on privacy and/or privilege
• Assist with general subrogation support tasks, including file updates, data entry, and correspondence as needed

Subrogation Damages Analyst

• Assist attorneys in with all aspects of trial preparation, (including trial attendance, organizing evidence, preparing exhibits, scheduling witnesses, ensuring that witnesses are ready when needed)
• Assist in preparing legal documents including pleadings, discovery requests and responses and records release authorizations
• Oversee/assist with the discovery process, including the analysis of medical records, scheduling depositions, assisting with discovery requests and responses, organization and production of documents and preparing /filing pleadings, privilege logs and memoranda
• Establish and maintain strong communications with attorneys, clients, witnesses, etc.
• Perform factual research and investigation addressing various trial issues
• Utilize computer databases to research, organize, and store information
• Be proficient in using LEXIS, Westlaw and other online computer assisted research databases
• Keep apprised of all developments of E-discovery, including the technical aspects of collecting, reviewing, and producing electronically stored information (state and federal court)
• Proficiency in PACER, Relativity, billing software, case management software, Adobe Acrobat, and Trial Director preferred

Litigation Paralegal

• Assist attorneys with all stages of litigation
• Assist in preparing and filing (including e-filing) of legal documents including motions, discovery, and agreements in state and federal courts around the country
• Assist in preparing, filing, and coordinating service of state and federal subpoenas
• Establish and maintain strong communications with clients, experts, witnesses, etc.
• Oversee/assist with the discovery process, including subpoenas, locating witnesses, scheduling depositions, assisting with discovery requests and responses, and preparing /filing pleadings, privilege logs, and memoranda
• Perform factual research and investigation
• Case file management (create, organize, track and maintain files; monitor calendars and meeting deadlines; document actions; input information into file database and case management software)
• Utilize computer databases to organize, store and access information; conduct moderately complex research on LEXIS, Westlaw and other online computer assisted research databases

• Assist with various client requests for additional information on invoices
• Ensure proper administration of internal write-off policies
• Monitor e-billed invoices deductions and assist with helping to reduce deductions
• Maintain accurate files of attempts to contact clients and records of discussions
• Assist with the cleanup of unallocated receipts and short paid invoices
• Work with clients to reconcile any accounting discrepancies
• Process write-offs for identified accounts
• Build relationships with attorneys to identify clients that can be contacted for paying outstanding balances
• Perform tasks at a high level with customer service being top priority
• Research and resolve invoice inquiries/issues
• Place direct phone calls and emails to clients that are past due
• Provide copies of past due invoices and recapping invoices when necessary
• Update comments in Aderant system
• Assist with payment posting, client refunds and fund reallocations
• Research payment allocations and unidentified payments

Legal Assistant

Insurance Specialist

Automation Engineer

Marketing Specialist

Client Services Specialist

Strategy & Operations Manager

Legal Practice Assistant

Legal Assistant

Labor and Employment Paralegal

Data Engineer

Legal Practice Assistant

Subrogation Damages Analyst

Litigation Paralegal

Litigation Paralegal

Client Services Analyst