Cozen O'Connor

Attorney

• Prepare, transcribe, and revise correspondence and legal documents (e.g., memoranda, pleadings, court filings, charts, and tables) using word processing software
• Prepare and submit electronic filings in federal and state courts
• Proofread all work for typographical and grammatical purposes
• Provide litigation support, including preparing documents for filing and service; organizing hearing and exhibit materials; coordinating court reporters; and preparing courtesy copies of pleadings
• Maintain attorney calendars; coordinate meeting logistics; and confirm appointments throughout the day
• Manage attorney phone calls, including screening calls and scheduling conference calls via Microsoft Teams and other platforms
• Support weekly meetings by preparing agendas and recording/distributing minutes
• Arrange travel for assigned attorneys
• Monitor email for assigned attorneys, as requested
• Open, organize, and maintain client and office files in electronic and paper filing systems
• Use the Firm’s docketing program to enter and maintain deadlines and required dates
• Track, compile, and submit expense reimbursements and vendor invoices in the Firm’s finance system (ChromeRiver)
• Prepare and submit conflict checks and new matter intake forms
• Prepare, proofread, and process engagement letters and other correspondence
• Assist with closing files in accordance with department protocol
• Prepare and update status reports and recurring client communications
• Coordinate CLE training classes
• Maintain client contact lists for marketing and client events
• Coordinate logistics for client and guest meetings (e.g., breakfasts, lunches, and dinners)
• Reserve conference rooms for depositions and meetings, including confirming videoconferencing needs and attendee counts

Legal Practice Assistant

• Support the team’s Chair and Vice Chair in Chicago.
• Assist attorneys in various aspects of the practice group.
• Type, transcribe and revise all communications and legal documents including memoranda, correspondence, legal documents for court filings, charts and tables using various word processing software.
• Prepare and submit electronic filings in federal and state courts.
• Proofread all work for typographical and grammatical purposes.
• Provide litigation support as needed, including legal documents prepared for filings and submissions, hearing and exhibit preparations, coordinate court reporters, prepare courtesy copies of pleadings, and other support tasks as needed.
• Maintain attorney’s calendar; support advance meeting preparation, follow-up as needed and confirm various meetings throughout the workday.
• Manage attorney phone calls, including receiving/screening calls and setting up conference calls via Microsoft Teams and other platforms as may be requested.
• Participate in weekly meetings and manage the agenda and minutes.
• Make travel arrangements for assigned attorneys.
• Monitor emails for both self and attorney being supported (as requested by assigned attorney).
• 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.
• Track, compile, organize, and submit expense reimbursements and vendor invoices into the firm’s finance database (Chrome River).
• Prepare and submit conflict checks and New Matter Intake Forms.
• Prepare, proofread, and process engagement letters and other correspondence.
• Assist with closing files per department protocol upon file conclusion.
• Fill out, revise and/or update information for Status Reports and recurring client communications.
• Coordinate CLE training classes.
• Maintain client contact lists for marketing events.
• Coordinate all details for client/guest meetings, including breakfasts, lunches, and dinners.
• Assist in obtaining and reserving conference rooms for depositions and meetings, including confirming videoconferencing needs and attendee numbers.

Paralegal

• Assist attorneys in all stages of litigation
• Assist in preparing and filing (including e-filing) of legal documents in state and federal court
• 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)
• Document management including, but not limited to, review of documents, proofreading, bate labeling, organization of documents and compiling information for discovery responses, pleadings, and motions
• Perform factual research and investigation
• Lead subpoena and third-party records retrieval efforts
• Draft correspondence and memoranda for attorneys as requested
• Familiarity with e-discovery, including the technical aspects of collecting, reviewing, and producing electronically stored information (state and federal court)
• Experience in Relativity, LiveNote, Case/Time Map, Summation, Adobe Acrobat, and Trial Director is a plus.
• Trial preparation and attendance at trial (organizing evidence, preparing exhibits, scheduling witnesses, ensuring that witnesses are ready when needed)
• Skilled at entering time in billing systems such as InTapp so that entries are not deducted for vague time entry descriptions or time that is excessive.

Commercial Litigation Paralegal

• Assist attorneys in all stages of litigation
• Assist in preparing and filing (including e-filing) of legal documents in state and federal court
• 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)
• Document management including, but not limited to, review of documents, proofreading, bate labeling, organization of documents and compiling information for discovery responses, pleadings, and motions
• Perform factual research and investigation
• Lead subpoena and third-party records retrieval efforts
• Draft correspondence and memoranda for attorneys as requested
• Familiarity with e-discovery, including the technical aspects of collecting, reviewing, and producing electronically stored information (state and federal court)
• Trial preparation and attendance at trial (organizing evidence, preparing exhibits, scheduling witnesses, ensuring that witnesses are ready when needed)

• Assist attorneys with all stages of litigation including trials
• 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 attorneys in with all aspects of trial preparation
• Assist in preparing legal documents including motions, contracts, and agreements
• Oversee/assist with the discovery process, including the analysis of medical records obtaining IME’s, scheduling depositions, assisting with discovery requests and responses, and preparing /filing pleadings, privilege logs and memoranda
• Establish and maintain strong communications with clients, experts, witnesses, etc.
• Perform factual research and investigation addressing various trial issues
• Utilize computer databases to organize, store and access information; conduct moderately complex research on LEXIS, Westlaw and other online computer assisted research databases
• Trial preparation and attendance at trial (organizing evidence, preparing exhibits, scheduling witnesses, ensuring that witnesses are ready when needed)
• 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

Subrogation Paralegal

Accounting Manager

• Maintain ownership of general ledger activity across assigned client relationships, reviewing and approving invoices, preparing journal entries, and recording assets and liabilities
• Prepare monthly and quarterly financial statements, including income statements and balance sheets
• Perform account reconciliations for bank and investment accounts, identifying and resolving discrepancies
• Review and process invoices, disbursements, income, credit card activity and other transactions with accuracy and proper classification
• Maintain full-cycle bookkeeping for real estate holdings and alternative investments. Track and reconcile capital calls, contributions, distributions at the investment level and RE taxes, property expenses, income at the property level
• Support tax reporting processes, including 1099 NEC preparation, K-1 tracking & reconciliation, and coordination with external accountants
• Manage payroll processing (ADP/Paychex), record related general ledger activity, and perform reconciliations to ensure payroll system data aligns with the general ledger for quarterly and year-end tax reporting; prepare documentation for workers’ compensation audits.
• Serve as a primary point of contact for assigned clients, communicating financial information clearly and responding to inquiries with accuracy, professionalism and discretion
• Support client onboarding, bill pay, and ongoing administrative activities
• Coordinate with external advisors (tax, legal, investment, insurance) and vendors to ensure alignment and timely execution of client needs
• Maintain accurate, organized, and up-to-date client records including financial, personal, property, insurance, and vendor documentation
• Partner with internal team members to ensure seamless service delivery and accurate financial reporting
• Assist with process improvements and system updates to enhance accounting and reporting workflows, while identifying opportunities to introduce additional services to existing clients
• Support ad hoc projects and ongoing operational initiatives
• Demonstrate exceptional integrity, transparency, professionalism, and sound judgment in all activities

Legal Practice Assistant

Legal Practice Assistant

Commercial Litigation Paralegal

Commercial Litigation Paralegal

Commercial Litigation Paralegal

Subrogation Paralegal

Accounting and Relationship Specialist – Multi Family Office