Crisp Professional Development

Bilingual

• Own client onboarding from day one, review attorney consultation notes and the signed representation agreement, identify case type and parties, and create a customized document checklist tailored to case and country of origin.
• Set clients up in the immigration practice management system, configure questionnaires, language settings, and reminders, and send the initial onboarding email with clear steps and timelines.
• Host the Zoom onboarding meeting two days after the initial email, answer questions, align expectations, and establish a weekly cadence for follow ups during onboarding.
• Coordinate documents and data collection, review uploads for completeness and accuracy, request missing items, and guide clients on acceptable formats and sources.
• Draft clean, client ready cover letters and assemble preliminary packets, then route for attorney review. Support online filings through USCIS and Department of State portals when directed.
• Maintain proactive status updates, provide “no update yet” check ins so clients feel supported while cases are pending, and prepare files for interview readiness.
• Field inbound calls and one off questions with patience and clarity, escalating issues that require attorney input.
• Collaborate closely with the attorney and case team, deliver concise updates, spot risks early, and uphold data integrity across systems.
• Model the firm’s service standard, blend technical accuracy with warmth, and help strengthen long term client relationships.

Bilingual Case Manager

Paralegal

• Case Management: Track each case from sign-up through litigation to resolution, ensuring deadlines and milestones are met.
• Calendar Management: Oversee discovery and filing deadlines, ensuring all dates are well-documented and tracked.
• Medical Records Management: Coordinate the ordering, tracking, and follow-up of medical records, ensuring all are received and in order.
• Document Management: Handle the organization and preparation of legal documents, ensuring everything is filed accurately.
• Client Communication: Serve as a point of contact for clients, providing updates and responding to inquiries with professionalism.
• Scheduling: Organize depositions, mediations, and court proceedings, ensuring all parties are informed and prepared.
• Litigation Support: Assist attorneys with discovery responses, document drafting, and evidence gathering.
• Accountability Driving: Actively hold the attorney accountable by following up on deadlines, pushing next steps, and ensuring no case stalls.

Global Paralegal

Operations

• Regularly review case files and track progression of cases
• Act as the organizational engine by following up with attorneys
• Manage high-volume communications and file management
• Attend case meetings to provide updates
• Work across various teams within the firm
• Identify inefficiencies and expand into broader operational responsibilities

Operations Coordinator

Bookkeeper

• QuickBooks Cleanup: Conduct a thorough audit and cleaning of existing QuickBooks files, identifying misclassified transactions and correcting broken reconciliations.
• Trust Accounting Compliance: Manage IOLTA account handling, trust transfers, and three-way reconciliations to mitigate compliance risks.
• Systems Stabilization: Clarify revenue and expense tracking, ensuring accurate books in preparation for tax filing.
• Documentation: Provide clear, comprehensive documentation of corrections and establish processes for maintaining clean books.
• Future Preparation: Prepare the firm for a system migration with a clean financial slate, ensuring successful transition to MyCase.

Global Bookkeeper

Legal Assistant

• Document Drafting: Draft discovery responses, briefs, and other complex legal documents with precision and clarity.
• Client Collaboration: Communicate with clients to gather important information and documents needed for case progress.
• Legal Research: Conduct thorough legal research to support case strategies and attorney decisions.
• Filing Coordination: Manage court filings and ensure all legal documents are submitted accurately and on time.
• Attorney Support: Work alongside attorneys to handle active matters, optimizing their workload and procedural flow.
• Paralegal Tasks: Perform advanced paralegal functions, contributing substantively beyond administrative duties.
• Workload Expectations: Maintain a consistent workload aligned with full-time billing expectations, ensuring timely completion of assignments and responsiveness to attorney needs.
• Case Ownership: Support matters from intake through final resolution, including motion practice, filings, and ongoing case development.
• Client & Stakeholder Communication: Communicate regularly with clients, administrative agencies, and opposing counsel to gather information, coordinate next steps, and ensure cases progress efficiently.
• Organization & Case Management: Maintain organized digital files, track deadlines, and ensure timely updates across all active matters.

Global Law Clerk

• Medical Records Management: Request, track, and organize medical records and bills from providers and vendors; summarize records and assist in preparing medical timelines or narratives.
• Discovery Support: Draft preliminary interrogatory responses and requests for production; coordinate with clients to gather answers and documents.
• Demand Preparation: Compile medical records and bills and assist in drafting demand letters for attorney review.
• Litigation Support: Schedule depositions and case events; assist with document production and case preparation. Submit electronic court filings.
• Client Communication: Maintain proactive contact with clients to gather updates, obtain documentation, and provide case status updates.
• Systems Management: Maintain organized case files and notes in Clio and internal document systems.
• Workflow Management: Manage deadlines and high-volume case tasks while following established SOPs and contributing to process improvements.

Global Personal Injury Paralegal

Attorney

• Litify / Salesforce Optimization: Lead configuration, workflow improvements, reporting enhancements, and user support to ensure the platform aligns with firm operations and performance goals.
• Reporting & Analytics: Develop and maintain dashboards and executive-level reporting frameworks that provide visibility into operational KPIs and case performance.
• Data Management & Governance: Pull, validate, reconcile, and consolidate data across systems while establishing best practices for data integrity and accuracy.
• Microsoft & SharePoint Administration: Support and optimize SharePoint and Microsoft 365 tools (Teams, Outlook, OneDrive, etc.) to enhance collaboration and document management.
• Azure & IT Infrastructure Support: Provide support within Azure environments and assist with broader IT systems to ensure stability, scalability, and security.
• Systems Integration & Improvement: Identify opportunities to streamline processes, automate workflows, and improve cross-platform functionality.
• Collaboration: Partner closely with the CTO and firm leadership to prioritize initiatives, and align systems with long-term firm strategy.

Manager, Legal Technology and Analytics

Digital Marketing

• Drive Revenue: Utilize marketing data analytics to identify opportunities for increasing revenue.
• Develop and Monitor KPIs: Establish key performance indicators to track the success of marketing initiatives.
• Analyze Marketing Data: Collect, analyze, and interpret marketing data to understand performance trends.
• Data-Driven Strategy Development: Develop and execute marketing strategies informed by data-driven insights.
• Cross-Functional Collaboration: Work closely with sales and marketing teams to ensure implementation of marketing initiatives.
• Vendor Collaboration: Partner with external marketing vendors to coordinate campaigns and projects.
• Lead Follow-Up Cadence: Create and maintain a structured process for following up with leads.
• Drip Marketing: Design and manage email marketing drip campaigns.
• Platform Assessment: Evaluate the firm's current marketing platforms to ensure they effectively track and analyze key metrics.

Digital Marketing Operations Specialist

• Insurance Claims Setup: Establish and maintain both first and third-party insurance claims, ensuring accuracy and completeness.
• Medical Records Management: Request, track, and acquire medical records and bills from providers; follow up proactively to secure timely submissions.
• Balance Confirmation: Verify balances owed to medical providers and monitor until the information is acquired and documented.
• Subrogation Requests: Prepare and dispatch subrogation requests to health insurance carriers, ensuring follow-through on necessary actions.
• Client Updates (Written Only): Provide written treatment-status updates to clients through the firm’s CRM (text/email style). This role is not expected to handle client phone calls.
• Collaboration: Work closely with in-house case managers to execute tasks efficiently and prioritize workloads.
• Reporting Line: You will report directly to the firm’s two Case Managers, who will assign priorities and review progress.
• Technology Use: Operate within SmartAdvocate CRM and Microsoft 365 to document and track case progress and communications. You’ll also collaborate internally using Microsoft Teams and support communication workflows using RingCentral as needed.

• Complete Case Management: Manage 60–70 criminal defense cases from initiation to conclusion, ensuring all legal procedures are meticulously followed.
• Client Communication: Serve as the firm's primary contact point, addressing client inquiries and maintaining open lines of communication via text, email, and calls.
• Scheduling and Coordination: Efficiently organize attorney calendars, client meetings, and consultations, ensuring all stakeholders are informed promptly.
• Document Management: Organize and file essential case documents, including motions and discovery, in compliance with firm protocols.
• Technology Utilization: Leverage CRM systems like Clio and Case Status to maintain accurate case records and client communications.

Criminal Defense Paralegal – Global

• Execute accurate and timely e-filing in Georgia courts, ensuring critical documents are properly submitted and organized to keep cases moving forward without delay.
• Review and help prepare discovery requests and responses, gather essential client materials, and organize information in a way that strengthens case strategy and attorney review.
• Maintain structured, well-organized case files in Dropbox and track case progression in Google Sheets to support seamless litigation workflows.
• Conduct consistent monthly client touchpoints, helping ensure clients feel informed, supported, and confident throughout the litigation process.
• Contribute to the progression of approximately 50–70 active cases, providing dependable litigation support across multiple attorneys and helping drive meaningful outcomes.

Global Litigation Paralegal

Business Analyst

• Data Integrity: Audit and refine data entry processes within Filevine and Lead Docket for accuracy and consistency.
• Reporting Development: Create and maintain dashboards to provide leadership with on-demand insights into firm operations.
• SOP Creation: Develop standard operating procedures for data capture and reporting, ensuring clarity and compliance.
• Compliance Enforcement: Monitor data entry practices, enforce standards, and ensure staff adherence to data protocols.
• KPI Support: Assist in the rollout and tracking of operational KPIs across departments, focusing on automation and efficiency.