Crisp Professional Development

Paralegal

• 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.

Administrative Assistant

• Full calendar ownership for the Managing Attorney – schedule calls, client meetings, internal check-ins, and FJA-related travel; maintain clean, complete calendar entries with key notes/logistics
• Confirm and finalize legal calendar events already placed by paralegals (e.g., depositions, hearings, mediations) by coordinating via phone/email with courts, opposing counsel, experts, and internal stakeholders to ensure everything is truly confirmed and accurately documented
• Schedule depositions and hearings in coordination with the court and opposing counsel; track confirmations, changes, and required next steps until closed
• Schedule and coordinate expert calls – align availability, send logistics, and follow up to secure confirmations
• Proactive reminders for upcoming events, hearings, deadlines, and task follow-through – keep the Managing Attorney (and relevant team members) ahead of deadlines so nothing falls through the cracks
• Prepare the Managing Attorney for meetings and legal events by confirming details, gathering needed information, prompting him ahead of time, and flagging risks/conflicts early
• Manage communication primarily via Teams chat, text, and phone (email used when required for external confirmations); communicate in a direct, low-word-count, bullet-point style
• Reschedule quickly and professionally when conflicts arise – propose options, secure reconfirmations, and update all parties promptly
• Draft routine scheduling/confirmation letters once trained and route for approval before sending (as applicable)
• Follow up with clients, attorneys, opposing counsel, court staff, experts, and team members to keep scheduling threads moving and the Managing Attorney’s workflow smooth
• Anticipate needs, identify gaps, and implement solutions before issues escalate – especially around scheduling bottlenecks and deadline risk
• Keep the Managing Attorney aware of priorities and ensure he does not miss calls, deadlines, or scheduled commitments through a consistent check-in/reminder cadence
• Support firm-wide organization by reducing administrative load on paralegals and the office manager – taking ownership of scheduling, confirmations, reminders, and coordination workflows
• Handle other administrative tasks assigned by the Managing Attorney including light research, travel coordination, and project support, while staying focused on the scheduling/deadlines mission

Global Administrative Assistant

• Litigation + Trial Support: Draft, organize, and manage pleadings, motions, discovery, subpoenas, and trial-related documents; support matters from intake through trial and resolution.
• Law & Motion + Deadlines: Calendar and track litigation deadlines, discovery schedules, motion timelines, court dates, and trial milestones—keeping everything on time and filing-ready.
• Trial Preparation: Prepare and organize trial materials, exhibits, witness files, and case binders; coordinate deposition/hearing prep logistics as needed.
• E-Filing + Service: Handle e-filings (One Legal or similar), track confirmations, and ensure proof of service/service completion is properly documented.
• Case Management (Clio): Maintain accurate, complete, trial-ready files in Clio with clear task workflows and documentation standards.
• Client Communication: Serve as a primary/secondary point of contact; provide timely updates and help prep clients for depositions, IMEs, and court/trial appearances.
• Medical Records + Damages: Request, track, and organize records/billing; assist with medical chronologies, summaries, and damages documentation.
• Probate/Trust Support (Secondary): Assist with filings and organization as needed and flag litigation-adjacent issues (discovery disputes, fiduciary issues, real property overlaps).

Executive Assistant

• Legal Research and Writing: Conduct comprehensive legal research and draft necessary documents including motions and appeals.
• Document Preparation: Prepare, proof, and file legal documents, utilizing platforms such as the EEO and MSPB portals.
• Caseload Management: Support an active legal caseload by tracking deadlines, coordinating filings, and ensuring client communications are handled accurately, professionally, and on time.
• Executive Support: Own executive inbox and calendar management, proactively prioritizing requests, anticipating needs, coordinating travel and meetings, and ensuring high-priority items are followed through to completion.
• Client Communication: Manage and coordinate client communications related to active matters, ensuring timely, accurate, and professional follow-through in alignment with attorney guidance.
• Operational Coordination: Collaborate with internal teams to maintain efficient legal and operational workflows, helping translate priorities into action in a fast-moving environment.

Paralegal / Executive Assistant

Legal Assistant

• Document Management: Request and secure police reports and medical records for case preparations.
• Communication Coordination: Prepare and send standardized correspondence and claims letters.
• Task Execution: Complete routine pre-litigation tasks using Litify task workflows, ensuring timely progression of each file.
• Proofreading and Verification: Review AI-generated documents to ensure accuracy before distribution.
• Client Interaction: Handle prospective client calls, converting inquiries into signed agreements when necessary.
• Team Coordination: Regularly communicate with in-house paralegals and participate in task-focused pod meetings.
• Technology Integration: Utilize AI tools like EVE to enhance document processes and reduce manual involvement.

Global Intake, Legal Assistant

Attorney

Global Legal Support

• Conduct paralegal-level work, focusing on case file organization and supporting the litigation workflow.
• Efficiently assist with document preparation and correspondence to ensure smooth legal transactions.
• Work within our case management system, Litify, to maintain up-to-date information and case progression.
• Provide detailed support in legal research and documentation drafting as required by attorneys.
• Synchronize with in-office staff to provide consistent support throughout all stages of case handling.

Global Legal Assistant

Operations

• Team Leadership: Oversee and manage the operational teams, including onshore and offshore staff, ensuring alignment with the firm's goals.
• Process Development: Create and implement effective processes and standard operating procedures to enhance operational efficiency.
• KPI Management: Develop and monitor key performance indicators to track progress and identify areas for improvement.
• HR Responsibilities: Manage employee relations, support career path development, and oversee HR-related tasks.
• Vendor Management: Handle all vendor contracts and relationships, ensuring alignment and value for the firm.
• Offshore Team Management: Lead and manage the offshore team, ensuring clear communication and efficiency across borders.
• Operational Strategy: Collaborate with leadership to support the firm's strategic objectives and growth initiatives.
• Travel Coordination: Coordinate occasional travel to Latin American locations to support team integration and collaboration.

Director of Operations

Customer Support

• Bilingual Client Communication: Serve as the primary point of contact for Spanish-speaking clients, handling inbound and outbound calls, follow-ups, status updates, and clarifications, while avoiding legal advice and documenting communication clearly.
• Case Follow-Up and Coordination: Organize information coming out of intake, track outstanding items, drive follow-ups to completion, and escalate issues when legal judgment is required.
• Legal Administrative Support: Support attorneys and paralegals with document preparation, e-filings as assigned, and backend case organization with high accuracy and clean documentation.
• Proactive Communication Expectations: Provide frequent, professional updates (the firm wants over-communication, not “radio silence”), maintain polished written English in emails and notes, and keep clients reassured and informed.