Paralegal

• Answer incoming calls, make outgoing follow-up calls, and handle all phone communications for the firm.
• Follow up with leads and schedule initial paid consultations.
• Clearly and confidently explain the consultation fee to prospective clients, emphasizing the value and benefit of speaking with an attorney.
• Manage the attorney's calendar for consultations and client appointments.
• Import new leads into the CRM (LAWCUS) and ensure client information is accurately updated following all phone calls.
• Draft legal documents utilizing the firm's CRM, which includes mergeable templates.
• Perform necessary data entry, tweaking and finalizing documents where information is populated from client intake forms (as the system is not 100% automatic).
• Proactively follow up with clients to request missing documents or missing information needed to progress their files.
• Monitor and track crucial deadlines and timelines on client files.

Paralegal, Client Success Assistant

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