Job Duck

Attorney

• Conduct independent research and proactively solve problems to keep tasks moving.
• Assist with occasional personal tasks as needed.
• Provide administrative and operational support to the Principal Attorney.
• Manage calendars, schedule meetings, and coordinate appointments.
• Manage and organize client and case information within CRM systems.
• Maintain daily communication with clients, ensuring timely, professional follow-ups.
• Prepare and file intellectual property (IP) applications and other legal forms.
• Format, proofread, and review legal documents and correspondence.
• Handle billing, invoicing, and time tracking using legal software platforms.

Legal Case Coordinator

Customer Success Manager

• Facilitate a seamless transition from prospect to client.
• Conduct consistent and strategic follow-up with prospective clients.
• Gather relevant information regarding potential legal matters.
• Conduct initial consultations and discovery conversations with leads.
• Serve as the primary point of contact for prospective clients (PNCs).
• Clearly communicate the value of the firm’s legal services.
• Guide prospective clients through the consultation and retention process.
• Maintain accurate records within CRM and firm systems.
• Maintain organized lead pipelines and communication schedules.
• Manage the complete sales cycle from initial inquiry through retention.

Client Engagement Specialist

Client Services Representative

• Schedule appointments and maintain an organized calendar.
• Conduct basic intake tasks and gather initial client information.
• Follow up with current and potential clients as needed.
• Answer incoming calls and serve as the first point of contact for clients.
• Provide administrative support to ensure smooth daily operations.
• Maintain accurate records in the CRM system.
• Manage communication volume, particularly on high traffic days.
• Coordinate consultation calls.
• Support future sales and social media tasks as responsibilities expand.
• Assist with light marketing activities as delegated.

Client Services Receptionist

Account Executive

• Ensure a smooth handoff of signed clients to the legal team.
• Maintain compliance with professional conduct standards by avoiding legal advice or outcome guarantees.
• Follow up with undecided prospects within 48 hours to advance the decision process.
• Convert approximately 60 percent of consultations into signed client engagements.
• Sell across multiple service tiers covering a broad range of high-value legal service offerings.
• Accurately document all consultations, including objections and client needs.
• Conduct consultative conversations with professionalism, empathy, and composure.
• Run 8 to 12 client consultations per week with prospective clients seeking family law services.

Legal Sales Representative

Collections

• Prepare and revised pre-bills for review.
• Generate invoices and distribute client statements.
• Update payments received daily on Financial Dashboard
• Attend weekly Finance Level 10 meetings to discuss accounts receivable metrics, action items, and departmental issues.
• Draft and send balance reminder emails for clients with outstanding balances.
• Upload time entries for pre-bills when needed.
• Process client credits and adjustments as needed.
• Review and upload attorney and staff time entries into the invoicing system.
• Ensure all legal team time entries are updated daily.
• Improve existing formulas to increase spreadsheet efficiency and streamline financial data population.
• Document and send call logs to the legal team for each client interaction.
• Maintain a master file tracking all client contact attempts.
• Conduct conflict checks for new clients.
• Create weekly client aging reports for Business and Litigation teams.

Billing and Collections Assistant

• Request, track, and organize medical records and documentation.
• Maintain organized case files and track deadlines.
• Ensure all communications reflect professionalism and clarity.
• Support attorneys with case preparation.
• Assist with pre-litigation case development (Personal Injury).
• Draft motions, pleadings, and legal documents (training provided).
• Communicate with clients and medical providers via phone and email.

Legal Case Manager

Executive Assistant

• Support basic administrative and operational tasks.
• Maintain organized records and documentation.
• Ensure follow-ups and tasks are completed accurately and on time.
• Assist with coordination of internal workflows.
• Handle email inbox management and client correspondence.
• Respond to client inquiries in a timely and professional manner.
• Manage scheduling and calendar coordination.

Executive Assistant – Business Support Scheduling Coordinator

• Maintain organized digital filing systems and records
• Collaborate with the legal team to ensure timely case progression
• Support general administrative tasks to ensure smooth day-to-day operations
• Assist with e-filing and document submission processes
• Coordinate calendaring, scheduling, and appointment management
• Answer and direct phone calls while providing a professional and empathetic client experience
• Manage client intake by handling initial inquiries, vetting callers, and gathering relevant case information
• Maintain and update case files, ensuring all documentation is accurate and accessible
• Draft, edit, and organize legal and administrative documents

Law Firm Virtual Assistant

• Collaborate with leadership to streamline workflows and improve efficiency.
• Handle sensitive information with strict confidentiality and professionalism.
• Anticipate executive needs and act proactively to address them.
• Draft correspondence and prepare email responses according to parameters.
• Support administrative projects as assigned by leadership.
• File and organize documents in both digital and physical formats.
• Manage heavy email correspondence and scheduling for attorneys and executives.
• Maintain CRM records and ensure accurate data logging.
• Exercise judgment in determining matters requiring executive attention.
• Coordinate travel arrangements and logistics with accuracy and reliability.

C-Suite Executive Assistant

• Provide a supportive and professional experience that reflects the firm’s values.
• Assist with administrative tasks related to intake and client communication.
• Maintain accurate records of all communications and case details in Excel.
• Send digital agreements and ensure proper documentation is completed.
• Follow up with current and prospective clients to request additional information.
• Politely redirect or refer individuals whose cases do not meet criteria.
• Evaluate and triage cases to determine eligibility and alignment with practice focus.
• Respond to inquiries received via phone, text, and social media platforms.
• Manage inbound intake calls and conduct initial screening of potential clients.

Bilingual Client Care Specialist

Customer Support

• Upload and manage information within MyCase and other systems
• File legal documents and manage document workflows
• Support case management and maintain organized records
• Answer and return client calls professionally
• Handle billing processes and accurately capture billing entries
• Track and capture billable time, including time spent on calls
• Schedule appointments and maintain calendar entries
• Request and manage client reviews (Google reviews)
• Communicate with clients regarding case updates and follow-ups
• Draft legal documents and motions (if qualified)
• Collect retainers and assist with obtaining signed agreements
• Assist with general administrative and operational tasks

Billing and Client Support Specialist

Manager

• Collaborate with internal team members to ensure smooth case management
• Provide general guidance to clients regarding next steps in their cases
• Monitor case timelines and ensure timely follow-ups
• Support both pre-litigation and litigation processes
• Assist in identifying health insurance coverage details
• Maintain regular communication with insurance adjusters
• Follow up with clients regarding treatment progress and case updates
• Request medical records, bills, and police reports
• Answer phone calls and communicate with clients effectively
• Draft legal documents and case-related correspondence

Personal Injury Case Manager

• Support marketing efforts to generate new leads
• Assist in creating and improving internal SOPs
• Support administrative tasks and daily operations
• Send and manage initial intake forms
• Vet and qualify potential clients during the intake process
• Schedule consultations and coordinate client appointments
• Create and manage retainer agreements using provided templates
• Explain legal fees and initial service details to clients
• Draft legal documents and assist with document preparation

Legal Intake & Client Relations Specialist

• Provide administrative and operational support to attorneys and legal staff
• Maintain accurate and up to date case information in CRM systems
• Coordinate and follow up on records requests
• Update and maintain medical chronologies
• Manage communications with clients and insurance companies
• Assist in maintaining structured workflows and case tracking systems
• Support case management from intake through resolution
• Organize and maintain medical records and billing documentation
• Draft demands and discovery documents
• Ensure timely follow up and clear communication with all stakeholders

Legal Case Specialist

• Maintain accurate and up to date records in CRM systems
• Answer and manage all inbound calls using structured intake protocols
• Assist in maintaining structured processes and improving operational efficiency
• Proactively identify pending tasks and ensure completion or escalation as needed
• Ensure all daily, weekly, and monthly workflows are completed on time
• Support follow up communications and client satisfaction efforts
• Support execution of digital marketing tasks and content posting
• Track referrals and manage client onboarding processes
• Coordinate with external vendors for marketing and operational tasks
• Monitor and respond to messages, comments, and reviews across platforms
• Organize case files, documentation, and case tracking systems
• Process retainers, invoices, and monitor payment status
• Manage scheduling, calendar coordination, and court date tracking
• Respond to inbound leads promptly and qualify potential clients