Job Duck

Attorney

• Handle intake and enter details into the CRM.
• Generate letters and professional correspondence.
• Support the team with consistent and accurate workflow management.
• Research open-access databases.
• Update the Case Management System.
• Pull dockets from court systems and attach documents to calendars.
• Communicate with potential clients to gather initial information regarding cases.
• Track time for billing purposes.

Legal Case Specialist

Operations

• Manage complex executive calendars across multiple stakeholders.
• Prepare agendas and ensure follow-up on action items.
• Monitor and manage executive inboxes and communications.
• Track leads, meetings, and ongoing activities.
• Ensure all deliverables are completed on time.
• Coordinate travel logistics when required.
• Coordinate scheduling, meetings, and resolve conflicts proactively.
• Support planning and execution of key business sessions.
• Draft and organize internal and external communications.
• Maintain accurate data and workflows within CRM systems.
• Manage tasks and deadlines using project management tools.
• Facilitate recurring meetings and ensure accountability.

Executive Operations Assistant

• Follow communication protocols and ensure timely responses.
• Assist the team with overflow and backup support when needed.
• Create a strong and welcoming first impression for the firm.
• Support overall team efficiency through organization and responsiveness.
• Maintain accurate records and ensure proper documentation in systems.
• Manage intake-related tasks and support client onboarding processes.
• Provide professional and empathetic communication with potential and existing clients.
• Answer incoming calls and monitor communications across channels.

Receptionist, Legal Front Desk Coordinator

Marketing

• Occasionally support phone call handling in emergency situations
• Collaborate with internal teams to align marketing initiatives with business goals
• Create engaging content including videos, reels, graphics, and promotional materials
• Optimize website performance through SEO, backlinks, and content improvements
• Assist with branding, public relations, and media positioning efforts
• Monitor trends and identify opportunities for viral content and audience engagement
• Develop and execute digital marketing strategies to boost brand visibility
• Manage and grow social media presence across multiple platforms
• Support podcast distribution and growth initiatives using platforms such as Libsyn and Spotify
• Implement AI-assisted marketing workflows and content strategies

Multimedia Marketing Assistant

Accounts Receivable

• Maintain accurate billing records.
• Follow up on outstanding balances.
• Support financial reporting.
• Perform additional billing and administrative tasks as needed.
• Update client lifecycle tracker with billing data upon case completion.
• Build and maintain monthly budget and profit & loss reports in Excel.
• Adjust contingency invoices based on instructions.
• Close out client accounts and apply trust funds as directed.
• Follow up with clients weekly or biweekly via calls and emails regarding outstanding balances.
• Pull reports from the billing platform and maintain accurate records.
• Monitor aging accounts receivable and update tracking spreadsheets.
• Prepare monthly client invoices for review and approval.

Billing Assistant – Accounts Receivable

Manager

• Adjust demand packages based on attorney direction and coverage limits.
• Prepare complete demand packages for attorney review.
• Communicate with insurance adjusters regarding coverage, liability, and demand submissions.
• Verify accuracy of financial information, including medical costs, out-of-pocket expenses, and insurance payments.
• Submit approved demand packages to insurance adjusters.
• Collect, verify, and document required personal, medical, and insurance information.
• Use case management software (for example, Filevine, Clio, Mycase).
• Drafting legal documents including Letters of Protection.
• Serve as the primary point of contact for more than 100 active personal injury clients.
• Conduct consistent follow-up outreach based on the stage of each case.
• Manage approximately 45–50 calls per week and 200+ emails/messages per week.

Virtual Case Manager

Customer Support

• Monitor workflows to ensure nothing falls through the cracks.
• Maintain organized records and communication tracking.
• Request, collect, and follow up on required documents.
• Interact with clients professionally through email and occasional phone communication.
• Support business transactional work as needed.
• Ensure tasks and processes are completed without delays or oversights.
• Schedule calls and coordinate calendars.

Legal Assistant – Case Support Specialist

• Draft legal forms, documents, and correspondence for attorney review.
• Open and close client files, ensuring proper transfer between Clio Grow and Clio Manage.
• Complete miscellaneous tasks assigned by attorneys or paralegals.
• Copy, scan, and file records; maintain filing systems and upload files into Clio.
• Communicate with clients via email, phone, or in person to obtain information or relay updates.
• Coordinate with legal servers to file physical documents.
• Schedule case events and manage the firm’s master calendar.
• Proofread all prepared work before submission to paralegals or attorneys.
• Handle electronic filing with the court and related communications.
• Enter deadlines and reminders into Clio and resolve scheduling conflicts.

Legal and Court Filing Assistant

• Assist with new client setup and onboarding workflows.
• Prepare and send engagement letters accurately and promptly.
• Manage client intake processes from initial contact through onboarding.
• Perform accurate data entry and maintain organized client records.
• Gather case-related information from designated online sources.
• Conduct conflict checks in accordance with internal procedures.
• Answer and direct incoming phone calls in a professional and courteous manner -Call volume: 31 to 45 calls per day.
• Support general reception and administrative tasks as needed.

Legal Intake Specialist

Client Services Representative

• Manage critical communications with providers
• Verify balances and ensure accurate documentation
• Document all findings and interactions in the CRM system
• Coordinate timely follow-ups with relevant stakeholders
• Maintain professionalism and confidentiality in all communications
• Manage call volume and ensure responsiveness to client needs
• Negotiate with providers after training to secure favorable outcomes for clients
• Contact providers on behalf of clients to request and review outstanding invoices, verify balances, and confirm insurance coverage applicability
• Communicate with multiple providers and consolidate inquiries when possible to optimize efficiency.

Virtual Client Services Coordinator II

• File documents with courts
• Draft and send letters to clients regarding case updates
• Support paralegals and attorneys with administrative tasks
• Call opposing counsel and courts as needed
• Manage calendars and schedule consultations
• Maintain accurate records and documentation
• Draft and complete legal forms

Legal Practice Assistant

Digital Marketing

• Ensure marketing deliverables are completed accurately and on time
• Draft, schedule, and distribute email marketing campaigns and monthly newsletters
• Collaborate with internal team members to gather feedback and improve ad performance
• Support the management and analysis of Google Ads and performance metrics
• Create and edit short‑form videos for social media use
• Manage and publish content across Facebook, Instagram, and LinkedIn
• Maintain and organize marketing activities within internal systems
• Create graphic assets aligned with established brand guidelines and color palettes

Digital Marketing Assistant

Financial Planning and Analysis

• Prepare past-due and retainer replenishment letters for review and approval.
• Schedule internal and external meetings.
• Enter, update, and manage tasks in Asana.
• Categorize incoming emails and organize them into folders.
• Track time accurately within internal accounting systems.
• Support leadership with block scheduling and calendar management.
• Coordinate with internal team members to produce weekly accounts receivable lists.
• Prepare draft responses and follow-up emails related to payments.
• Identify and summarize high-priority emails for leadership review.

Financial Executive Assistant

Supply Chain

• Identify exceptions that require custom factory quotations.
• Communicate material details and shipping estimates to clients based on provided data.
• Triage leads and ensure accurate intake through internal systems.
• Manage incoming client orders, requests, and design assets.
• Ensure all deliverables meet quality and accuracy standards before advancing stages.
• Maintain accurate records and status updates within project management tools.
• Move files efficiently through the production pipeline.
• Generate quotes using an online pricing calculator for standard orders.
• Act as the main point of coordination between clients and the design team.

Intake and Logistics Coordinator

Account Executive

• Meeting Confirmation: Sending email reminders and confirmations to potential new clients for scheduled Discovery Calls.
• Cold Calling & Lead Generation: Conducting outbound cold calls to potential clients, with the primary goal of scheduling Discovery Calls.
• Calendar Management: Monitoring the Departmental Calendar for upcoming meetings and coordinating scheduling logistics as needed.
• Conducting Sales Calls: Conducting identify needs and guide them through the sales process.
• Inbound Call Handling: Answering phone calls from potential clients.
• Cross-platforms follow up & outreach: Supporting cold calling efforts by contacting Potential New Clients via email, text messages and LinkedIn to increase response and booking rates.
• CRM Tracking & Pipeline Management: Diligently track all PNC interactions, notes, and status updates within the CRM to ensure accurate reporting and follow-up.