Job Duck

Customer Support

• Help maintain a positive, organized, and client-centered experience
• Ensure timely follow-ups, task completion, and case progression
• Prepare and send monthly client communication campaigns
• Support outreach efforts by posting content on social media platforms
• Conduct client intake processes and accurately gather information
• Answer incoming calls and provide professional assistance to clients
• Manage calendars, emails, and client communications efficiently
• Maintain accurate and organized case records within internal systems
• Assist attorneys with case-related administrative and coordination tasks
• Communicate with clients to provide updates and ongoing support throughout personal injury cases

PI Case Support Specialist

Executive Assistant

• Ensure deadlines, meetings, and important commitments are properly tracked and managed.
• Monitor email communications and prioritize important matters.
• Coordinate and book meeting locations as needed.
• Manage and maintain the executive’s calendar, meetings, and daily schedule.
• Identify opportunities to improve workflows and administrative processes.
• Utilize Claude and other available tools to support reporting and data analysis.
• Maintain accurate records and information within Clio and Lawmatics.
• Handle inbound and outbound phone communications professionally.
• Track action items and ensure timely follow-up on tasks and commitments.
• Assist with administrative tasks related to appointments and scheduling.
• Create, run, and pull reports from internal systems and databases.
• Provide high-level executive support while maintaining professionalism and confidentiality.

Executive Assistant – Operations

Marketing

• Lead and optimize paid advertising efforts for a growing legal services organization.
• Take ownership of advertising campaigns across multiple platforms.
• Continuously improve performance through data analysis, testing, and optimization.
• Work closely with leadership to transform marketing insights into impactful results.

Marketing Assistant – Digital Advertising Specialist

Attorney

• Organize and maintain electronic client records in the CRM system
• Assist with general office organization and electronic filing systems
• Answer and direct incoming calls with professionalism
• Process and respond to incoming emails according to firm guidelines
• Monitor and manage overflow call system
• Make referrals for callers seeking assistance outside the practice area
• Handle confidential information in compliance with legal requirements
• Gather basic caller information and document accurately

Bilingual Legal Receptionist

Legal Assistant

• Support attorneys and legal staff with administrative tasks.
• Handle inbound and outbound calls as part of daily operations.
• Open and manage new claims efficiently and accurately.
• Request and follow up on medical records from providers.
• Draft and send legal correspondence and letters.

Personal Injury Legal Assistant I

Administrative Assistant

• File documents within court systems following established procedures.
• Manage calendaring and perform date calculations to ensure compliance.
• Schedule appointments, hearings, and deadlines.
• Prepare initial drafts of discovery requests and client communications.
• Review, proofread, and finalize legal documents for accuracy.
• Prepare legal forms and documentation.
• Support attorneys with daily legal tasks and case-related activities.

Legal Operations Administrative Assistant

• Manage client follow-ups via text messaging to ensure timely updates.
• Answer inbound calls and conduct follow-up phone calls with clients and relevant parties.
• Review Social Security files and documentation for accuracy and completeness.
• Prepare and submit status requests to monitor case progress.
• Review, request, and organize medical records for case development.
• Prepare, organize, and submit records to the Social Security Administration.
• Prepare and submit required Social Security forms and documentation on time.
• Receive, review, and process incoming records and documentation.
• Organize documentation for filings and case submissions.
• Prepare and submit records to medical providers and related institutions.
• Maintain accurate and detailed case notes for tracking and updates.
• Coordinate and follow up on medical appointments and related documentation.
• Communicate with Social Security Administration representatives regarding case matters.

Intake and Case Support Specialist

• Assist with trust and estate administration tasks, including document tracking and electronic filing.
• Provide administrative support for financial and legal workflows tied to client services.
• Ensure accuracy and organization across all administrative and client documentation.
• Prepare, collect, and complete forms related to banking and financial accounts.
• Manage and prioritize a high-volume, complex email inbox, ensuring timely responses and proper routing.
• Handle professional, high-level inbound and outbound phone calls with clients and partners.
• Support legal timekeeping and billing processes (similar to law firm environments).

Executive Administrative Coordinator – Legal, Financial

• Organize and maintain case files and discovery documentation
• Support ongoing client communication including SMS follow-ups and updates
• Prepare and assist with filing standard legal documents such as notices of appearance and discovery requests
• Assist with electronic discovery review and organization of case-related materials
• Manage calendar scheduling and appointment coordination
• Coordinate travel logistics related to legal cases
• Schedule client meetings, including coordination for individuals both in and out of custody
• Manage client intake processes and maintain clear communication with prospective and current clients

Legal Administrative Assistant – Criminal Practice

• 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.