Job Duck

Attorney

• Support attorneys and team members by ensuring all intake information is complete and accurate.
• Monitor incoming leads and act promptly to avoid missed opportunities.
• Collect documents from clients and upload them into the CRM systems.
• Collaborate with management and the front desk during onboarding and workflow transitions.
• Help improve conversion rates by delivering highly attentive and personalized interactions.
• Maintain professionalism and clarity when setting expectations with clients.
• Nurture potential clients via phone and email communications.
• Conduct outbound follow‑up calls to warm leads to encourage conversion and scheduling.
• Perform accurate data entry and maintain organized digital files.
• Meet one‑on‑one with clients to gather essential information.

Legal Intake and Client Specialist

Billing Specialist

• Maintain and update billing sheets (currently one, with potential for two)
• Follow up with clients to confirm receipt of invoices and resolve any issues promptly
• Manage and maintain two separate billing platforms
• Perform billing tasks using our proprietary software, PAMS
• Track and reconcile bank accounts accurately

Billing Coordinator

Legal Assistant

• Support attorney operations by keeping all systems updated
• Monitor and follow up on task queues
• Handle minimal inbound and outbound calls related to scheduling
• Maintain accurate calendars in Outlook and Clio
• Maintain organized digital systems and workflows
• Route documents to appropriate queues for attorney review
• Upload, categorize, and file documents in Clio and Asana
• Draft responses and escalate priority messages to the attorney
• Manage, organize, and triage daily emails and text messages
• Process a high volume of daily communications, including 50–100 emails and 10–20 text messages, ensuring each message is reviewed, prioritized, and routed appropriately.
• Schedule appointments, deadlines, and internal meetings

Legal Assistant, Legal Communications & Support Assistant

Customer Support

• Manage client communications, coordinating schedules, and ensuring timely follow-up on critical tasks.
• Assist with drafting and filing legal documents, uploading and preparing orders.
• Liaise with other attorneys’ offices to maintain smooth case progress.
• Prepare and file motions accurately and on time.
• Schedule appointments and follow up on pending matters.
• Draft and manage client communications with professionalism and clarity.

Attorney Support Specialist

• Assist with billing coordination, expense tracking, and time-entry follow-ups
• Communicate with internal departments to relay litigation needs
• Prepare, format, and proofread non-substantive litigation documents
• Organize and maintain electronic and physical case files
• Reserve conference rooms and vendor services as needed
• Maintain strict confidentiality and adhere to firm policies and procedures
• Provide direct secretarial support to litigation paralegals and case teams
• Arrange travel accommodations and prepare itineraries
• Coordinate calendars for depositions, hearings, and meetings
• Handle day-to-day administrative tasks to maintain workflow efficiency
• Assist with court filing logistics and e-filing systems under supervision

Office Administrator, Legal Assistant

• Communicate with internal departments to relay litigation needs.
• Arrange travel accommodations and prepare itineraries.
• Assist with billing coordination, expense tracking, and time-entry follow-ups.
• Organize and maintain electronic and physical case files.
• Assist with court filing logistics and e-filing systems under supervision.
• Coordinate calendars for depositions, hearings, and meetings.
• Prepare, format, and proofread non-substantive litigation documents.
• Reserve conference rooms and vendor services as needed.
• Provide direct secretarial support to litigation paralegals and case teams.
• Maintain strict confidentiality and adhere to firm policies and procedures.
• Handle day-to-day administrative tasks to maintain workflow efficiency.

Legal Office Administrator II

Executive Assistant

• Provide essential support to the Chief Financial Officer and Chief Legal Officer.
• Ensure calendars run smoothly and critical tasks are handled with precision.
• Communicate travel needs to Bridger’s travel coordinator.
• Upload, organize, and send legal contracts for execution.
• Resolving conflicts and coordinating events.
• Travel coordination support.
• Initiate travel arrangements.
• Document and contract management.
• Lead implementation of DocuSign-based management system.
• Coordinate with the sales department on document handling.
• Full ownership of calendaring for the Chief Financial Officer and Chief Legal Officer.
• Sending calendar invites.

Executive Assistant, Documentation Coordinator

• Prepare and file motions accurately and on time.
• Communicate effectively with other attorneys’ offices to coordinate case activities.
• Upload and draft orders in compliance with legal standards.
• Schedule appointments and follow up on pending matters.
• Draft and manage client communications with professionalism and clarity.

Insurance

• Ensure compliance with confidentiality standards.
• Handle tasks that cannot be automated with AI.
• Manage CRM records and maintain accurate data.
• Follow up with insurance companies to move claims forward.
• Request and organize documentation for claims.
• Communicate with clients, insurance carriers, and mortgage companies.
• Support team projects and assist with administrative needs.
• Coordinate internally with licensed Public Adjusters and field staff.

Insurance Documentation Specialist

• Schedule hearings, meetings, and deadlines.
• File documents with the court in compliance with procedural requirements.
• Save and organize documents within the Case Management System.
• Perform e-filing with courts and legal systems.
• Prepare general form pleadings for attorney review.
• Support attorneys with administrative and litigation tasks as needed.
• Ensure confidentiality and compliance with legal standards.
• Translate for Spanish-speaking clients when needed.

Legal Records Assistant – Insurance Law

• Support a busy estate planning and probate practice
• Ensure accurate billing and maintain organized records
• Assist attorneys with calendaring and drafting tasks
• Prepare invoices and track time entries
• Support marketing initiatives
• Allocate approximately 50% of time to billing and invoicing while ensuring ethical billing practices
• Prepare bills for attorneys and verify time entries for accuracy and compliance

Billing and Legal Assistant – Estate Planning

Administrative Assistant

• Communicate with medical providers to follow up on records and information.
• Handle incoming and outgoing calls to support daily legal operations.
• Support general administrative and legal assistant duties as needed.
• Maintain accurate records and documentation within the CRM system.
• Assist in freeing up receptionist workload by handling delegated administrative tasks.
• Coordinate and communicate with internal team members to ensure workflow alignment.
• Request, track, and manage medical records and billing documentation.

Legal Assistant – Legal Records, Administrative Assistant

• Provide case updates and opportunities for client questions.
• Serve as the first point of contact for clients, ensuring clear and compassionate communication.
• Collaborate with team members to ensure smooth daily operations.
• Manage status-related communications between the firm and clients.
• Send birthday cards and closing letters to clients.
• Assist with intake processes and coordinate necessary documentation.
• Handle general administrative tasks to support attorneys and paralegals.

Legal Assistant – Elder Law Support

Client Services Representative

• Review and organize documents, statements, and other materials submitted by clients
• Manage the intake pipeline and ensure accurate recordkeeping
• Input and track information in Filevine and Lead Docket
• Communicate consistently with the team regarding new leads and case opportunities
• Send engagement letters and follow up as needed
• Maintain professionalism, empathy, and clarity in every conversation
• Answer all incoming phone calls and serve as the primary point of contact for prospective clients
• Conduct thorough intake calls to assess whether callers have a viable case
• Vet potential clients based on firm criteria and clearly document findings

Intake and Client Support Assistant

Compliance

• Select appropriate brokers for generated quotes.
• Assist with general billing‑related tasks if needed.
• Format and email completed quotes.
• Support brokers with administrative and documentation tasks.
• Take information from brokers’ clients and generate tailored quote alternatives.
• Create quotes and structured settlement plans using client software.
• Draft templated settlement documents.
• Translate documents as needed.
• Request and handle clients’ sensitive information with strict confidentiality.
• Draft settlement agreements for attorneys once plans are selected.
• Review and double‑check quotes prepared by other team members.

Legal Intake and Client Specialist

Billing Coordinator

Legal Assistant, Legal Communications & Support Assistant

Attorney Support Specialist

Office Administrator, Legal Assistant

Legal Office Administrator II

Executive Assistant, Documentation Coordinator

Attorney Support Specialist

Insurance Documentation Specialist

Legal Records Assistant – Insurance Law

Billing and Legal Assistant – Estate Planning

Legal Assistant – Legal Records, Administrative Assistant

Legal Assistant – Elder Law Support

Intake and Client Support Assistant

Billing Compliance and Documentation Assistant