Job Duck

Customer Support

• Answer incoming phone calls professionally and promptly.
• Manage attorney calendars, deadlines, and court dates.
• Draft motions, pleadings, and routine legal documents with precision.
• Communicate with courts regarding filings, dates, procedures, and updates.
• Ensure all documents are properly formatted, free of errors, and filed on time.
• Serve as a helpful and informed point of contact for clients and court staff.
• Assist with discovery requests and responses.

Legal Support Specialist

Legal Assistant

• Manage intake processes
• Provide case updates
• Handle key administrative tasks that allow attorneys and paralegals to focus on billable work
• Draft and send closing letters and manage status-related communications
• Assist with intake of new clients and ensure smooth onboarding and documentation
• Send birthday cards to clients
• Touch base with clients regularly
• Handle routine office and administrative tasks
• Maintain organized records and files

Legal Assistant – Probate Law Support

Attorney

• Make outbound calls as needed.
• Review case notes within the case management system.
• Save and organize electronic faxes into proper client files.
• Answer and route incoming calls in a professional manner.
• Respond to basic client questions when appropriate.
• Relay accurate and relevant information to attorneys or staff.
• Assist occasionally with website updates and social media posting.

Legal Office Receptionist

• Analyze marketing performance reports and provide insights for improvement
• Provide consultancies and recommendations to improve client social media strategies
• Generate creative ideas for content tailored to specific market niches
• Develop and publish engaging social media posts across multiple platforms
• Organize and maintain marketing assets through spreadsheets and content libraries
• Edit videos and visual content to support campaigns and brand initiatives

Legal Marketing Specialist

Customer Success Manager

• Serve as a consistent, organized point of contact for clients throughout their cases and advocate for client needs.
• Conduct structured check-in calls with new, existing, and former clients to assess satisfaction, identify concerns, and generate referrals.
• Provide backup phone coverage and intake support during high-volume periods.
• Maintain detailed and accurate CRM documentation and track KPIs related to engagement, retention, and referrals.
• Proactively identify opportunities to enhance the client experience through special touches and suggest improvements to processes and systems.

Client Success Specialist

Insurance

• Maintain accurate documentation within the ticketing system.
• Follow up on initial cases to ensure accuracy and completeness.
• Initiate and track authorization related calls and requests.
• Verify patient demographics, insurance ID numbers, and diagnosis codes.
• Call insurance companies to check the status of authorization requests.
• Contact insurance providers to supply required medical information.
• Confirm receipt of faxed documentation with insurance carriers.
• Assist the utilization review team with insurance verification and follow up tasks.
• Send medical bills and supporting documentation to insurance companies.

Insurance Verification Specialist

• Track metrics for marketing team contributors
• Assist with funnel development and lead generation
• Ensure social media posts are published on schedule
• Monitor ad performance and report results
• Review marketing materials for errors and accuracy
• Track marketing data and performance metrics
• Coordinate with outsourced marketing vendors
• Increase and maintain online presence
• Assist with community-building initiatives
• Support event planning and execution

Marketing Support Specialist

Administrative Assistant

• Answer and manage incoming phone calls professionally
• Follow established procedures to protect sensitive and confidential information
• Ensure files and records are properly maintained and up to date
• Organize and track client information and financial details
• Support administrative tasks related to estate planning matters
• Maintain and update CRM records in Lawmatics
• Handle email communication with clients and internal stakeholders
• Assist with accurate data entry and document management

Virtual Estate Planning Administrative Assistant

• Support an established estate planning practice serving high-end trusts and estates.
• Manage administrative tasks, support client communication, and maintain accurate records.
• Deliver a professional and confidential experience for clients while allowing the attorney to focus on legal strategy.
• Follow established procedures to protect sensitive and confidential information.
• Organize and track client information and financial details.
• Maintain and update CRM records in Lawmatics.
• Ensure files and records are properly maintained and up to date.
• Support administrative tasks related to estate planning matters.
• Assist with accurate data entry and document management.
• Handle email communication with clients and internal stakeholders.
• Answer and manage incoming phone calls professionally.

Virtual Estate Planning Administrative Assistant II

• Support the firm administrator and legal team with intake-related tasks.
• Communicate effectively with clients, prospects, and internal team members.
• Maintain accurate records in CRM and case management systems.
• Triage incoming calls and web submissions to ensure timely and accurate responses.
• Request and follow up on client reviews, alerting the marketing team of new feedback.
• Provide translation support for Spanish-speaking contacts.
• Transition new matters to the legal team once intake is complete.
• Guide potential new clients through the intake process, including drafting representation agreements and verifying payments.

Legal Intake and Journey Guide

Product Manager

• Lead continuous improvement by using candidate/Staffer feedback and performance data to identify friction, run pilots/A/B tests when appropriate, scale what works, and stop what doesn’t.
• Represent the candidate/Staffer voice in prioritization and decision-making across the product lifecycle.
• Partner with cross-functional owners to clarify scope, manage tradeoffs, and ship high-quality iterations that deliver measurable value.
• Define 'ready' work by turning needs into clear backlog items with user stories and acceptance criteria for features, enhancements, and workflows.
• Publish outcome readouts tied to KPIs and experiments (what changed, what moved, what’s next) and use the insights to re-prioritize.
• Define and communicate the Talent Community product goal(s) and success measures, aligned to business priorities.
• Run the Talent Community Committee cadence for intake, prioritization, decisioning, escalation, and dependency management, keeping stakeholders aligned on priorities, constraints, and rationale.
• Own and maintain a transparent backlog and roadmap, prioritizing by value, effort, risk, and dependencies, and pushing back on misaligned requests to protect focus and capacity.
• Translate Talent Community strategy into clear product goals, success measures, and backlog priorities.

Product Owner

• Conduct new client welcome meetings and explain client portals and tools.
• Address client complaints by coordinating meetings and documenting outcomes.
• Track and manage client concerns through defined CRM workflows.
• Distribute and analyze client satisfaction surveys at key case milestones.
• Deliver weekly and monthly client engagement and satisfaction reports.
• Collaborate daily with internal team members regarding client feedback and follow up.
• Serve as the primary liaison between the firm and existing clients.
• Schedule and confirm client appointments and follow ups.
• Maintain accurate and up to date client records in CRM and case systems.
• Respond promptly to client calls, emails, and service requests.
• Organize and conduct monthly client satisfaction check ins.
• Send client satisfaction surveys.
• Make outreach calls to former clients to maintain relationships and identify referral opportunities.

Virtual Client Engagement Specialist

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Workers' Compensation Legal Assistant

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Legal Assistant supporting daily operations of a California workers compensation law firm. Managing medical records and legal correspondence during US business hours.

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⚖️ Legal Assistant

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Bilingual Immigration Legal Assistant

• Adapt to a changing case mix as the practice transitions from asylum work toward additional focus areas.
• Gather, review, and organize evidence and supporting documents.
• Assist with preparation of immigration forms including I‑589, I‑130, and I‑485.
• Prepare complete digital filing packages with proper labeling, merging, and bookmarking.
• Support compilation of immigration documentation, exhibits, and case preparation materials.
• Assist with general legal support tasks similar to those performed by existing staff.
• Support daily legal administrative tasks delegated by the supervising attorney.
• Maintain a professional and empathetic tone in all client interactions.
• Communicate with clients regarding case updates and missing information.
• Submit filings through ECAS and maintain accurate digital records of submissions.
• Ensure timely and accurate completion of filing deadlines.

Immigration Legal Assistant

• Coordinate with team members to support case workflow
• Track billable hours and support billing activities
• Manage calendars and organize attorney schedules
• Maintain deadlines and ensure timely follow-up on pending items
• Draft and format letters, tables, and legal documents
• Communicate with opposing counsel and courts via email
• Prepare case materials and ensure documents are complete and accurate
• Schedule hearings, depositions, and related legal proceedings
• Assist with maintaining CRM records in Clio Manage and Clio Grow