Job Duck

Legal Assistant

• File auto insurance and health insurance claims.
• Maintain calendars, schedule appointments, and manage administrative tasks.
• Draft, proofread, and send legal documents and correspondence.
• Support case preparation and ensure documentation is properly organized.
• Forward attorneys’ emails and faxes to paralegals.
• Obtain key documentation such as police reports, insurance policies, and settlement paperwork.
• Assist in guiding clients through contract processes.
• Perform legal background checks and conflict checks.
• Screen, direct, and prioritize incoming calls and emails for attorneys and paralegals.
• Communicate with clients and providers via phone and email.

Legal Assistant, Legal Support Coordinator, Intake Assistant

• Maintain organized and up to date files and documentation.
• Support paralegals with administrative legal tasks.
• Order payoffs and association documents for real estate matters.
• Open and set up new legal files accurately in Smokeball.
• Ensure deadlines and internal requirements are met consistently.
• Perform follow up phone calls and follow up emails as needed.

Transactions Legal Assistant

Administrative Assistant

• Serve as a point of contact for clients, courts, financial institutions, and government agencies.
• Support attorneys with contract drafting, revisions, and due diligence materials.
• Maintain organized estate planning files and track deadlines.
• Assist with elder law matters such as Medicaid planning, long-term care planning, and related filings.
• Handle correspondence, billing support, and document management.
• Draft, format, and revise estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and guardianship documents.

Legal Administrative Assistant

• Draft legal documents related to probate matters.
• Assist and liaise closely with the lead attorney and paralegal.
• Use drafting software to prepare accurate and compliant documents.
• Coordinate remote access tools including VPN and server connections.
• Communicate progress updates and flag blockers proactively.
• Track, prioritize, and complete daily task lists.
• Complete assigned legal and administrative tasks within established workflows.
• Maintain accurate records and consistent follow up on assigned matters.
• Coordinate with other team members to ensure task alignment.
• Support overall case progression through timely execution of responsibilities.
• Manage and update case information through the CRM system.
• Support overall workflow on the probate side of the firm, ensuring timely task completion.
• Handle light outbound calling as needed (1–5 daily).
• Communicate with clients in a compassionate and efficient manner, helping guide them through the probate process.
• Manage case information within Clio and other required systems.

• Support light administrative legal tasks and workflow improvements as needed.
• Participate in weekly team meetings via video conference.
• Identify missing or unclear information and flag issues promptly.
• Track drafting status and ensure timely movement of files to attorney review.
• Review and proofread legal documents for completeness, formatting, and consistency.
• Provide regular status updates on assigned drafting work.
• Maintain organized file structures, naming conventions, and version control.
• Implement attorney revisions accurately and within expected timelines.
• Prepare wills, trusts, powers of attorney, and advance directives with accuracy.
• Draft estate planning documents using firm provided software and templates.

Estate Planning Legal Assistant

Bilingual

• Prequalify incoming leads using established criteria.
• Support a smooth and positive client experience from first contact.
• Maintain professionalism and composure across all caller interactions.
• Communicate relevant information clearly with internal teams via Slack.
• Take accurate messages and log details in the CRM system.
• Transfer calls to the appropriate team member when needed.
• Protect team time by setting appropriate boundaries with callers.
• Answer incoming calls promptly and professionally.
• Greet callers and identify their needs efficiently.

Bilingual Front Desk Specialist

Manager

• Manage personal injury cases from intake through settlement
• Frequent communication with clients, insurance companies, and attorneys
• Strong follow-up and case-tracking skills
• Escalate issues and contact attorneys when needed
• Sending settlement letters to insurance companies
• Request, order, and track medical records and other documents
• Communicating with clients
• Maintain accurate case notes and ensure deadlines are met
• Text and communicate with clients through the CRM system
• Monitoring when a case is ready to send a settlement letter

Virtual Case Manager

• Contribute to process improvements and operational effectiveness
• Collaborate with paralegals and assistants to maintain workflow efficiency
• Assist with scheduling and coordination of meetings or hearings
• Contact tax assessors, doctors, and other professionals for case-related information
• Communicate with clients and provide follow-ups as needed
• Perform accurate data entry and maintain case records in CasePeer
• Provide bilingual support for client communications and documentation
• Monitor deadlines and ensure timely completion of assigned tasks
• Support attorneys with case preparation and documentation
• Answer inbound calls and manage client inquiries

Bilingual Personal Injury Legal Assistant

• Enter and maintain matter information in Clio.
• Review conflict checks and ensure proper documentation.
• Support attorneys and senior legal assistants with overflow administrative tasks as needed.
• Create and open new legal matters accurately and efficiently.
• Open and organize all new electronic legal files.
• Maintain confidentiality and adherence to legal administrative standards.
• Monitor and review designated electronic portals on a weekly basis.