Kovitz Shifrin Nesbit

Representative

• Prepare demand letters, notices, pleadings, and other legal correspondence requiring minimal attorney revision.
• Communicate professionally with attorneys, homeowners, board members, property managers, clients, and third parties to provide exceptional customer service and resolve inquiries in a timely manner.
• Open new matters promptly and accurately, including verifying ownership information, mailing addresses, and governing document violations.
• Maintain organized litigation files, detailed case notes, and accurate records within the firm's case management system.
• Docket deadlines, monitor case activity, and ensure timely follow-up to effectively manage matters from intake through resolution.
• Prepare and electronically file court documents, complete service of process for lawsuits, and assist attorneys with hearing and trial preparation.
• Process payments, enter billing for services and expenses, and maintain accurate financial records related to assigned matters.
• Ensure matters progress efficiently while meeting established deadlines and maintaining a high level of accuracy and organization.
• Perform other duties as assigned.

Client Representative, Law Firm

• Prepare and distribute tax appeal invoices and denial letters.
• Manage the Appeal.Tax website.
• Provide support to the Tax Department for assessment appeals.
• Review appeal documentation for accuracy.
• Scan and profile appeal documentation into the document management system (iManage).
• Obtain PIN numbers from the appropriate sources.
• Prepare, update, and maintain assigned tax databases.
• Organize and accurately input information into tax software and databases.
• Assist attorneys with large document production projects.
• Prepare Freedom of Information Act (FOIA) requests.
• Draft, transcribe, edit, and file Tax Department correspondence.
• Prepare invoice packages for clients.
• Perform other duties as assigned or required.

Client Representative, Law Firm

Tax Clerk