Lerners LLP

Legal Assistant

• Provide high-level legal and administrative support to assigned lawyer(s)
• Manage client files throughout their lifecycle
• Implement and monitor a bring-forward system for deadlines
• Draft affidavits of documents and prepare case materials
• Assist with trial preparation and coordinate expert witnesses

Law Clerk – Health Law – 3+ Years

• Serve as a first point of contact for clients and prospective clients, managing inquiries and directing matters appropriately
• Schedule and coordinate client meetings, mediations, hearings, teleconferences, case conferences, settlement conferences, and other internal and external meetings, including the preparation and organization of agendas, materials, minutes, and related documentation to support effective file administration
• Maintain lawyer calendars, proactively monitor deadlines, and manage an effective bring-forward (BF) system to support file progression
• Draft, format, proofread, and process legal documents and correspondence based on precedents, including agreements, applications, submissions, pleadings, and other legal materials
• Prepare, update, compile, serve, and file court and tribunal documents and materials, including pleadings, motion records, mediation briefs, submissions, affidavits of documents, and other legal filings, in collaboration with lawyers and law clerks and in compliance with applicable rules and procedures
• Prepare, send, and respond to correspondence with clients, lawyers, experts, service providers, courts, tribunals, and other stakeholders
• Prepare and file materials with the License Appeal Tribunal (LAT)
• Maintain accurate and organized electronic and paper file records, including uploading, naming, managing, and filing documents and correspondence within the firm's Document Management System (iManage), distributing communications, and ensuring timely follow-up on file-related matters
• Assist with billing and financial administration, including preparing accounts, requesting and issuing invoices, processing payments and deposits, coordinating third-party invoices and disbursements, and liaising with accounting staff regarding accounts receivable and payable matters
• Coordinate with lawyers, law clerks, legal assistants, records, mailroom staff, and other support personnel to ensure the timely and accurate completion of work and provide support across files as needed
• Handle sensitive and confidential information with discretion and professionalism
• Perform other duties as required to support the efficient administration and operation of the practice

Legal Assistant – Health Law, Personal Injury, 5+ Years

• Serve as a key administrative and practice support resource including scheduling calls, meetings, examinations, appointments, and maintaining ongoing client communications.
• Coordinate and maintain lawyer calendars, meetings, deadlines, reminders, and an effective bring-forward system.
• Request conflict checks and assist with opening, maintaining, and closing files.
• Draft, format, proofread, and process legal documents and correspondence based on precedents.
• Prepare, compile, serve, file, and track court and tribunal materials, including motion records and other legal documents.
• Monitor key deadlines and procedural requirements, applying knowledge of applicable rules and processes to ensure timely completion of tasks.
• Organize, maintain, scan, and upload file materials within the firm's document management system.
• Compile, upload, and transmit documents securely through electronic filing systems, secure file transfer platforms, and online portals.
• Prepare, send, and follow up on client invoices and related administrative matters.
• Communicate professionally with clients, courts, experts, service providers, and other external stakeholders.
• Independently prioritize competing demands and resolve non-routine administrative and procedural issues using sound judgment and established practices.
• Handle sensitive and confidential information with discretion and professionalism.
• Demonstrate flexibility and adaptability in managing changing priorities and practice needs.
• Perform other duties related to the administration of the practice.

Legal Assistant – Estates and Commercial Litigation, 3+ Years

• Manage client files throughout their lifecycle, ensuring documents are accurately saved, organized, and maintained in accordance with firm protocols
• Apply sound judgment and file knowledge to anticipate next steps and proactively identify potential issues or risks
• Implement and maintain an effective bring-forward (BF) system in ACL to ensure timely follow-up, milestone reporting, and tracking of deadlines and commitments
• Communicate with clients to obtain documents and information required for file progression
• Draft correspondence, including emails, pleadings, legal documents, and reporting letters
• Receive, organize, and review client documents
• Coordinate with the eDiscovery team to ensure documents are scanned, loaded, and coded in Relativity
• Review and code documents within Relativity and assist with the production of Affidavits of Documents and related materials
• Schedule Examinations for Discovery and prepare and serve Notices of Examination
• Summarize transcripts and work with clients to prepare responses to undertakings
• Compile, prepare, serve, and file pleadings, motion records, application records, briefs, trial records, bookmarked PDFs, and other court materials
• Assist with all aspects of trial preparation
• Draft Costs Outlines and Bills of Costs
• Meet with clients to obtain particulars regarding guardianship application files and other matters
• Draft Notices of Application, Notices of Motion, Affidavits, Guardianship Plans, Management Plans, Judgments, Orders, and other guardianship-related documents, and coordinate capacity assessments

Law Clerk, Dispute Resolution Advocacy – 8+ Years, Contract Role

• Manage personal injury files for both tort and accident benefit claims throughout their lifecycle, ensuring documents are accurately saved, organized, and maintained in accordance with firm protocols
• Prepare, draft, format, and review legal documents, including court materials, applications, correspondence, hearing-related documentation
• Act as a liaison between lawyers, clients, and external parties, ensuring timely communication and follow-up
• Coordinate the collection, review, and organization of supporting documentation from clients, medical providers, insurers, and third parties
• Prepare summaries of medical and other records, create medical chronologies, identify key issues, and manage client productions and undertakings
• Assist with trial and hearing preparation, including case books, chronologies, evidence summaries, and related materials
• Maintain accurate and well-organized electronic file management, ensuring documents are properly saved and tracked
• Implement and maintain an effective bring-forward (BF) system to track deadlines, commitments, and follow-ups
• Track time spent on files accurately and consistently
• Use professional judgment and knowledge of the file to suggest next steps and identify potential issues
• Independently applying approved AI tools to improve efficiency and quality of work, exercising judgment in determining appropriate use cases, and ensuring outputs meet professional standards before use or distribution
• Perform other duties as required

Law Clerk – Personal Injury, 3+ Years

• Manage personal injury files for both tort and accident benefit claims from intake through resolution
• Prepare, draft, format, and review legal documents, including court materials, applications, correspondence, hearing-related documentation
• Act as a liaison between lawyers, clients, and external parties, ensuring timely communication and follow‑up
• Coordinate the collection, review, and organization of supporting documentation from clients, medical providers, insurers, and third parties
• Prepare summaries of medical and other records, create medical chronologies, identify key issues, and manage client productions and undertakings
• Assist with trial and hearing preparation, including case books, chronologies, evidence summaries, and related materials
• Maintain accurate and well‑organized electronic file management, ensuring documents are properly saved and tracked
• Implement and maintain an effective bring‑forward (BF) system to track deadlines, commitments, and follow‑ups
• Prepare assessable and non‑assessable disbursement lists and assist with accounts and billing documentation as required
• Track time spent on files accurately and consistently
• Proactively identify opportunities to streamline processes and improve file and practice management
• Use professional judgment and knowledge of the file to suggest next steps and identify potential issues
• Independently apply approved AI tools to improve efficiency and quality of work, exercising judgment to ensure outputs meet professional standards
• Handle sensitive and confidential information with discretion and professionalism
• Perform other duties as required.

Law Clerk, Personal Injury, 5+ Years

• Meeting with clients to review and sign legal documents
• Organizing, maintaining, and updating physical and electronic client files
• Tracking, organizing, and managing ongoing client financial and legal disclosure
• Preparing and updating Continuing Records and Endorsement Records
• Drafting professional correspondence with clients, opposing counsel, and third parties
• Drafting, reviewing, and finalizing Financial Statements with supporting documentation
• Preparing Net Family Property Statements and Comparative Net Family Property analyses
• Reviewing and analyzing financial documentation, including tax returns and bank statements
• Calculating child support, spousal support, and special or extraordinary expenses
• Drafting affidavits in support of family law claims
• Preparing Case Conference, Settlement Conference, and Trial Scheduling Endorsement Forms
• Drafting conference briefs, mediation briefs, and pleadings
• Drafting summonses to witnesses and coordinating witness communication
• Preparing Bills of Costs
• Compiling trial records, trial books, and Books of Authorities
• Organizing evidence, preparing exhibits, and assisting with trial preparation
• Preparing trial notes and litigation materials as required
• Serving and filing documents in accordance with court rules and deadlines
• Managing filing systems, deadline tracking and scheduling as needed
• Ensuring accuracy, consistency, and compliance with Family Law Rules and court procedures
• Docketing and recording all work done on files as completed