Lerners LLP

Legal Assistant

• Serving as a primary point of contact for clients, including handling new client inquiries, conducting intake conversations, and building strong client rapport.
• Coordinating full intake process, conducting conflict searches and effectively managing opening and closing files.
• Drafting correspondence, responding to client inquiries, and ensuring timely follow-up on all communications.
• Supporting billing processes, including preparing accounts, issuing invoices, following up on outstanding accounts, and assisting with collections as needed.
• Proactively manage calendar, schedule meetings, and ensure full preparation of materials in advance.
• Assisting in identifying and triaging client concerns, escalating issues where appropriate.
• Prepare and organize retainer and privacy documentation.
• Conducting cold and warm outreach as needed, ensuring timely and professional responses to prospective and existing clients.
• Maintaining organized files, including scanning and uploading to document management system, while ensuring work is completed accurately and within tight timelines.
• Maintaining an effective bring-forward system, including tracking filing deadlines, timelines, and managing lawyers’ calendars.
• Compiling, serving, and filing motion records and other court or tribunal documents.
• Other duties related to the administration of the practice.

Legal Assistant – Dispute Resolution, Advocacy, Business Law

• Answering the telephone, scheduling conference calls and appointments.
• Requesting conflict checks, opening and closing files.
• Communicating with clients, experts, service providers and the courts.
• Drafting, sending, and replying to correspondence.
• Proofreading and formatting correspondence and other documents.
• Compiling, serving and filing motion records and other court documents.
• Maintaining calendars and an effective bring forward (BF) system.
• Scheduling examinations for discovery.
• Entering dockets and assisting with the preparation of monthly accounts to clients.
• Assisting with the preparation and electronic filing of various court materials (e.g. pleadings, trial records and motion materials).
• Requesting cheques, paying invoices.
• Filing correspondence and ongoing file maintenance and scanning into DMS (document management system).
• Organizing and submitting expense reports.
• Review, edit, transcribe dictations.
• Other duties as assigned.

Legal Assistant – Health Law, Personal Injury, 3+ Years

Compliance

• Reviewing minute books, completing minute book assessments, preparing resolutions and other corporate documents as may be required from time to time
• Organizing, maintaining, and updating corporate records for federal and provincial corporations files in an electronic entity management system
• Communicating with corporate clients and their accountants and advisors
• Preparing and filing documentation relating to incorporations, amendments, amalgamations, dissolutions, continuances, revivals of corporations, extra-provincial registrations, sole proprietorships and partnerships
• Preparing corporate annual returns and facilitating filing annual returns with the Ontario Ministry
• Preparing invoices
• Preparing reporting letters to clients
• Obtaining and interpreting various corporate searches

Legal Assistant – Dispute Resolution, Advocacy, Business Law

Legal Assistant – Health Law, Personal Injury, 3+ Years

Corporate Compliance Clerk – 2+ Years