Legal Assistant

• Develop and maintain accurate, up-to-date case files and documentation
• Communicate regularly with clients to provide updates and answer case-related questions
• Coordinate with medical providers, insurance companies, and other stakeholders to support claims processing
• Monitor case progress and assist attorneys in preparation for negotiations and/or trials
• Advocate for client needs and help ensure access to appropriate medical care and resources
• Maintain organized case records and ensure all documentation is properly filed
• Stay informed on updates and trends in personal injury law and related procedures

• 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

• 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

• 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

• 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.

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Legal Assistant

Transactions Legal Assistant

Legal Assistant, Legal Support Coordinator, Intake Assistant

Estate Planning Legal Assistant

Legal Assistant