Legal Assistant

Document Preparation: Draft and format legal documents, including contracts, pleadings, motions, and discovery responses tailored to your practice.

• Proofread all documents for grammar, clarity, formatting, and legal accuracy to ensure they’re court-ready.

• Organize digital and physical case files, using clear labeling systems for fast access and retrieval.

• Customize standardized legal templates and forms based on jurisdictional or client-specific requirements.

• Legal Research: Conduct thorough case law research using platforms like Westlaw, LexisNexis, and Fastcase.

• Compile and summarize statutes, legal opinions, and regulations to assist in case strategy.

• Format research into polished, organized memos ready for attorney review.

• Monitor relevant legal updates that could impact active or upcoming cases.

Calendar Management: Manage your firm’s calendar including court dates, discovery deadlines, internal meetings, and client calls.

• Set automated reminders and alerts for upcoming tasks or required filings.

• Coordinate with court clerks and opposing counsel when rescheduling is needed.

• Ensure accuracy by double-checking docket entries and submission timelines.

Client Communication:

• Answer and respond to client emails, calls, and text messages with professionalism and care.

• Schedule client consultations, provide follow-up instructions, and confirm appointments.

• Send timely updates, case summaries, and reminders based on attorney directives.

• Log all communication in your practice management software to maintain up-to-date case files.

Administrative Support: Electronically file court documents across state and federal platforms.

• Assist with invoice preparation, payment tracking, and billing system entry.

• Maintain organized digital records of client information, case details, and firm templates.

• Handle repetitive admin tasks like data entry, intake summaries, and timekeeping—so your attorneys can focus on legal work.

Remote Attorney

Legal Documents Preparation: Draft pleadings, motions, and legal agreements

• Prepare court filings and related documents

• Create corporate formation documents and business contracts

• Customize estate plans, including wills, trusts, and powers of attorney

Contract Drafting and Review: Draft agreements for both business and personal use

• Review contracts for legal compliance and risk

• Highlight potential legal issues and suggest edits

• Negotiate terms and conditions on behalf of clients

Compliance and Regulatory Support: Track and interpret industry-specific regulations

• Ensure adherence to local, state, and federal laws

• Perform internal audits to flag compliance risks

• Prepare reports and documents for regulatory bodies

• Answer client questions and provide legal guidance

• Handle case intake and conduct initial assessments

• Coordinate with internal teams or outside counsel as needed

Paralegal

Legal Research and Case Law Support: Conduct research using Westlaw, LexisNexis, or Fastcase based on your case needs.

• Summarize statutes, legal opinions, and precedents into structured memos.

• Stay current on legal updates that may affect ongoing litigation.

• Customize estate plans, including wills, trusts, and powers of attorney

Discovery and Trial Prep: Assist in preparing discovery responses, including interrogatories and document requests.

• Organize exhibits and case evidence.

• Create witness lists and draft deposition outlines.

Legal Document Drafting: Draft pleadings, motions, demand letters, and legal correspondence.

• Customize legal forms and templates based on jurisdiction.

• Proofread for accuracy, format, and compliance.

Calendar and Docket Management: Track court dates, filing deadlines, and internal meetings.

• Set reminders and manage litigation calendars.

• Coordinate with opposing counsel, court clerks, and expert witnesses.

Administrative Legal Support: Maintain case files and document management systems.

• Assist with timekeeping, billing entry, and conflict checks.

• Prepare trial binders and organize case presentations.

Intake Specialist

Drive Qualified Leads Into Your Case Pipeline: Answer inbound calls, emails, and chats fast to avoid missed opportunities.

• Screen clients using pre-set legal criteria.

• Collect case facts and supporting documents to prepare files for review.

• Ensure complete and accurate client info—ready for attorney follow-up.

Follow up to close more Leads: Reconnect with warm leads who didn’t convert the first time.

• Coordinate appointment scheduling and retarget missed consultations.

• Update client profiles in your legal CRM or case system.

• Flag high-priority leads for immediate attorney review.

First point of contact for new clients: Respond professionally and empathetically to legal inquiries.

• Send clear next steps and appointment reminders.

• Follow scripts and workflows that drive conversions.

• Deliver a strong first impression for your brand.

Optimize Intake Admin tasks: Organize and prioritize new case leads.

• Keep intake notes, deadlines, and call logs up to date.

• Track conversion metrics and lead sources.

• Smoothly hand off accepted cases to your legal team.