Case Management: Accurately input case data into Clio, maintain organized digital files (pleadings, medical records, exhibits), and ensure all documents are labeled per firm procedures.
Court Monitoring and Calendaring: Monitor court dockets, calendar key deadlines (responses, hearings, court-imposed timelines), and flag upcoming issues before they become problems.
Legal Drafting: Prepare template-based draft documents including notices, summons, complaints, interrogatories, and initial disclosures for attorney review using Microsoft Word.
Records Review (Phase 2): Summarize medical and billing records, assist with discovery preparation, and identify missing documents or inconsistencies in case files.
SOP Development (Phase 2): Support the creation and refinement of standard operating procedures as firm workflows are built out.
Requirements
Legal Background: Prior experience in a legal assistant or similar legal support role required; extensive experience not necessary.
Microsoft Word Proficiency: Must be comfortable with formatting, editing, and working with document templates.
Deadline Discipline: Proven ability to calendar, track, and meet strict deadlines with zero tolerance for misses on court-related tasks.
Detail Orientation: Strong accuracy habits in document handling and data entry, targeting near-zero errors on filings and case records.
Tech Adaptability: General computer proficiency with the ability to learn new software quickly; experience with Clio or similar case management software is a plus.
Document Skills: Ability to review, summarize, and flag issues in records such as medical and billing files (preferred, not required at entry).
Schedule Flexibility: Ability to manage a part-time workload of 80 hours per month while meeting deadlines consistently.