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