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.