Legal Assistant | Legal Case Documentation Assistant
Core
Support the administrative transition of new legal matters from intake to the legal team by ensuring case information, agreements, and documentation are complete and accurate.
Role type
Legal Case Documentation Assistant
Builds
Reliable records and consistent data standards for legal matters
Domain
Legal services
Deliverable
dashboards & analysis
Required skills
Data entry, Records management, Case categorization, Payment verification, Document review, Prioritization
Preferred skills
Legal industry experience, Clio proficiency, SharePoint proficiency
Technologies
Clio, SharePoint, Microsoft Teams, Microsoft Outlook
Responsibilities
Review newly signed representation agreements for completeness; Enter and update case information in Clio; Verify payment and deposit information; Communicate with Sales and Legal teams to resolve documentation gaps; Prioritize urgent new matter assignments while managing ongoing records.