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- Management and oversight of the Paralegals, Case Assistants and Legal Support employees.
- Plan and coordinate the delegation and tracking of work assignments
- Monitor overall utilization of paralegals and case assistants.
- Review, develop and administer training and development curriculum, including managing third-party programs and licenses for paralegals and legal support.
- Update...
- Retrieves and charges out records in the records database and delivers charged out files; Picks up and delivers records and re-files going to the records room or off-site storage as necessary; Re-shelves returned active files.
- Orders records/files/boxes from offsite storage vendor.
- Maintains storage records and tracks “re-files” sent back to offsite storage vendor.
- Maintains accurate organization and equal distribution of records in central...
- Identifies potential conflicts of interest associated with new business and assists attorneys in resolving them.
- Provides concise and complete evaluations of potential conflict issues along with recognized steps for resolution.
- Assists attorneys with reviewing and interpreting conflicts reports to help attorneys make conflicts clearance decisions and identifies recognized procedures for conflicts resolution.
- Conducts online searches and uses web-based...
- Prepares, edits and formats legal documents and correspondence.
- Assembles exhibits and hearing binders; prepares document productions; schedules depositions.
- Manages documents: uploads documents to e-rooms and the DMS; scan, saves to DMS and distribute matter-related hard copy correspondence, court and agency filings; maintains pleading and document indices when appropriate.
- Organizes and maintains case...
Data Management
• Maintain and update the CRM system to track relationship information, contact touchpoints, GP/LP data, and feedback.
• Analyze relationship data and generate reports to support strategic decision-making.
• Update and maintain regional lists for targeted outreach and relationship tracking.
Relationship Support
•...
- Collaborate with the attorneys in assigned practice groups to develop business plans, marketing strategies and drive client targeting.
- Provide strategy for, and drive business development activities surrounding:
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- Identifies potential conflicts of interest associated with new business and assists attorneys in resolving them.
- Provides concise and complete evaluations of potential conflict issues along with recognized steps for resolution.
- Assists attorneys with reviewing and interpreting conflicts reports to help attorneys make conflicts clearance decisions and identifies recognized procedures for conflicts resolution.
- Conducts online searches and uses web-based...
- Serve as one of two dedicated marketing and business development liaisons for the firm’s energy-focused and strategic M&A practices.
- Provide strategy for, and drive business development activities surrounding:
- Client Opportunities (RFP’s, pitches and targeting)
- Business Plans & Practice Specific Initiatives
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Administer and maintain Litera Foundation, including customization, integrations, and troubleshooting.
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Analyze and report on marketing data to deliver actionable insights for business development.
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Lead training, mentoring, and change management to drive adoption of...
- Responsible for program strategy, design, and configuration in the firm’s CRM system.
- Lead and manage a dedicated team of professionals to execute on the firm’s strategy through day-to-day projects and priorities, as well as long term campaigns and initiatives.
- Oversee operational usage of the tool and align the platform with the firm’s business goals and objectives.
- Identify and recommend enhancements and modifications to improve efficiencies and increase...
- Liaise with clients, attorneys and staff to generate, distribute, edit, finalize and submit legal bills via various methods.
- Resolve billing-related issues from internal and external clients.
- Coordinate with accounting department to address questions/problems related to the billing process.
- Prepare reports and materials necessary to track billings and on items to be billed.
- Create and revise documents from handwritten, typed, or scanned drafts as well as corrected copies, voice recordings, dictation or previous versions in Word, Excel, PowerPoint, and Visio.
- Create merged documents, mailing lists, labels, outlines, indices and templates.
- Generate Tables of Content and Tables of Authority.
- Prepare, edit and format legal document shells and correspondence; prepare closing documents, signature pages and binders.
- Manage documents: upload documents to e-rooms and the DMS; scan, save to DMS and distribute matter-related hard copy correspondence, court and agency filings; maintain pleading and document indices when appropriate.
- Coordinate mailings, deliveries, copy jobs and court (paper and electronic) filings where appropriate.
- Management and oversight of the Paralegals, Case Assistants and Legal Support employees.
- Plan and coordinate the delegation and tracking of work assignments
- Monitor overall utilization of paralegals and case assistants.
- Review, develop and administer training and development curriculum, including managing third-party programs and licenses for paralegals and legal support.
- Update...
- Identifies potential conflicts of interest associated with new business and assists attorneys in resolving them.
- Provides concise and complete evaluations of potential conflict issues along with recognized steps for resolution.
- Assists attorneys with reviewing and interpreting conflicts reports to help attorneys make conflicts clearance decisions and identifies recognized procedures for conflicts resolution.
- Conducts online searches and uses web-based...
Data Management
• Maintain and update the CRM system to track relationship information, contact touchpoints, GP/LP data, and feedback.
• Analyze relationship data and generate reports to support strategic decision-making.
• Update and maintain regional lists for targeted outreach and relationship tracking.
Relationship Support
•...
- Retrieves and charges out records in the records database and delivers charged out files; Picks up and delivers records and re-files going to the records room or off-site storage as necessary; Re-shelves returned active files.
- Orders records/files/boxes from offsite storage vendor.
- Maintains storage records and tracks “re-files” sent back to offsite storage vendor.
- Maintains accurate organization and equal distribution of records in central...
- Management and oversight of the Paralegals, Case Assistants and Legal Support employees.
- Plan and coordinate the delegation and tracking of work assignments
- Monitor overall utilization of paralegals and case assistants.
- Review, develop and administer training and development curriculum, including managing third-party programs and licenses for paralegals and legal support.
- Update...
- Liaise with clients, attorneys and staff to generate, distribute, edit, finalize and submit legal bills via various methods.
- Resolve billing-related issues from internal and external clients.
- Coordinate with accounting department to address questions/problems related to the billing process.
- Prepare reports and materials necessary to track billings and on items to be billed.
- Create and revise documents from handwritten, typed, or scanned drafts as well as corrected copies, voice recordings, dictation or previous versions in Word, Excel, PowerPoint, and Visio.
- Create merged documents, mailing lists, labels, outlines, indices and templates.
- Generate Tables of Content and Tables of Authority.