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- Act as an advisor and collaborator to the attorneys in assigned practice groups, developing business plans, marketing strategies, and client targeting opportunities
- Provide strategy for, and drive and execute business development activities, surrounding:
- Client opportunities (RFP’s, pitches and targeting)
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- Oversees and evaluates AI use cases to ensure alignment with the firm’s AI strategy, while considering technical feasibility and limitations to deliver recommendations, feedback, and metrics.
- Monitors and improves AI processes, including testing, process mapping, performance evaluation, and addresses how AI tools integrate into the firm’s systems.
- Manages AI pilot programs, including...
- Assist clients with the creation and operations of preferred law firm panels, expense management, and tracking.
- Collaborate with in-house legal teams to develop and implement strategic plans and key operational enhancements that align with organizational goals.
- Create reporting and analytics systems to capture and track key performance indicators.
- Prepare consulting plans, presentations, and templates for clients.
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- Oversees and evaluates AI use cases to ensure alignment with the firm’s AI strategy, while considering technical feasibility and limitations to deliver recommendations, feedback, and metrics.
- Monitors and improves AI processes, including testing, process mapping, performance evaluation, and addresses how AI tools integrate into the firm’s systems.
- Manages AI pilot programs, including...
- 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.
- Collaborate with the attorneys in assigned practice groups to develop business plans and marketing strategies, and drive client targeting
- Provide strategy for, and drive business development activities, surrounding:
- Client Opportunities (RFP’s, pitches and targeting)
- Business Plans & Practice Specific Initiatives
- Client Relationship Management/Account Management
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- 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.
- Assist clients with the creation and operations of preferred law firm panels, expense management, and tracking.
- Collaborate with in-house legal teams to develop and implement strategic plans and key operational enhancements that align with organizational goals.
- Create reporting and analytics systems to capture and track key performance indicators.
- Prepare consulting plans, presentations, and...
- Assists attorneys in preparing legal documents, including pleadings, motions, subpoenas, and discovery materials.
- Manages filings in state and federal courts, including the North Carolina State Business Court, ensuring compliance with court rules and e-filing requirements.
- Organizes and maintains case files, tracking documents from clients, opposing parties, and other sources.
- Monitors active cases, manages calendars,...
- Effectively manages the tone and voice of the firm’s brand.
- Works with a variety of teams and identifies/develops content series that showcases the work, people and culture of the firm.
- Understands social platforms, tools and trends.
- Plans and researches business goals and finds the stories that help showcase/support them in an engaging way.
- Develops and tells authentic...
- Manage document revisions, agreements and other filing/legal documents.
- Coordinate mailings, deliveries, copy jobs, and court (paper and electronic) filings where appropriate.
- Prepare, edit and format legal document shells and correspondence.
- Transactional practices: prepare closing documents, signature pages, and binders.
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- Provides highly customized and sophisticated tax planning and information assistance to high net-worth clients.
- Analyzes and researches complex issues to determine tax consequences and ensure tax compliance.
- Prepares complex estate tax returns, gift tax returns, and fiduciary income tax returns.
- Prepares probate court filings, inventories, and accountings.
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- Oversees and evaluates AI use cases to ensure alignment with the firm’s AI strategy, while considering technical feasibility and limitations to deliver recommendations, feedback, and metrics.
- Monitors and improves AI processes, including testing, process mapping, performance evaluation, and addresses how AI tools integrate into the firm’s systems.
- Manages AI pilot programs, including...
- 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.
- Assist clients with the creation and operations of preferred law firm panels, expense management, and tracking.
- Collaborate with in-house legal teams to develop and implement strategic plans and key operational enhancements that align with organizational goals.
- Create reporting and analytics systems to capture and track key performance indicators.
- Prepare consulting plans, presentations, and templates for clients.
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- Effectively manages the tone and voice of the firm’s brand.
- Works with a variety of teams and identifies/develops content series that showcases the work, people and culture of the firm.
- Understands social platforms, tools and trends.
- Plans and researches business goals and finds the stories that help showcase/support them in an engaging way.
- Develops and tells authentic...
- Oversees and evaluates AI use cases to ensure alignment with the firm’s AI strategy, while considering technical feasibility and limitations to deliver recommendations, feedback, and metrics.
- Monitors and improves AI processes, including testing, process mapping, performance evaluation, and addresses how AI tools integrate into the firm’s systems.
- Manages AI pilot programs, including...
- Reviews and summarizes lifecycle activities related to domestic entity governance documentation for corporations, limited liability companies, partnerships and investments.
- Administers and prepares documents to effect entity formations, qualifications, amendments, dissolutions and withdrawals, liquidations, and foreign registrations.
- Prepares entity resolutions and consents, as well as secretary’s and incumbency certificates.
- Prepares documents to effect mergers, conversions,...
- Assist clients with the creation and operations of preferred law firm panels, expense management, and tracking.
- Collaborate with in-house legal teams to develop and implement strategic plans and key operational enhancements that align with organizational goals.
- Create reporting and analytics systems to capture and track key performance indicators.
- Prepare consulting plans, presentations, and templates for clients.
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- Assist clients with the creation and operations of preferred law firm panels, expense management, and tracking.
- Collaborate with in-house legal teams to develop and implement strategic plans and key operational enhancements that align with organizational goals.
- Create reporting and analytics systems to capture and track key performance indicators.
- Prepare consulting plans, presentations, and templates for clients.
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