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- Prepares, edits and formats legal documents and correspondence from draft or dictated text
- Assemble exhibits and hearing binders; prepare document productions; schedule depositions
- 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
- Organize and maintain case files, retrieve case files, and prepare files for closing in accordance with Records Department procedures
- Coordinate day-to-day workflow of attorneys’ matters and serve as the primary point of contact for attorneys
- Communicate with clients, vendors, courts, agencies and firm personnel in a professional manner via telephone, email and in person
- Participate as part of a team of practice assistants providing coverage and/or backup coverage for multiple attorneys
- Focus on deadlines and prioritize activities and demonstrate resourcefulness by effectively utilizing firm resources and personnel
- Adapt quickly to changing environment/demands, think one step ahead and suggest next steps on assignments and ways to improve the delivery of client service without being prompted
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- Prepares, edits and formats legal documents, including closing documents, signature pages and binders
- Assists with the opening of new client matters and the gathering of pertinent information to complete task
- Manages attorneys’ calendars, coordinates meetings, schedules conference rooms, and makes travel arrangements as required
- Assists with billing process to include entering attorney time, reviewing pro formas (initiates transfers), editing and preparing draft/final bills and cover letters for clients
- Prepares forms for expense reports, check requests, reprographic services, etc.
- Prepares legal documents and correspondence from draft
- Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate
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- Prepares, edits and formats legal documents, including pleadings and correspondence
- Assists with the opening of new client matters and the gathering of pertinent information to complete task
- Manages attorneys’ calendars, coordinates meetings, schedules conference rooms, and makes travel arrangements as required
- Assists with billing process to include entering attorney time, reviewing pro formas (initiates transfers), editing and preparing draft/final bills and cover letters for clients
- Prepares forms for expense reports, check requests, reprographic services, etc.
- Prepares legal documents and correspondence from draft
- Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate
- Interaction with clients; schedule client and department meetings; manage daily work-flow for assigned attorneys; manage attorney phone and email communication
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- Assist the Attorney Recruiting Manager with the coordination and execution of all phases of recruiting efforts for summer associates and attorneys
- Coordinate and plan the summer associate program and social activities
- Conduct pre-summer planning/informational meetings, in conjunction with the manager, prior to the start of the summer program
- Facilitate orientation for summer associates
- Continually monitor and hone the orientation program to ensure it effectively and accurately relays pertinent firm and new hire information
- Prepare mid and final summer review materials for Summer Program Committee
- Develop and leverage relationships with career services departments at liaison law schools and coordinate all outreach efforts throughout the year
- Facilitate on campus interviewing and coordinate callback interviews
- Assist the Attorney Recruiting Manager with preparation for recruiting committee meetings
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- Prepares, edits and formats legal documents, including closing documents, signature pages and binders
- Manages attorneys’ calendars, coordinates meetings, schedules conference rooms, and makes travel arrangements as required
- Assists with billing process to include entering attorney time, reviewing pro formas (initiates transfers), editing and preparing draft/final bills and cover letters for clients
- Prepares forms for expense reports, check requests, reprographic services, etc.
- Prepares legal documents and correspondence from draft
- Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate
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- Supervises seven to eight specialists, assigns and directs work assignments, and determines work schedules and ensures adequate shift coverage; addresses complaints, resolves problems and escalates to BRC manager as necessary
- Assists BRC manager with staff selection, performance appraisal, counseling and coaching
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Provides first line response to inquiries from BRC clients and escalates to supervisors and manager appropriately
- Communicates with BRC clients regarding document issues and timeframes for completion
- Works with BRC clients on a one-on-one basis regarding document issues and questions
- Works with the BRC manager to ensure that specialists are trained in all applicable software applications
- Assists business resource specialists with the production of documents ensuring that deadlines are met and that a quality product is delivered
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- Assist the Attorney Recruiting Manager with the coordination and execution of all phases of recruiting efforts for summer associates and attorneys.
- Coordinate and plan the summer associate program and social activities.
- Conduct pre-summer planning/informational meetings, in conjunction with the manager, prior to the start of the summer program.
- Facilitate orientation for summer associates. Continually monitor and hone the orientation program to ensure it effectively and accurately relays pertinent Firm and new hire information.
- Prepare mid and final summer review materials for Summer Program Committee.
- Develop and leverage relationships with career services departments at liaison law schools and coordinate all outreach efforts throughout the year.
- Facilitate On Campus Interviewing and Coordinate Callback Interviews.
- Assist the Attorney Recruiting Manager with preparation for Recruiting Committee Meetings.
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- Manage the master Private Equity target list that is utilized for outreach, client development, events and reporting.
- Track outbound and inbound responses in CRM system. Methodically follow up on status of communications sent.
- Create targeted communications for clients and prospective clients including templates that can be sent for sales and relationship building opportunities.
- Source and coordinate with Business Development & Private Equity team on potential leads and markets including leveraging social media tools to identify potential sources of introductions.
- Conduct research on pipeline opportunities for Private Equity team. Must possess strong familiarity with Pitchbook, and other resource tools specific for the industry.
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- Manage the attorney recruitment for assigned offices including the on-campus interview process, Summer Associate program and lateral hiring
- Assess attorney needs, consulting with department heads and obtaining necessary management approval to effectively recruit and meet department/firm needs
- Draft and post attorney job postings and advertisements to aid in the recruiting process
- Review resumes, transcripts and writing samples in order to select the most qualified candidates
- Coordinate all phases of the lateral attorney interview process, including the initial screening and interviews
- Organize the on campus interview process with law schools and job fairs annually
- Manage and coordinate the Summer Associate Program
- Assist in preparation and monitoring of attorney recruiting and summer associate budget
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- Prepares, edits and formats legal documents, including closing documents, signature pages and binders
- Assists with the opening of new client matters and the gathering of pertinent information to complete task
- Manages attorneys’ calendars, coordinates meetings, schedules conference rooms, and makes travel arrangements as required
- Assists with billing process to include entering attorney time, reviewing pro formas (initiates transfers), editing and preparing draft/final bills and cover letters for clients
- Prepares forms for expense reports, check requests, reprographic services, etc.
- Prepares legal documents and correspondence from draft
- Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate
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- Conducts research using LEXIS, Westlaw or other relevant research platforms to support the needs of the client.
- Performs basic factual research and investigation related to client matters and other due diligence as appropriate.
- Collects, organizes and maintains documents and files related to legal matters, including documents received from the client, opposing parties or other sources.
- Manages calendars, docket and tickler systems, and assists in meeting deadlines.
- Drafts routine correspondence and memoranda for attorneys and more senior level paralegals as requested.
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- Completes filing requirements utilizing USPTO electronic, facsimile and paper filing techniques with Commissioner, United Patent and Trademark Office, including new patent applications for U.S. Provisional/Non-Provisional, U.S. Continuation, U.S. Divisional, U.S. National Stage, Reexamination, Reissue, Design and foreign patent applications entering the U.S.
- Drafts other patent prosecution documents, including: Reply and Amendment responses to Non-Final and Final Office Actions, Election/Restriction responses, Preliminary Amendments, Claims for Priority, Requests for Extension of Time, Information Disclosure Statements, IDS Citations, Terminal Disclaimers, Requests for Continued Examination, Notice of Appeals, Appeal Briefs, Issue Fee Transmittals, Submission of Replacement Drawings, Comments on Reasons for Allowance, Certificate of Corrections and Maintenance Fees, Reexamination and Reissue amendments, and recordation of assignment documents
- Recognizes/evaluates patent-related correspondence and prepares responses for attorney signature. Recognizes/reports office actions generated by the USPTO, drafts correspondence to foreign associates provides instructions or requests information, and/or prepares action-specific templates for filing with the Commissioner, USPTO. Prepares all forms and filing parts prior to submitting to attorney for signature. Researches each case and incorporates case-specific and substantive information (claims) in correspondence, forms and/or draft legal documents
- Completes appropriate forms for newly issued patents to Firm’s patent maintenance vendor, establishing maintenance fee schedule, reminders and assignment to client’s maintenance fee account
- Prepares/loads documents for electronic filing to include designating correct document types and formats, fee types and ensuring credit and payment of fees. Researches patent applications and/or patents in the USPTO’s Private Pair and for client specific extranet sites
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- Manages attorneys’ calendars, coordinates meetings, schedules conference rooms, and makes travel arrangements as required.
- Assists with billing process to include entering attorney time, reviewing pro formas (initiates transfers), editing and preparing draft/final bills and cover letters for clients
- Prepares forms for expense reports, check requests, reprographic services, etc.
- Prepares legal documents and correspondence from draft
- Opens, prioritizes and distributes mail. Coordinates mailings, deliveries, copying and courthouse filings where appropriate
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- Conducts research using LEXIS, Westlaw or other relevant research platforms to support the needs of the client.
- Performs basic factual research and investigation related to client matters and other due diligence as appropriate.
- Collects, organizes and maintains documents and files related to legal matters, including documents received from the client, opposing parties or other sources.
- Manages calendars, docket and tickler systems, and assists in meeting deadlines.
- Drafts basic pleadings, assisting and responding to discovery request and production of documents, court filings (federal and state) along with preparing for trial.
- Ensuring filings are in compliance with CA court rules and e-filing documents therein.
- Proofreads legal documents.
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- Prepare, edit and format closing documents, signature pages and binders
- Manage documents: upload documents to the document management system(DMS); scan, save to DMS and distribute matter-related hard copy correspondence
- Coordinate mailings, deliveries, and copy jobs
- Organize and maintain matter files, retrieve matter files, and prepare files for closing in accordance with Records Department procedures
- Organize project and file rooms and coordinate movement of boxed records within facility or to off-site storage.
- Coordinate meetings and practice development events: schedule conference rooms, coordinate catering, notify participants, etc.
- Prepare and submit expenses and invoices for payment and submit check requests as needed
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- Reviewing and negotiating title insurance commitments and coverages and reviewing and summarizing exceptions for potential problems
- Reviewing and negotiating surveys
- Ordering and reviewing UCC and tax lien search reports
- Reviewing Purchase/Sale Contracts
- Review of Commercial Leases, estoppel certificates and SNDAs
- Preparing and maintaining closing checklists and timelines
- Coordinating and organizing documents for multi-state and multi-asset transactions
- Preparing and negotiating escrow closing instructions
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- Maintain and update collateral, representative work and website content
- Support team with seminars, webinars, receptions, sponsorships and attorney speaking engagements (includes: invites/eCommunications, agenda prep, materials management, RSVPs, website presence, external sponsors, etc.).
- Facilitate deal collection and league tables/rankings submissions
- Maintain various lists critical for reporting on BD plan ROI
- Track opportunity outcomes and targeting efforts
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- Organizes, labels and files case materials as directed
- Organizes document productions and prepares indices of document productions
- Maintains and organizes supplies to support client matters, including distribution of supplies and case files for special projects/events such as trial and on-site document reviews, collections and productions
- Processes production letters and other case correspondence and pleadings
- Track and maintain case progress in Excel format
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- Handles all aspects of new client and matter intake
- Enters new client and matter information into the Elite Enterprise Billing system
- Processes client/matter information for all offices to include linking related party names and preparing bar-coded folders and/or inserts
- Contacts legal staff when client/matter information is inaccurate or incomplete and obtains correct information; Corrects data entry errors (client numbers, matter numbers and principal names) in Elite
- Receives calls and e-mails placed to the Records Helpline and makes changes to the data in Elite as requested
- Assists in completing conflict-of-interest searches for clients, principals and related party names as requested by attorneys
- Assists in closing client/matter records according to procedures
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- Coordinates production of firm-wide e-communications requests, including announcements, news alerts and evites
- Assists with editing content in the firm’s content management system (articles, event info, bios, newsletters, etc.)
- Supports the marketing technology team on the development and implementation of new marketing technology tools
- Works with firm’s CRM to manage event registration set up and distribution lists
- Monitors performance of website and e-mail marketing campaigns and provides analytics reports to department staff