Legal Assistant

Responsibilities

• Organize, review, and classify client records and supporting materials to maintain accurate and accessible case files.
• Enter case-related and client information into tracking and production systems with a high degree of accuracy and consistency.
• Compile lists of outstanding records and follow up on missing documentation needed to complete legal files.
• Draft and examine materials related to requests for production and mandatory disclosure responses before attorney review.
• Communicate effectively with clients, attorneys, and internal team members regarding document status and case support needs.
• Absorb and assist with the electronic filing and maintenance of legal documents while helping manage calendars and case deadlines as needed.
• Use QuickBooks to save and manage files within the office’s production workflow and support accounting-related data entry for tracing matters.
• Review financial and tax-related records, pleadings, and discovery materials to ensure information is properly organized and complete.

Requirements

• Prior experience working as a Legal Assistant in an office setting, preferably within a law firm or similar environment.
• Strong proficiency in Microsoft Word, Microsoft Excel, and QuickBooks.
• Practical knowledge of preparing/reviewing responses to requests for production and mandatory disclosure, pleadings, discovery processes, discovery responses, and legal document handling.
• Experience with data entry, electronic filing, and maintaining organized digital and physical case records.
• Familiarity with personal tax returns, business tax returns, financial statements, and related supporting documentation.
• Excellent attention to detail and the ability to produce accurate work in a deadline-driven setting.
• Strong communication skills and confidence interacting with clients, attorneys, and administrative staff.

Qualifications

The ideal candidate brings strong technical skills, sound judgment when handling sensitive records, and the ability to work effectively with attorneys, clients, and internal support staff.