Legal Administrative Support

•  Ensure clarity and professionalism in the drafting of engagement letters.
• Cover all necessary details to protect both the client and the attorney.
• Balance legal requirements with clear communication.
• Ensure both parties are fully informed and protected throughout the attorney-client relationship.
• Tailor each engagement letter to the specific circumstances of the representation.
• Effectively manage expectations and responsibilities through detailed drafting.

•  Organize documentation crucial for legal proceedings, including client intake forms, contracts, correspondence, and case-specific documents.
• Ensure all necessary documents are accurately filed and easily accessible to prepare for client meetings, court appearances, and consultations. This facilitates a clear understanding of case history and developments.

•  Complete standardized forms accurately and in the proper format required for legal proceedings.
• Ensure compliance with procedural requirements and enhance the professionalism of legal filings by submitting correctly formatted documents to courts, government agencies, or opposing counsel.

•  Track time spent on various tasks for accurate client billing and efficient workload management.
• Use time tracking to understand the effort required for each case, justify billing to clients, and report on productivity to firm management.

•  Organize and manage communication records to ensure legal accountability and effective client management.
• Track all correspondence to reduce the risk of missed deadlines or misunderstandings and maintain client relationships through timely responses.

•  Manage time and prioritize tasks to meet deadlines and handle caseloads efficiently.
• Ensure court dates, client meetings, and deadlines are met without overlap or omission, aiding in case preparation and legal research for both attorneys and support staff.

•  Prepare Qualified Domestic Relations Orders (QDROs) necessary for dividing retirement accounts in divorce proceedings.
• Ensure accurate preparation by understanding complex pension and retirement plan rules, and complying with legal standards for fair asset division during divorce settlements.

•  Generate and send detailed and timely bills to clients, reflecting the work done and expenses incurred.
• Adhere to client fee agreements and ethical guidelines, ensuring billing accuracy and professionalism to maintain client trust and firm revenue.

• Manage cash flow by following up on overdue payments to meet the firm's financial obligations and continue providing services.
• Communicate clearly with clients regarding outstanding balances and potential consequences of non-payment.

•  Oversee or delegate bookkeeping tasks to maintain accurate financial records for regulatory compliance and business decision-making.
• Ensure proper recording of expenses, revenues, and taxes to support budgeting, financial forecasting, and adherence to accounting standards and tax laws.

•  Proficiency in Word, Excel (advanced), PowerPoint, and Power BI
• Experience with Perfect Practice.

 Delegate administrative tasks such as filing, document organization, and case preparation to our team. We handle the day-to-day administrative work, allowing your legal professionals to concentrate on their core responsibilities.

• Time Savings: Free up valuable time for your legal team to focus on critical legal activities.
• Improved Efficiency: With administrative tasks managed efficiently, your firm can operate more smoothly and productively.

 We assist with maintaining seamless client communication, and facilitating timely updates and support. Our team ensures that your clients are always informed and engaged throughout the legal process.

• Enhanced Client Engagement: Regular and clear communication helps keep clients satisfied and informed.
• Increased Client Trust: Clients are more likely to trust a firm that keeps them updated on their case status.