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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong written English communication skills and exceptional attention to detail while managing a high volume of legal matters. Proficient in data entry, records management, and maintaining accuracy across case management systems.
Highest-signal resume keywords
ClioData EntryRecords ManagementMicrosoft TeamsMicrosoft Outlook
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementCase AdministrationLegal IntakeAdministrative SupportAttention to DetailOrganizational SkillsTime ManagementInformation VerificationMatter CategorizationProcess Adherence
Soft Skills
Professional CommunicationIndependent Work EthicProactive Problem SolvingPrioritization SkillsClarification Questioning
Tools & Technologies
SharePointClioMicrosoft TeamsMicrosoft Outlook
Industry Keywords
Legal AssistantCase ManagementRecords ManagementLegal DocumentationMatter Setup
About the role
Key responsibilities & impact- Maintain clear and professional communication through email, Microsoft Teams, and other internal channels
- Ask clear and timely clarification questions when information does not meet established requirements
- Communicate regularly with Sales and Legal team members regarding matter setup and documentation
- Maintain consistency and accuracy across historical and newly opened matters
- Identify discrepancies or incomplete information within historical matters and follow up internally as needed
- Verify that assignments, fields, and required questions are completed accurately
- Add or update case subcategories and other relevant classifications
- Escalate issues appropriately to prevent incomplete information from moving through the process
- Identify missing, inconsistent, or unclear information and communicate internally to obtain clarification
- Ensure required payment information is captured for ongoing payments
- Confirm that required third party forms and supporting documentation are properly maintained
- Record and verify payment, deposit, and applicable third party payment information
- Enter and maintain accurate case and matter information in Clio
- Confirm that new matters are assigned to the appropriate attorney or legal team member
- Review historical matters and update records with newly required data points
- Review newly opened matters for completeness before transitioning them to the Legal team
- Categorize matters accurately according to case type, including divorce, custody, prenup, postnup, and other applicable categories
- Review newly signed representation agreements and verify that all required information is complete and accurate
Requirements
What you’ll need- English Only position with strong written English communication skills required
- Previous experience in a legal assistant, legal administrative, legal intake, case administration, data entry, records management, or administrative support role is preferred
- Legal experience is beneficial, but strong administrative and data management experience will also be considered
- Comfortable working in a primarily administrative and data entry focused environment
- Able to manage a high volume of matters while maintaining accuracy and organization
- Comfortable reviewing records, identifying inconsistencies, and following up internally for clarification
- Able to prioritize urgent new matter assignments while progressing longer term administrative projects
- Comfortable working independently with minimal supervision
- Clio
- SharePoint
- Microsoft Teams
- Microsoft Outlook
- Exceptional attention to detail and accuracy
- Strong organizational and time management skills
- Excellent written English and professional communication skills
- Strong data entry and records management abilities
- Ability to identify missing, inconsistent, or unclear information
- Proactive approach to resolving administrative gaps
- Strong prioritization skills and ability to manage multiple matters simultaneously
- Comfortable asking clear and timely clarification questions
- Ability to follow established processes and maintain consistent data standards
- Strong independent work ethic and ability to manage workload effectively
- Comfortable working with case management and administrative systems
- Ability to work efficiently without compromising accuracy
Benefits
Comp & perks- Remote job opportunity
- Great Place to Work Certification environment
