Parker Law Firm, PLLC

Legal Assistant

• Enter and maintain client data in case management systems
• Set up and configure client portals
• Format and verify contact information
• Organize case files according to firm naming conventions
• Process documents using OCR technology
• Organize and maintain digital case files in cloud storage platforms
• Ensure consistent file naming and formatting across all platforms
• Prepare and process firm mailings
• Track and document delivery status
• Verify mailing addresses
• Maintain records of correspondence
• Monitor task management systems and create tasks as needed
• Generate and send payment requests to clients
• Process and track client payments
• Schedule appointments, deadlines, and court dates
• Create expense entries for firm costs
• Conduct initial conflict of interest screening
• Verify accuracy of data entry
• Maintain strict client confidentiality
• Follow firm policies and procedures
• Report discrepancies or compliance concerns
• Perform other duties as assigned

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