Legal Secretary

Profile

Legal Secretary
Duties: Answers telephone calls and takes accurate and complete messages, gives information to callers, refers to others, or holds for team members. Provides relevant and timely information to clients and team members in a professional, courteous, and effective manner. Prepares accurate, error-free, and properly formatted legal papers and correspondence, often times under acute time pressure. Works with all types of documents such as correspondence, reports, records, forms, minutes of meetings, scientific or technical material, numerical data, and tabular information from rough draft, corrected copy, recorded voice dictation, or previous version. Proofreads and edits documents for grammar, spelling, punctuation, and format. Files documents and emails in the Firm’s electronic document software. Inputs team members’ time entries on a daily basis. Opens new client and/or matter numbers; performs conflict checks; demands prebill selection of monthly bills for attorney review; makes appropriate transfers, write-offs, and corrections; applies retainers, on account fees, and on account disbursements for third-party billings; handles special billing requests from clients, i.e., travel detail, special billing formats; copies, mails and forwards copies of finalized bills to Accounting Department; maintains billing files; receives, copies, files and submits client checks to Accounting Department; prepares client audit reports; acts as liaison with Accounting Department on past due receivables. Schedules appointments, including meetings, conferences, court dates, and depositions for team members. Coordinates work flow and prioritizes work so that all deadlines can be met. Arranges travel schedule and reservations for team members. Reserves conference room(s) for meetings; arranges for special equipment, and coordinates catering services. Reviews, prioritizes, and routes incoming mail. Prepares outgoing mail and overnight packages. Coordinates messenger pickups and deliveries. Maintains current and orderly files according to Firm guidelines, including, but not limited to client files, chronological, administrative, materials for closings, court filings, and ongoing cases. Provides quick retrieval of information, general document control, and updates materials. Closes files and sends to storage following Firm policy.

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