Legal Secretary Job Description
Legal Secretary Job Description
Job Responsibilities:
Provides professional client relationship management with external clients.
Utilizes Firm provided software to open new matters, prepare engagement letters, and process conflict
reports.
Collaborates with Client Account Manager and assigned timekeepers to manage billing process,
including editing prebills, generating reports, and sending out final invoices. May assist with collection
efforts. Coordinates client, matter, and timekeeper inquiries.
Creates, edits, and proofreads complex and practice-specific legal documents, forms, and
correspondence, ensuring accuracy and completeness.
In conjunction with Paralegals, may prepare or coordinate the preparation of Responses to Auditor
Requests. Assists with preparation of Opinion Letters.
Creates and maintains client/matter lists and communication lists.
Organizes and accurately maintains physical and electronic documents and files in a timely manner.
Creates and maintains working files and binders as requested. Utilizes Firm provided software to
accurately store email messages and maintain and retrieve files.
Utilizes Outlook to schedule appointments and calendar dates. Maintains contacts in Outlook.
Assists with time note entry, including inputting time notes, editing, proofreading, and closing them
daily.
Demonstrates working knowledge of internet resources to perform basic legal research and print off
cases, as requested.
Initiates client file transfer requests and assists with client disengagements.
May facilitate the secure transfer of case/client data in accordance with firm’s data security policy.
Provides backup support to other attorneys and timekeepers as needed. Volunteers for overflow work
assignments when time permits and actively seeks to maximize productivity and promote teamwork.
Participates in departmental projects designed to streamline workflow and/or resolve issues.
Acts and assists as a proactive mentor for junior staff and new employees. Assists with training
regarding specific Firm processes and procedures as requested.
Create and label CDs/DVDs and comprehensive understanding of firm’s privacy policy and encryption
tools.
Administrative Support
Answers telephones and relays messages. Arranges conference calls, video conferences and live
meetings.
Copies, scans, faxes, and prints documents and attachments.
Prepares materials for mailing and overnight delivery, including printing, assembling, copying, and
ensuring appropriate delivery.
Receives deliveries of items such as faxes, files, and boxes, and routes them appropriately.
Makes conference room reservations, coordinates meals, multimedia, and other services as requested.
Coordinates travel arrangements through the Firm’s travel department as requested.
Prepares expense reimbursements, arranges for payment of invoices, and prepares check requests as
needed.
In conjunction with the Records Department, assists with the organization and preparations of materials
for storage. Assists with maintaining high density storage area.
May participate in the organization and planning of events.
May assist in the preparation of marketing materials as requested.
Qualifications:
High School Diploma required; associate degree preferred.
Minimum of 3 years recent Legal Secretarial experience
Experience working in working in various practice groups of a large law firm preferred.