What are the responsibilities and job description for the Administrative Legal Assistant position at Konare Law?
Job Description
Salary: $20-$23
Salary: $20-$23
- Prepare retainers for new and current clients based on the pricing quoted by the Quoting Specialist.
- Schedule and facilitate meetings (both in person and virtual) to review and sign retainers with clients.
- Manage retainer documentation, ensuring all supporting documents are gathered and completed, including signature pages.
- Coordinate and schedule fingerprint appointments for retained clients.
- Create and update matters in the firms case management system (AS) after a client retains.
- Upload retainer documents and create client-specific folders in the shared drive (SP).
- Send a Welcome email to new clients who have retained, ensuring they have all necessary information and next steps.
- Create and send client bio sheets to the legal team after retainer signing.
- Maintain and update the retained client list and generate reports for leadership.
- Assign retained cases to the appropriate legal team members and ensure the matter progresses through the necessary stages.
- Provide clients with a copy of their signed retainer, along with any necessary forms (e.g., fingerprint forms, general checklist, etc.).
- Ensure retention and onboarding documents are properly filed and stored in physical and digital formats.
- Track and update reports, including the retention report and consultation report.
- Collaborate with the Retention Lead to address any issues with client onboarding or retention.
- Cross train to support with quoting when needed.
- Collaborate with department necessities.
Salary : $20 - $23
