I'm looking for someone to serve as my part time professional and personal assistant. I'm an attorney, and I need help getting my new law firm started, which will entail creating a client list, a group email list, and importing it to my firm management software and contacts. I’ll also need help creating forms for new client and new work including engagement letters, intake forms, and other documents. And once, we are up and running, I need help with case intake, calendaring, drafting proposed letters for me to use as a starting point, client communications, and in particular, acquiring client documentation and scheduling. I'm also looking for help with saving documents to my document management software and helping with personal and family organization. And with the right person, I could also use some help with light marketing. Of note: with the right person, if capable and willing, I can train on preparing a file for work, and in particular, evaluating and summarizing securities transactional matters and helping with estate plans.
