Legal Assistant / Paralegal

- Light Contract revisions (based on template revision process that I will teach)
Check emails and determine priorities (based on my framework) for what needs to be addressed first, second, third . . .
- respond to emails - I can create a template for the emails that I need the VA to send.
- File documents received in emails into proper files in Google Drive
- Update Client Management System with information received in emails and phone calls. (database management)
- Correspond with clients – sending retainers, invoices, etc. and following-up on these matters
- Manage my calendar and appointments
- Keeping track of the status of each matter and follow-up accordingly
- Client/Referral Follow-ups (greeting cards to clients, birthday wishes, ordering thank-you gifts, schedule meetings)
- Taking and returning client calls
- Travel and meeting coordination