Position Summary: Documents Clerks partner with the Sales department to provide accuracy for retainers and other intake legal documents. You are comfortable in a customer-facing role assisting the Sales team as the main support for their transfer of clients to the Legal and Client Service Teams. Responsibilities: Work in a team environment to ensure accurate preparation of documents for legal retainers. Collaborate with case consultants to ensure files for new clients are properly prepared prior to being transferred to the Legal and Client Service Teams. Meet with clients to gather documents, information and necessary signatures. Create and organize electronic files; digitize client documents. Effectively, follow up with clients for missing documents and information. Ensure filing, preparation, and scanning of documents and correspondence. Adhere to firm protocols and procedures to ensure excellent documentation. Able to work independently with strong attention to detail and accuracy. Organizing, distributing, or tracking documents according to departmental procedures. Keep detailed records of all incoming documents and file accordingly. Assist with administrative tasks. Other duties as assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED