Legal Assistant

Job summary

The role involves drafting and formatting legal documents, managing client files, and tracking deadlines across active matters. Additionally, the assistant handles client intake, basic legal research, and general firm administration including billing.

Job details

Seeking a Legal Assistant with 3+ years of experience supporting lawyers or working in a professional services environment, with strong organizational skills, attention to detail, and the ability to manage confidential client and financial information in a specialized tax practice. Responsibilities Draft, proofread, and format correspondence, memos, and client documents Maintain client files and keep document management systems current Track deadlines and manage calendars across active matters Prepare and file documents electronically and in hard copy Handle client intake calls and inquiries professionally and discreetly Assist with basic legal research under lawyer supervision Support billing, engagement letters, and general firm administration Qualifications 3+ years of experience supporting lawyers or in a professional services environment Strong legal administration graduates may be considered Excellent written English and exceptional attention to detail Strong organizational skills with the ability to manage multiple deadlines independently Experience with LEAP and Clio or similar practice management software Experience with QuickBooks Proficiency with Microsoft Office and ability to learn new software quickly Exposure to tax, accounting, or cryptocurrency is an asset Experience with LLMs such as ChatGPT, Claude, or Notion is an asset

What you’ll do

The role involves drafting and formatting legal documents, managing client files, and tracking deadlines across active matters. Additionally, the assistant handles client intake, basic legal research, and general firm administration including billing.

Requirements

Candidates need 3+ years of experience in legal or professional services and proficiency with practice management software like LEAP or Clio. Strong organizational skills and experience with QuickBooks or LLMs are highly valued.

Listed skills

• Microsoft Office · Preferred
• Accounting · Preferred
• Billing · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Legal Administration
• Document Management
• Calendar Management
• Legal Research
• Billing
• Client Intake
• Proofreading
• LEAP
• Clio
• QuickBooks
• Microsoft Office
• LLMs
• Tax Law
• Accounting
• Cryptocurrency

Job areas

• Legal
• Administrative
• Finance & Accounting