Legal Assistant | Legal Case Documentation Assistant

We are seeking a highly organized and detail-oriented professional to support the administrative transition of new legal matters from intake to the legal team. This role focuses on ensuring that case information, representation agreements, payment details, and supporting documentation are complete, accurate, and properly recorded. You will manage and update legal records, review historical matters, and verify that each new case is correctly categorized and assigned. Working closely with Sales and Legal teams, you will help maintain reliable records and consistent data standards across the organization. This is an excellent opportunity for someone who enjoys structured administrative work, takes initiative in resolving information gaps, and can manage multiple priorities independently in a fully remote environment.

• Review newly signed representation agreements and verify that all required information is complete and accurate.

• Ensure new legal matters are properly documented, categorized, and assigned to the appropriate attorney or legal team member before transition.

• Enter, update, and maintain accurate case information in Clio, including case types and subcategories such as divorce, custody, prenup, and postnup.

• Review historical matters and update records with newly required information, identifying missing, inconsistent, or unclear data.

• Verify payment, deposit, ongoing payment, and third-party payment information, ensuring required forms and supporting documents are maintained.

• Communicate regularly with Sales and Legal teams through email, Microsoft Teams, and other internal channels to resolve documentation or assignment questions.

• Follow up proactively on incomplete information, ask timely clarification questions, and escalate issues when necessary.

• Prioritize urgent new matter assignments while progressing ongoing records management and administrative projects.

• Strong written English communication skills; this is an English-only position.

• Previous experience in legal assistance, legal administration, legal intake, case administration, data entry, records management, or general administrative support is preferred.

• Legal industry experience is beneficial, but candidates with strong administrative and data management backgrounds will also be considered.

• Exceptional attention to detail, accuracy, and organizational skills.

• Strong data entry and records management abilities, with the capacity to identify missing or inconsistent information.

• Ability to manage a high volume of matters, prioritize competing deadlines, and work efficiently without compromising accuracy.

• Proactive communication skills, including the ability to ask clear questions and follow up to resolve administrative gaps.

• Comfortable working independently with minimal supervision and following established processes and data standards.

• Familiarity with the following tools and platforms:

  • Clio

  • SharePoint

  • Microsoft Teams

  • Microsoft Outlook