Overview
Senior Client Intake Specialist Jobs in San Jose, CA at The United Firm | La Liga Defensora, APC
Michael Best is seeking a Legal Assistant to join our Madison, WI office! The Legal Assistant will provide legal and administrative support to timekeepers in the Litigation practice area. Prior experience as a Legal Assistant and experience supporting Litigation attorneys is required.
What You’ll Be Doing
Manage an active calendar of appointments, meetings, video calls and travel plans on behalf of attorneys
Process new client/matter documentation including initiation of conflict checks, input information into Firm’s new business intake system and prepare engagement letters to clients
Compose and prepare confidential correspondence
Transcribe, type, edit, proofread, and finalize legal documents, correspondence, memos, charts, billings and reports from dictation, handwritten or existing documents
Maintain and organize both hard-copy and electronic files
Respond and resolve questions or concerns from clients and other attorneys in a timely and professional manner
Prepare and submit personal and client-related attorney expense reports and reimbursements into Firm’s expense management software
Enter time into time management software on behalf of timekeepers
Create reports using Excel
Communicate with clients as to billing issues and status of matters
Electronic court filings and docket management in CourtAlert
Track and file continuing legal education credit for assigned legal staff
Provide assistance in civic, charitable, community, and professional activities
Job Requirements:
Knowledge Base & Education:
High School Diploma (or equivalent) minimally required; higher diploma or degree preferred
2 – 3 years experience in a legal environment, preferably in the litigation practice area
Ability and willingness to work in the office four to five days per week
Professional demeanor and willingness to work proactively as part of a team across various practice groups
Exceptional communication skills via phone, email and in-person
Strong organizational skills with excellent judgment and attention to detail
Valid authorization to work in the U.S.
Technology Requirements:
Technology literacy and willingness to learn new technologies and software
Proficient in Microsoft Office
Experience in the following software a plus:
iManage or similar electronic document management system
CourtAlert
DocuSign or similar e-signature program
Electronic time management system
Expense report and reimbursement software
Electronic billing software
Adaptability:
Ability to learn and embrace new skills and best practices as the position and Firm evolves
Ability to work quickly and accurately under pressure and varying deadlines
Ability to work well independently as well as effectively within a team
Ability to multi-task, set priorities, manage time effectively and exhibit excellent follow-up
Collaboration:
Team player mentality, with a desire to be a part of a collaborative, high-performing group
Ability to develop relationships and foster teamwork at all levels of the Firm
Willingness and ability to work proactively in our Team Environment, across various groups and/or locations
Communication:
Excellent interpersonal skills and ability to work effectively with a diverse group of internal and external clients, attorneys, and staff
Excellent oral and written communication skills
Problem Solving Skills:
Ability and confidence to identify and analyze issues, make decisions, and initiate actions/solutions
Ability to respond to unexpected challenges, including proactively developing innovative solutions to complex problems while maintaining a professional demeanor
Professionalism:
Ability to maintain composure and demonstrate good judgment
Ability to manage confidential information and sensitive situations with tact and discretion
The Company
This is an opportunity to work with the Best. We are Michael Best & Friedrich, LLP. We are a full-service law firm with more than 350 lawyers and technical professionals who work in collaborative, interdisciplinary practices to serve clients around the world.
We work with companies in all kinds of industries, as well as trade associations, nonprofits, educational institutions, governments, family trusts, and high-net-worth individuals. Since our firm’s founding in 1848, we’ve continuously evolved to meet our clients’ changing needs and expectations. One thing remains the same: For generations, clients have relied on Michael Best for exceptional legal service and business acumen.
Why You Should Apply
At Michael Best, we are proud to offer a comprehensive and competitive Total Rewards package that provides a variety of resources designed to enhance its employees’ overall well-being, both at work and at home. Competitive base pay, outstanding benefits, opportunities for learning and growth, all programs designed to help you plan for the future, and perks that inspire your downtime are all part of our total compensation package.
Learning and Growth
Challenging and Dynamic Role
Career Development Planning
Professional Growth Opportunities
Performance Management and Coaching
Specialized Training Programs
Health & Wellness
Medical
Dental
Vision Care
Health Savings Accounts
Flexible Spending Accounts
Wellness Program
Employee and Family Assistance Program
Total Compensation
Competitive Base Pay
Annual Merit Review/Incentive Pay
Outstanding Benefits
Generous PTO Plus 9 Paid Holidays
Planning for the Future
401(k) with Company Contribution
Short Term Disability Plan
Long Term Disability Plan
Life Insurance
Critical Illness Insurance
Parental/Family Leave
Culture and Workplace
Respected organization with Collaborative Culture
Growing Firm with an Exciting Future
Healthy Work-Life Balance
Contemporary Work Environment
Positive and Respectful Work Climate
Performance Recognition
To be considered for this position, please submit an application via our online portal.
We are not accepting search firm submissions at this time.
Michael Best & Friedrich LLP, Michael Best Strategies LLC, and Michael Best Consulting LLC (collectively known as “Michael Best”) are steadfastly committed to providing equal employment opportunity and maintaining a workplace for employees and applicants for employment that is free from discrimination based upon age, race, religion, color, disability, marital status, sex (including pregnancy), national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, please contact our Recruiting team at 414.225.4999 or [email protected] to let us know the nature of your request and your contact information.
Title: Senior Client Intake Specialist
Company: The United Firm | La Liga Defensora, APC
Location: San Jose, CA
