The law firm of Gullett Sanford Robinson & Martin PLLC (GSRM Law) seeks to employ a highly organized and proactive legal assistant specializing in estate planning, probate, and trust administration. The ideal candidate for this position should be a self-starter, with a keen attention to detail, and work well in a team-oriented office. In this role, you will support and coordinate with our section paralegal and attorneys on casework.
Essential Functions, Duties & Responsibilities:
- Conduct new client intake calls, gathering essential information to determine case scope, conflict check requirements, and viability.
- Maintain attorney calendars.
- Create new client and matter records in case management database, ensuring accuracy of all contact, case, and billing information.
- Maintain practice management databases to ensure accurate case tracking and aid in internal processes, adjusting and confirming billing settings.
- Schedule new client consultations with attorneys after the intake process, ensuring all relevant information is documented and ready for review.
- Schedule and coordinate client meetings, depositions, mediations, court reporters, and expert witnesses, reserving conference rooms or preparing virtual meetings as needed.
- Process and track client billable expenses by ensuring vendor invoices are reviewed for accuracy, approved by the attorney/paralegal, and paid in a timely manner, while coordinating billing processes to maintain account balances.
- Track and process attorney reimbursements and firm credit card charges/receipts.
- Monitor matter balances and take proactive steps to ensure accurate billing processes, acting as liaison between clients, attorneys, paralegals, and billing staff as needed.
- Close files at completion - confirm completion of outstanding time and expense entries, scan and/or save all docs in workspace, review and resolve open balances, remaining trust funds, etc.
- Assist in obtaining and compiling case-related documentation, reports, and billing summaries.
- Maintain case files, ensuring all relevant documents, pleadings, and correspondence are saved and organized daily.
- Provide support in monitoring and tracking case progress, deadlines, procedural requirements, and internal firm protocols to ensure timely action.
- File documents with federal and state courts.
- Draft, proofread, and format legal documents.
- Accurately and efficiently transcribe dictated materials.
- Track CLE requirements for attorneys.
Qualifications - Education, Experience & Skills:
- Minimum of 2 years of experience as a legal assistant.
- Experience with estate planning and probate a plus.
- Strong knowledge of state court procedures and e-filing systems.
- Proficiency in Microsoft Office, case management software, and legal research tools.
- Excellent written and verbal communication skills.
- High level of attention to detail and ability to prioritize multiple tasks.
- Strong organizational and time management skills.
- Ability to work independently and collaboratively in a team environment.
About GSRM Law:
GSRM Law is a full-service law firm with 32 attorneys whose practices emphasize corporate and commercial work for businesses and individuals nationwide. The firm's work includes insolvency, corporate transactions, commercial real estate and lending transactions, litigation in all trial and appellate courts, mediation, family law, healthcare, employment, business succession planning, tax, and estate planning. Visit for additional information.
Please send resumes to .