Job description
Legal Secretaries and Administrative Assistants
Job purpose
To prepare, proofread and process legal documents and correspondence, maintain case files and legal reference material, and handle the appointments, billing and enquiries of the practice, so that matters proceed on accurate papers and to the deadlines that apply to them.
Skills
- Knowledge of office and administrative procedure combined with a working command of legal terminology, court procedure and the form of legal instruments — summonses, subpoenas, complaints, appeals and motions — and of the confidentiality and security requirements attaching to case material. A precise command of written English for drafting, typing and proofreading, and confident use of legal document systems and databases. An associate's degree is the norm, with school-level education or a post-secondary certificate common alternatives, plus one to two years of training on the job alongside experienced staff.
- Deals daily by e-mail, telephone, letter and in person with clients, witnesses, court officials and attorneys, arranging service and delivery of legal correspondence and taking instructions on documents. Handles enquiries from clients and the public, some of them unpleasant or discourteous, with courtesy and discretion. Attends client interviews, hearings and depositions and takes notes, and assists attorneys in obtaining employment, medical and other records.
- Checks and proofreads legal documents against procedural requirements before dispatch or service, identifies missing information or inconsistency in papers and forms, and resolves practical difficulties over dates, delivery and court requirements. May search legal publications and databases to identify laws and court decisions relevant to pending matters, submitting findings for approval. Problems are procedural, with rules and the attorney's direction available; substantive legal judgement rests with the attorney.
- Runs the diary and document flow of the matters supported: schedules appointments, hearings and meetings, arranges travel for attorneys, and works documents through to the deadlines set for them. Sets the daily order of its own work within those deadlines under recurrent time pressure.
- Desk-based work with sustained typing and repeated hand movements, and routine handling of case files and printed matter, including photocopying and preparing documents for post, fax or delivery.
Responsibilities
- No line management. Supports one or more attorneys directly and acts as a point of contact for their clients, witnesses and court offices.
- Prepares and distributes invoices to bill clients and to pay account expenses, within the practice's fee arrangements and account procedures. Holds no budget and sets no charges.
- Ordinary care of a workstation and legal document systems, and custody of case files and the practice's law library and reference material.
- Creates and maintains the case record: prepares and processes legal documents, completes forms such as accident reports, courtroom and trial requests and client applications, and keeps files current. The material is confidential, and an error or omission in a document, date or dispatch bears on clients, colleagues and the progress of the matter. Content and legal substance are settled by the attorney.
Effort required
- Close attention to detail where exactness is essential — proofreading legal papers, checking dates and references, and repeating the same document processes accurately — with frequent decisions on documents, priority and dispatch taken under deadline pressure.
- Regular contact with clients about their legal affairs, and occasional dealings with people who are unpleasant, angry or discourteous, calling for composure, tact and strict confidentiality. Accountability for accuracy on documents affecting others' legal position is a steady personal demand.
- Extended periods seated at a workstation with repetitive keyboard movements, and light handling of files and papers in copying and dispatch. No lifting or exertion.
Working conditions
- An indoor, environmentally controlled office with no physical hazard, though noise is at times distracting or uncomfortable. The psychological demand arises from confidential case material, contact with clients and the public, and occasional discourteous or angry callers.
- Schedules are regular and established, a standard full-time week or shorter being usual and long weeks uncommon; no shift, seasonal or on-call working. Preparing and processing documents to the deadlines set for them produces recurrent time pressure. Within those deadlines and the attorney's instructions, reasonable latitude is exercised over the order of daily work.