Legal Secretary Goals and Objectives Examples
Maintain accurate and up-to-date legal files.
Ensure all deadlines are met in a timely manner.
Provide administrative support to the legal team.
Perform legal research as needed.
Draft legal documents such as contracts, briefs, and motions.
Manage attorney calendars, scheduling appointments and meetings.
Attend meetings with clients and take notes on their behalf.
Answer phones and screen calls for attorneys.
Greet visitors and provide them with assistance as needed.
Organize and file legal documents in accordance with office procedures.
Manage incoming and outgoing mail.
Maintain confidentiality of client information at all times.
Create and maintain spreadsheets and databases as needed.
Proofread documents for accuracy and completeness.
Transcribe dictation and prepare correspondence.
Prepare expense reports and track expenses for the legal team.
Coordinate travel arrangements for attorneys.
Assist with document production and discovery requests.
Schedule depositions and arrange for court reporters.
Communicate with opposing counsel when necessary.
Assist with trial preparation as needed.
Monitor and update case dockets.
Prepare legal forms such as subpoenas and pleadings.
Conduct legal research using online resources.
Maintain office equipment and order supplies as needed.
Attend continuing education courses to stay current on legal issues.
Assist with marketing efforts, including drafting newsletters or other communications.
Participate in professional organizations to expand knowledge of the field.
Develop a strong understanding of the firm's practice areas.
Identify opportunities for process improvement within the legal department.
Provide backup support to other administrative staff as needed.
Follow ethical guidelines set by the American Bar Association at all times.
Manage document retention policies for the firm.
Maintain electronic and hard copy filing systems.
Keep track of billing hours and submit invoices to clients.
Provide support during mediations or arbitrations.
Prepare documents for real estate transactions.
Coordinate with title companies and lenders for closings.
Maintain a clean and organized workspace.
Communicate effectively with attorneys, staff, and clients.
Develop expertise in specific areas of the law, such as intellectual property or employment law.
Handle requests from government agencies or regulatory bodies.
Provide excellent customer service to clients.
Monitor legislative changes that may affect the firm's clients.
Stay abreast of new legal technologies and tools.
Assist with marketing events such as seminars or conferences.
Network with other legal professionals to build industry connections.
Attend court hearings to provide support to attorneys.
Draft and file patent applications.
Manage corporate records for clients.
Handle immigration paperwork and filings.
Provide support during mergers and acquisitions.
Maintain confidentiality agreements for clients.
Help manage trust accounts for clients.
Schedule and coordinate expert witnesses for trial.
Handle bankruptcy filings and related documents.
Manage compliance with employment laws and regulations.
Handle contract negotiations on behalf of clients.
Provide notary services as needed.
Assist with estate planning documents such as wills and trusts.
Develop strong relationships with clients and vendors.
Coordinate with insurance companies on behalf of clients.
Help prepare and file trademark applications.
Assist with tax filings for clients.
Manage the discovery process during litigation.
Conduct interviews with potential witnesses in legal cases.
Develop a thorough understanding of court rules and procedures.
Respond to client inquiries in a timely manner.
Help prepare materials for trial, including exhibits and witness binders.
Manage requests for medical records or other documents.
Assist with appeals and writs of habeas corpus.
Help manage the firm's social media presence.
Conduct background checks on potential clients or employees.
Assist with real estate closings and transactions.
Prepare briefs for filing with appellate courts.
Manage conflicts of interest for the firm.
Assist with SEC filings for public companies.
Develop a strong understanding of legal terminology.
Provide support during labor negotiations.
Handle administrative duties related to probate court.