Anne O.

I’m a university graduate and an information-literate Legal Assistant. I recently completed a successful work contract with an Estate Planning Law Firm in the United States. My job description was to receive inbound calls from potential new clients; screen new cases to determine their eligibility as per the firm’s criteria; onboard new clients; schedule my managing attorney’s Google meetings; make outbound calls to both existing and new clients to provide updates for their respective cases; liaise with the New York Supreme Court and New York Surrogate Court to track case progress; provide daily updates to my managing attorney; utilize NYSCEF to file electronic documents in both the Supreme Court and Surrogate Court; utilize ACRIS to retrieve property information; use ABC Legal for service of process and court filing; utilize Legal Match and Unbundled Attorney platforms to source new clients; and compile historical case timelines to provide new and prospective clients with estimated durations for cases in both the Supreme Court and Surrogate Courts.