Legal Project Management: Developing a solid foundation for growth by creating processes in the areas of general operations, communications, client intake and document management.
Mind
General Opperations Management
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Review Daily Operation process for efficiency and automation to create systemized organizational systems, automated when possible
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Streamline company and commonly used information for use by law office staff for Intranet or Sharepoint type access
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Review of time management procedures and applications
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Update and confirm efficiency of applications used, including technology and security applications
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Research and analysis
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Billing/Invoicing
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Form creation and procedure manual creation for future employees and training
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A statistical compilation of customer database and work completed v. goals
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Legal Project Management: Developing a solid foundation for growth by creating processes in the areas of general operations, communications, client intake and document management
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Review email communications and set up groups for fast and efficient communications
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Review and create contact procedures
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Create shortcut communications
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Review and create task management and delegation integrated with a calendaring system
Communication Systems
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Review of the client’s intake process
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Make recommendations based on regulations and law firm necessity; Create the most cost-effective system and user-friendly system
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Export current clients into a new database
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Complete minimal paralegal work/supervision to ensure this is working effectively, clients received services, and the notification of services.
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Invoice, Payment, Customer Updates
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Form creation and procedure manual creation for future employees and training
Client Management System Creation
Document Management System Creation
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Set up their file and document management systems and create procedures [not including litigation files]
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File structure; naming conventions