What a Legal & Paralegal Hire Can Do For Your Business

Email & correspondence management

Managing high-volume inboxes. Drafting routine correspondence for solicitor review. Filing emails to matter folders.

Calendar & diary management

Scheduling client appointments, court dates, and internal meetings. Sending reminders and managing conflicts.

File & matter management

Opening and maintaining matter files in practice management software (e.g. LEAP, Smokeball, Clio). Archiving closed matters.

Data entry & CRM

Maintaining accurate client and matter records. Updating contact details, deadlines, and billing information.

Meeting minutes

Recording accurate file notes and meeting summaries. Distributing to relevant team members promptly.

Process documentation

Documenting workflows, precedents, and SOPs as processes evolve or are created.

Document preparation & formatting

Preparing, formatting, and proofreading legal documents including contracts, deeds, affidavits, and court forms to a professional standard.

Precedent management

Maintaining and updating document precedent libraries. Adapting templates for new matters as instructed.

Court document preparation

Preparing court filings, statements of claim, and lodgement documents. Checking for completeness before submission.

Contract review support

Reviewing contracts against a checklist for missing clauses, key dates, and standard terms. Flagging issues for solicitor attention.

Lease & property document support

Preparing disclosure statements, contract of sale documents, and transfer forms for conveyancing and property matters.

Legal research

Conducting preliminary research on legislation, case law, and regulatory requirements. Summarising findings clearly for solicitor review.

Time entry & billing support

Entering billable time accurately in practice management software. Preparing draft invoices for solicitor review.

Trust accounting support

Maintaining trust ledgers and records in compliance with state trust accounting rules. Reconciling trust accounts as required.

Deadline & limitation tracking

Monitoring key matter dates, court deadlines, and statutory limitation periods. Alerting the team well in advance.

Client onboarding

Preparing engagement letters, costs agreements, and identity verification documentation for new clients.

Regulatory & compliance filing

Lodging documents with ASIC, PEXA, court registries, or other bodies as instructed. Tracking lodgement status.

Client updates

Sending matter progress updates to clients at agreed intervals. Responding to routine enquiries professionally.

Settlement coordination

Coordinating settlement logistics including document exchange, fund transfers, and PEXA workspace management.

Disbursement tracking

Recording and reconciling matter disbursements. Ensuring all costs are captured for billing purposes.