Common Tasks

• Drawing wills, powers of attorney and similar documents from firm’s precedents
• Preparing probate application/letters of administration documents from firm’s precedents under guidance of firm’s solicitors
• Dicta-typing statements and correspondence
• Calling firm’s clients to book and reschedule appointments, obtain missing details, and similar
• Opening files in Firm’s practice management system – including setup of all cards for all applicable parties
• Preparing initial documents using firm’s precedents;
• Entering review dates Firm’s practice management system and assigning tasks
• Review incoming mail, identify matter and recipient, routing and seeking instruction as required, and saving to file
• Preparing and sending correspondence in accordance with firm’s procedures
• Combining enclosures and sending initial letters and documents to parties (bookmarked PDF or as preferred by client)
• Preparing EFT request for payments required and attending to firm’s authorisation process
• Phones call to client, agents, courts, other party’s lawyer, as instructed by solicitors
• Conduct searches using firm’s systems
• Preparing and sending invoices
• Organizing files
• Preparing documents from firm’s precedents
• Dicta-typing
• Preparing reports as instructed.
• Preparation of briefs – collation of documents
• Diary and Inbox management
• Scheduling appointments
• Transcribing documents
• General administrative tasks