LAW FIRM ACCOUNTABILITY STRUCTURE - Lawyers With Purpose

LAW FIRM ACCOUNTABILITYSTRUCTURE

877.299.032 www.LawyersWithPurpose.com

©Lawyers With Purpose, LLC

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JOB DESCRIPTION: Owner

www.LawyersWithPurpose. com

Position Description

Position Title: Owner Location: Onsite

Department: Law firm FLSA Status: Exempt

Reports to: Family/Dependents Hours Per Week: 40 Hours/Full-Time

Work Days/Hours: Monday – Friday 8:00 AM – 5:00 PM

Position Summary

The law firm owner is responsible for the overall performance of the law firm. Their primary role is to establish the firm vision, mission and core values and ensure the firm operates to maintain them while achieving established revenue and profit goals. The owner’s essential responsibility is to ensure all employees are clear on what is expected of them and how they know they are achieving or exceeding expectations. The owner is also responsible for setting and emulating the law firm culture.

The law firm owner serves as a mentor to the firm leaders and/or employees and often is responsible to share firm “content” (process or marketing knowledge) for them to succeed. It is essential the owner has the utmost integrity and is able to hold all leaders and/or employees accountable to clearly defined goals, priorities and expectations and empower them to identify and overcome obstacles before they inhibit the firm’s ultimate goals.

Duties and Responsibilities

• Establish the Vision and Mission of the firm• Identify Core Values of the firm• Identify products and services offered• Establish the annual revenue and profit goals of the firm• Establish key projects/enhancements to be made in firm annually/quarterly• Identify the resources needed to achieve established goals• Establish and be the firm brand• Establish and maintain professional and community relationships that refer prospects to firm• Enroll, lead and mentor key personnel to ensure operational success• Perform as attorney if/when required• Perform as Director of Operations if/when required• Perform as Director of Marketing if/when required


w w w . L a w y e r s W i t h P u r p o s e . c o m • 8 7 7 . 2 9 9 . 0 3 2 6 © L a w y e r s W i t h P u r p o s e , L L Cwww.LawyersWithPurpose. com

• Perform as Director of Finance if/when required• Ensure firm performing to expectations as evidenced by law firm scorecard and cash flow trend/results

Qualifications Required

Academic:

• Juris Doctor degree and admitted to practice in state

Skills and Abilities:

• Commitment to the firm and its overall mission• Excellent computer skills and proficient in MS Office and cloud-based/web-based applications• Excellent communication skills; verbal and written• Knowledge and experience in operations management implementing best practices• Demonstrated leadership and vision in managing staff groups and major projects• Excellent communication skills; verbal and written• Knowledge and experience in operations management implementing best practices• Demonstrated leadership and vision in managing staff groups and major projects• Excellent interpersonal skills and a collaborative management style• A demonstrated commitment to high professional ethical standards and a diverse workplace• Excels at operating in a fast pace, community environment• Excellent people manager, open to direction and a collaborative work style to get the job done• Ability to challenge and debate issues of importance to the organization• Ability to look at situations from several points of view• Persuasive with details and facts• Delegate responsibilities• Comfortable working in a diverse environment

Key Performance Indicators

1. Law firm revenue and profit per month2. Authorize (hire?) key personnel to achieve firm revenue and profit3. Competent legal work and service (measured by complaints)



JOB DESCRIPTION: Director of Operations



Position Title: Director of Operations Location: Onsite Required

Department: Operations FLSA Status: Exempt

Reports to: Owner Hours Per Week: 40 Hours/Full-Time


Position Summary

The Director of Operations (DO) is responsible for the marketing, sales and expense management of the law firm to ensure it is operating profitably, efficiently and meeting established goals. The DO’s primary responsibility is ensuring operational effectiveness by (1) leading and procuring the marketing required to generate the leads necessary to reach revenue goals, (2) leading the marketing manager, attorneys and client services responsible for lead generation and conversion and client satisfaction and (3) ensures all work hired for is done with the highest quality and within the timeframes established and fees are received to ensure monthly revenue goals are met. The DO oversees firm product offerings and customers experience and confidence in what we provide them. The DO is the heart of the organization and must stay alert of the changing needs in the marketplace and work with marketing, finance, lawyers and client services to ensure firm can create and deliver it.


• Establish and implement revenue and expense budgets for law firm and improve the operationalsystems, processes and policies in support of firm’s mission- specifically, reporting, information flowand management of business process and organizational planning.

• Ensure proper systems and processes established for all positions to be able to report in real time allactivities (KPIs) they are responsible for and their progress on it

• Supervise lawyers, paralegals and client services and subject to weekly/daily reporting to goal• Facilitate 1:1 and/or group meetings to identify issues, develop recommendations, support staff and

serve as the firm representative in resolving challenges.• Determine staffing requirements, and interview, hire, and set training schedule for new employees.• Participate in monthly and quarterly finance reports and review weekly department reporting to

ensure the goals of the firm are being met.• Perform other related duties as assigned for the purpose of ensuring the efficient and effective

functioning of the department.



• Delegate and oversee projects, process development, and system creation for the firm and ensure realtime reporting for all key departmental measurements

• Weekly reporting to owner of firm goals, scorecard, cash flow and progress open projects• Ensure Marketing department results meet firm needs to meet revenue goal. Ensure Sales meet sales

goals.• Adhere to firm established core values.• The firm reserves the right to add or change duties at any time.


Academic:

• Bachelor’s Degree preferred but not required.


• Commitment to the firm and its overall mission• Excellent computer skills and proficient in MS Office and cloud-based/web-based applications• Excellent communication skills; verbal and written• Knowledge and experience in operations management implementing best practices• Demonstrated leadership and vision in managing staff groups and major projects• Excellent communication skills; verbal and written• Knowledge and experience in operations management implementing best practices• Demonstrated leadership and vision in managing staff groups and major projects• Excellent interpersonal skills and a collaborative management style• A demonstrated commitment to high professional ethical standards and a diverse workplace• Excels at operating in a fast pace, community environment• Excellent people manager, open to direction and a collaborative work style to get the job done• Ability to challenge and debate issues of importance to the organization• Ability to look at situations from several points of view• Persuasive with details and facts• Delegate responsibilities• Comfortable working in a diverse environment


1. Profit goals- Revenue goals met, and budgeted expenses maintained



2. Project management- Project identification and reporting on all weekly/monthly goals on each openproject

3. Member/client satisfaction and success- Reporting on member/client success criteria and performanceto goal by month (must be specific and measurable)


JOB DESCRIPTION: Marketing Manager



Position Title: Marketing Manager Location: Onsite or Outsource

Department: Marketing Department FLSA Status: Exempt

Reports to: General Manager Hours Per Week: 40 Hours/Full-Time


Position Summary

The Marketing Manager is responsible for developing, implementing and executing the strategic marketing plan to ensure sufficient leads are generated to meet firm sales goals and supports member/client services to ensure customer retention goals are met. The Marketing Manager is responsible for working with owner, operations manager and finance manager to establish budgets, meeting times/agenda’s and lead and retention goals and will work with sales to develop pricing strategies for all firm products and services. The Marketing Manager is responsible for branding, lead generation and nurturing, content creation, creative development, website development and event management used for both relationship marketing and traditional marketing including social media, print and media.


• Create and implement marketing strategies in accordance with firm objectives and ensure firm vision,mission, values and branding are carried throughout its marketing strategies and materials.

• Oversee creation and delivery of all marketing materials and projects.• Analyze market trends and recommend changes to marketing and business development strategies

based on tracking, analysis and feedback.• Lead all areas of content generation and production across all marketing platforms.• Ensure customer satisfaction and retention based on changing needs and goals.• Collaborate with sales to ensure leads are sufficiently qualified to meet firm sales goals.• Expand and lead a marketing team that will develop and execute new and existing marketing strategies

as required by firm growth projections.• Create market budgets and ensure marketing expenditures are within them.• Real time reporting of firm benchmarks and goals provided.• Adhere to firm established core values.• The firm reserves the right to add or change duties at any time.




Academic:

• Bachelor’s degree in Marketing or relevant field


• Minimum of 5 years experience in a marketing or advertising role.• Ability to think creatively and innovatively.• Budget management skills and proficiency.• Strong analytical and project management skills.• Must be knowledgeable in strategic brand and campaign development and implementation.• Must be organized and can handle multiple clients and campaigns simultaneously.• Must be self-led with ability to take direction and guidance where needed.• Ability to work in a team atmosphere and to delegate work effectively to team members• Must have strong verbal and written communication skills.• Must be able to understand and navigate customer project management systems.


1. Initial firm contacts2. Website traffic and conversion to ICF’s3. Established reporting and tracking for all team KPIs4. Completion of firm identified projects

a. Websiteb. Brochuresc. Events



JOB DESCRIPTION: Finance Manager



Position Title: Finance Manager Location: Onsite or Outsource

Department: Finance Department FSLA Status: Exempt

Reports to: General Manager Hours Per Week: 40 Hours/Full-time

Work Days/Hours: Monday-Friday 8:00 AM- 5:00 PM

Position Summary

The Finance Manager is responsible for maximizing the return on financial assets by establishing financial policies, procedures, controls and reporting systems. The Finance Manager works within an entrepreneurial environment that is mission and results-driven and community oriented. The Finance Manager ensures the firm maintains legal agreements and contracts with all third parties and independent contractors and maintains regulatory compliance for all accounting and financial reporting functions. The Finance Manager oversees cost and general accounting, accounts receivable/collection and payroll and risk management and is responsible to report to department leadership and the General Manager all cash flow restrictions or failure to operate within established budgets.


• Document all budgets established by owner/operations manager and track all firm revenue andexpenses to budget

• Provides real time reporting by establishing, monitoring and enforcing internal controls• Guides financial decisions by establishing, monitoring and enforcing policies and procedures.• Protects assets by establishing, monitoring and enforcing internal controls.• Provides status of financial condition of the firm by collecting, interpreting and reporting key financial

data.• Ensures compliance with federal, state and local legal requirements by researching existing and new

legislation, consulting with outside advisors, and filing financial reports. Advises management of actionsand potential risks.

• Arrange for audits as required and appropriate.• Hires, trains, develops and appraises staff effectively. Takes corrective action as necessary on a timely

basis and in accordance with firm policy.• Keeps up-to-date on information and technology affecting functional area(s) to increase innovation and

ensure compliance.• Monitors all financial occurrences and ensures all receivables are collected timely and payables paid

timely and cash flow managed to meet firm needs.• Oversees the HR Supervisor to ensure all employees managed in accordance with state and federal

employment laws and regulations and firm guidelines and manages payroll for all employees• Adhere to firm established core values.• The firm reserves the right to add or change duties at any time.




Key Competencies:

• Financial Management• Strategic Thinking• Business Acumen• Ethical Conduct• Technical Capacity• Performance Management

Education & Experience:

• Bachelor’s Degree in Finance, Accounting or related field• 5+ Years’ financial management experience• Strong knowledge of QuickBooks accounting software• Impeccable mathematics and analytical skills• Excellent computer skills


1. Real time cash flow management and reporting on all key financial numbers2. Payroll completed timely and compliantly3. Cash flow predicting and trending reports weekly



JOB DESCRIPTION: Client Services Enrollment Specialist



Position Title: Client Services Enrollment Specialist Location: Onsite or Outsource

Department: Client Services FLSA Status: Non-exempt/Hourly

Reports to: Operations Hours Per Week: 40 Hours/Full-Time

Work Days/Hours: Mon. – Friday 8:00 AM – 5:00 PM

Position Summary

The Client Services Enrollment Specialist (CSES) personally and professionally supports the vision and mission of the law firm. Overall, the Client Enrollment Supervisor is responsible for providing high level coordination and administrative support while providing the highest standard of service to clients.

The primary responsibility of this position is to get prospective clients into workshops or initial meetings for attorneys to be able to be retained. The CSES manages and coordinates all firm interaction with the community to obtain community presence and follow up with allied professional relationships to maintain the created brand by owner/attorneys to agencies and professionals in the community that serve the target market. The CSES is responsible to maintain community and professional relationships that send referrals to the firm to ensure all their needs are met in a way that enrolls them into referring to the firm.

The CSES works independently and collaborates with law firm owner and staff to foster a team spirit in cooperation with the firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The CSESmay perform other duties as necessary to keep the production and administrative functions of the firm operating smoothly and efficiently.


♦ Manage all professional relationships and ensure their needs and expectations are being met.♦ Manage all community relationships to ensure their needs and expectations are being met.♦ Establish referral goals from each referral source type and work with lawfirm team and marketing to

obtain referral goals.♦ Follow-up with all cancelled or no-show client appointments to ensure rescheduled timely♦ Workshop preparation i.e. confirmation calls, Focuser and nametages♦ Ensure quality customer service to clients, potential clients, and their families♦ First contact for all new callers to firm and enroll into workshop or initial meeting



♦ Responsible for scheduling all office appointments for staff and confirmation calls for workshops andinitial meetings

♦ Convert workshop attendees to vision meetings and follow up in a timely manner♦ Monitor calendar to ensure monthly goal is reached♦ Update calendar to reflect prospect conversion in client management software♦ Ensure all client and allied professional inquires, calls, emails are handled timely♦ Communicate with attorney as needed regarding all prospect needs and/or questions♦ Workshop e-mail registration through the website follow-up and confirmation♦ Organization and stocking of waiting area and conference rooms♦ Creating manual files as well as e-files for all prospect and professional and community relationship

matters♦ Copying, filing, scanning and maintenance of prospect and professional and community relationship

files♦ RMS survey results data entry♦ Manage all private and community presentations♦ Enter data from synergy, strategy and relationship new meetings held by attorneys♦ Schedule all follow-up tasks and meetings with community and professional relationships♦ Maintain and manage relationship with all maintenance clients♦ Navigation through client management software and tools♦ Project creation and management related to department heads♦ Client event planning and management♦ Mailing sorting/deliveries as relevant♦ Ensure correspondence is mailed in a timely manner♦ Workshop preparation i.e. confirmation calls, Focuser and nametags♦ Actively participate in staff calls and team meetings♦ Complete projects or tasks as requested by Supervisor within the time frame allotted♦ Travel to training events and other events as needed♦ Adhere to firm established core values♦ The firm reserves the right to add or change duties at any time


Academic:

• Associate Degree or a High School Diploma with 2 to 3 years Member/Client Services/Sales experience.




Skills/Knowledge & Ability:

• Strong sales and enrollment skills• Above average administrative/clerical/technical skills, and the ability to operate necessary office

equipment and software; Computer, Telephone, Fax, Scanner, Copier, Postage Meter Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)

• Type proficiently and accurately at a minimum of 35 to 40 words per minute.• Knowledge, skills and ability to perform functions and develop administrative procedures and systems

to manage all task at hand such as; documenting information word processing (dictation, correspondence, memos, etc…) data entry and verification managing files project management designing forms, training and/or marketing materials drafting legal documents compile data and preparing financial reports mail merge/mass mailings

• Skilled at formatting and communicating effectively in writing as appropriate for the needs of theaudience.

• Ability to understand the written word, sentences and paragraphs in work related documents.• Highly developed time management, organizational and prioritization skills with the ability to multi

task with clarity; facilitating several projects at the same time with the ability to monitor and assessone’s own self.

• Skilled at getting information by observing, receiving and/or researching to obtain information fromrelevant sources.

• Knowledgeable and able to evaluate information to determine compliance with standards.• Able to remember information such as words, numbers and procedures.• Professional level communication, interpersonal and relationship building skills. Able to listen (give full

attention to what other people are saying), be empathetic and influence other people in written orverbal forms. Creatively presenting and disseminating information and concepts in an effectivemanner.

• Remain current with ever changing technology.• Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.• Able to identify developmental needs of others and coach, mentor or otherwise help others to improve

their knowledge or skills.




1. ICFs generated from professionals and community organizations2. Initial contacts to initial meeting3. Workshop attendees to vision4. Private and community presentation ICF’s


JOB DESCRIPTION: Client Services Satisfaction Specialist



Position Title: Client Services Satisfaction Specialist Location: Onsite Required

Department: Client Services FLSA Status: Exempt



Position Summary

The Client Services Satisfaction Specialist (CSSS) personally and professionally supports the vision and mission of the law firm. The CSSS is responsible to ensure all client matters proceed through the appropriate law firm process timely and coordinates all client meetings and confirmation while ensuring the highest standard of service to clients.

The most important responsibility of this position is to ensure client scheduling is done to effectively satisfy client needs and firm cash flow requirements. The primary responsibility of this position is to manage and coordinate all client interactions to make certain both prospective and existing clients experience exceeds expectations, improves their satisfaction and loyalty, to maintain law firm reputation in community.

The CSSS works independently and collaborates with the law firm’s lawyers and marketing and finance to foster a team spirit in cooperation with the firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The CSSS may perform other duties as necessary to keep the production and administrative functions of the law firm operating smoothly and efficiently.


♦ Ensure customer experience meets or exceeds client expectation♦ Perform all customer service and clerical duties including “front desk” and all incoming calls♦ Schedule all office appointments for staff and confirmation calls for appointments♦ Ensure client needs and law firm cash flow needs are meet♦ Update calendar to reflect cash flow in client management software♦ Update all client matters to reflect client services task♦ Ensuring all client calls/emails are handled timely♦ Identify source of all new firm contacts (ICF’s)



♦ Communication with attorney as needed regarding all client needs and/or questions♦ Coordinate client financial and tax professionals’ requests for meetings or sharing information during

law firm processes♦ Enter meeting notes and all next actions from attorney meetings into firm management system♦ Follow-up workshop e-mail registration through the website♦ Receive all incoming calls to law firm and ensure routed to appropriate personnel or resolve when

possible♦ Greet clients and maintain needs during onsite visit (water/coffee etc)♦ Real time data entry and scanning of documents to client matters♦ All firm standard correspondence and dictation/word processing by attorneys or staff♦ Organization and stocking of waiting area and conference rooms♦ Create manual files as well as e-files♦ Copy, file, scan and maintenance of client files♦ Client survey results data entry♦ Prepare rooms for daily client meetings♦ Obtain client payments to be processed by accounting♦ Draft check requests and deposits/disbursements for the client matters♦ Maintenance billing when required♦ Project identification strategy, management and completion for department needs♦ Client event planning and management (maintenance and other)♦ Mailing sorting/deliveries/ order office supplies♦ Ensure correspondence is mailed in a timely manner♦ Actively participate in staff calls and team meetings♦ Complete projects or tasks as requested by Supervisor within the time frame allotted♦ Attend training events and other events as needed♦ Adhere to firm established core values♦ The firm reserves the right to add or change duties at any time


Academic:

• Associate Degree or a High School Diploma with 2 to 3 years Member/Client Services experience.





• Above average administrative/clerical/technical skills, and the ability to operate necessary officeequipment and software; Computer, Telephone, Fax, Scanner, Copier, Postage Meter Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)


to manage all task at hand such as; documenting information word processing (dictation, correspondence, memos, etc…) data entry and verification managing files project management designing forms, training and/or marketing materials drafting legal documents compile data and preparing financial reports mail merge/mass mailings

• Skilled at formatting and communicating effectively in writing as appropriate for the needs of theaudience.

• Ability to understand the written word, sentences and paragraphs in work related documents.• Highly developed time management, organizational and prioritization skills with the ability to multi





• Remain current with ever changing technology.• Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.• Able to identify developmental needs of others and coach, mentor or otherwise help others to improve

their knowledge or skills.


1. Cash flow calendaring2. Number of clients matters opened



3. Number of client matters completed to next step4. Client satisfaction survey responses5. Number of client response time and resolution response time6. Maintenance events7. Digital file completeness


JOB DESCRIPTION: Probate and Trust Administration Paralegal



Position Title: Probate and Trust Administration Location: Onsite or Outsource Paralegal

Department: Legal FLSA Status: Non-exempt/Hourly



Position Summary

The Probate and Trust Administration Paralegal (PTAP) personally and professionally supports the vision and mission of the law firm. The PTAP is responsible for managing firm Probate and Trust Administration matters assigned and ensure they are done in a timely and efficient manner, in accordance with firm processes. The PTAP prepares documents and extends outstanding customer service to clients and obtains support and oversight from firm attorneys when needed or required by legal ethics rules.

The PTAP works independently and collaborates with the lawyers and client services to foster a team spirit in cooperation with the law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The PTAP may perform other duties as necessary to keep the production and administrative functions of the law firm operating smoothly and efficiently.


♦ Oversees petition drafting and correspondence to clients and financial professionals♦ Creates all probate petitions, decrees and forms required for filing♦ Prepares petitions, affidavits, inventory assets, and waivers, and Trust Administration documents♦ and tracks these matters throughout the process♦ Documents all time related to the completion of all tasks completed on matters♦ Creates, modifies and maintains all internal forms required to perform tasks♦ Enters all relevant general information and meeting notes into the firm practice management system♦ Prepares probate and trust administration accountings for respective clients for approval by the

Attorney♦ Establish expectations for client as to timeline and input and the frequency required♦ Calendars all work and is responsible for meeting applicable deadlines and having petitions/forms

required for clients to sign

JOB DESCRIPTION: Probate and TrustAdministration Paralegal


♦ Ensuring all client calls/emails and meetings are handled timely to ensure quality customer service♦ Communicates with attorney as needed regarding all client needs and/or questions♦ Ensure correspondence is mailed in a timely manner♦ Actively participates in required firm calls and meetings and provides weekly reporting.♦ Complete projects or tasks as requested by attorney within the time frame allotted♦ Attend training events and other events as needed♦ Adheres to firm established core values♦ The firm reserves the right to add or change duties at any time


Academic:

• Bachelor’s Degree or Associate Degree or similar in Paralegal Studies or 3-5 years practical experience


• Above average administrative/clerical/technical skills, and the ability to operate necessary officeequipment and software; Computer, Telephone, Fax, Scanner, Copier, Postage Meter Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point) ActionStep

• Experience in using legal database software• Strong research and report-generating skills• Type proficiently and accurately at a minimum of 35 to 40 words per minute.• Knowledge, skills and ability to perform functions and develop administrative procedures and systems

to manage all task at hand.• Skilled at formatting and communicating effectively in writing as appropriate for the needs of the

audience.• Ability to understand the written word, sentences and paragraphs in work related documents.• Highly developed time management, organizational and prioritization skills with the ability to multi



• Knowledgeable and able to evaluate information to determine compliance with standards.• Able to remember information such as words, numbers and procedures.



• Professional level communication, interpersonal and relationship building skills. Able to listen (give fullattention to what other people are saying), be empathetic and influence other people in written orverbal forms. Creatively presenting and disseminating information and concepts in an effectivemanner.

• Remain current with ever changing technology.• Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.


1. Revenue (number of matters completed to stage where fee collectable, approved and collected)2. Number of client matters managed and finalized3. Client assets identified, re-titled and distributed4. File duration open to close (b/w stages)



JOB DESCRIPTION: Medicaid Paralegal



Position Title: Medicaid Paralegal Location: Onsite or Outsource




Position Summary

The Medicaid Paralegal (MP) personally and professionally supports the vision and mission of the law firm. The MP is responsible for ensuring client’s Medicaid applications assigned are done in a timely and efficient manner, in accordance with the firm process. The MP manages all Medicaid applications for the firm with the local Medicaid department and extends outstanding customer service while obtaining support and oversight from law firm attorneys when needed or required by legal ethics rules.

The MP works independently and collaborates with the lawyers and client services to foster a team spirit in cooperation with the law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The MP may perform other duties as necessary to keep the production and administrative functions of the law firm operating smoothly and efficiently.


♦ Work with the attorneys to confirm client eligibility♦ Work with clients and other sources to get all information required to file the Medicaid application♦ Assemble application for submission to county in accordance with law firm policy and procedure♦ Follow up with county on each application from submission to approval♦ Yearly recertifications for clients when hired to do so♦ Meet with clients and families when required during law firm established application process♦ Report to nursing homes regarding filing for Medicaid or Medicaid decision♦ Meet with attorney promptly upon receipt of denial or approvals to assure decision is consistent with

expectations and to determine if Fair Hearing is recommended to client♦ Provide quality customer service to clients, potential clients, and their families and ensure all client

calls/emails are handled timely♦ Communication with attorney as needed regarding all client needs, county requests and/or questions

from either♦ Utilize firm client-based practice management system



♦ Ensure all correspondence is mailed in a timely manner♦ Actively participate in required law firm staff calls and meetings and provide weekly reporting♦ Complete projects or tasks as requested by attorney within the time frame allotted♦ Attend training events and other events as needed♦ Adhere to firm established core values♦ The firm reserves the right to add or change duties at any time


Academic:

• Bachelor’s Degree or Associate Degree or similar in Paralegal Studies or 10 years practical experience







• Knowledgeable of the Medicaid Rules and Regulations.• Ability to work with outside organizations.• Skilled at getting information by observing, receiving and/or researching to obtain information from

relevant sources.• Knowledgeable and able to evaluate information to determine compliance with standards.• Able to remember information such as words, numbers and procedures.



• Professional level communication, interpersonal and relationship building skills. Able to listen (give fullattention to what other people are saying), be empathetic and influence other people in written orverbal forms. Creatively presenting and disseminating information and concepts in an effectivemanner.



1. Revenue2. Number of client matters managed3. Number of client assets (i) identified (ii) documentation received (iii) reviewed for transfers4. Number of client transfers (i) identified and (ii) collaboration documented5. Number of matters filed (with full documentation)6. Number of (i) requests by county and (ii) reply with documentation7. Matter duration start to finish (by stage)8. Number of decisions (i) favorable (ii) unfavorable9. Communication with client and final resolution



JOB DESCRIPTION: Funding Paralegal



Position Title: Funding Paralegal Location: Onsite or Outsource




Position Summary

The Funding Paralegal (FP) personally and professionally supports the vision and mission of the law firm. The FP is responsible for managing firm funding matters assigned and ensure they are completed in a timely and efficient manner, in accordance with the firm funding process. The FP prepares all funding forms required to retitle client assets in accordance with attorney instructions as identified on client funding table.

The FP works independently and collaborates with the lawyers and client services to foster a team spirit in cooperation with the law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The FP may perform other duties as necessary to keep the production and administrative functions of the firm operating smoothly and efficiently.


♦ Gather and enter client data into law firm practice management system♦ Obtain required forms from financial institutions and other professional organizations, complete in

accordance with client funding table and submit to financial institution and other professionalorganizations to ensure client’s assets retitled as instructed

♦ Work with Attorney’s and client services to ensure client’s trusts are funded properly♦ Meet with clients as needed to handle all Funding related matters♦ Provide quality customer service to clients, potential clients, and their families and ensure all client

calls/emails are handled timely♦ Communication with attorney as needed regarding all client needs and/or questions on attorney

instruction♦ Ensure correspondence is mailed in a timely manner♦ Actively participate in staff calls and team meetings♦ Complete projects or tasks as requested by attorney within the time frame allotted♦ Attend training events and other events as needed♦ Adhere to firm established core values



♦ The firm reserves the right to add or change duties at any time


Academic:

• Bachelor’s Degree or Associate Degree or similar in Paralegal Studies or 10 years practical experience• Banking or financial background very helpful













♦ The firm reserves the right to add or change duties at any time


Academic:

• Bachelor’s Degree or Associate Degree or similar in Paralegal Studies or 10 years practical experience• Banking or financial background very helpful














1. Revenue generated2. Number of client matters managed3. Number of funding actions required, drafted, submitted, rejected, verified4. Number of client funding matters completed5. Timeline start to finish (b/w stages)


JOB DESCRIPTION: Drafting Paralegal



Position Title: Drafting Paralegal Location: Onsite or Outsource



Work Days/Hours: Mon. – Fri. 8:00 AM – 5:00 PM

Position Summary

The Drafting Paralegal (DP) personally and professionally supports the vision and mission of the law firm. The DP creates, manages, and stores all word processing for the firm, including firm correspondence, firm dictation by attorneys or team members, drafting of trusts, wills, health care proxies, powers of attorney, deeds, probate proceedings and Trust Administration documents. The DP is also responsible for the creation, finalization and maintenance of all firm forms.

The DP works independently and collaborates with the lawyers and client services to foster a team spirit in cooperation with law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The DP may perform other duties as necessary to keep the production and administrative functions of the law firm operating smoothly and efficiently.


♦ Responsible for dictation/outgoing correspondence and firm form letters♦ Responsible for creating, modifying and maintaining all internal forms♦ Draft probate petitions, decrees and forms required for filing♦ Draft all deeds, trusts, wills, powers of attorney and health care proxies♦ Enter all relevant general information and meeting notes into the firm database♦ Calendars all work and is responsible for meeting applicable deadlines and having all client documents,

planning petitions/forms prepared for clients to sign♦ Meet with clients for appointments that do not require attorney supervision.♦ Navigate through client management software and tools♦ Actively participates in required firm calls and meetings and provides weekly reporting.♦ Complete projects or tasks as requested by attorney within the time frame allotted♦ Attend training events and other firm events as needed



♦ Adheres to firm established core values♦ The firm reserves the right to add or change duties at any time


Academic:

• Bachelor’s Degree or Associate Degree (or similar) in Paralegal Studies or practical experience




to manage all tasks at hand.• Skilled at formatting and communicating effectively in writing as appropriate for the needs of the

audience.• Ability to understand the written word, sentences and paragraphs in work related documents.• Highly developed time management, organizational and prioritization skills with the ability to multi-

task with clarity; facilitating several projects at the same time with the ability to monitor and assessone’s self.







♦ Adheres to firm established core values♦ The firm reserves the right to add or change duties at any time


Academic:

• Bachelor’s Degree or Associate Degree (or similar) in Paralegal Studies or practical experience




to manage all tasks at hand.• Skilled at formatting and communicating effectively in writing as appropriate for the needs of the

audience.• Ability to understand the written word, sentences and paragraphs in work related documents.• Highly developed time management, organizational and prioritization skills with the ability to multi-

task with clarity; facilitating several projects at the same time with the ability to monitor and assessone’s self.








1. Number of base plans drafted2. Number of enhanced plans drafted3. Number of court documents drafted

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