Key Responsibilities

A. Document Preparation & Drafting

Prepare, format, and proofread legal documents including:
- Agreements and contracts
- Court forms and filings
- Letters, notices, and correspondence
Ensure documents follow firm templates and legal standards
Assist lawyers with basic drafting based on instructions

B. Document Management & Filing

C. Compliance & Accuracy

D. Administrative Support

E. Digital Systems & Record Keeping

F. Accounting & Financial Administration

1. Billing & Invoicing

Prepare and issue client invoices based on lawyers’ time sheets and instructions
Ensure accuracy of billing details (professional fees, disbursements, taxes if applicable)
Track billing status and follow up on outstanding payments

2. Receivables & Collections

3. Payables & Expense Management

4. Bookkeeping

5. Client Account / Trust Account Support (if applicable)

6. Financial Reporting Support

Assist in preparing basic financial reports:
- Monthly income and expense summaries
- Outstanding receivables reports
Provide administrative support during audits or tax filing

Jenny & Associates