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Legal Assistants and Paralegals, Define Process Flows for Most Common Tasks

Legal Assistants and Paralegals, Define Process Flows for Most Common Tasks

UpworkCity Of Manila, Metro Manila, Philippines
26 days ago
Job description

Job Description

The Tasks should be broken into 2 categories :

1. Tasks that do not require specialized software to complete, this software should be easily obtained by anyone

2. Tasks that do require industry specific or otherwise specialized software to complete

This project will require the following deliverables :

5-10 Non-Software Specialized Tasks - Legal Assistants :

  • Task type
  • Short purpose / description of the task
  • Build milestones
  • Actual specification of the task
  • Any input data / context / artifacts (files etc) required to complete the task
  • Non specialized software required to complete this task
  • Difficulty level (based on calibration provided)

5-10 Specialized Software Tasks - Legal Assistants :

  • Task type
  • Short purpose / description of the task
  • Build milestones
  • Actual specification of the task
  • Any input data / context / artifacts (files etc) required to complete the task
  • Specialized Software required to complete this task (ideally available for purchase and not a custom “in-house” tool)
  • Difficulty level (based on calibration provided)
  • Initial state of task setup in the free software alternative (setting up accounts, dummy data eg in Salesforce setup dummy customer accounts with dummy data etc)
  • Ideally the tasks setup here can still be performed if the initial state of the software is updated

    • We will provide an Excel file for you to enter the information listed above and submit back to us. Below is a list of example tasks we would be interested in for Legal Assistants, you will be expected to update and add any common tasks completed in your day-to-day.

    Difficulty Framework :

    You will be expected to assign a difficulty score from the list below for each of the tasks you define. Some examples are included for reference.

  • Easy : Standard templates, clear rules, minimal judgment (e.g., NDA generation, basic document review)
  • Medium : Some customization, specialized knowledge, moderate judgment (e.g., commercial contracts, routine legal research)
  • Hard : Novel issues, multiple jurisdictions, significant judgment (e.g., appellate briefs, complex judicial opinions, strategic case management)

    • Task Type Categories :

  • Document Drafting & Generation
  • Document Review & Analysis
  • Legal Research
  • Regulatory Filing & Compliance
  • Electronic Communication Management

    • Examples :

  • Drafting legal documents (motions, briefs, contracts)
  • Legal research using online databases,
  • Organizing case files in document management systems
  • Email communication
  • Cite-checking
  • Drafting standard correspondence,
  • Organizing case files
  • Developing case strategy
  • Senior lawyers drafting opinions / orders (for clerks)

    • Examples of Software Used - Legal Assistants :

  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Westlaw, LexisNexis, Bloomberg Law, iManage, NetDocuments, Worldox, Clio, MyCase, PracticePanther, Relativity, Logikcull, Kira, Luminance, eBrevia, HotDocs, Contract Express, Elite, Timeslips, CaseMap.

    • Open Source / Free Software Alternatives - Legal Assistants and Judicial Law Clerks :

  • Office Suite : LibreOffice (Writer, Calc, Impress), Google Workspace (free tier : Docs, Sheets, Slides).
  • Legal Research : Free Law Project (APIs), Juriscraper, Eyecite, Cornell LII, Google Scholar, Casetext (free tier).
  • Document Management : OpenKM, Mayan EDMS, Nextcloud.
  • Case Management (simple) : ArkCase (mentioned in original doc, community edition may exist or be simpler), Trello / Kanboard for task tracking.
  • Citation : Zotero (with legal citation styles), EndNote Basic.

    • Array

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    Paralegal • City Of Manila, Metro Manila, Philippines