WHAT DOES A PARALEGAL DO?

Published: Dec 15, 2025 - The Paralegal prepares board and shareholder resolutions, manages corporate records and statutory filings, and supports governance processes by handling board changes and taking minutes at directors’ meetings. This position involves coordinating with internal teams, authorities, and external counsel to maintain licenses, manage contracts and bottler documentation, oversee trademark clearance and renewals, and support broader intellectual property protection and compliance initiatives. The individual also assists legal counsel with research, drafting, reporting, invoice coordination, and administrative support, while helping review marketing materials, manage dashboards, and organize legal operations.

A Review of Professional Skills and Functions for Paralegal

1. Paralegal Duties

  • Document Review: Review routine legal documents and prepare drafts.
  • Case Management: Create case files and keep them organized throughout each matter.
  • Schedule Coordination: Maintain schedules to help attorneys stay on track with deadlines.
  • Deadline Tracking: Provide timely reminders to ensure all required tasks are completed.
  • Insurance Claims: Set up claims with insurance companies on behalf of clients.
  • Medical Billing: Request medical bills needed for case evaluation.
  • Medical Records: Obtain medical records to support case development.
  • File Tracking: Track incoming documents and update files accordingly.
  • Request Monitoring: Support attorneys by monitoring outstanding requests.
  • Administrative Support: Assist with general legal and administrative tasks tied to each case.

2. Paralegal Details

  • Case Support: Support attorneys by managing a range of case responsibilities throughout litigation or settlement.
  • Medical Coordination: Contact medical providers to gather information needed to open or advance cases.
  • Attorney Communication: Communicate with personal injury attorneys to obtain relevant case details.
  • Insurance Liaison: Reach out to insurance companies for documentation or clarification.
  • Court Coordination: Correspond with court clerks regarding filings, scheduling, and records.
  • Witness Communication: Communicate with witnesses to secure statements or documents.
  • Professional Collaboration: Work with professionals to collect materials required for disclosures, settlements, and reimbursements.
  • Document Review: Review case documents thoroughly when preparing for hearings.
  • Issue Identification: Identify potential issues that may affect a case’s outcome.
  • Legal Analysis: Develop arguments and problem-solve to determine what evidence is needed to address those issues.
  • Hearing Preparation: Help attorneys assemble complete, well-organized hearing materials.

3. Paralegal Responsibilities

  • Contract Processing: Prepare and process requests for provider contracts, letters of agreement, contract amendments, and notices.
  • Document Review: Review provider documents, including applications, attestations, and credentials.
  • Credentialing: Conduct provider credentialing.
  • Network Submissions: Prepare required provider network data for submissions, review submission results, and prepare responses to network deficiencies.
  • Database Management: Maintain and update databases, including provider databases, directories, and rate tables, and generate data reports.
  • Inquiry Response: Respond to staff and provider network inquiries.
  • Leadership Support: Assist senior leadership and provide support to the department.

4. Paralegal Job Summary

  • Transaction Support: Assist with the coordination and management of M&A transactions, including asset acquisitions and related corporate work.
  • Document Drafting: Draft ancillary transaction documents under attorney supervision, including officers’ certificates, resolutions, and agreements using templates.
  • Closing Preparation: Create closing checklists and draft signature pages.
  • Agreement Preparation: Assist with the preparation of agreements, schedules, exhibits, and other closing documents.
  • Closing Support: Support completion of closings.
  • Process Materials: Prepare process-related materials from templates, including timelines and deal overviews.
  • Due Diligence: Prepare due diligence request lists and assist with due diligence investigations.
  • Confidentiality Tracking: Prepare, review, and track confidentiality agreements.
  • Document Management: Assist in the execution, distribution, and storage of contracts and documents, including the creation of electronic closing binders.

5. Paralegal Accountabilities

  • Legal Research: Conduct research to support ongoing legal proceedings.
  • Case Analysis: Identify relevant laws, cases, and facts during the research process.
  • Legal Drafting: Assist with drafting legal documents required for each matter.
  • Document Review: Review documents for accuracy before attorney approval.
  • Docket Management: Manage the docket to ensure all deadlines are tracked.
  • Calendar Management: Update calendars with hearings, filings, and key due dates.
  • Trial Preparation: Help organize materials needed for trial preparation.
  • Exhibit Assembly: Assemble exhibits and witness information for attorney use.
  • Document Compliance: Ensure all trial documents are complete and properly formatted.
  • Case Support: Provide general support throughout each stage of case development.

6. Paralegal Functions

  • Bankruptcy Support: Assist with solicitation and voting in bankruptcy cases.
  • Notice Distribution: Assist with bankruptcy filing notices and distribution.
  • Docket Monitoring: Monitor bankruptcy court dockets and handle electronic filing of court documents.
  • Stakeholder Communication: Interact with creditors, clients, debtor’s counsel, and other professionals regarding case matters.
  • Procedural Review: Review stipulations, motions, and orders for procedural and noticing requirements.
  • Service Preparation: Prepare service and notice instructions, and proof production work related to the document service.
  • Document Coordination: Coordinate service of documents via mail, courier, facsimile, or email with production and fulfillment teams.
  • Affidavit Filing: Prepare and electronically file affidavits of service.

7. Paralegal Job Description

  • Document Filing: Name and file documents in the digital filing system.
  • Contract Drafting: Assist with and draft contracts and other legal forms for clients and subcontractors.
  • Claims Intake: Administer claims intake by communicating with contractors and subcontractors about job site incidents.
  • Data Management: Update spreadsheets, databases, and inventories with statistical, financial, and non-financial claims information.
  • Insurance Support: Assist with providing insurance certificates for clients and respond to basic insurance-related requests and questions.
  • Event Coordination: Manage meeting and event logistics, including booking and preparing rooms, creating materials, organizing catering, and taking notes.
  • Workers’ Compensation: Monitor and administer workers’ compensation claims.
  • Client Communication: Communicate directly with clients in a professional manner.
  • Team Collaboration: Build trusting relationships among colleagues for mutual support and assistance.

8. Paralegal Overview

  • Legal Drafting: Draft correspondence, pleadings, discovery, and other documents for attorney review and use.
  • Legal Research: Conduct research and investigations.
  • Trial Preparation: Assist in deposition preparation, pre-trial investigations, and trial preparations.
  • Case Management: Record, analyze, and organize case documents and client data.
  • Scheduling: Schedule appointments, travel arrangements, depositions, and client meetings.
  • Work Prioritization: Exercise independent judgment when prioritizing work assignments.
  • Administrative Support: Perform miscellaneous administrative and support duties.
  • Team Support: Provide backup and support to other administrative assistants and paralegals.

9. Paralegal Details and Accountabilities

  • Paralegal Support: Act as a paralegal to the solicitor and provide comprehensive support.
  • Confidentiality: Maintain strict confidentiality and demonstrate diplomacy in all communications.
  • Call Management: Handle incoming and outgoing calls on behalf of the solicitor.
  • Diary Management: Manage both the solicitor’s personal diary and the office diary.
  • Meeting Coordination: Arrange meetings, consultations, tribunal hearings, court appearances, and conferences.
  • Coverage Planning: Organize appropriate coverage during the solicitor’s absence.
  • Mail Coordination: Review, prioritize, and respond to mail while coordinating conferences and travel arrangements.
  • Workload Coordination: Coordinate and administer the solicitor’s workload when they are unavailable, particularly for employment law matters.
  • Client Liaison: Ensure timely delivery of advice and information to internal and external clients while meeting strict deadlines.
  • Correspondence Drafting: Draft routine correspondence and reports, gather information, and update statistical data.
  • Complaint Handling: Assist solicitors in investigating and defending complaints and tribunal proceedings from organizational departments or schools.
  • Deadline Compliance: Meet statutory deadlines for all complaints, investigations, and proceedings.
  • Appeals Support: Support appeals processes by collating and indexing discoverable documents and preparing court or tribunal bundles.
  • Procedural Drafting: Draft and respond to procedural documents, including responses, notices of appearance, requests for additional information, and discovery materials.
  • Stakeholder Coordination: Maintain effective communication with officers, boards, counsel, witnesses, and agencies while also preparing counsel’s papers, arranging delivery, preparing hearing documentation, applying for witness summons, attending hearings for verbatim reporting, and administering counsel’s fee payments.

10. Paralegal Tasks

  • Commercial Advice: Provide legal advice that is commercially oriented and focused on practical solutions.
  • Contract Review: Review consultancy agreements regularly.
  • Contract Negotiation: Negotiate contract terms to support business objectives.
  • Risk Assessment: Identify legal risks and propose workable alternatives.
  • Legal Updates: Provide updates on legal developments that impact the business.
  • Legal Training: Deliver training to ensure teams understand new requirements.
  • Insurance Liaison: Liaise with insurance brokers whenever issues or questions arise.
  • Coverage Review: Confirm that insurance coverage meets all company needs.
  • Compliance Monitoring: Monitor compliance with insurance-related obligations.
  • Legal Communication: Support the business with clear, efficient communication on legal matters.

11. Paralegal Roles

  • Legal Research: Use standard data sources to perform routine legal research.
  • File Management: Maintain files, databases, and systems used to store litigation, union contract, and patent-related information.
  • Document Organization: Organize materials so they can be easily retrieved.
  • Legal Drafting: Draft legal documents using established legal and corporate practices.
  • Document Review: Review and edit documents under regular supervision.
  • Form Preparation: Prepare legal forms, templates, and pleadings for arbitration or litigation.
  • Format Compliance: Ensure all prepared materials follow the required formats.
  • Case Monitoring: Monitor the progress of lower-risk cases.
  • Status Reporting: Coordinate updates and keep supervisors informed.
  • Issue Resolution: Handle basic issues independently under direct oversight.
  • Matter Escalation: Escalate complex matters to the appropriate staff member.

12. Paralegal Additional Details

  • Document Handling: Handle residents’ documents and ensure they are properly organized.
  • Completion Statements: Prepare completion statements for conveyancing matters.
  • Mortgage Processing: Process and review mortgage documents.
  • Conveyancing Support: Support all aspects of conveyancing transactions.
  • Lender Communication: Communicate with bespoke lenders to obtain the required information.
  • Client Correspondence: Maintain clear and timely correspondence with clients.
  • Deadline Tracking: Track documents and deadlines throughout each transaction.
  • Property Support: Provide administrative and legal support to keep property matters moving efficiently.

13. Paralegal Essential Functions

  • Legal Support: Support paralegals, attorneys, and other department roles on routine processes and legal matters.
  • Document Processing: Draft, process, and review legal and other documents such as contracts, applications, and correspondence for straightforward legal matters.
  • Compliance Review: Review business materials for compliance with applicable laws and internal policies.
  • Business Support: Build knowledge of business operations, make recommendations, support clients, prepare presentations, and communicate status updates on issues.
  • Regulatory Compliance: Ensure compliance by reviewing and contributing to business materials, contributing to project goals, and supporting the development of solutions that enable business objectives.
  • Work Prioritization: Prioritize work tasks and projects and maintain tools, resources, databases, and processes to improve efficiency.
  • Process Implementation: Use and implement company tools, resources, databases, and standardized processes to efficiently achieve work objectives.
  • Workflow Management: Set and manage workflow and priorities based on team needs and supervisor direction.
  • Practice Alignment: Work in alignment with established priorities for the practice group.
  • Deadline Monitoring: Monitor timelines and schedules to ensure deadlines are met.
  • Guided Assistance: Provide information on routine legal documents and processes under close supervision.

14. Paralegal Role Purpose

  • Contract Management: Manage key business contracts and ensure they are properly tracked and maintained.
  • Template Management: Oversee legal templates and keep them updated for business use.
  • Knowledge Support: Prepare know-how materials and provide support or training to help the business understand legal processes.
  • Corporate Housekeeping: Handle corporate housekeeping tasks such as authorizations, annual accounts, dividends, and board appointments or discharges.
  • Dataroom Management: Maintain and regularly update the corporate dataroom.
  • DocuSign Support: Provide support with DocuSign for contract execution.
  • Transfer Pricing: Maintain transfer pricing documentation in close coordination with Finance teams.
  • Legal Assistance: Assist the Group General Counsel with day-to-day legal matters.
  • Transactional Support: Support transactional work by reviewing legal documents.
  • Contract Negotiation: Draft and help negotiate contracts with counterparties.
  • Stakeholder Communication: Facilitate clear communication between legal, business teams, and external parties.

15. Paralegal General Responsibilities

  • Workflow Coordination: Provide logistical support to the legal team by organizing materials and coordinating workflows.
  • Attorney Assistance: Offer practical, day-to-day assistance to help attorneys manage ongoing tasks.
  • Entity Administration: Support the administration of subsidiaries and legal entities in connection with corporate governance requirements.
  • Record Maintenance: Maintain accurate and up-to-date corporate record books.
  • Database Updates: Update the legal corporate database whenever new information or documents are received.
  • Document Uploading: Upload relevant legal documents as directed by team members.
  • Governance Tracking: Track corporate governance actions to ensure compliance.
  • Corporate Support: Assist attorneys with routine corporate maintenance tasks.
  • Record Organization: Help keep all entity records organized and accessible.
  • Operational Support: Contribute to smooth legal department operations through consistent organizational support.

16. Residential Property Paralegal Key Accountabilities

  • Conveyancing Support: Support paralegals, fee earners, and residential solicitors by taking instructions for sale and purchase files, transfers of title, new build purchases, discharge, and remortgage matters.
  • Transaction Coordination: Deal with clients, estate agents, mortgage lenders, and solicitors at all stages of the transaction from initial instructions and noting interest through missive stages under supervision and through completion.
  • Client Updates: Advise and update clients on the progress of their transactions by email and telephone.
  • Security Documents: Prepare standard security documents for signature.
  • Search Management: Order searches for sales and purchases, review results, and interpret findings.
  • Title Review: Note title on registered and unregistered properties and report terms to clients.
  • Draft Preparation: Prepare dispositions and other conveyancing drafts.
  • Issue Identification: Raise observations based on standard requirements, search entries, and home report reviews.
  • Funding Requests: Prepare a report on the title and order funds from lenders.
  • Settlement Preparation: Prepare settlement terms for completion of the transaction.
  • Post-Settlement: Handle post-settlement claims under solicitor guidance.

17. Paralegal Apprentice Roles and Details

  • System Updates: Assist with quarterly updates and system updates, including updating dawn raid materials and processing required health warnings.
  • Portal Maintenance: Assist with maintaining internal portal pages by uploading new materials and posting updates.
  • Template Management: Assist with template review, approval processes, and execution of accounts, and collate job packs before board meetings while uploading documents and contracts to electronic signature platforms.
  • Recordkeeping: Assist with maintaining records of processing activities across the business.
  • Contract Review: Review service contracts for termination clauses and related obligations.
  • Employment Contracts: Review multiple variations of employment contracts for the presence or absence of standard clauses.
  • Document Archiving: Print and file hard copy company records and manage the archiving process.
  • Task Management: Manage various tasks and projects as they arise and at the manager's request.

18. Immigration Paralegal Responsibilities and Key Tasks

  • Client Management: Proactively assist in managing a portfolio of clients while reporting to managers and senior team members.
  • Case Management: Undertake casework and case management for immigration applications.
  • Risk Management: Be involved in the financial and risk management of clients.
  • Business Development: Participate in business development activities to identify and research opportunities with new and existing clients.
  • Technical Development: Contribute to developing technical acumen for yourself and the team.
  • Problem Solving: Develop strategies to solve complex technical challenges.
  • Project Delivery: Assist in managing and delivering large projects.
  • Team Leadership: Train, coach, and supervise junior team members.
  • Legal Knowledge: Keep up to date with applicable immigration legislation.

19. Paralegal Duties and Roles

  • Specialized Support: Provide support to a specialized area within the legal department using strong analytical, communication, and organizational skills.
  • Issue Research: Research and resolve issues involving substantial legal or factual complexity through detailed document review and factual investigation.
  • Case Substantiation: Provide substantiation and background for client inquiries, claims, disputes, cases, and proceedings under attorney direction.
  • Independent Judgment: Present recommendations and exercise independent judgment while developing specialty expertise.
  • Issue Identification: Identify issues within the area of expertise and work independently on complex assignments without direct supervision.
  • Legal Preparation: Prepare agreements, documents, and pleadings, and provide research and background information under the attorney's direction.
  • Legal Collaboration: Collaborate with legal department attorneys and staff, outside counsel, and business partners.
  • Government Liaison: Communicate with government entities.

20. Paralegal Roles and Responsibilities

  • Data Analysis: Gather and analyze data relevant to each case.
  • Document Review: Review medical records, expert reports, and liability documents.
  • Issue Identification: Identify key issues that appear in the documentation.
  • Medical Chronologies: Draft detailed medical chronologies to support case development.
  • Witness Statements: Obtain witness statements.
  • Claim Drafting: Draft Notices of Claim forms.
  • Loss Statements: Prepare Statements of Loss and Damage.
  • Client Liaison: Liaise with clients to collect information and provide updates.
  • Document Organization: Organize documents to ensure attorneys have what they need.
  • Legal Support: Support the legal team throughout all stages of the matter.

21. Paralegal Duties

  • Cross-Team Coordination: Work closely with sales and solution teams to coordinate with legal counsel on legal and contractual support.
  • Vendor Negotiation: Support day-to-day discussions and negotiations with suppliers and vendors on legal and commercial matters.
  • Contract Governance: Support legal counsel in promoting awareness of contract governance policies and ensuring compliance with contract approval procedures.
  • Legal Drafting: Draft and review simple legal documentation, including non-disclosure agreements, contract addenda, renewals, and termination notices.
  • Repository Management: Maintain the legal and compliance central depository and other internal resources.
  • Corporate Secretarial: Assist and support in corporate secretarial matters, such as coordinating resolutions.
  • Compliance Procedures: Manage and implement internal compliance procedures, including due diligence, litigation searches, and third-party screening.

22. Paralegal Details

  • Case Ownership: Take ownership of the caseload.
  • Client Communication: Work closely with customers by phone or in writing with an empathetic approach.
  • Service Delivery: Deliver on internal targets and service levels to achieve the best possible outcomes for customers.
  • Case Management: Use a case management system to manage work accurately and keep records up to date.
  • Team Collaboration: Work collaboratively with team members, share ideas, and learn from colleagues to support development.
  • Third-Party Liaison: Engage with third parties, including financial institutions and government bodies.
  • Document Preparation: Prepare forms and documents needed to move cases forward and track financial transactions.

23. Paralegal Responsibilities

  • Fraud Case Management: Run a caseload of fast-track fraud cases.
  • Time Recording: Achieve time recording targets, split between chargeable and investment time within the financial year.
  • Financial Performance: Achieve individual financial targets in line with the sales plan.
  • Client Management: Understand client requirements and manage cases in line with service level agreements and best practices.
  • Risk Analysis: Analyse risk and develop sound judgement to justify decisions internally and externally.
  • Work Prioritisation: Prioritise work effectively and maximise efficiency in working practices.
  • Practice Contribution: Understand the role within the practice group and contribute to increased efficiency by developing a caseload appropriate to the level of technical and legal knowledge.
  • Relationship Building: Build working relationships internally and externally to develop business networks and create a solid understanding of firm direction and client needs.
  • Professional Development: Develop increased levels of technical and commercial knowledge through training or supervised practice.

24. Paralegal Job Summary

  • Bankruptcy Support: Support the bankruptcy department by maintaining research, analysis, and evaluation of bankruptcy accounts from case commencement to discharge or dismissal.
  • Attorney Network: Assist in developing and maintaining a network of outside bankruptcy attorneys and communicate with network members.
  • Engagement Negotiation: Solicit and help negotiate engagement terms for new outside bankruptcy attorneys.
  • Invoice Review: Provide initial review of invoices submitted by outside bankruptcy attorneys.
  • Process Development: Contribute to developing and maintaining workflow and internal processes.
  • System Management: Manage the implementation and maintenance of case management software.
  • Training Oversight: Oversee training for case management software and internal procedures.
  • Workflow Management: Manage daily case entry workflow to optimize resource use and cost efficiency.
  • Process Analysis: Analyze work, process, and systems issues and recommend effective solutions.
  • Form Library: Build and maintain a library of forms.
  • Litigation Research: Provide research and analysis for filing and responding to bankruptcy-related litigation.
  • Caseload Management: Maintain individual caseloads in legal management software.
  • Document Review: Review corporate documents related to acquisition and the chain of title of serviced accounts.
  • Counsel Communication: Communicate with opposing counsel and bankruptcy trustees.
  • Trend Analysis: Advise in-house bankruptcy counsel of trends in claim objections and other emerging patterns.
  • Regulatory Knowledge: Stay current on federal and local bankruptcy rules and statutes relevant to consumer creditor bankruptcy.
  • Funds Administration: Administer the preparation and filing of requests for unclaimed funds.
  • Compliance Oversight: Ensure compliance with applicable laws, regulations, and company policies within areas of responsibility.

25. Paralegal Accountabilities

  • Board Resolutions: Prepare board and shareholder circulating resolutions, handle board appointments and resignations, and take minutes at directors’ annual general meetings.
  • Statutory Filings: Submit online filings and coordinate with internal departments and authorities to maintain business and investment licenses and statutory reports.
  • Register Maintenance: Maintain the corporate register database.
  • Bottler Agreements: Support legal counsel in managing bottler agreements and related authorizations while coordinating with business teams and corporate legal.
  • Record Management: Organize and maintain local records related to bottler documentation.
  • Trademark Clearance: Coordinate trademark clearance requests between the business and trademark counsel.
  • Trademark Renewals: Manage trademark renewal instructions and ensure timely communication with trademark counsel.
  • IP Support: Support trademark counsel in broader intellectual property protection efforts, including addressing third-party infringements and handling IP authorizations.
  • Contract Support: Assist with contract management tasks and provide drafting support.
  • Marketing Review: Help review consumer promotion terms, conditions, and key visuals and support marketing material approvals.
  • Legal Reporting: Coordinate monthly legal dashboard reporting.
  • Compliance Support: Support the compliance program by preparing quick guides and training materials.
  • Paralegal Tasks: Perform general paralegal tasks such as legal research and document preparation.
  • Invoice Coordination: Coordinate invoice payments and manage travel arrangements.
  • Executive Support: Provide administrative support to the general counsel, including organizing legal team meetings.

26. Paralegal Secretary Functions

  • Client Service: Deliver efficient, high-quality service that meets client expectations.
  • Court Documents: Prepare court documents as directed by fee earners.
  • Call Handling: Answer calls when fee earners are unavailable and relay messages appropriately.
  • Peer Support: Seek guidance from other fee earners.
  • Client Updates: Maintain client satisfaction by providing regular updates and making routine calls.
  • File Opening: Open new files on own initiative or at the request of fee earners.
  • Mail Handling: Handle outgoing mail promptly and accurately.
  • Quality Control: Ensure all information sent out meets the required quality standards.
  • Office Tasks: Complete simple office tasks such as printing, scanning, and binding.
  • Team Support: Support the team by staying organized and responsive to client and attorney needs.

27. Clinical Negligence Paralegal Job Description

  • Meeting Attendance: Attend meetings, court sessions, and conferences with counsel and take detailed notes.
  • Legal Drafting: Draft relevant legal documentation for senior lawyers.
  • Administrative Support: Provide administrative support to assist senior team members.
  • Legal Research: Research issues involving quantum, medical topics, legislation, and case law.
  • Business Development: Help with business development activities.
  • File Management: Support the team by maintaining organized and up-to-date files.
  • Enquiry Handling: Handle new enquiries over the phone in a professional manner.
  • Professional Liaison: Communicate with other professionals involved in matters.
  • Client Liaison: Liaise with clients to gather information or provide updates.
  • Case Support: Assist the legal team across multiple tasks to keep cases moving efficiently.

28. Paralegal Overview

  • Finance Documentation: Assist with preparing, registering, and distributing shipping finance documents.
  • Transaction Recording: Record ship sale and purchase transactions and keep the related files updated.
  • Record Maintenance: Maintain accurate records for all shipping transactions.
  • Stakeholder Liaison: Liaise with internal teams and external parties.
  • Project Support: Help manage transactional projects to ensure smooth operations.
  • Timeline Monitoring: Monitor timelines and coordinate information flow during transactions.
  • Ad Hoc Support: Handle ad-hoc duties assigned by the legal or operations team.
  • Operational Support: Provide general support to maintain efficiency in shipping and transactional matters.

29. Paralegal Details and Accountabilities

  • Regulatory Support: Support attorneys by assisting with responses to subpoenas, regulatory requests, discovery requests, and private equity letters.
  • Retention Compliance: Help enforce document retention policies and related procedures.
  • Database Management: Maintain databases used for compliance processes and departmental initiatives.
  • Record Tracking: Track and organize all records and contracts for easy retrieval.
  • Matter Reporting: Report on active and closed matters.
  • Deadline Monitoring: Monitor deadlines tied to regulatory or discovery obligations.
  • Document Control: Ensure documents are properly catalogued and stored.
  • Project Collaboration: Collaborate with team members on special projects as they arise.
  • Administrative Assistance: Assist attorneys with administrative and organizational tasks.
  • Workflow Support: Provide consistent support to keep legal workflows operating smoothly.

30. Paralegal Tasks

  • Practice Management: Support practice management by organizing files, tracking deadlines, and coordinating case activities.
  • Pleading Drafting: Draft pleadings needed for ongoing matters.
  • Production Review: Review productions and identify additional documents or information that should be requested from opposing counsel.
  • Undertaking Tracking: Create and maintain undertaking charts as part of the discovery process.
  • Counsel Correspondence: Correspond with counsel to request undertakings and monitor responses.
  • Response Review: Review answers to determine whether each undertaking has been satisfied.
  • Motion Drafting: Draft motion materials when responses are incomplete or insufficient.
  • Expert Coordination: Arrange Independent Medical Examinations by retaining experts and preparing briefing materials.
  • Document Summarization: Summarize documents to support case preparation.
  • Hearing Preparation: Assist with trial or arbitration planning and organization.
  • Litigation Support: Provide comprehensive support throughout all litigation phases.

31. Paralegal Roles

  • Transaction Support: Assist the legal team through all stages of corporate transactions.
  • Regulatory Compliance: Prepare documents required to comply with laws and regulations governing business activities.
  • Agency Liaison: Communicate with government agencies to complete vehicle registrations.
  • License Management: Obtain and provide business licenses, trader licenses, and corporate or entity information.
  • Registration Coordination: Secure VAT registrations, surety bonds, insurance cards, and certificates of insurance.
  • Internal Collaboration: Collaborate with internal teams across Lucid to gather documents needed for corporate and facility licensing requirements.
  • Deadline Tracking: Track due dates and maintain an accurate calendar of upcoming obligations.
  • Meeting Coordination: Schedule meetings and record notes to document action items.
  • Record Management: Manage corporate records to ensure they remain current and complete.
  • File Organization: Maintain organized licensing files and processes.
  • Operational Support: Support smooth coordination of regulatory and transactional work across departments.

32. Paralegal Additional Details

  • Subpoena Response: Work with attorneys and accounting professionals in responding to subpoenas and other information requests.
  • Legal Research: Assist attorneys with fact and legal research.
  • Document Review: Review and analyze documents for content, relevance, and attorney-client privilege.
  • Regulatory Production: Assist in producing information to regulatory agencies and private litigants.
  • Preservation Drafting: Draft and edit internal document preservation and collection communications for the legal department.
  • Professional Liaison: Maintain contact with audit and tax professionals.
  • Response Tracking: Track responses from audit and tax professionals to preservation and collection requests from the legal department.
  • Witness Preparation: Assist attorneys in interviewing and preparing witnesses for depositions.
  • Electronic Records: Collect and organize specialized electronic document sets, including audit work papers and tax documents.
  • External Counsel: Maintain communications with external law firms representing the organization.
  • E-Discovery Oversight: Instruct and supervise electronic discovery vendors hired to process and prepare document productions.