How does data entry work for legal?
Your data entry assistant works from your source documents in your hours and enters them with a second check on every batch. Matter setup means every party, adverse party, court, judge, case number and custom field entered from the intake sheet and the pleadings so conflict checks and reports are reliable. Time entry means notes, call logs and calendar items converted into entries with the client's task codes and your narrative style. Medical records indexing means each provider, date range, page count and Bates range logged in the chronology template. Discovery logging means every request, response and production tracked with dates and the objections the attorney noted. Each batch closes with a count entered, a count checked and an exceptions list, and the assistant is an employee with a backup and a team lead.
What tasks does data entry cover for law firms?
- Set up matters and parties in Clio or MyCase with every field from the intake and pleadings
- Convert attorney notes and call logs into coded time entries
- Index medical and employment records by provider, date range and Bates range
- Log discovery requests, responses and productions with dates
- Build privilege log spreadsheets from attorney designations
- Maintain the conflicts database with every new party and related entity
- Prepare settlement disbursement sheets from attorney-provided figures
- Close each batch with counts entered, checked and exceptions listed
