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

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.

Remote Work :

Yes

Employment Type :

Contract