Office Clerk
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Responsible for scanning all physical client files into the Cerenade system, ensuring each document is clear, complete, and properly categorized. This helps maintain accurate digital records and supports efficient case management. Review scanned documents for accuracy, correct labeling, and completeness.
Double-check that files are uploaded to the correct client profiles and follow firm protocols for confidentiality and organization. Record key information from clients upon arrival, including their name, appointment details, and any updates related to their case. Ensure all notes are clear and properly documented for attorney review.
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