Casey Jacobs

Legally trained professional with hands-on experience in legal practice, estate administration, and legal operations within fast-paced legal environments. Experienced in drafting legal documents, supporting litigation processes, and managing end-to-end estate administration workflows, including high-volume client communication and procedural compliance. Currently working at the intersection of law, legal operations, and legal technology, with practical exposure to legal practice management systems and client intake platforms.

Actively using generative AI tools to support drafting, research, and workflow optimisation, with a strong interest in how AI is transforming legal service delivery, operating models, and legal team efficiency. Seeking to transition into legal technology consulting with a focus on Generative AI adoption, legal process redesign, and legal operations transformation.

Client Success Coordinator - Life and Legacy Counselors - United States - Remote

(2026-01)

• Client journey facilitation and client experience management
• Funding coordination and administrative support
• Internal Work and cross-team coordination
• Relationship management and client communication
• Scheduling diary, and calendar management
• Process improvement and compliance support

Candidate Attorney - R Miller Attorneys - Bergvliet, Cape Town

(2024-07 - 2025-07)

• Drafted legal documents, including contracts, pleadings, affidavits, and correspondence across family, property, and commercial law matters.

Estates Administration Assistant - Malan Lourens Viljoen Inc. - Somerset West, Cape Town

(2023-10 - 2024-07)

Developed and executed content marketing strategies that leveraged social media to drive traffic, engagement, and conversions. Produced high-quality, engaging content for social media, email marketing, and the company's blog.

• Assisted with deceased estate administration, including reporting estates to the Master of the High Court and preparing liquidation and distribution accounts.
• Conducted legal research and supported case strategy in litigation and dispute resolution matters.
• Assisted with court proceedings, mediations, and settlement negotiations under attorney supervision.
• Managed client communications, maintained case files, and ensured compliance with legal and procedural requirements.
• Supported trial preparation, including drafting heads of argument, affidavits, and court filings.

Legal Practice Council – Board Exams - Law Society of South Africa (2025-03 - 2025-08)

Legal Education and Development - Law Society of South Africa (2024-03 - 2024-09)

LLB - Law - University of Western Cape (2019 - 2023)