Erin Edgell

· Owned and managed centralized legal intake workflows, ensuring accurate request submission, proper routing, prioritization, and completion tracking across systems.

· Enforced intake standards and process discipline, reducing ad hoc escalations and improving matter flow consistency.

· Partnered with attorney-owner to design escalation paths and prioritization frameworks, enhancing clarity in matter management.

· Administered and maintained legal technology platforms including Clio and Lawmatics, managing user permissions, workflow configurations, reporting, and system updates.

· Developed and maintained operational dashboards to monitor intake volume, turnaround times, and workflow performance, providing actionable insights.

· Led firmwide implementation of Lawmatics CRM, automating intake and onboarding workflows.

· Created and documented SOPs, intake playbooks, and process standards, facilitating scalable and consistent operations.

· Leveraged AI-enabled tools within Clio, Billable.ai, and Lawmatics to improve intake triage and workflow documentation.

· Reduced invoicing discrepancies by 30% through improved billing workflow controls.

· Managed matter lifecycle and intake execution, enforcing standardized workflows to ensure compliance and timely progression.

· Reduced recurring workflow friction by identifying process gaps and implementing structured intake and routing improvements.

· Designed and implemented standardized templates and intake systems, reducing case setup time by 40% and improving onboarding efficiency.

· Identified operational gaps and implemented workflow improvements, enhancing reliability and minimizing administrative friction.

Led operations for compliance support and internal workflow standardization, strengthening file integrity and process alignment across matters.

· Coordinated calendaring, discovery, and document production for multi-attorney litigation teams in Am Law environment, ensuring effective management of high-volume dockets.

· Led timekeeping and billing support initiatives, improving budget alignment and enhancing matter-level financial visibility.

· Engaged in discussions on legal technology and digital workflows, facilitating early-stage modernization of processes.

· Created internal tracking tools to enhance accuracy in timekeeping, improve litigation spend forecasting, and ensure reliable matter reporting.

· Coordinated discovery, scheduling, and court filings for in-house litigation counsel across multiple matters, ensuring streamlined legal processes.

· Assisted with adoption of document management and intake systems, enhancing file organization and workflow consistency.

· Maintained matter documentation, deadline tracking, and internal communications to ensure compliance with corporate litigation standards.

· Collaborated with internal stakeholders to maintain accurate recordkeeping and track case deadlines, supporting timely case progression.

Provided comprehensive case support across civil, criminal, and family law in a small-firm environment.

· Developed file organization systems and standardized document templates, enhancing operational efficiency and ensuring consistency in case preparation.

• Conducted legal research for various case types and prepared summaries for attorneys.
• Drafted legal documents including pleadings, motions, and discovery requests for clients.
• Organized and maintained case files ensuring easy access to critical information.