# Tasks & work activities — secretary

Source: O*NET 30.3, occupation 43-6012.00 (Legal Secretaries and Administrative Assistants).

## Task statements

- **[Core]** Prepare and distribute invoices to bill clients or pay account expenses.
- **[Core]** Prepare, proofread, or process legal documents, such as summonses, subpoenas, complaints, appeals, motions, or pretrial agreements.
- **[Core]** Mail, fax, or arrange for delivery of legal correspondence to clients, witnesses, and court officials.
- **[Core]** Receive and place telephone calls.
- **[Core]** Schedule and make appointments.
- **[Core]** Make photocopies of correspondence, documents, and other printed matter.
- **[Core]** Organize and maintain law libraries, documents, and case files.
- **[Core]** Assist attorneys in collecting information such as employment, medical, and other records.
- **[Core]** Draft and type office memos.
- **[Core]** Complete various forms, such as accident reports, trial and courtroom requests, and applications for clients.
- **[Supplemental]** Make travel arrangements for attorneys.
- **[Supplemental]** Attend legal meetings, such as client interviews, hearings, or depositions, and take notes.
- **[Supplemental]** Review legal publications and perform database searches to identify laws and court decisions relevant to pending cases.
- **[Supplemental]** Submit articles and information from searches to attorneys for review and approval for use.

## Detailed work activities

- Answer telephones to direct calls or provide information.
- Issue documentation or identification to customers or employees.
- Make travel, accommodations, or entertainment arrangements for others.
- Obtain personal or financial information about customers or applicants.
- Operate office equipment.
- Prepare business correspondence.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Prepare legal documents.
- Proofread documents, records, or other files to ensure accuracy.
- Provide information to coworkers.
- Record information about legal matters.
- Record information from meetings or other formal proceedings.
- Schedule appointments.
- Search files, databases or reference materials to obtain needed information.
- Send information, materials or documentation.