Consumer Collections Legal Document Preparation Specialist

Role & responsibilities

Prepare draft legal pleadings and supporting documents using approved templates

Retrieve relevant information from the firms case management system, client records, account statements, contracts, payment histories, and supporting documents

Populate templates with accurate case, court, party, account, balance, and attorney information

Prepare documents related to different stages of consumer collections litigation, including:

Complaints and supporting exhibits

Summons preparation packages

Affidavits and declarations

Motions for default

Default judgment pleadings

Summary judgment pleadings and supporting documents

Proposed judgments and orders

Motions related to post judgment activity

Garnishment or attachment documents

Writs of execution, garnishment, possession, or other available post judgment remedies

Notices, certificates, cover sheets, and court required forms

Confirm that the correct template is used for the applicable state, court, client, case type, and procedural stage

Review case information for completeness before beginning document preparation

Compare names, addresses, account numbers, balances, dates, court information, and other data across multiple sources

Calculate or confirm basic balances, interest, costs, fees, credits, payment amounts, and judgment totals using approved formulas or system generated information

Confirm that required exhibits and supporting documents are included and properly labeled

Organize documents in the required order for attorney review, filing, or service

Apply approved formatting, document naming, and storage conventions

Save draft documents and supporting materials to the correct case file or workflow location

Create or update system tasks showing that the draft package is ready for attorney review

Make administrative corrections requested by attorneys or quality control reviewers

Track documents returned for correction and ensure revisions are completed promptly

Identify missing, inconsistent, or potentially inaccurate information and escalate before finalizing the draft

Maintain assigned production queues and meet established service levels

Support updates to templates, checklists, playbooks, and document preparation procedures

Typical Document Preparation Process

The Specialist will generally follow a structured process:

1. Receive a document preparation task through an assigned queue
2. Confirm the case, court, client, jurisdiction, and required document type
3. Review the case management system and supporting records
4. Select the correct approved template
5. Populate the template with case specific information
6. Complete permitted calculations using approved rules or tools
7. Attach and label the required exhibits
8. Perform a quality review using the applicable checklist
9. Save the draft documents to the correct location
10. Route the complete package to the attorney for review and approval
11. Make requested corrections and return the revised package for approval

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