• Answering general calls and transferring to the appropriate firm staff.
• Coordinate with your team using your preferred means of communications and documents on case management software (CMS).
• Respond to emails, SMS, and voicemails.
• Evaluate, qualify, and chase leads.
• Calendar management, schedule intakes/meetings, and communicate with clients.
• Draft and send client letters, fee agreements, and questionnaires.
• Prepare case audits, review document checklists, review client communications, and run conflict checks.
• Data entry, organizing databases, and e-filing.
• Prepare invoices, set up payment plans, monitor account balances, record expenses, and process payments.
• Data mining and research market trends.
• Translate calls and documents from Spanish to English and vice versa.

• Drafting templated documents.
• Drafting discovery, interrogatories, requests for production of documents, request for admissions, and preparing exhibits.
• Preparing subpoenas and serve documents.
• Transcribing depositions and summarizing hearing transcripts.

• Draft and post hiring announcements on online platforms.
• Review and categorize pool of applicants.
• Schedule initial interviews and application exams.
• Schedule reference checks.
• Conduct background and social media investigation.
• Assist in recruitment and selection.
• Assist in training and development.
• Draft, send and follow-up Job Offers and Contracts for e-sign.
• Facilitate new hire orientation.
• Conduct onboarding tech set-up and credential creation and issuance.
• Solicit and summarize employee surveys.
• Organize team huddles and seasonal events.
• Offboarding employees and deactivating credentials access.
• Draft, send and follow-up exit clearance.
• Conduct exit interview.

• Bookkeeping.
• Payroll processing.
• Billing time and expense entries.
• Client fund or replenishment requests.
• Prepare, generate and send invoices.
• Collect payments.
• Follow-up clients for past due invoices.
• Assist in computation of disbursement for settlement.

• Design presentations.
• Research and data mine leads information on online platforms (e.g. LinkedIn, Facebooks, portals).
• Verify email addresses and contact information.
• Build client reliability through follow up calls and realtime SMS response.
• Send appreciation gifts/cards to clients using Rocketnotes, Sendoutcards, etc.

• Add and update client contact information in database.
• Add clients to drip campaigns.
• Monitor and organize leads status to avoid lost leads.
• Send email newsletters, announcement and reminders.
• Review and clean database from duplicate and inactive information.

Chase and follow-up your leads, past clients, and potential hires:

   • Assist in setting up drip campaigns (e.g. Active Campaign, Click Funnel).
   • Assist in creating templates for newsletters to use in email campaigns.
   • Set-up drip campaigns for:
        • Bankruptcy
        • Estate Planning
        • Personal injury motor vehicle crashes
        • Personal injury premise cases
        • Real Estate
   • Solicit reviews and feedback from clients through call or email.

• Create content calendar.
• Generate posts using Canva.
• Schedule postings.
• Create business profiles on review sites.
• Respond to comments and reviews real-time.