- Manage incoming and outgoing calls and text messages through GoHighLevel
- Follow up with new leads and update CRM notes accurately
- Send engagement letters and client checklists as needed
- Keep client records organized and complete
- Provide regular updates to the owner regarding client activity
- Coordinate with paralegals for minor administrative tasks such as sending FedEx labels and preparing checklists
- Ensure no leads or tasks fall through the cracks
CRM