- Take full lead on data ownership within Zoho.
- Merge client records, create new contacts, and respond to potential client inquiries.
- Meticulously organize, review, and manage legal documentation.
- File court documents into the correct client files within SharePoint and OneDrive.
- Act as a power user of Outlook, Teams, and Excel.
- Perform essential updates to client files to ensure accurate status tracking.
- Utilize Adobe and other software to prepare, edit, and organize legal documents.
SharePointMicrosoft ExcelData management