- Own the intake process for all incoming client matters
- Categorize and prioritize matters based on urgency and subject area
- Handle standard paralegal tasks like minor revisions, NDA reviews, and template population
- Draft correspondence and client-facing communications
- Route matters to attorneys with clear summaries
- Maintain matter lifecycle tracking in management system
- Communicate status updates to clients
- Build and refine intake and routing workflows with engineering team
CRMNotion