- Design, coordinate, and deliver comprehensive onboarding programs for legal and administrative staff.
- Develop and maintain SOPs, training materials, and reference guides for estate planning.
- Conduct role-specific training on firm systems, client intake, and compliance standards.
- Assess recorded client meetings and consultations to evaluate quality and accuracy.
- Provide structured, constructive feedback to staff using standardized QA rubrics and scorecards.
- Identify recurring knowledge gaps and recommend targeted training or corrective actions.
- Collaborate with legal operations to identify and scale workflow improvements.
- Support the adoption and optimization of practice management and document automation software.
Quality Assurance