Conduct meetings with prospective new clients (PNCs) via phone and video, guiding them toward clarity and consultation enrollment. Follow up with PNCs who initially declined and with current clients for quality control calls and interviews. Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups. Facilitate a professional handoff to the legal team once an engagement is signed and open the client file. Manage the welcome process for new clients and ensure smooth onboarding. Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case. Meet regularly with team members to review performance metrics, intake goals, and lead quality. Track and maintain records regarding billable hours spent on specific cases. Assist in organizing case filing systems, ensuring documents are properly categorized and accessible. Actively engage with management on lead quality and volume, offering insights from your front-line experience. Perform other administrative duties as assigned.