Managing intake, scheduling, and follow-up communication (in English and Spanish). Support daily operations in Clio Manage/Grow, including data entry, document organization, and task management. Handle client onboarding, phone calls (via RingCentral), and general administrative support. Prepare and file basic business formation documents and nonprofit filings using provided templates. Develop and refine workflows, systems, and standard operating procedures (SOPs) to improve efficiency. Monitor client progress and ensure a consistent, professional, and personable client experience. Collaborate directly with the attorney to organize tasks, prioritize work, and help grow the firm’s operations.