• 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 front-line experience • Perform other administrative duties as assigned