Provided Client services and Attorney services of all kinds. Handle incoming client questions via phone , Greet clients, Prepare office for client meetings, Coordinate All schedules, Prepare specified materials for meetings, Manage referral contact lists, Manage relationships with referral sources, Schedule workshops and assist in coordination, Manage tracking system of referrals and conversions, Make sure potential clients have the best possible experience and are properly prepared for their meeting, Enter data into Time Matters and other designated areas, Send out welcome packages, Follow up with clients to confirm planning details and collect missing information, Manage Legal Directives registrations, Create Matters for each client. Handle supplies, mail, etc., Provide support with correspondence, etc., Review calendar to make sure all clients go all the way through the process, Check with attorneys after appointments to see what follow action is needed, Review referring referral sources and schedule lunches for attorneys, Review referring referral sources and contact ones we haven’t heard from to check in, Sent information and manage firm newsletter, Prepare and send other various client correspondence, Send form letters to client correspondence confirming meetings and all thank you correspondence., Initial client set-up, Enter client information in billing system, Time Matters and all tracking systems; set up client file, Workshop scheduling and arrangements, Prepare and sort mailing lists as needed, Manage virtual assistants, Transmit information and coordinate due dates, Coordinated new contracts with all types of office hardware like copiers and printers, took care of office luncheons, parties and all things that brighten the office atmosphere. Overall just making sure all are happy. Clients, Attorneys and Staff.

Providing inbound dispatch customer care: receiving inbound calls for maintenance issues and concerns and dispatching to appropriate technician via Service Insight system and/or telephone contact; providing follow-up care to customers on unresolved or highly sensitive issues; providing ongoing support & suggestions for Service Insight upkeep & improvements; providing general clerical/administrative assistant support on an as needed basis for Manager. Helped with many issues with the workman and new phone systems. Patiently trained men on the new cell phone programs. Worked on what was needed by different management.