A&A Associate

• Prepare, review, edit, and organize immigration packets and supporting documentation. • Ensure accuracy and compliance of USCIS forms and documentation. • Collect required documentation from clients and provide case updates. • Manage client profiles and case progress within firm platforms. • Collaborate with team members to ensure workflow efficiency.

• Collect and manage evidence and supporting documents from clients. • Maintain clear and timely communication with clients regarding case status and documentation needed for this specific type of case. • Review and approve document checklists to ensure completeness and compliance. • Ensure that USCIS forms are the latest version, USCIS evidence and supporting documents are accurate and complete, and they comply with firm standards. • Assemble, organize, and prepare clients' packets and filings in accordance with legal guidelines and internal protocols. • Review packets to ensure all elements meet submission standards and that there are no discrepancies before Initial review or attorney review. • Supervise and coordinate packet-preparation tasks to ensure timely completion. • Manage and update client profiles and case progress within firm platforms. • Update Matter/Plan and move cases through workflow stages accurately and on time. • Review daily emails, calendar events, and assigned tasks. • Maintain organized digital files and case records. • Collaborate with legal assistants, editors, attorneys, and support staff to ensure workflow efficiency. • Participate in team chats, meetings, and daily reporting activities.

• Accurately enter, update, and maintain client information and legal case data in secure digital systems, prioritizing time-sensitive documentation. • Manage and handle confidential immigration records with discretion, ensuring strict compliance with legal and firm-wide data standards. • Communicate clearly and professionally with clients primarily via email and text, and occasionally by phone to provide updates and clarify information. • Organize and classify digital legal files to ensure efficient, secure, and timely access for legal team members. • Respond promptly to client inquiries related to case documentation and data requests, maintaining a courteous and service-oriented approach. • Collaborate closely with attorneys, paralegals, and legal assistants to support the accurate preparation and processing of immigration documents. • Provide general administrative support related to document management and case workflows, as needed by the legal team.

• Research and analyze updates in immigration policies and regulations. • Draft and proofread legal documents, including cover letters, immigration forms, and client declarations. • Prepare discovery responses, review objections, and collect documents from clients. • Organize and prepare case materials for attorney review and hearings. • Schedule and coordinate client meetings, both in person and by phone. • Conduct document and factual research to support case development. • File court documents and track case deadlines. • Communicate with USCIS and deportation officers to follow up on case statuses and pending requests. • Maintain accurate and up-to-date records in the internal case management system.

• Manage the COO’s daily schedule, virtual meetings, and communications across U.S. and LATAM time zones. • Serve as the virtual liaison between the COO, firm leadership, and key stakeholders. • Draft, review, and organize correspondence, meeting agendas, and confidential briefings. • Track and follow up on critical action items to ensure accountability and timely completion. • Maintain strict confidentiality in all executive communications and business matters. • Draft professional communications on behalf of the COO for internal and external audiences. • Facilitate clear, timely, and consistent communication across executive, legal, and operations teams. • Maintain rapport with partners, department heads, and vendors, ensuring alignment and professionalism. • Organize and maintain secure digital filing systems for executive and operational documentation. • Manage expense reports, invoicing, and vendor communications as delegated by the COO. • Anticipate needs, identify gaps, and propose process improvements to optimize executive efficiency.

• Respond to client inquiries via email, phone, or chat, providing timely and accurate information • Coordinate communication between clients and team members • Provide clients with updates on their case status and next steps in the process • Maintain a high level of professionalism and empathy in all client interactions • Resolve client concerns and escalate complex issues to the appropriate legal team member • Document all client interactions in the case management system • Collaborate with the legal team to improve client service procedures • Stay informed about changes in immigration laws and firm policies • Additional related duties as required

• Assist attorneys and paralegals with day-to-day case management tasks across pre-litigation and litigation phases • Maintain and organize digital and physical case files, ensuring accuracy and completeness • Input, update, and track case information in case management systems • Draft and format legal documents, including: Demand letters, Client correspondence, Medical record requests, Basic pleadings and forms • Prepare document packets for filing, service, and client review • Assist with assembling discovery and trial materials • Request, track, and organize medical records, bills, and supporting documentation • Summarize treatment timelines and expenses for attorney/paralegal review • Serve as a primary point of contact for clients (English/Spanish) • Provide updates, request documents, and guide clients on next steps • Communicate with insurance companies, healthcare providers, and third parties • Follow up on outstanding records, claims, and documentation • Schedule appointments, depositions, and meetings • Track key deadlines (appointments, document requests, follow-ups) • Provide administrative support to the PI legal team as needed

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services. • Provide a professional, compassionate, and client-focused experience during all interactions. • Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions. • Proactively conduct outbound calls to engage prospective clients and promote consultations. • Execute timely follow-up communications based on pipeline stage and business priorities. • Maintain consistent client contact to support conversion and reduce lead drop-off. • Ensure client profiles are accurately completed and maintained in the case management system. • Track and document all interactions, dispositions, and follow-up actions with precision. • Collaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff. • Actively participate in sales contests, training sessions, coaching, and team meetings. • Continuously build knowledge of firm services, immigration processes, and effective engagement techniques.

• Research and analyze updates in immigration policies and regulations. • Draft and proofread legal documents, including cover letters, immigration forms, and client declarations. • Prepare discovery responses, review objections, and collect client documents. • Organize and prepare case materials for attorney review and hearings. • Schedule and coordinate meetings with clients, both in-person and by phone. • Conduct document and factual research to support case development. • File court documents and track case deadlines. • Communicate with USCIS and deportation officers to follow up on case statuses and pending requests. • Maintain accurate and up-to-date records in the internal case management system.

• Collect and manage evidence and supporting documents from clients • Maintain clear, timely communication with clients regarding case status and documentation requirements • Review and send document checklists to ensure completeness and compliance • Assemble, organize, and prepare client packages in accordance with legal guidelines and internal protocols • Update and maintain case information and progress in internal systems, including Litify and Google Drive • Collaborate closely with other legal assistants, attorneys, and support teams to ensure efficient case flow