Crisp Professional Development

• Marketing Strategy Execution: Collaborate with the founder to execute and enhance existing marketing strategies, coordinating initiatives across various channels. • Social Media Management: Oversee all organic social media activities, ensuring content is engaging and aligns with strategic business goals. Manage social engagement, including monitoring comments/DMs and routing high-intent inquiries appropriately. • Content Operations: Transform and distribute existing content across multiple platforms to maximize reach and impact. • Marketing Analytics: Conduct in-depth analysis of marketing campaigns to measure effectiveness and guide adjustments for continuous improvement. • Vendor Management: Serve as the primary contact with marketing agencies, ensuring alignment on strategy execution and deliverables. • Business Development Support: Facilitate lead generation activities and support business development efforts, potentially including event attendance and networking. • Client Intake Support (Future Potential): Assist in evolving the client success program, enhancing engagement and onboarding processes. • Light Recruiting Support: Aid in initial candidate screenings during peak hiring phases, not as a primary recruiter but as support to streamline processes. • Value Proposition Communication: Clarify and communicate Rikka Law’s unique value proposition across privacy law, AI governance, commercial legal services, government services, Rikka Academy, and thought leadership initiatives.

• Discovery Management: Prepare, draft, organize, and track discovery responses and related obligations independently, ensuring timely and accurate productions. • Initial Disclosures: Independently assemble and prepare all initial disclosures, records, exhibits, and summaries for attorney review, optimizing accuracy and completeness. • Medical Record Management: Proactively manage the collection, organization, and filing of medical records using YoCierge, ensuring seamless integration into case files. • Calendaring and Deadlines: Take charge of all litigation scheduling, strictly adhering to Colorado procedural deadlines and ensuring zero missed deadlines. • Case Management: Autonomously direct case progression and workflow, anticipating next steps and maintaining momentum without daily oversight. • Evidence Documentation: Prepare billing summaries, Bates-label evidence and document sets, and upload records or case materials to tools such as EvenUp as needed.

• Client Communication: Conduct introductory calls and maintain long-term communication through emails, texts, and calls. • Case Management: Support the end-to-end management of personal injury files, actively handling approximately 120 cases. • Negotiations: Draft and send letters of representation, and negotiate claims and liens with insurance companies. • Documentation: Utilize Filevine for precise case tracking, ensuring all updates are timely and accurate. • Autonomous Task Execution: Independently run case management tasks, minimizing the need for micromanagement.

• Lead and manage a team of 11+ intake and consultation specialists. Set clear daily expectations, run team huddles, monitor call performance, and conduct weekly coaching sessions to maintain focus, motivation, and accountability. • Develop and implement structured sales processes, call scripts, and follow-up protocols. Track key performance metrics, including call volume, consultation bookings, show rates, conversion percentages, and follow-up success rates. • Provide consistent one-on-one and group coaching to enhance team members’ sales skills, including objection handling, tone, urgency, and empathy. Create a culture of continuous learning and improvement to increase conversion rates. • Collaborate with the marketing department to ensure a steady and quality flow of leads. Manage distribution, response times, and follow-up sequences to ensure no opportunity is missed. • Build and maintain sales dashboards and reports that summarize team performance. Present data-driven insights to leadership and implement improvement plans where results lag. • Attend community events, expos, and partnership programs as the firm’s representative. Network with potential clients and referral partners to promote Serving Immigrants’ mission and generate new business opportunities. • Identify bottlenecks in the intake and consultation process and design scalable solutions. Introduce or refine systems to improve scheduling, lead tracking, and client communication efficiency. • Work closely with operations and legal teams to ensure a smooth transition from initial intake to signed client. Maintain communication between departments to deliver a seamless client experience.

• Phone Management: Serve as the first point of contact by managing inbound calls, ensuring each interaction is handled professionally, efficiently, and compassionately. • Call Routing & Operational Support: Route calls intelligently to the appropriate departments while minimizing rollover calls to external reception services and improving internal responsiveness. • Intake Support: Assist with intake overflow during busy periods, capture potential leads, and support intake operations during absences or peak demand. • Client Triage & Resource Guidance: Assess client needs, provide referrals or resources when inquiries fall outside the firm’s scope, and ensure callers are guided appropriately rather than reaching dead-end interactions. • Emotional Client Support: Provide calm, empathetic, and patient communication to clients who may be emotional, overwhelmed, or navigating difficult legal situations for the first time. • Technology & Systems Utilization: Work within AI-driven and technology-supported workflows, leveraging tools and systems to improve communication, responsiveness, and operational efficiency.

• Video Editing: Execute asynchronous video editing for short and long-form content, including up to 40 short videos monthly. • Content Repurposing: Modify and format video content for versatile platform presence such as TikTok, Instagram, Facebook, and YouTube Shorts. • Graphic Design: Design marketing materials including social media graphics and promotional content using advanced tools like Photoshop and Illustrator. • Podcast Production: Support podcast operations by editing, summarizing episodes, and managing distribution across relevant networks. • Content Management: Oversee content scheduling and publishing, ensuring consistency and strategic alignment with marketing goals. • SEO Collaboration: Engage with SEO strategies by attending recurring meetings and implementing tactical content adjustments. • Creative Support: Contribute to content strategy by drafting scripts and summaries to enhance narrative presentation.

• Administrative Support: Provide comprehensive administrative support to both HR and Operations, helping remove day-to-day operational tasks from leadership so they can remain focused on higher-level strategic initiatives. • Executive Support: Triage and respond to urgent requests from firm partners with professionalism and efficiency, ensuring priorities are handled quickly and nothing falls through the cracks. • HR and Operations Collaboration: Work closely with the HR Manager and Director of Operations to support department-wide initiatives, contributing to the smooth coordination of projects and internal processes across the firm. • Meeting Success Metrics: Support the team in achieving defined KPIs and success metrics by maintaining strong organization, follow-through, and accountability in daily responsibilities. • Continuous Learning: Actively participate in the day-to-day operations of the firm while working on-site, allowing you to build a deep understanding of team workflows, priorities, and processes so you can execute tasks with accuracy and confidence.

• Case Management: Oversee end-to-end management of civil litigation cases, ensuring all elements from filing to closure are handled efficiently. • Discovery Expertise: Draft, prepare, and summarize discovery documents independently, ensuring compliance with all legal requirements. • Document Preparation: Prepare pleadings, motions, deposition notices, and subpoenas with precision and attention to detail. • Deadline Management: Own and track all court-related deadlines and ensure timely filing and service of legal documents. • Technology Utilization: Utilize Clio and EVE AI tools to enhance drafting and workflow, ensuring efficiency and accuracy. • Medical Records & Case Support: Prepare medical summaries and organize supporting documentation to ensure accuracy and completeness for case development. • Document Service & Filing Coordination: Manage service of documents and filing workflows, ensuring proper execution and compliance with all filing requirements. • Attorney Coordination: Ensure attorneys provide timely notes and meet all deadlines, with consistent follow-up after court appearances to maintain case progress.

• Own client onboarding from day one, review attorney consultation notes and the signed representation agreement, identify case type and parties, and create a customized document checklist tailored to case and country of origin. • Set clients up in the immigration practice management system, configure questionnaires, language settings, and reminders, and send the initial onboarding email with clear steps and timelines. • Host the Zoom onboarding meeting two days after the initial email, answer questions, align expectations, and establish a weekly cadence for follow ups during onboarding. • Coordinate documents and data collection, review uploads for completeness and accuracy, request missing items, and guide clients on acceptable formats and sources. • Draft clean, client ready cover letters and assemble preliminary packets, then route for attorney review. Support online filings through USCIS and Department of State portals when directed. • Maintain proactive status updates, provide “no update yet” check ins so clients feel supported while cases are pending, and prepare files for interview readiness. • Field inbound calls and one off questions with patience and clarity, escalating issues that require attorney input. • Collaborate closely with the attorney and case team, deliver concise updates, spot risks early, and uphold data integrity across systems. • Model the firm’s service standard, blend technical accuracy with warmth, and help strengthen long term client relationships.

• Case Management: Track each case from sign-up through litigation to resolution, ensuring deadlines and milestones are met. • Calendar Management: Oversee discovery and filing deadlines, ensuring all dates are well-documented and tracked. • Medical Records Management: Coordinate the ordering, tracking, and follow-up of medical records, ensuring all are received and in order. • Document Management: Handle the organization and preparation of legal documents, ensuring everything is filed accurately. • Client Communication: Serve as a point of contact for clients, providing updates and responding to inquiries with professionalism. • Scheduling: Organize depositions, mediations, and court proceedings, ensuring all parties are informed and prepared. • Litigation Support: Assist attorneys with discovery responses, document drafting, and evidence gathering. • Accountability Driving: Actively hold the attorney accountable by following up on deadlines, pushing next steps, and ensuring no case stalls.