Rob Levine Legal Solutions

• Client Intake & Documentation Collection • Form Preparation & Filing • Communication with Clients • Liaison with Government Agencies (USCIS) • Review & Maintain Case Files • Legal Research & Assistance • Prepare for AOS Interview & Hearing • Handle RFEs (Requests for Evidence) • Prepare for AOS Denial & Appeals (If Applicable) • Work with Other Legal Professionals • Post-Filing Support (EAD, Advance Parole) • Case Closure

• Utilize in-depth legal knowledge of immigration law and EOIR procedures to make reasoned decisions and ensure accurate filings. • Manage client relationships with a client-service focus, providing clear updates and assistance throughout the immigration process. • Conduct comprehensive case review, analysis, and preparation for both immigrant and non-immigrant petitions, particularly those involving EOIR proceedings. • Stay informed about and adhere to the procedural requirements for EOIR cases, including detained and removal defense petitions. • Collaborate with attorneys and other team members to ensure effective case preparation and successful resolution. • Utilize case management and billing systems to track case progress, monitor deadlines, and ensure timely filings. • Ensure compliance with all EOIR filing requirements and deadlines, helping clients navigate the immigration court process.

• Utilize in-depth legal knowledge of immigration law and EOIR procedures to make reasoned decisions and ensure accurate filings. • Manage client relationships with a client-service focus, providing clear updates and assistance throughout the immigration process. • Conduct comprehensive case review, analysis, and preparation for both immigrant and non-immigrant petitions, particularly those involving EOIR proceedings. • Stay informed about and adhere to the procedural requirements for EOIR cases, including detained and removal defense petitions. • Collaborate with attorneys and other team members to ensure effective case preparation and successful resolution. • Utilize case management and billing systems to track case progress, monitor deadlines, and ensure timely filings. • Ensure compliance with all EOIR filing requirements and deadlines, helping clients navigate the immigration court process.

• Client Intake & Documentation Collection • Form Preparation & Filing • Communication with Clients • Liaison with Government Agencies (USCIS) • Review & Maintain Case Files • Legal Research & Assistance • Prepare for AOS Interview & Hearing • Handle RFEs (Requests for Evidence) • Prepare for AOS Denial & Appeals (If Applicable) • Work with Other Legal Professionals • Post-Filing Support (EAD, Advance Parole) • Case Closure

• Analyze case documents and prepare immigration applications for filing with the appropriate government agency • Communicate with clients and foreign nationals regarding procedural and case processing issues, assisting with the review of cases • Oversee the status of cases through the utilization of case management and billing systems. • Follow internal intake procedures after a client retains our firm. • Make regular updates to our case management system, including client information, case tracking information, and client communications • Maintain hard copy files and documents to support all immigration activity on behalf of clients • Ensure that clients are kept informed on the progress of their cases • Assist attorneys and other team members in managing caseload • Complete assignments and communicate case progress/status/issues to supervisors

• Answer and route incoming calls professionally and efficiently • Provide accurate information to clients via phone and email • Support calendar management and meeting scheduling • Maintain up-to-date internal directories and contact lists • Collaborate with departments to ensure smooth communication • Monitor and manage reception-related systems remotely • Assist with digital organization of client documents and intake forms • Follow safety and confidentiality protocols in handling sensitive data

• Managing attorney scheduled court appearances and appointments; finding coverage for all appointments when assigned attorneys are unavailable or otherwise engaged. • Managing calendars and appearances are the main responsibilities. Contact with courts, appearance attorneys, paralegals and in-house attorneys. • Answer phone calls and direct calls to appropriate parties or take messages. • Record, type and distribute meeting minutes. • Greet visitors and determine whether you are given access to specific individuals. • Read and analyze incoming memos, submissions and reports to determine their significance and plan their distribution.

• Maintain communication with clients and provide case updates promptly • Process criminal cases for trial preparation, including legal documents, data entry, and correspondence. • Complete a daily court calendar, obtain jury panels, and issue discovery to defense attorneys. • Prepare subpoenas and cancel subpoenas when trials are completed, dismissed, or continued. • Enter revocation petitions and prepare files for court. • Request criminal history documentation, including national, state, and local criminal histories, booking photos, arrest records, juvenile criminal histories, and Bureau of Motor Vehicles records. • Perform a variety of office-related activities to support Department functions, including back-up of co-workers and front desk responsibilities that involve dealing directly with the public regarding criminal complaints.

• Cold Call law firms across the U.S. (160+ calls per day), identifying potential clients and securing appointments to discuss our solutions • Conduct discovery calls/meetings to uncover operational pain points, record volumes, and potential areas for efficiency improvement in law firms • Build and maintain an active sales pipeline, ensuring all activities and opportunities are recorded accurately in our CRM • Pitch our medical record retrieval solution over the phone and through virtual demos, focusing on value, ROI, and workflow improvements • Close sales meetings by skillfully navigating objections and securing firm commitments • Collaborate with internal teams (operations, onboarding, marketing) to ensure seamless transitions from the point of sale to client onboarding • Attend 10-12 legal industry events in person annually to network, generate new leads, and deepen relationships with current and potential clients • Expand relationships with existing clients, identifying upsell opportunities and cross-selling additional services where applicable

• Screen telephone calls before transferring to the assigned legal team. • Persistently monitor all incoming calls, and update our system. • Follow up on missed calls. • Follow up with pending inquiries. • Take accurate notes. • Write emails, transcribe notes, research legal documents, and create spreadsheets.