• Manage the full cycle of case support: client interaction, information gathering, drafting, and follow-up. • Guide clients through sensitive processes and extract necessary information. • Act as a key point of contact between clients and the legal team. • Gather and organize client-provided information for case preparation. • Coordinate meetings and follow-ups with clients and attorneys. • Perform general administrative tasks tied to case management. • Support attorneys by taking ownership of delegated tasks within cases. • Handle inbound calls from clients, often involving sensitive or emotional situations. • Conduct outbound calls for follow-ups, updates, and clarifications. • Draft legal documents including motions and case-related documentation. • Conduct legal research to support ongoing cases. • Manage calendars and schedule appointments.

• Review and improve existing procedures where applicable • Assist in streamlining workflows and processes through automation tools • Collaborate with team members to support operational efficiency • Ensure accuracy and completeness of legal documentation • Manage and maintain back-office systems and processes • Organize and maintain digital files and records • Support document preparation for estate planning matters • Draft summaries, estate plans, and other legal documents

• Create, organize and manage various documents in support of a team of 3 lawyers. • Regularly communicate with in-house lawyers and clients on litigation files. • Maintain electronic files, records, and correspondence • Handle confidential information with discretion, confidentiality and judgment • Managing day-to-day meeting schedules, file organization, and correspondence handling.

• Prepare, organize, and file immigration petitions, applications, and supporting documentation • Draft and review legal documents, declarations, affidavits, recommendation letters, and correspondence related to immigration matters • Communicate with clients in both Mandarin and English to gather information, provide case updates, and respond to inquiries professionally and promptly • Maintain organized and accurate digital case files to ensure efficient case tracking and document management • Manage and update CRM and case management systems, including platforms such as PracticePanther, Lawmatics, Docketwise, Pipefile, and Monday.com • Track filing deadlines, monitor case progress, and assist with scheduling and administrative coordination • Collaborate closely with attorneys and legal support staff on case preparation, strategy, and workflow management • Utilize legal technology and AI-assisted tools to improve efficiency, organization, and overall case management processes