• Review, revise, and manage contracts relating to the U.S. operations. • Provide compliance advice and support. • Draft and maintain internal policies and procedures for U.S. operations. • Monitor and ensure compliance with U.S. tax requirements. • Oversee employment law compliance and HR legal matters in the Philippines. • Manage business registration and regulatory filings for Philippines operations. • Ensure tax compliance and proper reporting for Philippine corporate and employment taxes. • Draft and maintain internal policies tailored to the Philippines business unit. • Conduct internal investigations.

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. • Draft, review, and revise estate planning documents tailored to individual client needs. • Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. • Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. • Stay current with federal and state laws impacting estate planning, probate, and tax matters. • Represent clients in probate court and in the administration of trusts and estates as needed. • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

• Act as a trusted advisor to patent and IP professionals, helping customers understand how AI can improve patent drafting, search, prosecution, portfolio management, and innovation workflows. • Support strategic customer engagements, workshops, product demonstrations, proof-of-concepts, and enterprise opportunities alongside Sales and Customer Success teams. • Translate customer challenges and market needs into product enhancements and scalable solutions. • Work closely with Product and Engineering teams to shape the future of AI-powered patent and IP workflows. • Bring real-world practitioner expertise to influence product direction, prioritisation, and workflow design. • Help define and validate new capabilities through customer feedback, testing, and pilot programmes. • Act as the subject matter expert for patent drafting, search, prosecution, and innovation intelligence workflows. • Support the development of AI-powered solutions across patent intelligence, semantic search, knowledge discovery, and workflow automation. • Stay at the forefront of developments in patent AI, LegalTech, and innovation intelligence. • Partner across Product, Engineering, Sales, Customer Success, and customer teams to drive successful product adoption and growth. • Develop enablement materials, demo narratives, workflow playbooks, and best practices. • Serve as the bridge between customers, product teams, and commercial teams to ensure we're building solutions that solve real-world problems.

Role Description This transcription project supports the development of talk-to-text technology. Your task involves listening to audio files from our online database and transcribing exactly what you hear, including some segment labeling. You will receive detailed guidelines to follow upon joining. Workload depends on project needs, and tasks vary in length. You will be paid per audio minute. Please note: This project is coordinated via Upwork, and all transcribers must have an Upwork profile to receive payment. Candidates who do not already have one are welcome to apply, but will be required to create a profile upon being hired. Responsibilities - Accurately transcribe a variety of files in accordance with client-specific Written Domain conventions (WDCs) - Maintain a thorough understanding of each client’s guidelines, updating your knowledge as changes occur - Produce high-quality, timely work for all assigned transcription projects - Reference and apply current training materials and documentation as needed - Identify and report technical issues or transcription concerns to the Division Services Manager - Contribute ideas for improving workflows and transcription processes - Participate in additional tasks or special projects as assigned Qualifications - Strong written and verbal communication skills with a collaborative, team-oriented mindset - Ability to manage multiple projects and deadlines in a fast-paced, remote environment - Exceptional attention to detail and accuracy under tight time constraints - Excellent internet research skills, including creative problem-solving techniques - Professionalism in navigating feedback, ambiguity, and evolving client needs - Proficient in both Mac and PC environments; skilled in Microsoft Office and Google Workspace - Adaptability and openness to continuous learning and feedback Requirements - Native-level (C2) proficiency in Portuguese (Portugal) - (pt_pt), including the ability to read and write - Excellent grammar/orthography and punctuation - You will be required to take an assessment - Have an Upwork profile, or be willing to create an Upwork profile - High-speed internet access - This project requires participants to have their own computer - Access to e-mail - Please note that the pay rate is in US dollars and payment will be made in US dollars. The amount in local currency will vary according to exchange rates. Benefits - Flexible schedule - Work from home