• Assist lawyers; • Update case progress tracking systems; • Monitor case progress and proceedings; • Consider different strategies for the effective management and development of matters in the caseload; • Support other administrative activities.

• 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.