• Monitor and respond promptly to inquiries across email, chat, and web forms, providing potential clients with information about the firm’s services and setting expectations for the intake process. • Conduct conflict checks to ensure compliance with firm policies. • Answer incoming calls with professionalism and empathy, transferring calls to the appropriate team members, and handling voicemails and follow-ups as needed. • Manage and update client records in the CRM, ensuring accuracy and timeliness in data entry. • Distribute, collect, and process fee agreements and credit card authorizations, entering details into the system with precision and facilitating retainer fee transactions. • Schedule meetings and initial consultations for attorneys, coordinating with both clients and firm calendars. • Follow up with potential clients via phone, email, or chat to address questions, encourage engagement, and guide them through the next steps. • Track and log follow-up activities to maintain a complete record in the CRM. • Identify high priority leads and escalate them to attorneys or senior intake team members as necessary. • Actively participate in weekly intake meetings and contribute to continuous improvement efforts within the intake department. • Collaborate with other departments, including marketing, IT, and sales, to ensure smooth client experiences.

• Manage data collection for market and opinion research • Assist with quality control for telephone surveys and online surveys • Oversee vendor performance by monitoring telephone interviews • Program online survey questionnaires in Qualtrics • Proofread and test survey questionnaire programming in Qualtrics and Computer Assisted Telephone Interviewing (CATI) systems • Use online interfaces to create demographic reports on survey populations • Use tools including Excel and R to clean survey respondent lists and prepare them for data collection • Communicate effectively with vendors and internal teams

• Assist with research design, analysis and reporting results for quantitative and qualitative research projects • Assist with questionnaire design, data collection planning, proposal development • Draft and edit research reports • Proofreading and quality assurance protocols

• Serve as an internal project manager for qualitative and quantitative research projects • Responsibilities include day-to-day client management, planning research design, drafting questionnaires, managing internal teams to collect and analyze data, drafting research reports, assisting with client presentations, and participating in business development and proposal writing • Gain skills in research design and analysis, client management, project management, and team leadership on a path to grow in responsibility