• Design, document, and implement intake workflows for law firm clients, covering inbound call handling, lead qualification, and handoff to the client's legal team • Handle overflow inbound calls directly during the pilot phase, running intake conversations with potential clients on behalf of law firms • Develop intake scripts, qualification criteria, and escalation protocols tailored to each client's practice area and intake standards • Build out quality assurance processes to ensure intake conversations meet client expectations and legal industry standards • Partner with our AI Enablement Specialist to identify where voice agents and automation can support or extend the intake function • Track and report on intake performance metrics including call volume, qualification rates, conversion rates, and handoff quality • Identify gaps in the intake process and proactively recommend improvements to both the workflow and the technology stack • Serve as the internal subject matter expert on legal intake best practices across personal injury, criminal defense, family law, and other practice areas

• Investigating and confirming facts of loss for automobile accidents • Adjusting and negotiating claims • Evaluating and negotiating injury claims

• Draft and prepare corporate legal documents, including board and shareholder resolutions, minutes, powers of attorney, officers' certificates, and corporate authorizations. • Maintain minute books, corporate records, statutory registers, and organizational charts for U.S. and foreign entities. • Ensure the accuracy and currency of entity information in internal systems. • Coordinate annual filings, state registrations, incorporations, dissolutions, amendments, and other corporate changes across multiple jurisdictions. • Liaise with corporate agents, law firms, and government registries to ensure compliant and timely filings. • Manage signing, notarization, apostille, and legalization of documents when required. • Support corporate compliance efforts, audits, due diligence, financing, and M&A-related activities. • Coordinate signatures and facilitate document circulation and approval processes. • Assist legal counsel with legal research, document organization, and the preparation of internal reports or summaries.

• Draft/review and respond to substantive pleadings, motions, and discovery • Attend/chair hearings, depositions, mediations, and client meetings • Negotiate settlements • Competent in Word, Microsoft Office, PowerPoint & Excel • Effective communication with team members and clients • Ability to thrive in a fast-paced environment