• Open and set up new matters and client projects in FileVine and related systems • Manage all new client intake on the data/software side, including extracting key information from complaints and pleadings and accurately entering data into the system • Ensure required fields are completed and maintained in compliance with firm protocols • Update and manage team assignments within FileVine as cases evolve • Maintain data accuracy across all active and closed matters • Serve as a primary support resource for FileVine data management • Run reports, build custom reports, and troubleshoot data inconsistencies • Manage permissions, access levels, and workflows in and out of FileVine • Assist with document generation templates and system configurations (including template logic/coding, as applicable) • Support ongoing system improvements and data cleanup initiatives • Handle administrative and data-focused projects requiring precision and follow-through • Support firm-wide data audits, system updates, and process improvements • Additional responsibilities and projects as requested by Management