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Role Description

• Workflow Architecture: You will manage complex, non-linear projects and solve workflow challenges rather than just following a repetitive "template".
• AI-Assisted Research: You will conduct legal research using Gemini and NotebookLM to find and organize specific information.
• Lead Receptionist: You will be responsible for answering all calls received by the firm.
• Direct Client Contact: You will be the primary point of contact for clients, requiring professional and clear communication.
• Chat Support: You will assist in answering chats received by the firm.
• Email management: You will assist in managing the firm’s support email.
• Technical Execution: You will handle precise digital tasks, such as redlining, within our various systems.
• Software Management: You will work daily across our tech stack, maintaining and troubleshooting tools as they update.

Requirements

• Tech Stack (Tools):
• Operations: ClickUp, HubSpot, Zapier, PandaDoc
• Research & AI: Gemini, NotebookLM
• Communication: Slack, Gmail, Zoom, Kumospace, RingCentral, Hubspot Chat
• Organization: Google Drive, Google Calendar

Culture & Accountability

• EOS (Entrepreneurial Operating System) Framework: You will participate in regular team meetings to identify issues and stay aligned on goals. We encourage all team members to speak up and stay engaged.
• Daily Pulses: You will record a brief daily summary to highlight your wins, any roadblocks you've encountered, and your current bandwidth.
• Timeblocking: We require active timeblocking in Google Calendar to ensure transparency and effective time management.
• Systems-First Approach: Your first two weeks will be dedicated entirely to mastering our tech stack and specific workflows before you begin substantive work.