• Handle PNC calls daily, selling paid strategy sessions and managing initial scheduling and invoicing. • Confirm consultations by 3 PM the day before, collecting outstanding payments or removing unpaid appointments. • Prepare and send Retainer Agreements via MyCase, performing consistent follow-ups to ensure completion. • Process daily mail by scanning, saving to OneDrive, calendaring deadlines, and updating MyCase stages. • Manage financial tasks including weekly billing reconciliation, tracking payments in WF accounts, and recording transactions. • Prepare and send client questionnaires in MyCase and organize OneDrive folders for document uploads.