• Monitor and manage the admin inbox daily, ensuring compliance with disclaimers • Assist legal team with communication to opposing counsel and agencies • Run weekly payment audits and send overdue reminders • Process and record initial and recurring payments accurately • Follow up with clients for missing documents, signatures, or payments • Draft, send, and upload client letters and agency submissions • Conduct weekly audits for missing documents and payment records • Maintain an organized calendar of calls, deadlines, and payment dates • Schedule welcome calls within 48 hours of client onboarding • Track and upload signed engagement agreements into Clio • Keep Clio database updated and organized across all active cases