I help U.S.-based law firms and businesses stay on top of prospective-client follow-ups, consultation scheduling, accounts receivable, and collections, so leads, appointments and outstanding accounts don't simply get forgotten.
I currently support a U.S.-based law firm with legal intake and accounts receivable activities. My responsibilities include prospective-client communication, consultation scheduling and rescheduling, missed-consult follow-ups, client follow-ups, maintaining records, payment-related communication and accounts receivable follow-up.
I also have several years of financial collections experience supporting U.S. and Canadian accounts. My background includes inbound and outbound collections, delinquent account follow-up, payment arrangements, account resolution, customer service and maintaining accurate account records.
Areas I can support:
• Legal intake and prospective-client follow-up
• Appointment setting and consultation scheduling
• Accounts receivable and payment follow-up
• Collections and account resolution
• Customer service and email support
• CRM and client record management
• Excel tracking and reporting
• Administrative and operational support
Tools I've worked with: Clio Manage, Lawmatics, Turbine, CosmoLex, Salesforce, Microsoft Excel, Word, Outlook, Teams, Google Workspace, Slack, Zoom, OFSLL, LoanPro, Collections App, Hive, and Five9.
I also use ChatGPT, Claude, and Microsoft Copilot for research, drafting, and productivity while keeping human review and judgment part of the process.
I'm currently looking for part-time opportunities where I can take ownership of follow-ups, client communication, scheduling, AR/collections, and administrative processes that need consistent attention.
