Detail-oriented and tech-savvy professional with over 3 years of experience supporting legal operations—particularly in estate planning, probate, and trust administration. Skilled at managing client matters from intake to close, ensuring timely progress and seamless case handling.Highly proficient in the MS Office Suite (Excel, PowerPoint, Word, Outlook) and experienced with a range of SAP, CRM, and ERP platforms including Clio, Lawmatics, and Zoho One. Adept at lead generation using tools such as ActiveCampaign, -----------, Sales Navigator, Lusha, LeadLeaper, RocketReach, and -----------.Creative content writer with a flair for designing visual assets like greeting cards and videos using PowerPoint, CapCut, -----------, Canva, and PosterMyWall. Well-versed in file and workflow management through Google Drive, Dropbox, Egnyte, Synology, NetDocuments, and Citrix ShareFile.Experienced in time and task management platforms including -----------, Dovico, Slack, ClickUp, and Toggl, with strong organizational skills to support efficient daily operations. Confidently handles calendar scheduling through tools like Acuity and Calendly, alongside a wide range of administrative tasks essential for a high-functioning legal office.
