Julia Davis

Estate Planning, Probate and Billing responsibilities

Independently draft and send client correspondence and internal office memos

Intake process for new and returning estate planning clients, minimum of 5+ weekly

Schedule telephone/office appointments with room reservations using Event Management System for average of 24+ clients weekly for 4 attorneys; daily telephone interaction with clients

Create and maintain detailed daily task log for client processing and follow-up

Provide direction and coordinate assistant team response to clients

Prepare and send client invoices for 100+ clients monthly; expense reimbursements for 5 attorneys

Calendar firm deadlines; time entry for attorneys; proof contracts for grammar and content flow

Proofread technical patents and submit to USPTO for corrections

Provide document support for attorneys