Create policies and procedures for all steps of the process.
December 22, 2022
Demonstrate a high degree of discretion, confidentiality and integrity in the handling of personal client information, including following the Rules of Professional Conduct.
January 01, 2023
Attend hearings if needed.
February 05, 2023
Prepare closing packet for signing, witness signing of legal documents.
February 17, 2023
Assist with review and preparation of standard contracts and basic contract summaries.
March 07, 2023
Support and administer legal records on different electronic media, including corporate minute books and records, policies, guidelines, compliance files and other legal data.
March 14, 2023
Manage and report on intakes and cases.
March 24, 2023
Suggest improvements in procedures to prepare for growth.
April 02, 2023
Train call center staff on entire SSD process.
April 21, 2023
Review cases and provide feedback on approval possibilities.
April 28, 2023