Create policies and procedures for all steps of the process.
February 06, 2021
Attend hearings if needed.
April 24, 2021
Review cases and provide feedback on approval possibilities.
April 29, 2021
Suggest improvements in procedures to prepare for growth.
June 05, 2021
Demonstrate a high degree of discretion, confidentiality and integrity in the handling of personal client information, including following the Rules of Professional Conduct.
June 07, 2021
Train call center staff on entire SSD process.
June 14, 2021
Assist with review and preparation of standard contracts and basic contract summaries.
June 23, 2021
Prepare closing packet for signing, witness signing of legal documents.
June 24, 2021
Manage and report on intakes and cases.
June 27, 2021
Support and administer legal records on different electronic media, including corporate minute books and records, policies, guidelines, compliance files and other legal data.
July 09, 2021