Brian R.

Bilingual Immigration Legal Assistant | Client Onboarding & CRM | CLIO

I am a detail-oriented professional with a proven track record of supporting law firms and businesses in high-pressure environments. I specialize in immigration law workflows, ensuring that client intake is seamless, legal documentation is accurate, and case management systems are meticulously maintained. Key Expertise & Value: - Legal Case Management: Proficient in Clio, Docketwise, and EOIR for managing client records and complex immigration filings. - Client Onboarding & Intake: Experienced in managing the full intake lifecycle, ensuring all necessary documentation is gathered and organized for attorney review. - High-Volume Operations: Successfully managed 50+ daily client interactions in previous roles, maintaining a 90% satisfaction rate and improving lead conversion by 70% through proactive follow-up. - Bilingual Support: Fluent in both English and Spanish, providing clear and professional communication for diverse client bases and international teams. Technical Toolkit: - Legal Tools: Clio, Docketwise, EOIR. - Communication: LiveChat, Slack, Skype, Gmail. - Admin & CRM: Microsoft 365, CRM Management, ATS, and advanced file organization. Let’s connect to discuss how I can help your firm operate more efficiently.