Practice / Office LeaderOwner to assign by jurisdictionLocal legal deliveryAttorney coachingCapacity and client escalation
ParalegalIndividual seat ownerCase execution supportDeadline and document controlProactive client updates
Intake ManagerAssigned seat ownerConsultation capacityIntake workflow qualitySpeed-to-lead discipline
Client Engagement AttorneyIndividual seat ownerQualified consultationsEthical conversionClear handoff to legal team
Client Engagement SpecialistIndividual seat ownerLead response and follow-upConsult schedulingCRM hygiene
Client Operations ManagerAssigned seat ownerClient-experience systemOffice operationsService recovery
Client ExperienceAssigned seat ownerClient touchpointsFeedback and issue routingService standard adherence
Billing SpecialistAssigned seat ownerInvoice accuracy and timingTrust replenishment workflowCollections coordination
Executive Operations ManagerAssigned seat ownerExecutive-priority follow-throughLeadership meeting preparationCross-team action tracking
Legal AssistantIndividual seat ownerAttorney and client supportDocument and calendar readinessTimely task completion