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connorjw

Client Service Liaison Lead | Client Operations | Workflow & Account Management | Research & Relatio

About Me

Manage approximately 500 active matters in a fast-paced legal operations environment Help oversee workflows contributing to over $7M annually in case resolutions and recoveries Manage relationships and communication for 100–300 active clients at varying stages of engagement Supervise and assist a team of 3 Client Service Liaisons, including training and workflow guidance Conduct business and account research, including company revenue, employee counts, and operational information Serve as an escalation point for evaluating case viability and progression Coordinate daily with attorneys, paralegals, clients, and internal teams to maintain workflow efficiency and accountability Assist with onboarding new clients and strengthening long-term client relationships Technologies include Salesforce-based CRM systems, Actionstep, Smokeball, NuLaw, LexisNexis, Microsoft Outlook, DocuSign, BoldSign, and SignNow.

Jurisdiction

United States

Experience

Seniority LevelMid-Senior level
Years of Experience6-10 years
Current StatusActive
Lead Client Service LiaisonSRIPLaw
2019 - Present

Lead Client Service Liaison responsible for managing high-volume legal operations workflows and overseeing approximately 500 active matters at varying stages of progression. Coordinate daily with attorneys, paralegals, clients, and internal stakeholders to maintain workflow efficiency, ensure task completion, and support case progression from intake through resolution. Responsibilities include client onboarding, relationship management, business and account research, workflow coordination, escalation handling, and quality control across active matters. Conduct detailed research on businesses and infringers, including company structure, revenue information, and operational details to assist with case evaluation and strategy. Supervise and assist a team of Client Service Liaisons through training, workflow guidance, and operational support while helping maintain accuracy and accountability in a fast-paced legal environment. Regularly manage outbound communication, legal documentation, CRM updates, and high-volume email and task management through Salesforce-based systems and legal-tech platforms including NuLaw, Actionstep, Smokeball, LexisNexis, DocuSign, BoldSign, and SignNow. Contribute to operational workflows supporting over $7 million annually in case resolutions and recoveries while maintaining strong attention to detail, organization, and cross-functional communication across multiple active priorities.

Education

DiplomaBordentown regional Highschool
2008 - 2012

Skills

Core skills0
Languages1

Languages

English