Scheduling and calendar management
Email and message correspondence
Data entry and client record maintenance
Document preparation and formatting
Intake form creation and processing
Progress note/documentation support
Appointment reminders and follow-ups
Report writing and editing
File and records organization (digital or physical)
CRM (client relationship management) updates
Invoicing and billing assistance
Research and resource compilation (e.g., for clients)
Client onboarding support
Notary services (where applicable)