Email triage, inbox cleanup, and maintenance

Drafting and organizing email responses

Calendar setup, scheduling meetings and appointments

Folder and document organization (Google Drive, Dropbox, One Drive, etc.)

Digital file naming systems and cleanup

Recurring task tracking (via Google Sheets, Notion, etc.)

CRM or EHR data entry

Form and Template creation (client intake forms, Excel, Google Sheets, Canva, etc.)

Setup of basic recurring admin systems

Light automation setup via tools like Zapier or Google Sheets

Google Workspace support (Docs, Forms, Drive, Gmail setup help)

Consent and intake form formatting

Tracking license renewal, CE deadlines, and re-certification

Building a resource library or session template folder

Document formatting to meet HIPAA-friendly standards (non-legal)

Organizing patient documents and clinical notes

EHR data entry

File digital court documents

Create folder structures and naming protocols for case files

Calendar management for court dates, depositions, task deadlines, client meetings, etc.

Convert attorney drafts into professional letterhead/PDF format

Format and proofread legal documents and correspondence

Case management software data entry

Basic client communication emails (non-legal)