Billing and client monitoring:
- Administrative opening and updating of processes and maintenance of fee schedules.
- Issuance of fee and expense invoices, preparation of the SAF-T file, and preparation of monthly billing reports.
- Monitoring of collections, preparation of client account statements, and financial closing of processes.
- Control of bank movements and imputation of receipts to the respective clients and processes.
Treasury and accounting support:
- Reconciliation of client accounts and the management account.
- Monthly preparation and sending of documentation to external accounting.
- Control of the petty cash fund, expenses, and travel of lawyers on behalf of clients.
- Preparation and monitoring of payment requests, including taxes, fees, registrations, certificates, and other process expenses.
- Monitoring of the firm's current payments and preparation of the information necessary for COPE communications to the Bank of Portugal.
- Updating of referral partner schedules and monitoring of associated payments, in coordination with the commercial team.
Human resources administrative support:
- Updating of personnel, vacation, and absence schedules and preparation of the information necessary for payroll processing.
- Support for employee hiring and termination procedures, in coordination with accounting.
- Coordination with workers' compensation insurance and occupational medicine providers.
Office administrative management:
- Management of supplies, procurement, suppliers, and support services.
- Monitoring of cleaning, maintenance, security, and other services necessary for the operation of the office.