Serving as the single intake point for all incoming formal legal matters, including complaints, subpoenas, custody orders, legal notices, and agency inquiries; • Opening a file, assigning a tracking number, setting the response timeline, and routing each matter to the Director within one business day of receipt; • Maintaining a unified legal matter log with status, deadlines, assigned owner, and required next steps, providing the Director with a weekly status snapshot; • Tracking and coordinating formal complaints, including documentation, timelines, and required responses; escalate all matters with potential legal exposure, media risk, or precedent-setting implications to the Director immediately upon identification; • Supporting responses to subpoenas, custody orders, and legal notices in alignment with established templates, policies, and regulatory requirements; • Coordinating document collection, redaction, and production; • Providing document production support to the Compliance Coordinator on PIR responses as assigned; the Compliance Coordinator holds primary ownership of PIR workflow. • Serving as the operational point of contact for external counsel engagements: coordinating scheduling, transmitting documents, tracking deliverables, and managing communication logistics; • Tracking all active outside counsel matters, deadlines, and open items, providing the Director with a regular status update; • Processing and routing external counsel invoices for Director approval, verifying that billed services align with approved scope before submission; • Maintaining organized files for each outside counsel engagement, including engagement letters, correspondence, invoices, and deliverables.