Legal Intake Specialist
Posted 4 days ago
You'll complete your application on VirtueStaff's career site.
About the Role
An organization is hiring a committed Legal Intake Specialist to perform vital administrative and client support functions for law firms. You will serve as the primary connection point between new clients and legal staff, guaranteeing that all early communications and office tasks are managed meticulously. As a member of this professional remote network, you will assist global clients by providing highly skilled assistance that promotes effective virtual collaboration. Your focus will be on estate planning and family law, necessitating an ability to manage delicate situations with compassion and precision in a high-speed environment. This position offers a flexible, remote arrangement with ongoing support for organized professionals eager to assist high-achieving legal teams in diverse time zones.
Requirements
- You must have a documented history as a receptionist or intake specialist with exceptional attention to detail and organizational skills.
- You are required to demonstrate native-level fluency in written and spoken English.
- You need a friendly and personable approach to establish connections with clients dealing with difficult estate planning or family law issues.
- You should ideally have experience using legal case management software like MyCase.
- You must be ready to operate in a remote capacity and maintain a functional, professional home office setup.
Responsibilities
- You will oversee incoming telephone interactions, serving as the main contact for estate planning clients.
- You will execute preliminary client evaluations and conduct conflict screenings before attorney meetings.
- You will manage client financial transactions, create fundamental payment logs, and ensure billing information is kept current.
- You will collaborate with firm lawyers to share information, meet daily case obligations, and arrange meetings.
- You will keep detailed client intake notes and manage file data within specific case management software.
Benefits & Perks
- You will receive a performance-based bonus and the flexibility to work from your home.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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