Legal Intake Specialist

🔥 2 minutes ago

🌐 Philippines, Panama, +4 more countries – Remote

infoinfo

💵 $12k - $18k / year

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

Where this job comes from

Posted on VirtueStaff's careers page, not through a job board

First seen by Remote Rocketship 2 minutes ago

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VirtueStaff

11 - 50 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

VirtueStaff is a company specializing in providing highly skilled remote virtual assistants and experts at competitive costs. They offer a variety of services including administrative work, marketing, bookkeeping, customer service, and more, tailored for businesses looking to build efficient teams through remote staff. VirtueStaff claims to present only the top 1% of candidates, who are rigorously screened and vetted for excellence. They promise transformative opportunities for their candidates by offering potential earnings significantly above local salaries. The company supports quick onboarding and ensures candidates can work across different time zones to meet client needs. VirtueStaff provides dedicated support and guarantees a perfect fit with flexible, month-to-month contracts for their clients.

📋 Description

• Manage inbound phone communications, serving as the primary point of contact for prospective and existing estate planning clients. • Conduct initial client intake assessments and perform conflict checks prior to attorney consultations. • Process client payments, generate basic transaction records, and maintain accurate billing details. • Coordinate directly with firm attorneys to relay client updates, fulfill daily case requirements, and schedule consultations. • Maintain accurate client intake records and update file details within case management systems.

🎯 Requirements

• Proven background as a receptionist or intake specialist, with high attention to detail and strong organizational skills. • Native-level English verbal and written communication skills. • Warm, engaging personality with the ability to build rapport with clients navigating family law and estate planning matters. • Experience or familiarity with legal case management platforms such as MyCase is preferred.

🏖️ Benefits

• Work From Home • Performance Bonus

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