Legal Intake Specialist

Virtuestaff; Bogotá; Teletrabalho; COP 22 000 000 - 36 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Work From Home

Performance Bonus

Resumo da oferta

VirtueStaff LLC is seeking a detail-oriented Legal Intake Specialist to manage front-line client onboarding for a family and estate planning law practice. You will answer inbound calls, conduct initial intakes, perform conflict checks, and liaise with firm attorneys.

The ideal candidate has native-level English, strong organizational skills, and familiarity with MyCase. This remote position also offers a performance bonus and emphasizes precise client recordkeeping.

Qualificações

• Proven background as receptionist/intake with strong attention to detail.
• Native-level English verbal and written communication.
• Warm, engaging personality with rapport-building skills.
• Experience with legal case management platforms (MyCase) preferred.
• Work from home.
• Performance bonus.

Responsabilidades

• Handle inbound calls as primary contact for estate planning clients.
• Conduct initial client intakes and perform conflict checks.
• Process payments and maintain billing records.
• Coordinate with attorneys to relay updates and schedule consultations.
• Maintain accurate intake records in the case management system.

Conhecimentos

Receptionist experience

Attention to detail

Organizational skills

Phone etiquette

Client onboarding

Ferramentas

MyCase

Descrição da oferta de emprego

VirtueStaff is seeking a detail-oriented Legal Intake Specialist to manage front-line client onboarding and administrative operations for a family and estate planning law practice. In this role, the specialist will answer inbound calls, conduct initial client intakes, execute conflict checks, process payments, and liaise with firm attorneys for daily case needs. The ideal candidate combines exceptional phone etiquette and a welcoming personality with high precision in client recordkeeping.

Responsibilities

• 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.
• Work From Home
• Performance Bonus