Legal Intake Specialist

VirtueStaff; Metro Manila; Remote; PHP 223,000 - 312,000; Full time

Benefits offered by this job

Performance Bonus

Work From Home

Job summary

VirtueStaff LLC in Metro Manila, Philippines, seeks a detail-oriented Legal Intake Specialist to manage front-line client onboarding and administrative operations for a family and estate planning practice.

You will answer inbound calls, conduct initial intakes, perform conflict checks, process payments, and coordinate with firm attorneys to support daily case needs, delivering precise client records with a welcoming, professional demeanor.

Qualifications

• Receptionist or intake experience with high attention to detail.
• Native-level English verbal and written communication.
• Experience with legal case management platforms such as MyCase is preferred.

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.

Skills

Phone etiquette

Attention to detail

Client relationship

Tools

MyCase

Job description

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.

• 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