Remote Legal Assistant / Intake Specialist
About the Role
We are looking for a Remote Legal Assistant / Intake Specialist to join our dynamic team. In this role, you will be instrumental in providing administrative support to a specialized US-based law firm. As a Remote Legal Assistant / Intake Specialist, you will help streamline the intake process, manage client communications, and ensure efficient workflow automation.
What You'll Do
- Assist in managing client intake processes and documentation.
- Coordinate communication between clients and legal teams.
- Utilize CRM tools to track leads and manage client relationships.
- Support case documentation and legal medical records management.
- Engage in project management tasks to ensure timely completion of legal processes.
Requirements
- 1-2 years of experience in a legal assistant or intake specialist role.
- Strong communication skills, both written and verbal.
- Familiarity with legal terminology and processes.
- Experience with CRM systems, preferably MyCase.
- Attention to detail and ability to manage multiple tasks effectively.
Nice to Have
- Bilingual abilities are a plus.
- Experience in estate planning or family law.
- Knowledge of workflow automation tools.
What We Offer
- 100% remote work with flexible hours.
- Long-term partnership and growth opportunities within the firm.
- Competitive salary and benefits package.
- Supportive team environment with ongoing training and development.
- Opportunity to work with a specialized US-based law firm.
This Remote Legal Assistant / Intake Specialist role offers a unique opportunity to work with a specialized US-based law firm. Enjoy flexible hours and competitive pay while contributing to meaningful legal work.
Who Will Succeed Here
Proficient in legal documentation processes and familiar with tools like Clio or MyCase to effectively manage case files and client information.
Strong self-motivation and discipline, essential for thriving in a remote work environment, with a proven track record of managing multiple tasks and deadlines independently.
Detail-oriented mindset with experience in CRM management using platforms like Salesforce or HubSpot, ensuring accurate client data entry and communication tracking.
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