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Role Description This is a remote position. We are looking for a dedicated and client-focused Virtual Professional to support a law firm’s daily operations. This role goes beyond answering calls—you will be the first point of contact for potential clients, guiding them through the initial intake process while delivering a warm, human, and reassuring experience. Key Responsibilities: - Inbound Calls & Client Intake: - Serve as the first point of contact for all inbound calls. - Conduct client intake by asking guided questions, capturing and verifying key details, reviewing submitted forms, and identifying urgency or priority. - Accurately document call summaries, follow-ups, and next steps for proper case handling. - Calendar & Appointment Coordination: - Schedule client consultations based on attorney availability, case type, and priority. - Manage calendars to ensure accurate, organized, and conflict-free bookings. - Send confirmations and reminders, and maintain updated calendar entries for smooth daily operations. - Client Communication & Support: - Handle client inquiries, provide timely updates, and follow up on pending requests. - Maintain professional and clear communication across all interactions, manage client expectations, and escalate concerns when necessary while ensuring all communications are properly tracked. - Administrative & Document Support: - Prepare, format, and organize internal and client-facing documents. - Maintain structured and accurate digital records, ensuring files are complete, accessible, and aligned with operational requirements. - Retainer & Document Coordination: - Assist in preparing, organizing, and tracking retainer agreements and bundled documents. - Ensure all files are complete, properly formatted, and ready for submission or distribution. - Monitor document status and maintain version control to ensure timely processing. - Legal Correspondence Support: - Support the drafting and organization of templated legal communications (e.g., letters to opposing counsel). - Ensure accuracy, consistency, and adherence to instructions while coordinating timelines for drafting, review, and sending, and maintaining records of all outgoing correspondence. Qualifications - At least 1 year of experience in customer support, virtual assistance, or receptionist roles (inbound-focused). - Excellent verbal and written English communication skills. - Strong active listening skills and the ability to build rapport quickly over the phone. - Close attention to detail and the ability to follow structured processes. - Critical thinking skills when working with templates and client information. - Experience with scheduling tools (e.g., Google Calendar, Calendly). - Ability to work independently in a remote setup. Requirements - Nice to Have: Experience working with law firms or legal documentation. - Familiarity with CRM systems. Schedule - Monday to Friday, 8:00 AM to 5:00 PM Eastern Time.