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Boogie Team logo
Boogie Team

We build remote teams for solo entrepreneurs and companies — from admin to sales, support, and automation. HQ At LA, USA

Legal VA – Intake Specialist

AttorneyAttorneyFull TimeRemoteJuniorTeam 51-200Since 2024H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

64 days ago

Salary

0

Seniority

Junior

1 yr expEnglishSpanishGo

Job Description

Legal VA – Intake Specialist

Boogie Team

• Serve as the first point of contact for incoming leads and prospective clients • Conduct intake calls and gather relevant case information • Evaluate claims based on the firm’s qualification criteria • Determine whether cases meet the requirements for representation • Send retainer agreements promptly to qualified clients • Follow up consistently to ensure agreements are signed and returned • Track and manage pending retainers to maintain conversion efficiency • Maintain accurate records of client interactions and case details • Update Lead Docket and Go High Level with notes and status updates • Ensure proper documentation and organization of all intake activities • Communicate clearly and professionally with prospective clients • Build rapport while gathering sensitive and important information • Represent the firm with empathy, professionalism, and attention to detail

Job Requirements

  • 1–2 years of experience in personal injury intake or a similar legal role
  • Bilingual in Spanish and English
  • Strong communication skills with the ability to handle client conversations confidently
  • Detail-oriented and organized with strong follow-up habits
  • Able to manage multiple leads and tasks in a fast-paced environment
  • Comfortable working US time zones
  • Experience working with U.S.-based law firms
  • Familiarity with Lead Docket and Go High Level
  • Understanding of personal injury processes and legal terminology
  • Experience in a remote work environment

Benefits

  • Health insurance
  • Paid time off

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