- Conduct scripted intake calls with prospective clients - Ask qualification questions using a provided framework - Record and coordinate call transcripts for internal use - Collect and organize client documentation within OneDrive - Maintain accurate intake records and organized digital files - Communicate professionally and efficiently with prospective clients - Follow established workflows and processes with minimal supervision

Role Description Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations. Zirtual offers paralegals in every practice area and state, both transactional and litigation. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more. The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, ensuring they are executed on time and to the highest level of quality. - Be the main point of contact for assigned client(s) - Maintain familiarity with each client's needs and preferences - Ensure consistent and proactive communication with clients and Account Supervisors - Be available for clients during business hours as agreed upon - Enter time on a daily basis using a provided tool - Respond to all communication within a mutually established response time expectation - Maintain detailed and up-to-date client profiles - Follow Zirtual's best practices for success This role is ideal for a detail-oriented legal professional who is comfortable on the phone, follows structured processes well, and can confidently manage client intake conversations and document coordination in a fast-paced environment. 80 hours per month This project-based role will support a high-volume ERTC operation serving clients across approximately 42 states. The selected candidate will conduct scripted intake calls, gather qualifying information, coordinate document collection, and maintain organized client records through Microsoft OneDrive. The engagement is expected to last approximately 6–8 weeks, with an anticipated workload of around 80 hours per month. Responsibilities - Conduct scripted intake calls with prospective clients - Ask qualification questions using a provided framework - Record and coordinate call transcripts for internal use - Collect and organize client documentation within OneDrive - Maintain accurate intake records and organized digital files - Communicate professionally and efficiently with prospective clients - Follow established workflows and processes with minimal supervision Qualifications - Prior paralegal or legal intake experience - Comfortable conducting live client calls - Strong organizational and communication skills - Experience with Microsoft 365 and cloud-based file management - Ability to work independently in a remote environment - US-based candidate required Preferred - Tax or financial services familiarity - Experience with ERTC matters - Experience following structured intake scripts and workflows - Ability to ramp up quickly in a fast-moving environment Additional Details - Fully remote position - Central Time preferred; Eastern Time candidates also considered - Project-based engagement expected to run 6–8 weeks - Immediate start preferred - This opportunity is best suited for someone who enjoys structured, process-driven work and can quickly step in to support a busy operational team. - Business hour availability - Reliable home internet and computer - Remote work experience preferred - Compensated as a 1099 independent contractor

• Solicitar, localizar y obtener registros médicos • Organizar y mantener archivos médicos actualizados • Crear índices médicos detallados • Verificar facturación médica • Solicitar documentación adicional relevante • Coordinar envío de records a expertos médicos • Entregar documentación a abogados

• Gestionar de forma integral un caseload activo de Personal Injury • Redactar y presentar pleadings, motions y discovery • Coordinar expedientes médicos, liens y autorizaciones • Preparar demand packages y documentación de acuerdos • Controlar calendarios judiciales, audiencias y estatutos de limitaciones • Mantener comunicación constante con clientes, proveedores médicos, adjusters y abogados contrarios • Registrar notas detalladas y actualizaciones en el sistema de gestión de casos • Coordinar con el equipo de intake la transición de nuevos casos a litigio