Virtual Intake Assistant for Boutique U.S. Law Firm (Phone + Form-Based Intake)

Full Job Description

We are a boutique U.S.-based law firm seeking a professional, reliable, and personable Virtual Assistant to handle initial client intake calls during regular U.S. business hours. The ideal candidate has experience in customer service or intake roles, communicates clearly in English (spoken and written), and is comfortable asking thoughtful questions and entering information into our intake system.

This is a remote, part-time freelance position with the potential to grow.

Job Responsibilities

• Answer inbound calls and handle new client inquiries using a professional, empathetic tone

• Follow a provided script and intake checklist to gather essential case information

• Enter intake details into our intake system (Clio Grow or Google Form)

• Escalate high-priority leads according to firm protocol

• Schedule consultations using our calendar system (Calendly)

• Provide daily call logs and case summaries

Job Requirements

• Fluent spoken English with a neutral or light accent (audio recording required)

• Prior experience in a legal, medical, or professional service setting preferred

• High-speed internet and a quiet work environment (noise-canceling headset a plus)

• Familiarity with using online forms, CRMs, or Google Workspace tools

• Ability to follow directions and work independently

• Strong attention to detail and professionalism

• Availability during U.S. business hours (specific schedule will be set)

Skills Required

• Email Marketing - Intermediate
• Admin Support - Intermediate
• Phone Support - Expert
• Email Outreach - Intermediate
• Emotional Intelligence - Intermediate

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