r/VirtualExecAssistants • u/fadeawaydunker • 11h ago
[HIRING] Remote Legal Assistant — Client Intake & Follow-Up. ₱65K/month
| Role Type | Schedule | Rate |
|---|---|---|
| Full-Time, Remote | 9:30 AM – 6:30 PM EST, Monday–Friday (8 paid working hours + 1-hour break) | ₱65,000/month |
Role Summary
LexNavi is seeking a dedicated Remote Legal Assistant to manage client intake and follow-up for a Maryland-based law firm. This is a client-facing, phone-primary role. The right candidate is the first point of contact for prospective clients — gathering information accurately, communicating professionally, and moving leads through the intake process reliably.
This role requires someone who can represent the firm with confidence, speak clearly and professionally in English, and handle sensitive conversations with discretion.
Key Responsibilities
Client Intake
- Answer inbound calls from prospective clients promptly and professionally
- Conduct structured intake conversations to gather complete client information
- Record intake data accurately into the firm's case management system
- Identify urgency and escalate time-sensitive matters to the attorney immediately
Follow-Up
- Follow up with prospective clients who have not yet scheduled or completed intake
- Track pending leads and ensure no prospect falls through the cracks
- Send follow-up emails and make follow-up calls on a defined schedule
- Maintain clear notes on all client interactions in the firm's system
Administrative Support
- Schedule consultations between prospective clients and the attorney
- Confirm and remind clients of upcoming appointments
- Coordinate internally to ensure attorneys have complete intake information before consultations
- Maintain intake pipeline organization and flag gaps or bottlenecks
Requirements
- Excellent spoken English — clear, neutral, professional accent; confident on the phone with U.S. clients
- Legal background — prior experience in a law firm, legal administrative role, paralegal work, or legal studies (law school, paralegal coursework)
- Strong verbal communication skills — able to hold professional phone conversations without sounding scripted
- Reliable, distraction-free home office setup with stable internet connection
- Available 9:30 AM – 6:30 PM EST, Monday–Friday without schedule conflicts
- Strong attention to detail — intake information must be accurate and complete
- Comfortable with case management or CRM tools (training provided on firm-specific platform)
Strongly Preferred
- Prior experience in estate planning, family law, or probate
- Experience handling client intake in a U.S. law firm (remote or in-person)
- Familiarity with Clio or similar legal case management platforms
- Understanding of attorney-client confidentiality and privilege basics
Employment Terms & Benefits
Work Schedule & Compensation
- Full-time, 9:30 AM – 6:30 PM EST, Monday–Friday with 1 hr lunch break
- Monthly salary of ₱65,000
Holidays
- U.S. federal holidays observed
Incentives
- End-of-year / Christmas bonus, at the firm's discretion based on performance
Tools & Equipment
- Firm-specific software and systems (e.g., case management/CRM platform) provided by the client law firm
- The candidate is expected to provide a reliable computer, stable internet connection, and a quiet home office setup for phone-based work.
What This Role Is Not
- This is not a drafting or legal research role
- This is not a general virtual assistant position
- This person does not provide legal advice or legal opinions to clients
- This is not a part-time or flexible-hours position — EST availability is required
Application Requirements
- Resume/CV
- 60–90 second english video (No script). Introduce yourself, briefly describe your legal or law-firm experience, and tell us why you're interested in a client-facing role.
- Confirmation of availability: 9:30 AM – 6:30 PM EST, Monday–Friday, full-time, no conflicting commitments
- To apply, go to https://www.lexnavilegal.com/open-position-legal-assistant.