Location: Remote
Schedule: Monday to Friday, 8:00 AM to 4:00 PM or 9:00 AM to 5:00 PM (Eastern Time)
Contract Type: Independent Contractor Agreement
Availability: Full-time
Time Zone: Eastern Time
About the Role We are hiring a Legal Assistant / Intake Specialist to support an established law firm specializing in Estate Planning, Probate, and Family Law. This role focuses on taking the administrative burden off the lead attorney by managing the front-end intake process, lead qualification, and CRM management. The assistant will help automate workflows and screen inquiries so the attorney can focus on legal strategy and high-value casework.
Key Responsibilities * Make outbound calls to qualify new leads and filter out "shoppers" to ensure only high-value cases reach the attorney’s calendar.
• Answer inbound calls, provide firm-specific information regarding retainers and services, and manage the intake script.
• Schedule consultations and manage calendar flow within MyCase to ensure organized case progression.
• Manage CRM updates, including lead status changes, automated follow-ups, and document organization.
• Respond to client and lead inquiries professionally, maintaining the firm’s standards for confidentiality and empathy.
• Support the attorney in automating firm processes using specialized legal software and integration tools.
• Maintain accurate case records and firm documentation using MyCase and Google Workspace.
Requirements * Proven experience working in a legal environment with an understanding of law firm settings and terminology.
• Strong phone skills and the confidence to qualify leads and discuss firm requirements (like retainers) up front.
• Strong attention to detail and the ability to work with high autonomy once systems are learned.
• Experience working with MyCase or similar legal case management software.
• Strong written and spoken English.
• Reliable workstation, stable internet connection, and ability to work full-time on Eastern Time.
Nice to Have * Experience specifically in Estate Planning, Probate, or Divorce/Family Law.
• Proficiency or experience with Gavel and Decision Vault.
• Advanced skills in workflow automation within legal CRM platforms.
What Success Looks Like * The attorney’s administrative burden is significantly reduced, allowing them to stop handling intake calls.
• Leads are screened effectively, and only qualified prospects are added to the firm’s calendar.
• Firm automations within MyCase and Gavel are utilized to their full potential.
• Client follow-ups are consistent, ensuring no cases or leads fall through the cracks.
Benefits * 100% remote work.
• 40 hours per week.
• Experience working directly with a specialized US-based law firm.
• Long-term partnership and growth opportunities within a professional legal setting.