Virtual Receptionist & Legal Assistant
Virtual Assistant / Full - Time 800 - 1100 USD per-month-salaryJob Overview
Role Overview
The primary focus of this role is phone-based reception and intake, with additional support for scheduling and legal administrative tasks. You will be responsible for providing a warm, professional first impression to callers, capturing accurate information, and ensuring the attorney’s calendar and documents are well-organized.
Role Overview
The primary focus of this role is phone-based reception and intake, with additional support for scheduling and legal administrative tasks. You will be responsible for providing a warm, professional first impression to callers, capturing accurate information, and ensuring the attorney’s calendar and documents are well-organized.
Key Responsibilities
- Reception & Intake (Primary Focus)
- Answer inbound calls via a firm-provided number (e.g., Google Voice), acting as the first point of contact for potential and existing clients.
- Conduct initial client intake, capturing key details and summarizing matters clearly.
- Assess urgency and route/flag priority calls appropriately.
- Maintain a professional, friendly, and empathetic tone at all times.
- Scheduling & Coordination
- Manage and maintain the attorney’s calendar in Central Time.
- Schedule consultations and follow-up calls according to firm guidelines.
- Send confirmations or reminders where required.
- Legal Administrative Support
- Assist with document management, including saving, naming, and organizing client documents in the firm’s system.
- Enter and update client information and matter details in the firm’s CRM/practice management platform.
- Support basic legal assistant tasks as assigned (non-substantive, administrative support).
Tools & Systems
- Experience with (or ability to learn quickly):
- Clio (legal case management software) – strong nice-to-have
- Google Voice or similar VoIP tools for call handling
- Google Workspace (Gmail, Calendar, Drive, Docs) or Microsoft Office equivalents
- Basic use of online forms, spreadsheets, and shared drives
Must-Haves
- Ability to work in Central Time (CT)
- Strong phone presence and customer service/reception skills
- Professional, friendly communication style
- Reliable internet and a quiet, distraction-free workspace
Nice-to-Haves
- Experience using Clio
- Previous law firm / legal assistant / legal receptionist experience
- Experience handling intake, triage, or high-volume calls
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$200 testimonial bonus
$300 tenure bonus every 6 months
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