Legal Assistant | Legal Assistant and Client Intake Specialist

Accountabilities:

• Conduct approximately 5 to 15 initial intake calls with prospective clients each day, generally lasting 20 to 30 minutes, while communicating with professionalism, empathy, patience, and respect.
• Gather detailed information during intake conversations, ask appropriate follow-up questions, identify relevant facts, and recognize circumstances that may require additional attorney review.
• Accurately document information obtained from prospective clients and maintain organized, complete, and confidential case records.
• Serve as a positive first point of contact by ensuring prospective clients feel heard, supported, and treated with appropriate professionalism and compassion.
• Return calls and conduct follow-ups with prospective clients as needed, ensuring timely communication throughout the intake process.
• Prepare concise legal memos, summaries, and other written materials that clearly communicate relevant information to attorneys and the broader legal team.
• Assist with document preparation, editing, formatting, PDF manipulation, and other legal documentation requirements.
• Organize and maintain case-related information, files, and documentation using document management and business systems.
• Provide general legal and administrative support to attorneys and assist with additional legal projects as knowledge of the organization and its processes develops.
• Learn and independently use new software, document management platforms, and business systems to support efficient legal operations.
• Maintain strict accuracy, confidentiality, and discretion when handling sensitive client, case, and legal information.

Requirements

• Bilingual English and Spanish proficiency is required, with excellent spoken and written English and the ability to communicate confidently and professionally with clients and legal professionals.
• Previous experience in a legal, professional services, client intake, case management, or similar environment is preferred, with Legal Assistant, Paralegal, Legal Intake, or Case Management experience considered an advantage.
• Traditional paralegal experience is not required, but familiarity with civil litigation or federal civil rights matters is a plus.
• Demonstrated ability to transition effectively between client-facing intake responsibilities, legal support activities, administrative tasks, and case-related documentation.
• Strong active listening, questioning, critical thinking, and information-gathering skills, with the ability to understand complex information and identify details that may require clarification or further review.
• Excellent written communication skills, including the ability to prepare clear, concise summaries, legal memos, and other professional materials.
• Strong interpersonal and relationship-building skills, with the ability to communicate empathetically and patiently while maintaining appropriate professional boundaries.
• High attention to detail and accuracy, particularly when documenting sensitive information and managing a high volume of daily interactions.
• Strong organizational and time management skills, with the ability to manage multiple responsibilities independently while maintaining consistent quality.
• Strong technology proficiency and the ability to learn new systems and processes independently, including Microsoft Outlook, RingCentral, Microsoft SharePoint, Adobe, Adobe Acrobat, and general business and document management platforms.
• Dependable, professional, polished, proactive, and adaptable, with a strong sense of ownership and accountability.
• Ability to work with confidential and sensitive information with discretion and professionalism, including interactions with individuals who may have experienced significant loss or difficult circumstances.
• Willingness to continuously learn new legal processes, systems, and support responsibilities as the role evolves.

Benefits

• Monthly compensation of $1,150–$1,220 USD.
• Remote work opportunity supporting a U.S.-based legal environment.
• Opportunity to develop experience across client intake, legal support, case management, and legal documentation.
• Exposure to federal civil rights matters and the opportunity to contribute to work involving clients in challenging circumstances.
• Opportunity to expand responsibilities and legal knowledge as familiarity with the team’s processes and systems develops.
• Use of professional technology and document management tools, including Microsoft Outlook, RingCentral, SharePoint, Adobe, and Adobe Acrobat.
• Structured multi-stage application process with recruiter guidance throughout the hiring journey.