Valgorithm

Executive Assistant

• Answer inbound calls from potential clients with warmth, patience, and professionalism
• Listen to callers’ stories without giving legal advice and make them feel heard and respected
• Complete intake forms accurately and in detail according to firm guidelines
• Write clear, well-organized summaries of callers’ situations for the legal team
• Handle follow-up calls from existing leads and assigned outbound calls
• Flag urgent or unusual cases to the legal team promptly
• Communicate with attorneys, legal staff, and the Valgorithm team
• Support light administrative tasks when call volume is low
• Follow internal policies and SOPs, including attendance, time tracking, and daily reporting
• Join internal team meetings, updates, and feedback sessions
• Raise process gaps or improvement ideas
• Collaborate with the CEO and VA Manager to improve service quality
• Complete onboarding and intake-process training
• Shadow experienced intake VAs and begin supervised call handling
• Progress to independent inbound intake calls and follow-up calls
• Submit accurate daily reports and escalate incomplete or urgent leads
• Own the intake phone line during the assigned shift
• Support outbound calls and identify intake-process improvements

Explore Legal Intake Virtual Assistant – Phone & Call Handling at Valgorithm. Review requirements and application details.