Legal Intake Specialist

VirtueStaff

. Manage inbound phone communications, serving as the primary point of contact for prospective and existing estate planning clients.

Posted 10/28/2026contractRemote • Philippines, Panama, Mexico, Colombia, Pakistan, South AfricaMid-LevelSenior💰 $12,000 - $18,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client intake processes and legal case management, ensuring accurate record-keeping and effective communication with clients and attorneys. Possesses strong organizational skills and attention to detail essential for managing billing and client interactions in estate planning and family law.

Highest-signal resume keywords

Client Intake ManagementLegal Case ManagementAttention To DetailVerbal And Written CommunicationClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Intake AssessmentsConflict ChecksBilling ManagementTransaction Record GenerationCase Management Systems

Soft Skills

Organizational SkillsEngaging PersonalityRapport Building

Tools & Technologies

MyCase

Industry Keywords

Estate PlanningFamily LawClient Communications

About the role

Key responsibilities & impact

Manage inbound phone communications, serving as the primary point of contact for prospective and existing estate planning clients.
Conduct initial client intake assessments and perform conflict checks prior to attorney consultations.
Process client payments, generate basic transaction records, and maintain accurate billing details.
Coordinate directly with firm attorneys to relay client updates, fulfill daily case requirements, and schedule consultations.
Maintain accurate client intake records and update file details within case management systems.

Requirements

What you’ll need

Proven background as a receptionist or intake specialist, with high attention to detail and strong organizational skills.
Native-level English verbal and written communication skills.
Warm, engaging personality with the ability to build rapport with clients navigating family law and estate planning matters.
Experience or familiarity with legal case management platforms such as MyCase is preferred.

Benefits

Comp & perks

Work From Home
Performance Bonus