Attorney

• 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.

Explore Legal Intake Specialist at VirtueStaff. Review requirements and application details.

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