Attorney

• Answer incoming phone calls professionally and welcome clients.
• Route calls and messages to appropriate team members.
• Conduct client intake and collect essential information.
• Manage calendars and schedule appointments.
• Follow up with clients regarding appointments and pending matters.
• Collect and verify questionnaires, intake forms, and required documentation.
• Contact clients for additional information needed to advance matters.
• Enter and maintain client information in firm software and databases.
• Update client records with communications and case progress while ensuring compliance with internal standards.
• Prepare software-generated legal documents and organize digital files.
• Review documents for formatting, pagination, headers, footers, and final quality.
• Provide clients secure access to the online client portal.
• Participate in weekly team meetings and prepare status reports.
• Organize and prioritize daily and weekly workloads.
• Coordinate client signing ceremonies, including scheduling notaries and witnesses for in-person and virtual appointments.
• Prepare standard client correspondence, including engagement, information-request, non-engagement, and closing letters.
• Perform additional administrative and client service duties as assigned.

Explore Legal Case Manager at Freelance Latin America. Review requirements and application details.