Legal Virtual Assistant

Employer based in · Remote

Hiring talent from: all countries

• Legal Virtual Assistant Key Responsibilities • Communicate professionally with clients via phone, email, text, and legal case management software • Manage client intake and collect required information and documentation • Schedule consultations, client meetings, and follow-up appointments • Maintain accurate client records and case notes • Track tasks, deadlines, reminders, and follow-ups • Prepare, organize, and maintain client files and legal documents • Assist in preparing pleadings and legal documents using firm templates • Assist with estate planning documents, including Wills, Trusts, Powers of Attorney, and Healthcare Directives • Draft client correspondence, engagement documents, and document packages for attorney review Follow up with clients regarding missing documents, signatures, and outstanding requirements Maintain organized digital filing and document management systems • Provide administrative and legal support to the attorney and firm • Answer and manage incoming phone calls in a professional manner. • Serve as a legal receptionist and provide a welcoming first point of contact. • Communicate clearly and effectively with clients and callers using strong English skills. -Maintain a high level of organization and handle administrative and office-related tasks. -Manage general office support duties as needed. Requirements Experience and Proficiency • Strong written and verbal English communication skills • Excellent typing, data entry, and document formatting skills • Previous experience as a Legal VA, Legal Assistant, Legal Administrative Assistant, Legal Secretary, or Paralegal Assistant • Experience supporting law firms or legal practices • Knowledge of legal terminology and legal document preparation • Experience with client intake, pleadings, legal correspondence, case management, and document collection • Estate Planning and Probate experience is strongly preferred (Family Law, Personal Injury, Immigration, Civil Litigation, etc. are also a plus) • Experience with legal case management software such as MyCase, Clio, Lawmatics, PracticePanther, Smokeball, Filevine, Litify, Rocket Matter, or similar platforms • Proficient in Microsoft Office, Google Workspace, Adobe Acrobat, and PDF editing • Strong attention to detail and ability to maintain confidentiality Personality Requirements • Professional and client-focused • Highly organized and detail-oriented • Dependable and accountable • Strong follow-through and time management • Proactive and resourceful • Quick learner who can adapt to new systems and processes • Able to work independently while following established procedures • Calm and professional when handling sensitive matters