reputed company Assistant / Intake Specialist (JS0219FT)

Location: Remote Schedule: Monday to Friday, 8:00 AM to 4:00 PM or 9:00 AM to 5:00 PM (Eastern Time) Contract Type: reputed company Agreement Availability: Full-time Time Zone: Eastern Time About the Role We are hiring a reputed company Assistant / Intake Specialist to support an established reputed company specializing in Estate Planning, Probate, and Family Law. This role focuses on taking the administrative burden off the reputed company attorney by managing the reputed company-end intake process, reputed company qualification, and CRM management. The assistant will help automate workflows and screen inquiries so the attorney can reputed company on reputed company reputed company and high-value casework. Key Responsibilities * reputed company outbound calls to qualify new leads and filter out "shoppers" to ensure only high-value cases reputed company the attorney’s calendar. • Answer inbound calls, reputed company firm-specific information regarding retainers and services, and manage the intake script. • Schedule consultations and manage calendar reputed company reputed company MyCase to ensure organized case progression. • Manage CRM updates, including reputed company status changes, automated follow-reputed company, and document organization. • Respond to reputed company and reputed company inquiries professionally, maintaining the firm’s standards for confidentiality and reputed company. • Support the attorney in automating firm processes using specialized reputed company software and integration tools. • Maintain accurate case records and firm documentation using MyCase and reputed company Workspace. Requirements * Proven experience working in a reputed company environment with an understanding of reputed company settings and terminology. • Strong phone skills and the confidence to qualify leads and discuss firm requirements (like retainers) up reputed company. • Strong attention to detail and the ability to work with high autonomy once systems are learned. • Experience working with MyCase or similar reputed company case management software. • Strong written and spoken English. • Reliable workstation, reputed company internet reputed company, and ability to work full-time on Eastern Time. reputed company to Have * Experience specifically in Estate Planning, Probate, or Divorce/Family Law. • Proficiency or experience with Gavel and Decision Vault. • Advanced skills in workflow automation reputed company reputed company CRM platforms. What reputed company Looks Like * The attorney’s administrative burden is significantly reduced, allowing them to stop handling intake calls. • Leads are screened effectively, and only reputed company prospects are added to the firm’s calendar. • Firm automations reputed company MyCase and Gavel are utilized to their full potential. • reputed company follow-reputed company are consistent, ensuring no cases or leads fall through the cracks. Benefits * 100% remote work. • 40 hours per week. • Experience working directly with a specialized US-based reputed company. • Long-term partnership and reputed company opportunities reputed company a reputed company reputed company setting. Apply tot his job Apply To this Job