Legal Virtual Assistant
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Job Description
Executive Legal Assistant supporting a California estate planning law firm. Involved in client communication, scheduling, and firm operations while ensuring high responsiveness.
Responsibilities:
- Handle inbound and outbound calls professionally using Dialpad.
- Call clients to gather missing information or documents.
- Follow up with clients before scheduled meetings to confirm attendance and preparedness.
- Manage incoming and outgoing emails, responding to common inquiries.
- Onboard new clients by sending welcome emails, engagement letters, and intake forms.
- Use Clio for case management, including uploading, organizing, and maintaining case files.
- Coordinate meetings and appointments using Outlook, Clio, and Peerspace.
- Draft and send standard client emails and letters for attorney review.
- Assist with invoicing and other operational support as needed.
- Organize digital folders for clients.
Requirements:
- Clear, professional English written and verbal communication suitable for frequent client interaction.
- Prior experience in a legal services environment.
- Strong Proficiency in Office 365 (Outlook, Word, Excel, etc.).
- Exceptional organizational and multitasking abilities.
- Ability to think on multiple levels and handle complex administrative responsibilities.
- Experience with Clio Grow & Clio Manage legal practice management software (strongly preferred).
- Executive assistant, legal assistant, and/or client operations background.
- Experience with document automation tools.
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