Legal Assistant
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Full-time
Legal agreement: To be defined
Posted 18 days ago
Responsibilities
Role Overview:
- We are looking for a highly organized and proactive Legal Intake and Client Onboarding Specialist to support a U.S.-based law firm focused on consumer class action cases.
- You will be responsible for communicating with potential clients, qualifying leads through established intake processes, organizing case information, and guiding qualified clients through onboarding.
- This is a client-facing role with meaningful ownership over the intake process and the opportunity to develop hands-on experience in a U.S. legal environment.
Key Responsibilities:
- Contact assigned leads and conduct intake using established questionnaires and processes.
- Communicate with U.S.-based potential clients to gather relevant case and eligibility information.
- Organize and maintain accurate lead, client, and case records across internal systems.
- Follow up with qualified prospects and guide them through the client onboarding process.
- Support the process of securing retainer agreements from qualified clients.
- Manage client communications through Microsoft Outlook and prepare documents in Microsoft Word.
- Assist with complaint drafting and other legal and administrative tasks.
- Maintain accurate information across Salesforce, GoHighLevel, and the firm’s internal software.
Requirements:
- Fluent English with excellent verbal and written communication skills.
- Previous experience working with Salesforce or a similar CRM.
- Strong organizational and administrative skills with excellent attention to detail.
- Proficiency with Microsoft Office, particularly Outlook and Word.
- Confidence communicating professionally with U.S.-based clients.
- Ability to follow structured questionnaires, processes, and instructions accurately.
- Ability to learn new software and systems quickly.
- Availability to work full-time during U.S. Eastern Time business hours.
Preferred Qualifications:
- Previous experience in legal intake, legal support, or a law firm environment.
- Familiarity with class actions, consumer law, or legal terminology.
- Experience with GoHighLevel or legal case management software.
- Experience drafting complaints or other legal documents.
- Bilingual English and Spanish communication skills.
- College education.
Benefits:
- Take ownership of a key client-facing process while building valuable experience in U.S. legal operations and growing your expertise in client intake and case onboarding.