Legal Virtual Assistant (Clio Background) [Job ID : JORTIA4]

⚖️ We’re Hiring : Legal Virtual Assistant (Clio Background) IMPORTANT – Watch this quick Loom video on how to get hired : https : / / www.loom.com / share / 345f776084e642ba99c24aabe40a67a0 📋  Job Title : Legal Virtual Assistant (Clio Background) Job ID : JORTIA4 Industry : Legal Location : LATAM / Philippines English Level : Very strong English required Work Schedule : Monday to Friday, 8 : 00 AM – 5 : 00 PM Pacific Time Target Start Date : ASAP 💰 Compensation Base Salary : $1,000 – $1,500 USD per month Top Range : Up to $1,800 USD per month for exceptional candidates 🏢 About the Client JLC Legacy Law, Inc.

is a California-based law firm specializing in : Estate Planning Probate Trust Administration Related Real Estate Matters The firm supports individuals and families through important and often emotional life transitions.

Their mission is to make complex legal processes : Clear 🧭 Organized 📂 Manageable Clients receive high-touch, personalized guidance, with a strong emphasis on clarity, follow-through, and professionalism.

• 🧭 Core Values (Non-Negotiable) Relentless Ownership Take responsibility for work, deadlines, and outcomes Act proactively and bring solutions, not problems Compassion (With a Backbone) Lead with empathy and respect Communicate clearly, set boundaries, and address issues directly Integrity Over Everything Do the right thing—even when it’s inconvenient or unseen Maintain trust, accuracy, and ethical decision-making at all times 🎯 About the Role Administrative and operations-focused role Not a paralegal position Critical support function for a growing estate planning, probate, and trust administration law firm This role supports : Client communication Scheduling and task flow Day-to-day firm operations You will work closely with the attorney and internal team to ensure cases move forward smoothly and clients receive responsive, high-quality service.

📌 Key Responsibilities Client Communication & Intake Handle inbound and outbound calls professionally using Dialpad Call clients to gather missing information or documents Follow up with clients prior to scheduled meetings Manage incoming and outgoing emails and respond to common inquiries Onboard new clients by sending : Welcome emails Engagement letters Intake forms Update Clio Grow with : Pipeline stages Notes Referral tags Email campaigns Case & Document Management (Clio) Upload, organize, and maintain case files in Clio Send documents securely via Clio Track case progress and deadlines Manage e-signature workflows Share signed documents through the client portal Calendar & Scheduling Management Coordinate meetings using Outlook, Clio, and Peerspace Manage the attorney’s Outlook calendar to avoid conflicts Protect focus time and ensure scheduling accuracy Book meeting locations and confirm availability Schedule, reschedule, and confirm : Client meetings Court dates Consultations General Administrative & Legal Support Draft and send standard client emails and letters for attorney review Assist with invoicing and general operational support Generate and update : Retainer letters Engagement agreements Drafting checklists using document automation tools Organize and maintain digital client folders Required Skills & Qualifications Clear, professional English (written and verbal) Prior experience in a legal services environment Strong proficiency in Microsoft Office 365 (Outlook, Word, Excel) Excellent organizational and multitasking abilities Ability to manage complex administrative responsibilities independently Preferred Qualifications Experience with Clio Grow and Clio Manage (strongly preferred) Background as an executive assistant, legal assistant, or client operations specialist Experience using document automation tools Personality & Communication Requirements Pleasant, professional, and collaborative team player Strong emotional intelligence and critical thinking Respectful, kind, and clear communicator Neutral spoken English with minimal to no noticeable accent Strong listening skills, patience, and precise articulation Ability to communicate effectively with hard-of-hearing clients 🚀 Submit your application today and take the first step toward your next great opportunity!

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