Executive Virtual Assistant – CRM, Lead Management, Administrative Support – Legal Industry

Role Overview

• Manage incoming leads from marketing channels
• Track all inquiries within the CRM (GoHighLevel)
• Ensure leads are properly categorized and updated
• Collect initial information from prospective clients
• Schedule consultations between the attorney and prospective clients
• Maintain accurate CRM records and lead history
• Follow up with prospective clients via email, text, and phone
• Maintain structured follow-up timelines for leads
• Confirm appointments and ensure clients have required information
• Manage meeting scheduling and calendar coordination
• Organize client-related communications and reminders
• Review incoming emails and identify messages requiring attention
• Assist with mass email campaigns and automate emails
• Support administrative organization of the practice

Requirements

• Highly proactive and self-driven
• Organized and detail-oriented
• Comfortable managing leads and business inquiries
• Able to track multiple follow-ups and maintain structured workflows
• Resourceful and capable of identifying opportunities to improve processes
• Professional and confident communicating with potential clients
• Able to work independently with minimal supervision