Key skills
VoIPCRMCommunication
About this role
Role Overview
- Draft legal documents related to probate matters.
- Assist and liaise closely with the lead attorney and paralegal.
- Use drafting software to prepare accurate and compliant documents.
- Coordinate remote access tools including VPN and server connections.
- Communicate progress updates and flag blockers proactively.
- Track, prioritize, and complete daily task lists.
- Complete assigned legal and administrative tasks within established workflows.
- Maintain accurate records and consistent follow up on assigned matters.
- Coordinate with other team members to ensure task alignment.
- Support overall case progression through timely execution of responsibilities.
- Manage and update case information through the CRM system.
- Support overall workflow on the probate side of the firm, ensuring timely task completion.
- Handle light outbound calling as needed (1–5 daily).
- Communicate with clients in a compassionate and efficient manner, helping guide them through the probate process.
- Manage case information within Clio and other required systems.
Requirements
- Work Schedule: 8:00 am
- 5: 00 PM PST with some flexibility required.
- Location: Remote.
- Practice Areas Supported: Estate Planning, Business Planning, Trusts, Probate.
- Software and Tools: CRM: Clio, VOIP: DialPad, Other: Drafting software, VPN, remote server access.
- Start Date: Immediate.
- Call Volume: 1 to 5 outbound calls per day; no incoming call handling required; internal communication largely conducted through Clio.
Tech Stack
- VoIP
Benefits
- Competitive salary.
- Paid Time Off.
- Annual bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.