Key skills
CRM
About this role
Role Overview
- Manage calendars and coordinate appointments.
- Prepare and send engagement letters and closing letters.
- Sync RingCentral transcripts into the CRM.
- Maintain and organize legal files and records.
- Manage and update information within Clio.
- Perform docketing and deadline tracking activities.
- Communicate with clients via email in a professional and timely manner.
- Monitor and organize email communications.
- Request and collect additional information from prospective clients.
- Assist with client intake and billing processes.
- Assist with special projects and additional administrative tasks as needed.
- Support daily administrative and legal operations.
- Ensure client information is accurately documented and maintained.
Requirements
- Previous Legal Assistant experience preferred.
- Experience with client intake, file management, and legal administrative support.
- Comfortable working with sensitive and confidential information.
- Ability to work independently and proactively.
- Experience using legal and administrative software.
- Schedule: 9:00 a.m. to 6:00 p.m.
- Timezone: MST (Arizona Time).
Benefits
- Competitive salary.
- Paid Time Off.
- 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.