Legal Assistant — Client Facing (Remote)

Handle client intake and follow-up for U.S. estate planning law firms using structured systems and defined workflows.

This is a client-facing intake and follow-up role for a U.S. estate planning law firm.

You will be the first point of contact for prospective clients — conducting intake calls, gathering accurate information, and following up to keep leads moving through the pipeline. This role is phone-primary, client-facing, and requires clear, professional spoken English.

This is not a drafting or legal research role.

About the role

How to apply

To be considered, submit:

  • Updated CV/resume

  • 60–90 second video (No script). Introduce yourself, briefly describe your legal or law-firm experience, and tell us why you're interested in a client-facing role.

  • One-paragraph written response: "Describe your legal or law-firm-related experience."

  • Confirmation of availability: 9:30 AM – 6:30 PM EST, Monday–Friday, full-time, no conflicting commitments

Incomplete submissions will not be reviewed.

    • Answer inbound calls from prospective clients promptly and professionally

    • Conduct structured intake conversations to gather complete client information

    • Record intake data accurately into the firm's case management system

    • Follow up with prospective clients who have not yet scheduled or completed intake

    • Schedule and confirm consultations between prospective clients and the attorney

    • Track pending leads and maintain intake pipeline organization

    • Escalate urgent or out-of-scope matters appropriately

  • Legal or law-firm administrative background strongly preferred — prior experience in a law firm, paralegal work, or legal studies (law school, paralegal coursework).
    Estate planning, family law, or probate experience is a plus, not required.

    • Excellent spoken English — clear, neutral, professional, confident on the phone with U.S. clients

    • High attention to detail — intake information must be accurate and complete

    • Strong verbal communication skills — able to hold professional phone conversations without sounding scripted

    • Understanding of the line between client intake and legal advice

    • Comfort working within structured workflows and follow-up systems

    Candidates should be comfortable in a phone-primary, client-facing role — this is a different skill set than drafting or back-office work.

    • Remote, Philippine-based

    • Schedule aligned with EST: 9:30 AM – 6:30 PM, Monday–Friday, full-time

    • Phone- and client-facing — not a back-office role

    • Performance reviewed regularly based on call quality, intake accuracy, and follow-up consistency

    • ₱65,000 monthly professional fee

    • Independent contractor agreement

    • US Federal Holidays observed

Ready to apply?

This process includes a short screening form and a required test task.
Only complete applications will be reviewed.

start application