Global Legal Assistant

The role

This person will serve as the first point of contact for prospective clients and handle intake processes. They will manage phone coverage, scheduling, client follow-up, and administrative tasks using firm systems.

What you will do

• Serve as the first point of contact for prospective clients
• Provide an empathetic experience and warm-transfer calls
• Take accurate messages and support the intake process
• Answer incoming calls consistently during business hours
• Support consultation scheduling, appointment changes, and calendar coordination
• Support timely follow-up with prospective and existing clients
• Assist with clerical tasks such as mailing and document management
• Support attorneys with non-billable tasks
• Operate within firm systems like ESI VoIP, Clio, and Clio Grow
• Gradually take on lead qualification and operational support

Required qualifications

• Excellent verbal communication
• Proactive and empathetic approach to client interactions
• Strong capability in scheduling and managing a dynamic calendar
• Comfort with technology including VoIP systems, Clio, and Microsoft Office
• Reliable high-speed internet
• Dependable home-working environment
• Comfort using VoIP/mobile phone systems
• High emotional intelligence
• Solutions-oriented mindset
• Able to work consistently during the firm's U.S. business hours

Benefits

• Remote Opportunity
• Generous holiday time
• Professional Development
• Career Growth
• Leadership Exposure
• Small-Firm Environment
• Client Impact

About the company

Commonwealth Life & Legacy Counsel is an estate planning firm founded by Lelia and Michael Winget-Hernandez. The firm provides elder law, fiduciary litigation, and special needs planning.