Consultation Appointment Specialist

Summary

Join LegalMatch Philippines and become our experienced Virtual Assistant, supporting our attorneys by managing case-related tasks, coordinating client communications, and guiding potential clients through the legal case process. You will be responsible for managing client intake and case documentation, following up with clients, maintaining attorney calendars, organizing case files, responding to communications, updating CRM systems, preparing reports, and flagging potential issues. This role requires 3–5 years of experience as a Virtual Assistant or in executive support, strong communication skills, and proficiency in tools like Slack, Notion, Trello, and Calendly. We seek a proactive, detail-oriented, and resourceful individual who is a critical thinker, collaborator, and passionate about continuous improvement. This is a fantastic opportunity to grow your career in a dynamic legal tech environment.

Requirements

• At least 3–5 years as a Virtual Assistant or in executive support
• Strong written and verbal English communication skills
• Skilled in tools like Slack, Notion, Trello, and Calendly
• A strong communicator who can work with diverse stakeholders

Responsibilities

• Assisting attorneys by managing client intake and case documentation
• Following up with potential clients to keep them engaged and advancing through the process
• Maintaining attorney calendars and setting appointments across time zones
• Organizing case files and track updates using task and document management tools
• Responding to emails and client messages in a timely, professional manner
• Keeping CRM systems and trackers updated with client and case status
• Preparing summaries or reports as requested by attorneys
• Flagging issues that may delay case conversion and suggest solutions
• Handling general virtual assistant tasks (e.g., inbox management, research, scheduling)

Preferred Qualifications

• Proactive, organized, and resourceful
• Detail-oriented and handles confidential information with care
• A critical thinker who works well independently without micromanagement
• Able to anticipate needs before being asked
• A collaborator with a growth mindset and a passion for continuous improvement