About the Client Our client is a U.S.-based law firm with 35+ years of experience serving individuals and businesses across civil litigation, business immigration, and trusts and estates. The team prides itself on integrity, efficiency, and client-first service, supporting both English- and Spanish-speaking clients. They operate with modern tools and well-defined workflows to deliver timely, high-quality legal services.
Why does this role exist? This role exists to be the firm’s reliable, bilingual front line—ensuring every inquiry is captured, qualified, and scheduled, while clients receive timely updates and a professional experience. By owning intake, scheduling, lead follow-up, routine client communication, and coordination with courts and other firms, the assistant frees the attorney to focus on legal work. The goal is to function as if seated in-office: consistently available, fast to respond, and proactive in keeping calendars, cases, and communications on track.
The Impact you’ll make
Client Intake & Data Management
Contact new/prospective clients in English and Spanish to complete intake questionnaires
Follow scripts/forms to ensure all required fields are captured and accurately entered into Clio/case files
Organize documents and client data; track status and ensure nothing falls through the cracks
Calendar & Appointment Management
Schedule consultations, client meetings, and hearings; coordinate times with clients, opposing counsel, and courts
Manage availability and time slots in Clio and the client’s calendar; send confirmations and reminders
Monitor changes, resolve conflicts, and keep the attorney’s schedule current and error-free
Lead Follow-up & Triage
Call and text inbound leads from advertising and other sources to schedule consultations (attorney handles selling)
Log lead outcomes, update trackers/Clio, and move qualified leads into the intake process
Maintain fast response times and consistent follow-through to maximize show rates
Client Communication & Reception
Serve as the primary point of contact for routine questions and updates via Gmail, RingCentral, text, and video
Relay messages to the attorney promptly; maintain a professional, empathetic tone with Spanish-only clients
Provide status updates per SOPs and escalate issues appropriately
Coordination with Law Offices, Courts & Admin Support
Communicate with opposing counsel/offices to exchange information; confirm/schedule hearings with court clerks
Complete non-paralegal administrative tasks (document collection, form completion, data entry in Clio)
Uphold confidentiality, follow SOPs, and comply with firm policies (NDA and secure handling of sensitive data)
Skills, Knowledge and Expertise
Required:
Bilingual English/Spanish fluency (spoken and written)
Proven experience in Executive assistant/administrative/reception roles in a professional setting (legal preferred but not required)
Professional phone etiquette and client-facing communication skills across email, phone, text, and video
Willingness to sign an NDA and complete background due diligence
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