Virtual Legal Assistant

Candidate will have high touch with prospects before they are clients, while they are clients, and even after they are clients. The assistant will nurture and engage prospects after they become clients, providing consistent, reassuring communication throughout the planning process, call clients to remind them about upcoming appointments and ensuring they are prepared. The assistant will also meet virtually with clients, or call them, at the end of the initial consultation to request missing information and asset documentation, confirm payment details or schedule payment plans, explain next steps and schedule the Signing Ceremony and enter relevant data into the Case Management System. The role manages all scheduling for the attorney, including client appointments, prospective client calls, and referral partner meetings. Moreover they ensure the calendar remains up-to-date and aligned with priorities, confirm appointments, and follow up as needed. They will send engagement letters, invoices, and follow-up emails for payment, track and update payment plans and scheduling of meetings in cash flow systems, answer basic client questions and support trust funding process by gathering and confirming client documents. Finally they Conduct light data entry into the Client Relationship Management System or Case Management System, request and follow up on any outstanding client information, confirm signing date with clients, send thank-you gifts to clients or referral partners, monitor engagement and support client-facing messaging and ensure consistency with brand voice and values.