Handle incoming client calls and conduct intake screenings for estate planning, probate, and Medicaid planning matters. Gather and organize client information for attorney and paralegal review. Maintain and update client records, workflows, and case progress in Monday.com. Coordinate consultations between clients and the attorney, including appointment confirmations and intake follow-up. Ensure intake forms, consultation fees, and supporting documentation are received prior to attorney consultations. Follow up with clients regarding document review, signatures, and pending requests. Prepare and send retainer agreements to prospective clients. Organize and maintain digital client files and legal documentation. Manage incoming office communications and coordinate tasks with the legal team. Provide referral information when matters fall outside the firm’s scope. Assist with administrative workflow management and remote legal operations.

Completed Specialized Legal Virtual Assistant Training for Support of U.S.-Based Law Firms. Trained In Personal Injury Procedures, Litigation Workflows, Medical Summaries, And Demand Letter Drafting. Gained Experience with Legal Administrative Systems, Case Management Processes, And Executive Assistant Support. Assisted with workflow organization, client communication processes, and legal support tasks.

Maintained Communication with Service Providers to Ensure Timely Operational Support. Supervised Office Maintenance Staff and Monitored Completion of Daily Operational Tasks. Assisted With Office Facilities Coordination, Vendor Management, And Inventory Oversight. Negotiated Vendor Pricing and Requested Quotes for Office Services and Purchases. Processed Vendor Invoices and Payment Requests Through Internal Systems. Coordinated Office Meetings, Events, And Internal Operational Logistics. Assisted with workflow organization and administrative support across departments.

Managed Incoming Calls and Client Communications. Coordinated Messenger Services and Tracked Deliveries Using Excel. Prepared National and International Shipments in Accordance With Company Procedures. Scheduled Conference Rooms and Assisted with Internal Meeting Coordination. Provided Professional Front-Office and Administrative Support.

Contacted Patients Regarding Pending Examinations and Appointment Scheduling. Conducted Follow-Up Calls to Confirm Completed Examinations and Post-Visit Care. Assisted Patients with General Inquiries and Provided Accurate Information. Helped Ensure Positive and Supportive Patient Experiences. Maintained Professionalism and Efficiency in a High-Volume Call Center Environment.