⚖️ We’re Hiring: Legal Virtual Assistant (Clio Background)

IMPORTANT – Watch this quick Loom video on how to get hired:
https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0

📋 Job Title: Legal Virtual Assistant (Clio Background)

• Job ID: JORTIA4

• Industry: Legal

• Location: LATAM / Philippines

• English Level: Very strong English required

• Work Schedule: Monday to Friday, 8:00 AM – 5:00 PM Pacific Time

• Target Start Date: ASAP

💰 Compensation

• Base Salary: $1,000 – $1,500 USD per month

• Top Range: Up to $1,800 USD per month for exceptional candidates

🏢 About the Client

JLC Legacy Law, Inc. is a California-based law firm specializing in:

• Estate Planning

• Probate

• Trust Administration

• Related Real Estate Matters

The firm supports individuals and families through important and often emotional life transitions. Their mission is to make complex legal processes:

• Clear 🧭

• Organized 📂

• Manageable

Clients receive high-touch, personalized guidance, with a strong emphasis on clarity, follow-through, and professionalism.

🧭 Core Values (Non-Negotiable)

Relentless Ownership

• Take responsibility for work, deadlines, and outcomes

• Act proactively and bring solutions, not problems

Compassion (With a Backbone)

• Lead with empathy and respect

• Communicate clearly, set boundaries, and address issues directly

Integrity Over Everything

• Do the right thing—even when it’s inconvenient or unseen

• Maintain trust, accuracy, and ethical decision-making at all times

🎯 About the Role

• Administrative and operations-focused role

• Not a paralegal position

• Critical support function for a growing estate planning, probate, and trust administration law firm

This role supports:

• Client communication

• Scheduling and task flow

• Day-to-day firm operations

You will work closely with the attorney and internal team to ensure cases move forward smoothly and clients receive responsive, high-quality service.

📌 Key Responsibilities

Client Communication & Intake

• Handle inbound and outbound calls professionally using Dialpad

• Call clients to gather missing information or documents

• Follow up with clients prior to scheduled meetings

• Manage incoming and outgoing emails and respond to common inquiries

• Onboard new clients by sending:

  • Welcome emails

  • Engagement letters

  • Intake forms

• Update Clio Grow with:

  • Pipeline stages

  • Notes

  • Referral tags

  • Email campaigns

Case & Document Management (Clio)

• Upload, organize, and maintain case files in Clio

• Send documents securely via Clio

• Track case progress and deadlines

• Manage e-signature workflows

• Share signed documents through the client portal

Calendar & Scheduling Management

• Coordinate meetings using Outlook, Clio, and Peerspace

• Manage the attorney’s Outlook calendar to avoid conflicts

• Protect focus time and ensure scheduling accuracy

• Book meeting locations and confirm availability

• Schedule, reschedule, and confirm:

  • Client meetings

  • Court dates

  • Consultations

General Administrative & Legal Support

• Draft and send standard client emails and letters for attorney review

• Assist with invoicing and general operational support

• Generate and update:

  • Retainer letters

  • Engagement agreements

  • Drafting checklists using document automation tools

• Organize and maintain digital client folders

Required Skills & Qualifications

• Clear, professional English (written and verbal)

• Prior experience in a legal services environment

• Strong proficiency in Microsoft Office 365 (Outlook, Word, Excel)

• Excellent organizational and multitasking abilities

• Ability to manage complex administrative responsibilities independently

Preferred Qualifications

• Experience with Clio Grow and Clio Manage (strongly preferred)

• Background as an executive assistant, legal assistant, or client operations specialist

• Experience using document automation tools

Personality & Communication Requirements

• Pleasant, professional, and collaborative team player

• Strong emotional intelligence and critical thinking

• Respectful, kind, and clear communicator

• Neutral spoken English with minimal to no noticeable accent

• Strong listening skills, patience, and precise articulation

• Ability to communicate effectively with hard-of-hearing clients

🚀 Submit your application today and take the first step toward your next great opportunity!