Paralegal / Intake Specialist - ERTC

New
Z
ZirtualLegal Services
US-based candidate required, Central Time preferred; Eastern Time candidates also consideredContract
Salary not disclosed
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Job Details

Required Skills
Data entry

Requirements

  • Prior paralegal or legal intake experience
  • Comfortable conducting live client calls
  • Strong organizational and communication skills
  • Experience with Microsoft 365 and cloud-based file management
  • Ability to work independently in a remote environment
  • US-based candidate required
  • Business hour availability
  • Reliable home internet and computer

Responsibilities

  • Conduct scripted intake calls with prospective clients
  • Ask qualification questions using a provided framework
  • Record and coordinate call transcripts for internal use
  • Collect and organize client documentation within OneDrive
  • Maintain accurate intake records and organized digital files
  • Communicate professionally and efficiently with prospective clients
  • Follow established workflows and processes with minimal supervision
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