LEGAL VIRTUAL ASSISTANT
Virtual Intake Specialist
FULL-TIME
$2,250 / Month
PART-TIME
$1,225 / Month
Note: For English/Spanish bilingual staffers add $200 (FT) / $100 (PT)
Virtual Intake Specialist
Key Responsibilities
Let your Legal VA handle the details while you focus on what matters most.
Client Screening and Referrals
Screen potential clients to sign ideal clients, filter out bad prospects, and make referrals to referral contacts.
Consultation Scheduling and Payment Processing
Schedule paid consultations, handle payment processing, and follow up with prospects on a regular basis.
Referral Partner Communication
Communicate with referral partners, providing updates on matters and maintaining relationships.
CRM Management
Keep track of calls and prospects in the customer relationship management system, including client interactions and progress.
Intake Conversation Review
Regularly review recordings of intake conversations to identify areas for improvement and develop enhancements.
Sales Reporting
Generate sales reports on a regular basis, providing insights into intake performance and incoming revenue.
...and many more!
How It Works
Tell us about your workload and what you need help with the most.
Review pre-vetted candidates who fit your requirements.
Find Your Virtual Intake Specialist
We handpick and match you with top-tier virtual assistants to meet your firm’s specific needs.
Benefits

Low Monthly Fee - No Overhead

Cancel Anytime - Monthly Subscription

Simple Hiring Process - Staff Quickly
Experience a streamlined hiring process that gets you up and running swiftly. Hire skilled intake specialists with ease and minimal hassle.

Bilingual - Communicate Easily

Software Savvy - Tech Ready
