Intake/Litigation Assistant (ZR_22866_JOB)

This is a remote position.

40 hours/week

Client Timezone: Pacific Time (US & Canada)

Responsibilities:

• Conduct secondary level screening after Smith AI initial intake
  
• Follow up with potential clients via phone and email
  
• Manage DocuSign processes for document signatures
  
• Handle text message service communications
  
• Update client management software with matter details and contact information
  
• Process and verify client documentation
  
• Coordinate with paralegal on documentation requirements
  
• Move clients through the intake pipeline
  

Requirements

• Strong customer service and communication skills
  
• Experience with CRM or client management software
  
• Proficiency in DocuSign or similar platforms
  
• Strong attention to detail
  
• Excellent written and verbal English communication
  
• Ability to work US Pacific time zone hours
  
• Experience in administrative role within professional services