LEGAL VIRTUAL ASSISTANT/CLIO EXPERIENCE REQUIRED/PI EXPERIENCE PREFERRED

MUST HAVE CLIO EXPERIENCE, PREFERENCE FOR LAWYERS OR PARALEGALS

Here’s a tighter job post that filters out people who do not have the exact experience. I made it firm but still professional.

# Remote Legal Intake & Case Management Assistant — Personal Injury / Civil Rights / Trademark Law


**Schedule:** Part-time to start, with potential to grow into a full-time long-term role

**Experience Required:** U.S. law firm experience strongly preferred
**Education Preferred:** Juris Doctor, law graduate, attorney/lawyer in your country

## Please do not apply unless you have direct experience with the following:

* Legal intake for a U.S. law firm
* Client communication by email, phone, or chat
* Clio, Clio Manage, Clio Grow, or similar legal case management software
* Inbox management and follow-up systems
* Drafting legal correspondence and documents- high level not just letters of representations
* Personal injury case support
* Medical record retrieval and provider follow-up
* Case screening or helping attorneys evaluate potential clients
* Administrative support for a busy law firm
* Workflow tracking, task management, and keeping matters organized

We are looking for a reliable, detail-oriented legal assistant/paralegal who can help manage the front end of a growing U.S. law firm. This is not a basic data-entry role. We need someone who understands legal intake, client communication, case organization, and how to move matters forward without constant hand-holding.

The ideal candidate can help with intake, client screening, client follow-up, drafting, medical record retrieval, inbox management, Clio updates, task tracking, and general law firm administration.

## About the Firm

We are a U.S.-based law firm handling personal injury, civil rights, trademark, and business law matters. We need someone who is organized, proactive, professional with clients, and able to help protect the attorney’s time by keeping cases and potential client leads moving.

## Responsibilities

* Review and organize new client inquiries
* Follow up with potential clients for missing information and documents
* Help screen intakes and summarize whether a case appears viable, needs more information, or should be declined
* Draft professional client emails and follow-up messages
* Maintain and update matters in Clio or similar case management software
* Create tasks, reminders, notes, and follow-up items
* Manage inbox/admin follow-ups so nothing falls through the cracks
* Request medical records, medical bills, police reports, i ---------- reports, and other supporting documents
* Follow up with providers, clients, insurance adjusters, and other third parties
* Draft basic legal documents and correspondence from templates
* Assist with letters of representation, demand package preparation, reduction requests, and case status updates
* Organize client files, medical records, bills, evidence, and case documents
* Assist with workflow improvements, checklists, SOPs, and tracking systems
* Provide weekly updates on active intakes, pending documents, and case progress

## Required Experience

Applicants must have experience with legal intake, client communication, case management, and legal administrative support. Personal injury experience is strongly preferred.

You must be comfortable communicating professionally with clients and following up consistently. You must be able to write clear emails, summarize case facts, organize documents, and keep track of many moving pieces.

## Preferred Qualifications

* Juris Doctor, attorney/lawyer in your country, law graduate, or current law student
* U.S. personal injury law firm experience
* Civil litigation, civil rights, employment, or plaintiff-side experience
* Experience with Clio, Filevine, Litify, Needles, PracticePanther, or similar platforms
* Experience requesting and organizing medical records and bills
* Experience drafting letters of representation, demand letters, client updates, or legal correspondence
* Strong English writing skills
* Strong attention to detail
* Ability to work independently and ask good questions
* Experience creating SOPs, workflows, trackers, or intake systems

## Do Not Apply If:

* You have no Clio experience
*You have no legal intake experience
* You have no law firm experience
* You are not comfortable communicating with clients
* You cannot draft professional emails in English
* You need constant supervision for basic legal admin tasks
* You are only looking for short-term work
* You are not comfortable using legal case management software
* You are not willing to follow detailed instructions and checklists

## Ideal Candidate

The ideal candidate is someone who can become a long-term right hand to the attorney. You should be able to help manage intake, communicate with clients, organize case files, assist with drafting, retrieve medical records, update Clio, manage follow-ups, and help improve workflow.

We are looking for someone who is proactive, organized, calm under pressure, and serious about growing with the firm.

## To Apply

Please send:

1. Your resume
2. Your hourly rate
3. A brief explanation of your U.S. law firm experience
4. A list of legal software you have used
5. A short explanation of your experience with intake, client communication, medical record retrieval, Clio, and drafting
6. A writing sample or sample client email, if available

Please include the phrase **“Legal Intake + Clio Experience”** in your application so we know you read the full post.