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Remote Client Legal Intake Specialist

Law Offices of Vlad Portnoy – Estate Planning & Elder Law

Fully Remote | Full-Time

Join a Growing Estate Planning & Elder Law Firm While Working From Home

The Law Offices of Vlad Portnoy is a growing New York estate planning and elder law firm dedicated to helping families navigate important legal decisions with clarity, compassion, and proactive planning.

We are seeking a highly organized, empathetic, and proactive Remote Client Legal Intake Specialist to serve as the first point of contact for prospective clients.

This position plays a critical role in client experience, lead conversion, intake coordination, and communication between clients and the legal team.

This is a full-time remote position ideal for someone who thrives in client-facing environments, communicates clearly under pressure, and enjoys combining empathy, organization, and technology.

If you excel in relationship-building, follow-up, and delivering exceptional client experiences, we encourage you to apply.

Position Details:

Job Type: Full-Time

Work Location: Fully Remote

Industry: Estate Planning, Elder Law, Legal Services

Compensation & Benefits

• Competitive salary based on experience
• Performance-based incentives tied to client conversion and client experience
• Paid time off and holidays
• Professional development opportunities
• Growth opportunities within a modern and evolving legal practice
• Fully remote work environment

About Our Culture

At the Law Offices of Vlad Portnoy, we believe legal services should combine innovation with genuine human connection.

We Value:

• Human-Centered Innovation
• We embrace AI tools, modern systems, and continuous learning while ensuring empathy remains central to every client interaction.
• Unapologetic Truth
• We provide honest, direct, and thoughtful guidance so clients can make informed decisions confidently.
• Prevention Over Crisis Management
• We proactively identify and address issues before they become larger problems.

The Ideal Candidate:

This role is ideal for a professional who:

• Communicates clearly, kindly, and confidently
• Stays calm and organized under pressure
• Prevents problems before they escalate
• Balances empathy with professionalism
• Is comfortable using AI tools and technology
• Takes ownership, follows through consistently, and enjoys helping people
• Performs well in a remote, self-managed environment

If you are looking for a meaningful remote legal intake role where client experience truly matters and want to grow within a modern legal practice, we encourage you to apply.

Apply today to join the Law Offices of Vlad Portnoy.

$8 - $9 hourly

• Respond to inbound phone calls, emails, and website inquiries from prospective clients
• Conduct intake calls and gather relevant information regarding potential legal matters
• Determine whether inquiries are a fit for the firm’s services
• Schedule consultations and clearly explain next steps in the intake process
• Follow up consistently with current leads, past leads, and former clients to improve conversion rates and client experience
• Collaborate with attorneys and staff to ensure smooth client handoffs and continuity of care
• Maintain organized and accurate CRM records, intake notes, and client communications
• Support operational improvements and contribute to stronger backend systems as the firm grows

• Excellent English communication skills required (C1+ proficiency minimum)
• Russian language skills highly preferred but NOT required
• Additional languages are a plus
• 2+ years of experience in legal intake, customer service, hospitality, sales, or another client-facing role preferred
• Experience in a law firm, estate planning practice, elder law environment, or professional services setting is strongly preferred
• Strong written communication, professionalism, empathy, and sound judgment
• Exceptional attention to detail and follow-through
• Ability to work independently in a remote environment while staying organized and responsive
• Comfortable learning and using technology and new software platforms
• Familiarity with Lawmatics, MyCase, or similar CRM/case management software is a plus
• Experience using Claude, GenAI tools, or AI-assisted workflows is strongly preferred

At NY Wills & Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, we’d love to have you on our team.