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Virtual Assistant Intake Jobs in Texas (NOW HIRING)

Equivity, Inc.

Virtual Paralegal

Houston, TX · Remote

$26/hr

Equivity is seeking a skilled virtual paralegal with recent law firm experience and proficiency in ... Intake & Case Setup: Assist with client intake, gather relevant documents and information, open and ...

DAWSON

Certified Medical Assistant

San Antonio, TX

$45K - $50K/yr

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

DAWSON

Certified Medical Assistant

San Antonio, TX

$45K - $50K/yr

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

DAWSON

Certified Medical Assistant

San Antonio, TX · On-site

$45K - $50K/yr

The Virtual Medical Center provides Virtual Health services to multiple MTFs in the continental ... Instruct all patients on completion of data intake (Part one assessments of provider intake forms ...

McKesson

Lead GCO/GIO Service Manager

Irving, TX

$145K - $242K/yr

Lead intake, prioritization, and governance of initiatives to maximize business value and risk ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...

McKesson

Lead GCO/GIO Service Manager

Irving, TX

$145K - $242K/yr

Lead intake, prioritization, and governance of initiatives to maximize business value and risk ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...

Inframark

Administrative Assistant II

Katy, TX · On-site

$16.75 - $23/hr

This role ensures timely intake, review coordination, compliance with governing documents, and ... virtual training sessions (Zoom/Teams) Fee & Deposit Management * Ensure applications are not ...

Inframark

Administrative Assistant II

Katy, TX · Hybrid

$16.75 - $23/hr

This role ensures timely intake, review coordination, compliance with governing documents, and ... virtual training sessions (Zoom/Teams) Fee & Deposit Management * Ensure applications are not ...

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Virtual Assistant Intake information

What are the key skills and qualifications needed to thrive as a Virtual Assistant Intake, and why are they important?

To thrive as a Virtual Assistant Intake, you need excellent organizational abilities, attention to detail, and strong communication skills, often supported by experience in administrative roles or customer service. Familiarity with CRM systems, scheduling software, and cloud-based collaboration tools is typically required. Exceptional interpersonal skills, discretion, and the ability to multitask make someone stand out in this position. These skills ensure efficient client onboarding, smooth workflow management, and a positive first impression for the organization.

What are some common challenges faced by Virtual Assistant Intake professionals, and how can they be managed effectively?

Virtual Assistant Intake professionals often navigate high volumes of inquiries and must accurately gather and organize client information, which can sometimes be overwhelming. Effective time management and the use of robust CRM tools are essential to keep track of details and ensure prompt follow-up. Additionally, clear communication and active listening skills help avoid misunderstandings and ensure all client needs are addressed efficiently. Collaborating closely with other team members, such as account managers or support staff, also helps distribute workload and maintain service quality.

What are Virtual Assistant Intake specialists?

Virtual Assistant Intake specialists are remote professionals who handle the initial onboarding, screening, and information gathering processes for clients or customers. They often serve as the first point of contact, collecting essential details, assessing needs, and ensuring that all necessary information is properly documented for further action. Their work streamlines workflows, improves client experiences, and supports organizations in managing new requests efficiently. This role is especially common in healthcare, legal, and service-based industries.

What is the difference between Virtual Assistant Intake vs Virtual Assistant?

AspectVirtual Assistant IntakeVirtual Assistant
CredentialsBasic administrative skills, familiarity with communication toolsSame as Intake, often with additional specialized skills
Work EnvironmentRemote, client-facing, often involves onboardingRemote, supporting various client tasks
Employer & Industry UsageUsed in service onboarding, client managementGeneral support across industries
Search & Comparison IntentFocus on client onboarding and intake processesBroader support tasks

The main difference is that a Virtual Assistant Intake specializes in onboarding and initial client communication, while a Virtual Assistant provides ongoing support across various tasks. Intake roles focus on client setup, whereas Virtual Assistants handle day-to-day administrative or operational duties.

What are popular job titles related to Virtual Assistant Intake jobs in Texas? For Virtual Assistant Intake jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Virtual Assistant Intake jobs in Texas look for? The top searched job categories for Virtual Assistant Intake jobs in Texas are:
What cities in Texas are hiring for Virtual Assistant Intake jobs? Cities in Texas with the most Virtual Assistant Intake job openings:
Virtual Assistant Intake jobs near you

Virtual Paralegal

Equivity, Inc.

Houston, TX • Remote

$26/hr

Part-time

Posted 2 days ago

Job description

Rate: $26.00/hour
Type: Part-time
Location: Remote — open to applicants anywhere in the U.S.

Equivity is seeking a skilled virtual paralegal with recent law firm experience and proficiency in at least two practice areas, such as litigation, criminal, estate planning, immigration, bankruptcy, corporate law, or family law.
In this role, you’ll work as part of a dedicated, long-term team of legal professionals, partnering directly with attorneys while remaining fully supported by Equivity’s internal operations and leadership. We are looking for a highly organized, detail-oriented professional with strong knowledge of law who can manage multiple cases, anticipate attorney needs, and thrive in a remote environment.
Key Responsibilities:


  • Intake & Case Setup: Assist with client intake, gather relevant documents and information, open and organize case files, and ensure proper documentation at the outset of each matter
  • Case Management: Manage matters from intake through resolution, maintaining organized files and ensuring all deadlines and requirements are tracked and met
  • Document Drafting: Draft, edit, and format legal documents including pleadings, correspondence, discovery, and other case-related materials
  • Court Filings: Prepare and file documents in accordance with court rules, including e-filing and maintaining proof of service and filing confirmations
  • Discovery Support: Prepare and respond to discovery, track deadlines, coordinate document collection, and assist with document review and production
  • Legal Research: Conduct legal and factual research and prepare summaries for attorney review
  • Trial Preparation: Assist with pretrial preparation, including exhibits, witness lists, trial binders, and coordination of logistics
  • Calendar & Deadline Management: Maintain case calendars, monitor deadlines, and coordinate hearings, filings, and appointments
  • Client & Third-Party Communication: Communicate professionally with clients, courts, opposing counsel, and vendors to support case progression
  • Case Progression & Follow-Up: Proactively follow up on outstanding items, ensure matters continue moving forward, and anticipate attorney needs
  • Criminal Law Support (Preferred): Provide support on criminal matters as needed, including preparing and organizing case files, assisting with filings and discovery, tracking court dates, and supporting overall case management through resolution
About You:


  • 3+ years of recent law firm paralegal experience in at least two legal areas (litigation, criminal, estate planning, bankruptcy, corporate law, or family law)
  • Bachelors Degree Required
  • Minimum availability of 20 hours/week to start
  • Ability to work independently and manage multiple cases
  • Strong attention to detail and communication skill
  • Proficiency with Microsoft Office and Adobe
  • Experience with legal software (Clio or similar is a plus)
  • Experience with criminal law a plus
  • Windows-based computer preferred
  • Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)
Why You’ll Love Working Here
At Equivity, you are part of a dedicated, internally managed team of legal professionals—not a temporary placement. We provide ongoing work with established attorneys while maintaining the flexibility of remote work. You’ll be supported by an experienced operations team and work in a collaborative, professional environment that values quality and long-term relationships.

Benefits


  • Medical, dental, and vision coverage
  • Paid sick time and employee discounts
  • Annual performance bonuses
  • 6-month pay review with potential hourly increase based on performance
  • Reimbursement of certain expenses
  • Professional development and advancement opportunities
  • Supportive and inclusive remote work culture

About Equivity
Equivity provides virtual paralegal, administrative, reception, staffing and marketing services to attorneys and businesses nationwide. Our team works remotely while maintaining a collaborative, professional environment built on long-term support, consistency, and client success.
To apply, visit www.equivityva.com.
Equivity is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace.

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