Veta Virtual

Legal Intake Coordinator

Veta Virtual

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

VoIP

About the role

  • Serve as the first point of contact for individuals seeking bankruptcy protection and financial relief
  • Handle inbound calls, assess potential clients’ financial situations, explain the firm’s services clearly
  • Confidently guide qualified prospects toward signing with the firm whenever appropriate
  • Follow up with warm leads, re-engaging no-shows, and ensure that motivated prospects do not fall through the cracks
  • Document all conversations accurately and thoroughly in the firm’s systems
  • Collaborate with the internal team to refine intake processes and improve conversion performance

Requirements

  • 2+ years of experience in legal intake, sales, client conversion, or high-volume phone-based roles
  • Strong preference for candidates with bankruptcy law experience (Chapter 7 / Chapter 13 familiarity highly valued)
  • Proven ability to confidently handle inbound calls and guide prospects toward a decision
  • Strong verbal communication skills with a professional, reassuring phone presence
  • Ability to build trust quickly with individuals facing financial distress
  • Comfortable working in a performance-driven environment focused on client acquisition
  • Highly organized with strong documentation habits and attention to detail
  • Reliable internet connection and professional remote work setup
  • Experience with RingCentral or similar VoIP systems is a plus.
Benefits
  • Competitive compensation in USD per month, based on experience
  • Paid time off + U.S. national holidays off
  • Fully remote role — work from anywhere with a professional home setup
  • Opportunity to grow within legal intake, client acquisition, and bankruptcy law operations
  • A supportive, transparent, and structured work environment through Veta Virtual and our client
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
legal intakeclient conversionhigh-volume phone-based rolesbankruptcy lawChapter 7Chapter 13documentationperformance-driven environmentclient acquisition
Soft Skills
verbal communicationprofessional phone presencetrust buildingorganizational skillsattention to detail