Monthly Rate

$1,500.00

Marketplace Region

Skill Tags

Intake
Case Management
Client Communication
Family Law
Estate Planning & Probate
Intake
Case Management
Client Communication
Family Law
Estate Planning & Probate

Industry Tags

Legal
Legal

Summary and Background

With over 3 years of legal support experience for U.S. personal injury (PI) and family law firms, he has handled tasks such as intake, screening, document management, administrative duties, and calendar/inbox management. He has supported both high-volume PI teams and solo attorney setups. Previously, he balanced two roles (full-time and part-time) to support his wife’s pregnancy, which was physically demanding, and he is not looking to repeat that. He is now focused on a single role and is available to start ASAP. 

"I believe customer service plays a big part whenever you're talking to people, especially with my experience. I have been doing that for quite a while, so I know how to communicate with people. I know how to pacify, to empathize with them, so it’s pretty much a walk in the park, I want to say. Not just that, my sales skill is kind of like helping me as an intake specialist, because convincing people is another thing. And in intake, you always want to make sure that they would sign up, that they would be interested in your firm, and for you to be able to convince them."
- Peter Joshua Glinoga, [2:00 -2:50]

Highlights and Overview
> Handled client intake calls, gathered case details, and forwarded qualified leads.
> Managed calendars, retrieved documents, and prepared legal correspondence.
> Communicated clearly and respectfully with clients in sensitive situations.
> Proposed and used a revised intake script to improve call efficiency.
> Helped launch and run an ERC program at a previous firm.
 
Tools
Clio, FileVine, CasePeer, Salesforce, HubSpot, Zoho, Bitrix
Monday.com, AppFolio, Zendesk
 
 
Employment History
Top Dog Law (June 2023 – Sept 2024) - Intake Specialist / Paralegal

  • Conducted intake interviews and assessed case viability

  • Managed calendar scheduling and document retrieval

  • Filed motions and sent legal documents (e.g., petitions)

  • Communicated with plaintiffs and opposing parties
    Reason for Leaving: Took leave due to wife's complicated childbirth and caregiving needs

KWG Law (April 2024 – October 2024) - Legal Assistant (Part-Time, Temporary)

  • Took on the role as a part-time reliever to earn extra income in preparation for his wife's upcoming delivery

  • Assisted a sole attorney with family law cases, including divorce, estate matters, and name changes

  • Reason for Leaving: Left when the original staff returned and his wife gave birth
    Lake Law Firm (Aug 2021 – Apr 2023) - Legal Assistant / ERC(Employee Retention Credit) Specialist

  • Evaluated client claims

  • Coordinated document collection with hospital; sent demand letters

  • Led pilot for ERC department

  • Outbound calls to business owners for ERC programs
    Reason for Leaving: ERC program dissolved, department closed and was let go.

 

Additional Details
Schedule: Amenable to work US hours
Availability: ASAP
Previous Salary: $1,350/month
Target Salary: $1500/month (negotiable)
Timetracker: Yes
Reference Checks: On-going

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