Legal Intake & Operations Virtual Assistant (Social Security Disability – Remote)

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: TYPE OF WORK

Full Time

: SALARY

$4-$6 per hour

: HOURS PER WEEK

40

: DATE UPDATED

Mar 24, 2026

JOB OVERVIEW

Company Overview:
We are a U.S.-based legal services platform focused on helping individuals resolve Social Security disability and overpayment issues. Our mission is to provide efficient, professional, and compassionate support to clients navigating the Social Security system.

We are seeking a reliable, detail-oriented Virtual Assistant with experience in legal intake, client communication, and workflow management—preferably with exposure to Social Security Disability (SSDI/SSI) processes.

Position Overview:
This role is critical to our daily operations. You will be responsible for managing client intake, organizing workflows, and ensuring smooth scheduling and follow-up.

You will be the first point of contact for clients, so professionalism, empathy, and attention to detail are essential.

Key Responsibilities:
Client Intake & Communication
• Answer inbound messages and calls (if required)
• Collect and enter client information accurately
• Follow intake scripts to gather required details
• Maintain professional and empathetic communication

Data Entry & Case Management
• Enter client data into CRM or tracking system
• Update case status and maintain organized records
• Track missing documents and follow up with clients

Workflow Management
• Monitor case progress from intake to consultation
• Ensure all required information is collected before next steps
• Flag urgent or high-priority cases

Scheduling
• Schedule consultations and calls
• Send confirmations and reminders
• Manage calendar updates

Preferred Qualifications:
• Experience working with U.S. law firms or legal services
• Experience with Social Security Disability (SSDI/SSI) or similar processes
• Familiarity with intake forms, case tracking, or CRM systems
• Strong English communication (written and verbal)
• High attention to detail and organization
• Ability to follow structured processes and scripts

Work Schedule:
• Full-time or part-time (flexible)
• Must be available during U.S. business hours (or overlap)

To Apply, Please Answer the Following:

1. Do you have experience working with Social Security Disability (SSDI/SSI) cases or similar legal processes? Please describe.

2. Have you worked in client intake or handled inbound calls/messages before?

3. What tools or CRMs have you used?

4. How do you ensure accuracy when entering client information?

5. Why are you a good fit for this role?

Bonus (Not Required):
• Experience with SSA forms (SSA-632, SSA-561, etc.)
• Experience in U.S. legal intake or case management

We are looking for someone long-term who can grow with the company. Reliable, proactive candidates with strong communication skills are encouraged to apply.

SKILL REQUIREMENT

Customer Support Legal Services Customer Relationship Management

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Legal Intake & Operations Virtual Assistant (Social Security Disability – Remote)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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