Client Intake Assistant

Receptionist / Client Intake Assistant **Title:** Remote Receptionist / Client Intake Assistant – Veterans Disability Law Firm ## About Vet Defender Vet Defender is a law firm focused on helping veterans navigate VA disability claims and appeals. We are looking for a dependable, professional, and compassionate **Receptionist / Client Intake Assistant** to join our team. This is an important client-facing position. You will often be one of the first people a veteran speaks with when contacting our firm, so we need someone who communicates professionally, stays organized, follows through, and treats every client with respect. ## Compensation **Starting Pay: $1,000 USD per month** This is intended to be a long-term position for the right person. ## Responsibilities * Answer and manage incoming phone calls * Professionally greet veterans and prospective clients * Conduct basic intake and gather required information * Schedule consultations and appointments * Make outbound follow-up calls when needed * Respond to routine emails and client inquiries * Take accurate, detailed messages * Enter and update client information in our case management/CRM systems * Upload and organize documents * Route calls, messages, and documents to the appropriate team member * Follow up with clients regarding requested information or documents * Maintain confidentiality of client and firm information * Complete administrative tasks assigned by attorneys and case managers * Follow firm procedures, scripts, and workflows ## What We're Looking For The ideal candidate is: * **Fluent in spoken and written English** * Professional and confident on the phone * Friendly, patient, and empathetic * Highly organized and detail-oriented * Reliable and responsive during scheduled working hours * Comfortable speaking with veterans who may be frustrated or dealing with difficult circumstances * Able to learn new software and processes quickly * Able to follow detailed instructions and established procedures * Comfortable handling a high volume of calls, messages, and administrative tasks * Able to protect confidential and sensitive information * Looking for a stable, long-term opportunity Previous experience as a **receptionist, virtual assistant, legal assistant, intake specialist, customer service representative, or call center representative** is strongly preferred. Experience working for a law firm, medical office, veterans organization, or other professional services business is a plus, but not required. ## Technology Requirements Applicants should have: * Reliable high-speed internet * Reliable computer * Quiet and professional workspace * Quality headset and microphone * Ability to participate in video meetings when required * Familiarity with Google Workspace, Microsoft Office, CRM systems, or similar business software ## Important This position involves access to confidential client information. Professionalism, discretion, accuracy, and confidentiality are essential. Vet Defender maintains internal training resources and workflows to help team members understand our processes and effectively assist veterans. ## How to Apply Please submit an Upwork proposal that includes: 1. A brief introduction about yourself and your relevant experience. 2. Your experience handling phone calls or working directly with clients/customers. 3. Any previous experience with law firms, legal intake, medical offices, veterans, or case management. 4. Your typical internet speed and computer/workspace setup. 5. Your availability and time zone. 6. Confirmation that you are comfortable with a starting compensation of **$1,000 USD per month**. 7. The phrase **“VETERAN FIRST”** at the beginning of your proposal so we know you read the entire posting. **Please do not apply if you are unable to consistently work your agreed schedule, do not have a quiet environment for professional phone calls, or are uncomfortable speaking directly with clients.** We are looking for someone who wants to become a dependable, long-term member of the Vet Defender team. We are going to hire fast.