Remote Client Legal Intake Specialist Law Offices of Vlad Portnoy – Estate Planning & Elder Law Fully Remote | Full-Time Join a Growing Estate Planning & Elder Law Firm While Working From Home The Law Offices of Vlad Portnoy is a growing New York estate planning and elder law firm dedicated to helping families navigate important legal decisions with clarity, compassion, and proactive planning. We are seeking a highly organized, empathetic, and proactive Remote Client Legal Intake Specialist to serve as the first point of contact for prospective clients. This position plays a critical role in client experience, lead conversion, intake coordination, and communication between clients and the legal team. This is a full-time remote position ideal for someone who thrives in client-facing environments, communicates clearly under pressure, and enjoys combining empathy, organization, and technology. If you excel in relationship-building, follow-up, and delivering exceptional client experiences, we encourage you to apply. Position Details: Job Type: Full-Time Work Location: Fully Remote Industry: Estate Planning, Elder Law, Legal Services Compensation & Benefits • Competitive salary based on experience • Performance-based incentives tied to client conversion and client experience • Paid time off and holidays • Professional development opportunities • Growth opportunities within a modern and evolving legal practice • Fully remote work environment About Our Culture At the Law Offices of Vlad Portnoy, we believe legal services should combine innovation with genuine human connection. We Value: • Human-Centered Innovation • We embrace AI tools, modern systems, and continuous learning while ensuring empathy remains central to every client interaction. • Unapologetic Truth • We provide honest, direct, and thoughtful guidance so clients can make informed decisions confidently. • Prevention Over Crisis Management • We proactively identify and address issues before they become larger problems. The Ideal Candidate: This role is ideal for a professional who: • Communicates clearly, kindly, and confidently • Stays calm and organized under pressure • Prevents problems before they escalate • Balances empathy with professionalism • Is comfortable using AI tools and technology • Takes ownership, follows through consistently, and enjoys helping people • Performs well in a remote, self-managed environment If you are looking for a meaningful remote legal intake role where client experience truly matters and want to grow within a modern legal practice, we encourage you to apply. Apply today to join the Law Offices of Vlad Portnoy. Responsibilities: • Respond to inbound phone calls, emails, and website inquiries from prospective clients • Conduct intake calls and gather relevant information regarding potential legal matters • Determine whether inquiries are a fit for the firm’s services • Schedule consultations and clearly explain next steps in the intake process • Follow up consistently with current leads, past leads, and former clients to improve conversion rates and client experience • Collaborate with attorneys and staff to ensure smooth client handoffs and continuity of care • Maintain organized and accurate CRM records, intake notes, and client communications • Support operational improvements and contribute to stronger backend systems as the firm grows Qualifications: • Excellent English communication skills required (C1+ proficiency minimum) • Russian language skills highly preferred but NOT required • Additional languages are a plus • 2+ years of experience in legal intake, customer service, hospitality, sales, or another client-facing role preferred • Experience in a law firm, estate planning practice, elder law environment, or professional services setting is strongly preferred • Strong written communication, professionalism, empathy, and sound judgment • Exceptional attention to detail and follow-through • Ability to work independently in a remote environment while staying organized and responsive • Comfortable learning and using technology and new software platforms • Familiarity with Lawmatics, MyCase, or similar CRM/case management software is a plus • Experience using Claude, GenAI tools, or AI-assisted workflows is strongly preferred Compensation: $8 - $9 hourly

• Respond to inbound phone calls, emails, and website inquiries from prospective clients • Conduct intake calls and gather relevant information regarding potential legal matters • Determine whether inquiries are a fit for the firm’s services • Schedule consultations and clearly explain next steps in the intake process • Follow up consistently with current leads, past leads, and former clients to improve conversion rates and client experience • Collaborate with attorneys and staff to ensure smooth client handoffs and continuity of care • Maintain organized and accurate CRM records, intake notes, and client communications • Support operational improvements and contribute to stronger backend systems as the firm grows