Descripción del puesto:

The Legal Executive position requires leadership, initiative, a strong work ethic, and attention to detail to support the smooth daily operations of Vergara Miller Law Firm. This role involves cross-functional teamwork, strategic planning, and a strong commitment to the firm’s mission of changing people’s lives.

The Legal Executive serves as the first point of contact for clients, providing exceptional customer service and ensuring every interaction reflects the firm’s core value: “Family comes first and we treat our clients like family. We change families’ lives.” The position is also responsible for maintaining an organized work environment, supporting sales efforts, and helping ensure alignment with performance expectations, the company vision, and continuous improvement.

Task and Responsibilities

Client Interaction, Consultations and Conversion:

Conduct detailed client consultations/intakes using approved scripts and gather comprehensive factual information related to the client’s situation
Offer attorney approved relief to client within 24 hours of initial consultation/intake in a clear and accurate manner

Attorney Handoff & Case Preparation

Complete and analyze all relevant information to identify and build a complete and accurate case narrative
Create organized and accurate/factual case summary for attorney review based on client consultation/intake
Provide recommendation for attorney team for review and approve (without diagnosing relief type) within workflow timeline
Ensure no case is closed or advanced without attorney involvement

Task Management:

Manages consultations schedules effectively and complete assigned tasks promptly
Review and complete tasks timely in CRM promptly and ensure all client interactions are properly documented
Maintain detailed, accurate and timely notes in CRM in accordance to SOP.

Adherence to SOPs:

Follow all Legal Executive SOPs and workflows strictly
Participate in call audits, coaching, and performance reviews
Implement feedback to improve quality and compliance
Ensure that all processes were followed correctly and details on consultations are good according to SOP.

Compliance & Role Boundaries

Refrain from providing legal advice or eligibility determinations without approval from attorney team
Avoid guaranteeing outcomes or suggesting legal relief before attorney approval
Clearly explain the firm’s process and attorney-led decision model
Ensure all communications align with compliance standards

Core Values & Work Ethic

Committed to the firm’s core values and contributing to the business growth.

Commit to the Cause: Help immigrants emerge from the shadows and be treated equally
100 × 100: You’re 100% responsible always—treat teammates with full respect. We call it 100X100
Make It Happen: Identify opportunities, solve the problem independently, and take action without waiting for directions
Break the Ceiling: Go beyond known limits and reach for the stars.

Tipo de puesto: Tiempo completo

Beneficios:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experiencia:

sales: 2 años (Obligatorio)

Idioma:

español (Obligatorio)

Lugar de trabajo: Empleo presencial

Vergara Miller Law Firm

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