What are the responsibilities and job description for the Paralegal / Intake Specialist - ERTC position at Zirtual?
Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations. Zirtual offers paralegals in every practice area and state, both transactional and litigation.
Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.
The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal is responsible for being the main point of contact for their assigned client(s), and being familiar with each clients' needs and preferences.
The paralegal must have consistent and proactive communication with clients and the Account Supervisors. Paralegals are expected to be available for clients during business hours as agreed upon with each client, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily basis using a provided tool, respond to all communication within a mutually established response time expectation tailored to each client's needs, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.
Position Summary
This role is ideal for a detail-oriented legal professional who is comfortable on the phone, follows structured processes well, and can confidently manage client intake conversations and document coordination in a fast-paced environment.
80 hours per month
Position Overview
This project-based role will support a high-volume ERTC operation serving clients across approximately 42 states. The selected candidate will conduct scripted intake calls, gather qualifying information, coordinate document collection, and maintain organized client records through Microsoft OneDrive.
The engagement is expected to last approximately 6-8 weeks, with an anticipated workload of around 80 hours per month.
Responsibilities
Requirements
Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.
The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal is responsible for being the main point of contact for their assigned client(s), and being familiar with each clients' needs and preferences.
The paralegal must have consistent and proactive communication with clients and the Account Supervisors. Paralegals are expected to be available for clients during business hours as agreed upon with each client, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily basis using a provided tool, respond to all communication within a mutually established response time expectation tailored to each client's needs, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.
Position Summary
This role is ideal for a detail-oriented legal professional who is comfortable on the phone, follows structured processes well, and can confidently manage client intake conversations and document coordination in a fast-paced environment.
80 hours per month
Position Overview
This project-based role will support a high-volume ERTC operation serving clients across approximately 42 states. The selected candidate will conduct scripted intake calls, gather qualifying information, coordinate document collection, and maintain organized client records through Microsoft OneDrive.
The engagement is expected to last approximately 6-8 weeks, with an anticipated workload of around 80 hours per month.
Responsibilities
- Conduct scripted intake calls with prospective clients
- Ask qualification questions using a provided framework
- Record and coordinate call transcripts for internal use
- Collect and organize client documentation within OneDrive
- Maintain accurate intake records and organized digital files
- Communicate professionally and efficiently with prospective clients
- Follow established workflows and processes with minimal supervision
- Prior paralegal or legal intake experience
- Comfortable conducting live client calls
- Strong organizational and communication skills
- Experience with Microsoft 365 and cloud-based file management
- Ability to work independently in a remote environment
- US-based candidate required
- Tax or financial services familiarity
- Experience with ERTC matters
- Experience following structured intake scripts and workflows
- Ability to ramp up quickly in a fast-moving environment
- Fully remote position
- Central Time preferred; Eastern Time candidates also considered
- Project-based engagement expected to run 6-8 weeks
- Immediate start preferred
Requirements
- Business hour availability
- Reliable home internet and computer
- Remote work experience preferred
- Compensated a 1099 independent contractor