Client Experience Representative (REMOTE)

The Client Experience Representative (CER) plays a key role in delivering a proactive, empathetic, and consistent client experience throughout the legal case journey. The CER serves as a central point of contact for client inquiries, provides timely case information within approved guidelines, resolves concerns whenever possible during the first interaction, and coordinates with case teams to ensure appropriate follow-up and escalation. This role supports client satisfaction while allowing production departments to focus on advancing cases.

This is a Virtual Assistant position as an independent contractor. Paid time off and healthcare benefits are not provided. 

Full-time availability is required for a 40-hour workweek with two days off. Depending on business needs, one weekend day may be included in your schedule.

Preferred Schedule Time: Monday - Friday 9:00 AM EST - 5:30 PM EST

Responsibilities

• Professionally and warmly assist clients through inbound and outbound calls and other approved communication channels.
• Conduct welcome, courtesy, and proactive follow-up calls based on case stage, client needs, and established contact timelines.
• Provide accurate case-status information, process explanations, and answers to frequently asked questions using approved department SOPs, training materials, and authorized case information.
• Work toward First Contact Resolution (FCR) by addressing inquiries and concerns during the initial interaction whenever the matter is within CER authority.
• Listen empathetically, identify client dissatisfaction, apply de-escalation techniques, and follow established protocols for urgent matters, repeat contacts, and escalations.
• Coordinate with assigned case owners, specialists, POD leaders, and managers when a question requires legal judgment, a case decision, or department-specific action.
• Accurately document client interactions, requested updates, follow-up commitments, and escalations in Litify and other approved systems.
• Follow up on open client concerns and assigned tasks to help ensure timely responses and clear communication.
• Assist with client-experience workflows, including low-sentiment calls, voicemail follow-up, and courtesy-call outreach as assigned.
• Protect client confidentiality, maintain professional communication, and avoid providing unauthorized legal advice or making commitments outside approved procedures.
• Participate in Train the Trainer sessions, department discovery training, coaching, and ongoing updates to firm processes and case-stage workflows.
• Collaborate with team members and leadership to identify recurring client concerns, opportunities to improve communication, and process improvements.

• Professional fluency in both English and Spanish, including strong written and verbal communication skills, is required for this role.
• Availability to work at least 30 hours per week
• Prior law firm or legal industry experience is preferred but not required.
• Previous customer service experience required; call center, client relations, or administrative experience preferred.
• Strong communication, active listening, empathy, organization, and problem-solving skills.
• Ability to manage multiple client requests, document information accurately, and follow established escalation procedures.
• Comfort using case-management systems and learning new technology and department workflows.
• Virtual assistant roles supporting U.S. businesses
• CRM or case management systems (Litify, Filevine, SmartAdvocate, Clio, etc.)