Virtual Assistant | Legal Intake & Appointment SettingVirtual Assistant | Legal Intake & Appointment Setting
Merry
ID Verified$1,500
per month
($9/hour)
Profile Description
Virtual Assistant with 8 years of customer support experience and nearly 2 years in legal intake, appointment setting, and lead generation. I help law firms and small businesses fill their calendars, qualify leads, and keep client follow-up on track. Results • 800+ qualified leads generated through targeted prospect research • 3,000+ prospects contacted monthly by phone, text, and email • 98% CRM data accuracy What I do: legal intake and lead qualification, appointment scheduling, inbound/outb...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Sales & Business Development
Marketing & Growth
Customer Success
Data & Analytics
E-commerce & Marketplace
Human Resources
Specialized Skills
Virtual Assistance & Admin
Work Experience
Event Concierge
Mayersohn Law Group, P.A.
Feb 2026 - Oct 2026
Key Achievements:
• Contacted 3,000+ prospects monthly by phone, text, and email to invite them to events. • Researched prospects against target client profiles, generating 800+ qualified leads. • Tracked RSVPs and confirmations, securing more than 50 attendees per event. • Greeted guests and handled inquiries on event days. • Verified and updated CRM records, maintaining 98% data accuracy.
Intake Specialist
ST Law Office, PLLC
Jan 2025 - Jan 2026
Key Achievements:
• Screened inbound inquiries and completed initial evaluations to qualify prospective clients. • Scheduled consultations and managed attorney calendars using Acuity, Google Calendar, and MyCase. • Handled inbound and outbound calls to follow up on leads and move them toward signed clients. • Processed and tracked invoices. • Handled social media engagement by replying to comments and direct messages, so prospects got help on social media and moved toward becoming signed clients.
Customer Service Representative
Amazon
Feb 2024 - Dec 2024
Key Achievements:
• Resolved chat and call inquiries from global customers. • Tracked packages and coordinated with third-party couriers to fix delivery problems. • Supported Amazon Sellers with account and operational questions. • Processed refunds, returns, and replacements.
Reporting Analyst
VXI Global Solutions
Feb 2023 - Feb 2024
Key Achievements:
• Extracted and analyzed system data to build detailed reports for Microsoft clients. • Identified trends and delivered clear, accurate insights that supported client decisions. • Led client update meetings to review results and needs.
Customer Service Representative (Technical Support)
VXI Global Solutions
Mar 2021 - Feb 2023
Key Achievements:
• Resolved Windows, Microsoft 365, and Comcast issues over live chat, including device activation and setup. • Processed subscription cancellations and refunds accurately. • Served as a Subject Matter Expert, giving guidance to peers. • Promoted to Reporting Analyst in Feb 2023.
Technical Support & Customer Service Representative
TP
Aug 2018 - Mar 2021
Key Achievements:
• Resolved internet connectivity and TV settings issues for Comcast customers worldwide. • Served as a Subject Matter Expert, mentoring team members. • Completed mobile technology upskilling initiatives.
Quick Stats
Certifications
Education
Associate's Degree
STI College
2014 - 2018
High-school
Notre Dame- Siena College of Tacurong
2010 - 2014