About Jose Villegas
Jose Villegas is a bilingual Virtual Assistant with over 5 years of professional experience supporting legal teams and businesses across legal, real estate, and medical environments. His background includes client intake, legal administrative assistance, case management support, bilingual communication, and customer service. He has experience communicating with clients, insurance adjusters, insurance companies, police departments, and courts, as well as preparing case summaries, translating information between Spanish and English, and maintaining organized case records. He has hands-on experience with Filevine, SmartAdvocate, and MyCase, supporting case-related workflows and administrative tasks. His additional experience in customer support and business operations includes product research, quote preparation, order entry, purchase order coordination, supplier communication, and account organization. He has also worked with SAGE, HighSpot, and Canva in promotional product and business support workflows. Jose combines clear communication, attention to detail, adaptability, and a practical approach to helping teams stay organized and focused on their priorities.
Key Responsibilities & Deliverables for this Role
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Manage client intake, collect relevant information, and maintain organized client records.
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Provide bilingual communication and Spanish-English translation support for clients and legal teams.
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Assist with legal case management, case summaries, document organization, and administrative follow-ups.
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Communicate with insurance adjusters, insurance companies, police departments, and courts as required.
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Update and organize case information using legal case management platforms such as Filevine, SmartAdvocate, and MyCase.
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Support daily business operations through customer service, product research, quote preparation, order entry, and purchase order coordination.
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Coordinate administrative follow-ups, supplier communications, and account documentation to keep workflows organized.
Why Jose Excels
Bilingual communication: Able to assist English- and Spanish-speaking clients and support accurate communication between both languages.
Legal administrative experience: More than 5 years of professional experience, including client intake, case coordination, legal support, and communication with insurance companies and other institutions.
Practical software experience: Hands-on experience with Filevine, SmartAdvocate, and MyCase, including familiarity with their case management workflows.
Versatile business support: Experience across legal assistance, customer service, promotional product operations, order entry, and supplier coordination.
Organized and adaptable: Comfortable managing administrative details, following up on pending tasks, and supporting different teams and business needs.
