Intake Specialist – Legal Intake, Client Conversion

This is a fully remote position, open to applicants in North America.

📋 Description

• Follow up with leads who have shown interest but have yet to schedule an appointment.

• Process payments for initial consultations.

• Conduct preliminary client screenings utilizing the firm’s intake script, documenting essential details such as client needs, urgency, and potential conflicts.

• Monitor and update appointment statuses within the case management system.

• Schedule initial consultations for qualified leads and issue appointment reminders as necessary.

• Accurately enter all client and lead information into the CRM, maintaining updated records at all times.

• Update the firm’s CRM and tracking systems with precise and current information regarding leads and consultations.

• Execute a structured follow-up process for no-shows and unengaged leads, including arranging reminder calls and sending follow-up emails.

• Provide pre-appointment follow-up to ensure clients are ready for their scheduled consultations.

• Assist in screening potential new clients by collecting basic information and directing qualified leads to the appropriate attorney or legal assistant.

• Utilize the firm’s intake script to determine the nature of the inquiry and ensure a seamless handoff to the legal team.

• Foster a welcoming and professional conversation to support the firm’s mission of delivering top-tier customer service.

⛳️ Requirements

• 1-2 years of prior experience in client intake, customer service, or sales.

• Strong organizational skills and proficiency in data entry.

• Capability to handle approximately 20 calls daily with professionalism and care.

• Experience in a legal environment is advantageous.

• Proficiency in Portuguese, English, and Spanish.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Annual bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.