Intake Specialist – Legal Intake, Client Conversion Specialist

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

📋 Description

• Accurately input all client and lead details into the CRM while ensuring records are consistently updated.

• Reach out to leads who have shown interest but have not yet booked an appointment.

• Engage in welcoming and professional conversations that align with the firm’s commitment to providing exceptional customer service.

• Arrange initial consultations for qualified leads and send appointment reminders as necessary.

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

• Utilize the firm’s intake script to determine the nature of inquiries and facilitate a seamless transition to the legal team.

• Assist in evaluating potential new clients by collecting essential information and directing qualified leads to the right attorney or legal assistant.

• Perform initial client screenings using the firm’s intake script, documenting critical information such as client needs, urgency, and any potential conflicts.

• Establish a structured follow-up process for no-shows and disengaged leads, including scheduling reminder calls and sending follow-up emails.

• Process payments for initial consultations.

• Conduct pre-appointment follow-ups to ensure clients are ready for their scheduled consultations.

• Refresh the firm’s CRM and tracking systems with precise and up-to-date information regarding leads and consultations.

⛳️ Requirements

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

• Strong organizational skills and proficiency in data entry.

• Capacity to manage approximately 20 calls daily with professionalism and care.

• Experience in a legal setting 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.