Legal Client Services Specialist

This is a fully remote position, open to applicants in Honduras, +6 more countries.

📋 Description

• Conduct outbound calls to potential clients who require further follow-up.

• Handle inbound leads and assist prospective clients throughout the initial intake process.

• Respond to incoming calls, serving as a professional first point of contact.

• Arrange paid consultations and input appointments into the relevant calendar.

• Collaborate with the legal team to facilitate consultation scheduling and enhance lead conversion.

• Engage in professional communication with prospective clients and internal team members.

• Ensure a consistent and organized intake experience.

• Monitor lead activity and update communication records within the CRM.

• Manage appointment coordination via Calendly and Outlook.

• Dispatch consultation reminders and follow-up communications.

• Keep accurate and up-to-date lead information in Clio Grow and Clio Manage.

• Assist with intake processes for estate planning, probate, partitions, and personal injury cases.

⛳️ Requirements

• At least 1 year of experience in a client-facing position, including customer service or sales.

• Proficient in advanced/native-level English, both written and verbal.

• Background in intake, lead management, customer service, appointment scheduling, reception, or a similar client-facing role.

• Ability to communicate clearly and professionally in verbal interactions.

• Strong client service capabilities.

• Professional telephone manners.

• Experience in managing inbound leads.

• Skills in outbound follow-up.

• Expertise in scheduling consultations.

• Proficiency in calendar coordination.

• Experience with CRM management.

• Accurate data entry skills.

• Keen attention to detail.

• Results-driven mindset.

• Strong work ethic.

• Professional demeanor.

• Ability to collaborate effectively within a team.

• Excellent organization and time management skills.

• Reliability and accountability in task completion.

• Capability to handle multiple priorities simultaneously.

• Consistent follow-through on tasks.

• Proficiency with Clio Grow, Clio Manage, Ooma, Outlook, and Calendly.

• Availability to work from 8:00 AM to 5:00 PM EST/EDT.

🏝️ Benefits

• Opportunity for remote work.

• Certification as a Great Place to Work.

• Full-time schedule from Monday to Friday.