Legal Intake Specialist

This is a fully remote position, open to applicants in Brazil, +1 more country.

📋 Description

• Oversee both inbound and outbound telephone communications.

• Collect and input information from potential clients following established intake protocols.

• Organize scheduling requests, manage appointment rescheduling, and handle cancellations.

• Keep accurate, organized, and current records.

• Handle communications via RingCentral and email platforms.

• Direct calls and inquiries to the appropriate team members.

• Deliver a positive first impression through clear, courteous, and client-centered communication.

• Make around 16 to 30 outbound calls daily as required.

• Manage approximately 16 to 30 inbound calls each day.

• Record calls, messages, intake details, and follow-up actions.

• Input, update, and maintain client and prospect information in Actionstep.

• Follow up on pending requests.

• Manage voicemail, return calls, and convey messages accurately.

• Adhere to established workflows and support additional intake-related and administrative tasks.

⛳️ Requirements

• Available Monday to Friday, from 8:30 a.m. to 5:30 p.m. Eastern Time, with a lunch break from 1:00 p.m. to 2:00 p.m.

• Prior experience in customer service, call management, intake, reception, or a similar role.

• Excellent verbal and written communication skills in English.

• Professional phone etiquette and a client-oriented approach.

• Strong organizational abilities and keen attention to detail.

• Capability to manage multiple calls, requests, and follow-up tasks throughout the day.

• Dependable follow-through with the ability to prioritize tasks effectively.

• Basic computer skills with accurate data-entry capabilities.

• Ability to learn new software and adhere to established procedures.

• Ability to work independently while effectively collaborating with a team.

• Previous experience in a law firm or legal intake setting is preferred.

• Familiarity with estate planning, elder law, probate, or related legal services is advantageous.

• Experience with Actionstep or a comparable CRM platform.

• Familiarity with RingCentral or a similar VoIP phone system.

• Proficient in email and general computer applications.

🏝️ Benefits

• Opportunity for remote work.

• Certification as a Great Place to Work environment.