Legal Intake Specialist

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

📋 Description

• Perform disciplined follow-up with prospects who are not yet ready to schedule.

• Use Lawmatics (CRM) to oversee all leads and communications.

• Adhere to all intake scripts, checklists, and workflows as designed.

• Effectively convey value and expectations to potential clients.

• Consistently advance leads through the sales pipeline.

• Keep accurate, complete, and timely records of all interactions.

• Schedule strategy sessions with qualified leads.

• Assess callers based on criteria established by the firm.

• Collect consultation fees at the time of booking.

• Navigate delicate conversations with sensitivity.

• Act as the initial point of contact for prospective clients via phone.

⛳️ Requirements

• Previous experience in a law firm, particularly in intake or client services.

• Background in consultative sales, client intake, or call-based roles.

• Familiarity with CRM systems (experience with Lawmatics is highly advantageous).

• Strong phone presence with exceptional listening and communication abilities.

• Capacity to blend empathy with assertiveness, particularly when requesting payment.

• Comfortable discussing fees and confidently collecting payments.

• High attention to detail and adherence to processes.

• Dependable, consistent, and punctual with a robust work ethic.

• Ability to manage emotionally sensitive discussions with professionalism and care.

• Languages: English, Spanish.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• 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.