Legal Intake Specialist

This is a fully remote position, open to applicants in Philippines, +5 more countries.

📋 Description

• Respond to incoming client calls promptly and professionally while upholding the firm's reputation through exceptional phone etiquette.

• Conduct organized intake interviews to evaluate potential clients, gather precise case information, and assess eligibility in line with firm criteria.

• Employ sales strategies and active listening skills to effectively communicate the firm's legal services, alleviate any hesitations from prospects, and request consultation or agreement signatures.

• Arrange consultations with legal staff or send retainer agreements directly to prospective clients after successful intake conversations.

• Consistently follow up with uncommitted leads, online inquiries, and missed inbound opportunities to enhance client conversion rates.

• Accurately record all incoming call data, case notes, consultation schedules, and lead statuses within the firm's CRM or legal management software.

⛳️ Requirements

• Previous experience in client intake within a legal practice setting is essential.

• Strong sales experience with a proven track record in consultative selling, closing agreements, or addressing objections over the phone.

• Background in receptionist, front desk, or high-volume call management roles with a focus on customer service.

• Direct experience within the legal sector is highly preferred.

• Exceptional verbal and written communication skills in English, combined with a professional and empathetic phone presence.

• Strong attention to detail when documenting client case information, entering CRM records, and directing information to legal teams.

🏝️ Benefits

• Work From Home

• Performance Bonus