Virtual Intake and Scheduling Coordinator

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

📋 Description

• Draft and dispatch fee agreements.

• Issue reminders to clients about their appointments and consultations.

• Oversee CRM entries, which includes initiating and concluding files.

• Respond to incoming calls and engage with both potential and current clients.

• Promote and clarify consultation services to prospective clients.

• Arrange appointments and coordinate attorney schedules.

• Enter and uphold precise client data within the system.

• Initiate matters within the case management software.

• Identify appointment types and collect client details ahead of consultations.

• Review intake data and accompanying documentation prior to meetings.

• Systematize legal documents.

• Gather consultation fees and process payments.

• Act as a primary point of contact for prospective clients.

• Collect essential information and orchestrate appointments.

• Ensure the accurate maintenance of client records.

• Assist in the daily operations of the firm and enhance the client experience.

⛳️ Requirements

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

• Proficient/native-level English skills (both written and spoken).

• Previous experience in legal client-facing settings is preferred.

• Proven experience in managing schedules and organizing appointments.

• Capability to manage sensitive client information with professionalism and confidentiality.

• Strong organizational skills and ability to multitask effectively.

• Familiarity with case management systems and CRM platforms.

• Excellent interpersonal and relationship-building skills.

• Keen attention to detail.

• Empathy and patience when engaging with clients.

• Reliable and responsible work ethic.

• Proactive mindset in problem-solving.

• Collaborative spirit and a pleasant demeanor.

• Proficiency in Spanish is mentioned in the posting.

🏝️ Benefits

• Opportunity to work remotely.

• Certified as a Great Place to Work workplace.