V104 - Intake Specialist | Legal Intake & Client Conversion Specialist

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Job Description:

Are you someone who enjoys connecting with people and helping them take the first step toward solving their legal needs? In this role, you’ll be the first point of contact for new clients, guiding them through the intake process with professionalism and empathy. You’ll manage calls, gather key information, and support attorneys by ensuring every potential client’s details are accurately captured and followed up on. This position is ideal for someone who thrives in a fast-paced, client-focused environment and finds satisfaction in providing exceptional service every day.

Monthly Compensation: 1,150 to 1,220 USD

Responsibilities include, but are not limited to:

• Enter all client and lead information accurately into the CRM and maintain updated records at all times.

• Follow up with leads who have expressed interest but have not yet scheduled an appointment.

• Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.

• Schedule initial consultations for qualified leads and send appointment reminders as needed.

• Track and update appointment statuses in the case management system.

• Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.

• Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.

• Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.

• Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails

• Process payments for initial consultations.

• Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.

• Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.

Requirements:

Schedule: Monday to Friday from 9:00 AM to 6:00 PM

Timezone: EST

Requirements

• 1-2 years of previous experience in client intake, customer service, or sales.

• Strong organizational and data entry abilities

• Ability to handle approximately 20 calls per day with professionalism and care

• Experience working in a legal environment is a plus

• Portuguese / English / Spanish

Key Skills

• Reliable, professional, and bilingual

• Compassionate and patient communicator

• Strong interpersonal and active listening skills

• Friendly and outgoing personality

• Detail-oriented with excellent follow-through

• Able to maintain composure under pressure

• Customer-Focused Approach

• Excellent written and verbal communication

• Strong Planning and Organizational skills

• Excellent Time Management

• Attention to detail

• Accuracy

• Phone Etiquette

• Empathic

• Sociable

• Reliable

• Detail-Oriented

• Trustworthy

Software

• Proficiency with CRM or client management systems

• Comfortable using online communication and scheduling tools

Work Shift:

Languages:

Originally posted on Himalayas