Intake Specialist – Legal Intake, Client Conversion
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Job Description
Connecting potential clients with their legal needs as an Intake Specialist for a US-based company. Providing exceptional customer service from a remote location.
Responsibilities:
- Follow up with leads who have expressed interest but have not yet scheduled an appointment.
- Process payments for initial consultations.
- Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
- Track and update appointment statuses in the case management system.
- Schedule initial consultations for qualified leads and send appointment reminders as needed.
- Enter all client and lead information accurately into the CRM and maintain updated records at all times.
- Update the firm’s CRM and tracking systems with accurate and current information regarding leads and consultations.
- Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails.
- Provide pre-appointment follow-up to ensure clients are prepared for their scheduled consultations.
- Assist in screening potential new clients by gathering basic information and directing qualified leads to the appropriate attorney or legal assistant.
- Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth handoff to the legal team.
- Provide a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.
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.
Benefits:
- Competitive salary.
- Paid Time Off.
- Annual 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.
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