Legal Intake Specialist
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Job Description
Legal Intake Specialist at Veta Virtual engaging with clients for consultations while managing inbound calls and bookings. Requires 3–5 years of legal intake experience and exceptional verbal English.
Responsibilities:
- Handling inbound calls, qualifying leads, booking consultations, and completing intake documentation in Lawmatics with accuracy and care.
- Answering inbound calls from potential clients — listening actively, responding with empathy and professionalism.
- Qualifying leads by asking the right questions — understanding the caller's situation and assessing whether they are a good fit for the firm's services.
- Booking consultation appointments — working toward a target of 15 booked consultations per week.
- Completing intake documentation accurately in Lawmatics — capturing all required information and ensuring every record is complete.
- Following up with potential clients as needed — sending reminders and keeping leads warm until their appointment is confirmed.
- Participating in weekly call review sessions with the firm's consultation specialist — listening to recorded calls and receiving coaching feedback.
Requirements:
- 3–5 years of legal intake, legal administrative, or law firm client-facing experience.
- Lawmatics or similar legal CRM experience — comfortable navigating intake workflows and completing forms accurately.
- Genuine sales instinct — you know the difference between customer service and consultative selling.
- Exceptional verbal English — warm, clear, confident, and professional with every caller regardless of their situation.
- Reliable, detail-oriented, and self-motivated — you show up, do the work, and hold yourself accountable without being managed closely.
- Comfortable with weekly booking targets and performance-based bonus structures.
Benefits:
- Competitive base salary in USD — paid consistently every month.
- Performance bonuses — tied directly to your consultation booking conversion rate.
- 10 paid vacation days per year plus all U.S. federal holidays.
- 100% remote — open to candidates based in LATAM or Europe.
- Weekly coaching and call review sessions to continuously sharpen your intake and conversion skills.
- A supportive culture through Veta Virtual and our client where your reliability, empathy, and results are valued from day one.
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