The specialist will manage legal intake, conduct outbound lead follow-up, and schedule consultations across multiple attorney calendars. They are also responsible for documenting lead activity in CRM tools and collaborating with the team to ensure smooth operational handoffs.
We’re seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You’ll work with potential clients and attorneys while following account-specific workflows and guidelines
Your responsibilities include:
Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
Scheduling appointments across multiple attorney calendars and time zones
Follow up with leads to ensure engagement and maximize consultation conversion rates
Accurately document lead activity and status updates in CRM and tracking tools
Identify and escalate potential issues that could delay or impact the consultation process
Collaborate with internal team members to ensure smooth handoffs and clear communication
Support basic administrative and coordination tasks related to scheduling and intake
Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.
Requirements:
Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
Experience with outbound lead follow-up, client communication, and consultation scheduling.
Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
Strong written and verbal English communication skills.
Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools.
Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs
We’re looking for someone who is:
Proactive and outcome-oriented
A problem-solver
Has the ability to work effectively under pressure and resolve issues efficiently
Passionate about continuous improvement, consistently seeking opportunities to enhance processes and systems
Skilled in collaboration
At LegalMatch Philippines, we offer a dynamic and innovative environment where you can grow and make a real impact in legal tech. Join our team, collaborate with passionate individuals, and take the next step in your career. Apply today!
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