Legal Intake Specialist (Remote, Night Shift)
Please mention DailyRemote when applying
AI Summary
Guide potential clients through the legal intake process via outbound and inbound calls. Record accurate case information in the CRM and follow up on attorney responses to drive client engagement.
Legal Intake Specialist (Remote, Night Shift)
Department: Operations
Employment Type: Full Time
Location: Philippines
Description
Join our team as a Legal Intake Specialist, helping potential clients take the first critical steps in their legal journey. You will guide prospects through the intake process, follow up after attorney responses, and ensure every qualified lead has the best chance at resolution. Your work directly supports LegalMatch’s mission of making legal help more accessible.
Key Responsibilities
- Make outbound calls to guide potential clients through legal intake.
- Follow up after attorney responses to encourage client engagement.
- Handle inbound inquiries and listen actively to client concerns.
- Record accurate client and case information in our CRM.
- Meet daily and weekly call and conversion goals.
- Represent LegalMatch clearly, professionally, and empathetically.
- Manage objections and rejections with professionalism.
- Participate in coaching and apply feedback actively.
- Collaborate with teammates to improve service delivery.
- Report any blockers or availability issues promptly.
Skills, Knowledge and Expertise
- Background in legal intake, customer service, or client success.
- Excellent verbal communication and active listening skills.
- Comfortable with CRM tools and remote tech (PC, headset, internet).
- Can manage multiple tasks with minimal supervision.
- Experience with AI call tools is a plus.
- Law grads, paralegals, and career-shifters are welcome.
We’re looking for someone who is:
- Be proactive and focused on results
- Solve complex problems, even under pressure
- Have a “can-do” attitude to resolve issues efficiently
- Pursue continuous improvement in processes and systems
- Work well with teams and communicate effectively
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