V104- Legal Client Services Specialist

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Job Description:

Join us as an Intake Specialist and help prospective clients receive a professional, responsive, and welcoming first experience. In this role, you will manage inbound leads, answer calls, schedule paid consultations, coordinate calendars, and provide consistent follow-up throughout the intake process. You will also maintain accurate CRM records and send timely reminders to help prospective clients stay engaged. This opportunity is ideal for a results-oriented professional who communicates clearly, demonstrates a strong work ethic, and enjoys contributing to a collaborative legal team.

• Monthly Compensation Range: from $1,142 to $1,220 USD.

Responsibilities include, but are not limited to:

• Make outbound calls to prospective clients who require additional follow-up

• Manage inbound leads and guide prospective clients through the initial intake process

• Answer incoming calls and provide a professional first point of contact for prospective clients

• Schedule paid consultations and add appointments to the appropriate calendar

• Collaborate with the legal team to support consultation scheduling and lead conversion efforts

• Communicate professionally with prospective clients and internal team members

• Support a consistent and organized intake experience

• Track lead activity and update communication records in the CRM

• Coordinate appointments through Calendly and Outlook

• Send consultation reminders and follow-up communications

• Maintain accurate and current lead information in Clio Grow and Clio Manage

Requirements:

Additional Job Description:

• Position: Intake Specialist for Legal Services

• Practice areas: Estate planning and probate, partitions, and personal injury

• Schedule: Full-time, Monday to Friday, 8:00 AM to 5:00 PM EST

• Time zone: Eastern Standard Time

Required Software and Tools: Clio Grow, Clio Manage, Ooma, Outlook, and Calendly

Required Experience and Skills:

•Minimum of 1 year of experience in a client-facing role, such as customer service or sales.

•Advanced/native-level English skills (both written and spoken)

• Experience in intake, lead management, customer service, appointment scheduling, reception, or a related client-facing role

• Clear and professional verbal communication

• Strong client service skills

• Professional telephone etiquette

• Inbound lead management

• Outbound follow-up

• Consultation scheduling

• Calendar coordination

• CRM management

• Accurate data entry

• Attention to detail

• Results-oriented approach

• Strong work ethic

• Professionalism

• Team collaboration

• Organization and time management

• Reliability and accountability

• Ability to manage multiple priorities

• Consistent follow-through

Work Shift:

8:00 AM - 5:00 PM [EST][EDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.