Legal Intake Specialist
New
J
JobgetherLegal Services
Must be currently located in Europe or Latin America.Full-TimeMiddle
SalaryCompetitive monthly salary paid in USD. Performance-based bonuses linked to consultation booking results.
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- 3–5 years
- Required Skills
- CRM
Requirements
- 3–5 years of experience in legal intake, legal administration, client services, or a similar law firm-facing role.
- Familiarity with legal CRM platforms such as Lawmatics or similar intake management tools.
- Strong consultative communication skills with the ability to guide conversations and build trust with potential clients.
- Excellent spoken English skills with a warm, confident, and professional communication style.
- Ability to handle emotionally sensitive conversations with empathy, patience, and professionalism.
- Strong attention to detail and accuracy when completing documentation and managing client information.
- Self-motivated, reliable, and comfortable working independently in a remote environment.
- Ability to work toward performance targets and thrive in a results-driven setting.
- Must be currently located in Europe or Latin America.
Responsibilities
- Handle inbound calls from potential clients with empathy, professionalism, and active listening to create a positive first impression.
- Qualify leads by gathering relevant information, understanding client needs, and determining suitability for available legal services.
- Schedule consultation appointments while working toward weekly booking goals and supporting conversion targets.
- Complete intake documentation accurately within legal CRM systems, ensuring records are complete, organized, and up to date.
- Follow up with potential clients, answer pre-consultation questions, and maintain engagement until appointments are confirmed.
- Manage sensitive client information with discretion, confidentiality, and a high level of professionalism.
- Participate in regular call reviews and coaching sessions to improve communication techniques, intake quality, and conversion performance.
- Collaborate with internal teams to ensure qualified opportunities are transferred smoothly and efficiently.
View Full Description & ApplyYou'll be redirected to the employer's site
