Global Client Services Specialist

The Law Offices of John Phebus, PLLCLegal Services

Remote, Arizona TimeFull-TimeMiddle

Salary not disclosed

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Job Details

Genuine empathy, patience, and maturity when dealing with individuals in stressful legal situations.
Ability to build trust, extract relevant facts, and exercise sound judgment in qualifying matters.
Goal-oriented with a strong sales and conversion mindset.
Excellent verbal and written communication in English.
Strong attention to detail with ability to manage multiple open leads without losing accuracy.
Technology proficiency with cloud-based intake systems, CRM platforms, DocuSign, and AI assistants (Claude, ChatGPT, or Gemini).
Must be able to work independently in a fully remote environment with a reliable home office setup and internet connection.
Previous legal intake experience in personal injury or criminal defense preferred.
Experience converting leads in professional services settings preferred.
Familiarity with personal injury and criminal defense terminology preferred.

Own first contact with prospective clients across phone, website forms, web chat, text, and referrals.
Conduct thorough intake interviews for personal injury and criminal defense matters to qualify leads.
Initiate conflict checks and maintain accurate, detailed intake records in Lead Docket.
Schedule attorney consultations, prepare intake summaries, and track DocuSign fee agreements.
Follow the firm’s intake cadence to persistently manage and follow up on leads until signed or closed.
Execute warm handoffs of newly signed clients to the relevant legal team.
Provide weekly pipeline reporting to the Chief of Intake regarding volume and conversion.
Provide backup coverage for the firm’s main phone line during overflow or absences.

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