Legal Intake Specialist
New
J
JobgetherLegal services
Based in Brazil, Monday to Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with a lunch break from 1:00 p.m. to 2:00 p.m.Full-Time
SalaryMonthly compensation range of USD 1,142–1,220
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Job Details
- Languages
- Strong verbal and written English communication skills; willingness to work in an English-speaking professional environment and complete application materials in English.
- Required Skills
- Customer serviceEnglish communicationData entryCRM
Requirements
- Previous experience in customer service, call handling, client intake, reception, administrative support, or a similar client-facing role.
- Strong verbal and written English communication skills, including clear, professional, and empathetic communication with clients.
- Excellent telephone etiquette and a service-oriented approach.
- Strong organizational skills and attention to detail, with the ability to maintain accurate records and manage multiple responsibilities.
- Ability to prioritize tasks, manage a steady volume of calls, and reliably follow up on outstanding requests.
- Basic computer proficiency, accurate data-entry skills, and ability to learn software and follow established workflows.
- Familiarity with Actionstep or similar CRM platforms, RingCentral or comparable VoIP systems, email, and general office applications.
- Ability to work independently, exercise sound judgment, and collaborate with legal professionals and administrative team members.
- Availability to work Monday to Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with a lunch break from 1:00 p.m. to 2:00 p.m.
- Previous law firm or legal intake experience is preferred.
- Familiarity with estate planning, elder law, probate, or related legal services is an advantage.
Responsibilities
- Serve as the first point of contact for prospective and existing clients by phone and email.
- Manage approximately 16–30 inbound calls and 16–30 outbound calls per day, responding to inquiries and following up.
- Collect, verify, and enter prospective client information according to legal intake procedures.
- Manage communications using RingCentral or similar VoIP platforms, email, and other channels.
- Record calls, messages, client details, intake information, and follow-up activities accurately.
- Maintain client and prospect records in Actionstep or a comparable CRM system.
- Coordinate appointment scheduling, rescheduling, and cancellations, and document and communicate changes.
- Manage voicemails, return calls when appropriate, relay messages, and route inquiries to the appropriate professionals.
- Monitor outstanding requests and follow up on pending items.
- Maintain calendars, task records, and scheduling information across relevant systems.
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