Legal Intake Specialist
New
W
WingLegal services
Listing location: Philippines; Workplace type: Remote; 100% Work-From-Home, 8:00 AM – 5:00 PM Eastern Standard Time (EST)Full-Time
Salary43,000 - 45,000 PHP per month
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Job Details
- Languages
- Excellent verbal and written English communication skills.
- Required Skills
- Microsoft ExcelMicrosoft OfficeCustomer serviceEnglish communicationData entry
Requirements
- Demonstrated success in a client-facing customer service or sales role.
- Excellent verbal and written English communication skills.
- Confidence and professionalism when handling phone conversations.
- A compassionate, empathetic approach and commitment to excellent customer service.
- Self-motivation, reliability, willingness to learn, and a proactive approach.
- Strong attention to detail and organizational skills.
- High school diploma required; college coursework or a degree preferred.
- Proficiency in Microsoft Office, especially Microsoft Excel.
- Able to provide a brief cover letter explaining qualifications, customer service approach, and interest in the role.
- Willing to submit a DISC Assessment for personality evaluation.
- USB headset with noise cancellation, working webcam, and computer with at least a 1.8 GHz processor and 4GB RAM.
- Main internet connection of at least 25 Mbps cable and backup internet connection of at least 10 Mbps.
Responsibilities
- Answer inbound calls from potential new clients and provide a welcoming first point of contact.
- Screen and qualify incoming calls to determine whether cases fit the firm's practice focus using structured client evaluation tools.
- Communicate the firm's value and explain its legal strategy sessions to potential clients.
- Schedule legal strategy sessions using the customer management system.
- Follow up with prospective clients and guide them through the legal intake process.
- Complete clerical tasks, including paperwork, spreadsheet management, text messages, and email follow-ups.
- Maintain accurate and timely documentation of client interactions.
- Organize paperwork and complete data entry to support new client onboarding.
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