Intake Specialist

Catena

Legal Intake Specialist converting inquiries into consultations for a boutique law firm. Managing inbound calls and ensuring professional communication while preparing engagement agreements.

Posted 7/14/2026full-timeRemote • 🇲🇽 MexicoMid-LevelSenior💰 $1,500 - $2,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing inbound client communications and preparing accurate engagement agreements while maintaining a professional demeanor. Proficient in drafting client-facing documents and utilizing business productivity tools to support high-expectation clientele.

Highest-signal resume keywords

Client Intake ManagementContract PreparationWritten CommunicationCRM ProficiencyC1+ English Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Contract PreparationData EntryDocument DraftingProspect ScreeningScheduling Management

Soft Skills

Professional CommunicationMultitasking

Tools & Technologies

CRM ToolsContract-Automation ToolEmailVideo ConferencingVoIP/Phone Systems

Industry Keywords

Legal ServicesLaw Firm EnvironmentClient-Facing Communication

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Manage inbound calls and screens prospects for qualified appeals work
Book consultations and prepare engagement agreements using a custom contract-automation tool
Ensure error-free agreements with accurately spelled names and correct figures
Maintain consistently professional written and phone communication that protects the firm's reputation

Requirements

What you’ll need

Experience in a phone-based client intake, customer service, or front-desk role handling inbound calls and prospect screening
Hands-on experience drafting client-facing written communication (emails, documents) with accurate spelling, grammar, and formatting
Experience preparing contracts, engagement agreements, or templated documents requiring accurate numerical data entry and calculations
Demonstrated ability to manage multiple concurrent prospects and follow-ups using scheduling, CRM, or practice-management tools
Proficiency with business productivity and communication tools (email, video conferencing, VoIP/phone systems)
Experience serving professional or high-expectation clientele
C1+ English (CEFR) for real-time phone communication and client-ready written correspondence
Prior experience in a legal services or law firm environment (Nice-to-Have)

Benefits

Comp & perks

Competitive Salary: Based on experience and skills
Remote Work: Fully remote—work from anywhere
Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
Generous PTO: In accordance with company policy
Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
Direct Mentorship: Guidance from international industry experts
Learning & Development: Ongoing access to resources for professional growth
Global Networking: Connect with professionals worldwide