Legal Intake Specialist
LegalMatch
full-time
Posted on:
Location Type: Remote
Location: Philippines
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About the role
- Make outbound calls to guide potential clients through legal intake.
- Follow up after attorney responses to encourage client engagement.
- Handle inbound inquiries and listen actively to client concerns.
- Record accurate client and case information in our CRM.
- Meet daily and weekly call and conversion goals.
- Represent LegalMatch clearly, professionally, and empathetically.
- Manage objections and rejections with professionalism.
- Participate in coaching and apply feedback actively.
- Collaborate with teammates to improve service delivery.
- Report any blockers or availability issues promptly.
Requirements
- Background in legal intake, customer service, or client success.
- Excellent verbal communication and active listening skills.
- Comfortable with CRM tools and remote tech (PC, headset, internet).
- Can manage multiple tasks with minimal supervision.
- Experience with AI call tools is a plus.
- Law grads, paralegals, and career-shifters are welcome.
- We’re looking for someone who is:
- Be proactive and focused on results
- Solve complex problems, even under pressure
- Have a “can-do” attitude to resolve issues efficiently
- Pursue continuous improvement in processes and systems
- Work well with teams and communicate effectively
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal intakecustomer serviceclient successactive listeningproblem solvingtask managementCRM toolsAI call tools
Soft Skills
verbal communicationprofessionalismempathyproactivityresults-orientedcan-do attitudeteam collaborationcontinuous improvement