Legal Intake Specialist - Remote Opportunity

Activate TalentRemote — Philippines

Remote Full-time

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Experience Level

Experience

Qualifications

Required Qualifications:Experience in legal intake, customer service, or client support rolesExcellent verbal and written communication skills, exhibiting a professional and empathetic toneBilingual proficiency in English and Spanish is preferredAbility to ask structured questions and gather accurate case informationStrong organizational and documentation capabilitiesProficient in managing multiple inquiries while maintaining attention to detailComfortable handling sensitive client information with confidentialityReliable internet connection and ability to work effectively in a remote settingPrior experience with law firms, especially in high-volume intake environments, is an advantageFamiliarity with legal case management or CRM systems is preferredExperience in handling inbound phone-based client inquiries

About the job

Job Summary:

Join our dynamic team as a Legal Intake Specialist, where you will be pivotal in managing incoming inquiries and transforming potential clients into confirmed cases. As the initial point of contact for prospective clients, you will play a vital role in gathering essential case information, qualifying leads, and facilitating an efficient intake process.

The successful candidate will possess exceptional organizational skills, demonstrate empathy and professionalism in communication, and adeptly guide prospective clients through the intake process while providing attorneys with precise case details.

Key Responsibilities:

Manage inbound calls, website inquiries, and chat messages from potential clients
Screen clients and collect crucial case information during the intake process
Perform conflict checks and accurately document all relevant client details
Coordinate consultations between prospective clients and attorneys
Disseminate retainer agreements, intake forms, and onboarding documentation
Proactively follow up with warm leads to encourage case conversion
Maintain organized intake records and ensure client information is up-to-date in the firm's system
Handle all inquiries promptly and professionally to maximize conversion potential

About Activate Talent

Activate Talent is committed to fostering a supportive and inclusive work environment, empowering individuals to thrive in their careers while delivering exceptional service to our clients.

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