Consultation Appointment Specialist
Posted 1 month ago
You'll complete your application on LegalMatch's career site.
About the Role
This organization operates a leading digital platform connecting clients with legal professionals across the U.S. and Canada. The service streamlines the search for qualified local counsel for both individuals and businesses. Working from the Philippines, you will function as a Consultation Appointment Specialist, managing legal intakes to create efficient connections between clients and attorneys. You will join an established legal-tech firm with a history of assisting with millions of cases, focusing on process optimization and service delivery within a remote work setting.
Requirements
- Prior work history in legal intake, case screening, or equivalent client-facing appointment-setting positions.
- Excellent verbal and written English communication abilities with the capacity to assess case qualifications while following strict procedures.
- Competence in using key digital tools including CRM platforms, Slack, Notion, Trello, and Calendly.
- Practical experience using AI tools to boost efficiency and output quality, including the ability to audit AI-generated content for accuracy.
- A proactive, results-focused mindset with a strong emphasis on teamwork and the ongoing refinement of internal operations.
Responsibilities
- Conduct legal intake and case screening procedures, including making outbound calls to assist potential clients through the intake pipeline.
- Coordinate and book appointments across various attorney schedules and time zones to improve consultation conversion metrics.
- Record lead activity and progress updates accurately using internal CRM systems and tracking software.
- Coordinate with colleagues to facilitate effective communication and task handoffs while identifying and reporting obstacles that might hinder the consultation flow.
- Leverage AI and productivity software to ensure high precision while adhering to specific workflow requirements when engaging with clients and lawyers.
Benefits & Perks
- Opportunity to work in a forward-thinking and energetic professional atmosphere that emphasizes growth and contributions to the legal technology field.
- Chance to partner with a team of dedicated experts and support your ongoing professional development.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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