Legal Intake Specialist

About the Role

Wing Assistant is seeking a professional Legal Intake Specialist to act as the primary point of contact for potential clients. In this role, you will manage initial outreach, qualify inquiries, and provide a supportive experience to prospective clients as they navigate the intake process. This fully remote position is based in the Philippines and requires availability from 8:00 AM to 5:00 PM EST. You will join a supportive, inclusive team that prioritizes professional development, upskilling, and career advancement.

Requirements

• The ideal candidate will have a demonstrated history of success in client-facing customer service or sales roles.
• Strong verbal and written English communication skills are essential, as is a confident, professional, and empathetic demeanor when handling phone conversations.
• You should be a self-motivated and proactive individual who is quick to learn, detail-oriented, and highly organized.
• A high school diploma is required, along with proficiency in Microsoft Office, particularly Excel.
• To support the remote nature of this position, you must possess a reliable computer with at least 1.8 GHz processor and 4GB RAM, a USB headset with noise cancellation, a functional webcam, and a stable internet connection with at least 25 Mbps primary speed and a 10 Mbps backup.
• You must also be prepared to submit a DISC personality assessment and include a brief cover letter outlining your qualifications and customer service philosophy.

Responsibilities

• As a Legal Intake Specialist, you will answer inbound calls from potential clients and act as the firm's primary contact.
• Your duties include screening and qualifying callers using structured evaluation tools, explaining legal strategy sessions, and scheduling those sessions within the company's customer management system.
• You will follow up with prospective clients to guide them through the intake process, handle necessary clerical tasks such as managing spreadsheets, sending texts and emails, and completing paperwork.
• Additionally, you are responsible for maintaining accurate and timely documentation of all client interactions and performing data entry to ensure seamless new client onboarding.

Benefits & Perks

• Employees benefit from health insurance through an HMO, performance-based incentives, and the stability of a secure, full-time remote position.
• The company offers paid training, consistent opportunities for upskilling, and a clear path for career advancement within an inclusive and fun work environment.
• The compensation package includes holiday and overtime pay, and staff members can participate in an affiliate marketing program that provides referral earnings of up to $30 for every successful hire referred to the team.