Consultation Appointment Specialist - Legal Intake

We’re seeking a focused and organized Consultation Appointment Specialist to handle legal intake, case screening, outbound lead follow-up, and consultation scheduling. You’ll work with potential clients and attorneys while following account-specific workflows and guidelines

Your responsibilities include:

• Make outbound calls to potential clients, guiding them through the intake process and scheduling consultations
• Scheduling appointments across multiple attorney calendars and time zones
• Follow up with leads to ensure engagement and maximize consultation conversion rates
• Accurately document lead activity and status updates in CRM and tracking tools
• Identify and escalate potential issues that could delay or impact the consultation process
• Collaborate with internal team members to ensure smooth handoffs and clear communication
• Support basic administrative and coordination tasks related to scheduling and intake
• Use AI and available tools to improve productivity, documentation, and follow-up while checking results for accuracy.

Requirements:

• Experience in legal intake and case screening; related legal client service or appointment-setting experience may be considered.
• Experience with outbound lead follow-up, client communication, and consultation scheduling.
• Ability to identify basic case qualifications and exclusions and follow detailed workflows accurately.
• Strong written and verbal English communication skills.
• Experience with CRM, Slack, Notion, Trello, Calendly, or similar tools.
• Practical experience using AI tools to improve productivity and work quality, with the ability to validate AI-assisted outputs

We’re looking for someone who is:

• Proactive and outcome-oriented
• A problem-solver
• Has the ability to work effectively under pressure and resolve issues efficiently
• Passionate about continuous improvement, consistently seeking opportunities to enhance processes and systems
• Skilled in collaboration

At LegalMatch Philippines, we offer a dynamic and innovative environment where you can grow and make a real impact in legal tech. Join our team, collaborate with passionate individuals, and take the next step in your career. Apply today!

Originally posted on Himalayas