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Legal Intake Specialist Full-time | 21320

Wing Assistant · Philippines · 43k – 45k · posted today ago

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About this role

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Disclaimer: This is a specific job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

Legal Intake Specialist

Wing is on the exciting mission of redefining the future of work for companies worldwide! We are looking to be the one-stop shop for companies that are looking to build world-class teams and place their operations on autopilot.

And we're looking for a Legal Intake Specialist to start immediately!

Duties and Responsibilities

  1. Answer inbound calls from potential new clients and provide a professional, welcoming first point of contact.

  2. Screen and qualify incoming calls to determine whether cases fall within the firm's practice focus using structured client evaluation tools.

  3. Clearly communicate the firm's value and explain its legal strategy sessions to potential clients.

  4. Schedule legal strategy sessions using the customer management system.

  5. Follow up with prospective clients and guide them through the legal intake process.

  6. Perform clerical tasks, including paperwork, spreadsheet management, text messages, and email follow-ups.

  7. Maintain accurate and timely documentation of client interactions.

  8. Organize paperwork and complete data entry to support the new client onboarding process.

Qualifications

Technical Requirements

Benefits

Schedule and Location

Salary Package

Software Tools and Websites Required

Training Provided / Software Tools and Websites Client Willing to Train

Important Application Requirements

Applicants must include a brief cover letter explaining why they are a good fit for the position, highlighting their relevant skills, customer service approach, and genuine interest in the role. A DISC Assessment must also be provided for review.

Only qualified candidates will be invited to take the assessment and be scheduled for an interview.

We have other vacancies that might interest your friends and colleagues. They can check us out at our Jobs Website.

You may also refer your friends using our Affiliate Marketing Program and earn up to $30 if your referral is hired.

Originally posted on Himalayas

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