Intake Specialist

TL;DR

Intake Specialist: Serving as the first point of contact for potential clients by managing inbound and outbound communications, qualifying leads, and driving conversions with an accent on accurate intake documentation and case-handling workflows. Focus on scheduling consultations, escalating urgent cases, and maintaining professional, empathetic communication throughout the client onboarding process.

Location: Lima, Peru (Fully Remote). Working hours: 9 am - 6 pm EST. Holidays: US Federal Holidays.

Salary: USD 1000 - USD 1200 per month.

Company

hirify.global recruits for a U.S. personal injury law firm focused on responsive, professional client support.

What you will do

• Handle inbound and outbound calls with empathy, confidence, and professionalism.
• Assess client situations, qualify leads, and convert qualified leads into signed clients.
• Document client information and case details accurately in CloudLex or the firm’s case management system.
• Follow intake scripts, workflows, and qualification guidelines to ensure consistency and accuracy.
• Schedule consultations and coordinate next steps with attorneys and case managers.
• Perform follow-ups to improve conversion and intake efficiency, and escalate urgent/high-priority cases.

Requirements

• 1+ year of experience in intake, sales, customer service, call center, or administrative roles (U.S. law firm experience preferred).
• Sales experience is required; proven ability to qualify leads and convert clients.
• Strong English communication skills (written and verbal).
• Ability to work in a fast-paced, high-volume environment with accuracy and professionalism.
• Strong empathy, patience, confidence, attention to detail, and documentation skills.
• Self-motivated and able to follow structured processes independently.

Nice to have

• Personal injury law firm experience.
• Experience using CloudLex or similar case management/CRM systems.

Culture & Benefits

• Fully remote role with Latin America as the preferred location region.
• Working hours aligned to EST (9 am - 6 pm).
• US Federal Holidays included.
• Fast-paced intake environment with structured scripts and workflows.

Hiring process

• Application review and screening for intake/sales experience and English communication.
• Interview(s) focused on call handling, lead qualification, and documentation workflow.
• Final evaluation of fit for a high-volume personal injury intake process.