Intake Specialist (Legal)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Intake Specialist (Legal): Managing inbound and outbound client communications for a U.S. personal injury law firm with an accent on lead qualification and sales conversion. Focus on maintaining high professionalism and empathy while documenting case details in CRM systems.
Location: Must be based in Latin America, with a preference for candidates in Lima, Peru. Working hours: 9 am - 6 pm EST.
Salary: $1,000 - $1,200 USD per month.
Company
connects top-tier talent with agencies and startups globally, focusing on professional fulfillment and growth.
What you will do
- Handle inbound and outbound calls with professionalism and empathy.
- Engage potential clients to assess situations and qualify leads based on firm criteria.
- Convert qualified leads into signed clients using a sales-driven approach.
- Document client information and case details accurately in CloudLex or case management systems.
- Follow intake scripts and workflows to ensure consistency.
- Coordinate consultations and follow-ups with attorneys and case managers.
Requirements
- 1+ year of experience in intake, sales, customer service, or administrative roles.
- Strong English communication skills (written and verbal).
- Proven ability in lead qualification and client conversion.
- Ability to work in a fast-paced, high-volume environment.
- Must be available to work 9 am - 6 pm EST.
- Strong attention to detail and documentation skills.
Nice to have
- Experience in a U.S. law firm.
- Personal Injury law firm experience.
- Experience using CloudLex or similar CRM systems.
Culture & Benefits
- Fully remote work environment.
- Opportunity to work with a fast-paced U.S. law firm.
- Observance of U.S. Federal Holidays.
- Supportive professional environment focused on talent and passion.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β