Legal Intake Specialist

TL;DR

Legal Intake Specialist: Managing inbound inquiries and converting prospective clients for a boutique appellate law firm with an accent on precision, client communication, and contract automation. Focus on screening prospects, booking consultations, and ensuring error-free engagement agreements while maintaining a polished brand experience.

Location: Must be based in LATAM or the Philippines. Work schedule: 8 am - 5 pm EST.

Salary: $1,500 - $2,000 USD/month

Company

hirify.global connects top-tier global talent with high-growth startups in the US and EU backed by leading venture capital firms.

What you will do

• Serve as the first point of contact for prospective clients via phone and email.
• Screen prospects to qualify them for appellate legal services.
• Manage scheduling and follow-ups using CRM and practice-management tools.
• Draft and prepare engagement agreements using contract-automation software.
• Ensure 100% accuracy in client data, spelling, and financial figures.
• Maintain professional communication standards to protect the firm's reputation.

Requirements

• Must be based in LATAM or the Philippines.
• English: C1+ required for real-time phone communication and written correspondence.
• Experience in phone-based client intake, customer service, or front-desk roles.
• Proven ability to draft accurate client-facing documents and contracts.
• Proficiency with CRM, scheduling tools, and VoIP phone systems.
• Experience serving professional or high-expectation clientele.

Nice to have

• Prior experience in a legal services or law firm environment.
• Familiarity with Clio Grow, Clio Manage, or similar practice management software.
• Experience with document-automation tools like Gavel.

Culture & Benefits

• Fully remote work environment.
• Direct mentorship from international industry experts.
• HMO coverage for Philippines-based talent after 3 months.
• Team incentives for CRM hygiene and reporting.
• Access to ongoing professional learning and development resources.

Hiring process

• Application, screening, and skills assessment.
• Topgrading interview followed by a client interview.
• Final job offer and client onboarding.