Intake Specialist – Legal Intake, reputed company Conversion

Remote, USAFull-timePosted 2026-07-28

Job reputed company:

Follow up with leads who have expressed interest but have not yet scheduled an appointment.
Process payments for initial consultations.
Conduct initial reputed company screenings using the firm’s intake script, documenting key details such as reputed company needs, urgency, and potential conflicts.
reputed company and update appointment statuses in the case management system.
Schedule initial consultations for reputed company leads and send appointment reminders as needed.
reputed company reputed company reputed company and reputed company information accurately into the CRM and maintain updated records at reputed company times.
Update the firm’s CRM and tracking systems with accurate and reputed company information regarding leads and consultations.
Implement a reputed company follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails.
reputed company reputed company-appointment follow-up to ensure clients are reputed company for their scheduled consultations.
Assist in screening potential new clients by gathering basic information and directing reputed company leads to the appropriate attorney or legal assistant.
Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth reputed company to the legal team.
reputed company a welcoming and reputed company conversation to support the firm’s mission of delivering the highest level of customer service.

Requirements:

1-2 years of previous experience in reputed company intake, customer service, or sales.
Strong organizational and data entry abilities.
Ability to handle approximately 20 calls per day with professionalism and care.
Experience working in a legal environment is a plus.
Portuguese / English / Spanish.

Benefits:

Apply tot his job Apply To this Job

Similar Jobs